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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 shares are trending as investors digest a strong fiscal first-quarter earnings report, highlighted by record-breaking cloud infrastructure demand and a massive AI-driven backlog. While many in the community are bullish on the growth trajectory and potential for a stock rally, some traders remain cautious due to concerns over high capital expenditures and negative free cash flow.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Traders are closely monitoring incoming CPI inflation data while expressing significant concern over rising U.S. Treasury yields and surging oil prices stemming from geopolitical tensions. The market conversation reflects high anxiety, with participants debating whether current economic pressures will trigger a rate hike or lead to a potential market correction.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

The conversation surrounding NuScale Power is fragmented, with traders debating whether the stock is bottoming or remains a speculative, pre-revenue play. While some investors cite the long-term potential of small modular reactors to address AI-driven energy demand, others express frustration over management, ongoing dilution, and the lack of concrete commercial project announcements.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as traders debate its sharp valuation drop, with many pointing to a low price-to-earnings ratio as a sign of deep value despite ongoing concerns regarding competition from Eli Lilly and recent clinical trial setbacks. While some investors remain frustrated by persistent price declines and weak management sentiment, others argue the stock is oversold given the company's strong oral Wegovy launch and expansion in international markets.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending as the community debates whether recent gains are driven by a genuine recovery or a temporary "dead cat bounce" following activist investor involvement and insider purchases. While some traders view current levels as a strong accumulation opportunity, others express deep skepticism regarding management's leadership and the company's long-term growth prospects.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet is receiving attention due to its role as a key supplier for AI data center infrastructure, specifically in high-speed optical connectivity. While some traders express frustration with recent price volatility and downward pressure, others view the current levels as an accumulation opportunity based on strong company fundamentals and consistent demand for AI-related hardware.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is facing downward price pressure as investors weigh mixed Phase 3 IZAR-1 trial results in psoriatic arthritis against upcoming BLA submission plans. While some participants argue that the molecule's safety and long-term potential remain intact, others express frustration with management's communication strategy and recent shelf offering filing, fueling debate over the stock's valuation and the likelihood of a future buyout.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe shares are facing downward pressure following the company's fiscal third-quarter earnings report, where a softer-than-expected fourth-quarter revenue outlook overshadowed a revenue and earnings beat. The conversation remains polarized, with some traders expressing frustration over leadership changes and long-term artificial intelligence disruption risks, while others view the pullback as a buying opportunity based on strong subscription growth and continued share buybacks.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is trending as traders analyze the potential long-term impact of DeepSeek's V4.1 Flash model, which reportedly reduces high-bandwidth memory (HBM) and storage requirements. While some in the community view this as a threat to the memory chip demand cycle, others argue that the AI hardware bottleneck remains significant and suggest that any pullback in memory stocks represents a buying opportunity.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Traders are actively debating the stock's potential for a short squeeze amid high short interest and technical consolidation, while remaining polarized between those anticipating significant long-term growth and others dismissing the asset as a failing investment. Much of the conversation centers on speculation regarding potential partnerships, improvements under new leadership, and momentum leading into upcoming quarterly earnings.

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Trump Reportedly Says He Has No Regrets Over Iran War Even As Oil Tops $100 — USO And UCO Jump While Midterm Stakes Get Higher

Equity

The president is defending his Iran strategy as crude prices climb sharply and the conflict weighs on Republicans ahead of the midterms.

Trump Reportedly Says Oil Prices Won’t Tumble Until After Midterms, While Iran Signals More Intense War — USO, UCO Rise

Crude prices climbed as Donald Trump reportedly linked potential energy-price relief to the election, while an Iranian official warned Tehran could escalate counterstrikes.

S&P 500, Dow, Nasdaq End Lower As Oil Crosses $101, Yields Pop Following Bessent’s Expanded Buyback Plan — AAPL, META, AMZN, CRM In Focus

 U.S. benchmark 10-year yields hit the highest since 2023. 

Bessent Triples Bond Buyback Plan To $6B In US Treasury’s Push For Lower Borrowing Costs

The U.S. Department of the Treasury expanded its debt buyback program to $6 billion, yet government bond yields spiked.

US Forces Destroy Five Iranian Oil Carriers After Failed Missile Attacks — USO, UCO Gain As Oil Prices Rise  

U.S. Central Command said the vessels were part of an Iranian shadow network used to fund the Islamic Revolutionary Guard Corps (IRGC) and regional proxies.

Trump Says Oil Prices Will Fall ‘Precipitously’ After Iran War Even As Brent Crude Soars Past $97 A Barrel

The U.S. President said in a Truth Social post on Monday that winning the war with Iran would bring down oil and gas prices. 

Bessent Says US Has 'Makings' Of One Of The Strongest Economies In History, Says 'Temporarily Elevated Prices' Will Come Down

During a Senate hearing, Bessent stated that core inflation and food prices have dropped since President Donald Trump took office in January last year.

Trump Claims Iran Has Committed To No Nuclear Weapons – Says He’s 'Getting Along Quite Well’ With Supreme Leader Khamenei

Trump added that he believes Iranians have a lot of respect for their new leader and that he is involved in ongoing negotiations with the U.S. on a nuclear deal.

Iran Suspends Peace Talks With US Over Israeli Attacks In Lebanon – Brent, WTI Oil Futures Surge 7%

Brent and WTI crude futures maturing in August shot up more than 7% on Monday morning after the latest development added further uncertainty about the potential outcome of the war in the Middle East.

Iran Reportedly Halts US Talks, Vows to Block Hormuz — BTC Drops to 7-Week Low With Retail Blaming Michael Saylor

Cryptocurrency

Bitcoin's price fell nearly 3% to around $71,300, reaching its lowest level in seven weeks.


Neutral Sentiment

President Trump has promised to issue a $5,000 "dividend" check to every adult American citizen if the Republican Party wins control of both the House and the Senate in the upcoming midterm elections, though the proposal would require congressional approval and follows his earlier $2,000 tariff-dividend plan, which stalled after the Supreme Court struck down much of his tariff authority. Do you think the $5,000 dividend check actually happens? Vote and explain your reasoning in the comments.

Trump has pledged a $5,000 &quot;dividend&quot; check to every adult American citizen if Republicans win control of both the House and Senate in the midterms. Do you think it actually happens?

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Trump has pledged a $5,000 "dividend" check to every adult American citizen if Republicans win control of both the House and Senate in the midterms. Do you think it actually happens?

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