AI chips own the board again: 301 comments on AMD lead the day, with Nvidia heating up fast right behind it. Index traders are bullish on individual chipmakers while souring fast on the Nasdaq tracker.
Source: RedditGOOGLsouring fast
Retail traders are split on the broad market even as it draws 278 comments, the most of any name today, while Tesla, McDonald's, MicroStrategy and SPCX all pull bullish chatter. Sentiment on Google is souring fast.
Source: RedditNike drew the most comments of anyone today and the mood there is bearish after its job cuts and weak sales outlook, while Alphabet's 566 comments show traders split on its EU fine. Retail is leaning bullish on the broad market and turning cold on Microsoft.
Source: RedditPut half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.
No single obsession today: retail traders are arguing over Morgan Stanley, AMD and SPY, piling on McDonald's with 285 comments of complaints, and warming to Chevron. The quieter tell is the rotation, with QQQ chatter heating up fast while Broadcom talk sours.
Source: RedditRivian is drawing more heat than anything else on the board with 716 comments, and the mood there is bearish. Meta is the one traders are warming to fast, while the broad market ETF is going the other way.
Source: RedditMeta drew 408 comments today and the crowd still cannot agree on it, with Nvidia just as divided while the S&P 500 ETF stays the one clear bullish call. AMD is heating up in the chatter and Rocket Lab is souring fast.
Source: RedditAs of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — may not reflect current positions.
Two Sigma's Q2 book, disclosed as of June 30, shows the quant's bullish call exposure on the S&P 500 ETF more than four times larger than a quarter earlier. Western Digital sits atop the long side at roughly 1.1% of the portfolio, ahead of Nvidia and Apple.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — may not reflect current positions.
Howard Marks' Oaktree ended June with the S&P 500 ETF as its largest disclosed position at 14% of the portfolio, ahead of QQQ. The same filing shows new stakes in Uber, Alibaba and Cloudflare alongside full exits from Coinbase, Block and Strategy, a clean rotation out of crypto-levered names.
Record demand signals haven’t rescued Norwegian Cruise Line Holdings (NYSE:NCLH | NCLH Price Prediction) stock, it seems. The stock trades at $15.21, down 32% this year. Meanwhile, Carnival (NYSE:CCL) stock is at…
A restatement at AeroVironment (NASDAQ:AVAV | AVAV Price Prediction) is the easiest explanation for a hard year. However, two drone and defense peers that never restated anything have fallen right alongside the…
Uranium and advanced-reactor stocks are selling off as a single trade, and Energy Fuels (NYSEAMERICAN:UUUU) stock is taking the biggest blow among the group’s most closely watched names. Energy Fuels stock is…
Space stocks are declining as a group, and Intuitive Machines (NASDAQ:LUNR) is falling the most even as the company scales up a satellite manufacturing business built for repeat orders. Intuitive Machines stock…
A burst of new business at Ondas Inc. (NASDAQ:ONDS) is running straight into a sector-wide selloff. Ondas stated it secured more than $165 million in aggregate new orders since its last update,…
A standing weekly buyer of Ethereum (CRYPTO:ETH) is about to step away from the market, and crypto treasury stocks are absorbing the shock. Bitmine Immersion Technologies (NYSE:BMNR | BMNR Price Prediction) stock…
Rising borrowing costs hit data center companies hardest. Those still raising money to build capacity for artificial intelligence (AI) customers include three stocks falling much harder than their sector fund. Shares of…
The Warner Bros. Discovery deal that traders spent months positioning around is finally done, and Skydance (NYSE:SKYD) stock is now absorbing the arrival of the event itself. Skydance shares are sinking 8%…
Rising long-term borrowing costs are landing hardest on the companies that sell big machines on credit, and Caterpillar (NYSE:CAT | CAT Price Prediction) is absorbing the heaviest blow in the group. Caterpillar…
Fed rate-hike odds swung violently in a single week, but the jobs data behind that swing raises as many questions as it answers, and long-bond investors may be celebrating too soon.
Shareholders of Gorilla Technology Group (NASDAQ:GRRR) are giving more weight to the $125 million in convertible notes the company issued after its most recent reported period than to a standing analyst Buy…
Rare earth miners and processors are all falling together, and that shared drop points to pressure across the whole sector. USA Rare Earth (NASDAQ:USAR) stock is declining 5% and recently traded at…
Space stocks are moving lower as a group, and Redwire (NYSE:RDW) shares are posting one of the sharper declines even though the company hasn’t released any news that would account for the…
Intel has already left the S&P 500 in the dust, and Jim Cramer is doubling down on its CPU business just as analysts debate whether the market has gotten ahead of the…
A first international power deal is failing to steady Applied Digital (NASDAQ:APLD) stock ahead of the company’s quarterly report, as AI data center developers sell off as a group. Applied Digital stock…
