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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 experiencing significant volatility as investors digest reports that Meta plans to commercialize excess compute, sparking concerns over potential competition and future supply dynamics in the AI infrastructure market. Despite the sell-off, community discussions remain divided between those viewing the move as a narrative-driven overreaction to a structurally supply-constrained sector and others signaling caution regarding long-term customer concentration risk.

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 downward pressure as investors reassess its scarcity premium following reports that Meta is exploring a cloud business to monetize excess AI compute capacity. While bulls maintain that CoreWeaves long-term contracts and AI infrastructure position remain intact, the community is actively debating whether this signals a structural shift toward hyperscaler-led competition that could compress margins for independent data center providers.

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 Platforms is surging following reports that the company plans to launch a cloud business to monetize excess AI compute capacity, a move interpreted as a strategic pivot to improve capital expenditure efficiency. The announcement triggered sharp selling in smaller infrastructure and 'neocloud' providers as investors weigh the competitive implications of a major hyperscaler entering the compute-as-a-service market.

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 selling pressure as the market reacts to reports of potential hyperscaler compute supply, while shareholders express growing frustration over management's focus on brand partnerships and high-profile marketing instead of deal-driven revenue. Despite this, bulls are highlighting IREN's recent achievement of NVIDIA Exemplar Cloud status as a validation of its infrastructure quality, setting the stage for a potential structural recovery.

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.

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.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp (BULL) is seeing increased investor scrutiny as market participants debate its potential for a breakout against consistent resistance levels, with community discourse centered on comparing its performance to other major fintech platforms and analyzing institutional accumulation patterns. Investors are actively tracking technical indicators and potential catalysts related to brokerage expansion, while simultaneously expressing frustration over recent price volatility and the stock's sensitivity to broader market trends.

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.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is facing significant investor skepticism as mixed reactions to quarterly earnings results and ongoing concerns regarding theme park monetization and streaming growth continue to weigh on the stock. Market sentiment remains polarized, with some investors highlighting the value of the company's deep intellectual property and aggressive share buyback plans, while others focus on sluggish price performance and broader concerns about management strategy.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood (HOOD) is trending as the community reacts to a successful $2.2 billion convertible notes offering and bullish analyst coverage targeting further upside. Discussions are heavily focused on the platform's rapid expansion into prediction markets, global crypto infrastructure, and the upcoming launch of 'Trump Accounts,' with many traders debating whether recent price volatility is a temporary consolidation or a sign of deeper structural shifts in the stock's momentum.

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Li Auto June Deliveries Fall Nearly 15%

Li Auto June deliveries dip 14.8% YoY to 30,895 amid rising China EV competition, while peers NIO and XPeng post strong growth.read more...

XPeng Gains On June Deliveries And New EV Launch

XPeng reported 40,126 June deliveries, announced upcoming MONA L03 launch plans, and highlighted continued growth in its vehicle lineup.read more...

XPENG Announces Vehicle Delivery Results for June and Second Quarter 2026

XPENG Announces Vehicle Delivery Results for June and Second Quarter 2026 XPENG Announces Vehicle Delivery Results for June and Second Quarter 2026 PR Newswire GUANGZHOU, China, July 1, 2026 GUANGZHOU, China, July 1, 2026 /PRNewswire/ -- XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX...

XPENG Unveils X-Mind: Empowering Autonomous Driving with a "Future-Foresight" Brain

XPENG Unveils X-Mind: Empowering Autonomous Driving with a "Future-Foresight" Brain XPENG Unveils X-Mind: Empowering Autonomous Driving with a "Future-Foresight" Brain PR Newswire GUANGZHOU, China, June 29, 2026 GUANGZHOU, China, June 29, 2026 /PRNewswire/ -- XPENG (NYSE: XPEV, HKEX: 9868), a...

NIO Stock Tracks Worst Month In 2026: EV Maker Pursues Hong Kong Primary Listing Upgrade To Expand Investor Base 

Equity

The move could make Nio eligible for the Stock Connect program, allowing mainland Chinese investors to buy its Hong Kong-listed shares.

Tesla Under Pressure Again: Is the Bear Case Getting Overplayed?  

TSLA's safety probe adds pressure, but energy growth, improving overseas deliveries, and FSD approvals may make selling the stock premature.

Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges

Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges

 Bernstein analyst Eunice Lee is out with a fascinating note explaining why automakers are making a mad dash into the world of humanoid robotics, arguing that their manufacturing scale, supply-chain...

China's Alibaba Unveils AI Brains Designed To Power The Next Generation Of Robots

China's Alibaba Unveils AI Brains Designed To Power The Next Generation Of Robots

 Authored by Jijo Malayil via Interesting Engineering,

Chinese firm Alibaba has launched its first embodied AI model family, which links large language models with real-world robotic actions.
The...

XPENG X9 Tops Range and Charging Performance in World's Largest EV Test

XPENG X9 Tops Range and Charging Performance in World's Largest EV Test XPENG X9 Tops Range and Charging Performance in World's Largest EV Test PR Newswire AMSTERDAM, June 12, 2026 11% above WLTP to 646 km and 12m55s charge secure double victory at NAF El Prix Summer 2026AMSTERDAM, June 12, 2026...

Tesla Challenger XPeng’s CEO Takes Over Robotics Division After Key Executive Departure – XPEV Slides For Sixth Straight Session

According to a Reuters report, CEO He Xiaopeng will take over leadership of XPeng's robotics division immediately as the company moves toward starting mass production of its humanoid robots by the end of the year.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

Bullish 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	-$0.06	-$0.05	13.29%	BEAT
Q1 '26	-$0.11	-$0.28	-145.00%	MISSED
Q4 '25	-$0.00	$0.06	2093.61%	BEAT
Q3 '25	-$0.05	-$0.06	-16.68%	MISSED
Q2 '25	-$0.11	-$0.07	33.06%	BEAT

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XPEVXPeng Inc - ADR

Upcoming Earnings: Q2 '26

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