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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is facing volatility following reports that Meta Platforms is planning to commercialize its excess AI compute capacity, sparking investor concerns over potential competition and future supply saturation. Despite this, many in the community view the sell-off as an overreaction, highlighting that long-term capacity agreements remain intact and that the move essentially validates the high value and structural scarcity of AI infrastructure.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility as investors debate the impact of reports that Meta is exploring a cloud business to monetize excess AI compute capacity. While some market participants worry this signals potential oversupply and increased competition for neocloud providers, the community remains divided, with many highlighting CoreWeave's durable, long-term contracts and structural demand for AI infrastructure as reasons to view the pullback as a buying opportunity.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is surging after reports that it plans to launch a cloud initiative to monetize excess AI compute capacity, a move that positions the company as a potential rival to existing cloud infrastructure providers. While this development has sparked bullish sentiment regarding Meta's ability to offset massive capital expenditure, it has triggered a sharp sell-off in smaller specialized compute providers as investors weigh the implications of potential supply pressure and new competition in the AI infrastructure space.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail traders pivot to the stock as a potential short-squeeze candidate, citing its low float and high short interest. Community discussions are heavily focused on the squeeze thesis, with some comparing it to past meme-stock phenomena while debating the company's long-term turnaround efforts.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing intense market volatility as investors weigh the potential for hyperscalers to commercialize excess compute capacity against the long-term structural demand for high-performance AI infrastructure. While the community remains divided over management's capital allocation and communication strategy, bulls point to the company's significant power pipeline and recent NVIDIA Exemplar Cloud status as indicators of fundamental value.

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 seeing intense social media debate as investors weigh the company's recent drone defense partnerships against concerns over shareholder dilution and internal management moves. While some traders are focused on the broader sector rally and potential for a short squeeze, others remain skeptical, warning of ongoing volatility and price pressure.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood (HOOD) is trending as the community reacts to a successful $2.2 billion convertible notes offering and bullish analyst coverage targeting further upside. Discussions are heavily focused on the platform's rapid expansion into prediction markets, global crypto infrastructure, and the upcoming launch of 'Trump Accounts,' with many traders debating whether recent price volatility is a temporary consolidation or a sign of deeper structural shifts in the stock's momentum.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is seeing heightened attention as investors track its expansion into branded weight-loss drug distribution and upcoming regulatory hearings regarding peptide therapies. The community is actively discussing the stock's institutional backing and its shift toward a recurring, platform-based business model, with many focusing on the balance between growth momentum and potential regulatory volatility.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health Inc (OSCR) is seeing aggressive momentum as investors weigh a strong multi-month breakout against technical resistance, with the community actively debating whether the stock's recent gains represent a durable fundamental re-rating or a temporary squeeze. Discussions are dominated by the stock's significant move since earlier insider accumulation and the ongoing battle between those taking profits at key resistance levels and those maintaining long-term conviction based on the company's membership growth and improved margins.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending as investors weigh its structural transition from Bitcoin mining to an AI-focused high-performance computing powerhouse, recently bolstered by significant senior note offerings and long-term contracts with major hyperscalers. While the community is actively debating the company's resilience against broader sector volatility and potential hyperscaler-driven cloud competition, many participants are viewing recent price pullbacks as strategic accumulation opportunities due to the firm's locked-in revenue model.

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Can Beyond Beer Drive Molson Coors' Next Phase of Growth?

TAP is pushing Beyond Beer with RTD cocktails, hard seltzers and premium mixers as Horizon 2030 targets broader growth.

What's Driving Molson Coors' Profitability Amid Volume Pressure?

TAP Q1 profitability grows y/y despite volume pressure, driven by a $450M savings plan, lower MG&A and a richer beyond-beer/premium mix.

Beer Demand Goes Flat As Even Alcoholics Pull Back With Gas Above $4

Beer Demand Goes Flat As Even Alcoholics Pull Back With Gas Above $4

 Beer sales across the U.S. over Memorial Day weekend were troublingly soft, according to a new Goldman report, which attributed the weakness primarily to a "challenging macro backdrop" and unusually cold weather...

Molson Coors Beverage Company Announces Pricing of its Private Offering of Canadian Dollar-Denominated Senior Notes in Canada

Molson Coors Beverage Company (MCBC, Molson Coors or the Company) (NYSE: TAP, TAP.A, TAP 32; TSX: TPX.A, TPX.B) announced today the pricing of the previously announced private placement offering in Canada by Molson Coors International LP, a wholly-owned indirect subsidiary of Molson Coors, of CAD...

Molson Coors Beverage Company Announces Pricing of its Public Offering of United States Dollar-Denominated Senior Notes

Molson Coors Beverage Company ("MCBC," "Molson Coors" or "the Company") (NYSE: TAP, TAP.A, TAP 32; TSX: TPX.A, TPX.B) announced today that it has priced its previously announced public offering (the Offering) of $1,500,000,000 aggregate principal amount of its senior notes, consisting of...

Implied Volatility Surging for Molson Coors Stock Options

Investors need to pay close attention to TAP stock based on the movements in the options market lately.

Molson Coors Beverage Company Announces Proposed Private Offering of Canadian Dollar-Denominated Senior Notes in Canada

Molson Coors Beverage Company (MCBC, Molson Coors or the Company) (NYSE: TAP, TAP.A, TAP 32; TSX: TPX.A, TPX.B) announced today that its wholly-owned indirect subsidiary, Molson Coors International LP, has commenced a private placement (the Offering) in Canada of Canadian dollar-denominated senior...

Molson Coors Beverage Company Announces Proposed Public Offering of United States Dollar-Denominated Senior Notes

Molson Coors Beverage Company ("MCBC," "Molson Coors" or "the Company") (NYSE: TAP, TAP.A, TAP 32; TSX: TPX.A, TPX.B) announced today that it has commenced an underwritten public offering (the Offering) of U.S. dollar-denominated senior notes (the Notes). The Offering is expected to close on or...

Molson Coors Beverage: A 12.8% Better Bargain Than When Molson Bought

There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on March 9, Molson Coors Beverage Co's Director, Andrew Thomas Molson, invested $93,337.80 into 2,000 shares of TAP, for a cost per share...

Molson Coors Beverage Company Announces Regular Quarterly Dividend

The Board of Directors of Molson Coors Beverage Company (NYSE: TAP, TAP.A) today declared a regular quarterly dividend on its Class A and Class B common stock of US$0.48 per share, payable June 12...

Molson Coors Beverage Co. is a holding company, which engages in the production and sale of beer. It operates through the Americas and EMEA and APAC geographical segments. The Americas segment imports, markets, distributes, and sells owned brands and partner brands and licensed brands in the U.S., Canada and various countries in Latin America. The EMEA and APAC segment consists of the production, marketing, and sales of primary brands as well as other owned and licensed brands in Bulgaria, Croatia, Czech Republic, Hungary, Montenegro, the Republic of Ireland, Romania, Serbia, the U.K., various other European countries and certain countries within the Middle East, Africa and Asia Pacific regions. The company was founded in 1786 and is headquartered in Golden, CO.

Molson Coors Beverage Company - Ordinary Shares - Class B

Molson Coors Announces Workforce Reduction, Nearly 400 Salaried Positions To Be Eliminated

Equity

Bullish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$1.52	--	--	N/A
Q1 '26	$0.36	$0.62	71.00%	BEAT
Q4 '25	$1.15	$1.21	4.93%	BEAT
Q3 '25	$1.69	$1.67	-1.46%	MISSED
Q2 '25	$1.82	$2.05	12.70%	BEAT

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TAPMolson Coors Beverage Company - Ordinary Shares - Class B

Upcoming Earnings: Q2 '26

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