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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 record results and stronger guidance, alongside expectations for AI-driven memory supply constraints through 2028, are driving attention. Traders are debating the muted-to-negative share reaction: bulls see durable demand and earnings strength, while others point to elevated expectations, margin and spending concerns, rising yields, and the risk of a cyclical peak.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas sharp share-price reset follows completion of its Vylor seed and genetics spin-off, with shareholders receiving Vylor shares as CTVA becomes focused on crop protection. Traders are debating the standalone businesss value and whether additional selling has overshot, while others point out that the headline decline does not reflect the combined value of both companies.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins selloff and fresh 52-week lows are being tied to Wells Fargos view that the recent Pixel-install spike may overstate meaningful e-commerce traction, alongside broader concerns about growth and competition. Bulls call the reaction excessive and cite the companys profitability and valuation, while bears see signs that expansion is slowing.

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 fiscal Q1 earnings and managements outlook are the dominant focus as the stock sits near multi-year lows and traders look for evidence of a turnaround. Bulls cite the brands staying power, recent selloff and potential for short covering, while bears point to weak demand, China and competition; the sold-out Caitlin Clark shoe launch is a secondary bright spot in the debate.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accentures quarterly results beat expectations, with record bookings and a stronger-than-expected outlook driving a sharp rally. Traders are split on whether the bookings signal resilient consulting demand and ease AI-disruption fears, or whether the move is excessive given modest growth and AIs potential to pressure the billable-hours model.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is drawing attention amid a steep, persistent share-price decline, with traders focused on concerns about its convertible debt, liquidity, and sensitivity to higher interest rates and bond yields. Bears view the weakness as evidence of deeper business risks, while bulls cite the CEOs share purchase and improving operating trends as reasons for optimism.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa is the main focus, with traders noting that the filing has not produced the hoped-for rally and awaiting the FDAs review decision and timeline. Some see the submission as reducing regulatory uncertainty, while others remain bearish amid concerns about prior clinical results, dilution, and managements plans to commercialize independently.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware court ruled that Liquidias Yutrepia infringes two valid United Therapeutics patent claims covering its PH-ILD use, driving a sharp selloff as traders weigh possible label changes or broader sales restrictions. The community is split between fears that the ruling threatens Yutrepias commercial prospects and views that the decline is excessive given Liquidias planned appeal and remaining PAH business.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is drawing attention after traders discussed a reported exploit involving NEAR Intents, raising concerns about trust in the cross-chain liquidity system and possible fallout for usage. Some see the incident as damaging to NEARs thesis and have sold, while others are treating the decline as a dip-buying opportunity.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths business-combination approval and planned Nasdaq listing are driving attention, with the companys expected XRP treasury at the center of the discussion. Traders are reacting bullishly to the XRP-linked exposure and momentum, while debating SPAC redemptions, the resulting public float, and warrant value and dilution risk.

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Dan Ives-Backed IVAI Raises $200M In IPO To Target Late-Stage Private AI Companies

Equity

Ives Ultra AI Opportunities is offering 20 million shares at an assumed $10 price and is scheduled to launch its IPO at market open.


‘Pharma Bro’ Martin Shkreli Slams Anthropic’s Claude Drug-Discovery Claims: ‘This Is Not Impressive Work’

Claude-designed proteins successfully bound to 14 of 15 targets in independent testing by Adaptyv Bio and Twist Bioscience. 

Anthropic, OpenAI Said To Be Racing For Public Markets: Reports Of Pre-IPO Moves Tell Very Different Stories

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year. 


Dan Ives Says American AI Tech Is Far Superior To China’s: ‘No One Will Compare From A Model Perspective’

While the launch of Moonshot AI’s Kimi K3 was a “mini DeepSeek moment,” the reality is that OpenAI and Anthropic are “playing a whole different game,” Ives said.


Fundrise Innovation Fund (NYSE: VCX) to Accelerate Lockup Expiration of Restricted Shares by One Month

The Fundrise Innovation Fund (NYSE: VCX) today announced that the expiration date of the Fund's post-listing share lockup will be adjusted forward by one month, from September 14th, 2026, to August 13th, 2026, which will result in previously locked-up shares being eligible to begin trading on...

OpenAI Faces Another Blow On Road To IPO: Ailment Forces AGI Chief Fidji Simo To Leave After Less Than A Year

OpenAI has seen a string of high-profile departures in recent months, including Chief Product Officer Kevin Weil and Vice President of Engineering Srinivas Narayanan.


OpenAI Returns To The Ring As Anthropic’s Cheaper AI Raises The Stakes – Elon Musk Teases Grok 4.5 

OpenAI announced the GPT-5.6 flagship model, Sol, after delaying its release last month at the U.S. government's request due to security concerns and testing.


Anthropic Takes First Step Toward In-House AI Chip — Talks With Samsung Underway, Says Report

Artificial intelligence startup Anthropic is in preliminary discussions with Samsung Electronics to manufacture its first in-house server chip as it seeks greater control over its computing infrastructure and skyrocketing costs.

Anthropic Clears Major IPO Hurdle As US Lifts Export Controls On Claude AI Fable, Mythos Models

Anthropic withdrew its AI models earlier in June after the U.S. government flagged security vulnerabilities and the potential for their use in harmful activities.


Anthropic Faces More Scrutiny Ahead Of IPO: JPMorgan Reportedly  Follows Goldman In Cutting Claude Access For Hong Kong Staff

Anthropic’s licensing terms prompted the removal of Claude from an internal list of approved large language models available to employees, The Financial Times reported.


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Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

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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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