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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 after reporting strong Q2 revenue growth and significant momentum in Google Cloud, fueled by rising demand for AI infrastructure. While the community is actively debating the impact of increased capital expenditures and the sustainability of AI-driven earnings, sentiment remains divided between those viewing the dip as a long-term buying opportunity and others concerned about the near-term margin pressure.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing selling pressure following mixed Q2 results that beat revenue estimates but missed on profitability, as investors weigh the company's aggressive and rising capital expenditure on AI and robotics. Community discussion is sharply divided between believers in a long-term AI-driven transformation and critics who view the stock as overvalued and suffering from margin compression.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is facing significant selling pressure as investors brace for the historic share lock-up expiration in early August and weigh the impact of recent earnings volatility. The community remains deeply divided, with some traders anticipating a potential short squeeze around the upcoming Starship launch, while others express strong skepticism regarding the stock's valuation and long-term fundamentals.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as investors react to escalating geopolitical tensions in the Middle East, particularly following reports of attacks on shipping vessels and infrastructure near key maritime chokepoints. The community is actively debating the impact of these conflicts on global supply chains and inflation, with many traders speculating on whether current price levels reflect the full extent of the risks or if further spikes are inevitable.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors weigh strong AI-RAN and infrastructure growth catalysts against recent stock price volatility ahead of the upcoming earnings release. While some in the community are expressing frustration over the recent downward trend, others are actively accumulating shares, viewing the current levels as a long-term opportunity supported by strategic partnerships and expansion into AI-native networking.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as investors react to a significant dip to 52-week lows amid broader sector volatility and skepticism regarding the timeline for commercialization. The community remains deeply divided, with bulls pointing to the Honda partnership and the upcoming earnings report as potential catalysts, while bears aggressively highlight the company's lack of revenue and concerns over management's ability to scale production.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending after reporting a double beat on earnings, with management highlighting that AI monetization has reached a significant milestone and dismissing concerns that AI will replace enterprise software. While investors are debating the company's forward guidance and broader software sector pressures, the community is actively discussing its potential as a long-term AI-driven leader, with many noting a disconnect between strong fundamentals and the stock's recent price volatility.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize its massive capital expenditure on AI infrastructure, which is driving significant growth in Google Cloud but also putting pressure on free cash flow. While the community remains divided between those prioritizing long-term AI dominance and those concerned about the sustainability of high spending, the stock is seeing significant volatility as market participants weigh record-breaking revenue against the cost of the ongoing AI arms race.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors position themselves for a pivotal FDA advisory committee meeting and potential approval for its lead therapy, Deramiocel. While the community is actively debating the impact of a patent infringement lawsuit and potential label scope, many shareholders are viewing the recent share price volatility as a buying opportunity based on strong clinical trial data and significant infrastructure expansion.

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 seeing heightened activity ahead of its upcoming earnings report, with investors focused on the company's data center restructuring, recent foundry partnerships, and broader market sentiment regarding AI infrastructure demand. The community is actively debating the stock's potential for a rebound as traders react to extreme volatility and conflicting signals about the company's long-term competitive position.

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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.

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