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RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing the upcoming earnings report and formal guidance as key catalysts for a long-term re-rating.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is seeing intense community debate following a major 20-year, $9.1 billion data center lease agreement with Anthropic, with many investors debating whether the deal justifies the stock's recent volatility or if the company remains trapped in a cycle of algorithmic manipulation. While bulls highlight the transformational shift toward AI infrastructure and potential upcoming site leases, bears and skeptical traders continue to criticize the company's profitability, reliance on share sales, and the lack of immediate bottom-line impact from these large-scale infrastructure projects.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing intense selling pressure following a revenue miss and guidance concerns that triggered a wave of analyst downgrades and price target cuts. While the stock has hit 52-week lows, the community remains deeply divided between those viewing the decline as an overreaction to temporary model-timing issues and those fearing structural growth plateaus.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox Enterprises is trending after reporting strong revenue growth and a significant increase in its backlog, fueled by high demand for data center infrastructure and a new turbine supply deal with Siemens Energy. While the stock has seen significant volatility, the community is focused on the company's progress in securing large-scale AI power contracts and the impact of the latest earnings report on its long-term growth potential.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending following the execution of a major binding 15-year lease with TensorWave, a deal valued at approximately $6.5 billion that validates the company's data center infrastructure strategy. The community is actively debating the significance of the contract, potential for further tenant announcements, and the implications of an analyst-cited guarantee from a global AI leader.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

Quantum Corp (QMCO) is currently experiencing intense volatility as traders debate its potential for a short squeeze against a backdrop of ongoing concerns regarding debt, management turnover, and pending regulatory filings. While some community members are highlighting technical breakout potential and speculative momentum, others warn of significant downside risk due to financial instability and the stock's long-standing reputation for being a volatile "meme" play.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is experiencing significant upward momentum driven by excitement surrounding its pivot into AI infrastructure and ongoing defense contract wins. Community sentiment is heavily focused on the company's recent strategic partnerships and the potential for their MicroLED-based optical interconnect technology to address critical data center bandwidth constraints.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is attracting significant community attention as investors debate its premium growth model and aggressive expansion in Asia against broader retail sector volatility. Despite recent leadership changes and tariff concerns, strong brand loyalty and robust direct-to-consumer sales continue to fuel bullish sentiment regarding its long-term competitive position.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripple is experiencing intense selling pressure and market volatility as the community reacts to the recent stalling of the Clarity Act, leading to widespread debate over whether the current price represents a capitulation floor or a long-term value trap. Discussions are sharply polarized between skeptical bears calling for further downside and loyal holders who are using the uncertainty to accumulate tokens, citing underlying infrastructure development and institutional interest.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing Inc. is seeing heightened market attention as the community debates the shift from speculative hype to real-world revenue execution and government-backed contract potential. Investors are actively scrutinizing the firm's financial results and large short interest, with many focused on whether upcoming milestones and enterprise adoption can drive a significant re-rating of the stock.

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Middleby (MIDD) Tops Q2 Earnings and Revenue Estimates

Middleby (MIDD) delivered earnings and revenue surprises of +3.07% and +4.63%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Chemours' Q2 Earnings & Revenues Lag Estimates on Lower Volumes 

CC's Q2 loss narrows, but lower volumes and sales weigh on results as it outlines a cautious Q3 outlook. 

Nutrien's Q2 Earnings Lag, Revenues Beat Estimates on Higher Prices 

NTR's Q2 sales topped estimates as potash gains and stronger benchmark prices helped offset lower volumes and higher sulfur costs. 

CBT Q3 Earnings Beat Estimates on Performance Chemicals Strength

Cabot's Q3 fiscal 2026 earnings beat estimates as Performance Chemicals gains offset Reinforcement Materials margin pressure.

Applied Industrial Technologies (AIT) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Beyond analysts' top-and-bottom-line estimates for Applied Industrial Technologies (AIT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

OLN Q2 Earnings In Line, Revenues Beat on Epoxy, Winchester Gains

Olin's Q2 revenues beat estimates as Epoxy and Winchester gains offset Chlor Alkali weakness, while adjusted EBITDA rises 8.6%.

DNOW Q2 Earnings Beat Estimates on Revenue Growth, Outlook Raised

DNOW's Q2 revenues surge 108% as earnings beat estimates, integration gains advanced and management raised its 2026 revenue and cash flow outlook.

HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth

Howmet Aerospace's Q2 earnings beat estimates as aerospace and gas turbine demand fuel 24% revenue growth and a higher 2026 outlook.

Kennametal Q4 Earnings & Sales Beat Estimates, Rise Y/Y

KMT's fiscal Q4 earnings and sales surge year over year, beating estimates as pricing, timing and broad end-market growth lift margins.

Emerson Q3 Earnings Beat on Software & Systems Strength, Outlook Raised

EMR's Q3 earnings beat estimates as Software & Systems surged, margins expanded and strong cash flow supported a higher fiscal 2026 outlook.

$AIT Q3 '26 Earnings Results & Recap

Applied Industrial Technologies adjusted its FY26 guidance, now expecting EPS of $10.64 to $10.75 on total sales growth of 7.2% to 7.7%, and an EBITDA margin of 12.3% to 12.4%.

Applied Industrial Technologies, Inc. engages in the manufacture and distribution of industrial parts and products. It operates through the Service Center Based Distribution and Engineered Solutions segments. The Service Center Based Distribution segment is involved in local service centers and distribution centers with a focus on providing products and services addressing the maintenance and repair of motion control infrastructure and production equipment. The Engineered Solutions segment focuses on distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, and engineered flow control products and services. The company was founded by Joseph Bruening in January 1923 and is headquartered in Cleveland, OH.

Applied Industrial Technologies Inc.

Bearish 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
Q4 '26	$2.92	--	--	N/A
Q3 '26	$2.65	$2.65	0.06%	BEAT
Q2 '26	$2.49	$2.54	1.81%	BEAT
Q1 '26	$2.48	$2.63	5.95%	BEAT
Q4 '25	$2.63	$2.84	8.12%	BEAT

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