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Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure as investors weigh a major $10.2 billion share offering to fund AI expansion, a move heavily criticized by veteran investor Michael Burry over dilution concerns.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is facing intense backlash from retail investors after announcing a large at-the-market equity offering after-hours on a Friday, sparking widespread fears of share dilution. While some traders are aggressively shorting the stock on dilution concerns, others maintain a bullish outlook, viewing the capital raise as a necessary move to fund capacity expansion amid booming demand for AI infrastructure.

TOSHI

TOSHI is trending as the community speculates on a potential short squeeze, citing renewed social activity and optimistic hopes for upcoming exchange listings or catalysts. Holders are actively debating whether current price action signals a bottom, with many continuing to accumulate in anticipation of a significant breakout.

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

Marvell Technology is surging following the disclosure of an expanded partnership with Google, which includes a multibillion-dollar custom chip agreement and stock warrants tied to future revenue targets. Retail investors are buzzing about the stock's long-term potential as a data infrastructure leader, though sentiment remains split between bullish excitement over the deal and bearish caution regarding potential future dilution.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is facing significant downward pressure following its recent earnings report, where slower-than-expected sales growth sparked widespread concern among retail traders regarding consumer resilience. The community is actively debating whether this double-digit sell-off represents a compelling buying opportunity for a long-term staple or a sign of deeper economic weakness.

Ethena is a delta-hedged synthetic dollar with native crypto yield derived from staking and perpetual funding rate

Ethena USDe

Ethena USDe is trending due to strong market interest in its growing stablecoin ecosystem, with community discussions heavily focused on its recent performance, institutional backing, and its role as a proxy for broader crypto sector momentum.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant downward pressure as investors rotate out of AI infrastructure names following institutional selling, despite the company securing a new multi-year agreement with Hudson River Trading to power its research platform. The community remains deeply divided, with bulls pointing to the company's massive contract backlog and AI demand as justification for a recovery, while bears cite concerns over debt levels, insider selling, and potential dilution.

iShares Ethereum Trust (The) - iShares Ethereum Trust ETF

iShares Ethereum Trust ETF

Investors are closely watching iShares Ethereum Trust (ETHA) as the Ethereum ecosystem faces volatility and ongoing debates over infrastructure development. Retail sentiment remains bullish, with many market participants focusing on potential institutional inflows and long-term price appreciation potential despite mixed commentary from industry figures.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is facing significant downward pressure as market participants debate whether the recent price decline represents a manipulation-driven "shakeout" or a fundamental shift in sentiment. Community members are actively discussing the stock's technical support levels and massive insider buying, with many expecting a rebound driven by high demand for CPU capacity and upcoming AI-sector catalysts.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is trending as investors anticipate the upcoming 80th clinical event from the REGAL Phase 3 trial, fueling high-stakes buyout speculation and heavy short-covering momentum. The community is actively debating the trial's impact, the potential for a curative AML treatment, and the strategic interest from major pharmaceutical players.

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Inter Pag Selects ACI Worldwide to Advance Intelligent Payments Orchestration in Brazil

ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, and Inter Pag, the merchant acquiring business of Banco Inter, today announced a strategic partnership to help power the next phase of Inter Pag's growth in Brazil. Combining cloud-enabled acquiring capabilities with...

Here's Why ACI Worldwide (ACIW) is a Great Momentum Stock to Buy

Does ACI Worldwide (ACIW) have what it takes to be a top stock pick for momentum investors? Let's find out.

ACI Worldwide (ACIW) Q2 Earnings and Revenues Beat Estimates

ACI Worldwide (ACIW) delivered earnings and revenue surprises of +5.88% and +0.17%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ACI Worldwide Reports Strong Second Quarter 2026 Results and Raises Full-Year Guidance

ACI Worldwide (NASDAQ: ACIW), a leading provider of global payments technology, today announced financial results for the second quarter ended June 30, 2026 and increased financial guidance for full-year 2026. This press release features multimedia. View the full release here...

IPGP Q2 Earnings Beat Estimates on Industrial Solutions Growth

IPG Photonics beats Q2 earnings estimates as Industrial Solutions growth, led by battery manufacturing, lifts revenues and margins.


Astera Labs Q2 Earnings Beat on PCIe 6 and Scorpio Strength

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.


AEIS Q2 Earnings Beat on Semiconductor and Data Center Strength

Advanced Energy's Q2 earnings beat as record semiconductor sales, AI-driven data center demand and factory execution lift revenues and margins.

APPS Tops Q1 Earnings & Revenue Estimates, Raises Fiscal 2027 Guidance

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

Paylocity Q4 Earnings Beat Estimates, Revenues Increase Y/Y

PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.

ACI Worldwide to Participate in Upcoming Investor Conferences

ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, today announced that company management will participate in the following investor conferences: KeyBanc Technology Leadership Forum, Park City, UT on August 11 (President and CEO Thomas Warsop, CFO Bobby Leibrock...

ACI Worldwide, Inc. engages in the development, marketing, installation, and support of software products and solutions primarily focused on facilitating real-time electronic payments. It operates through the following segments: Payment Software and Biller. The Payment Software segment drives payments orchestration for banks and merchants. The Biller segment provides electronic bill presentment and payment services to companies operating in the consumer finance, insurance, healthcare, higher education, utility, government, mortgage, subscription provider, and telecommunications categories. The company was founded in 1975 and is headquartered in Elkhorn, NE.

ACI Worldwide 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.35	--	--	N/A
Q2 '26	$0.29	$0.31	5.08%	BEAT
Q1 '26	$0.29	$0.37	28.47%	BEAT
Q4 '25	$0.79	$0.62	-21.85%	MISSED
Q3 '25	$0.80	$0.88	9.77%	BEAT

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