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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs sharp rally is being linked to Morgan Stanleys bullish call and optimism around Starship milestones, Starlink and AI infrastructure. Bulls point to growth potential and momentum, while skeptics cite stretched valuation and upcoming share unlocks as risks.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected plague exposure at a Russian research institute has fueled an outbreak-related trade in NVAX, with traders speculating about vaccine-sector buying and possible government contracts. The community is divided over the linkNovavax has no plague vaccinewhile many also attribute the move to short-squeeze dynamics and the Sanofi-led Nuvaxovid rollout.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSparks disclosure of Meta as the tenant for a long-term Georgia data-center lease, alongside financing for the buildout, is driving attention as traders weigh its shift toward AI infrastructure against its Bitcoin-mining business. Bulls see the deal as a potential source of recurring revenue and a catalyst for a re-rating, while skeptics focus on the debt burden, execution risks and the stocks muted response.

BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

BioNTechs oncology pipeline is driving attention, with traders weighing encouraging lung-cancer and other trial updates against the halt of its autogene cevumeran colorectal-cancer study. The community is also debating whether Modernas cancer-vaccine success validates BioNTechs prospects or whether the trial setback and execution risks limit that read-through.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

A U.S.-Japan statement highlighting AST SpaceMobiles cooperation with Rakuten and a completed TELUS satellite-to-smartphone integration test are drawing attention, alongside the shipment of its next BlueBird satellites. Bulls view these as commercial and international progress, while skeptics focus on launch delays, execution concerns and analyst cuts to revenue expectations.

Flutter Entertainment Plc engages in the business of online betting and gaming. It operates through the following segments: UK and Ireland, Australia, International, and US. The UK and Ireland segment includes the operations of Sky Betting and Gaming, Paddy Power, Betfair, and tombola. The Australia segment focuses on sports betting services provided to Australian customers online. The International segment relates to poker, casino, rummy, lottery, and sports betting. The US segment includes sports betting, daily fantasy sports, and gaming services. The company was founded in 1988 and is headquartered in New York, NY.

Flutter Entertainment Plc

Traders are weighing Brazils presidential runoff and uncertainty around the countrys online-betting restrictions: some view Flvio Bolsonaros first-round lead as potentially favorable for gambling operators, while others remain concerned about a possible betting ban and Flutters prolonged share-price decline.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRRs weak price action is fueling debate over whether its large AI-infrastructure contracts can be executed and converted into revenue, with financing needs and potential dilution adding to investor skepticism. Some holders remain bullish on the backlog and reported project progress, while others question managements credibility and say the company needs clearer disclosures and proof of delivery.

Anthropic

Anthropics confidential IPO filing and preparations for a potentially landmark public offering dominate the discussion, with traders focused on how to get pre-IPO exposure and what valuation the listing could command. Sentiment is divided: some point to rapid Claude adoption and growth, while skeptics question the valuation, heavy infrastructure spending, and path to sustainable profits.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentums breakout is being linked to demand for optical components in AI data centers and bullish analyst coverage. Traders are divided between momentum and short-squeeze optimism and concerns that the valuation and sharp gains leave the stock vulnerable to a pullback.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AI-driven demand for indium phosphide substrates used in optical networking and data centers is fueling attention on AXT, with earnings and capacity-growth optimism adding to the bullish case. Traders are split between viewing the stocks sharp swings and breakout attempts as momentum or squeeze potential and warning that valuation, China-related supply risks, and volatility leave it vulnerable to pullbacks.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Extremely 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.

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