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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as the market weighs news of its strategic shift toward using proprietary in-house AI models to reduce reliance on external providers and lower operational costs. Investors are closely monitoring the company's high capital expenditure requirements against ongoing cloud growth, with active community discussion centering on potential earnings performance and sector rotation away from chip-focused trades.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is surging today as investors react to reports that China may ease restrictions on AI chip imports, coupled with a bullish price target reiteration from Bank of America. The community is actively debating a potential short squeeze, with many retail traders dismissing bearish sentiment and citing the company's massive order backlog as evidence for long-term growth.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is currently drawing significant community attention as investors debate the impact of newly filed resale shares against the long-term potential of the company's domestic mine-to-magnet supply chain. While some traders are expressing frustration over the recent sharp volatility, others remain focused on the broader strategic narrative, emphasizing government funding and the sector's role in securing critical mineral independence.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors rally behind a massive new multi-year partnership with Apple to supply custom silicon chips through 2031. The community is heavily debating Broadcom's long-term dominance in the AI infrastructure and custom chip space, balancing excitement over the deal against broader market volatility and valuation concerns.

Alight, Inc. engages in the provision of cloud-based integrated digital human capital and business solutions. The company was founded on June 01, 2017 and is headquartered in Chicago, IL.

Alight Inc. - Ordinary Shares - Class A

Alight Inc. 

ALIT is drawing intense community attention as traders debate whether its drastic valuation drop represents a distressed 'death spiral' or an opportunistic turnaround play following a major reverse stock split. While the stock has seen significant volatility and high-volume swings, investors remain polarized over the company's heavy debt load versus its recurring revenue base and potential for institutional re-entry.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Lingo, magicJack, Marconi Wireless, United Online (UOL), and Consumer Products. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Lingo segment offers a global cloud or unified communications and managed service provider to Enterprise and Small to Medium Businesses in the United States. The magicJack VoIP segment is a non-interconnected Voice-over-IP (VoIP) cloud-based communications service provider that offers related devices and subscription services within the United States and Canada. The Marcon segment is a mobile virtual network operator that provides mobile phone voice, text, and data services and devices using the Credo Mobile brand. The United Online segment is an Internet access provider that offers dial-up and digital subscriber line services under the NetZero and Juno brands across the United States. The Consumer Products segment generates revenue through sales of laptop and computer accessories. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is experiencing significant volatility and scrutiny from its community as investors debate whether the stock is being suppressed by algorithmic trading and short interest or suffering from a lack of confidence in management's capital allocation and debt restructuring. While some market participants are highlighting potential upside catalysts like SpaceX investment monetization, Russell 3000 index inclusion, and a rebound in capital markets activity, others remain frustrated by the suspension of preferred dividends and a perceived lack of transparency regarding the company's long-term financial strategy.

American Bitcoin Corp. engages in the management of a bitcoin accumulation platform. It offers exposure to bitcoin through an industry-first business model that integrates scaled self-mining operations with disciplined accumulation strategies. The company was founded by Eric Trump and Donald John Trump Jr. on October 3, 2018 and is headquartered in Miami, FL.

American Bitcoin Corp. - Ordinary Shares - Class A

American Bitcoin Corp.

American Bitcoin Corp. (ABTC) is facing significant downward pressure and community backlash as investors react to a recent reverse stock split and ongoing dilution concerns. Shareholders are actively debating the company's financial viability and leadership, with many expressing frustration over the stock's performance relative to the broader cryptocurrency market.

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 trending as it cements its position in the AI infrastructure ecosystem, recently securing a prestigious AI Factory Specialized Partner designation from NVIDIA. The community is actively debating the stock's parabolic trajectory and high short interest, weighing its fundamental growth in memory and server stacks against concerns of potential overextension.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as market attention focuses on its pivotal role in the U.S. domestic critical minerals supply chain, fueled by recent insider buying and ongoing geopolitical tensions involving rare earth export controls. The community is actively discussing the stock's long-term potential in defense and AI hardware, as investors weigh the significance of government-backed supply chain initiatives against ongoing volatility and short interest.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is currently trending as investors debate the impact of supply chain constraints against the company's robust position in the AI networking backbone. While the stock has faced recent downward pressure following earnings volatility, the community remains divided between those capitalizing on the dip as a long-term infrastructure play and those wary of current valuation premiums.

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AI Hunger Fuels VanEck Steel ETF (SLX): Is There More Room to Grow?

SLX hit a new 52-week high in early June, raising questions about further upside amid shifting industry trends.

Steel ETF (SLX) Touches a New 52-Week High

SLX hits a new 52-week high, climbing 77.6% from its low as demand for steel rises amid acceleration in global data center construction. 

Steel ETF (SLX) Hits New 52-Week High

SLX hits a 52-week high, up 57% from its low, boosted by regulatory relief and strong sector momentum.

Washington Just Handed Steelmakers a Huge Win: ETFs to Gain

Trump's move easing EPA rules boosts the steel supply chain, setting ETFs like XME up for firmer pricing power and steadier volumes.   

Peter Navarro Rules Out Steel, Aluminum Tariff Exemptions For EU And Other Allies

Equity

Navarro also praised the administration’s 15% tariff on cars, describing it as a cornerstone of Trump’s trade strategy with Europe. 

Sector ETFs to Lose/Win From Oil Price Rebound

Oil rebounded on strong demand signals and easing trade tensions, boosting XOP and SLX while pressuring XRT, CRAK, JETS, and GDX.

UK Rushes To Finalize US Steel Deal Before Trump’s July 9 Tariff Deadline

U.K. Prime Minister Keir Starmer’s spokesperson, Tom Wells, told reporters that the country is working with the Trump administration to avoid higher tariffs on steel “as soon as possible.”

Nippon Steel Completes US Steel Merger As Government Gains Oversight

Nippon Steel finalized its acquisition of U.S. Steel, pledging $11 billion in U.S. investments. The deal preserves American jobs, leadership, and operations under a national security agreement with government oversight.


A Guide to Trump’s Reciprocal Tariffs: What Are They, Who Pays, and Who Benefits?

Financial markets were sent reeling after Trump announced reciprocal tariffs against U.S. trading partners.

How Is Steel Dynamics’ Stock Performance Compared to Other Steel Stocks?

As Steel Dynamics has outpaced its industry peers recently, analysts remain highly optimistic about the stock’s prospects.

VanEck ETF Trust - VanEck Steel 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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