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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 facing a massive sell-off as a preliminary earnings warning and a shift in enterprise budget toward AI hardware caused the company's worst single-day drop in decades. While the community is deeply divided between those viewing the decline as an irrational overreaction or value opportunity and those warning of further downside, traders are actively debating the long-term impact of enterprise spending shifting away from software and into core infrastructure.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is experiencing significant selling pressure despite securing major long-term hyperscaler leases, as investors rotate out of AI infrastructure plays amid broader geopolitical uncertainty and macro-driven volatility. The community remains divided between those viewing the current price action as a temporary shakeout of weak hands and others expressing frustration over the lack of upward momentum following positive news.

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 seeing extreme volatility as US investors digest its recent IPO and the launch of new leveraged ETFs, while community sentiment remains sharply divided over the significant price premium compared to the company's Korean-listed shares. Investors are intensely debating whether the stock's role as a critical HBM supplier for AI hardware justifies its current valuation or if it faces an imminent correction due to broader sector rotation and Korean market selling pressure.

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 following a significant billion-dollar compute deal with Reflection AI, a development that investors view as a validation of sustained AI infrastructure demand despite recent sector volatility. While the stock has faced pressure due to regional permitting headlines, the community remains focused on Nebius's global expansion, institutional accumulation, and the belief that current pullbacks represent a strategic buying opportunity ahead of upcoming earnings.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as investors react to the company's critical role as the gatekeeper of semiconductor manufacturing, with the community closely tracking the massive backlog of EUV lithography machine orders that continue to underpin the broader AI infrastructure supercycle. Sentiment remains heavily bullish, with many traders framing the stock as an indispensable utility for the chip industry while debating whether current valuation levels accurately price in future capacity expansion.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing intense selling pressure as investors weigh concerns over high debt levels and a recent credit rating downgrade against its massive AI-driven cloud backlog. The community is deeply divided, with many traders frustrated by the relentless downtrend while others treat the current levels as a long-term value opportunity despite the lack of immediate support.

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 seeing high volatility as investors balance strong quarterly performance and a newly announced 4-for-1 stock split against concerns that the company's premium valuation leaves little room for error. The community is actively debating whether the cybersecurity leader's AI-driven growth warrants its current price or if it is overdue for a deeper correction amid broader software sector rotation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing significant upward momentum as investors react positively to lower-than-expected inflation data and a pivot in regional geopolitical policy. The community is actively debating the sustainability of this rally, with many traders focused on aggressive call flow and the potential for a breakout toward higher resistance levels.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging due to significant backlog growth and strong, forward-looking fiscal guidance that suggests an accelerated shift toward AI infrastructure, photonics, and semiconductor reliability. While the stock's aggressive momentum has sparked debate regarding its valuation, the community remains intensely focused on its capacity to convert a record backlog into sustained revenue as hyperscalers ramp up AI investments.

Atai Beckley, Inc. is a clinical-stage biopharmaceutical company focused on developing effective, rapid-acting, and convenient mental health treatments. The company is headquartered in New York, NY.

AtaiBeckley Inc.

ATAI is experiencing a surge in trading volume and community interest driven by the upcoming Russell 2000 index inclusion and anticipation of a partnership or acquisition involving its short-acting BPL-003 treatment. Investors are actively discussing the stock's potential for a gamma squeeze, comparing its pipeline scalability to sector peers, and closely monitoring management for updates on Phase 3 trial milestones.

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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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