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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following a blowout second-quarter earnings report, where significant beats on both revenue and earnings, alongside a major boost to full-year guidance, have ignited bullish sentiment among investors. The community is focused on the explosive growth in U.S. commercial revenue, fueling heated debates over whether this indicates a legitimate re-rating of the stock or a temporary squeeze that will face resistance in the coming sessions.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is currently driving significant community speculation as investors position themselves ahead of the upcoming earnings report, with many closely watching for potential updates on the company's AI-powered smart glasses and broader turnaround efforts. Market participants are debating the stock's valuation as a potential long-term play, while sentiment remains divided between bullish sentiment regarding user engagement and revenue growth against skepticism regarding management's leadership and the company's long-term profitability.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a strategic private exchange of convertible notes for equity, sparking intense community debate over potential dilution versus balance sheet optimization. Investors are actively discussing whether this move serves as a precursor to a major acquisition or further reflects a shift in long-term capital allocation strategy.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the recent approval of ANKTIVA in the UAE for bladder and lung cancer, with community members actively discussing the potential for global expansion and an upcoming earnings report. Investors are closely monitoring signs of institutional accumulation and management's next steps regarding potential partnerships, while maintaining a strong bullish sentiment ahead of anticipated financial updates.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies is trending following a significant beat in quarterly earnings and an increase in its full-year revenue guidance, fueled by record bookings and a robust backlog of government and defense contracts. The community is actively discussing the company's shift toward becoming a broader space infrastructure provider, with investors closely watching its execution on major partnerships and defense initiatives.

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 eagerly anticipate a potential breakthrough announcement regarding the 80th event in the company's REGAL Phase 3 study. The community is actively debating the timing of this data release, with intense discussion surrounding ongoing M&A speculation, options market activity, and the divide between optimistic long-term bulls and skeptical short-sellers.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following the announcement of a five-year, multi-exabyte storage agreement with CoreWeave valued at hundreds of millions of dollars. The community is actively debating the stock's potential as an AI infrastructure player, with many discussing the impact on revenue guidance and debating whether the recent price rally warrants a potential future share offering.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction ($STRL) is trending as investors digest record-breaking quarterly results and raised full-year guidance, though the stock has faced volatile price action despite the strong fundamentals. The community is heavily focused on the company's critical role in the AI data center buildout, with active debate regarding whether the recent price pullbacks represent an attractive entry point or if the sector's valuation has become overly extended.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is trending as investors weigh strong revenue growth against ongoing volatility and short interest ahead of the company's upcoming earnings report. The community remains divided, with some betting on a short squeeze or long-term growth in autonomous delivery, while others express frustration over recent price performance and concerns regarding cash burn.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRISPR Therapeutics is trending as investors debate the long-term potential of the Casgevy commercial rollout and look ahead to a busy second half of 2026 for clinical pipeline data. The community remains focused on balancing the company's strong long-term growth narrative against recent share price volatility and ongoing speculation regarding potential strategic acquisitions.

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Is GD Expanding Its Presence in the Armored Vehicle Market?

General Dynamics is deepening its armored vehicle footprint with a $1.4 billion Canadian contract and a broad lineup spanning LAVs, Strykers and Abrams tanks.

Is Lockheed Martin Expanding Its Presence in the Submarine Market?

LMT is deepening its submarine market presence with a $49 million U.S. Navy contract and advanced undersea warfare technologies.

Is BAE Systems Expanding Its Presence in the Radar Market?

BAESY is deepening its radar-market presence through Canada's Arctic program and decades of long-range surveillance expertise.

Is BAE Systems Expanding Its Presence in the Armored Vehicle Market?

BAESY is expanding its armored vehicle footprint with the AMPV and proven combat platforms as militaries modernize aging fleets.

Is Huntington Ingalls Expanding Its Presence in the UUV Market?

HII is strengthening its UUV market presence with its REMUS portfolio, advanced autonomy software and demand tied to maritime security needs.

Is BAE Systems Expanding Its Presence in the Naval MRO Market?

BAESY is strengthening its naval MRO presence as defense spending, fleet modernization and readiness needs drive demand for sustainment services.

Defense ETFs Under Spotlight as UK Unveils $20B Military Overhaul

UK's $20B defense overhaul puts defense ETFs in focus as higher military spending could boost key holdings across the industry.

Is General Dynamics Expanding Its Presence in the Submarine Market?

GD is strengthening its submarine market presence as Electric Boat supports key U.S. Navy programs and rising undersea warfare demand.

Is HII Expanding Its Presence in the Naval Sustainment Market?

Huntington Ingalls Industries' Navy contract, sustainment expertise and modernization support are strengthening its role in the naval sustainment market.

Is General Dynamics Expanding Its Presence in the C5ISR Market?

GD is strengthening its C5ISR position as GDIT modernizes naval systems and supports connected military networks.

BAE Systems Plc engages in the provision of a full range of products and services for air, land, and naval forces, advanced electronics, security, information technology solutions, and support services. It operates through the following segments: Electronic Systems, Cyber and Intelligence, Platforms and Services (US), Air, Maritime, and Headquarters. The Electronic Systems segment is composed of the US and UK-based electronics activities, including electronic warfare systems, electro-optical sensors, military and commercial digital engine and flight controls, precision guidance and seeker solutions, next-generation military communications systems and data links, persistent surveillance capabilities, and hybrid electric drive systems. The Cyber and Intelligence segment includes the US-based Intelligence and Security business, and UK-headquartered Applied Intelligence business, and covers the group's cyber security, secure government, and commercial and financial security activities. The Platforms and Services (US) segment manufactures combat vehicles, weapons and munitions, and delivers services and sustainment activities, including ship repair and the management of government-owned munitions facilities. The Air segment deals with UK-based air activities for European and International markets, and US programs, and its businesses in Saudi Arabia and Australia, together with its interest in the European MBDA joint venture. The Maritime segment focuses on the group’s UK-based maritime and land activities. The Headquarters segment includes the group’s head office and UK-based shared services activities, together with its interest in Air Astana. The company was founded in 1953 and is headquartered in London, the United Kingdom.

BAE Systems plc - ADR

Trump Says Boeing, Lockheed Martin, Raytheon, Others To Quadruple Advanced Weapons Output Amid Iran War

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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.

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