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ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors intensely scrutinize the stock ahead of its earnings report, driven by anxieties regarding the sustainability of enterprise software spending in an AI-dominated market. The community is sharply divided between those bracing for a potential downside move following recent software sector volatility and bulls who believe the stock is significantly undervalued and poised for a rebound based on long-term institutional demand.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is seeing heavy trading volume and institutional accumulation, with the community actively debating whether this signals a potential breakout or continued market manipulation. Bulls are pointing to a significant short interest and the company's shift toward agentic AI as catalysts for a possible short squeeze, while others remain skeptical of the stock's price action.

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 as the company disclosed a massive $60 billion order backlog and nearly doubled its gross margin guidance, signaling strong AI server demand despite reaching only the low end of revenue targets. While bullish investors point to a potential short squeeze fueled by significant short interest and improved profitability, skeptics remain focused on the company's past governance issues and lack of detailed order disclosures.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors rally behind a strong pipeline of autonomous defense and counter-drone contract wins, fueling high trading volume and sparking intense debate over a potential short squeeze. The community is actively discussing the stock's transition from speculative drone play to a serious defense player, with many traders closely tracking rising borrowing costs and key resistance levels as they anticipate significant upside momentum.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending following reports that it may restrict Google's AI training access to its data, a move widely debated by the community as a strategic play to demand better licensing terms. While some investors fear potential traffic impacts, many others remain bullish, viewing the platform's proprietary data as a critical, undervalued asset in the AI landscape.

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 is trending as investors aggressively position themselves ahead of the company's upcoming earnings release, with intense debate centered on whether surging AI infrastructure spending will drive future cloud growth or weigh on profitability. Community sentiment remains polarized, with many traders closely monitoring capital expenditure levels while others view recent price dips as a strategic opportunity to accumulate shares.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet shares are under significant pressure following reports of delays in the rollout of its flagship Gemini 3.5 Pro model, fueling investor concerns regarding execution and the intensity of the competitive AI landscape. While some market participants interpret this pullback as a temporary development hurdle for a company with massive infrastructure advantages, others are using the opportunity to rotate out of high-valuation growth stocks ahead of critical earnings reports.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is trending as investors weigh strong demand signals against recent quarterly performance, with the companys massive $176 billion backlog and upgraded revenue guidance fueling long-term optimism about its role in the AI-driven electrification and grid infrastructure cycle. Community sentiment remains split between long-term holders focusing on multi-decade growth and traders reacting to short-term EPS misses and sector-wide volatility.

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 currently drawing significant attention as investors react to production updates on the Vera Rubin AI platform and heavy market focus on AI infrastructure demand. Community sentiment remains polarized, with active debates centered on whether the stock will break through recent resistance levels or undergo further consolidation amidst broader sector volatility.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

Hedera Hashgraph is gaining significant community attention as it trends alongside other major utility-focused tokens, fueled by growing excitement over the broader RWA and tokenization narrative. While some investors are skeptical due to past price suppression and dilution concerns, many are actively accumulating during this volatility, betting that institutional adoption will eventually drive long-term value.

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Sarissa Capital Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, and reorganization or similar business combination with one or more businesses. The company was founded on August 12, 2020 and is headquartered in Greenwich, CT.

Sarissa Capital 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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SRSASarissa Capital Acquisition Corp - Ordinary Shares - Class A

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