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Rumble, 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.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is surging as investors anticipate the imminent completion of its Northern Data acquisition, which will integrate significant GPU and data center capacity under the new 'RUM Group' entity. The community is focused on the potential for a massive short squeeze driven by heavy short interest and speculation regarding future government cloud contracts.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending as investors debate the impact of the newly launched 18A-P chip production process and its potential to secure an Apple partnership, while grappling with significant market volatility and profit-taking. The community is actively discussing the company's turnaround progress, high-volume trading activity, and ongoing speculation regarding future foundry deals amid broader sector-wide shifts.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The QQQ is experiencing intense volatility as investors react to the first FOMC meeting under new Chair Kevin Warsh, whose hawkish tone and emphasis on inflation targets sparked a market-wide selloff. Community sentiment is deeply polarized, with active debates centered on whether this pullback is a long-overdue correction or a temporary dip, while traders closely monitor geopolitical developments and institutional positioning ahead of upcoming options expiration.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure as investors express concerns over the high financial risk and front-loaded capital expenditures required for AI infrastructure, leading to a disconnect between the company's enterprise dominance and its recent stock performance. The community remains deeply divided, with many bears highlighting technical breakdowns and competitive risks from rivals like OpenAI, while bulls view the pullback as a generational buying opportunity for a core software giant.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and social media users fiercely debate a new memorandum of understanding between the U.S. and Iran, with community members expressing polarized views on the deal's strategic implications and economic impact. The discussion is further fueled by market anticipation surrounding federal interest rate decisions and intense online speculation regarding presidential policies and corporate leadership.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is trending as investors digest the company's major $26 billion business reset, which includes significant EV-related write-downs, the suspension of its 2026 dividend, and a strategic pivot back toward traditional gasoline-powered vehicles to match consumer demand. The community is actively debating whether this move signals a necessary, healthy cleanup of past operational inefficiencies or indicates deeper long-term distress.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining Corp ($B) is attracting investor interest as the market revalues gold amid concerns over monetary policy, global economic stability, and rising debt levels. Community discussion remains focused on the company's role as a major copper and gold player, with bullish sentiment driven by share buyback announcements and the potential for a significant upside in its North American assets.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors weigh strong oncology pipeline data against broader market uncertainty and evolving vaccine development efforts. The community is actively debating the company's long-term commercial potential versus technical pressures, while closely monitoring news on emerging infectious threats and upcoming FDA advisory meetings.

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 Inc. is trending as investors monitor ongoing technical consolidation and sentiment shifts that position the stock as a key player in the AI data monetization narrative. Community discussions remain focused on potential institutional catalysts and long-term valuation upside despite recent volatility.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is facing intense downward pressure and widespread community frustration as the stock continues a sharp multi-day sell-off alongside a broader rotation out of enterprise SaaS names. While some investors point to strong fundamentals like massive share buybacks and the expansion of its Agentforce AI platform as reasons for a potential reversal, many are actively debating whether these software stocks are long-term value plays or if the sector's narrative has been permanently damaged by AI displacement fears.

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Omdia: XR Headwear Market Set for Growth From 2027, as Industry Attention Shifts From Headsets to Glasses

Global shipments of XR headwear will decline by 12% to 6.2 million units in 2026, according to the latest forecast from Omdia. However, the market is expected to return to growth in 2027, reaching 6.5 million units, an increase of 4.8%. This recovery will be driven by the rapid expansion of XR...

Omdia: Netflix to Reach 400 Million Subscribers by 2031, Maintaining Global Streaming Lead Despite Industry Consolidation

Netflix is forecast to reach nearly 400 million subscribers worldwide by the end of 2031, reinforcing its position as the worlds leading subscription streaming platform despite growing consolidation across the industry. New forecasts from Omdia presented at NEM Dubrovnik 2026 indicate that scale...

Omdia Appoints Theresa Lanowitz as Principal Analyst for Vulnerability and Risk Management

Omdia has appointed Theresa Lanowitz as Principal Analyst covering vulnerability and risk management within its Cybersecurity go-to-market research practice, bringing decades of experience in software development, industry analysis, and cybersecurity leadership to the role. Lanowitz joins Omdia...

Omdia: Semiconductor Market Surpasses $300bn Quarterly Revenue in 1Q26 as Memory Market Shifts Historical Patterns

Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to new research form Omdia. Memory revenue drove the increase, rising over 80% sequentially in 1Q26...

Omdia: TV Shipments Increase 6% in 1Q26 as 2026 World Cup Inventory Build-Up Begins

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Omdia: Online Video Subscription Reached 2.24 Billion in 2025 Ahead of Projected Slowdown in 2026

Omdias latest TV & Video market data shows global online video subscriptions reached 2.24 billion at the end of 2025, up 17.6% year on year from 1.9 billion in 2024. However, growth is expected to slow to single digits in 2026 as the market enters a more mature phase. Meanwhile, global pay-TV...

Omdia: AI Factory Market Enters Industrialization Era as Five Dynamics Redefine AI Infrastructure in 2026

Cumulative global data center investment is forecast to approach $1.6 trillion by 2030, while leading technology enterprises will collectively deploy over $600 billion in AI infrastructure capex in 2026 alone. This capital expenditure indicates that the AI Factory market has crossed an irreversible...

Omdia: US Smartphone Market Declined 3% in 1Q26 Amid Pricing Pressure and Carrier Subsidy Shifts

The US smartphone market declined 3% year over year to 33.4 million units in 1Q26, according to Omdias latest research. The comparison was against an elevated 1Q25 base when vendors and carriers accelerated inventory build-up ahead of potential US tariff actions. Beyond this comparison effect, US...

Omdia: European Smartphone Market Grows 2% in 1Q26 as Prices Hit Record High

Omdias latest research reveals that Europes smartphone market (excluding Russia) grew 2% to 33.0 million units in 1Q26, showing resilience amid growing supply-side costs and increasing risks of availability bottlenecks. Healthy end-user demand alongside channel frontloading helped boost the market...

Informa TechTarget Announces 2026 Archer Award Winners for GTM Excellence in EMEA

Informa TechTarget (Nasdaq: TTGT), an indispensable partner for go-to-market success in the B2B sector, today announced the winners of the 2026 EMEA Archer Awards, the companys annual awards program that recognizes customers for outstanding go-to-market (GTM) performance. This years winners all...

TechTarget, Inc. engages in purchasing intent-driven marketing and sales data to deliver business impact for business-to-business companies. Its technology coverage includes Al software and services, application development, business functions and applications, CIO and IT strategy, cloud and IT infrastructure, CX, UC, and collaboration, cybersecurity, data management and analytics, end user computing, IT operation, networking, storage and data protection, channel resources, and technology content libraries. The firm focuses on industries in automotive, construction, education, energy and sustainability, financial and financial services, food and grocery, government, healthcare and life sciences, hospitality, manufacturing and logistics, real estate and buildings, retail and consumer packaged goods, and telecommunications and service providers. The company was founded by Don Hawk on September 14, 1999 and is headquartered in Newton, MA.

Techtarget Inc

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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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