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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.

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.

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.

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 trending as retail traders pivot to the stock as a potential short-squeeze candidate, citing its low float and high short interest. Community discussions are heavily focused on the squeeze thesis, with some comparing it to past meme-stock phenomena while debating the company's long-term turnaround efforts.

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.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending as investors weigh its structural transition from Bitcoin mining to an AI-focused high-performance computing powerhouse, recently bolstered by significant senior note offerings and long-term contracts with major hyperscalers. While the community is actively debating the company's resilience against broader sector volatility and potential hyperscaler-driven cloud competition, many participants are viewing recent price pullbacks as strategic accumulation opportunities due to the firm's locked-in revenue model.

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.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health Inc (OSCR) is seeing aggressive momentum as investors weigh a strong multi-month breakout against technical resistance, with the community actively debating whether the stock's recent gains represent a durable fundamental re-rating or a temporary squeeze. Discussions are dominated by the stock's significant move since earlier insider accumulation and the ongoing battle between those taking profits at key resistance levels and those maintaining long-term conviction based on the company's membership growth and improved margins.

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.

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Wheaton Precious Metals Corp. (WPM) is a Top-Ranked Growth Stock: Should You Buy?

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Silver Just Hit A 'Now Or Never' Level: Which Miner Is Best Positioned If The Metal Bounces?

Silver is testing a key long-term support level. Here's how Wheaton Precious Metals, Pan American Silver, Coeur Mining, First Majestic and Hecla Mining compare.read more...

Analyst Favorites: Wheaton Precious Metals Ranks As a Top Metals Pick

A study of analyst recommendations at the major brokerages shows that Wheaton Precious Metals Corp (Symbol: WPM) is the #7 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Chan...

NHYDY or WPM: Which Is the Better Value Stock Right Now?

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$1000 Invested In Wheaton Precious Metals 5 Years Ago Would Be Worth This Much Today

WPM Makes Bullish Cross Above Critical Moving Average

In trading on Monday, shares of Wheaton Precious Metals Corp (Symbol: WPM) crossed above their 200 day moving average of $123.13, changing hands as high as $126.01 per share. Wheaton Precious Metals Corp shares are currently trading up about 6.4% on the day. The chart below sh...

Here's Why Wheaton Precious Metals Corp. (WPM) is a Strong Growth Stock

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The Royalty Model Built the Most Valuable Companies in Gold. One Junior Is Quietly Running the Same Playbook

For two decades, some of the most durable wealth creation in the gold sector has come not from digging ore, but from owning a slice of someone else&#8217;s production. The royalty and streaming model, pioneered in the late 1980s and refined into one of mining&#8217;s most respected investment structures, has consistently outperformed traditional operators through commodity cycles by offering direct exposure to rising gold prices without the same capital expenditure.As gold pushes to record levels, that model is drawing renewed attention. What is less obvious to many investors is that a ...

Wheaton Precious Metals Corp. is a precious metals streaming company with the quality portfolio of long-life, low-cost assets. Its business model offers investors commodity price leverage and exploration upside but with a much lower risk profile than a traditional mining company. It operates through the following business segments: Gold, Silver, Palladium, Cobalt, and Other. Wheaton was founded by Peter Derek Barnes on December 17, 2004 and is headquartered in Vancouver, Canada.

Wheaton Precious Metals Corp

 'Forget About Bitcoin' — Peter Schiff Says This Commodity Is A 'Faster Horse' Than Gold

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Bearish Sentiment

Hold rates steady

Cut 25 bps

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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	$1.26	--	--	N/A
Q1 '26	$1.24	$1.28	3.70%	BEAT
Q4 '25	$1.10	$1.22	11.36%	BEAT
Q3 '25	$0.59	$0.62	5.52%	BEAT
Q2 '25	$0.58	$0.63	8.06%	BEAT

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WPMWheaton Precious Metals Corp

Upcoming Earnings: Q2 '26

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