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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after a preliminary business update revealed a record $60 billion backlog and a major jump in projected gross margins, significantly exceeding prior guidance. The community is actively debating the stock's potential for a massive short squeeze and long-term valuation catch-up, while some remain cautious due to the company's past management and regulatory controversies.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing high volatility as investors weigh the potential for increased military drone demand amid geopolitical tensions against ongoing concerns regarding share dilution and management's operational communication. Community discussion is sharply divided between bulls anticipating a short squeeze driven by upcoming earnings and defense sector momentum, and skeptical bears focused on executive share sales and the company's historical performance.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is currently a major focus of community discussion due to anticipation surrounding the 80th clinical trial event for its REGAL Phase 3 study, which investors believe will trigger topline data and potential acquisition interest. While retail investors debate institutional ownership and the significance of an upcoming CEO appearance on Fox & Friends, the message board remains polarized between those anticipating a major valuation re-rate and those concerned about trial delays and potential dilution.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is trending as investors debate its long-term potential as an AI-focused infrastructure play, with the community actively discussing price action, potential breakouts, and the impact of broader market liquidity on altcoin accumulation. While some participants are closely monitoring technical support levels and accumulation opportunities, others are debating the sustainability of current price moves amidst fluctuating market sentiment.

EQT Corp. is a natural gas production company, which engages in the provision of supply, transmission, and distribution of natural gas. The company was founded in 1888 and is headquartered in Pittsburgh, PA.

EQT Corp

EQT Corp is currently trending following a quarterly earnings report that featured a bottom-line beat and raised full-year production guidance, signaling operational confidence despite natural gas market volatility. Investors are actively debating the company's long-term profitability as it navigates structural energy demand from data centers while managing capital discipline and debt reduction goals.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is generating significant buzz following the announcement of a strategic partnership with Apple to power a new device-leasing program, alongside active community discussions regarding its ongoing antitrust litigation against Google. Investors are closely tracking these developments as potential catalysts, with many focusing on the stock's long-term growth potential in the fintech sector despite recent short-term volatility.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T is seeing heightened volatility and investor caution as market participants weigh aggressive competition from SpaceX's Starlink against the company's strong dividend yield and ongoing fiber infrastructure buildout. The community remains divided between those viewing the pullback as a generational value opportunity and others concerned that satellite technology could disrupt traditional telecom market shares.

iShares Inc. - iShares MSCI South Korea ETF

iShares MSCI South Korea ETF

The iShares MSCI South Korea ETF is facing significant volatility as investors aggressively unwind heavily leveraged semiconductor and memory positions amid concerns over market concentration. The community is actively debating whether this represents a temporary reset in the AI-driven memory supercycle or the beginning of a more prolonged structural correction.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS Health is trending as bullish sentiment builds around a recovery, with the stock recently hitting 52-week highs amid institutional call buying and a positive reaction to a legal settlement that removed a significant overhang. The community is focused on the company's strong, integrated business model, recent analyst upgrades, and the potential for momentum to hold as market participants weigh its position against broader healthcare sector peers.

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 C

Alphabet (GOOG) is trending as investors focus on its AI infrastructure guidance, with the community actively debating whether the company's aggressive capital expenditure will sustain or pressure future profitability. Significant discourse centers on the potential impact of Alphabet's heavy AI spending on its competitive position against rivals like Anthropic and OpenAI, with many monitoring upcoming financial reports to determine if heavy hardware investments will successfully drive long-term earnings growth.

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SNAP Stock Plummets Premarket On Growth Concerns: Wall Street Flags High Competition From Instagram, YouTube

Equity

Morningstar lowered its price target on SNAP stock to $7 from $9, with a ‘Very High’ Uncertainty rating.

SNAP Stock Rallies On Layoffs, Updated Q1 Outlook — What’s Wall Street Saying?

In a regulatory filing, the Snapchat owner said it would be laying off about 1,000 employees, including 16% of its full-time employees.

Snap Mass Layoffs Landing Today? Report Sends Traders Buzzing As Stock Eyes Third Day Of Gains

The layoffs could be announced on Wednesday, according to a report in tech newsletter Source.com.


Meta To Slash Several Hundred Of Its Workforce Across Reality Labs As Focus Turns To AI Expansion: Report

Most of the layoffs will affect employees in Reality Labs, Meta’s division handling hardware and wearable devices.


Why Did PINS Stock Gain 8% Pre-Market Today? 

Affiliates of Elliott Investment Management are set to invest $1 billion in the company. 


What’s Sending SNAP Shares Up Today?

The social media company said that its direct revenue segment had exceeded a $1 billion annualized revenue run rate, and its global subscription community has crossed 25 million members.


Snapchat Sued By Texas Attor­ney Gen­er­al Over Addictive Features, Child Safety

In a lawsuit filed on Wednesday morning with the District Court of Collin County, Texas, AG Paxton alleged that the social media company knowingly misrepresented Snapchat’s safety to parents and consumers.

Baidu Unveils First Dividend and $5 Billion Buyback Plan: ETFs in Focus 

Baidu unveils its first-ever dividend and a $5 billion buyback plan, signaling a shift toward shareholder returns. ETFs tied to BIDU come into focus.

Meta Stock Sees Retail Caution Amid Big Tech’s AI Investment Surge

Meta is positioning artificial intelligence at the core of its business strategy following stronger-than-expected fourth-quarter results and outlining ambitious plans for 2026.


META Stock Gets ‘Buy’ Upgrade: Rothschild Redburn Lifts Price Target To $900 Ahead Of Earnings

Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential.


Global X Funds - Global X Social Media 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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