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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following a massive sell-off triggered by a preliminary Q2 revenue miss, where management cited a shift in enterprise spending toward AI infrastructure over traditional software. The community is sharply divided between investors viewing the historic decline as an overreaction that offers a long-term value opportunity and bears who argue that the company is struggling with legacy issues and slowing growth.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending due to the announcement of a multi-billion-dollar compute agreement with Reflection AI, which community members are analyzing for its long-term revenue potential despite a volatile stock reaction. Investors are actively debating the company's ability to navigate increasing competitive pressure and execution risks while balancing optimism for its global AI cloud expansion.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending as investors weigh significant long-term potential from a major data center lease agreement against skepticism regarding the timing and execution of its pivot from Bitcoin mining to AI infrastructure. Community sentiment remains polarized, with intense debate focused on the company's valuation, upcoming earnings, and the persistent mystery surrounding the identity of its institutional tenants.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing significant momentum driven by strong institutional interest in its role as a key memory supplier for AI accelerators, alongside the recent launch of options and leveraged ETFs. The community is actively debating the stock's valuation, comparing its robust fundamentals and high profit margins to other semiconductor leaders while closely watching for price stabilization following recent volatility.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is experiencing significant volatility following its latest earnings report, where market expectations for accelerating growth were high despite the company beating estimates and announcing a four-for-one stock split. While the community is actively debating whether the dip represents an overreaction to high valuation multiples or a necessary correction, many investors remain focused on the firm's long-term position as a leader in AI-powered cybersecurity infrastructure.

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

Taiwan Semiconductor is experiencing significant market interest driven by surging AI infrastructure demand and reports of imminent foundry price hikes. Community sentiment remains largely bullish, focusing on its structural role as the primary advanced manufacturing backbone for the entire industry, despite broader sector volatility and geopolitical tensions.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroup shares have experienced notable volatility following a mix of strong Q1 earnings results, concerns over private credit exposure, and market-wide sensitivity to geopolitical tensions. While investors are actively debating the sustainability of the bank's operational turnaround and capital return plans, sentiment remains divided between those viewing the recent pullback as a buying opportunity and others wary of broader macro headwinds impacting the financial sector.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgical is trending as investors grapple with recent volatility and sector-wide pressure despite the company's strong, recurring revenue model in robotic surgery. The community remains focused on balancing the long-term potential of the da Vinci platform against concerns over margin pressures, competitive headwinds, and broader market sentiment regarding medical devices.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending as investors digest the company's aggressive pivot toward data center infrastructure, highlighted by multi-year collaborations with major hyperscalers to expand beyond its core mobile chip business. While community sentiment remains divided over the stock's volatility and recent price fluctuations, discussion is heavily focused on the long-term potential of the firm's non-handset revenue streams.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market interest driven by heavy short positioning, with retail investors closely monitoring for a breakout above $7 as a potential catalyst for a short squeeze. Community discussion centers on the company's progress with the LivePerson merger and institutional adoption, with bulls framing current price volatility as an accumulation opportunity despite ongoing skepticism from bears regarding profitability and dilution.

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FCEL Stock Plummets 17% After-Hours On $200M Share Offering  

Equity

FuelCell Energy said it will use the money, if the offering is completed, to expand manufacturing capacity, fund working capital and support general corporate needs.


FCEL Stock Headed For Best Single-Day Gains In Over A Year — Why UBS Tripled Its Price Target For FuelCell

UBS analyst Manav Gupta cited FuelCell’s recently announced strategic partnership with Fit Energy USA as the basis for the bullish outlook on the company.

NIO Stock Climbs — Onvo Launches Refreshed L60 At Lower Price To Challenge Tesla Model Y

The new Onvo L60 starts at RMB 192,800, compared to Model Y’s starting price of RMB 263,500. 


5 Environmentally Friendly Energy ETFs Up At Least 35% YTD: Here's Why 

Clean energy ETFs are soaring in 2026 as the Iran war boosts renewable adoption, energy security efforts and global green investments.

FCEL Stock Rallies Toward Sixth Green Week On Board Upgrade  

John Livingston joined the company’s board of directors.


The Zacks Analyst Blog Highlights ICLN, QCLN, CNRG, PBD and PBW

ICLN draws attention as energy security fears and rising oil volatility drive strong inflows into clean energy ETFs and boost sector momentum.

Clean Power in Focus Amid Energy Security Concerns: ETFs to Gain

Clean energy ETFs could be the real winner as energy security fears, oil volatility and strong fund inflows drive investor interest.

Iran War Seen as Reason for Shift to Renewable Energy: ETFs in Focus 

Iran war accelerates global clean energy shift. Nations are planning to boost solar & wind to cut oil risks. ETFs like ICLN, QCLN, PBW in focus for long-term gains.

The Zacks Analyst Blog  ICLN,QCLN,CNRG, PBD and PBW 

Middle East tensions are pushing oil prices higher, fueling a surge in clean energy ETFs as investors eye long-term growth opportunities.

From Oil Disruption to Clean Energy Boom: ETFs Poised to Benefit

Energy security fears may fast-track the clean energy transition. Clean energy ETFs could be the real winner.

Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF

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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