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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing significant market momentum driven by the upcoming launch of three BlueBird satellites and a strategic workshop with Meta to integrate WhatsApp connectivity into its satellite network. Investors are closely watching these catalysts as the company advances its mission to provide global direct-to-smartphone broadband, further supported by growing institutional backing and partnerships with major mobile network operators.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is experiencing significant volatility as investors weigh a strong quarterly revenue beat against massive capital expenditures on AI infrastructure and upcoming insider share lockup expirations. The community remains deeply polarized, with some bulls pointing to long-term growth and Starlink's potential, while bears focus on the company's current unprofitability and the risk of a major supply shock when millions of previously restricted shares become eligible for sale.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD shares are experiencing high volatility as investors react to a significant surge in capital expenditures, leading to a clash between strong data center growth and concerns over the stock's elevated valuation. The community is actively debating whether this pullback represents a classic sell-the-news trap or a necessary correction following a prolonged rally, with many traders closely monitoring for a potential rebound as institutional analysts begin updating their outlooks.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust (SLV) is seeing intense community debate as traders weigh its role as an industrial metal essential for data center growth against persistent macroeconomic headwinds like rising bond yields. While bulls are banking on long-term supply deficits and a potential breakout fueled by a weakening dollar, many participants are currently focused on short-term technical resistance and ongoing price volatility.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as investors weigh strong demand for its Wegovy weight-loss pill and raised guidance against a recent lawsuit filed against Eli Lilly over allegedly misleading advertising. While the community remains optimistic about the company's long-term dominance in the obesity market, sentiment is currently pressured by intense competition and volatility surrounding upcoming earnings.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Gold is attracting significant community attention as investors debate its role as a hedge against rising national debt and persistent inflationary pressures amid geopolitical instability. The community is closely monitoring technical breakout levels and potential shifts in central bank activity, with many interpreting ongoing price consolidation as a base-building phase for long-term upside.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is trending due to a powerful, momentum-driven rally fueled by optimism surrounding potential peace deal headlines in the Middle East and heavy institutional buying. While bulls are celebrating new all-time highs and aggressive short squeezes, many in the community remain deeply skeptical, debating whether this is a sustainable breakout or an artificial pump driven by algorithmic manipulation and headline-based sentiment.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending following a massive earnings beat that shattered revenue records, driven by surging demand for its AI networking infrastructure and hyperscale data center solutions. The community is actively discussing the company's strong guidance, which has effectively silenced concerns about a mid-year slowdown and reinforced its position as a critical player in the AI hardware stack.

First Majestic Silver Corp. engages in the production, development, exploration and acquisition of mineral properties. It owns and operates producing mines in México including the La Encantada Silver Mine, La Parrilla Silver Mine, San Martin Silver Mine, La Guitarra Silver Mine, Del Toro Silver Mine, Santa Elena Silver & Gold Mine, and San Dimas Silver & Gold Mine. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

First Majestic Silver is seeing heightened community discussion as shares react to volatility in silver spot prices, with investors closely watching mining production updates and potential catalysts in the precious metals sector. While some traders express frustration over recent downward momentum, many are debating whether current price levels represent an oversold entry point as they monitor broader market correlations and long-term supply-demand dynamics.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors react to a newly announced $1 billion credit facility and strong growth projections, fueling speculation about potential M&A activity and long-term scaling. The community is actively debating the stock's valuation, with many bullish investors dismissing recent price volatility as institutional manipulation while pointing to 19 consecutive quarters of beats and raises as the primary thesis for future upside.

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NMC Health Plc engages in the provision of medical services. The firm also focuses on the wholesale of pharmaceutical goods, medical equipment, cosmetics, and food. It operates through the Healthcare, and Distribution and Services segment. The Healthcare segment offers diagnostic services, in and outpatient clinics, research and medical services, and retailing of medicines and drugs. The Distribution and Services segment includes wholesale trading of pharmaceutical products, medical equipment, cosmetics, and food. The company was founded by Bavaghuthu Raghuram Shetty in 1975 and is headquartered in London, the United Kingdom.

NMC Health Plc - ADR

Neutral 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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