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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 trending following a mixed Q2 earnings report that beat revenue expectations but missed on profitability, as investors weigh significant AI and robotics capital expenditures against narrowing auto margins. The community remains deeply divided, with bulls highlighting the long-term potential of the company's autonomous and humanoid robotics roadmap, while bears are increasingly vocal about cash burn and stalled project timelines.

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 as investors weigh an impressive revenue beat and accelerating cloud growth against concerns over massive, ongoing capital expenditures for AI infrastructure. The community is sharply divided, with bulls pointing to the company's dominating market position and record earnings, while bears and skeptics are focused on the long-term profitability of heavy AI spending and the impact of the company's equity-boosted results.

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

SpaceX shares are trending as investors grapple with extreme volatility and concerns over a massive upcoming lock-up expiration that will flood the market with millions of shares. The community remains deeply divided, with bulls eyeing the stock as a generational buying opportunity ahead of a major rocket launch, while bears warn that the company is significantly overvalued and primed for a further decline.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize its heavy AI infrastructure spending and capital expenditure guidance relative to cloud revenue growth. The community remains divided between those viewing the aggressive AI investment as a necessary foundation for long-term dominance and those concerned about the impact of these costs on free cash flow and short-term margins.

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 following a strong quarterly earnings report where the company delivered a double beat on revenue and earnings, with leadership highlighting a significant milestone in AI-driven contract value. The stock is generating intense debate in the community, with bulls pointing to the company's resilient enterprise demand and AI monetization as proof of long-term viability, while skeptics focus on valuation and forward-looking guidance.

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 challenging earnings report that saw the stock drop despite announcing new partnerships with Honda and updates on battery vertical expansions. Community sentiment is deeply polarized, with bulls focusing on long-term technological potential and commercialization progress, while bears express frustration over the lack of revenue, insider selling, and a perceived slow path to large-scale production.

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 await the July 29 FDA advisory committee meeting for Deramiocel, with community sentiment remaining fiercely divided between bulls citing strong clinical trial data and bears focused on ongoing patent litigation and short-selling activity. The discussion is heavily centered on whether the FDA will approve a broad label for the Duchenne muscular dystrophy treatment, despite recent volatility and aggressive short positions.

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, specifically reports of renewed maritime conflict in key shipping corridors. The community is actively debating whether ongoing military activity and tanker incidents warrant further price upside, while many traders remain cautious about potential diplomatic developments and the impact of price volatility on broader market sentiment.

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 capturing significant community attention as investors await the upcoming earnings report, with sentiment divided between concerns over data center layoffs and optimism surrounding its foundry strategy and potential AI infrastructure partnerships. Traders are closely monitoring the stock's volatility and positioning ahead of the release, debating whether recent price fluctuations represent a sustainable turnaround or a temporary relief rally.

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The DIA is trending alongside major indices as the market navigates a complex environment of geopolitical tensions, mixed economic data, and sector rotation. Investors are actively debating whether the ongoing tech pullback represents a healthy rotation into broader value sectors or a precursor to a larger market correction.

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Vext Science, Inc. owns and manages cutting-edge cultivation facilities, fully equipped manufacturing units, and dispensaries across both Arizona and Ohio. The firm's flagship brand, Vapen, produces THC concentrates, edibles, and distillate cartridges in Arizona. The company was founded by Jason Thai Nguyen on December 11, 2015 and is headquartered in Phoenix, AZ.

Vext Science Inc.

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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