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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's blowout Q2 earnings and upbeat 70% FY2028 growth forecast have ignited a bullish retail frenzy, with traders celebrating the beat, brushing off bearish takes like Michael Burry's short position, and fueling an after-hours rally. Reports of a potential Hugging Face acquisition add further momentum, lifting the broader AI and memory complex.

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

WEN is trending as retail traders react to reports that Trian has dropped its take-private bid, fueling intense debate over whether the drop is a bearish signal or a manipulation tactic to spark a short squeeze. Sentiment on Stocktwits remains 'extremely bullish' despite the news, with many seeing it as a buying opportunity. The broader context is a high short interest and large institutional holders, creating a volatile battle between bulls and bears.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as traders dissect the fallout from Citadel's $4B+ liquidation of its Situational Awareness portfolio, seen as a major overhang finally clearing for AI/datacenter names. The conversation is split between those citing “massive selling pressure” from the unwind and bullish investors pointing to Nvidia's strong earnings and the $36B contract backlog as signs the selling is exhausted and a move higher is imminent.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

CRM is trending after a strong Q2 earnings beat, raised guidance, and an expanded Anthropic partnership (Claudeforce) that sparked a double-digit after-hours surge. Retail sentiment turned bullish as traders see this as a decisive rebuttal to the 'SaaSpocalypse' AI-disruption narrative, reinforcing confidence in enterprise software's AI-driven growth.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is drawing intense debate as Michael Burry's continued buying and a historically low valuation clash with mounting concerns over weak U.S. consumer spending and tariff exposure, amplified by Dick's Sporting Goods' grim guidance and competitive pressure from brands like Alo. Bears see further downside amid sector-wide retail weakness, while bulls argue the stock is oversold and set for a sharp reversal.

Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

KURA is trending as the CEO's recent open-market purchase of 100,000 sharesworth roughly $1.11.2 millionsignals strong insider confidence, fueling retail speculation about a potential squeeze and acquisition interest. Community chatter highlights the buying as a key catalyst, reinforcing bullish sentiment around KOMZIFTI's launch and expectations of continued momentum.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is trending due to extreme volatility tied to AI photonics demand and Indium Phosphide supply narratives, with traders closely watching upcoming Nvidia earnings as a potential catalyst. The stock is drawing intense debate between bulls pointing to Wall Street's big upside estimates and bears warning of a retail-driven bubble near historical highs.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

MRVL is surging into its upcoming earnings report, with traders fueling the move on the back of a massive Google custom-silicon deal and bullish analyst price-target hikes. The community is highly expectant of an AI-driven blowout, especially after Nvidia's strong results, leading to a mix of aggressive call buying and warnings about a potential post-earnings pullback.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

NKE is tumbling to 12-year lows as a Truist downgrade and weak footwear demand signals from DKS's earnings report fuel fresh selling pressure across the athletic retail sector. The StockTwits community is fiercely split, with bears predicting further downside toward the $20s while dip-buyers highlight the 4%+ dividend yield and long-term brand value as a generational entry point.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending as insiders unloaded shares (tax-related) while the Iridium deal heads to a shareholder vote, and CEO Peter Beck teases classified defense programs. Retail sentiment has flipped bearish after weeks of red days, but many holders view the selloff as a long-term opportunity ahead of Neutron milestones.

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American Assets Trust Executive Chairman Rady Buys $1. Million Shares. Is This a Sign for Investors to Buy?

Key PointsThe purchase of 50,000 shares was executed at $22.75 per share, representing an investment of ~$1.1 million...

Are Finance Stocks Lagging  Brookfield Infrastructure Partners (BIP) This Year?

Here is how Brookfield Infrastructure Partners (BIP) and American Assets Trust (AAT) have performed compared to their sector so far this year.

Down 10.2% in 4 Weeks, Here's Why You Should You Buy the Dip in American Assets Trust (AAT)

American Assets Trust (AAT) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Should Value Investors Buy American Assets Trust (AAT) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

American Assets Trust (AAT) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?

American Assets Trust (AAT) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

American Assets Trust (AAT) Q2 FFO Meet Estimates

American Assets Trust (AAT) delivered FFO and revenue surprises of 0.00% and +0.78%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Are Finance Stocks Lagging  American Assets Trust (AAT) This Year?

Here is how American Assets Trust (AAT) and Brookfield Infrastructure Partners (BIP) have performed compared to their sector so far this year.

Zacks Industry Outlook Highlights Phillips Edison, Tanger and American Assets Trust

Retail REITs are benefiting from strong leasing demand and limited new supply, with Phillips Edison, Tanger and American Assets Trust positioned to capitalize.

3 Retail REITs Poised to Benefit From Leasing Strength and Low Supply

Phillips Edison, Tanger and American Assets Trust stand to gain as essential retail demand, tight supply and strong leasing support growth.

American Assets Trust's Executive Chairman Bought 10,000 Company Shares. Here's What That Means for Investors.

Key PointsErnest Rady acquired 10,000 shares at around $22.67 per share, totaling ~$227,000 in transaction value on May 22, 2026...

$AAT Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.09
• Reported revenue of $109.48M up 1.44% YoY
• American Assets Trust, Inc. affirms its guidance range for full year 2026 FFO per diluted share of $1.96 to $2.10 per share, with a midpoint of $2.03 for the company.

American Assets Trust, Inc. is a real estate investment trust. It owns, operates, acquires, and develops retail shopping centers, office properties, mixed-use properties, and multifamily properties. It operates through the following segments: Office, Retail, Multifamily, and Mixed-Use. The Office segment includes rental of office space. The Retail segment focuses on rental of retail space. The Multifamily segment refers to rental of apartments. The Mixed-Use segment offers rental of retail space and other tenant services. The company was founded on July 16, 2010 and is headquartered in San Diego, CA.

American Assets Trust Inc

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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