SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 trending following a strong quarterly earnings report that beat revenue expectations and revealed a massive $104 billion backlog, signaling robust demand for AI infrastructure. While the community is actively debating the company's heavy debt load and cash burn versus its accelerating growth potential, many investors are optimistic about a potential short squeeze as momentum builds.

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 in conversation following a blowout earnings report that shattered expectations, highlighted by an aggressive guidance for FY2027 and the surprising announcement that the company has no near-term plans to utilize its at-the-market share offering. Investors and community members are actively debating the stark valuation disconnect, with many bulls interpreting the massive earnings beat and record backlog as a definitive signal to squeeze shorts and re-rate the stock toward higher price levels.

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 trending as investors react to a new strategic defense contract and significant short interest, fueling community speculation about a potential short squeeze. Conversations are largely focused on the company's recent expansion into the tactical drone sector, the upcoming earnings report, and its evolving partnerships within the autonomous defense industry.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing intense bearish sentiment and significant volatility as the stock struggles near key support levels, weighed down by an analyst downgrade citing long-term revenue headwinds from its China marketplace reset and ongoing competitive pressure. While some investors view these depressed levels as a long-term value opportunity for a turnaround, the community remains deeply divided, with many actively debating whether the brand is facing a secular decline or a classic value trap.

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 experiencing a significant surge as investors capitalize on its critical role as a supplier for the aerospace and defense sectors, specifically following positive earnings that highlights strong demand for its metal additive manufacturing solutions. The community is actively discussing the company's growth phase and capacity expansion, with many investors maintaining a long-term bullish outlook while anticipating continued momentum.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSTR is trending as investors digest news of Strategy selling a portion of its Bitcoin holdings alongside continued share dilution, sparking intense debate over the firm's long-term treasury strategy. Community sentiment is deeply divided, with bulls pointing to potential institutional momentum and clarity on regulatory progress, while bears aggressively highlight the company's reliance on share issuance and debt to fund its operations.

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

On Holding is experiencing significant volatility and price depreciation following a recent earnings report where revenue fell short of analyst expectations, despite underlying strength in gross margins and direct-to-consumer sales. The community is actively debating whether this pullback represents an attractive buying opportunity for a premium growth brand or if decelerating momentum in the Americas signals a broader, more persistent shift in market demand.

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 earnings report that highlighted strong guest traffic and robust revenue growth, fueling community sentiment that it is the category-leading Mediterranean brand. While some investors are actively debating its premium valuation relative to other restaurant chains, the broader community remains focused on the company's aggressive expansion plans and consistent same-store sales outperformance.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is surging following an earnings report that highlighted a major expansion in its AI infrastructure order pipeline and a strategic pivot toward software-defined networking. Investors are actively discussing the company's aggressive restructuring, including workforce reductions, while debating whether its newfound momentum in the data center hardware space signals a sustainable 'networking supercycle' or if the stock is reaching speculative levels.

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 seeing increased investor focus following a strong earnings report that highlighted record revenue and raised guidance, underscoring the company's critical role in the accelerating AI data center infrastructure buildout. Market participants are actively discussing the stock's potential for further gains, weighing the impact of insatiable AI demand against broader concerns regarding IV crush and potential market rotation.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Navan Edge and OpenTable Partner for AI-Powered Business Travel Planning

Navan (NASDAQ: NAVN), the global AI-powered business travel and expense platform, and OpenTable, a global leader in restaurant tech, today announced a new partnership to bring hyper-personalized restaurant discovery and reservation booking directly to travelers through Navan Edge. This press...

Top Analyst Reports for Costco, Chevron & Home Depot

Costco, Chevron and Home Depot highlight growth opportunities, from membership strength and production gains to digital and Pro initiatives.

Analyst Report: Booking Holdings Inc

ABNB Stock Soars 11% After-Hours — Airbnb Raises 2026 Outlook Again On Strong Travel Demand

Equity

Airbnb Inc. boosted its 2026 financial outlook after posting strong second-quarter earnings, powered by accelerating booking momentum in major markets across North America and Europe.

Is Booking Holdings (BKNG) a Buying Opportunity as AI Fears Weigh on the Stock?

Is Booking Holdings (BKNG) a Buying Opportunity as AI Fears Weigh on the Stock...

Company News for Aug 6, 2026

Companies In The News Are: AMGN, ANET, WYNN< BKNG.

Booking Holdings Q2 Earnings & Revenues Beat Estimates, Rise Y/Y

BKNG's Q2 earnings and revenues beat estimates as travel demand drives higher room nights and gross bookings.

BKNG Q2 Earnings Call Centers on Resilience, AI and Savings

Booking's Q2 call highlights resilient travel demand, higher savings and early AI gains, while geopolitical risks cloud the near-term outlook.

The Zacks Analyst Blog Highlights SpaceX, Advanced Micro Devices and Booking.com 

Stocks rallied to record highs as easing market concerns and earnings results lifted sentiment, with investors closely watching major after-hours reports.

Early August Rally Brings Record Closing Highs

If "Sell in May and Go Away" isn't already a dead notion, this early trading week is killing it. 

Booking Holdings, Inc. engages in the provision of online travel and related solutions. The firm offers services through the following brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. It provides accommodation reservations including hotels, hostels, apartments, vacation rentals, and other properties. The company was founded by Jay Scott Walker on July 18, 1997, and is headquartered in Norwalk, CT.

Booking Holdings Inc

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
Q3 '26	$4.48	--	--	N/A
Q2 '26	$2.43	$2.54	4.44%	BEAT
Q1 '26	$1.08	$1.14	6.02%	BEAT
Q4 '25	$48.69	$1.95	-95.99%	MISSED
Q3 '25	$95.85	$99.50	3.81%	BEAT

Feed

News

Sentiment

Earnings

Fundamentals

Info

Latest Earnings Results: Q2 '26

Historical Earnings