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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently the subject of intense community debate following an earnings report that featured record data center growth and raised guidance, yet triggered a sharp sell-off due to high capital expenditure concerns and market volatility. While investors are split between those wary of the stock's elevated valuation and those doubling down on the long-term AI infrastructure thesis, the active discourse remains heavily focused on whether this volatility represents a healthy entry point or a sign of deeper fundamental exhaustion.

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SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending as investors weigh conflicting geopolitical tensions in the Strait of Hormuz against shifting Federal Reserve rate-hike expectations. The community is actively discussing gold's potential for a major breakout based on falling bond yields, persistent central bank accumulation, and ongoing debates regarding its role as a hedge against rising national debt.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is facing downward pressure following reports that Waymo may end their robotaxi partnership as competition intensifies, alongside investor concerns regarding the company's AI-driven cost-cutting measures. Despite these headwinds, the community remains divided, with some investors viewing the current valuation as a prime accumulation opportunity while others express frustration over the stock's persistent underperformance.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after delivering a strong earnings report that triggered a software sector rotation and institutional interest. Community sentiment remains polarized between bulls highlighting the company's AI-driven breakout and bears focusing on margin compression and credit loss concerns.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as investors rally behind strong earnings results, raised guidance, and momentum in the company's AI-driven advertising and app distribution segments. The community is actively discussing a potential re-rating of the stock, with long-term holders expressing optimism over the company's strategic positioning and institutional buying activity.

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

Zeta Global is trending as investors react to a significant earnings beat and raised full-year guidance, which helped the stock overcome initial volatility caused by erroneous brokerage data. The community is actively debating whether the current momentum represents a sustainable breakout for the AI-driven marketing platform or a potential spot to take profits following the recent price surge.

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 digest news of its pending $2.8 billion acquisition of psychedelic drugmaker AtaiBeckley, a move aimed at expanding its neuroscience pipeline beyond its core GLP-1 franchise. While the market continues to debate the competitive implications of its obesity portfolio against Novo Nordisk, the community is actively tracking these strategic expansions and recent legal developments as key indicators of the company's long-term growth and diversification strategy.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is trending as investors debate the impact of potential shifts in silver supply dynamics, Chinese market policy, and the ongoing volatility in the precious metals sector. The community is actively discussing a mix of bullish long-term investment theses driven by industrial demand and concerns regarding short-term price manipulation and market correlation.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is facing significant selling pressure as investors react to high capital expenditures for AI infrastructure and prepare for a massive insider share unlock that is set to expand the public float. The community remains deeply divided, with some traders anticipating a further decline toward sub-$100 levels due to increased share supply, while long-term bulls see the current pullback as an opportunity to accumulate shares in a high-growth AI and satellite connectivity leader.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs (ALAB) is seeing extreme volatility as investors weigh a strong earnings beat and raised guidance against concerns over high valuation and insider selling. While the community is split between bullish sentiment driven by AI infrastructure demand and bearish skepticism regarding the stock's massive YTD run, traders are closely monitoring key support levels following recent sharp price swings.

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Rexel H1 sales edge higher on North American momentum and pricing gains

Investing.com -- Rexel posted a 1.6% rise in first-half 2025 sales on a same-day basis, supported by stronger volumes in North America and early pricing benefits from U.S. tariffs.

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Hold rates steady

Cut 25 bps

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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.

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