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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 following a preliminary business update that revealed record-breaking demand and a massive order backlog, effectively silencing concerns over weakening margins. The market is buzzing with speculation about a potential short squeeze, as bullish investors highlight the company's improved profitability and expanding AI infrastructure footprint while bearish traders question the management's credibility.

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 C

Investors are closely monitoring Alphabet ahead of its upcoming earnings report, with community sentiment largely focused on the sustainability of massive AI capital expenditures and their impact on cloud growth. Debate persists over whether the stock will face significant volatility due to high expectations for AI monetization or remain a long-term powerhouse in the tech sector.

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 is trending following a better-than-expected earnings report that highlighted record fiber and fixed wireless subscriber growth, easing investor concerns regarding potential market disruption from competitors like SpaceX. The community is actively discussing the company's role as a foundational infrastructure play for the AI era and debating the sustainability of its dividend and share repurchase plans against broader sector volatility.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors react to reports of Microsoft deploying the company's new Helios AI infrastructure, fueling speculation about potential major partnerships with Anthropic ahead of a high-profile AI event. The community remains divided, with many debating if current valuations and aggressive expansion plans are sustainable or if the stock is overextended following a significant pre-earnings rally.

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 trending as the market evaluates a mixed earnings report, where a bottom-line EPS miss was overshadowed by raised revenue guidance and surging data center demand. Investors are actively debating whether the stock's recent pullback is an overreaction to profit-taking or a necessary correction given the stock's high valuation and technical setup.

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 Inc. is currently a focal point for investors weighing its long-term potential as an AI data licensing platform against concerns regarding traffic sustainability and potential friction with search engine partners. The community remains deeply divided, with bulls pointing to robust growth in self-service advertising and unique human-generated data, while bears caution against overvaluation and the risk of traffic volatility.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors focus on its strong government ties and strategic role in quantum sensing for national security and critical minerals mapping. The community is actively discussing the stock's potential for organic growth and long-term value, with many viewing the current price action as a major buying opportunity despite broader market volatility.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is currently a major focal point for investors as they look ahead to upcoming Phase 3 clinical data for ivonescimab, which the community sees as a potential blockbuster in oncology. Conversations are dominated by debates over global trial outcomes and the stock's positioning as a high-stakes disruptor, with active discussions surrounding recent insider buying signals and heavy short interest.

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 trending following positive Phase 3 topline results for plozasiran in patients with severe hypertriglyceridemia, which demonstrated significant triglyceride reduction and a clear safety profile. Community discussion is heavily focused on the drug's blockbuster potential, the competitive landscape regarding other industry players, and excitement surrounding the company's robust pipeline and future catalysts.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is seeing massive, record-breaking trading volume driven by bullish sentiment surrounding new defense orders and growing institutional interest. The community is actively discussing the stock's potential for a short squeeze, citing high short interest and anticipation for upcoming earnings to validate the company's long-term growth story.

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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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