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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 is facing intense sell-side pressure as investors digest concerns over its high debt levels, massive capital expenditures for AI infrastructure, and perceived risks linked to its large-scale partnership with OpenAI. While retail sentiment is sharply divided between those calling for a bottom and others bracing for further downside, the community is actively debating whether the company's significant revenue backlog will ultimately justify the heavy spending.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently experiencing high volatility driven by a broader semiconductor selloff and investors rotating out of high-growth AI names amid valuation concerns. The community remains deeply divided, with some traders highlighting the stock as a bloated, over-hyped play vulnerable to correction, while long-term bulls defend its foundational role in the AI inference and edge computing shift.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending following the announcement of an expanded multi-year supply agreement with Apple that extends through 2031, with investors viewing the deal as a major validation of its custom silicon and connectivity leadership. The community remains highly focused on the stock's role in the AI infrastructure buildout, with active debates centered on whether current valuations offer an attractive entry point for long-term accumulation versus short-term volatility concerns.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO investors are heavily debating the stock's future as the recent TopBuild acquisition triggers significant share volatility and dilution concerns, leading to a divide between retail investors panic-selling and those viewing the dip as a long-term accumulation opportunity. The community remains focused on Brad Jacobs' track record for potential recovery, with many analysts pointing to the company's long-term potential as a data center and infrastructure play despite current bearish pressure.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubo is seeing increased market attention following the appointment of a new CEO, Alisa Bowen, a former Disney executive whose arrival has sparked optimistic speculation regarding operational restructuring and improved financial performance. While some investors are betting on a turnaround, the community remains deeply divided, with many traders focused on the stock's high short interest and volatility, while long-term shareholders continue to express frustration over past management and consistent downward performance.

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 trending as investors debate whether the company's aggressive acquisition-led growth strategy and defense sector contracts justify its current valuation amidst significant share dilution. Community sentiment is deeply polarized, with bulls pointing to a massive addressable market in autonomous drone tech and defense infrastructure, while bears emphasize technical weakness, heavy short interest, and concerns over continued shareholder dilution.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of America is in the spotlight as investors evaluate upcoming earnings reports, with the community closely tracking how rising interest rates and commercial real estate exposure will impact profitability. Traders are actively debating the bank's momentum, noting recent upward price target revisions from analysts while monitoring substantial options volume that signals a split in sentiment regarding near-term direction.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending following a massive earnings beat and a significant multi-year $500 million counter-drone contract, which has reignited momentum for the entire defense and drone sector. Community sentiment is sharply divided between those viewing the recent pullback as a prime buying opportunity driven by institutional accumulation and skeptics concerned about long-term margin compression and forward-looking guidance.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is generating significant community buzz as retail investors track rumors of potential U.S. government investment and defense funding, positioning it as a key player in the domestic drone manufacturing supply chain. While some investors remain cautious about volatility and insider activity, the community is actively debating the company's long-term growth prospects alongside other drone sector peers amid heightened interest in autonomous defense technology.

OpenAI

OpenAI is trending as the community debates its high-profile legal dispute with Apple over trade secrets and the strategic delay of its highly anticipated IPO. Investors are also actively discussing the company's massive capital burn, its search for government funding partnerships, and the competitive threat posed by Anthropic's recent model releases.

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Corgi ETF Trust I. - Corgi U.S. Utilities 2x Daily ETF

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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