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Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Circulating Grand Theft Auto VI gameplay leaksand speculation that they show an unfinished or technically limited buildare driving the selloff, with some traders also fearing another delay. Others argue the footage is outdated or promotional, citing strong apparent demand and the upcoming launch as reasons to buy the dip.

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

Teslas confirmed Cybercab/robotaxi event in Austin on September 3 is driving attention, with traders focused on steering-wheel-free vehicles, unsupervised rides, possible reservations, and broader FSD autonomy rollout. Bullish participants view it as evidence of deployment and scaling, while skeptics call the move hype or a sell-the-news setup, citing valuation, regulatory uncertainty, and limited real-world scale.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Persistent weakness and range-bound trading are driving attention, with traders debating whether Alphabets heavy AI infrastructure spending, uncertain returns, search competition and regulatory exposure justify the underperformance. Bulls point to the companys low valuation, cloud growth, Gemini and TPU opportunities, while bears view the setup as a value trap and cite weakening technical momentum.

Alphabet Inc - Ordinary Shares - Class C

A prolonged selloff has focused debate on Alphabets heavy AI infrastructure spending, reduced buybacks and potential dilution, alongside competitive pressure from OpenAI, Anthropic and Meta. Traders are divided between bearish views that the stock lacks near-term catalysts and bullish arguments that its valuation, cloud growth, TPUs and AI capabilities remain attractive.

Corvex, Inc. is an AI cloud computing company, which specializes in GPU-accelerated infrastructure for AI workloads. Its products include GPU Clusters, Confidential Computing, Inference as a Service and GPU Node. The firm offers solutions include AI model builders, enterprises, federal and sovereign solutions. The company was founded by Seth Mitchell Demsey, Jay Crystal on October 21, 2024 and is headquartered in Arlington, VA.

Corvex Inc.

Movano Inc

Corvexs multi-year agreement to provide NVIDIA Blackwell GPU clusters and expand data-center capacity is driving attention, with traders framing the deal as a shift toward AI infrastructure. Bullish participants are focused on the low effective float and potential short squeeze, while skeptics highlight dilution risk, the discounted private placement, and execution uncertainty.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum is drawing attention after a series of NASA, defense, nuclear, and infrastructure contract updates, with traders debating why the shares remain weak despite the growing backlog. Bullish investors point to improving margins and valuation, while skeptics focus on limited revenue growth, debt, thin profitability, and analyst downgrades.

Seeker is building a decentralized mobile ecosystem designed to challenge entrenched mobile incumbents through its TEEPin network architecture and community governance. It aims to solve the pain points of centralized app store gatekeeping, lack of developer freedom, and restricted user access to crypto applications. The vision is to create a community-owned platform with decentralized governance, no gatekeepers, direct developer-user access, and TEEPin security architecture.

Seeker

Exchange-listing visibility, including reported Upbit, Coinbase, and Crypto.com availability, has fueled intense attention around Seekers Solana smartphone-token narrative and its user airdrop, staking, and payment utility. Traders are broadly bullish on the resulting volume and momentum, while others warn that airdrop-related selling, staking unlocks, and speculative pump-and-dump activity could drive sharp reversals.

Zoracles

A sharp, high-volume rally in the low-market-cap token has sparked momentum trading and widespread speculation about a potential short squeeze. Bulls point to heavy futures short positioning, technical breakout potential, and Zoras creator-coin/attention-market ecosystem, while skeptics warn of dilution, weak liquidity, and another pump-and-dump move.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

A sharp, sector-wide selloff following the SpaceX IPO has weighed on Planet Labs, with traders citing capital rotation out of space stocks and concern over the companys ATM share issuance and limited management updates. Attention is increasingly centered on the upcoming earnings report as a potential turning point, while bulls view the decline as an oversold accumulation opportunity and bears expect further weakness.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest shares are under pressure after CFO Julia Brau Donnelly announced her resignation, with an interim CFO appointed while the company searches for a permanent successor. Traders are debating whether the leadership change is a manageable transition or a warning sign amid concerns about slowing growth and AI competition, while some view the selloff as an overreaction.

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Qnity Introduces Stackplane CMP Slurry Platform for Advanced Packaging

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, has further expanded its offerings for advanced packaging with the introduction of the Stackplane family of slurries for chemical mechanical planarization (CMP). This press release...

Qnity Expands AI-Driven Advanced Packaging Capabilities with End-to-End Process Solutions

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today introduced a scalable materials solution platform that brings together metallization, bumping, dielectric, and fine-line patterning technologies to enable next-generation...

Qnity to Present at the Goldman Sachs Communacopia and Technology Conference

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today announced that Jon Kemp, Qnitys Chief Executive Officer, will have a fireside chat at the 2026 Goldman Sachs Communacopia and Technology Conference on September 10, at 8:10am...

Qnity Hires Former Synaptics CFO Ken Rizvi

Qnity Electronics appoints Ken Rizvi as CFO as shares rise premarket. Technical analysis, analyst ratings, and ETF exposure.read more...

Qnity Appoints Ken Rizvi As CFO

(RTTNews) - Qnity Electronics Inc. (Q), a technology solutions provider for the semiconductor industry, on Friday appointed Ken Rizvi as Senior Vice President and Chief Financial Officer, effective October 1...

Qnity Appoints Semiconductor Finance Veteran Ken Rizvi Chief Financial Officer

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today announced that it has appointed Ken Rizvi, a seasoned semiconductor finance executive, as Senior Vice President and Chief Financial Officer, effective October 1. Michael...

Qnity Accelerates Advanced Node Materials Innovation with Next-Generation KLA Inspection Capabilities

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today announced the installation of a Surfscan SP7XP unpatterned wafer defect inspection system from KLA as part of its ongoing investment in advanced semiconductor materials...

The Zacks Analyst Blog Highlights Illumina, Qnity Electronics and nVent Electric

Illumina, Qnity Electronics and nVent Electric lead Zacks' latest Strong Buy picks as markets eye inflation, rates and global risks.

Qnity Electronics Q2 Earnings Call Points to AI-Led Guidance Raise

Q raises its 2026 outlook as AI, advanced packaging and higher materials intensity boosted demand and second-half visibility.

Qnity to Present at Deutsche Banks 2026 Technology Conference

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today announced that Jon Kemp, Qnitys Chief Executive Officer, will participate in a fireside chat at Deutsche Banks 2026 Technology Conference on August 26, at 4:05 p.m. PT. A...

Qnity Electronics, Inc. is raising full-year 2026 financial guidance, targeting net sales of $5.55B - $5.65B, adjusted operating EBITDA of $1.675B - $1.725B, adjusted EPS of $4.40 - $4.60, and adjusted free cash flow of $600M - $700M.

Qnity Electronics, Inc. experienced a year-over-year decline in GAAP profitability alongside rising transformation costs and ongoing exposure to geopolitical risks and trade restrictions inherent in its international operations and market environment.

Qnity Electronics, Inc. delivered strong revenue growth and improved adjusted profitability, supported by its strategic alignment with advanced technology roadmaps and rising materials intensity in AI and high-performance computing end markets.

Qnity Electronics, Inc. engages in the manufacturing of electronic materials to the semiconductor and electronics industries. Its brands include Acuplane, Circuposit, Duroptix, EPIC, Ikonic, Kalrez, Kapton, Laird, Microfill, Pyralux, Riston, Solderon Tin, and Silveron Silver. Its products include printed circuit board materials, display materials, electrical insulation materials, electronic components, semiconductor fabrication and packaging materials, thermal management materials, general metal finishing, plating on plastics, silver nanowire technologies, and other related products. It operates through the Semiconductor Technologies and Interconnect Solutions segments. The Semiconductor Technologies segment provides a portfolio of innovative materials and solutions utilized across multiple stages of the semiconductor manufacturing process. The Interconnect Solutions segment offers solutions for advanced electronics hardware, including complex printed circuit boards and advanced semiconductor packaging. The company was founded on December 6, 2024 and is headquartered in Wilmington, DE.

Qnity Electronics Inc

CRUS Stock Surged More Than 7% Today — What’s The Apple Connection?

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$1.19	--	--	N/A
Q2 '26	$1.07	$1.19	10.77%	BEAT
Q1 '26	$0.92	$1.08	17.10%	BEAT
Q4 '25	$0.63	$0.82	30.54%	BEAT
Q3 '25	$0.65	$0.74	13.01%	BEAT

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