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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares surged following second-quarter results that significantly surpassed analyst expectations, driven by record-breaking AI server demand and a massive increase in its full-year revenue outlook. While community members debated the stock's valuation and long-term sustainability due to its supply-chain-heavy business model, the overall sentiment remains overwhelmingly bullish regarding the company's role in the AI infrastructure buildout.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The DIA is trending lower alongside broader markets as geopolitical tensions in the Middle East and rising oil prices fuel investor anxiety over inflation and potential interest rate hikes. Traders are closely monitoring Treasury yields and upcoming economic data for clarity on the Federal Reserve's policy direction.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

Edison International shares are experiencing high volatility as traders react to reports that lawmakers failed to pass a wildfire liability reform bill, leaving the utility exposed to potential legal risks. While some investors view the resulting price drop as an overreaction and a buying opportunity, others remain cautious due to ongoing litigation and regulatory uncertainty surrounding recent wildfires.

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

The S&P 500 is trending lower as market participants react to escalating geopolitical tensions in the Middle East, rising crude oil prices, and climbing U.S. Treasury yields. Traders are expressing widespread concern over potential Federal Reserve interest rate hikes and the broader economic impact of these mounting macro headwinds.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E shares experienced significant volatility following reports that California lawmakers blocked a legislative effort to provide wildfire liability protection for utilities. While some traders view the resulting selloff as an overreaction and speculate on a potential recovery or short squeeze, others have downgraded the stock due to lingering financial and wildfire liability risks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The QQQ is trending lower as investors react to rising oil prices and surging U.S. Treasury yields, fueled by concerns over escalating military tensions in the Middle East and uncertainty regarding Federal Reserve rate policy. Community sentiment remains cautious as traders debate whether the market will face a correction or see a recovery driven by AI-related earnings strength.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

Traders are closely monitoring the Federal Reserve's monetary policy and the potential for rate hikes, with discussion frequently shifting between inflation data and geopolitical tensions in the Middle East. While some investors advocate for broad index funds like VOO as a long-term hedge, others express skepticism about current market valuations and the sustainability of the AI-driven rally.

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 experiencing intense investor scrutiny ahead of its earnings report, with sentiment divided between those anticipating a major AI-driven breakout and traders concerned about the stock's recent underperformance relative to other semiconductor peers. Conversations remain highly volatile, with frequent debates focusing on the sustainability of AI demand and the impact of the company's management and guidance on share price.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending due to the company's decision to raise $10.2 billion through a share placement in Hong Kong to fund AI infrastructure expansion, triggering concerns about shareholder dilution and margin pressure. While many traders remain bearish, noting the stock's recent price weakness and comparisons to US-listed peers, others are highlighting significant insider buying from senior leadership as a signal of long-term confidence.

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 Digital is receiving significant attention as traders monitor the upcoming ERCOT Batch Zero conditional classification announcements, which are expected to provide critical regulatory visibility into the company's Texas power pipeline. While sentiment remains polarized due to recent price volatility and broader macro headwinds, many investors view the current price as a buying opportunity based on the potential for favorable power allocations and future hyperscaler contracts.

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No specific company, sector, or macro catalyst clearly explains the move, which appears tied to broader trading activity.

What's Going On With POET Technologies Stock?

POET Technologies shares are rising Thursday after reporting upbeat second-quarter results and disclosing new optical chip orders.read more...

POET Stock Gains After Sixth Straight Quarter Of Revenue Growth – CEO Says 2026 Production Ramp ‘On Schedule’

Equity

Management expects to begin shipping substantial production volumes for customer qualification during the remaining quarters of 2026, with further updates expected in September.


Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.


Why Is AAOI Stock Surging 10% Premarket?

Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.


Tuesday Sector Leaders: Semiconductors, Computer Peripherals

In trading on Tuesday, semiconductors shares were relative leaders, up on the day by about 6.2%. Leading the group were shares of Applied Optoelectronics, up about 21.4% and shares of POET Technologies up about 15.6% on the day.

Also showing relative strength are computer peri...

COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts

According to a Reuters report, the move could benefit Coherent and Lumentum by shifting demand toward U.S.-made optical transceivers.


COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally

Investor interest in all four has surged as hyperscalers ramp AI infrastructure spending.


POET Stock Has Seen Its Biggest Jump In A Month: How Much More Upside Does Wall Street See?

According to Koyfin data, the 12-month average price target for POET Technologies is $17.50, implying nearly 99% upside from its last close.

POET Technologies Shares Climb as Chart Defends 200-Day Moving Average

POET Technologies shares are trading higher Thursday afternoon as risk-on appetite lifts high-beta tech names and traders lean into a momentum rebound attempt.read more...

CLASS ACTION DEADLINE TONIGHT: Faruqi & Faruqi, LLP Reminds POET Technologies (POET) Investors of Securities Class Action Deadline on June 29, 2026

Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against POET Technologies, Inc. (POET Technologies or the Company) (NASDAQ: POET) and reminds investors of the June 29, 2026 deadline to seek the role of lead plaintiff in a federal securities class...

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POET_Technologies

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies 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.

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