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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

Investors are actively debating the stock's future amid heavy downward pressure, fueled by concerns over upcoming massive share unlocks, high valuation, and limited profitability. Community sentiment remains deeply divided, with some betting on a short squeeze or potential merger catalysts, while many others are bracing for further declines toward sub-100 levels.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors weigh significant AI and cloud infrastructure growth against volatility and skepticism regarding its recent price performance. The community is focused on the upcoming earnings report, with bulls highlighting the company's AI-RAN leadership and strategic partnerships, while bears remain cautious about potential restructuring impacts and broader market headwinds.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant community enthusiasm following a solid earnings report that featured a revenue and EPS beat alongside a raised full-year subscription outlook. Investors are focused on the company's $1 billion AI contract value milestone and Bill McDermott's strategic shift toward cybersecurity, which has fueled discussions about the platform's role as an essential 'AI control tower' for enterprise automation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure as investors react to a post-earnings miss on earnings per share and narrowing margins, with community discussions largely centered on concerns over high capital expenditures and the timeline of autonomous projects. While the broader community remains divided, many are focused on the strategic pivot toward AI infrastructure, long-term capex goals, and the potential for closer integration with SpaceX.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending following a massive earnings report where a major EPS beat and significant growth in Google Cloud revenue were overshadowed by concerns over surging capital expenditures and negative free cash flow. While the community is debating whether the aggressive AI infrastructure spending is a necessary long-term investment or a sign of unsustainable cash burn, many investors are focused on the company's substantial cloud backlog as proof of durable AI demand.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing downward price pressure despite strong revenue and cloud growth because of intensified concerns regarding the massive capital expenditures required to fuel AI infrastructure. The community is actively debating whether these heavy investments represent a strategic path to long-term dominance or an unsustainable burden on cash flow.

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

Investors are closely tracking SELLAS Life Sciences as the company approaches the 80th event milestone for its Phase 3 REGAL trial, with the community highly focused on the potential for imminent topline results and a possible buyout. The upcoming media appearance by the CEO has ignited intense debate among retail traders, with bulls anticipating a strategic catalyst and bears citing skepticism regarding trial timelines and institutional movements.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing heightened volatility as investors weigh the impact of aggressive AI capital expenditure guidance against persistent geopolitical tensions in the Middle East. Market participants remain fixated on upcoming mega-cap earnings reports, with active debate focusing on whether current valuation levels can be sustained amid rising bond yields and potential algorithmic instability.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

General Motors is trending as analysts highlight the stock's resilient earnings growth and improved profit margins driven by strong truck and SUV sales. The community is actively discussing the company's strategic shift toward cost-disciplined operations and its long-term potential for capital returns amid broader automotive sector volatility.

Texas Instruments Incorporated engages in the design and manufacture of semiconductors. It operates through the following segments: Analog, Embedded Processing, and Other. The Analog segment semiconductors change real-world signals, such as sound, temperature, pressure or images, by conditioning them, amplifying them and often converting them to a stream of digital data that can be processed by other semiconductors, such as embedded processors. The Embedded Processing segment involves handling specific tasks and can be optimized for various combinations of performance, power, and cost, depending on the application. The Other segment includes DLP products, calculators, and custom application-specific integrated circuits products. The company was founded in 1930 and is headquartered in Dallas, TX.

Texas Instruments Inc.

Texas Instruments shares are trending as investors weigh a double earnings miss against a strong Q3 revenue and EPS outlook, with community sentiment split between frustration over the headline numbers and excitement for the company's long-term position in the AI infrastructure buildout. Market participants are actively debating whether this post-earnings volatility signals a classic value opportunity or a temporary rally that may see profit-taking in the coming days.

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Natus Medical, Inc. engages in providing healthcare solutions. It also focuses on the diagnosis and treatment of central nervous and sensory system disorders. The company was founded by Maurizio Liverani, John Robert Camber Porter, William Jr. New, Brian Prinn and William W. Moore on May 26, 1987 and is headquartered in Middleton, WI.

Natus Medical Inc

Extremely 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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