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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 is drawing attention as its pivotal REGAL Phase 3 AML trial approaches the final event trigger, with the companys last confirmed count still at 78 of 80 and traders speculating about when the milestone and subsequent topline data will be announced. Bullish participants point to unusually long patient survival and favorable comments from pharmaceutical-industry professionals, while bears question the delay, trial design, and whether the results will meet the statistical bar.

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

Metas settlement of U.S. child-safety and teen-addiction claims is the dominant catalyst, with traders viewing the resolution as removing a major legal overhang despite required payments and new safeguards. Bullish participants argue the financial impact is manageable and uncertainty has cleared, while bears remain concerned about continuing lawsuits, regulatory restrictions, and heavy AI spending.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Unusual strength in GameStop warrants while the common stock remains muted has fueled speculation that the warrants may be signaling an extension, bondholder activity, or other forthcoming news, though traders disagree on whether the move is meaningful or a setup for further downside. Attention is also focused on the companys upcoming Q2 earnings release and preliminary profitability improvements.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Anticipation of broader federal marijuana rescheduling to Schedule III and the pending administrative-law-judge recommendation is driving attention, with traders expecting 280E tax relief and improved capital access for Trulieves U.S. medical-cannabis business. The community is broadly bullish and also cites the NYSE listing and state expansion, though some caution that the recommendation is nonbinding, final DEA action remains unresolved, and the stock may be overbought.

Helium is a decentralized machine network powered by a physical blockchain. The network is created by gateways who also double as miners on our network. These gateway operators can earn tokens based on coverage they provide as well as transaction fees gained from machines connecting to their gateway  Helium is a new cryptocurrency. Hotspots earn for providing and validating wireless coverage and when devices on the network connect to the internet through Hospots  Helium is mined and distributed to Hotspot Owners, Helium Inc, and investors. There is no pre-mine of Helium, and every month approximately 5,000,000 new Helium are minted.  At the end of each mining period, roughly every 30 to 60 mins, Helium is distributed according to the allocation shown:

Helium

Reported adoption of Heliums network by Celina, Texasconverting existing city WiFi into mobile coveragehas fueled renewed interest in HNTs DePIN and real-world utility thesis, alongside discussion of carrier offload and mobile growth. Bullish traders view the deployment and sharp momentum as evidence of broader adoption, while skeptics point to token dilution, weak hotspot economics, and management concerns.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

Canadian government backing for Xanadus quantum manufacturing and supply-chain expansion is driving attention, with traders debating whether additional federal and provincial support will follow. Bulls view the funding as validation of Xanadus photonic quantum strategy, while skeptics focus on dilution, execution risk, and the muted share-price reaction.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

A newly filed shelf registration has drawn attention, with traders debating whether it is a routine renewal or a precursor to future dilution; the filing added pressure to an already weak post-earnings outlook. Others point to heavy short interest and possible S&P 500 removal as potential sources of volatility, including short-squeeze speculation.

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

Alphabets persistent sideways trading and repeated resistance have drawn attention, with traders split between a bullish technical rebound and expectations of further weakness. The debate centers on heavy AI infrastructure spending and reduced buybacks versus optimism that Gemini, Google Cloud and expanding TPU demand will drive long-term growth.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

A strong Q2 earnings beat and raised full-year guidance have drawn attention, but Rubrik shares sold off sharply as traders focused on slower expected second-half and cloud net-new ARR growth, elevated valuation, and profit-taking after a major pre-earnings rally. Bulls view the decline as an overdone sell-the-news reaction and buying opportunity, while bears point to deceleration, stock-based compensation, and possible insider selling; broader cybersecurity and software weakness added pressure.

Cameco Corp. engages in the provision of uranium. It operates through the Uranium and Fuel Services segments. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Concerns about Camecos uranium production are driving attention, particularly the temporary Cigar Lake suspension tied to operational problems at Oranos McClean Lake mill and the risk of lower output if disruptions persist. Traders are split between bearish views that production issues and weak results justify further downside and bullish views that the outage was temporary, guidance remained intact, and long-term uranium and nuclear demand remain supportive.

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Is WTI Worth Buying Now as Relative Value Meets Balance-Sheet Risk?

WTI trades at a relative sales-multiple discount as cash flow and liquidity improve, but debt and retirement obligations keep the investment case mixed.

W&T Offshore Q2 Earnings Call Highlights

W&T Offshore Q2 Earnings Call Highlights...

WTI Q2 Earnings Beat Estimates on Strong Oil Pricing & Cost Control

W&T Offshore Q2 adjusted earnings returns to profitability as higher oil prices and disciplined costs lift revenues, EBITDA and free cash flow.

Chord Energy Corporation (CHRD) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Chord Energy Corporation (CHRD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

W&T Offshore (WTI) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

W&T (WTI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

BATL, TPET, WTI, XOM, USO Stocks Climb Amid Escalating US-Iran Conflict: Oil Nears $80 A Barrel

Equity

Oil prices surged in the overnight session on Sunday after the U.S. and Iran attacked each other amid escalating tensions. 

Eni Teams Up With Mercuria to Boost Global Energy Trading Footprint

E partners with Mercuria in a 50:50 JV to boost global energy trading, improve efficiency and strengthen long-term cash flow generation.

E Launches New Compression Project to Sustain Bahr Essalam Gas Output

Eni's Sabratha Compression Project aims to sustain Bahr Essalam gas output, boost recoverable volumes and support Libya's power needs and exports to Italy.

Equinor Strengthens Norwegian Portfolio With Strategic Asset Swap

EQNR expands its Troll-Fram position through a strategic asset swap, adding producing and development assets while advancing Peon.

MTDR's San Mateo Unit to Expand Midstream Footprint With Cardinal Deal

Matador's San Mateo joint venture is set to expand its Delaware Basin midstream network with a $752M Cardinal deal, adding capacity, pipelines and customers.

• Reported GAAP EPS of $0.08 up 157.14% YoY
• Reported revenue of $162.62M up 32.89% YoY
• W&T Offshore expects third quarter 2026 production to be slightly higher than the second quarter, with full year 2026 capital expenditures and plugging and abandonment costs toward the higher guidance end.

W&T Offshore faces significant litigation uncertainty, experienced sequential declines in oil and NGL sales volumes, and reported an 11% increase in general and administrative expenses during the second quarter.

W&T Offshore achieved a significant return to profitability, grew Free Cash Flow by 50% sequentially, and improved the company's balance sheet by increasing cash and reducing net debt levels.

W&T Offshore, Inc. engages in the production, exploration, development, and acquisition of oil and natural gas properties. It focuses its operations in the Gulf of America. The company was founded by Tracy W. Krohn in 1983 and is headquartered in Houston, TX.

W & T Offshore Inc

Bearish 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
Q3 '26	-$0.06	--	--	N/A
Q2 '26	$0.04	$0.02	-42.86%	MISSED
Q1 '26	-$0.05	$0.00	100.00%	BEAT
Q4 '25	-$0.12	-$0.14	-21.74%	MISSED
Q3 '25	-$0.09	-$0.05	44.44%	BEAT

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