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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 trending following a significant announcement of 2.8 billion dollars in new multi-year AI cloud contracts, which pushed the company to raise its year-end revenue targets. The community is actively discussing the stock's improved demand visibility and large cash position, fueling a intense battle between bullish investors expecting a short squeeze and skeptical bears focused on potential future dilution.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance remains in the spotlight as investors track progress on the high-stakes Warner Bros. Discovery merger amid ongoing regulatory scrutiny from UK and EU authorities. While some community members remain bullish on long-term synergistic value, others are expressing concern over the deal's timeline, the impact of mounting debt, and persistent legal headwinds.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is currently navigating a period of intense volatility and market-wide selling pressure, with shareholders actively debating whether recent pullbacks represent a massive buying opportunity or a deeper correction for data center infrastructure stocks. Despite the bearish price action, the community remains focused on the company's long-term execution, contract backlogs, and anticipation of upcoming earnings as the primary catalysts for a potential trend reversal.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery shareholders are preparing to vote on the $110 billion merger with Paramount Skydance, an event that has sparked intense debate over executive compensation and the future of media consolidation. While the board and major institutional investors support the cash-premium deal, the proposal faces significant pushback from Hollywood creatives concerned about industry job losses and reduced content diversity.

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 Mining is seeing strong community conviction driven by its pivot toward high-performance computing infrastructure and expectations for favorable developments in the ERCOT batch process. Investors are actively debating the stock's long-term value, focusing on contract execution, power capacity, and the firm's strategic positioning within the broader AI data center buildout.

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 selling pressure as investors grapple with broad sector volatility and concerns over insider selling and capital intensity, despite strong fundamental growth in AI compute backlog. While the community is debating whether the current price represents a buying opportunity or a deeper valuation reset, discourse remains heavily focused on the company's long-term reliance on AI infrastructure demand versus the risks of share dilution and management execution.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital Inc. is trending as investors anticipate inclusion in the Russell 3000 Index, which is expected to drive institutional demand and increase liquidity. Community sentiment remains highly bullish, with active discussions focused on a potential multi-billion dollar revaluation tied to expected data center tenant announcements and the company's behind-the-meter energy capabilities.

General Fusion Group Ltd. engages in the fusion industry, developing practical magnetized target fusion technology that is designed to address the key barriers to commercializing fusion. The company is headquartered in Richmond, Canada.

General Fusion Group Ltd.

General Fusion is garnering significant attention as the first publicly listed pure-play fusion energy company, sparking intense community debate between those betting on its long-term technological development and those wary of its distant commercialization timeline. Investors are actively contrasting the stock with other fusion-focused microcaps while debating the credibility of current testing milestones and the potential impact of high-profile backing in the clean energy sector.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is generating intense community discussion as investors weigh the potential for a defense-sector breakthrough through its partnership with Anduril against concerns regarding cash burn and delayed flight testing. While some market participants are aggressively accumulating shares, betting on a pivot toward autonomous military applications and upcoming commercial partnerships, others remain skeptical, pointing to the lack of successful piloted transition flights as a critical hurdle.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is facing significant selling pressure as investors react to a broader industry sell-off, despite the company confirming no direct link to the ongoing Cyclospora outbreak. Community discussion remains polarized, with many traders debating whether the stock is a deep-value buying opportunity ahead of upcoming earnings or suffering from poor service quality and inconsistent portion sizes.

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Bristol Myers Squibb to Build the Most Powerful AI Factory in Life Sciences with NVIDIA

Bristol Myers Squibb (NYSE: BMY, BMS), a global biopharmaceutical leader, today announced it will expand its compute infrastructure to deploy an NVIDIA DGX SuperPOD with DGX Vera Rubin NVL72 systems, giving BMS the most powerful and energy-efficient single-owned NVIDIA infrastructure in life...

U.S. Food and Drug Administration Accepts Bristol Myers Squibb's New Drug Application for Mezigdomide in Patients with Relapsed or Refractory Multiple Myeloma

Bristol Myers Squibb (NYSE: BMY) today announced that the U.S. Food and Drug Administration (FDA) has accepted a New Drug Application (NDA) for mezigdomide in combination with carfilzomib and dexamethasone (MeziKd) in patients with relapsed or refractory multiple myeloma (RRMM). Mezigdomide is an...

Is Bristol-Myers Squibb Company (BMY) Stock at Risk From Proposed Medicare Drug Price Negotiation Updates?

Is Bristol-Myers Squibb Company (BMY) Stock at Risk From Proposed Medicare Drug Price Negotiation Updates...

Bristol Myers Squibb to Report Results for Second Quarter 2026 on July 30, 2026

Bristol Myers Squibb (NYSE: BMY) will announce results for the second quarter of 2026 on Thursday, July 30, 2026. Company executives will review financial results with the investment community during a conference call beginning at 8:15 a.m. ET. Investors and the general public are invited to listen...

Bristol Myers Squibb Announces Dividend

Bristol Myers Squibb (NYSE: BMY) today announced that its Board of Directors has declared a quarterly dividend of sixty-three cents ($0.63) per share on the $0.10 par value common stock of the company. The dividend is payable on August 3, 2026, to stockholders of record at the close of business on...

A Congress Member Sold Up To $65K In Bristol-Myers Squibb Stock: Here's What You Need To Know

Mariska Hargitay Partners with Bristol Myers Squibb for Investigating Myeloma Awareness Campaign to Honor Her Father 20 Years After Losing Him to the Disease

Bristol Myers Squibb (NYSE: BMY) today announced the launch of Investigating Myeloma, a multiple myeloma awareness campaign, in partnership with award-winning actor, director, producer and advocate Mariska Hargitay. This campaign spotlights the importance of ongoing scientific investigation in...

Arcus Biosciences Announces Clinical Trial Collaboration and Supply Agreement to Evaluate Casdatifan in Combination with PDL1/VEGFA Bispecific Immunomodulator to Treat Kidney Cancer

Arcus Biosciences, Inc. (NYSE: RCUS), a clinical-stage, global biopharmaceutical company focused on developing differentiated molecules and combination therapies for people with cancer and inflammatory and autoimmune diseases, today announced a clinical trial collaboration and supply agreement with...

Izalontamab Brengitecan (Iza-Bren) Demonstrates Statistically Significant and Clinically Meaningful Improvements in Overall Survival and Progression-Free Survival in Patients with Triple-Negative Breast Cancer and Esophageal Squamous Cell Carcinoma

SystImmune, Inc. (SystImmune), a clinical-stage biotechnology company, and Bristol Myers Squibb (NYSE: BMY) today announced that SystImmunes parent company, Sichuan Biokin Pharmaceutical Co., Ltd. (Biokin), reported positive results from prespecified interim analyses of two Phase 3 studies...

Full Transcript: Bristol-Myers Squibb Q1 2026 Earnings Call

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.

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