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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 shares are facing downward pressure as investors grapple with higher-than-anticipated capital expenditures on AI infrastructure and a significant decline in free cash flow, overshadowing the company's solid revenue growth. The community remains deeply divided, with some investors viewing the dip as a long-term buying opportunity in a dominant ad-revenue machine, while others express frustration over management's heavy spending and the persistent lack of clear, short-term returns on their massive AI investments.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the UAE's broad approval of Anktiva for bladder and lung cancer, sparking optimism regarding global regulatory expansion and potential revenue growth. The community remains focused on upcoming quarterly earnings, speculation about international partnerships, and the heavy short interest surrounding the stock.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holdings is trending as investors rally behind a strong performance outlook, fueled by record-high commercial engine flying hours, successful strategic transformation initiatives, and growing momentum in the Small Modular Reactor (SMR) market. The community is actively discussing raised profit guidance, aggressive share buybacks, and potential contract wins in defense and aviation, with many long-term holders expressing optimism about the stock's growth trajectory and future mid-term results.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors react to a strong quarterly earnings report that beat expectations, particularly highlighting robust Azure cloud growth and a commitment to maintaining stable capital expenditure. The stock is currently being viewed by the community as a market stabilizer, with many discussing a potential short squeeze as institutional confidence returns to the name.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure as investors actively debate its valuation, potential robotic and AI growth, and the broader impact of recent leadership and geopolitical developments. The community remains heavily polarized, with many traders discussing aggressive put-positioning and key support levels around the three-hundred-dollar mark while others debate whether recent price action represents a buying opportunity or a deeper correction.

Quantinuum Inc. is a quantum computing platform that offers solutions like hardware platforms, developer tools, application libraries and solution-targeted intellectual property (“IP”). The company was founded on January 20, 2026 and is headquartered in Broomfield, CO.

Quantinuum Inc. - Ordinary Shares - Class A

Quantinuum Inc.

Quantinuum ($QNT) is trending following its recent high-profile IPO, which has drawn intense attention from retail traders debating its valuation, market positioning, and long-term potential compared to peers like $IONQ and $INFQ. Community discussion is polarized, with some investors betting on its Honeywell backing and technological roadmap, while others remain skeptical of its high revenue multiples, lack of near-term profitability, and intense market volatility.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPY is experiencing intense volatility driven by shifting sentiment around US Treasury yields and ongoing military actions in the Middle East, which have heightened investor anxiety. The community remains deeply divided, with bears pointing to macro risks and bond market pressure while bulls are actively looking for a reversal, pinning their hopes on major tech earnings and potential cooling in upcoming economic data.

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 by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market volatility driven by high short interest and anticipation surrounding its upcoming earnings and merger vote. Community discussion focuses on the company's expanding enterprise footprintincluding a key integration with Deliverectand the perceived disconnect between this ongoing business growth and the stock's recent price performance.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending as bond market participants react to intensifying Middle East tensions and rising oil prices, which have revived inflation fears and pushed long-term Treasury yields toward recent highs. The community is actively debating whether current bond selloffs represent a final capitulation before a flight-to-quality rally or a sign of deeper structural instability that will necessitate further rate hikes.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevron is capturing significant investor attention as escalating geopolitical tensions in the Strait of Hormuz drive crude prices higher and highlight the energy sector's role in powering AI infrastructure. The community is actively discussing the stock's long-term potential as a cash-flow leader, fueled by its recent high-profile deal to power Microsoft data centers and continued robust dividend growth.

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Dow, S&P 500, Nasdaq Futures Rise As Investors Shrug Off Fed Hold, Big Tech Earnings: IBRX, MSFT, SOFI, META In Focus

Equity

The Federal Reserve held benchmark interest rates steady for a fifth consecutive session. 

Dow Sees Worst Day In Over A Year, Nasdaq Enters Correction Territory As Fed Decision Piques Inflation Concerns — SPCX, CAT, ADBE, SOFI, HIMS Stock In Focus

U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.

Tom Lee Says AI 'Bottleneck' Stocks Like MU Could Stabilize After Fed Decision — 'A Lot Of Fear Is Baked Into The Prices Of These Stocks'

Lee argued that the Fed’s policy announcement itself could remove a layer of uncertainty that has weighed on markets in recent weeks.

QCOM Stock Faces Earnings Test – Qualcomm Closes $3.9B Modular Deal, Named BMW’s Lead Chip Supplier 

Wall Street expects Qualcomm to report $9.6 billion in revenue and earnings per share of $2.22 for the fiscal third quarter.


GlobalFoundries Gets $300M CHIPS Award Boost From Trump Administration — NVDA's Jensen Huang Calls Silicon Photonics 'Essential' To AI Future

The funding aims to advance U.S. research into technologies underpinning AI infrastructure, including next-generation optical materials, wafer technologies, and advanced packaging.


TER Stock Gains After Q2 Beat – CEO Says AI Demand Remains 'Robust,' Sees Growth Extending Into 2027 

Goldman Sachs reiterated its ‘Buy’ rating and $465 price target, saying the results and outlook support further upside for the stock.


The Chinese AI Model That Wiped Hundreds Of Billions Off Nvidia Just Made Its Creator Worth $35B

Chinese AI startup Moonshot AI reportedly raised $3.5 billion, well above its original target, valuing the company at $35 billion.


SKHY, MU, Samsung's Memory Technology Lead Over China’s CXMT Unlikely To Narrow Soon, Says Futurum Analyst

During an interview with CNBC, Futurum analyst Rolf Bulk cited the performance edge that SK Hynix, Micron, and Samsung have over CXMT chips.


US Stock Futures Slip As Iran Targets American Forces Ahead Of Big Tech Earnings: SKHY, SNDK, BE, SOFI In Focus

Conflict in the Middle East escalated again – the U.S. said that Iranian forces had attacked the American military on Tuesday evening. 

Dow Ends Higher For Third Straight Session As Oil Cools, Nasdaq Slides On Chipmaker Rout — PYPL, SPCX, AAPL, V, F Stocks In Focus

Nasdaq dropped for the fifth straight session on Tuesday, its longest losing streak since January this year. 

iShares Trust - iShares Semiconductor ETF

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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iShares Semiconductor ETF

The sector faces aggressive liquidations as investors reprice AI growth against rising interest rates and margin call fears.

Traders are closely watching South Korea's massive KOSPI correction as a leading indicator for global semiconductor weakness.

Growing anxiety surrounds the massive artificial intelligence spending by hyperscalers, triggering widespread debates on valuation sustainability.

Investors highlight the destructive power of decay and reverse splits in 3x leveraged instruments during sustained market volatility.

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