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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

A powerful rally has pushed AMD to record highs and past the $1 trillion market-cap milestone for the first time, with bulls citing reports of upcoming chip price increases, strengthening server-CPU demand, and warrant milestones tied to OpenAI and Meta deals. Bears view the move as an overextended, high-multiple rally inflated by short covering, with many traders taking profits or opening shorts rather than chasing.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is surging on a CPU-demand narrative, with traders citing the rapid adoption of Meta's Muse AI agent as fueling expectations that agentic AI workloads will drive processor demand  a move also lifting Arm and AMD. Bulls cheer short-covering speculation and big options gains, pointing to the CEO's remarks that Intel can meet only about half of customer CPU demand and hopes for an SK Hynix memory partnership at its Ohio fabs, while skeptics call the stock overextended for a still-unprofitable company and expect profit-taking.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is sliding after its Capital Markets Day, where long-term pipeline targets and guidance for only peer-level revenue growth through 2030 failed to ease concerns about Eli Lilly competition and the looming semaglutide patent cliff. The community is split between bulls calling the selloff an overreaction on an undervalued stock and bears criticizing CEO Mike Doustdar's communication and the subdued growth outlook.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals is surging after President Trump announced a U.S.-Denmark security agreement granting the U.S. permanent security access to Greenland, which bulls see as de-risking the company's Tanbreez rare earth project, alongside heavy speculation about a short squeeze given elevated short interest. Skeptics counter that the deal does not transfer mining rights, the company remains pre-revenue, and the move is a geopolitical headline rather than a change to fundamentals.

Maase, Inc. operates as a integrated provider and operator of artificial intelligence (AI) centric full-scene digital systems. The firm focus on areas of flexible energy deployment and intelligent commercial network operation, and provide closed-loop solutions from computing infrastructure, smart hardware and full-scene services, aiming to achieve large-scale implementation of AI technologies across industries. The company was founded by Hai Feng Yu on August 6, 2018 and is headquartered in Qingdao, China.

Maase Inc. - Ordinary Shares - Class A

Highest Performances Holdings Inc. - ADR

A rapid series of enterprise AI contract announcements  AI compute capacity leases and prepaid token-based API agreements of escalating size  is dominating the discussion, with bulls framing the deal flow as a shift from one-off projects toward recurring, subscription-style revenue while skeptics note the stock isn't reflecting the news and question whether contracts will convert into recognized revenue, margins, and cash. Conversation also centers heavily on the company's AI security white paper for its Lingyan Miaoyu LLM, which many traders cite as a credibility step toward enterprise adoption.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Reports that Paramount is in advanced settlement talks with California's attorney general to resolve the state-led antitrust suit blocking its Warner Bros. Discovery merger are driving attention, with discussed terms reportedly including a major California production investment, film-release commitments, and CNN editorial safeguards. Many traders view the talks as clearing a path for the deal to close, while others denounce the potential concessions as a political shakedown and argue Paramount should reject them or relocate rather than settle.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq-100 rally toward record territory is dominating the conversation, with traders citing sliding crude oil on hopes of U.S.-Iran de-escalation, easing Treasury yields, and AI/semiconductor strength as drivers, while many question what news is behind the move given the Fed's hawkish rate hike, elevated yields, and record diesel prices. Reaction is split between call buyers celebrating a melt-up toward new highs and skeptics calling it an unsustainable, manipulated-looking pump or bull trap, with some traders speculating the run is election-driven ahead of the Trump-Xi summit.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

The leveraged bear ETF is sliding sharply as semiconductor stocks, led by memory names, rally and break through resistance, trapping inverse traders who are averaging down on bets the AI-driven chip rally is a bubble. Debate pits bears citing hawkish Fed rate-hike expectations and AI-slowdown warnings against skeptics pointing to the sector's breakout strength and the ETF's built-in decay.

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Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD shares have surged to a 52-week high as reports indicate Paramount Skydance is in advanced settlement talks with California's attorney general over the state-led antitrust suit blocking their merger, with a proposed California production investment and concessions such as film-release commitments and CNN editorial safeguards reportedly under discussion. Traders are largely bullish on the deal's progress and the narrowing gap to the agreed acquisition price, though some remain skeptical of conflicting reports and caution that no final settlement has been confirmed.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm is rallying alongside AMD and Intel as a trader-driven CPU-demand narrativeagentic AI shifting momentum from memory to data-center CPUsgains steam, amplified by CEO Rene Haas's televised comments expressing confidence in converting strong AGI CPU demand into revenue and dismissing AI-threat concerns as sensational. Community reaction is euphoric, with heavy call-buying and breakout celebration, though valuation-focused bears argue the move is detached from fundamentals.

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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.

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