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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as investors rally behind a reported chip manufacturing partnership with Apple, a catalyst fueling momentum for its domestic foundry business. The community is actively debating the strength of this institutional shift, with many focusing on whether this collaboration and leadership changes will solidify the company's position as a long-term AI infrastructure powerhouse.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors digest positive Phase 3 VELA program data, fueling expectations for a potential best-in-class market position and increased M&A interest. The community is actively discussing the drug's long-term efficacy, upcoming trial readouts, and the strategic positioning of the company ahead of a planned BLA submission.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp (SNDK) is experiencing intense investor scrutiny due to its aggressive, parabolic price run, which many community members compare to a bubble and are actively debating against its fundamental valuation. The stock is a focal point for intense sentiment clashes between bulls citing a structural supercycle in memory and AI infrastructure, and bears pointing to technical exhaustion and a potential for a severe, liquidation-driven correction.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is seeing intense trading activity as investors react to a positive analyst price target upgrade and growing excitement over its expansion into the weight-loss peptide market. The community is actively debating the potential for a short squeeze as the stock reclaims key technical levels, with bulls focusing on upcoming regulatory milestones while bears remain skeptical of the sustainability of the recent rally.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing heightened volatility as traders weigh the impact of an upcoming Federal Reserve decision and broader geopolitical tensions in the Middle East. Community sentiment remains polarized, with many investors debating whether to aggressively "buy the dip" on semiconductor strength or hedge against a potential pullback in an overextended tech sector.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is facing a significant sell-off as traders aggressively rotate capital away from enterprise software and into semiconductor and hardware-focused AI plays, despite the company's recent strategic $3.6 billion acquisition of AI agent firm Fin. The community is actively debating whether this decline represents an irrational market reaction to a 'SaaSpocalypse' narrative or a genuine valuation reset, with many investors focusing on the company's massive share buyback program and long-term enterprise software durability as potential catalysts for a recovery.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors weigh its role as a strategic domestic leader against the potential impact of ongoing U.S.-China diplomatic discussions regarding critical mineral supply chains. The community remains highly focused on the company's long-term utility in defense and high-tech sectors, with many market participants viewing recent price volatility as a divergence from the stock's fundamental positioning as a key beneficiary of Western industrial and national security policy.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors react to a $1.2 billion investment in a new South Carolina magnet manufacturing facility and ongoing progress toward securing over $1.6 billion in federal CHIPS Program funding. The community is actively discussing the company's role as a domestic supply chain leader, weighing its strategic government partnerships and infrastructure growth against market volatility and potential share dilution concerns.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing heightened volatility as the community debates whether the stock's sharp decline is a result of manipulative institutional downgrades or genuine concerns regarding long-term AI disruption to its core tax and accounting business. Despite the bearish sentiment, many investors are actively accumulating shares, pointing to strong free cash flow and aggressive stock buyback plans as reasons to believe the current price represents a deep value opportunity.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is experiencing intense selling pressure, with the community polarized between those viewing current levels as a deep-value opportunity for a long-term AI-driven reversal and those warning of a persistent value trap. Sentiment remains heavily burdened by broader concerns over Chinese market liquidity, geopolitical risks, and a lack of investor confidence despite the company's aggressive expansion into AI and cloud infrastructure.

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NVIDIA Falls on Data Center Misses: Buy the Dip with ETFs?

NVDA's Q2 beat was marred by a data center revenue miss, but ETFs like SMH and SHOC could help investors play its AI-driven growth, with lesser risks.

OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT

Investing.com -- OpenAI has secured $8.3 billion in funding at a $300 billion valuation, exceeding its target and completing the fundraising months ahead of schedule, according to the  New York Times  (NYSE:NYT) DealBook Newsletter.

U.S. tech names no longer behaving as a "homogeneous block," BCA Research says

Investing.com - A recent rally in tech stocks is becoming increasingly polarized, with names like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) outpacing even its "Magnificent Seven" mega-cap peers such as Apple (NASDAQ:AAPL), according to analysts at BCA Research.

Nvidia orders 300,000 H20 chips as China demand surges, Reuters reports

Investing.com-- Nvidia (NASDAQ:NVDA) has placed fresh orders for 300,000 of its H20 AI chips with contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) amid rising demand from China, Reuters reported on Tuesday, citing unnamed sources.

Nvidia’s H20 stockpile won’t meet accelerating China demand: Jefferies

Investing.com -- Nvidia’s inventory of H20 AI chips is unlikely to satisfy surging demand in China following a temporary lift of U.S. export restrictions, according to Jefferies.

Trump’s ’big beautiful bill’ to boost big tech’s cash bonanza, AI dominance: MS

Investing.com -- President Trump’s One Big Beautiful Bill may be pitched as a game-changer for America’s future, but Morgan Stanley analysts believe the real impact is a windfall for Big Tech—delivering a powerful, cash-rich boost to the biggest names in AI, helping them dominate the future of AI. 

Morgan Stanley identifies next wave of AI-linked "alpha"

Investing.com - "Clear signs" of above-benchmark returns are emerging in companies whose operations are significantly reliant on artificial intelligence, according to analysts at Morgan Stanley.

Trump said he considered breaking up Nvidia; signs 3 orders to support AI

Investing.com-- U.S. President Donald Trump said on Wednesday that he had considered breaking up NVIDIA Corporation (NASDAQ:NVDA) to boost competition in the artificial intelligence sector, but had reconsidered over the difficulty of such a move.

Nvidia faces production hurdles in China H20 restart- The Information

Investing.com-- NVIDIA Corporation (NASDAQ:NVDA) told its Chinese customers that it has limited supplies of the H20 chip, the most powerful artificial intelligence chip it is allowed to sell in the country, The Information reported on Saturday. 

Sizing China’s AI chip ambitions amid rising demand

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

'Over-Achiever' Nvidia Warms Sell-Side, Retail As Bullish Analyst Says Path For $4 Trillion Market Cap Laid Out

Equity

Extremely Bearish 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.

Current Price	$99.73
Prev Close	$94.76
Open	$97.20
Dividend Yield	N/A
50-Day Moving Average	$101.89
Beta	N/A
Avg. Volume	9.79M
PE Ratio	N/A

52-Week High	$129.82
52-Week Low	$57.29
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

NVDLGraniteShares 2x Long NVDA Daily ETF

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