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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 currently seeing heightened volatility and debate as investors speculate on the upcoming Phase 3 Regal trial results, with sentiment divided between those anticipating a major clinical breakthrough and those concerned about price manipulation or trial delays. Discussion is largely centered on the pending announcement of the 80th death event required for final analysis and potential interest from pharmaceutical partners.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Semiconductor stocks are trending lower, driven by intense market volatility and significant selling pressure following Broadcom's disappointing revenue forecast. Traders remain divided, with many expressing frustration over the persistent downtrend while some view the decline as an opportunity to buy the dip near key support levels.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle shares are trending as traders weigh an aggressive AI infrastructure buildout against Executive Chair Larry Ellison's surprise decision to cancel a planned $7.5 billion stock sale. While retail sentiment remains largely bullish on the cancellation as a sign of confidence, debate persists regarding the impact of industry-wide calls for an AI development slowdown and the company's rising capital expenditure.

The Elmet Group Co. engages in the provision of precision-engineered components. The firm offers its products and solutions to aerospace, defense, industrial, medical, semiconductor, electronics, energy industry and also the government. It operates through the Critical Materials Components and Engineered Microwave Products business divisions. The company was founded on September 13, 2024 and is headquartered in Portland, ME.

Elmet Group Co. (The)

The Elmet Group

ELMT is trending following a government announcement of a $450 million investment and a $2 billion defense contract to expand domestic tungsten production and support the U.S. National Defense Stockpile. While many traders are bullish on the contract wins and the company's critical role in the defense supply chain, others are expressing concern over the potential for share dilution through future warrant exercises and offerings.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology shares are declining as investors react to industry-wide concerns regarding a potential slowdown in frontier AI development, despite company-specific bullish arguments and high demand for memory. Many traders are weighing the impact of macroeconomic headwinds like rising oil prices and interest rate expectations against the ongoing secular demand for AI infrastructure.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble Inc. shares are trending as traders debate the potential impact of a reported $13.7 billion compute contract with Anthropic, with many interpreting the news as a transformative catalyst for the company's AI infrastructure unit. While some investors view the deal as a significant long-term growth driver that could trigger a short squeeze, others remain skeptical, pointing to the lack of official confirmation and the broader market's sensitivity to macroeconomic concerns.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

DFTX is trending following the release of positive topline Phase 3 data for its DT120 treatment in generalized anxiety disorder, which met all primary and secondary efficacy endpoints. The community is actively discussing the successful trial results, the stock's recent volatility, and the company's path toward an upcoming NDA filing.

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 A

Alphabet Inc Class A

Alphabet is trending as investors debate the impact of rising AI infrastructure capital expenditures versus the company's long-term competitive position and cloud revenue growth. While some traders express frustration over recent stock performance and regulatory headwinds, others view the current price as an accumulation opportunity for a core long-term holding.

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 trending as traders debate the long-term impact of recent AI safety warnings from industry leaders, with many arguing that the sustained demand for data center infrastructure and recurring revenue contracts will outweigh short-term sentiment shifts. While some market participants express skepticism due to the company's debt profile and insider activity, others view the current price action as a buying opportunity based on the ongoing AI compute buildout.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares face downward pressure amid investor uncertainty regarding AI monetization and search market share, with traders expressing concerns over high capital expenditure levels. Conversely, some investors view the current valuation as an accumulation opportunity, citing growth in Google Cloud and the company's robust balance sheet.

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TSLA Slides Premarket As Cybercab Event Draws ‘Bust’ Call — Ross Gerber Says SpaceX Merger Could Create A ‘Must-Have’ Investment 

Equity

Analyst Gene Munster predicted Tesla would add 300 Cybercabs in Austin over the next month, calling it “just the start.”

TSLA Stock Slips Overnight As Safety Regulator Scrutinizes Cybercab — Retail Fumes Over Event Blackout 

Tesla opened Cybercab fleet registrations, with Chamath Palihapitiya saying he had signed up to build a “huge fleet.” 

Tesla Could Make Robotaxis 60x Bigger, Cathie Wood’s ARK Says — But Gary Black Thinks Uber Will Win The Race 

Gary Black said Uber “should win easily” by offering autonomous vehicles from multiple operators on its platform.

Tesla’s $5,000 Cybertruck Price Hike Sparks A Bigger Question: Is Demand Really Strong?

Base Cybertruck deliveries now stretch into 2027, while costlier configurations remain available sooner.

Tesla Stock Revs Up On Cybercab Buzz: Analyst Sees ‘Good Entry Point’ As Robotaxis Drive 30% Of Bull Case

Morningstar expects Cybercab’s low costs to support “strong profits” and “strong growth in 2027.”

TSLA Stock Climbs Premarket: Chamath Says Tesla Is Going ‘All In On Nuclear’ As $10B Texas Solar Plan Emerges 

Musk is targeting 100 gigawatts of annual U.S. solar production, over 300x Tesla’s current Buffalo capacity.

META Stock Outperformed GOOG, TSLA In July Despite Earnings Selloff — Analyst Says Shares Are ‘Attractively Priced’ Now

Morningstar maintained an $850 fair value estimate for META, implying a 58% upside from current levels.

TSLA Stock Jumps Overnight: Musk Calls Tesla China-SpaceX Merger Report ‘Absurdly Fake News’ — Says Its ‘Never Even Come Up In A Discussion’

A China carveout could reduce regulatory complications related to SpaceX’s U.S. defense work and possible Beijing scrutiny.

TSLA Stock Slips Premarket: Morningstar Calls Tesla ‘Very Attractive’ After Earnings Rout — ‘Now’s A Good Time’ To Buy

Tesla’s 14-day RSI fell to 27.34, its lowest since March 2025 and below the typical 30 oversold threshold.

TSLA Stock Sinks Toward Worst Week This Year After Weak Q2 — But CEO Elon Musk Is A 'Big Fan' Of His Insightful Retail Investor Army

Musk also said that SpaceX went public partly to let ordinary investors participate, even as its shares head toward a third straight weekly decline.

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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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