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ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant volatility as investors weigh speculative AI threats against strong enterprise demand ahead of the upcoming earnings release. The community is deeply divided between bears betting on a SaaS sector slowdown and bulls citing a solid history of earnings beats as a reason to accumulate the stock at these levels.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is seeing heightened market attention driven by a combination of positive institutional stake disclosures and an improving broader semiconductor sentiment. Community discussion is currently focused on whether the stock can sustain its momentum during a critical earnings stretch, with traders actively debating key technical support levels and the impact of sector-wide capital expenditure trends.

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 surging after reporting a record $60 billion order backlog and nearly doubling its gross margin guidance, signaling strong AI infrastructure demand. The community is actively debating the potential for a massive short squeeze due to high short interest, while skeptics remain focused on the company's past governance and transparency concerns.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing extreme volatility and massive trading volume as the community debates whether the activity signals institutional accumulation or ongoing market manipulation. Investors are heavily focused on the stock's significant short interest and strategic pivot toward agentic AI, with many monitoring for a breakout above key resistance levels that could trigger a squeeze.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing significant volatility as market participants debate the long-term impact of its AI data-licensing negotiations with major search engines. While some investors express concern over potential traffic loss and monetization challenges, others view the pullback as a buying opportunity, emphasizing the platform's unique value as a massive repository of human-generated content.

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 surging on massive trading volume and heightened investor interest following a series of new defense and autonomous technology contract wins. The community is actively debating the potential for a short squeeze, citing high borrow costs and crowded short positions while tracking key technical resistance levels.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing a wave of volatility as investors debate the impact of rising AI capital expenditures and recent reports of delays in its next-generation Gemini model. Despite these hurdles, community sentiment remains heavily focused on whether the companys cloud growth and AI monetization efforts will eventually justify its massive infrastructure spending.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as shares face pressure following reports of delays to its flagship Gemini 3.5 Pro model, with the community actively debating whether this is a temporary execution hurdle or a significant threat to its competitive standing against rivals like OpenAI and Anthropic. Investors are now bracing for Wednesday's earnings, focusing heavily on whether the company will signal continued aggressive AI infrastructure spending or pivot toward more disciplined capital expenditure.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as the community rallies behind the company's strategic placement in the government's quantum ecosystem, specifically highlighting its role in critical national infrastructure and recently announced partnerships. Investors are closely monitoring its trajectory following congressional testimonies and collaborative projects, fueling bullish sentiment despite recent market volatility.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing high volatility as shareholders react to a wave of executive departures and ongoing concerns regarding the company's ability to convert government interest into material revenue. While bulls highlight potential opportunities from defense sector tailwinds and the recent scaling of drone production, the community is actively debating management's credibility and the impact of frequent equity dilution on long-term shareholder value.

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Bitcoin Is The Hardest Hurdle Rate To Beat, Says Strive CEO Matt Cole, And ‘Cash Is Almost Irresponsible’

Cryptocurrency

Strive CEO said he would continue buying Bitcoin even at $1 million and blamed delays to a US Strategic Bitcoin Reserve on lawmakers conflating Bitcoin.

Why Bitcoin Is Falling Today: BTC Selloff Tracks Tech Correction, Analysts Call It A Credit Unwind

Despite the decline, funding rates remained largely neutral, and dip-buying by corporate Bitcoin holders continued near key support levels.


Strive, Inc. (ASST) Stock Jumps 10.0%: Will It Continue to Soar?

Strive, Inc. (ASST) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Strategy Buys 1,587 Bitcoin, Second Smallest Purchase In 2026 Despite $25.7 Billion Firepower

Equity

Strive’s Ben Werkman said prolonged Bitcoin weakness could trigger restructuring, mergers, and asset sales among treasury companies.

Strategy Buys 1,550 Bitcoin — Nearly 50 Times The BTC It Sold Last Week

Bitcoin critic Peter Schiff accused Strategy of omitting the purchase's dilutive effect on common stockholders and declaring "the game is over."


Strive's CEO Matt Cole Says Strive’s 13% Bitcoin-Backed Yield Product Can Survive A Bear Market

Strategy's recent 32-Bitcoin sale disciplined capital allocation, while adoption of Bitcoin ETFs and digital-credit products remains in its early stages, according to Matt Cole.

ASST Stock Drops After Vivek Ramaswamy’s Strive Buys 2,500 Bitcoin For $185M, Instantly Facing Paper Losses

The company also increased its cash reserve by $44 million to maintain an 18-month dividend reserve.

Strive's Bitcoin-Backed Preferred Shares Hit Record Volume As Strategy's Saylor Calls It 'The Most Interesting Story In Bitcoin Right Now'

Strive CEO Matt Cole said the Bitcoin treasury company was focused on using Bitcoin-backed products to deepen liquidity and maintain yield.


Here's Why Strive, Inc. (ASST) Is a Great 'Buy the Bottom' Stock Now

After losing some value lately, a hammer chart pattern has been formed for Strive, Inc. (ASST), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.

Vivek Ramaswamy’s Strive Now Holds Over $1B In Bitcoin  – ASST Stock Still Takes A Hit

Strive added 382 Bitcoin to its treasury over the past week, bringing its total holdings to 15,391 BTC valued at roughly $1.1 billion.


Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - 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
Q2 '26	-$0.04	--	--	N/A
Q1 '26	-$2.69	-$4.53	-68.09%	MISSED
Q4 '25	-$0.20	--	--	N/A

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Upcoming Earnings: Q2 '26

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