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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs rally is drawing attention alongside bullish analyst commentary on its AI growth prospects and launch scaling, with traders also speculating about potential Microsoft business. Bulls point to the growth opportunity and momentum, while skeptics cite the lofty valuation and upcoming share unlocks as risks.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons advance has traders watching for a breakout, with bullish call-flow chatter and optimism about the upcoming earnings report. That enthusiasm is tempered by complaints that the stock repeatedly gives back gains and has lagged other mega-cap tech shares.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is drawing attention after reporting a strong fiscal fourth quarter and raising its fiscal 2027 outlook, with traders pointing to accelerating AI-infrastructure and data-center demand. The reaction is broadly bullish, though some traders expect profit-taking or resistance near recent highs and others are betting against the rally.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-license and litigation settlement with Micron, which provides five years of recurring payments, is driving attention. Traders largely welcomed the deal and reduced legal uncertainty, while some questioned its terms and speculated about a future SK Hynix agreement.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas announced acquisition of Digital Audience is drawing attention, with bullish traders viewing it as an expansion of the companys data and marketing platform. The enthusiasm sits alongside optimism about recent earnings and raised guidance, while some traders question acquisition funding and warn of dilution or a sell-the-news pullback.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Toshibas plan to expand HDD capacity for AI data centers has raised concerns about future competition and pressure on Western Digitals pricing power, contributing to a sharp storage-stock selloff. Traders are divided: bears see a threat to the industrys supply-constrained advantage, while dip buyers argue the expansion will take years and AI-driven demand should remain strong in the meantime.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellations fiscal Q2 earnings beat expectations, but the shares came under pressure as traders focused on unchanged comparable-earnings guidance and concerns that beer growth relied on higher distributor shipments despite weaker retail demand and margins. The reaction reflects a split between buyers viewing the selloff as a value opportunity and skeptics citing persistent alcohol-demand headwinds.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international AI data-center opportunity, is drawing attention alongside upcoming quarterly results. Traders are encouraged by the expansion but debate its near-term significance because the site is still being marketed and customer commitments, financing and execution remain key concerns.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

A suspected pneumonic-plague death linked to a Russian research lab is drawing attention to EBS as traders speculate that heightened biodefense preparedness could lead to government contract awards. The reports have fueled bullish momentum and short-squeeze chatter, though any new EBS orders remain speculative and some traders doubt the outbreak will translate into sustained demand.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

AEHRs sharp selloff is being linked largely to confusion about its Q1 earnings date: traders point out that a fiscal-year change shifted the reporting schedule, so the report is expected in early November rather than on dates shown by some calendars. The community is split between buyers treating the drop as an opportunity and skeptics citing insider selling, rich valuation, and the lack of a newly announced major order; speculation about an upcoming order remains unconfirmed.

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Nifty 50

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Reliance Industries Ltd.

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ITC Ltd.

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Rate-Hedged ETF (RISR) Hits New 52-Week High

RISR hits a 52-week high amid rising Treasury yields and hawkish Fed expectations. More upside ahead?

Treasury Yields Climb as Middle East Tensions Escalate: ETFs to Gain 

Treasury yields surge as U.S.-Iran tensions lift oil prices. These ETFs could help investors navigate a rising-rate environment.

How to Play Rising Treasury Yields With ETFs

There was a sharp rise in Treasury yields last week, with the 30-year Treasury yield climbing above 5.1% on May 15, 2026

ETF Strategies to Follow Wall Street Forecasts Higher Bond Yields

Tidal Trust I - FolioBeyond Alternative Income and Interest Rate Hedge ETF

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.

RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF