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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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

Microns strong quarterly results and upbeat outlook, alongside managements view that AI-driven memory supply will remain tight through 2028, are driving attention. Traders are split between seeing a durable memory upcycle and viewing the muted share reaction as a sell-the-news response to high expectations, with margin and spending concerns also in focus.

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 A

Alphabet Inc Class A

Gemini 4 Argons launch is the main focus, with traders weighing its coding and cybersecurity benchmarks against Googles ability to regain ground in the AI race. Bulls view the model as a positive catalyst, while skeptics question its real-world edge and note that the shares have swung sharply despite the announcement.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Wells Fargos assessment that AppLovins surge in e-commerce Pixel installs was largely driven by low-traffic Asia-Pacific Shopify sites has fueled concern that the rollout is not yet showing meaningful customer growth, alongside a sharp share-price slide. Traders are split between viewing the report as a bearish sign for expansion prospects and dismissing it as an overreaction or analyst-driven pressure, with many bullish posters pointing to the companys core growth and profitability.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas sharp share-price reset follows completion of the Vylor spin-off, which separated the seed and genetics business from CTVAs remaining crop-protection operations; traders are debating how much of the decline reflects the corporate separation versus additional selling. Many view the standalone business as oversold and undervalued, while others warn that the post-spin valuation remains uncertain and shares could fall further.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

A Hunterbrook report linking Innodata to Metas Muse AI agents has fueled a sharp rally, with traders debating whether the reported customer connection is real; neither company has confirmed it. Some see the move as a technical breakout and possible short squeeze, while skeptics warn it may be speculation-driven.

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

A prolonged selloff ahead of Applied Digitals fiscal Q1 results has traders focused on whether data-center projects reach ready-for-service status and begin converting contracted AI capacity into revenue. Bulls point to the hyperscaler lease backlog and are buying dips, while bears cite the lack of an RFS update, financing and dilution concerns, and continued weak price action.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs recurring ATM share-sale program is the main overhang in the discussion, with traders blaming perceived dilution for capping rallies and fueling volatility. Bulls counter that AI data-center demand for optical transceivers and broader photonics-sector momentum support the business, while bears question execution and valuation.

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

Staggered IPO lockup expirations and reported insider selling are weighing on Cerebras shares, with traders debating how much additional supply may hit the market. That pressure competes with optimism about AI-inference demand and customer deals, while some also worry that OpenAIs reported use of Nvidia GPUs for a newer model tier could challenge Cerebrass growth story.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum is drawing attention amid a rally in AI-photonics stocks, with traders pointing to bullish analyst coverage and demand for optical interconnects in AI data centers. Bulls see breakout momentum and possible short covering, while skeptics cite stretched valuation, sharp volatility and risk of a pullback.

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Surging Treasury yields and a broader bond selloff are driving concern that higher borrowing costs could weigh on the S&P 500, with oil and geopolitical risks adding to volatility. Bears warn of a correction, while bulls point to resilient earnings and AI demand; sharp swings have left traders divided over the markets direction.

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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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