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Invesco QQQ Trust Series 1

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is trending following the successful $900 million funding round for its robotics unit, valued at over $6 billion, sparking intense debate about whether the company should be valued as a physical AI leader rather than just an EV manufacturer. Investors are closely monitoring these robotics developments and upcoming earnings alongside broader market concerns about the volatility of Chinese ADRs.

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 trending as investors weigh reported hardware price hikes and new AI infrastructure investments against skepticism from critics about the sustainability of current AI spending. Market attention is heavily focused on the upcoming earnings report, with community sentiment remaining split between bulls anticipating a blowout beat and bears bracing for a potential post-earnings pullback.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as CEO David Ellison initiates high-stakes negotiations with California Attorney General Rob Bonta to resolve a multistate antitrust lawsuit blocking the Warner Bros. Discovery merger. Investors are closely monitoring the potential for a settlement, especially as reports emerge of Paramount considering relocating its headquarters out of California if the litigation persists.

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 monitor the anticipated 80th clinical event from the REGAL Phase 3 trial, with heavy community debate regarding buyout potential and the credibility of recent reports. While bullish participants see a pathway to a curative AML treatment, others remain skeptical about the trial's official status and market potential.

PDD Holdings, Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The company aims to bring more businesses and people into the digital economy so that local communities and small businesses can benefit from increased productivity and new opportunities. It has built a network of sourcing, logistics, and fulfillment capabilities, that support its underlying businesses. PDD Holdings was founded by Hua Lin Cai and Zheng Huang in 2015 and is headquartered in Dublin, Ireland.

PDD Holdings Inc - ADR

Pinduoduo Inc.

PDD is trending as investors weigh strong e-commerce demand and growth against regulatory concerns, supply chain investment costs, and recent institutional portfolio adjustments. The community remains divided, with many focusing on the stock's low valuation and strong cash position while others express frustration over its lack of share buybacks and ongoing volatility.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently a focal point for investors, driven by community discussions comparing its valuation to technology stocks and high-profile investor sentiment that labels the company a reliable defensive holding. Traders are actively monitoring technical levels and potential membership-driven growth catalysts, maintaining a cautious yet observant stance as they track its performance relative to broader market volatility.

Ethena

The Ethena (ENA) community is actively debating its valuation metrics and structural leverage, with discussions focused on its high token density per share and perceived disconnect from its net asset value. Investors are closely monitoring the impact of institutional partnerships and potential regulatory developments on the token's long-term utility.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

Investors are rallying around RETIRE as a community-driven movement and a "tokenized 401(k)" alternative to traditional retirement funds. Supporters are actively participating in recurring dollar-cost averaging every Friday to build long-term conviction in the project's potential for financial freedom.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean remains a primary focus as offshore drilling demand strengthens, with the community actively monitoring ongoing merger developments with Valaris and the impact of sustained high-spec rig utilization on future backlog growth. Despite recent price volatility, investors are analyzing key debt reduction milestones and the potential for a rebound driven by a tightening ultra-deepwater market.

TOSHI

TOSHI is trending as the community rallies around hopes for a potential short squeeze and future exchange listings, keeping sentiment bullish despite recent price volatility. Investors remain focused on building their positions while awaiting a catalyst to drive the asset toward higher valuation levels.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Tower Semiconductor (TSEM) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

This Tower Semiconductor Analyst Begins Coverage On A Bullish Note; Here Are Top 2 Initiations For Friday

Wall Street analysts changed outlook on top names. For rating changes, check our analyst ratings page. See analysts' views on ADIG, TSEM and moreread more...

Here's Why Tower Semiconductor Stock Is Rocketing Higher Today

Here's Why Tower Semiconductor Stock Is Rocketing Higher Today...

Why Tower Semiconductor Stock Is Surging Today: TSEM Beats Q2 Earnings, Issues Strong Q3 Outlook

Tower Semiconductor (TSEM) reports a Q2 revenue beat and raised Q3 guidance.read more...

Tower Semiconductor Shares Rise 6% After Key Trading Signal

A key trading signal flashed for Tower Semiconductor shares at a price of $253.10, after which TSEM rose nearly 6% to an intraday high.read more...

Why Tower Semiconductor Stock Skyrocketed on Tuesday

Key PointsTower is making a major investment to increase capacity...

12 Information Technology Stocks Moving In Tuesday's Pre-Market Session

Gainers

Tower Semiconductor (NASDAQ:TSEM) shares moved upwards by 19.0% to $273.25 during Tuesday's pre-market session. The company's market cap stands at $25.9 billion.
Cleanspark (NASDAQ:CLSK) sharesread more...

Tower Semiconductor to invest $3 billion in Japan, backed by government grants

Tower Semiconductor to invest $3 billion in Japan, backed by government grants...

TSEM Stock Soars Premarket: Japan Backs Tower’s $3B AI Chip Manufacturing Push

Equity

As part of the investment, the company will increase production of 300-millimeter silicon photonics, silicon germanium, and advanced semiconductor packaging capabilities in Japan.


Tradr Bets on Quantum Boom With 5 New 2X ETFs on Quantinuum, Ciena

The new 2X leveraged single-stock ETFs track Quantinuum, Ciena, Rambus, Tower Semiconductor, and TTM Technologies, expanding its $10B leveraged ETF lineup.read more...

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Bearish 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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