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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure amid retail investor frustration over executive compensation packages and a perceived lack of new high-profile customer contracts. While some community members remain focused on long-term infrastructure potential and oversold technical conditions, others are pivoting toward competitors, viewing recent corporate spending and dilution as clear bearish signals.

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 experiencing significant volatility as investors engage in broad sector profit-taking and de-risking across AI-linked semiconductor and memory stocks. The community remains deeply divided, with bulls pointing to long-term demand and aggressive price targets from analysts, while bears argue the sector is undergoing a necessary correction after an unsustainable parabolic rally.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying on strong production and delivery figures that exceeded guidance, sparking community optimism about the R2 platform's potential as a primary growth catalyst. While some investors remain cautious about long-term profitability and execution risks, many are actively discussing the stock's role as a major competitor to Tesla, viewing the recent momentum as a potential turning point for its long-term valuation.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending as traders analyze a multi-year supply agreement with Coherent, which provides significant capital prepayment and validates long-term demand for the company's indium phosphide substrates. While some community members highlight this as a key indicator of semiconductor supply chain strength and forward visibility, others are actively debating whether recent volatility and insider selling patterns signal an overextended valuation.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors digest the company's recent earnings report and analyze the ongoing demand for optical networking components within the AI infrastructure ecosystem. The community remains highly focused on the company's vertically integrated InP production capabilities and its multi-year supply agreements, which many see as a crucial hedge against supply chain bottlenecks in the race to scale data center connectivity.

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

Investors are closely tracking the 80th event milestone in the REGAL Phase 3 trial for galinpepimut-S, with community sentiment fueled by expectations of a major data readout or potential buyout announcement ahead of the long holiday weekend. The stock is seeing significant volume and price volatility as traders debate the implications of trial delays and the potential for a substantial revaluation if clinical endpoints are met.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is gaining significant community attention as shareholders focus on upcoming data readouts for its dermatological pipeline, while speculation persists regarding potential M&A activity and legal developments involving Eli Lilly. Investors remain intensely focused on the drug candidate's durability and long-term efficacy, which many view as a potential differentiator in the competitive autoimmune market.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending downward following reports that Meta Platforms may develop its own cloud infrastructure to monetize excess AI compute, triggering broad investor concern over increased competition and potential supply pressure in the AI data center sector. While the community is actively debating the durability of the neocloud business model versus hyperscaler dominance, market sentiment remains split between those calling the pullback a buying opportunity based on existing long-term contracts and those fearing that the AI infrastructure sector is entering a repricing phase.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

REalloys Inc. is seeing increased investor attention driven by its strategic role in domestic rare earth processing, highlighted by a pending inclusion in the Russell 3000 index and active government-backed partnerships to secure North American supply chains. The community is actively debating the stock's long-term potential as a critical defense asset versus its current pre-revenue status, with many traders closely monitoring short interest data and technical support levels.

Abeona Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in the development of gene therapy for severe and life-threatening rare diseases. It programs include EB-101 (gene-corrected skin grafts) for recessive dystrophic epidermolysis bullosa (RDEB), ABO-102 (AAV-SGSH), an adeno-associated virus (AAV) based gene therapy for Sanfilippo syndrome type A (MPS IIIA), and ABO-101 (AAV NAGLU), an AAV based gene therapy for Sanfilippo syndrome type B (MPS IIIB). The company was founded in 1974 and is headquartered in Cleveland, OH.

Abeona Therapeutics Inc

Abeona Therapeutics is currently trending as investors monitor the commercial rollout of ZEVASKYN, with the community actively discussing the potential for a short squeeze driven by significant short interest and upcoming earnings catalysts. While there is skepticism regarding the pace of patient onboarding and the consistency of management's communication, bulls are focused on the long-term value of the FDA-approved therapy, recent institutional accumulation, and the expectation of reaching monthly profitability.

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China Sanctions 10 US Defense, Rare Earth Firms, Restricts 46 From Govt Procurement Weeks After Pentagon Blacklist

China Sanctions 10 US Defense, Rare Earth Firms, Restricts 46 From Govt Procurement Weeks After Pentagon Blacklist

 China said on Monday that it will add 10 American firms to its export control list, including two rare earth?firms MP Materials and USA Rare Earth, while also restricting...

Federal Signal (FSS) Soars 4.1%: Is Further Upside Left in the Stock?

Federal Signal (FSS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Oshkosh Defense Highlights Proven, Adaptable Tactical Mobility Solutions for Europe at Eurosatory 2026

As European and allied forces accelerate modernization efforts in response to evolving operational threats, Oshkosh Defense LLC, an Oshkosh Corporation [NYSE: OSK] business, will showcase proven tactical mobility solutions at Eurosatory 2026 designed to support interoperability, distributed...

Oshkosh Defense Secures $142 Million Orders for FMTV A2, Reflecting Continued Global Demand

Oshkosh Defense LLC, an Oshkosh Corporation [NYSE: OSK] business, today announced orders valued at $142 million for its Family of Medium Tactical Vehicles (FMTV) A2 platform from U.S. and international customers. The multiple awards underscore sustained demand for proven, modernized tactical...

U.S. Marine Corps Expands Autonomous Fires Capability with Oshkosh Defense ROGUE-Fires Block 2 Award

Oshkosh Defense LLC, an Oshkosh Corporation [NYSE: OSK] business, announced today it has received two delivery orders from the U.S. Marine Corps for the Remotely Operated Ground Unit for Expeditionary Fires (ROGUE-Fires) Block 2 Production, totaling $92M. This press release features multimedia...

Is Oshkosh Corporation (OSK) Among the Best Heavy Equipment Stocks to Buy as Backlogs Hit Records?

Is Oshkosh Corporation (OSK) Among the Best Heavy Equipment Stocks to Buy as Backlogs Hit Records...

Oshkosh Analysts Cut Their Forecasts Following Q1 Earnings

Oshkosh (OSK) reported lower-than-expected Q1 results, reaffirmed FY2026 EPS guidance, and received mixed price target changes from analysts.read more...

OSK Q1 Earnings Miss Estimates on Lower Access Results

OSK misses Q1 earnings estimates as weaker Access and Vocational profitability offsets steady revenues and strong backlog-driven demand visibility.

OSK Makes Notable Cross Below Critical Moving Average

In trading on Friday, shares of Oshkosh Corp (Symbol: OSK) crossed below their 200 day moving average of $141.44, changing hands as low as $131.44 per share. Oshkosh Corp shares are currently trading off about 9.8% on the day. The chart below shows the one year performance of...

Why Oshkosh Stock Crashed Today

Key PointsOshkosh beat on sales but missed badly on earnings this morning...

Oshkosh Corp. is an industrial company, which engages in the design, development, and manufacture of purpose-built vehicles and equipment. It operates through the following segments: Access, Defense, and Vocational. The Access segment designs and manufactures access and material handling equipment. The Defense segment is involved in design and manufacture, and sustains vehicles and mobility systems. The Vocational segment includes the Pierce, Maxi-Metal, McNeilus, AeroTech, IMT, Frontline Communications, and Oshkosh S-Series businesses. The company was founded in 1917 and is headquartered in Oshkosh, WI.

Oshkosh Corp

GM, Ford Back In WWII Mode? Pentagon Reportedly Wants Detroit To Make Weapons Amid Sliding Auto Sales

Equity

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.

Current Price	$142.70
Prev Close	$144.72
Open	$146.95
Dividend Yield	1.58%
50-Day Moving Average	$138.75
Beta	1.25
Avg. Volume	660,545.14
PE Ratio	16.12

52-Week High	$180.49
52-Week Low	$116.77
Market Capitalization	$9.02B
EPS (Annual)	$10.02
Price to Book	2.03
Revenue Per Employee	$566,429.35

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