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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 experiencing its worst single-day decline in history after a disappointing earnings pre-announcement revealed that enterprise clients are aggressively reallocating capital toward AI infrastructure like servers and memory at the expense of traditional software deals. The community is sharply divided, with bears pointing to a fundamental structural shift in spending, while bulls view the dramatic sell-off as an extreme overreaction and an opportunity to acquire a blue-chip stock at a significant discount.

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 intense volatility following its US ADR debut as traders grapple with a valuation premium over its South Korean listing and the launch of new leveraged ETFs. The community is sharply divided between bulls emphasizing the stock's dominant HBM market share and potential for long-term AI-driven growth, and skeptics wary of institutional manipulation, forced liquidation of leveraged positions, and potential supply-side overhangs.

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 rallying after securing a follow-on production order for its wafer-level burn-in systems, fueling investor optimism regarding its role in the AI data center and silicon photonics supply chain. While bullish traders point to strong backlog visibility and potential production ramps for AI infrastructure, skeptical community members continue to raise concerns over the stock's valuation relative to revenue and the company's profitability.

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 experiencing intense bearish sentiment and extreme volatility, with investors debating whether the stock's significant decline stems from fundamental concerns over debt levels and capital expenditure or represents a prime long-term buying opportunity in AI infrastructure. While some in the community highlight the company's strong cloud backlog and AI potential as a reason to hold, others remain deeply skeptical, expressing frustration over the lack of management communication and the stock's persistent inability to sustain any momentum.

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 trending following strong quarterly results and the announcement of a 4-for-1 stock split, which continue to drive intense debate regarding the firm's premium valuation despite its leadership in AI-driven cybersecurity. Community discussions remain polarized between long-term investors highlighting the stock's secular growth and critical enterprise demand, and those concerned that its high multiples leave little room for error in a competitive sector.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is currently seeing intense community debate as investors weigh potential bullish setups against concerns of a prolonged downturn and bearish sentiment. Discussions are dominated by technical analysis, calls for a short squeeze, and general speculation about future price action within the broader crypto market.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Celcuity is seeing significant momentum following the FDA approval of its first commercial product, Revtorpyk, for treating advanced breast cancer. The community is actively discussing the company's transition into a commercial-stage firm, with investors debating the potential for long-term growth versus short-term profit-taking while highlighting the drug's strong efficacy data and potential for future buyout interest.

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 currently trending as investors anticipate its inclusion in the Russell 2000 and 3000 indexes while tracking key clinical milestones, including the start of Phase 3 trials for its lead depression treatment. The community is actively debating the company's valuation compared to sector peers and analyzing the potential for Big Pharma partnerships, with many discussing the operational advantages of its short-acting therapeutic pipeline.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is trending as investors react to the companys strategic decision to shutter its Alabama research facility and abandon internal discovery programs in favor of external innovation. The community is actively debating whether this cost-cutting pivot signals a leaner path toward profitability or serves as a tactical cleanup to make the company a more attractive buyout target.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is trending as investors weigh its potential to lead in securing AI agents against broader market volatility and fears surrounding AI-driven software disruption. The community is actively debating the company's valuation and long-term moat, with many traders closely monitoring technical support levels and institutional positioning ahead of upcoming earnings.

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Personalis Accelerates Global Expansion with UKCA Marking for NeXT Personal, Expanding MRD Access and Biopharma Support in Great Britain

Personalis, Inc. (Nasdaq: PSNL), a leader in advanced genomics for precision oncology, today announced that it has achieved UKCA (United Kingdom Conformity Assessed) marking for its NeXT Personal Dx test. This critical regulatory milestone enables the clinical use of Personalis ultrasensitive...

Personalis Enables Global Biopharma Support with CE-IVD Marked Specimen Collection Kits

Personalis, Inc. (Nasdaq: PSNL), a leader in advanced genomics for precision oncology, today announced that its Personalis EDTA Blood Collection Kit and Personalis cfDNA Blood Collection Kit have obtained Class A CE-IVD marking in compliance with the European Unions In Vitro Diagnostic Regulation...

Personalis CEO Sells 100,000 Company Shares Worth $1.1 Million. What Does That Mean for Investors?

Key PointsCEO Christopher Hall sold 100,000 shares across May 28 and May 29, 2026, for a transaction value of ~$1.10 million at a weighted average price around $11.02 per share...

Personalis Highlights Early Colorectal Cancer Recurrence Detection and Ultrasensitive MRD Performance Across a Broad Set of Tumor Types at ASCO 2026

Personalis, Inc. (Nasdaq: PSNL) today announced clinical data from the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting establishing the clinical importance of ultrasensitive MRD detection across six solid tumor types, led by the VICTORI colorectal cancer and TRACERx lung cancer...

Personalis to Highlight Breadth of NeXT Personal Ultra-Sensitive ctDNA Data at ASCO 2026 Annual Meeting, Including Podium Presentation from TRACERx Consortium

Personalis, Inc. (Nasdaq: PSNL), a leader in advanced genomics for precision oncology, today announced that six clinical abstracts demonstrating the broad use of its NeXT Personal test will be presented at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting, taking place May 29 to...

US Agency Broadens Coverage Of Personalis Breast Cancer Test

Personalis wins expanded Medicare coverage for NeXT Personal MRD test in breast cancer patients undergoing neoadjuvant therapy.read more...

Personalis Secures Fourth Medicare Coverage Decision for NeXT Personal, Expanding Breast Cancer Coverage to Pre-Surgical Treatment Monitoring

Personalis, Inc. (Nasdaq: PSNL), a leader in advanced genomics for precision oncology, today announced that the Centers for Medicare & Medicaid Services (CMS) Molecular Diagnostic Services Program (MolDX) has expanded coverage for the companys NeXT Personal minimal residual disease (MRD) test. The...

Personalis to Participate in Upcoming Investor Events

Personalis, Inc. (Nasdaq: PSNL), a leader in advanced genomics for precision oncology, announced today that its management team will be participating in the following investor events: Craig Hallum...

Personalis Receives Medicare Coverage for NeXT Personal for Immunotherapy Monitoring Across Late-stage Solid Tumors

Personalis, Inc. (Nasdaq: PSNL), a leader in advanced genomics for precision oncology, today announced that the Centers for Medicare & Medicaid Services (CMS) Molecular Diagnostic Services Program...

Personalis (PSNL) Q1 2026 Earnings Transcript

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Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Why Personalis Stock Is Rising: Medicare Covers Lung Cancer MRD Test

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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
Q2 '26	-$0.26	--	--	N/A
Q1 '26	-$0.27	-$0.29	-6.84%	MISSED
Q4 '25	-$0.29	-$0.26	9.82%	BEAT
Q3 '25	-$0.27	-$0.24	11.52%	BEAT
Q2 '25	-$0.24	-$0.23	4.17%	BEAT

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