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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 the company reported a revenue and earnings beat alongside a massive backlog, fueling community optimism about the strength of AI infrastructure demand. While bulls are celebrating a potential short squeeze and strong execution, bears remain vocal, pointing to the company's significant cash burn, heavy debt load, and the risks associated with high capital expenditure.

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 is trending due to significant anticipation surrounding the upcoming earnings report and a strategic multi-million dollar contract with the Israeli Ministry of Defense. The community is actively discussing a potential short squeeze, citing high short interest and aggressive algo-trading activity as key factors driving the intense volatility.

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 aggressive short position against strong institutional backing and anticipation for its upcoming earnings release. The community is heavily focused on whether the company's AI infrastructure buildout and new contract prospects will trigger a short squeeze or if current valuation concerns will lead to a pullback.

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 shares are trending following a massive earnings beat and aggressive FY27 revenue guidance that significantly topped analyst expectations, fueling intense community debate regarding a potential short squeeze. Investors are aggressively discussing the company's strong order backlog and profitability metrics, while skeptics continue to voice concerns over corporate transparency and lingering market sentiment regarding past investigations.

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 brace for a critical quarterly financial update and closely monitor the ongoing, event-driven REGAL Phase 3 trial for GPS. The community is actively debating the company's self-imposed quiet period, with many bullish investors interpreting the lack of clinical trial updates as a sign that the 80th survival event has not yet occurred, while anticipating that the company's strong cash position and clinical progress will act as major catalysts.

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 Corp. is facing significant volatility following a major downward revision to its annual revenue guidance, which has fueled intense community frustration regarding management's project execution and forecasting accuracy. Despite the financial headwinds, investors are actively debating the company's long-term potential as a critical domestic supplier, specifically focusing on the tightening of U.S. supply chain requirements for defense minerals and the company's role in the domestic antimony production landscape.

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 due to a stellar quarterly earnings report, with the community highlighting a strong revenue beat, upward-revised guidance, and a critical role in the accelerating AI data center and optical networking buildout. While the stock has seen significant volatility, investors are actively debating the sustainability of the AI infrastructure rally and the company's competitive position within the optical connectivity supply chain.

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 the community debates its rapid price volatility, with bullish investors highlighting recent manufacturing capacity expansions and potential long-term aerospace partnerships while bears point to short-seller scrutiny and concerns over share dilution. Discussions are dominated by speculation about institutional accumulation versus retail profit-taking, as traders analyze the stock's role as a proxy for the broader metal additive manufacturing and defense-industrial base.

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 is trending following a double beat on quarterly earnings and revenue that underscored robust consumer demand and strong traffic growth, leading to an initial stock jump. While investors are optimistic about the company's aggressive expansion and status as a best-in-breed Mediterranean chain, community discussions remain focused on potential overvaluation concerns and volatility after an early-trading sell-off.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera is trending following the announcement of a new T-cell engager collaboration with Vertex Pharmaceuticals, a move the community views as strong validation of the company's antibody discovery platform. Investors are actively discussing the stock's long-term potential ahead of key clinical data readouts for its lead program, ABCL635, while debating the impact of ongoing volatility and institutional partnership activity.

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ARKO Petroleum Corp. Q2 Sales Increase

(RTTNews) - ARKO Petroleum Corp. (APC) reported a profit for second quarter of $12.236 million...

FuelCell Energy & Siemens Join Forces to Scale Clean Power Solutions

FCEL and SIEGY partner to accelerate scalable fuel cell power systems for data centers and industries by providing faster, lower-emission energy solutions.

Will the 5-Year Oil Sands Deal Strengthen North American Construction?

NOA lands a five-year Heavy Equipment Services Contract, adding about $135 million to backlog and supporting oil sands growth.

Chevron's New Technology Licensing Deal to Boost Shale Oil Recovery

CVX licenses its advanced surfactant technology to ZL Chemicals, aiming to improve shale oil recovery, boost production and extend well life.

Petrobras and ANP Strike $58M Deal on Offshore Well Compliance

PBR will bring 335 temporarily abandoned offshore wells into compliance by 2030 under a new ANP agreement, with most wells already completed.

Halliburton Lands Key Iraq Oilfield Deal to Boost Production

HAL expands in Iraq with an integrated contract to develop the Bin Umar and Sindbad oil fields, targeting higher oil and gas output through advanced operations.

Shell Lifts Q2 Outlook Despite Middle East Production Disruptions

SHEL raises Q2 refining margin outlook and expects stronger gas trading to offset lower production caused by Middle East disruptions.

Solaris Energy's $55M GESA Deal Expands Power Services Portfolio

SEI is acquiring GESA in a $55 million cash-and-stock deal to strengthen its full-cycle power services and accelerate long-term growth.

Should You Buy Imperial Oil Stock After Its Strong Outperformance?

IMO combines production growth, cost-efficient operations, high-quality oil sands assets and positive earnings estimate revisions to support long-term value creation

Shell Sees Global LNG Demand Rising 65% by 2050 Despite Challenges

SHEL's LNG Outlook 2026 projects global LNG demand to grow 65% by 2050, highlighting market resilience, energy security and rising Asian demand.

$APC Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.26 down -10.34% YoY
• Reported revenue of $1.84B up 27.38% YoY

ARKO Petroleum Corp. engages in wholesale distribution of motor fuel to ARKO Retail Sites and to third-party dealers under long-term contracts, selling fuel at fleet fueling locations. It operates through three segments: Wholesale, Fleet Fueling and GPMP. The Wholesale segment distributes fuel to gas stations operated by third-party dealers, sub-wholesalers, bulk and spot purchasers. The Fleet Fueling segment includes the operation of proprietary and third-party cardlock locations that primarily sell fuel to commercial and municipal entity customers and generate revenue through commissions from the sale of fuel using proprietary fuel cards that provide customers access to a nationwide network of fueling sites. The GPMP segment sells and supplies fuel to substantially all of the ARKO Retail Sites at cost of fuel plus a fixed margin. The company was founded on July 02, 2025 and is headquartered in Richmond, VA.

ARKO Petroleum Corp - Ordinary Shares - Class A

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
Q4 '26	--	$0.23	--	N/A
Q3 '26	$0.33	--	--	N/A
Q2 '26	$0.33	$0.26	-20.93%	MISSED
Q1 '26	$0.17	$0.20	20.94%	BEAT
Q4 '25	--	$0.23	--	N/A

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