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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending due to a blowout earnings report featuring exceptional growth in U.S. commercial and government revenue that significantly exceeded market expectations. The community is actively debating the company's long-term growth trajectory and valuation, with bullish investors celebrating the accelerating demand for its AI platform while skeptics continue to question the sustainability of the stock's current price levels.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is seeing heightened volatility and intense social media debate following an announcement regarding a convertible debt-to-equity swap, which investors are interpreting as a dilutive event. The community is sharply divided, with some critics labeling the move as detrimental to long-term shareholders, while others argue it strengthens the company's balance sheet for future strategic acquisitions.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as investor focus shifts to its upcoming earnings, with the community actively debating whether recent advertising improvements and subscription growth can finally drive a sustained turnaround for the stock. Bullish sentiment highlights potential in AI-integrated hardware and cost-discipline, while skeptics remain focused on founder-controlled governance, ongoing user base challenges, and the historical volatility surrounding earnings reports.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is experiencing intense volatility as traders weigh reports of renewed military escalations in the Middle East against persistent, market-moving claims from the White House regarding imminent peace deals. Investors are closely monitoring the Strait of Hormuz for potential supply disruptions, while the broader community remains deeply divided over the reliability of diplomatic announcements versus the reality of depleted strategic reserves.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as market participants focus on strong revenue growth from its core multiple sclerosis drug, Briumvi, and anticipation surrounding its upcoming subcutaneous launch and pipeline expansion. Despite some short-term volatility and analyst-driven EPS misses, the community remains heavily bullish, citing consistent guidance raises and persistent acquisition rumors as primary drivers for long-term value.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies (VOYG) is rallying significantly following a major earnings beat that featured record bookings, an increased full-year revenue outlook, and a substantial boost in backlog. The community is heavily focused on the company's successful scale-up of its space infrastructure and defense contracts, viewing the stock as a compelling long-term play despite ongoing discussions regarding profitability and scaling margins.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently a focal point for investors as the company prepares for an earnings report that analysts suggest will reveal significant pressure from rising input costs and shifting consumer spending habits. While the community remains deeply divided between those viewing the recent pullback as a value-based accumulation opportunity and those who are bearish due to long-term brand challenges, the stock's role as a defensive staple is being tested against a backdrop of wider market rotation.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

AstraZeneca is actively generating headlines following a $445 million expansion of its Texas manufacturing facility to boost production of its potassium-regulating medication and positive Phase III trial results for Imfinzi in gastric cancer treatment. Market sentiment remains focused on the company's robust oncology pipeline and its ongoing integration into the NYSE, as investors weigh its aggressive global growth strategy against broader pharmaceutical sector volatility.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing high volatility as investors weigh the stock's heavy debt load and high-interest financing costs against a massive AI compute backlog. While the company faces skepticism regarding its ability to scale infrastructure amid capital intensity, the community is actively debating its potential as a long-term AI backbone versus the risks of massive institutional selling and leverage unwinding.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors eagerly anticipate upcoming earnings, with the community closely tracking the potential for a guidance raise driven by the dominant performance of Mounjaro and Zepbound. The stock continues to benefit from its leading role in the GLP-1 sector, as market participants debate the stock's valuation, recent institutional interest, and the impact of the newly launched Foundayo on the broader obesity treatment landscape.

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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.

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