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SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending as investors and traders focus on its significant short interest, with many in the community anticipating a potential squeeze driven by tight tradable float and heavy options activity. Bullish sentiment is being further fueled by ongoing speculation regarding strategic mergers, acquisitions, and the company's position within the enterprise AI sector.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense market volatility and debate as investors weigh the stock's massive year-over-year gains against ongoing concerns regarding high-stakes sector rebalancing and institutional profit-taking. Community sentiment remains deeply divided, with some investors aggressively buying the dip on the belief that sustained AI-driven demand will fuel a long-term supercycle, while others warn of a potential speculative bubble and further downside risk.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is attracting significant market attention following a high-profile nuclear contract win in Sweden and sustained momentum from recent defense agreements, including expanded collaboration with Japan on advanced nuclear technology. The community is actively discussing the stock's long-term growth potential driven by these energy sector wins, the anticipated impact of upcoming defense investment plans, and expectations for major order announcements at the upcoming Farnborough International Airshow.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Helus Pharma is currently in the spotlight as investors speculate on a potential buyout given its low valuation compared to competitors, while the company focuses on advancing its lead Phase 3 candidate, HLP003, for major depressive disorder. Community discussion remains polarized, with some focused on the underlying drug's strong intellectual property and breakthrough designation, while others voice significant frustration regarding recent leadership turnover, cash burn concerns, and stock price volatility.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following a 20-year, $19 billion lease agreement with Anthropic for a Kentucky data center, which investors view as a pivotal validation of the company's shift from Bitcoin mining to AI infrastructure. Community discussion is heavily focused on the deal's long-term revenue potential and the stock's future valuation, though some traders have expressed frustration over the volatile price action and timing of the news.

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 experiencing significant volatility following reports that Meta may monetize excess compute capacity, which investors fear could increase competition and compress margins for independent AI cloud providers. While bearish sentiment has driven a sharp pullback as the market re-prices infrastructure capex risks, the community remains divided, with long-term bulls viewing the dip as an accumulation opportunity driven by continued structural demand for GPU capacity and AI infrastructure expansion.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is surging on bullish momentum fueled by its strategic partnership with Walmart, which integrates virtual urgent care and mental health services directly into the retailer's massive customer ecosystem. The community is actively discussing the potential for a significant short squeeze, highlighting the combination of high short interest, heavy institutional accumulation, and the stock's role as a long-term play in the digital healthcare infrastructure sector.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is seeing intense social media activity as the community debates the platform's volatility and the ongoing political controversies surrounding Donald Trump's involvement in international sports and domestic policies. Investors remain sharply divided, with discussions centered on the stock's speculative nature and the impact of the former president's headline-grabbing actions on market sentiment.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is seeing significant market activity as investors react to a stronger-than-expected production and delivery performance, alongside an upward revision to full-year guidance. While shareholders are closely monitoring potential dilution from a capital-raising equity offering intended to secure long-term infrastructure and government loan requirements, the community remains divided between those betting on the R2's mass-market scalability and those skeptical of continued share issuance.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending due to the FDA's decision to convene an advisory committee meeting on July 29, sparking intense community debate over whether this represents an extra layer of regulatory scrutiny or a positive procedural step toward approval. Investors are actively discussing the potential for a broader drug label and a faster path to commercialization, while expressing frustration over stock volatility and ongoing legal disputes that remain focal points for the community.

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Portman Ridge (PTMN) Q2 Earnings and Revenues Beat Estimates

Portman Ridge (PTMN) delivered earnings and revenue surprises of +6.38% and +2.77%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

TPG Inc. (TPG) Q2 Earnings and Revenues Surpass Estimates

TPG Inc. (TPG) delivered earnings and revenue surprises of +53.33% and +6.16%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Franklin Resources (BEN) Q3 Earnings and Revenues Top Estimates

Franklin Resources (BEN) delivered earnings and revenue surprises of +2.08% and +3.40%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Portman Ridge (PTMN) Q1 Earnings and Revenues Lag Estimates

BCP Investment Corp. is a non-diversified closed-end investment company. It engages in the investment opportunities in middle market companies located in the United States. The firm provides secured term loans, bonds, notes and mezzanine debt financing for buyout transactions and also acts as a co-investor. The company was founded on August 8, 2006 and is headquartered in New York, NY.

BCP Investment Corp.

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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