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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is experiencing a historic sell-off as investors react to a pre-announcement indicating weaker software performance and delayed enterprise deals. While some in the community see the move as a brutal overreaction and are actively buying the dip, others are pointing to a potential structural shift in enterprise spending away from software and toward AI-driven hardware infrastructure.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is facing significant volatility as investors weigh its institutional expansion and new crypto-asset approvals in the European Union against persistent downward pressure from short sellers. While the community remains deeply divided, active discussions focus on a recurring resistance level near $7.50, with many traders closely monitoring whether the stock can break out through high institutional interest and recent product pivots.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending following the announcement of a 20-year, $6.6 billion lease agreement with a high-grade global technology partner, a development that has the community actively debating the company's transition from a bitcoin miner to a serious AI infrastructure player. Investors are closely watching for further clarity on the potential Texas expansion and the identity of the confidential tenant, while balancing optimism over the long-term contract value against concerns regarding dilution and short interest.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing extreme volatility following its U.S. Nasdaq debut, as retail investors weigh the stock's massive HBM market share and bullish growth outlook against aggressive short-term price swings. Community discourse is sharply divided, with bulls pointing to the company's long-term dominance in AI-critical memory and favorable fundamental valuations, while bears remain focused on structural risks, Korean market liquidations, and the mechanics of the ADR offering.

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 seeing significant institutional interest and price volatility as traders react to US government approval for the export of advanced H200 AI chips to select Chinese firms. While some investors remain cautious about broader market headwinds, the community is actively debating the stock's potential for a breakout, driven by strong institutional call buying and expectations for continued AI infrastructure spending.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is currently facing intense scrutiny and bearish sentiment as shareholders express frustration over stagnant stock performance and executive compensation packages that were recently approved despite significant opposition. While the community remains deeply divided, the core discussion revolves around a lack of clear communication from management regarding the future of their Combination COVID-19/Influenza (CIC) asset and the potential for a strategic partnership or buyout to unlock value from their proprietary Matrix-M technology.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML Holding is trending as investors digest conflicting signals regarding the semiconductor supply chain, ranging from concerns over geopolitical export restrictions to optimism surrounding new EUV capacity and high-profile industry projects. The community remains focused on the company's critical role as an essential bottleneck provider for advanced logic and memory production, weighing long-term structural AI demand against short-term price volatility and valuation concerns.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Celcuity is currently trending as investors focus on the company's progress with its breast cancer candidate, gedatolisib, following recent positive Phase 3 VIKTORIA-1 trial data and the strategic integration of the PIK3CA mutant cohort results. Community sentiment remains highly active with ongoing debates regarding the stock's valuation, potential buyout interest, and the significance of the upcoming PDUFA date as shareholders monitor institutional accumulation and recent financing activities.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is trending following a massive Q2 earnings beat, fueled by record-setting performance in its investment banking and markets divisions. Investors and the community are actively debating the sustainability of this momentum, specifically questioning whether the stock's elevated valuation can be maintained as the market shifts its focus toward interest rate policy and sector-wide financial performance.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is facing intense selling pressure as investors grapple with shifting consumer sentiment, declining foot traffic, and ongoing debates over its defensive stock status. The community is sharply divided, with some actively shorting the stock on expectations of further downside, while others are scouting for entry points as the company explores strategic pivots like menu innovation and operational upgrades to regain market share.

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Soren Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on September 2, 2025 and is headquartered in Miami, FL.

Soren Acquisition Corp. - Ordinary Shares - Class A

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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SORNSoren Acquisition Corp. - Ordinary Shares - Class A

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