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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is trending following a Goldman Sachs downgrade to a "Sell" rating and a $26 price target, which the community widely perceives as an attempt to manipulate shares. Despite concerns over profitability and competition raised by the downgrade, many highlight SMCI's critical role in the expanding AI infrastructure market, anticipating strong revenue growth in upcoming earnings to affirm its undervalued position.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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

Advanced Micro Devices is a major talking point following an analyst upgrade to Overweight, which cites strong momentum in the company's AI accelerators and upcoming chip pipeline. The community is actively discussing AMD's potential to drive significant growth in the AI sector, although recent price movements are fueling a lively debate between those anticipating further gains and others concerned about short-term volatility.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is a major talking point following its strong quarterly earnings, which showcased robust trading revenue and record performance in its wealth management division, exceeding market expectations. The community is buzzing about the strategic acquisition of the Apple Card portfolio and CEO Jamie Dimon's cautiously optimistic economic commentary, with ongoing speculation about a potential stock split and new ventures into crypto.

BriaCell Therapeutics Corp. is a clinical-stage biotechnology company, which engages in the development of novel immunotherapies to transform cancer care. It currently advancing its Bria-IMT™ targeted immunotherapy in combination with an immune check point inhibitor in a pivotal 1 Phase 3 study in metastatic breast cancer. The company was founded by Charles L. Wiseman and Isaac Benjamin Maresky on July 26, 2006 and is headquartered in West Vancouver, Canada.

BriaCell Therapeutics Corp - Ordinary Shares - New

BriaCell Therapeutics Corp

BriaCell Therapeutics is trending following news of an upcoming 1-for-10 reverse stock split, stirring significant community concern over its history of repeated dilutions and share price depreciation. Despite recent positive announcements, including a $2 million NCI grant and peer-reviewed publication on its cancer immunotherapies, widespread skepticism persists regarding management's financing strategies. This situation underscores the ongoing tension in clinical-stage biotech between funding scientific advancement and maintaining investor confidence.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is trending after reporting strong earnings that surpassed profit expectations and providing an optimistic full-year outlook, driven by robust premium travel demand and loyalty program growth. This positive performance, coupled with the CEO's remarks downplaying the impact of the government shutdown on demand, has ignited significant community discussion and is boosting confidence across the airline sector.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

AHMA is experiencing explosive price action and massive trading volume, with many in the community noting a lack of specific news driving the surge. Discussions revolve around its extremely low float and recent IPO status, leading to speculation about a potential short squeeze reminiscent of other highly volatile low-float runners. Traders are actively debating scalping opportunities versus holding for substantial gains, alongside cautious warnings of potential manipulation.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI Corp. is gaining significant attention, notably ahead of its presentation at the Needham Growth Conference, propelled by recent advancements like securing a key U.S. patent for coordinated autonomous sensor networks and forming Palladyne Defense. The community is highly bullish, anticipating major government contracts for its AI and robotics technology, viewing it as a significantly undervalued play poised to benefit from increasing defense spending and national security initiatives. Many expect a substantial upside, driven by these catalysts and potential short squeeze dynamics.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending amidst strong bullish sentiment, fueled by a wave of significant new aircraft orders from key airlines like Delta and Alaska, coupled with substantial defense contracts. The community is actively discussing signs of an operational turnaround, with improving production rates and a massive backlog positioning the company for significant upside as it addresses past challenges and capitalizes on robust market demand.

L3Harris Technologies, Inc. engages in the provision of defense and commercial technologies across the air, land, sea, space, and cyber domains. It operates through the following segments: Space and Airborne Systems, Integrated Mission Systems, Communication Systems, and Aerojet Rocketdyne. The Space and Airborne Systems segment provides full mission solutions as a prime and subsystem integrator in the space, airborne and cyber domains. The Integrated Mission Systems segment focuses on the differentiated mission capabilities and prime systems integration for the air, land and sea domains. The Communication Systems segment enables warfighters across all domains with solutions critical to mission success even in the most contested environments. The Aerojet Rocketdyne segment includes propulsion, power and armament products and systems to U.S. government, including the DoD, National Aeronautics and Space Administration (“NASA”) and major aerospace and defense prime contractors. The company was founded in 1890 and is headquartered in Melbourne, FL.

L3Harris Technologies Inc

L3Harris is trending due to its plan to spin off its Missile Solutions unit into a standalone company, supported by significant government investment aimed at boosting U.S. rocket motor production capacity. The community is enthusiastic about the potential to unlock hidden value and strategically position the new entity within the robust defense sector, aligning with broader national security priorities and increasing demand for advanced missile systems.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems (OSS) is seeing significant trending activity and price action, driven by a new pre-production order from a major U.S. defense contractor for its rugged GPU-accelerated AI compute systems. The community is actively discussing the potential for much larger follow-on contracts and the company's recent strategic divestiture to focus on its high-growth Edge AI and defense segments. This focus, combined with its small float and perceived undervaluation, is fueling optimism about its future as a key player in critical defense technology.

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JPM’s Matejka: Stay bullish on domestic over exporter stocks abroad

Investing.com -- JPMorgan’s top strategist Mislav Matejka continues to advocate for a bullish stance on domestic-focused stocks over exporters in international markets, citing their relative insulation from tariff volatility and currency swings.

UBS identifies top European stocks in upcoming Q2 earnings season

Investing.com -- The upcoming second-quarter European earnings season is likely to be shaped by modest expectations and sector divergence, with zero overall growth forecast for the period, according to UBS strategists.

JPMorgan revisits Italian insurers: Lifts Generali to Buy, lowers Poste Italiane

Investing.com -- JPMorgan has revised its view on Italian insurers, upgrading Assicurazioni Generali (BIT:GASI) to Overweight from Neutral and downgrading Poste Italiane (BIT:PST) to Neutral from Overweight.

Morgan Stanley downgrades Poste Italiane to “equal-weight” on limited upside

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

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