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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing intense speculation and polarized debate as investors brace for upcoming earnings, with the community closely tracking indicators of AI-driven commercial demand and sovereign contract growth. Market participants are split between bullish sentiment fueled by potential revenue acceleration and skeptical outlooks regarding the stock's premium valuation and the sustainability of its AI-related expansion.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following the announcement of a private exchange of debt for equity, a move that has sparked intense debate among investors regarding the balance between long-term debt reduction and immediate shareholder dilution. The community remains deeply divided, with some viewing the move as a strategic cleanup of the balance sheet ahead of potential acquisitions, while others express frustration over the impact on share price and management's capital allocation decisions.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is currently trending as retail investors and traders speculate on a potential volatility breakout ahead of the company's earnings release, with heavy call option activity highlighting both high-stakes bets and deep skepticism regarding leadership's execution. Discussion remains polarized between those anticipating a major turnaround driven by AI-integrated hardware and ad revenue recovery, and others frustrated by the stock's long-term performance and the company's complex governance structure.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing significant selling pressure and volatility as traders weigh negative sentiment regarding margin pressure against strong underlying growth and acquisition-driven expansion. The community is sharply divided, with bulls viewing the current price as a generational buying opportunity ahead of upcoming earnings, while skeptics point to intense market competition and technical weakness as reasons to remain cautious.

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 trending as investors intensely monitor the anticipated 80th event data release and potential buyout rumors, fueling a clash between long-term bulls and skeptical short-sellers. Community discussion is focused on the impact of a possible quiet period and the looming top-line Phase 3 trial results, which many view as a critical catalyst for the stock's future valuation.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is surging following a 10-3 vote from an FDA advisory committee that deemed its lead melanoma drug's efficacy results clinically meaningful, despite prior regulatory setbacks. The community is heavily focused on the impending PDUFA decision while debating whether the positive panel outcome is enough to overcome previous data concerns or if it remains a risky setup for a potential third rejection.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Investors are actively debating Luckin Coffee's long-term growth potential and store expansion strategy in the U.S. and China, while closely monitoring upcoming earnings reports for catalysts that could trigger a price breakout. Sentiment remains polarized between long-term holders confident in the company's fundamentals and those concerned about market volatility, OTC listing status, and the ongoing competitive landscape.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is experiencing a significant sell-off following an earnings release that, while beating revenue expectations and raising full-year guidance, resulted in an EPS miss driven by reinvestment in clinical pipeline growth. Shareholders are currently debating whether the sharp price decline represents a manufactured short attack or a standard market reaction to earnings-related volatility, with many long-term investors highlighting strong commercial execution and the potential for a future acquisition as reasons to maintain their positions.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital is trending as investors debate the impact of redemption requests and private credit sector volatility, with community members closely watching institutional buying patterns and recent bond market activity. Sentiment remains split between those viewing the current valuation as a significant discount and others expressing caution regarding potential liquidity constraints in the sector.

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 volatility as the community remains deeply divided over its status as a defensive value play versus a fundamentally broken brand, with high-conviction bears aggressively shorting the stock ahead of upcoming earnings. Traders are closely monitoring the stock's struggle to hold key support levels, with heated debates centered on whether menu pricing, consumer slowdowns, and potential health-related supply chain concerns justify a deeper sell-off.

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Morgan Stanley flags impact of Europe’s record heatwave on different sectors

Investing.com - Europe has been enduring record-breaking summer temperatures, with two recent heatwaves hitting areas across the continent.

Morgan Stanley lowers E.ON rating to Equal Weight after impressive 2025 rally

Investing.com -- Morgan Stanley downgraded E.ON SE (ETR:EONGn) to Equal Weight from Overweight following a sharp rally in the European energy networks operator’s shares this year.

SSE and National Grid: Two different routes to the same long-term upside

Investing.com -- Analysts at Bernstein compared SSE (LON:SSE) and  National Grid  (LON:NG), two stocks UK’s regulated utilities sector. Though both offer comparable upside, their capital strategies, geographic footprints and growth drivers differ sharply.

SSE added to JPM analyst focus list, replacing National Grid

Investing.com -- JPMorgan has added SSE (LON:SSE) to its Analyst Focus List, replacing  National Grid  (LON:NG), following the release of Ofgem’s Draft Determinations (DD) for RIIO-ET3, the regulatory period for electricity transmission starting from April 1, 2026.

Ofgem Draft to test regulator’s support for UK grid investment demands

What will the U.K.’s 2030 clean power plan cost you?

Investing.com -- The United   Kingdom   (TADAWUL:4280)’s ambitious Clean Power Plan 2030 (CPP 2030) has been a topic of discussion among investors, particularly regarding its affordability.

FTSE 100 today: U.K. inflation higher than expected in April; JD, M&S report 

These 2 UK stocks are latest additions to Bernstein's Q2 Best Idea list

Investing.com -- SSE (LON:SSE) and Shell (NYSE:SHEL) (LON:SHEL) are the latest additions to Bernstein’s Best Ideas list for the second quarter of 2025, reflecting the brokerage’s preference for defensive plays and resilient income in the current volatile macro environment.

SSE shares gain as Bernstein sees potential for an M&A deal with Engie

Investing.com -- Shares in SSE (LON:SSE) climbed more than 2% Friday after Bernstein analysts said they see the UK energy firm as a potential takeover target for the French power group Engie SA (EPA:ENGIE).

SSE narrows EPS guidance for FY25, reaffirms investment and FY27 targets

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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