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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing extreme selling pressure after missing revenue expectations and issuing soft forward guidance, sparking a massive sell-off and investor outrage over the company's deteriorating growth trajectory. The community is deeply divided between long-term holders seeking a value turnaround for the debt-free company and bears who view the management team as incompetent, with many traders now debating if the stock has become a permanent value trap.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending after reporting record quarterly revenue that exceeded expectations, fueled by strong Amtagvi demand and an expanding network of Authorized Treatment Centers. Investors are actively discussing the company's clear path to profitability, its potential for a major short squeeze, and the positive clinical momentum surrounding its late-stage lung cancer pipeline.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing heightened selling pressure and intense debate among investors as they head into earnings, with the community sharply divided over management's ability to navigate increasing competition and promotional costs. While some participants are aggressively betting on a rebound fueled by upcoming football season momentum and new prediction market growth, others are actively shorting the stock, citing concerns over market saturation and a perceived history of underperformance compared to broader sector peers.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is trending due to reports that the U.S. government is considering restrictions on Chinese optical transceivers, fueling expectations that domestic suppliers will gain market share. Community members are actively debating the stock's future, with many focusing on the upcoming earnings report and the company's manufacturing expansion in Texas as critical indicators of its ability to meet surging AI data center demand.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as shares surged following a strong quarterly performance, with the company beating both revenue and earnings expectations while raising its full-year guidance. Community members are actively debating the company's valuation and its strategic pivot toward supporting autonomous AI agents, with many highlighting the stock as a key infrastructure play for the evolving 'agentic' internet era.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian Corporation is seeing significant market enthusiasm as a robust earnings report and accelerating cloud revenue growth defy bearish sentiment regarding the software sector's viability in the AI era. Investors are actively discussing the stock's massive single-day gains, while debating whether the current momentum represents a long-term bottom for SaaS companies or a temporary opportunity to capitalize on ongoing short-covering activity.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is capturing market attention as the quantum sector undergoes a volatility-driven rotation, with investors actively debating the firm's long-term commercialization prospects versus recent price pullbacks. Community sentiment remains polarized between bulls highlighting the company's modular hardware architecture and strategic U.S. government collaborations, and skeptics focusing on the technical hurdles of achieving fault-tolerant quantum operations and potential future equity dilution.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnb is currently trending as the stock rallies on a strong revenue beat and a positive 2026 outlook, with investors closely watching the company's expansion into new travel-related services like boutique hotels and luggage storage. The community is actively debating the stock's long-term growth potential and platform saturation, with bullish voices pointing to strong booking momentum while skeptics highlight ongoing regulatory and margin pressures.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending as investors aggressively debate a potential short squeeze, fueled by high short interest and anticipation surrounding upcoming earnings. The community remains sharply divided between those betting on a value-driven turnaround or acquisition by activist stakeholders and those skeptical of the company's long-term growth and debt levels.

The Honest Co., Inc. is a personal care company dedicated to creating cleanly-formulated and sustainably-designed products spanning categories across diapers, wipes, baby personal care, beauty, apparel, household care and wellness. The company is on a mission to challenge ingredients, ideals, and industries through the power of the Honest brand, the Honest team, and the Honest Standard. The Honest Co., Inc. was founded by Jessica Alba, Christopher Gavigan, Sean Kane, Brian S. Lee, and Jessica Marie Warren in 2011 and is headquartered in Los Angeles, CA.

Honest Company Inc (The )

HNST is trending as investors discuss its potential breakout, citing a base breakout pattern and bullish consolidation. The community is actively debating entry points and resistance levels, while some highlight the company's improving financial health and long-term potential. Broader market factors, such as Russell 2000 performance and potential rate cuts, are also being considered as possible catalysts.

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Micron & 2 Profitable Stocks Smart Investors Are Buying in August 

Micron, BrightSpring Health and Custom Truck One Source combine strong profitability with earnings growth. See why they stand out in August. 

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.

3 Stocks to Buy Following Recent Broker Rating Upgrades

BJ's Restaurants, Patterson-UTI Energy and BrightSpring Health Services stand out after recent broker upgrades, backed by projected solid 2026 earnings growth.

Implied Volatility Surging for BrightSpring Stock Options

Investors need to pay close attention to BTSG stock based on the movements in the options market lately.

DaVita Stock Down in Pre-Market Despite Q2 Earnings Beat, Margins Down

DVA's second-quarter 2026 results show profit growth, but narrowing margins and a weaker commercial mix weigh on the performance.

BTSG Raises 2026 Guidance as Specialty and Home Health Drive Growth

BrightSpring beat second-quarter estimates and raised its 2026 outlook as specialty, infusion and home health growth lifted margins and EBITDA.

Is BTSG a Buy as Rapid Growth Collides With Its Premium Valuation?

BrightSpring's broad-based growth and margin gains strengthen its outlook, but a premium valuation leaves little room for execution missteps.

BTSG Drops 18.1% in One Week as Growth Meets Fresh Valuation Risks

BrightSpring's 18.1% weekly slide clashes with strong growth and raised guidance as valuation, policy and integration risks test the rebound case.

Here's Why BrightSpring Health Services, Inc. (BTSG) is a Strong Value Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

BrightSpring Q2 Earnings Beat on Specialty Growth, '26 View Raised

BTSG's Q2 earnings and revenues beat estimates as pharmacy and provider growth drive margin gains and a higher 2026 outlook.

$BTSG Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.41 up 720.00% YoY
• Reported revenue of $3.87B up 23.05% YoY
• BrightSpring Health Services expects full year 2026 revenue of $15,100 million to $15,425 million and total Adjusted EBITDA of $820 million to $845 million, excluding the divested Community Living business.

BrightSpring Health Services, Inc. engages in the provision of a platform of complementary health services delivering and pharmacy solutions for complex populations in home and community settings. It operates under the Pharmacy Solutions and Provider Services segments. The Pharmacy Solutions segment includes infusion and specialty pharmacy, and home and community pharmacy. The Provider Services segment is involved in home health care and community and rehab care. The company was founded in 1974 and is headquartered in Louisville, KY.

BrightSpring Health Services 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	$0.47	--	--	N/A
Q2 '26	$0.40	$0.45	13.55%	BEAT
Q1 '26	$0.31	$0.39	26.26%	BEAT
Q4 '25	$0.33	$0.33	0.30%	BEAT
Q3 '25	$0.28	$0.30	8.51%	BEAT

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Latest Earnings Results: Q2 '26

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