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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 experiencing significant bearish pressure as investors express frustration over a lack of new enterprise contract catalysts and ongoing concerns regarding cash burn and dilution. Despite community debates over the company's long-term potential in voice and Agentic AI, heavy short interest remains a primary focal point, leaving traders divided between those accumulating at lower price levels and others concerned about the stock's persistent lack of upward momentum.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the market digests strong June delivery figures alongside aggressive growth in its premium SUV segment, despite persistent concerns over guidance accuracy and sector-wide volatility. Investors are actively debating the company's long-term profitability and the impact of the ongoing competition with rivals like Li Auto and Xpeng within a saturated Chinese EV landscape.

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

Nike stock is facing significant volatility following earnings results that beat revenue and profit expectations, though investors remain cautious due to guidance on ongoing demand softness in key international markets. The community is sharply divided between those viewing the current valuation as a generational buying opportunity and others skeptical of a turnaround amid intense competitive and macroeconomic pressures.

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 seeing renewed investor interest as the software sector undergoes a rotation, fueled by insider buying, strong institutional block orders, and a shifting narrative that enterprise AI will complement rather than disrupt existing platforms. The community is actively discussing a potential rebound as the stock shows technical strength, with many focusing on the upcoming quarterly results and the company's role as a key orchestrator in enterprise AI.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is surging as investors react to a milestone earnings report that showcased the company's first quarterly profit and significant revenue growth. The community is buzzing over the stock's potential for a short squeeze, fueled by high short interest and anticipation surrounding a major upcoming court verdict against Google.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is experiencing significant volatility driven by its transition from the Russell 2000 to the Russell 200 index, prompting mechanical rebalancing and institutional selling. Despite the short-term pressure, the community remains intensely focused on the company's long-term potential as a critical power infrastructure provider for AI data centers, fueled by its expanded $25 billion financing partnership with Brookfield.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is currently trending as investors monitor progress toward the company's July criticality deadline at its Groves isotope reactor, following recent Department of Energy safety approvals. The community is actively debating the stock's long-term potential as a critical infrastructure play for AI power demands, despite ongoing discussions regarding share dilution and the company's pre-revenue status.

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 seeing significant retail and institutional interest fueled by speculation surrounding a potential buyout, underscored by recent corporate governance changes and the highly anticipated 80th clinical event for its REGAL trial. While community sentiment remains intensely polarized between optimistic long-term bulls anticipating a paradigm shift in cancer treatment and vocal bears questioning trial timelines and clinical endpoints, the discussion is dominated by the strategic positioning of large-scale capital and the implications of the ongoing data monitoring committee's oversight.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing significant downward pressure and volatility as investors weigh the potential long-term benefits of stablecoin adoption against intensifying competitive threats from newly announced industry consortia. While some in the community see the current price action as an overreaction that offers a long-term entry point, others are closely monitoring insider selling patterns and the status of regulatory catalysts like the Clarity Act for signs of a turnaround.

General Mills, Inc. engages in the manufacture of food. Its portfolio of brands includes household names like Cheerios, Nature Valley, Blue Buffalo, Häagen-Dazs, Old El Paso, Pillsbury, Betty Crocker, Totino’s, Annie’s, Wanchai Ferry and more. It operates through the following segments: North America Retail, International, North America Pet, and North America Foodservice. The North America Retail segment includes grocery stores, mass merchandisers, membership stores, natural food chains, drug, dollar and discount chains, convenience stores, and e-commerce grocery providers. The International segment refers to the retail and foodservice businesses outside of the US and Canada. The North America Pet segment includes pet food products sold in national pet superstore chains, e-commerce retailers, grocery stores, regional pet store chains, mass merchandisers, and veterinary clinics and hospitals. The North America Foodservice segment offers ready-to-eat cereals, snacks, refrigerated yogurt, frozen meals, unbaked and fully baked frozen dough products, baking mixes, and bakery flour. The company was founded by Cadwallader C. Washburn on June 20, 1928 and is headquartered in Minneapolis, MN.

General Mills, Inc.

General Mills is trending as investors weigh an updated fiscal outlook featuring aggressive cost-cutting targets against broader consumer demand headwinds. The community is actively debating the stock's value as a defensive, high-yield dividend play amidst institutional rotation and ongoing productivity initiatives aimed at restoring long-term growth.

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Willis Towers Watson Plc engages in the provision of advisory, broking, and solutions services. It operates through the following segments: Health, Wealth, and Career (HCW), Risk and Broking (R&B), and Corporate and Other. The HCW segment provides an array of advice, broking, solutions, and technology for employee benefit plans, institutional investors, compensation and career programs, and the employee experience overall. The R&B segment focuses on a broad range of risk advice, insurance brokerage, and consulting services to clients globally, ranging from small businesses to multinational corporations. The company was founded in 1828 and is headquartered in London, the United Kingdom.

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$3.13	--	--	N/A
Q1 '26	$3.66	$3.72	1.72%	BEAT
Q4 '25	$7.96	$8.12	2.02%	BEAT
Q3 '25	$3.05	$3.07	0.54%	BEAT
Q2 '25	$2.63	$2.86	8.73%	BEAT

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