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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

SpaceX shares are experiencing significant volatility following a high-revenue earnings report that was overshadowed by massive capital expenditures and investor anxiety regarding an upcoming influx of insider shares. The community remains deeply divided, with bulls pointing to the company's long-term dominance in space and AI infrastructure, while vocal bears are heavily shorting the stock, citing extreme valuations and imminent dilution from the unlocking of nearly one billion insider shares.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending as investors react to a flurry of major catalysts, including an imminent satellite launch and technical workshops with Meta regarding WhatsApp integration. The community is actively discussing the company's progress in expanding its constellation and regulatory milestones in Japan, which are fueling bullish sentiment as it positions itself as an independent satellite connectivity alternative.

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 experiencing significant volatility following its latest earnings report, where strong revenue and data center growth were overshadowed by elevated market expectations and a notable jump in capital expenditures. Community members are actively debating whether this pullback represents a healthy buying opportunity in a multi-year AI infrastructure cycle or a sign that the stock's valuation has become disconnected from its near-term earnings potential.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust (SLV) is seeing heightened trading volume and volatility as investors weigh conflicting macroeconomic signals, including potential U.S. dollar devaluation, shifting Fed rate expectations, and persistent geopolitical tensions in the Middle East. Community members are actively debating whether the metal is currently building a durable base for a long-term rally or if recent price action remains a vulnerable bull trap fueled by industrial demand narratives and AI-related speculation.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Precigen is trending following a strong quarterly earnings report that revealed significant revenue growth, a milestone shift toward operational cash flow break-even, and an optimistic outlook driven by accelerating demand for its FDA-approved therapy, PAPZIMEOS. Community discussion is heavily focused on the stock's high short interest and potential for a squeeze, with investors debating whether the company's commercial execution and upcoming clinical milestones justify a re-rating of its long-term valuation.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is seeing heightened investor attention as market analysts pivot to its AI-driven ad platform, Vector, while the community intensely debates its competitive positioning against AppLovin. Traders are actively tracking large long-dated options positions and potential consolidation patterns, as sentiments split between confidence in a long-term turnaround and frustration over the stock's recent volatility.

Eastman Kodak Co. engages in the provision of analog and digital innovations. It operates through the following segments: Traditional Printing, Digital Printing, Advanced Materials and Chemicals, and Brand. The Traditional Printing segment consists of Prepress Solutions, which includes Kodak's digital offset plate offerings and computer-to-plate imaging solutions. The Digital Printing segment contains Electrophotographic Printing Solutions, Prosper, Versamark and Software. The Advanced Materials and Chemicals segment consists of four lines of business: Industrial Film and Chemicals, Motion Picture, Advanced Materials and Functional Printing, and Kodak Services for Business (KSB). The Brand segment includes licensing of the Kodak brand to third parties. The company was founded by George Eastman in 1880 and is headquartered in Rochester, NY.

Eastman Kodak Co.

Eastman Kodak is trending as investors aggressively position themselves ahead of the May earnings call, fueled by optimism over the company's pharmaceutical manufacturing pivot and potential federal contracts under new onshoring mandates. The community is actively debating the stock's transition from a legacy industrial name into a strategic infrastructure play, with significant focus on institutional accumulation and the anticipation of high-margin growth in its chemicals division.

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 debate the impact of a recent $1 billion credit facility and anticipate upcoming earnings, with the community split between concerns over short-term price manipulation and long-term optimism regarding the firm's AI-driven growth strategy.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is trending following a massive earnings beat and guidance raise, with investors focused on its critical role as a supplier of indium phosphide substrates for AI-driven optical networking. While the community is debating whether the stock's volatility and valuation are justified, bullish sentiment remains centered on the company's multi-year supply agreements with major industry players.

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 facing renewed selling pressure as markets weigh the long-term impact of its decision to overhaul its digital distribution strategy in China. While some investors see this move as a necessary step to regain pricing control and restore brand health, others remain skeptical about the potential for further near-term revenue headwinds.

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SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)

SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS) SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS) PR Newswire OAKS, Pa., July 14, 2026 Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment...

SEI Exchange Traded Funds - SEI QiM U.S. Equity Factor Allocation Active 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.

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