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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares surged after the company reported record quarterly revenue and significantly raised its full-year outlook, driven by explosive demand for AI-optimized servers and a record order backlog. While the community expressed frustration over pre-earnings volatility and market-wide sentiment, the dominant sentiment remains bullish on the company's long-term growth and its role in the AI infrastructure supercycle.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple shares rose as traders reacted to the first official memo from new CEO John Ternus, who expressed optimism regarding upcoming hardware product launches. Despite some community skepticism and debates over the transition, the stock saw its strongest single-day gain in over a month as investors looked ahead to the scheduled September product event.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending following a post-earnings sell-off, with traders debating whether the negative reaction stems from compressing margins or cyclical concerns in the AI sector. Despite the price decline, many investors remain bullish on the company's long-term growth, citing strong revenue metrics and continued hyperscaler demand as reasons to accumulate shares.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending following a fiscal fourth-quarter earnings beat, with traders debating whether the stock's valuation is stretched despite upbeat fiscal 2027 guidance. While some express optimism about the acquisition of Console and AI-driven security demand, others are wary of slowing organic growth and suggest rotating into lower-valuation peers.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as investors express frustration over price volatility and the stock's inability to maintain gains, with many citing frustration over perceived manipulation and macroeconomic headwinds like interest rate concerns. While some traders continue to focus on the company's long-term growth and potential for future index inclusion, others are increasingly vocal about the high opportunity cost of holding the shares compared to other market performers.

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 C

Sentiment around Alphabet is currently divided between investors who view the stock as undervalued given its cloud growth and AI integration and traders who remain bearish due to persistent competition from rivals like Anthropic, rising interest rates, and ongoing concerns regarding heavy capital expenditure. While some traders point to potential breakthroughs from new model releases and partnerships, others are betting on further downside, citing a lack of technical support and poor sentiment.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is trending following a significant sell-off after the company provided a cautious third-quarter outlook, despite beating earnings and revenue expectations. Traders are debating whether the drop is an overreaction to the conservative guidance or a justified correction given the stock's high valuation and previous run-up.

Zoracles

Zoracles is trending as investors debate the potential for a short squeeze, citing high volatility, significant short interest in futures contracts, and ongoing accumulation by bulls who see the current price as a discount. While some participants express frustration over recent price declines, others remain bullish on the long-term potential of the platform's predictive markets and upcoming token unlocks.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending following the announcement of its largest-ever power purchase agreement with Google, a development investors and traders view as significant commercial validation for the company's geothermal technology and future data center power capacity. While the community is highly bullish on the company's long-term potential, some participants express skepticism regarding valuation and potential future dilution.

Ethena is a delta-hedged synthetic dollar with native crypto yield derived from staking and perpetual funding rate

Ethena USDe

Traders are actively discussing Ethena's USDe, focusing on upcoming fee-switch governance votes, institutional credit facility milestones with FalconX, and the asset's overall integration across major decentralized finance protocols. Discussion frequently involves comparisons to other stablecoin assets, debates over its NAV discount relative to ENA treasury holdings, and momentum-based price action.

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Sarepta stock falls after Elevidys fails to get backing by EU regulators

Investing.com --  Sarepta  Therapeutics Inc. (NASDAQ:SRPT) stock declined 13% Friday after European regulators recommended against approving Elevidys, the company’s gene therapy for Duchenne muscular dystrophy.

Roche Holding AG is a research healthcare company. It operates through the Roche Pharmaceuticals and Diagnostics segments. The Roche Pharmaceutical division comprises the business segments, such as Roche Pharmaceuticals and Chuga. The Diagnostic division consists of the following four business areas: centralized and point of care solutions, molecular diagnostics, tissue diagnostics, and diabetes care. The company was founded by Fritz Hoffmann-La Roche on October 1, 1896 and is headquartered in Basel, Switzerland.

Roche Holding AG - Ordinary Shares new

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? 
 
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