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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is facing volatility following reports that Meta Platforms is planning to commercialize its excess AI compute capacity, sparking investor concerns over potential competition and future supply saturation. Despite this, many in the community view the sell-off as an overreaction, highlighting that long-term capacity agreements remain intact and that the move essentially validates the high value and structural scarcity of AI infrastructure.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is surging after reports that it plans to launch a cloud initiative to monetize excess AI compute capacity, a move that positions the company as a potential rival to existing cloud infrastructure providers. While this development has sparked bullish sentiment regarding Meta's ability to offset massive capital expenditure, it has triggered a sharp sell-off in smaller specialized compute providers as investors weigh the implications of potential supply pressure and new competition in the AI infrastructure space.

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

CoreWeave is facing significant volatility as investors debate the impact of reports that Meta is exploring a cloud business to monetize excess AI compute capacity. While some market participants worry this signals potential oversupply and increased competition for neocloud providers, the community remains divided, with many highlighting CoreWeave's durable, long-term contracts and structural demand for AI infrastructure as reasons to view the pullback as a buying opportunity.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is generating significant retail interest as a high-conviction short-squeeze candidate, driven by its exceptionally small public float and high short interest that has captured the attention of traders mirroring the mechanics of past meme-stock rallies. The community is actively debating the stock's turnaround potential and squeeze viability, with many comparing it to other fast-food plays while discussing the impact of management's operational shifts and debt restructuring plans.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending as investors focus on its significant short interest and technical potential for a squeeze, while the community debates the company's long-term commercial scaling versus its current reliance on enterprise catalysts.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is seeing heightened attention as investors track its expansion into branded weight-loss drug distribution and upcoming regulatory hearings regarding peptide therapies. The community is actively discussing the stock's institutional backing and its shift toward a recurring, platform-based business model, with many focusing on the balance between growth momentum and potential regulatory volatility.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing intense market volatility as investors weigh the potential for hyperscalers to commercialize excess compute capacity against the long-term structural demand for high-performance AI infrastructure. While the community remains divided over management's capital allocation and communication strategy, bulls point to the company's significant power pipeline and recent NVIDIA Exemplar Cloud status as indicators of fundamental value.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing intense social media debate as investors weigh the company's recent drone defense partnerships against concerns over shareholder dilution and internal management moves. While some traders are focused on the broader sector rally and potential for a short squeeze, others remain skeptical, warning of ongoing volatility and price pressure.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is drawing significant attention as investors anticipate the upcoming 80th clinical trial event, which many believe will trigger a major buyout or partnership announcement. Community discussions are highly polarized between bulls, who view recent price pullbacks as healthy accumulation zones ahead of transformative data, and bears, who remain skeptical of the clinical trial's potential for statistical success.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending following a massive multiyear agreement with Amazon to supply fiber-optic infrastructure for U.S. data centers, fueling investor enthusiasm for its role as a backbone of the AI buildout. Community discussion remains heavily focused on the company's long-term utility as a critical supplier for hyperscalers, despite short-term price volatility and concerns about rotation within the AI semiconductor and infrastructure sector.

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VICI Properties Inc. (VICI) Increases Despite Market Slip: Here's What You Need to Know

The latest trading day saw VICI Properties Inc. (VICI) settling at $27.21, representing a +2.56% change from its previous close.

CDW Achieves #96 Analyst Rank, Surpassing VICI Properties

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, CDW Corp (Symbol: CDW) has taken over the #96 spot from VICI Properties Inc (Symbol: VICI), according to ETF Channel. Below is a chart of CDW Corp versus VICI Proper...

VICI Properties Inc. Announces Release Date for Second Quarter 2026 Results

VICI Properties Inc. (NYSE: VICI) (VICI Properties or the Company) announced today that it will release its second quarter 2026 financial results on Wednesday July 29, 2026 after the close of trading on the New York Stock Exchange. The Company will host a conference call and audio webcast on...

VICI Properties Inc. Completes Sale-Leaseback of Canadian Portfolio in Connection With Pure Casino Entertainments Acquisition of Gamehost

VICI Properties Inc. (NYSE: VICI) (VICI Properties or the Company), an experiential real estate investment trust, today announced the completion of the previously announced transaction to acquire the real estate assets of Deerfoot Inn & Casino, Great Northern Casino and two limited-service hotels...

Is it Wise to Retain VICI Properties Stock in Your Portfolio Now?

VICI's long-term leases, rent escalators and strong liquidity support steady growth, but tenant and Las Vegas concentration remain key risks.

Why VICI Properties Inc. (VICI) Dipped More Than Broader Market Today

VICI Properties Inc. (VICI) concluded the recent trading session at $27.23, signifying a -2.78% move from its prior day's close.

VICI Properties Adds Club Med Resort to Experiential Growth Push

VICI's Carambola Beach Resort deal with Club Med expands its experiential portfolio, adding premium resort exposure, while leveraging risks remain.

CLUB MED ADVANCES STRATEGIC NORTH AMERICAN EXPANSION WITH THE REDEVELOPMENT OF CARAMBOLA BEACH RESORT IN ST. CROIX IN PARTNERSHIP WITH VICI PROPERTIES

CLUB MED ADVANCES STRATEGIC NORTH AMERICAN EXPANSION WITH THE REDEVELOPMENT OF CARAMBOLA BEACH RESORT IN ST. CROIX IN PARTNERSHIP WITH VICI PROPERTIES CLUB MED ADVANCES STRATEGIC NORTH AMERICAN EXPANSION WITH THE REDEVELOPMENT OF CARAMBOLA BEACH RESORT IN ST. CROIX IN PARTNERSHIP WITH VICI...

VICI Properties and Club Med Announce Acquisition and Redevelopment of Carambola Beach Resort in St. Croix

Club Med, the pioneer of the all-inclusive concept with nearly 60 resorts in some of the worlds most desired vacation destinations, and VICI Properties Inc. (NYSE: VICI), an S&P 500 experiential real estate investment trust, announced today the acquisition and planned redevelopment of the iconic...

VICI Properties Inc. (VICI) Stock Sinks As Market Gains: What You Should Know

VICI Properties Inc. (VICI) concluded the recent trading session at $28.09, signifying a -1.13% move from its prior day's close.

VICI Properties, Inc. is a real estate investment trust, which owns, acquires and develops gaming, hospitality and entertainment properties. It operates through the following segments: Real Property Business and Golf Course Business. The Real Property Business segment consists of leased real property. The Golf Course Business segment consists of four golf courses. The company was founded on July 5, 2016 and is headquartered in New York, NY.

VICI Properties Inc

Golden Entertainment Stock Surged 40% Today To Trade Above 200-DMA For First Time Since July

Equity

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.71	--	--	N/A
Q1 '26	$0.71	$0.82	15.95%	BEAT
Q4 '25	$0.70	$0.57	-18.15%	MISSED
Q3 '25	$0.69	$0.71	2.98%	BEAT
Q2 '25	$0.69	$0.82	18.70%	BEAT

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VICIVICI Properties Inc

Upcoming Earnings: Q2 '26

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