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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 hours as investors react to a significant earnings beat and aggressive forward revenue guidance that exceeded analyst expectations. Despite strong fundamentals and a massive backlog, community sentiment remains divided as market participants weigh the company's impressive growth against persistent concerns regarding corporate governance and institutional trust.

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 surging after delivering a strong earnings beat, featuring revenue that doubled year-over-year and an expanding backlog now exceeding $100 billion, signaling robust, ongoing demand for AI infrastructure. The community is heavily focused on the stock's significant short interest and the potential for a massive short squeeze, with active debates centered on whether the companys heavy capital expenditure and debt load will successfully scale into long-term profitability or result in future dilution.

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 digest a series of positive analyst initiations, including a significant price target, while community members focus on the company's recent expansion of its production footprint and its strategic role in the aerospace and defense sectors. While some traders are expressing concern over recent volatility and potential share lock-up expirations, others remain bullish, viewing the current price action as a buying opportunity based on the company's long-term manufacturing potential and institutional backing.

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 trending due to a massive, highly volatile surge driven by retail speculation and sympathy sentiment tied to broader 'quantum' hype. Community discussion is sharply polarized, with many traders debating the legitimacy of the price action given the company's lack of direct quantum computing exposure and persistent financial challenges, leading to intense debates between those hunting for a short squeeze and those predicting an imminent selloff.

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.

RUM is trending due to the company's strategic transformation into an AI infrastructure player following its acquisition of Northern Data, fueling investor anticipation ahead of the upcoming earnings release. The community is heavily focused on the potential for a short squeeze, citing significant short interest and the company's newly acquired GPU capacity as catalysts that could drive a long-term re-rating.

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 is trending as investors react to a major new contract with Siemens Energy for 20 steam turbines to support AI data center power demand. The community is actively debating the stock's significant backlog growth and institutional interest versus concerns regarding heavy short interest and price volatility.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is trending as investors debate the impact of potential new polysilicon tariffs and ongoing volatility surrounding the firm's G2 Austin facility expansion. While some in the community see a deep-value opportunity based on long-term data center energy demand, others are actively questioning management's communication, financing timelines, and recent capital expenditure updates.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently the subject of intense retail investor debate as the stock navigates a volatile corrective phase, with community discussions heavily split between those viewing the pullback as a long-term value buying opportunity and others expressing frustration over recent price action. Market participants are closely monitoring upcoming earnings and technical indicators, while sentiment remains influenced by concerns over consumer spending, broader sector competition, and conflicting analyst sentiment regarding the company's valuation.

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 trending as retail traders remain bullish on the company's long-term prospects despite a significant share price decline following a downward revision of annual revenue guidance. The community is actively debating the impact of volatile antimony prices, the need for domestic price floors, and management's execution of critical defense contracts.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors weigh strong double-beat Q2 revenue and a major contract extension with Lockheed Martin against concerns regarding production ramp-up and a lack of increased full-year guidance. While the community is actively debating the stock's valuation relative to space peers like Rocket Lab, traders remain focused on the companys ability to turn recent defense and space awards into sustained long-term profitability.

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BD Stock Up in Pre-Market Post Q3 Earnings & Revenue Beat, Margins Down

BDX tops third-quarter fiscal 2026 earnings and revenue estimates as broad segment growth offset pressure on gross and operating margins.

Becton Dickinson (BDX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Becton Dickinson (BDX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Becton Dickinson (BDX) Q3 Earnings and Revenues Surpass Estimates

Becton Dickinson (BDX) delivered earnings and revenue surprises of +2.87% and +1.81%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

BD Reports Third Quarter Fiscal 2026 Financial Results

BD Reports Third Quarter Fiscal 2026 Financial Results BD Reports Third Quarter Fiscal 2026 Financial Results PR Newswire FRANKLIN LAKES, N.J., Aug. 6, 2026 Revenue of $5.0 billion increased 5.4% as reported, 4.4% FXNGAAP and adjusted diluted EPS from continuing operations of $1.64 and $3.23...

Can Segment Strength Offset Headwinds for BD Stock Before Q3 Earnings?

BDX's Medical Essentials and Interventional strength may drive third-quarter fiscal 2026 results, but China, vaccines and projected declines weigh on expectations.

Countdown to Becton Dickinson (BDX) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Evaluate the expected performance of Becton Dickinson (BDX) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Henry Schein (HSIC) Q2 Earnings and Revenues Beat Estimates

Henry Schein (HSIC) delivered earnings and revenue surprises of +4.10% and +2.80%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

EMS and BD expand access to GLP-1 therapies in Brazil with semaglutide launch

EMS and BD expand access to GLP-1 therapies in Brazil with semaglutide launch EMS and BD expand access to GLP-1 therapies in Brazil with semaglutide launch PR Newswire FRANKLIN LAKES, N.J. and SO PAULO, July 29, 2026 Collaboration pairs leadership in pharmaceuticals and advanced drug delivery...

BD Board Declares Dividend

BD Board Declares Dividend BD Board Declares Dividend PR Newswire FRANKLIN LAKES, N.J., July 28, 2026 FRANKLIN LAKES, N.J., July 28, 2026 /PRNewswire/ -- The Board of Directors of BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced it has...

Mike Garrison to Retire from BD

Mike Garrison to Retire from BD Mike Garrison to Retire from BD PR Newswire FRANKLIN LAKES, N.J., July 22, 2026 FRANKLIN LAKES, N.J., July 22, 2026 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced that Dr. Michael (Mike...

Becton, Dickinson & Co. is a global medical technology company, which engages in the development, manufacture, and sale of medical supplies, devices, laboratory equipment, and diagnostic products. It operates through the following segments: BD Medical, BD Life Sciences, and BD Interventional. The BD Medical segment produces medical technologies and devices that are used to help improve healthcare delivery. The BD Life Sciences segment provides products for the safe collection and transport of diagnostics specimens, instruments, and reagent systems to detect infectious diseases, healthcare-associated infections, and cancers. The BD Interventional segment offers vascular, urology, oncology, and surgical specialty products to hospitals, ambulatory surgery centers, individual healthcare professionals, extended care facilities, alternate site facilities, and patients via its Homecare business. The company was founded by Maxwell W. Becton and Fairleigh S. Dickinson in 1897 and is headquartered in Franklin Lakes, NJ.

Becton Dickinson & Co.

Bullish 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.

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