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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is under pressure as reports of a potential massive financing commitment to OpenAI have reignited community concerns regarding circular financing and capital-intensive AI infrastructure buildouts. While bulls maintain conviction in long-term AI demand and ecosystem dominance, traders are actively debating whether these financial guarantees represent a necessary strategic investment or a warning sign of balance-sheet strain.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is facing significant volatility following FDA briefing documents that challenge the statistical methodology and efficacy data for its Duchenne muscular dystrophy treatment, Deramiocel. The community is sharply divided, with bulls pointing to the company's rebuttalwhich claims the FDA relied on an obsolete statistical analysis planwhile others express deep concern over the regulatory scrutiny and the potential for a negative advisory committee outcome.

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 is facing sharp volatility as the community debates whether the stock is a long-term AI play currently suffering from a sector-wide correction, or if it is poised for further downside due to fears of Chinese memory competition and shifting contract pricing. While bulls point to strong historical fundamentals and upcoming earnings as potential catalysts for a recovery, many traders remain sidelined or are actively shorting, citing concerns about market manipulation and technical breakdowns.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is surging on a significant earnings beat and raise, driven by explosive demand for AI server infrastructure and networking equipment from major hyperscalers. The community is actively discussing the company's raised guidance for 2027 and its critical role in the AI buildout, leading many to view the stock as a key infrastructure play.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is currently a major focal point for traders ahead of earnings, with the community polarized between bullish long-term investors tracking AI data center power demand and aggressive short sellers questioning valuation and supply chain transparency. Investor sentiment is highly volatile as the stock experiences sharp price swings, driven by recent permit delays for major infrastructure projects and significant options activity positioning for a large post-earnings move.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is currently at the center of heavy investor debate as the market anticipates the release of earnings and strategic guidance, with community sentiment split between enthusiasm for its massive contracted revenue backlog and skepticism regarding the capital-intensive nature of its ongoing data center buildout. Investors are closely watching for confirmation that the company can efficiently convert its high-growth infrastructure pipeline into sustainable cash flow, while navigating broader macro-economic pressures affecting the AI and data center sectors.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors weigh significant progress in production deliveries and regulatory milestones against lingering concerns over debt management and maintenance-related operational incidents. While community discourse remains heavily focused on the companys massive order backlog and potential for a breakout post-earnings, sentiment is split between those viewing recent pullbacks as a generational buying opportunity and skeptical traders frustrated by the stock's inconsistent performance.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is currently trending as investors debate whether the recent decline driven by restructuring costs and Watchman product concerns represents a bottom or a deeper structural issue. The community is actively discussing massive put volume, potential institutional accumulation, and the stock's long-term value compared to medical device peers as they await critical upcoming earnings.

iShares Inc. - iShares MSCI South Korea ETF

iShares MSCI South Korea ETF

iShares MSCI South Korea ETF (EWY) is trending as investors react to extreme volatility in Korean markets, driven by aggressive retail leverage, ongoing semiconductor labor tensions at major firms, and significant inflows into memory-themed ETFs. Market participants are closely watching the concentrated influence of South Korea's memory chip giants on the index and whether these semiconductor stocks can maintain their momentum amid concerns over market saturation and global macro risks.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing intense investor focus driven by a massive $500 billion-plus partnership with Nvidia to supply next-generation HBM4 memory for future AI infrastructure. While community sentiment reflects a mix of optimism regarding these long-term supply contracts and ongoing volatility tied to Korean market leveraged trading, investors are closely watching upcoming earnings for validation of the firm's backlog and its ability to maintain its leading position in the AI memory cycle.

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Odyssey Therapeutics Hits $900M Valuation In Nasdaq Debut, Stock Climbs 13% Before Diving Lower

Equity

The Boston-based clinical-stage biopharmaceutical company raised $279 million through an upsized offering, issuing 15.5 million shares of its common stock.

Odyssey Therapeutics, Inc. is a clinical-stage biopharmaceutical company which develops medicines for autoimmune and inflammatory diseases. Its programs include OD-001, an oral small-molecule scaffolding inhibitor of receptor-interacting protein kinase 2, or RIPK2, and OD-002, an oral small-molecule inhibitor of solute carrier family 15 member 4, or SLC15A4. The company was founded by Gary D. Glick, Melissa Merrick and David L. Pompliano in April 2021 and is headquartered in Boston, MA.

Odyssey Therapeutics Inc

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

The Fed's July 28-29 meeting has markets debating a hold versus a hike, not a cut, with CME FedWatch pricing roughly a 65% chance of no change and rising odds of a September rate increase amid inflation running well above the 2% target. What do you expect the Fed to decide? Drop a comment with when you expect the first cut/hike to be.

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

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.94	--	--	N/A
Q1 '26	-$1.15	-$6.77	-488.29%	MISSED

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