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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing high volatility as investors weigh a strong revenue beat and significant multi-year partnerships with OpenAI and AWS against concerns regarding negative earnings, high valuation multiples, and an upcoming lockup expiration. While bulls emphasize the company's competitive speed and infrastructure demand, bears are pointing to the stock's recent decline as evidence of an AI-sector repricing.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is experiencing significant volatility driven by market speculation around potential Middle East peace deal negotiations and conflicting reports on diplomatic developments. The community is sharply divided, with bulls viewing the pullback as a prime accumulation opportunity to profit from long-term industrial demand, while bears remain skeptical, citing continued selling pressure and questioning the validity of the silver supply shortage narrative.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing significant volatility as market participants aggressively trim positions ahead of its highly anticipated earnings report, with community sentiment split between those viewing the pullback as a buying opportunity and those fearing a broader reset in AI-driven valuations. The recent selloff is being heavily influenced by contagion from broader semiconductor weakness and concerns over South Korean market leverage, leaving investors focused on whether upcoming guidance will validate the stock's structural role in the AI supply chain.

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 currently facing significant downward pressure and testing 52-week lows as investors weigh high valuation multiples against persistent enterprise growth and recent defense contract wins. Community discourse remains heavily divided, with some participants viewing the pullback as a generational accumulation opportunity while others argue the stock is undergoing a long-overdue fundamental correction.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as investors focus on its pivot to high-performance computing and data center infrastructure, with sentiment bolstered by a positive analyst initiation and anticipation of a major customer announcement in Kentucky. The stock remains a high-conviction play in the AI power sector, with community discussion centering on the potential for a short squeeze due to significant short interest and the company's aggressive expansion of its critical power capacity.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

BLZE is surging on a transformational 5-year, $335 million storage partnership with AI hyperscaler CoreWeave, driving significant revenue visibility and a structural re-rating. While the deal has triggered massive volume and bullish sentiment regarding the company's role in the AI infrastructure layer, the community remains divided over potential dilution risks and high volatility as traders weigh the news against the lack of official secondary offering filings.

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 is drawing intense community debate as investors weigh the potential for a rebound driven by World Cup visibility and leadership changes against ongoing concerns regarding market share, innovation, and a challenging long-term price trend. While some market participants are aggressively accumulating shares at these levels, others remain skeptical, citing continued stock weakness and a lack of consistent growth catalysts.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending as investors react to a significant earnings beat and a raised fiscal outlook, fueling optimism regarding the company's network optimization and profitable growth strategy. Despite the positive news, some market participants remain cautious, closely monitoring the impact of fuel costs and sector-wide post-spin-off uncertainty on long-term margins.

Gilead Sciences, Inc. is a biopharmaceutical company, which engages in the research, development, and commercialization of medicines in areas of unmet medical need. The firm's primary areas of focus include human immunodeficiency virus, acquired immunodeficiency syndrome, liver diseases, hematology, oncology, and inflammation and respiratory diseases. It offers antiviral products under Harvoni, Genvoya, Epclusa, Truvada, Atripla, Descovy, Stribild, Viread, Odefsey, Complera/Eviplera, Sovaldi, and Vosevi brands. The company was founded by Michael L. Riordan on June 22, 1987 and is headquartered in Foster City, CA.

Gilead Sciences, Inc.

Gilead Sciences is experiencing heightened interest as the company secures positive Phase 3 ARTISTRY-1 results for its once-daily HIV combination therapy, reinforcing its dominance in the HIV market. Investors are actively discussing the stock's potential for further growth as it continues to advance its oncology pipeline and maintain steady cash flow despite competitive pressures in the biotech sector.

BTQ Technologies Corp. engages in the business of post-quantum encryption. Its products include: QCIM, QSSN, OSS, QPoW, QRiNG. The company was founded by Nicolas Roussy Newton on Novemeber 23, 1983 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ Technologies is drawing attention as the market assesses its post-quantum cybersecurity solutions, with community debate centered on its long-term viability against intense dilution concerns and the timeline for commercial contract adoption. While some investors see the stock as an undervalued play on essential infrastructure protection, others remain highly skeptical, frequently citing the lack of significant revenue and recent downward price trends.

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RTX vs. General Dynamics: Which Defense Contractor Offers More Upside?

RTX vs. General Dynamics: Both defense giants ride rising budgets and strong backlogs, but one shows stronger growth prospects, investments and execution.

Defense ETFs to Buy Now as Record Backlogs Signal Sustained Growth

 Record defense backlogs and rising military spending projections bolster the case for ETFs like IDEF as contractors scale production.

How Is RTX Advancing Connectivity Across Modern Aviation Systems?

RTX expands connected aviation capabilities through advanced avionics, communications and data-management technologies.

Is Redwire Expanding Its Presence in the Growing ISR Market?

RDW is expanding its ISR push with advanced EO/IR sensors and airborne systems built for surveillance, reconnaissance and tough environments.

RTX (RTX) Stock Declines While Market Improves: Some Information for Investors

In the latest trading session, RTX (RTX) closed at $185.6, marking a -3.62% move from the previous day.

RBC Gains From Strength in Aerospace & Defense Unit: Can It Sustain?

RBC's Aerospace & Defense segment surges on commercial and defense demand, with a strong backlog supporting future growth.

Can GE Aerospace Boost Margin Performance Amid Cost Pressures?

GE faces cost pressures, but strong aerospace demand, LEAP deliveries and backlog execution could help lift margins and profit in 2026.

Can Defense Contracts Help Fuel Boeing's Next Phase of Growth?

BA's defense unit posts 21% revenue growth, $9B in orders and an $86B backlog, signaling a bigger role in Boeing's recovery strategy.

How Is Lockheed Martin Strengthening Its Advanced Radar Portfolio?

LMT strengthens its radar portfolio with advanced sensing and missile-defense technologies for evolving military threats.

RTX (RTX) Gains As Market Dips: What You Should Know

In the latest trading session, RTX (RTX) closed at $186.77, marking a +1.7% move from the previous day.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

RTX Unit Raytheon’s $100M Investment Gets Investors Talking – Why Is LTAMDS Radar In The Spotlight Today?

Equity

Bearish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$1.66	--	--	N/A
Q1 '26	$1.51	$1.78	17.51%	BEAT
Q4 '25	$1.47	$1.55	5.28%	BEAT
Q3 '25	$1.41	$1.70	20.56%	BEAT
Q2 '25	$1.44	$1.56	8.16%	BEAT

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RTXRaytheon Technologies Corporation

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