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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a strong quarterly performance where revenue more than doubled and backlog surged to over $100 billion, signaling robust demand for AI infrastructure. The community is actively debating the company's aggressive debt-fueled expansion and high capital expenditures, creating a volatile tug-of-war between bullish sentiment regarding AI capacity growth and bearish concerns over financial sustainability and insider selling.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after delivering a massive earnings beat with record backlog and upward-revised forward guidance that significantly outperformed analyst expectations. The community is actively discussing the potential for a major short squeeze as investors call for higher valuations based on the company's strong AI infrastructure demand and fundamental growth.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging as investors react to a powerful earnings beat, highlighted by massive revenue growth and successful high-value AI infrastructure contracts. The stock has become a focal point for a potential short squeeze, with the community actively rallying against bearish positions while closely watching for further momentum driven by robust demand for AI compute capacity.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony (UAMY) is under heavy pressure as investors react to a significant revenue miss and slashed full-year guidance, driven primarily by a slump in global market prices for antimony. While the community remains deeply divided between those citing the company's vital role in domestic defense supply chains as a long-term buffer and those frustrated by management's execution and transparency, the stock is seeing heightened volatility amid intense short-selling activity.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its Northern Data acquisition, with the community actively debating the potential for a massive short squeeze given the record-high short interest. Market participants are closely analyzing formal revenue guidance and the integration of new GPU capacity as key catalysts for a long-term re-rating of the stock.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing heavy trading volume and heightened investor interest following a strong quarterly earnings report that surpassed market expectations for both revenue and EPS. While the stock initially surged, it has experienced significant price volatility, sparking intense community debate between those betting on long-term growth in AI-driven optical connectivity and others concerned about valuation multiples and potential technical 'rug pulls'.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is experiencing heightened volatility and intense community discourse following the initiation of coverage by Needham with a $33 price target, countered by a critical short report from Morpheus Research. Investors remain divided, with long-term holders emphasizing the company's expanding production capacity and strategic role in aerospace and defense as reasons to hold, while skeptics are reacting to the short seller's allegations regarding corporate transparency and business relationships.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is capturing significant market attention following a strong Q2 earnings report that beat revenue and traffic expectations, reinforcing its position as a high-growth leader in the fast-casual sector. The community is actively debating the company's aggressive expansion strategy and unit economics, with many investors viewing recent price volatility as a long-term accumulation opportunity despite ongoing sector-wide food safety discourse.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors react to a latest financial update confirming a strong cash position and minimal dilution, while the ongoing delay in the Phase 3 REGAL trial's 80th event continues to fuel community speculation about the drug's potential efficacy. Enthusiasts are focusing on the significant survival of patients in the trial and the company's strategic preparations for regulatory filings as key indicators of a possible successful outcome.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending after announcing positive Phase 3 results for its lead candidate DT120 in treating generalized anxiety disorder, a milestone that community members view as transformative for the company's clinical pipeline. Investors are actively discussing the potential for further price appreciation following these results, while debating the impact of the company's recent share offering and the long-term competitive landscape for psychedelic-based mental health therapeutics.

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Nuveen Multi-Asset Income Fund Announces Update to Portfolio Management Team

Effective immediately, portfolio manager responsibilities for Nuveen Multi-Asset Income Fund (NYSE: NMAI) have changed. Mark Zheng, James Kim, and John Tribolet are taking over portfolio management...

Nuveen Multi-Asset Income Fund engages in the investment in a portfolio of equity and debt securities of issuers worldwide. The company was founded on April 22, 2021 and is headquartered in Chicago, IL.

Nuveen Multi-Asset Income Fund

Bullish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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