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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 trending as investors debate the impact of the newly approved Vineland data center project and monitor the intense battle between bullish sentiment regarding AI infrastructure demand and bearish efforts to capitalize on the stock's recent rapid appreciation. Community members are actively discussing whether the site approval acts as a catalyst for a sustained breakout toward higher price levels or if the stock is overextended and susceptible to a sell-the-news correction.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as it faces a critical March 2027 trial date in the antitrust battle over its merger with Warner Bros. Discovery, while retail investors debate whether the company should divest its news assets to secure a settlement. The community is actively tracking the financial impact of potential ticking fees and the prospect of the firm relocating operations out of California due to ongoing regulatory and political headwinds.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing significant volatility as investors weigh escalating geopolitical tensions in the Middle East and a sharp, multi-year spike in long-term Treasury yields against the ongoing AI-driven market momentum. While some traders are bracing for a deeper pullback, the community is actively debating whether these pressures signal a structural market shift or simply another dip to be bought by an army of retail investors.

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

Market participants are closely monitoring rising bond yields and geopolitical tensions in the Strait of Hormuz, with community sentiment split between those bracing for a potential correction and those dismissing the recent dip as a buying opportunity. Active discussions center on whether technical support levels will hold amidst concerns over record-high interest payments on U.S. debt and speculative chatter surrounding AI sector valuations.

Investment Managers Series Trust II - Tradr 2X Short SNDK Daily ETF

Tradr 2X Short SNDK Daily ETF

The community is actively discussing heavy volatility in the stock as it acts as a leveraged short against SanDisk, with many traders debating the impact of SanDisk's recent strategic shifts, contract status, and broader semiconductor market headwinds. Sentiment remains deeply divided between those viewing the stock as a prime vehicle to hedge against an AI-driven sector bubble and others warning of the risks inherent in holding leveraged products long-term.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike stock is hitting multi-year lows amidst intense market skepticism and ongoing debates regarding brand relevance and strategic management shifts. Community discussion is sharply divided between investors viewing the sell-off as a generational buying opportunity and critics who argue the company is suffering from long-term brand decay and structural competition.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is facing intense bearish sentiment and significant volatility as investors debate the sustainability of its business model ahead of its upcoming earnings report. The stock has become a focal point for intense conflict between short sellers targeting alleged accounting irregularities and related-party transaction concerns, and bullish traders betting on institutional support and a potential short squeeze.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is currently trending due to its pivotal shift toward becoming a primary AI infrastructure provider, underscored by reports of its Qwen AI models reaching significant global download milestones and the divestiture of its gaming unit to reallocate capital. Investors and the community are actively debating the company's valuation as a tech-focused AI play, with many noting its competitive positioning against U.S. giants and the broader rotation of capital into Chinese equities ahead of upcoming earnings.

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Nasdaq Inc - Ordinary Shares - 144A

Nasdaq Inc

Nasdaq is driving significant market attention as it prepares to launch a new overnight trading session in late 2026, aiming to move toward near-continuous operation. Community discussions are heavily focused on the implications of this extended access for liquidity and volatility, alongside ongoing debate regarding the impact of institutional market manipulation and global geopolitical tensions on broad index stability.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is currently trending as investors debate its upcoming second-quarter earnings report, which follows recent management-provided revenue guidance that signals significant growth. The community remains deeply divided, with bulls highlighting the company's expansion into AI-powered security and data-center infrastructure, while bears point to previous share dilution and the absence of a confirmed earnings date as reasons for their skepticism.

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Radius Recycling (RDUS) Reports Q3 Loss, Beats Revenue Estimates

Radius Recycling (RDUS) delivered earnings and revenue surprises of +55.17% and +7.38%, respectively, for the quarter ended May 2025. Do the numbers hold clues to what lies ahead for the stock?

Radius Recycling, Inc. engages in the recycling of ferrous and nonferrous scrap metal and manufacture of finished steel products. The company was founded by Sam Schnitzer in 1906 and is headquartered in Portland, OR.

Radius Recycling Inc. - Ordinary Shares - Class A

Bullish 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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