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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking substantial financing to buy Nvidia chips for its AI buildout are driving debate: some traders see the borrowing and capital needs as a debt and valuation risk, while others view it as investment in future growth. Concerns about an upcoming share unlock add to near-term caution.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists five-year patent-licensing and settlement agreement with Micron, which ends their pending legal disputes and provides recurring licensing revenue, drove the sharp share move. Traders largely welcomed the deal as validation of Netlists memory patents, while some questioned its terms and viewed potential SK Hynix or Google agreements as future, uncertain catalysts.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

A rebound in Amazon shares has traders watching for a technical breakout, with bullish posts pointing to improving momentum and bearish ones wary of the stocks repeated intraday fades and lagging performance. Discussion also reflects optimism around AWS and AI growth ahead of earnings, balanced by concerns over heavy investment spending.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is drawing attention after reporting a quarterly earnings beat and raising its fiscal 2027 outlook, citing strength in AI infrastructure and memory demand tied to data-center growth. The reaction is largely bullish, though traders are debating whether the strong results will sustain the rally or be met with profit-taking and resistance.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy surged after signing a 20-year Google power agreement that supports 890 MW of added nuclear capacity and includes a separate long-term supply contract, reinforcing expectations that AI data-center demand will boost the value of reliable electricity. Traders broadly welcomed the deal as a catalyst for CEG and the wider power sector, while some flagged profit-taking and uncertainty about whether the rally can hold.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs reported discussions with Elon Musks Terafab project are drawing attention, with traders weighing the prospect of a Texas manufacturing role against Musks caveat that talks are preliminary and no deal is finalized; some note Intel remains the projects named primary partner. The speculation is adding to bullish chatter around TSMCs breakout and its central role in meeting strong AI-chip demand.

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

Zetas agreement to acquire Digital Audience is drawing attention alongside CEO David Steinbergs bullish CNBC remarks about customer business generated by Zeta Live. Bulls see the acquisition as expanding the companys AI-driven data and marketing reach, while some traders warn of profit-taking and acquisition or dilution risks.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate is under pressure after reports that Toshiba plans to expand HDD capacity for AI data centers, prompting concerns that added competition could weaken the tight-supply and pricing-power story behind the storage rally. Traders are divided between expecting a lasting competitive threat and calling the selloff an overreaction, arguing that strong demand and a gradual capacity ramp may limit the near-term impact.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Discussion centers on claims that Igloo is winding down Abstract: some traders see a possible shift of focus back to Pudgy Penguins and PENGU as bullish, while others criticize Luca and voice concerns about token sales or a rug. The conversation also reflects mixed sentiment around PENGUs price weakness, with speculative calls for a rebound alongside frustration over selling pressure.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

Anthropics report of discovering a CRISPR-like enzyme system has prompted concern about competition across gene-editing stocks, including CRSP. Traders disagree on its significance: some see a possible long-term challenge, while others emphasize that its function remains unknown and that it does not pose a clear near-term threat to CRSPs clinical programs.

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Once Upon a Farm Expands Kids Portfolio With Organic Electrolyte Pouches

Once Upon a Farm Expands Kids Portfolio With Organic Electrolyte Pouches Once Upon a Farm Expands Kids Portfolio With Organic Electrolyte PouchesPR NewswireBERKELEY, Calif., Oct. 5, 2026Providing real-food fuel for the back-to-school season, this expansion solidifies the brand's leadership in...

Once Upon a Farm Announces Participation in Barclays Global Consumer Conference

Once Upon a Farm, PBC (NYSE: OFRM) (the Company), a leading high-growth company driving systemic improvement in childhood nutrition, today announced that CEO and co-founder John Foraker, and President and CFO Larry Waldman, will participate in a fireside chat at the Barclays Global Consumer...

Once Upon A Farm (OFRM) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for Once Upon A Farm (OFRM) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Once Upon a Farm Reports Second Quarter 2026 Financial Results

Once Upon a Farm, PBC (NYSE: OFRM) (or the Company), a leading high-growth company driving systemic improvement in childhood nutrition, today announced financial results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights Compared to Prior Year Period Net sales...

Once Upon a Farm to Report Second Quarter Fiscal Year 2026 Financial Results on Thursday, August 6, 2026

Once Upon a Farm, PBC (NYSE: OFRM) (the Company), a leading high-growth company driving systemic improvement in childhood nutrition, today announced it will report financial results for the second quarter ended June 30, 2026, on Thursday, August 6, 2026, after market close. The Company will host a...

Once Upon a Farm Releases 2025 Impact Report, Advancing Mission to Shape the Future of Food

Once Upon a Farm, the mission-driven brand known for bringing organic, farm-fresh nutritious snacks and meals to families, released its 2025 Impact Report outlining the companys continued progress across its sustainability framework: Empowering Healthy Communities, Farming for People and Planet and...

Once Upon a Farm to Participate in Upcoming Investor Conferences

Once Upon a Farm, PBC (NYSE: OFRM) (the Company), a leading high-growth company driving systemic improvement in childhood nutrition, today announced it will participate in the following investor conferences: TD Cowens 10th Annual Future of the Consumer Conference Date: June 2, 2026 William Blairs...

NYSE Content Update: Eli Lilly to Celebrate 150 Years of Scientific Innovation

NYSE Content Update: Eli Lilly to Celebrate 150 Years of Scientific Innovation NYSE Content Update: Eli Lilly to Celebrate 150 Years of Scientific Innovation PR Newswire NEW YORK, May 11, 2026 NYSE issues a pre-market daily advisory direct from the trading floor.NEW YORK, May 11, 2026 /PRNewswire...

Once Upon A Farm (OFRM) Reports Q1 Earnings: What Key Metrics Have to Say

The headline numbers for Once Upon A Farm (OFRM) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Once Upon a Farm Reports First Quarter 2026 Financial Results

Once Upon a Farm, PBC (NYSE: OFRM) (or the Company), a leading high-growth company driving systemic improvement in childhood nutrition, today announced financial results for the first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights Compared to Prior Year Period Net sales...

Once Upon A Farm PBC manufactures baby, toddler and kids nutrition food products. It offers fruits, vegetables and superfood blends that are specifically customized for children. The company was founded by John M. Foraker, Jennifer Garner, Curtis Cassandra and Ari Raz in 2015 and is headquartered in Berkeley, CA.

Once Upon a Farm PBC

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.

OFRM Once Upon a Farm PBC