SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Surging Treasury yields and a global bond selloff are fueling concern that higher borrowing costs and possible Fed hikes could pressure equities. Traders are divided between bearish warnings about a broader selloff and bulls viewing sharp rebounds as buying opportunities, with cooler inflation and strong Micron results cited as counterpoints.

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

Microns blowout results and stronger outlook, driven by AI-related memory demand and tight supply, are drawing attention, but the stocks muted reaction has surprised many traders. Bulls see the outlook and continued supply constraints as support for further growth, while skeptics point to high expectations, rising capex, Treasury yields and memory-cycle risks; options traders also lament the flat move and volatility decay.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A global bond selloff and rising Treasury yields are fueling concern about pressure on QQQs growth-heavy holdings, even as the index repeatedly rebounds. Traders are divided over whether AI and semiconductor strength, including optimism after Microns report, can sustain the rally or whether higher rates and broader macro risks will weigh on it.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields reach multi-decade highs, with traders pointing to persistent inflation concerns, strong growth, and government debt as reasons yields may stay elevated. The discussion is largely bearish on the ETFs continued selloff, though some traders see oversold conditions and are accumulating in anticipation of a rebound.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes upcoming fiscal Q1 earnings have traders focused on whether results and guidance can show progress in the turnaround, as the shares trade near multiyear lows. The community is split between bearish views citing weak demand, China and competition, and contrarian bets on a recovery or short squeeze amid elevated short interest.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JASMY is drawing attention after Panasonic Advanced Technology, Jasmy and JANCTION described a working Smart Render product using distributed GPUs, with plans for commercial use. Traders welcomed the tangible development, while some questioned whether it will create direct demand for JASMY or translate into adoption amid concerns about exchange delistings.

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 C

Googles Gemini 4 Argon launch, focused on coding and cybersecurity, is driving attention as traders debate whether it can bolster Alphabets position in the AI race. Enthusiasm over the models capabilities is tempered by complaints that the stocks initial gains faded and by broader concerns about competition from Meta and other AI developers.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Rising Treasury yields and persistent rate-hike concerns are weighing on the rate-sensitive small-cap Russell 2000, which traders say is underperforming large-cap tech as borrowing and refinancing costs pressure smaller companies. The community is divided between bearish calls for further weakness and hopes for an oversold bounce near the 200-day moving average, with some pointing to cooler PCE data as potential relief.

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

Bullish analyst calls and CoreWeaves AI-cloud expansion updates are fueling discussion about demand for AI compute. Traders cite strong demand and pricing potential, while skeptics point to heavy capex, debt and dilutionand frustration that the stock repeatedly struggles to hold gains.

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 strong results, upbeat outlook and comments about rising AI-optics orders are reinforcing the view that it benefits from growing data-center connectivity demand. Traders remain divided between the growth story and concerns about its rich valuation, with sharp swings prompting both breakout bets and profit-taking or short positions.

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Vine Hill Capital Investment Corp. is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on May 24, 2024 and is headquartered in Fort Lauderdale, FL.

Vine Hill Capital Investment Corp. - Warrants(01/07/2031)

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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