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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after a preliminary business update revealed record-breaking demand with over $60 billion in new orders and a significant doubling of gross margin guidance. The community is actively debating the potential for a massive short squeeze, with many pointing to the company's strong backlog and improved profitability as evidence that the stock remains deeply undervalued despite persistent skepticism regarding management and legal concerns.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is drawing significant investor interest following strong earnings and a raised financial outlook, fueled by massive backlog growth and surging electrification demand for AI data centers. While some market participants are taking profits due to valuation concerns, the community remains heavily focused on the company's long-term potential as a critical player in global power infrastructure.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares are currently experiencing significant volatility as investors weigh robust quarterly results, including record fiber and wireless additions, against broader market concerns regarding potential long-term competition from Starlink. The community remains focused on the company's foundational role in AI infrastructure and its commitment to consistent dividend payouts, while actively debating whether recent price declines represent an oversold buying opportunity.

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 A

Alphabet Inc Class A

Alphabet is facing a sell-off as investors react to reports of delays in its Gemini 3.5 Pro model rollout, raising concerns about Google's pace in the competitive AI race. Despite the short-term volatility, the community remains divided between those viewing the pullback as a buying opportunity in a fundamental powerhouse and those wary of the high expectations surrounding AI capital expenditure.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowhead Pharmaceuticals is capturing market attention as the company moves toward Phase 3 data for its plozasiran program in severe hypertriglyceridemia, with the community closely tracking the potential for label expansion and long-term pipeline value. Investors are actively discussing the firm's strategic positioning in the obesity and CNS markets, while navigating volatility driven by index rebalancing and institutional trading patterns.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors aggressively monitor its capital expenditure and AI infrastructure development ahead of upcoming earnings, with sentiment split between concerns over Gemini's performance delays and enthusiasm for the stock's long-term dominance in search and cloud computing. The community is actively debating whether high spending on AI will yield immediate monetization or if Alphabet's massive investment cycle signals a broader shift in market volatility.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors digest the finalization of a multi-year partnership with Virgin Atlantic to launch electric air taxi services in the UK, a development that follows consistent gains and strong volume. Community sentiment remains divided between bulls focused on the company's long-term certification milestones and strategic manufacturing alliance with Toyota, and bears skeptical of high cash burn and potential dilution.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing significant volatility as market participants debate its long-term valuation and dependency on AI-related search traffic. Community discussions are split between bearish sentiment over potential content licensing disputes and bullish technical setups centered around the stock's role in the evolving AI and digital advertising landscape.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy (FLNC) is trending as investors weigh an analyst upgrade from Citi, which highlights its role in the energy storage and AI-driven infrastructure buildout, against a volatile technical backdrop characterized by recent insider selling and price sensitivity. The community remains actively engaged in debating the company's long-term growth potential versus its near-term profitability challenges, with many traders closely monitoring support levels and looking for confirmation of further hyperscaler partnerships.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Investors are actively debating the company's aggressive focus on AI-driven digital intelligence and its global store expansion, which continues to drive internal optimism regarding long-term growth despite ongoing price volatility. While some community members remain frustrated by the stock's lack of upward momentum and OTC status, others view current price dips as strategic opportunities to accumulate shares ahead of potential future relisting developments.

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Osisko Gold Royalties Ltd (TSE:OR) Given Average Recommendation of "Moderate Buy" by Analysts

Osisko Gold Royalties Ltd (TSE:OR - Get Free Report) has earned an average recommendation of "Moderate Buy" from the seven analysts that are presently covering the firm, MarketBeat reports. Three analysts have rated the stock with a hold rating, three have issued a buy rating and one has given a...

Scotiabank Cuts Earnings Estimates for Osisko Gold Royalties

Osisko Gold Royalties Ltd (TSE:OR - Free Report) - Analysts at Scotiabank dropped their FY2026 EPS estimates for Osisko Gold Royalties in a report issued on Thursday, April 23rd. Scotiabank analyst...

FY2026 EPS Estimate for OR Royalties Decreased by Analyst

OR Royalties Inc. (NYSE:OR - Free Report) - Research analysts at Scotiabank decreased their FY2026 earnings per share (EPS) estimates for shares of OR Royalties in a note issued to investors on...

U S Global Investors Inc. Has $12.15 Million Holdings in OR Royalties Inc. $OR

U S Global Investors Inc. lessened its stake in OR Royalties Inc. (NYSE:OR - Free Report) by 63.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and...

OR Royalties Inc. $OR Shares Sold by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA decreased its position in shares of OR Royalties Inc. (NYSE:OR - Free Report) by 3.5% during the 4th quarter, according to the company in its most recent 13F...

Osisko Gold Royalties (TSE:OR) Given New C$71.00 Price Target at Stifel Nicolaus

Stifel Nicolaus upped their target price on shares of Osisko Gold Royalties from C$70.00 to C$71.00 and gave the stock a "buy" rating in a research note on Wednesday...

Osisko Gold Royalties (TSE:OR) Shares Cross Below 50 Day Moving Average - Here's Why

Osisko Gold Royalties (TSE:OR) Share Price Crosses Below 50 Day Moving Average - Here's Why...

OR Royalties (NYSE:OR) Lowered to "Buy" Rating by Wall Street Zen

Wall Street Zen cut shares of OR Royalties from a "strong-buy" rating to a "buy" rating in a research note on Saturday...

Royal Bank Of Canada Reaffirms Outperform Rating for OR Royalties (NYSE:OR)

Royal Bank Of Canada reiterated an "outperform" rating and issued a $56.00 target price on shares of OR Royalties in a research note on Friday...

Osisko Gold Royalties Ltd (TSE:OR) Receives Average Rating of "Moderate Buy" from Analysts

Osisko Gold Royalties Ltd (TSE:OR - Get Free Report) has received a consensus recommendation of "Moderate Buy" from the six brokerages that are presently covering the firm, Marketbeat.com reports...

OR Royalties, Inc. engages in the acquisition, mining, and exploration of precious metals, streams, and other royalties. It operates through the following geographical segments: North America, South America, Australia, Africa, and Europe. The company was founded on April 29, 2014 and is headquartered in Montréal, Canada.

OR Royalties Inc.

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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