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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging following a blowout earnings report that shattered analyst expectations for both revenue and profitability, driven by massive growth in U.S. commercial adoption and strengthened guidance. While the community is actively celebrating the stock's resilience, discussions remain polarized between investors highlighting Palantir's leadership in sovereign AI and skeptics continuing to debate the company's valuation and long-term sustainability.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is seeing intense volatility and negative sentiment following a major debt exchange that will result in shareholder dilution. Community members are divided, with many debating the strategic necessity of the move for potential future acquisitions versus frustration over continued share issuance.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as investor focus intensifies ahead of upcoming quarterly earnings, with the community actively debating whether the company's advertising recovery and AI-powered subscription growth signal a long-awaited turnaround. While some bulls are encouraged by improving profitability and speculation regarding potential buyouts or strategic partnerships, skeptics remain cautious due to historical user growth challenges and the uncertain market reception of the company's augmented reality hardware.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as investors react to a significant revenue beat and raised guidance for BRIUMVI, fueling discussions about the company's growth trajectory and potential for future M&A activity. The community is actively debating the impact of increased R&D and manufacturing investments on short-term earnings versus the long-term value of the expanding pipeline.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently trending as investors position themselves ahead of the company's highly anticipated earnings report, with community sentiment split between expectations of a significant 'beat and raise' cycle and concerns over potential profit-taking or valuation concerns following recent volatility. The discussion is heavily focused on AMD's role in the broader AI infrastructure buildout and speculation on how upcoming guidance will impact its competitive standing against other semiconductor leaders.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

AstraZeneca is trending as it officially moves its stock listing to the New York Stock Exchange, a strategic transition supported by significant investment plans in the U.S. market. Additionally, the company is drawing attention due to reports of a potential multibillion-dollar acquisition of the French biotech firm Abivax, signaling an aggressive push to expand its pipeline and strengthen its global oncology and inflammation portfolio.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies is trending following a record-breaking second quarter characterized by a major earnings beat, significant revenue growth, and raised guidance driven by strong demand for space infrastructure and new AI contracts. The community is actively discussing the company's backlog surge and the potential for a multi-year growth trajectory as it scales its operations in the space-tech sector.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as investors grapple with extreme volatility driven by conflicting signals between geopolitical escalation in the Middle East and ongoing attempts by the administration to jawbone prices lower via diplomatic announcements. The community remains deeply divided and highly skeptical, with many traders expressing frustration over the reliability of headlines, accusing insiders of market manipulation while pointing to critically low Strategic Petroleum Reserve levels as an underlying factor that may keep prices elevated despite temporary dips.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is under significant scrutiny as investors grapple with a bearish multi-month downtrend and growing concerns regarding consumer spending habits and menu affordability. While some investors identify the stock's multi-year low valuation as a potential long-term accumulation opportunity, community sentiment remains sharply divided between those betting on a turnaround and others who are aggressively shorting the stock, citing perceived weaknesses in the brand's competitive position and recent food quality narratives.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is attracting intense investor attention as its critical role in supplying power generation and heavy infrastructure for AI data centers drives strong financial results and a massive order backlog. The stock remains a focal point for the community as investors weigh the company's surging growth against broader macroeconomic concerns, including inflationary pressures and potential regulatory headwinds impacting the data center sector.

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Cencora, Inc. is a pharmaceutical sourcing and distribution services company. It operates through the United States (U.S.) Healthcare Solutions and International Healthcare Solutions segments. The U.S. Healthcare Solutions segment is involved in the offering of brand-name, specialty brand-name and generic pharmaceuticals, over-the-counter healthcare products, home healthcare supplies and equipment, and related services to a wide variety of healthcare providers. The International Healthcare Solutions segment includes businesses that focus on international pharmaceutical wholesale and related service operations, and global commercialization services. The company was founded by Emil P. Martini in 1947 and is headquartered in Conshohocken, PA.

Cencora Inc.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$4.35	--	--	N/A
Q2 '26	$4.82	$4.75	-1.42%	MISSED
Q1 '26	$4.05	$4.08	0.77%	BEAT
Q4 '25	$3.79	$3.84	1.41%	BEAT
Q3 '25	$3.85	$4.00	3.96%	BEAT

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Upcoming Earnings: Q3 '26

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