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UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is rallying as investors pile into the stock, driven by a growing community narrative that the company's agentic AI pivot is significantly undervalued. The move is fueled by heavy institutional accumulation, anticipation of a potential short squeeze, and bullish sentiment surrounding the broader software sector recovery.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is rallying as investors digest takeover rumors involving Silver Lake, fueling a broad rebound across the enterprise software sector. The market is actively debating the credibility of the acquisition price while simultaneously using the news as a catalyst to rotate funds back into quality SaaS names that were previously pressured by fears of AI-driven disruption.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing high volatility as investors weigh strong earnings growth and AI-driven expansion against concerns over insider share lockups and profitability. The community is actively debating the potential for a short squeeze, with many traders holding long positions while closely monitoring upcoming earnings and the final expiration of restricted stock.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is gaining momentum as it nears a Q4 BLA submission for its prostate cancer therapy, with institutional investors steadily accumulating shares and analysts highlighting a significant multi-billion dollar market opportunity. The community remains focused on the company's clear clinical progress and the potential for a transformative partnership or buyout, viewing the current market valuation as undervalued relative to its upcoming catalysts.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors weigh explosive AI-driven infrastructure demand against concerns over elevated valuations and aggressive insider profit-taking. While community sentiment remains polarized between bullish long-term growth prospects and skepticism toward the stock's massive year-to-date rally, traders are heavily focused on high-volatility price swings ahead of upcoming earnings.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is seeing intense volatility as investors weigh a strong earnings beat and raised guidance against concerns over gross margin compression and high expectations following a significant year-to-date rally. The community remains deeply divided, with many retail investors calling for regulatory investigations into alleged market manipulation, while others view the post-earnings sell-off as an institutional shakeout and a prime buying opportunity for the long term.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk Inc. is trending as investors debate whether the stock has hit a bottom after recent sell-offs, with community sentiment deeply divided between those betting on a potential buyout or short squeeze and those criticizing management's recent performance. Discussion is heavily focused on the company's lack of debt and cash reserves versus its recent revenue deceleration, leading to intense speculation regarding future share buybacks and potential strategic shifts.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing intense volatility and heavy retail debate as investors weigh strong backlog growth and positive long-term sector potential against ongoing concerns over cash burn and earnings performance. The community remains sharply divided between bulls focused on the company's expanding contract pipeline and bears cautioning against potential dilution and valuation headwinds following recent price action.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is experiencing a significant surge in momentum as investors rotate capital from high-valuation AI infrastructure into undervalued enterprise software names. While bearish sentiment persists among some traders betting on AI disruption, the community is focused on the stock's resilient relative strength and the potential for a larger breakout as institutional positioning increases.

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 Inc is seeing significant volatility following mixed quarterly results, where record-breaking revenue and raised full-year guidance are being weighed against higher-than-expected losses and dilution concerns. The community remains deeply polarized, with many retail investors debating whether to hold through the turbulence for long-term growth or to cut losses as institutional activity and short interest create intense price action.

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PRMB, PRMW Deadline: PRMB, PRMW Investors Have Opportunity to Lead Primo Brands Corporation Securities Fraud Lawsuit

PRMB, PRMW Deadline: PRMB, PRMW Investors Have Opportunity to Lead Primo Brands Corporation Securities Fraud Lawsuit PRMB, PRMW Deadline: PRMB, PRMW Investors Have Opportunity to Lead Primo Brands...

PRMB, PRMW Investors Have Opportunity to Lead Primo Brands Corporation Securities Fraud Lawsuit

PRMB, PRMW Investors Have Opportunity to Lead Primo Brands Corporation Securities Fraud Lawsuit PRMB, PRMW Investors Have Opportunity to Lead Primo Brands Corporation Securities Fraud Lawsuit PR...

Rosen Law Firm Urges Primo Brands Corporation (NYSE: PRMB) Stockholders with Large Losses to Contact the Firm for Information About Their Rights

Rosen Law Firm, a global investor rights law firm, announces that a shareholder filed a class action lawsuit on behalf of purchasers of common stock of Primo Water Corporation (NYSE: PRMW) between...

Primo Brands Corp. is a branded beverage company, which focuses on healthy hydration. It delivers sustainably and domestically sourced diversified offerings across products, formats, channels, price points and consumer occasions, distributed in the United States and Canada. The company provides water filtration units for home and business consumers across North America. It also offers reusable packaging, helping to reduce waste through its reusable, multi-serve bottles and innovative brand packaging portfolio, which includes recycled plastic, aluminum and glass. Primo Brands was founded in 2024 and is headquartered in Tampa, FL.

Primo Brands Corp. - Ordinary Shares - Class A

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.43	--	--	N/A
Q2 '26	$0.32	$0.37	14.91%	BEAT
Q1 '26	$0.24	$0.23	-4.53%	MISSED
Q4 '25	$0.20	$0.26	28.34%	BEAT
Q3 '25	$0.37	$0.41	12.20%	BEAT

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