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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 trending following a massive earnings beat that showcased its strongest revenue growth in fifteen years, though the stock has struggled to maintain its initial gains as the market grapples with concerns over rising capital expenditures. Community debate is intense, with bulls pointing to robust AI-driven demand and foundry progress, while bears remain focused on potential dilution and the broader macro-volatility affecting semiconductor valuations.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors react to a significant patent extension protecting its core product, Miplyffa, through 2041 and subsequent bullish price target upgrades from multiple analysts. The community is actively discussing the stock's breakout potential as it hits multi-year highs, with ongoing debates surrounding the upcoming EMA decision and the long-term strategic value of the company's rare disease portfolio.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health Inc. is trending as investors react to an FDA advisory committee's vote in favor of reclassifying several peptides, a development the community sees as a potential catalyst for the company's growth in the wellness and compounding market. Despite the optimism and significant short interest fueling potential squeeze discussions, the stock remains volatile as traders debate whether this represents a long-term fundamental expansion or a "sell the news" event amid broader sector uncertainty.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is seeing significant investor focus driven by its latest earnings results, which beat expectations and highlighted a strong operating position, alongside an increased full-year share repurchase target. While the company faces ongoing debt challenges and industry-wide competition from satellite-based services, community discussion centers on the potential for long-term growth through AI infrastructure, network improvements, and the appeal of its reliable dividend yield.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is facing significant downward pressure as investors react to a series of debt exchange offers and ongoing concerns regarding customer churn and debt levels. While some in the community argue the stock is deeply undervalued due to its aggressive share buyback program and free cash flow generation, others are actively shorting the name, citing a deteriorating technical setup and lack of near-term growth catalysts.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor is facing significant volatility as investors weigh a strong earnings beat against cautious future guidance and analyst downgrades, despite a robust buyback program. The community remains divided between those calling the price drop an opportunity to buy the dip and those concerned that the stock will continue to struggle with a lack of sustained bullish momentum.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is gaining momentum as investors anticipate the CEO's upcoming appearance on national television to discuss AI's role in cancer research and the company's immunotherapy pipeline. The community is buzzing with speculation about potential data readouts and the progress of the REGAL trial, while bullish sentiment remains focused on the potential for curative outcomes and the long-term value of the company's dual-platform approach.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intense volatility following an earnings report that left investors concerned about rising capital expenditures on AI and robotics despite the company's long-term autonomy goals. The community is sharply divided, with bearish voices highlighting a lack of near-term product clarity while bullish traders are aggressively debating whether to buy the dip or anticipate a further slide toward key support levels.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is trending as investors react to the company receiving conditional approval from the OCC to establish Upstart Bank, N.A., a development the community sees as a potential long-term catalyst for growth and operational efficiency. Despite this news, active sentiment remains sharply divided as shareholders debate whether this milestone will drive a sustainable breakout or if the stock will remain trapped in its recent volatile trading range.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is trending as investors rally around its partnership with Amazon and its position in the advanced small modular reactor sector, which is increasingly viewed as the essential backbone for AI-driven energy needs. The community is closely watching the company's progress with U.S. government-backed initiatives and institutional backing, fueling intense debate regarding its long-term deployment potential versus its current speculative valuation.

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Pelthos Therapeutics Inc. (PTHS) Reports Q1 Loss, Beats Revenue Estimates

Pelthos Therapeutics Inc. (PTHS) delivered earnings and revenue surprises of +22.75% and +12.03%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Pelthos Therapeutics Inc. (PTHS) Reports Q4 Loss, Tops Revenue Estimates

Pelthos Therapeutics Inc. (PTHS) delivered earnings and revenue surprises of +28.35% and +3.78%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Pelthos, Ligand Gain After Launch Of First Prescription-At-Home Treatment For Water Warts

Equity

The launch triggered a $5 million milestone payment to Ligand, which also holds a 56% stake in Pelthos and is eligible for royalties and additional commercial milestones.

Pelthos Therapeutics, Inc. engages in the provision of therapeutic products. It produces products under its proprietary nitic oxide-based technology platform Nitricil. Its main product is a topical gel for the treatment of molluscum contagiosum. The company was founded on March 19, 2021 and is headquartered in Durham, NC.

Pelthos Therapeutics Inc.

Bearish 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	-$2.82	--	--	N/A
Q1 '26	-$3.45	-$3.09	10.43%	BEAT
Q4 '25	-$3.70	-$6.87	-85.84%	MISSED
Q3 '25	-$0.57	-$5.30	-821.74%	MISSED
Q2 '25	-$6.26	--	--	N/A

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PTHSPelthos Therapeutics Inc.

Upcoming Earnings: Q2 '26

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