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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors ramp up activity ahead of the upcoming Russell index reconstitution, fueling high expectations for passive institutional inflows. The community is actively discussing the stock's potential graduation to the Russell 1000, while closely monitoring for anticipated global partnership announcements in July that could act as a catalyst for a short squeeze.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending following the announcement of a joint research agreement with Honda, which investors view as critical validation of its solid-state battery technology. The community is actively debating the significance of the news, with many pointing to the partnership as a major de-risking event that suggests growing commercial momentum and potential for additional OEM collaborations.

Roundhill ETF Trust - Roundhill Memory ETF

$DRAM is currently trending as investors focus on the memory sector's role as a critical bottleneck for AI infrastructure ahead of upcoming Micron earnings. The community remains highly active in debating whether the current price action reflects a structural re-rating of memory as an essential AI asset or a cyclical trend nearing an exhaustion point.

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 gaining momentum as investors anticipate the upcoming 80th event milestone for its Phase 3 REGAL trial, fueling intense speculation about a potential buyout from big pharma. Community sentiment remains highly charged, with intense debate over short interest levels, skyrocketing borrow fees, and the long-term potential of the GPS platform.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently facing significant downward pressure and technical breakdowns, leading to intense debate among community members over whether this represents a generational buying opportunity or a deeper valuation reset. Investors are closely monitoring key support levels as sentiment shifts, while discussion remains divided between those betting on the company's long-term AI-driven fundamental narrative and those cautioning against ongoing sector-wide multiple compression.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending due to its pivotal role in the AI data center supply chain, bolstered by a multi-billion-dollar fiber-optic partnership with Amazon that builds on existing deals with major hyperscalers. Investors and the community are actively debating the stock's long-term potential as an essential "picks and shovels" play, with technical traders closely monitoring its breakout momentum and high option volume.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following a transformational five-year, $335 million storage partnership with CoreWeave that significantly boosts revenue visibility and highlights its role in AI infrastructure. Community sentiment remains polarized between bulls citing this major AI-linked contract as a long-term re-rating catalyst and bears expressing skepticism regarding debt levels and the potential for future share offerings.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant volatility and scrutiny from the investor community as it nears its inaugural quarterly earnings report, with sentiment divided between enthusiasm for its AI inference partnerships with OpenAI and AWS and concerns over stretched valuations, heavy insider share lockup expirations, and competitive pressures.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant volatility and a sharp pullback as investors weigh contagion fears from the South Korean semiconductor sector against high expectations for the company's upcoming earnings release. The community remains deeply divided, with bulls viewing the dip as an attractive entry point driven by sustained AI-related memory demand, while bears argue the stock is in a parabolic blow-off phase ripe for a broader correction.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is generating significant buzz as a high-volatility short squeeze candidate, fueled by a tight float and recent White House executive orders prioritizing post-quantum cryptography. While the community is actively debating its speculative potential and contrasting its low valuation with other quantum-sector leaders, traders remain focused on whether price action can sustain momentum above key psychological thresholds.

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Orion Starts Circular Carbon Black Manufacturing in China

Orion starts circular carbon black production in China, adding ECORAX grades from tire pyrolysis oil to meet growing global demand.

Why Is Orion (OEC) Up 0.3% Since Last Earnings Report?

Orion (OEC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Orion S.A. Launches Circular Carbon Black Production in China

Orion S.A. (NYSE: OEC), a global specialty chemicals company, announced today it is producing circular carbon black at its ISCC PLUS-certified plant in the eastern coastal city of Qingdao, China. The facility is making three grades ECORAX Circular 200, 210 and 215 from tire pyrolysis oil (TPO...

Orion S.A.s Sustainability Report Highlights Role in Electrification, Circular Economy

Orion S.A. (NYSE: OEC), a global specialty chemicals producer, today released its 2025 Sustainability Report, showcasing how the companys materials are advancing electrification, energy storage and the circular economy. With the theme Driving innovation essential for the future, the reports...

Orion S.A. to Participate in Upcoming Investor Conferences

Orion S.A. (NYSE: OEC), a global specialty chemicals company, today announced participation in upcoming investor conferences. Orion will attend the: Mizuho Small & Mid-Cap Chemicals Conference in New...

OEC Q1 Earnings Miss on Lower Pricing, Sales Down Y/Y

Orion swings to a Q1 loss as lower pricing, oil pass-through effects and weak Rubber Carbon Black margins offset higher volumes.

Orion (OEC) Reports Q1 Loss, Lags Revenue Estimates

Orion (OEC) delivered earnings and revenue surprises of -157.90% and -0.51%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Orion S.A. Reports First Quarter Earnings; Increases Full Year 2026 Adjusted EBITDA Outlook

Orion S.A. (NYSE: OEC), a specialty chemical company, today reported First Quarter 2026 Net sales of $460 million, a 4% decrease from the prior year, consisting of a 11% reduction in price...

Flotek Industries (FTK) Lags Q1 Earnings Estimates

Flotek Industries (FTK) delivered earnings and revenue surprises of -7.69% and +13.36%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Orion (OEC) to Release Earnings on Wednesday

Orion (NYSE:OEC) will be releasing its Q1 2026 earnings after the market closes on Wednesday, May 6. (View Earnings Report at...

Orion SA engages in the production and supply of carbon black. It operates through the Specialty Carbon Black and Rubber Carbon Black segments. The Specialty Carbon Black segment manufactures specialty carbon black at multiple sites for a broad range of specialized applications. The Rubber Carbon Black segment is used in the reinforcement of rubber in tires and mechanical rubber goods. Specialties are used as pigments and performance additives in coatings, polymers, printing and special applications. The company was founded on April 13, 2011 and is headquartered in Senningerberg, Luxembourg.

Orion S.A

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.15	--	--	N/A
Q1 '26	$0.03	-$0.11	-516.27%	MISSED
Q4 '25	-$0.07	-$0.34	-386.61%	MISSED
Q3 '25	$0.24	$0.29	19.72%	BEAT
Q2 '25	$0.33	$0.32	-3.36%	MISSED

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OECOrion Engineered Carbons S.A.

Upcoming Earnings: Q2 '26

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