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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 Energys sharp post-earnings selloff despite strong results and raised guidance has traders focused on negative cash flow, heavy spending to expand capacity, and a demanding valuation. Bulls call the drop an overreaction to investment in strong demand for data-center power, while bears see cash-generation and broader AI-spending risks.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is drawing attention around new long-term LNG supply agreements, including deals with ConocoPhillips and China Gas, against a backdrop of disrupted global supply. Traders view the contracts as demand validation, while skeptics argue that long-dated commitments limit exposure to higher spot prices and do little to resolve concerns about debt and arbitration liabilities.

MGM Resorts International is a holding company, which engages in the ownership and operations of casino resorts. The firm's casino resorts offer gaming, hotel, convention, dining, entertainment, retail, and other resort amenities. It operates through the following business segments: Las Vegas Strip Resorts, Regional Operations, MGM China, and MGM Digital. The Las Vegas Strip Resorts segment operates the following casino resorts: Bellagio, MGM Grand Las Vegas, Mandalay Bay, The Mirage, Luxor, New York-New, Excalibur, Park MGM, and Circus Las Vegas. The Regional Operations segment consists of the following casino resorts: MGM Grand Detroit in Detroit, Michigan, Beau Rivage in Biloxi, Mississippi, Gold Strike Tunica in Tunica, Mississippi, Borgata in Atlantic City, New Jersey, MGM National Harbor in Prince George’s County, Maryland, and MGM Springfield in Springfield, Massachusetts. The MGM China segment includes MGM Macau and MGM Cotai. The MGM Digital segment focuses on the online gaming portfolio, which consists primarily of Leo Vegas, which is headquartered in Sweden and Malta. The company was founded by Kerkor Kerkorian on January 29, 1986 and is headquartered in Las Vegas, NV.

MGM Resorts International

The withdrawal of People Inc.s proposal to take MGM private removed the takeover premium and is a major focus of the ongoing slide to new lows. Traders are split between expecting a renewed deal or viewing MGM as undervalued and worrying about weak gaming-sector fundamentals and managements response.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

MaxLinears plans to target Credos dominant active electrical cable market are driving concern about future competition and weighing on shares. Traders debate whether the rival can meet its market-share ambitions; some see Credos incumbent position and fast-growing AEC demand as a cushion, while others view the selloff as a warning about its moat.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs reported push to build a wireless networkincluding plans to access cell sites and acquire spectrumhas fueled concerns about future competition, pressuring AT&T despite upbeat earnings and guidance. Traders are divided between viewing the threat as a long-term risk and calling the selloff an overreaction, with some buying the dip while others remain worried about disruption.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on escalating Middle East tensions and fears of renewed Iran conflict and oil-supply disruptions. Traders are split between riding the momentum and viewing the surge as overextended, with bearish voices warning that de-escalation or peace headlines could trigger a sharp reversal.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

BDR Pharmaceuticals lawsuit challenging the FDAs handling of generic access to VOQUEZNA and its exclusivity through 2032 is weighing on PHAT shares. Traders debate whether the case poses a meaningful long-term risk to the drugs sales or is legal overhang rather than evidence of a product or demand problem.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

A positive preliminary business update, with higher revenue and margin expectations tied to AI-server demand, is the main catalyst; shares gave back much of the initial gain. Traders are split between optimism about AI growth and the upcoming full report and concerns about cash flow, management credibility, and weak price action.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys shares are drawing attention amid a steep decline and fresh lows, with traders pointing to weak restaurant traffic, falling earnings, a dividend cut, and franchisee bankruptcy concerns. Bulls argue the company can turn around through new leadership and international growth, while takeover and short-squeeze hopes remain speculation rather than confirmed developments.

Palo Alto Networks, is a cybersecurity company that provides cybersecurity platforms and services to enterprises, organizations, service providers, and government entities. Its offerings include network and AI security, cloud security, security operations, and identity security solutions. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Cybersecurity shares are rallying amid headlines about AI-discovered vulnerabilities and escalating PHP2Shell concerns, with traders pointing to potential enterprise demand for security products. Bulls see the threat backdrop as a durable tailwind, while skeptics argue the rally may be running ahead of fundamentals and elevated valuations.

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$QQQ  $SPY  nothing wrong with this chart.  

Trumps tariff letters with absurd tariff rates for 8/1 are clearly negotiating ploy.  Came at a good time, market is as extended and needs a little breather.  

Been a while since I didn’t buy an intraday dip like this.  But thinking we see $610-613 on SPY this week.

Brian P.

Richard David Evilwitz

Solo

The RKO Out Of Nowhere

Matija Kraševec

StockTwits for iOS

  nothing wrong with this chart.  

Trumps tariff letters with absurd tariff rates for 8/1 are clearly negotiating ploy.  Came at a good time, market is as extended and needs a little breather.  

Been a while since I didn’t buy an intraday dip like this.  But thinking we see $610-613 on SPY this week.

DJ Marr

StockTwits For Android 

Cletus VanDamm

@DJRick agreed. I&#39;m waiting onthat range as well. I like to see 2%+ dips to entice any nibbling.

 agreed. I'm waiting onthat range as well. I like to see 2%+ dips to entice any nibbling.