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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 rallying as community members react to a double-digit revenue beat and a massive $104 billion backlog, signaling continued momentum in the AI infrastructure sector. While some investors debate the sustainability of the company's high capital expenditures and debt levels, the bullish sentiment is driven by surging demand and raised guidance, leading to active discussions regarding potential short squeezes.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is attracting intense community interest as investors position themselves ahead of the upcoming earnings release and anticipate a short squeeze, driven by recent high-profile defense contract wins in the drone sector. Shareholders are actively discussing the company's expanding strategic partnerships and the potential for significant upside movement if the upcoming guidance exceeds expectations.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony (UAMY) is trending as investors react to a significant downward revision in full-year revenue guidance caused by lower market prices for antimony and delivery timing shifts. The community remains deeply divided, with some investors aggressively accumulating shares at lower prices due to the company's status as a critical domestic supplier for national security, while others express frustration over management's execution and lack of clear communication.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors weigh an upcoming earnings report against significant institutional interest and persistent short-seller skepticism. Community discussion is heavily focused on the stock's potential for a short squeeze amid heavy volatility and bullish sentiment regarding the broader AI infrastructure buildout.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently the focus of intense investor debate as the market reacts to a significant quarterly loss, despite the company securing a major long-term infrastructure deal with Anthropic. While some investors remain bullish on the stock's long-term potential as a data center and energy play, others are expressing frustration over consistent price volatility and selling pressure, leading to a heated community split regarding management's execution.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending following a double earnings beat and optimistic forward guidance that highlights insatiable demand for optical data center components, with the community actively debating whether the stock's recent price action reflects a potential for further breakout or a period of consolidation. Investors are closely monitoring its role as a key infrastructure provider in the AI buildout, while discussions remain polarized between those confident in its long-term growth and others concerned about valuation and sector-wide volatility.

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

Super Micro Computer is trending after reporting strong quarterly results that significantly beat analyst estimates and providing aggressive revenue guidance for the coming year, signaling continued acceleration in the AI infrastructure cycle. The community is actively debating the company's depressed valuation relative to its massive backlog, with many investors anticipating a potential short squeeze as they dismiss past concerns and focus on the firm's improved profitability.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group shares are trending following a strong quarterly earnings report that featured a double beat on top and bottom-line estimates and raised full-year guidance. While the stock initially faced volatility as traders debated its high valuation, the community remains intensely focused on the chain's category-leading traffic growth and rapid store expansion plans.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors weigh strong demand from the aerospace and defense sectors against capacity constraints, while the community actively debates whether the stock is primed for a massive growth phase or a short squeeze. Positive sentiment is fueled by robust earnings and expanded manufacturing infrastructure, contrasting with ongoing discussions about short interest and the potential impact of volatility in the broader space sector.

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

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Is Allegro MicroSystems (ALGM) Outperforming Other Computer and Technology Stocks This Year?

Here is how Allegro MicroSystems, Inc. (ALGM) and Fortinet (FTNT) have performed compared to their sector so far this year.

ALGM Q1 Earnings Call Highlights AI Data Center Growth

Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.

ALGM Q1 Earnings Beat Estimates on Data Center Strength

Allegro beats Q1'27 estimates as record Data Center sales, stronger bookings and margin gains drive 27.5% revenue growth and a robust Q2 outlook.

Allegro MicroSystems, Inc. (ALGM) Beats Q1 Earnings and Revenue Estimates

Allegro MicroSystems (ALGM) delivered earnings and revenue surprises of +9.52% and +2.47%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

FormFactor (FORM) Q2 Earnings and Revenues Surpass Estimates

FormFactor (FORM) delivered earnings and revenue surprises of +34.43% and +7.55%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ALGM to Report Q1 Earnings: What's in the Cards for the Stock?

Allegro MicroSystems' Q1 results are likely to reflect rising demand in automotive and industrial markets, but can product gains outweigh macro and pricing pressures?

Vishay's Rising EV Exposure: Will it Aid Automotive Revenue Growth?

VSH is expanding its EV footprint with growing design wins, rising OEM demand and new production capacity that can fuel automotive growth through 2028.

Clean Harbors Appoints Robert Willett Chairman of the Board

Clean Harbors, Inc. (Clean Harbors or the Company) (NYSE: CLH) today announced that it has named Robert Willett as Chairman of the Board, effective immediately, completing the Board transition first announced in May when Founder and Executive Chairman Alan S. McKim communicated his intention to...

Is ALGM Stock a Buy After a Big Run and Richer Valuation?

Allegro's revenue rebound, earnings leverage and margin recovery bolster the bull case, but a richer valuation leaves less room for execution missteps.

Allegro MicroSystems Stock Story Hinges on EVs, AI and Margins

ALGM's growth story now spans EVs, AI data centers and robotics, but margins, auto exposure and execution remain key to the stock.

Allegro MicroSystems, Inc. engages in the development and manufacture of sensor integrated circuits (“ICs”) and application-specific analog power ICs. Its sensor ICs enable customers to precisely measure motion, speed, position and current, while its power ICs include high-temperature and high-voltage capable motor driver, power management and light emitting diode driver ICs. The company was founded on March 30, 2013 and is headquartered in Manchester, NH.

Allegro Microsystems Inc.

Allegro Microsystems Stock Slides Premarket After Board Snub Prompts On Semi To Withdraw Buyout Offer : Retail Optimism Tempers

Equity

Neutral 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
Q2 '26	$0.24	--	--	N/A
Q1 '26	$0.21	$0.23	9.55%	BEAT
Q4 '25	$0.16	$0.17	4.15%	BEAT
Q3 '25	$0.14	$0.15	4.65%	BEAT
Q2 '25	$0.12	$0.13	5.33%	BEAT

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