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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 currently seeing heightened volatility and debate as investors speculate on the upcoming Phase 3 Regal trial results, with sentiment divided between those anticipating a major clinical breakthrough and those concerned about price manipulation or trial delays. Discussion is largely centered on the pending announcement of the 80th death event required for final analysis and potential interest from pharmaceutical partners.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending amid a sharp sell-off in semiconductor stocks, driven by a renewed, community-wide debate regarding the sustainability of AI development spending. Traders are expressing significant disagreement, with some viewing the decline as a buying opportunity in a growth sector, while others argue the AI trade is a bubble facing a long-term correction.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle shares are trending as traders weigh the potential for a short squeeze following Chairman Larry Ellison’s surprise cancellation of a multi-billion dollar stock sale, which has bolstered retail sentiment despite broader concerns about AI infrastructure costs and cooling industry demand. While some investors view the cancellation as a bullish signal and a sign of confidence, others remain cautious, citing the company's heavy capital expenditures and ongoing market-wide volatility ahead of the Federal Reserve’s policy decision.

The Elmet Group Co. engages in the provision of precision-engineered components. The firm offers its products and solutions to aerospace, defense, industrial, medical, semiconductor, electronics, energy industry and also the government. It operates through the Critical Materials Components and Engineered Microwave Products business divisions. The company was founded on September 13, 2024 and is headquartered in Portland, ME.

Elmet Group Co. (The)

The Elmet Group

ELMT is trending following a government announcement of a $450 million investment and a $2 billion defense contract to expand domestic tungsten production and support the U.S. National Defense Stockpile. While many traders are bullish on the contract wins and the company's critical role in the defense supply chain, others are expressing concern over the potential for share dilution through future warrant exercises and offerings.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is trending as traders debate the implications of a massive $13.7 billion compute contract with Anthropic, with sentiment split between optimism over the company's expanding AI cloud infrastructure and concerns regarding short-term price volatility and high short interest. While some investors view the potential deal and Northern Data acquisition as transformative, others remain cautious due to market-wide pressure on tech stocks and skepticism regarding the company's long-term execution.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics (DFTX) is trending following positive topline Phase 3 results for its LSD-based DT120 treatment in generalized anxiety disorder, with traders noting the trial met primary and secondary endpoints. The community is expressing bullish sentiment regarding upcoming milestones, including a pre-NDA meeting and the potential for regulatory filing, despite some debate over the stock's valuation and volatility during the transition from clinical trials toward commercialization.

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 seeing significant volatility driven by intense debate over its high capital expenditure on AI infrastructure, with traders divided between concerns over profitability and confidence in its long-term cloud and AI dominance. Market sentiment is further swayed by rumors of potential antitrust regulatory actions and conflicting reports regarding the company's AI progress.

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

Micron shares are facing volatility as traders weigh strong infrastructure demand against market-wide unease regarding calls from major AI CEOs to pace industry development. While many investors view the recent price dip as a buying opportunity ahead of quarterly earnings, others remain cautious due to broader macroeconomic concerns like rising oil prices and interest rate expectations.

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 trending as traders debate the long-term impact of recent AI safety warnings from industry leaders, with many arguing that the sustained demand for data center infrastructure and recurring revenue contracts will outweigh short-term sentiment shifts. While some market participants express skepticism due to the company's debt profile and insider activity, others view the current price action as a buying opportunity based on the ongoing AI compute buildout.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares are facing downward pressure as traders debate the company's valuation, AI leadership in the face of competition, and concerns over high capital expenditures. While some market participants view the stock as undervalued at current price-to-earnings multiples and highlight strong growth in its cloud division, others are cautious due to a broader downtrend and geopolitical uncertainties.

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Dow Jones, Nasdaq, S&P 500 weekly preview: Markets brace for tariff deadline

Investing.com -- U.S. stocks closed higher on Thursday ahead of the Independence Day holiday, with the S&P 500 and Nasdaq Composite setting new record highs.

S&P 500’s China revenue is 4x the trade deficit - Apollo

Investing.com -- S&P 500 companies are significantly exposed to China, Apollo Chief Economist Dr. Torsten Slok highlighted today.  In fact, geographic revenue data from FactSet shows that China makes up 7% of annual revenue for S&P 500 companies.

Cathie Wood sees potential positives in Trump's 'shock therapy' tariff policy

Investing.com -- Cathie Wood, the founder, CEO, and CIO of ARK Invest, has weighed in on President Trump's tariff policy, which has been a cause for concern among many observers. Wood, however, sees potential benefits from the policy that may not be immediately apparent.

Muddy Waters warns US tariffs risks economic self-harm without broader strategy

Wall Street’s fear gauge surges above 60, signaling deepening market panic

WTH? Bessent tries to blame market sell-off on DeepSeek versus Trump’s tariffs

Investing.com -- In an astonishing interview, U.S. Treasury Secretary Scott Bessent blamed the stock market plunge on China's DeepSeek versus President Trump's tariffs.

Keep Trump 'away from X', Jim Cramer pleas

Investing.com -- Market pundit Jim Cramer spoke for the vast majority of the investing public Tuesday when he asked handlers to keep U.S. President Donald Trump “away from X” as the U.S. market tries to find a bottom amid the ongoing tariff war.

Markets 'fully unimpressed' with tariffs and 'sheer randomness' of policy - BMO

Investing.com -- BMO Capital's Chief Economist, Douglas Porter, highlights the recent toll that tariffs and trade uncertainties have taken on global markets and economies. The report, titled "Tariff Bueller’s Day Off," discusses the lack of market enthusiasm for the recent trade news, which has included the U.S. applying additional 10% tariffs on China and 25% tariffs on Mexican and Canadian goods.

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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