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Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is facing intense volatility as investors debate the impact of aggressive share dilution versus the company's long-term potential in the defense and autonomous drone sector. Community sentiment remains polarized, with some bulls emphasizing positive catalysts like defense contracts and strategic acquisitions, while critics highlight heavy short interest and persistent downward price pressure.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is trending as investors weigh a major strategic pivot after the company reported historic losses tied to massive electric vehicle write-downs. While the community is debating whether the stock is a deep-value turnaround play or a failing business, sentiment is driven by concerns over declining North American market share and the recent suspension of dividends.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors debate the impact of its strategic partnership with Palantir and the company's evolution into an AI infrastructure platform. The stock is currently marked by high volatility and heavy short-interest, with community sentiment deeply polarized between long-term bulls highlighting its 19-quarter beat-and-raise streak and bears focusing on litigation risks and concerns over stock-based compensation.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

The IWM is currently caught in a tug-of-war between retail optimism over a rotation into small-cap stocks and institutional caution, as heavy put-side options flow and lingering concerns over interest rate sensitivity weigh on the index. Traders are intensely focused on key technical levels around the $300 resistance mark and recent earnings volatility, while debate rages in community forums over whether macro pressures will force a breakdown or if small-cap momentum can sustain its current trend.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra Brands is experiencing significant selling pressure and volatility following the announcement of a CEO transition, with investors weighing the impact of potential dividend adjustments and broader consumer staples headwinds. While the community is debating whether the stock is a long-term value opportunity at multi-year lows, active discussions are focused on the significance of recent insider buying as a potential floor for the share price.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bear 3X ETF

Direxion Daily S&P Biotech Bear 3X Shares

LABD is trending as biotech volatility triggers heavy volume and speculation among traders monitoring XBI's recent breakout. Community discourse remains sharply divided between those betting on an imminent sector pullback and those warning that bullish biotech momentum continues to penalize the bear-leveraged ETF.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as investors weigh its potential as a key supplier for high-voltage AI data center power infrastructure against ongoing volatility linked to patent litigation and concerns over recent share dilution. The community is sharply divided, with some betting on its long-term strategic role in the Nvidia ecosystem, while others remain skeptical, citing high valuations and the need for more concrete evidence of large-scale contract wins.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is currently experiencing high volatility amid a contentious short-seller report questioning its supply chain transparency and order backlog, which the company has formally refuted as false. Despite this, sentiment remains divided as bulls focus on massive long-term financing partnerships with Brookfield and growing demand for on-site power solutions from AI data centers, while bears continue to highlight valuation concerns.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending as market participants weigh conflicting signals between bond price volatility, shifting Federal Reserve interest rate expectations under new leadership, and lingering concerns over Middle East energy dynamics. The community is actively debating the potential for rate adjustments, the impact of global central bank policy shifts, and the long-term sustainability of the current economic cycle.

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 significant volatility as investors weigh aggressive AI infrastructure expansion against heavy short interest and concerns over management compensation plans. While the community remains polarized by the company's lack of immediate deal announcements compared to sector peers, many long-term holders are treating the recent price pullback as an accumulation opportunity, betting on the company's secured power capacity and future revenue realization from its data center buildout.

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Hedge Funds, Mutual Funds Pile Back Into Tech Stocks, Favoring Semis Over Software: Goldman Sachs

Equity

U.S. equity hedge funds have benefited from the market rebound in the second quarter.

Meta Reportedly Commences 8,000 Job Cuts Amid AI Spending Surge

Bloomberg reported that employees in Singapore received layoff notices early Wednesday.


Disney-Heavy ETFs to Watch After Impressive Q2 Earnings 

Disney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.

PSKY Stock Breaks Six-Day Losing Streak After Morgan Stanley’s Double Upgrade

Morgan Stanley upgrades PSKY to ‘Overweight’.

ETFs to Watch as Alphabet Rides Cloud Surge, Beats Estimates

Alphabet stuns with a 93% earnings beat as cloud and AI fuel growth, lifting shares and spotlighting ETFs with heavy exposure.

ETFs to Watch as META Shares Tumble Despite Q1 Earnings Beat

 Meta slides after earnings beat as higher 2026 capex and weak user metrics spook investors, putting META-heavy ETFs like VOX in focus.

Layoffs At Disney? 1,000 Jobs Reportedly Eliminated As New CEO Josh D’Amaro Pushes Major Restructuring Drive

According to a Bloomberg report, D’Amaro told employees in an internal memo that the company is reassessing its operations amid a fast-changing media environment.


META Shares Slip Most In 4 Months After Reported AI Model Delay — So Why Is Retail Still Bullish?

A report from The New York Times on Friday indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.

Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing

In a Substack note, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in its risk factors section and its property and equipment description.

ETFs to Watch as Alphabet Reports Q4 Earnings

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.

iShares Trust - iShares Global Comm Services ETF

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.

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