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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors digest a strong earnings report featuring a massive year-over-year revenue increase and upwardly revised capacity guidance, which has fueled a short squeeze against vocal skeptics. The community is actively debating the company's aggressive infrastructure expansion and comparing its performance to other AI-sector peers, with many bulls anticipating further momentum as the stock recovers from recent bearish pressure.

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 featured revenue growth exceeding expectations, a massive backlog, and increased forward guidance, fueling bullish sentiment across the AI infrastructure sector. While investors are cheering the company's ability to capitalize on intense GPU compute demand, community discussion remains polarized as skeptics emphasize the company's high debt load and ongoing capital intensity.

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 a massive earnings report featuring an earnings beat, record backlog, and significantly raised revenue guidance that topped analyst expectations. The community is actively debating the potential for a major short squeeze given the stock's high short interest and company confirmation that it currently has no plans to utilize its previously announced ATM program.

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The SPY is currently trading in a tight, range-bound pattern as investors brace for the latest inflation data release, which many in the community anticipate will be heavily managed or "cooked" by government officials to appear in line with expectations. Despite ongoing geopolitical tensions and skepticism regarding economic health, traders are intensely focused on how this key data point will dictate the next move for interest rates and the broader market's ability to maintain its current levels.

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 facing heightened volatility following a significant downward revision to its 2026 revenue guidance, attributed to lower market prices for antimony and delivery shifts. Despite the financial miss and resulting share price pressure, the community remains actively divided between investors frustrated by management's execution and those maintaining a bullish long-term thesis centered on the company's status as the only fully integrated domestic antimony producer.

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 gaining traction as investors focus on its vertical integration, particularly in defense and lunar exploration, while balancing sentiment shifts tied to broader space sector volatility. Community discussions are heavily focused on the company's Q2 earnings results, progress on the Eclipse launch vehicle, and whether the stock is positioned for a rerating alongside other emerging space industry players.

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 surging following an earnings report that highlighted a significant revenue jump and an increased revenue outlook, fueling intense community excitement around a potential short squeeze. Investors are actively discussing the company's critical role as a high-precision manufacturing supplier for the aerospace and defense sectors, with many speculating that strong industrial demand will drive further gains.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber, Inc. is gaining significant attention from investors as it navigates a volatile period, with recent community discussions focused on its unique retrofit strategy for AI infrastructure and its strategic equity stake held by Bit Digital. The community is closely monitoring the stock's support levels and potential for a breakout, driven by strong AI demand and institutional interest, despite some concerns regarding valuation, short interest, and sector-wide regulatory headwinds.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing significant market interest following the announcement of positive topline Phase 3 results for its DT120 ODT treatment in major depressive disorder. The community is actively debating the stock's future valuation and potential for further clinical success, with many traders closely monitoring a recent share offering and upcoming data readouts for other indications like generalized anxiety disorder.

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 is trending following a strong quarterly earnings report that featured a notable rise in same-store sales and guest traffic, fueling investor confidence in the brand's long-term growth. While the community is actively debating the stock's premium valuation and the impact of recent industry-wide food safety headlines, many are focused on its successful unit expansion and its potential to mirror the long-term performance of established fast-casual leaders.

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RRR Gains 20.3% in 3 Months While Key Expansion Projects Move Ahead

Red Rock Resorts' 20.3% three-month gain faces a test as Durango expands while margin pressure, costs and leverage weigh on execution.

Is RRR Worth Buying as Growth Projects Meet Its Premium Valuation?

Red Rock Resorts' premium valuation hinges on whether its expansion pipeline can overcome earnings pressure, heavy spending and elevated leverage.

Could RRR's September Hotel Reopening Help Restore Margins After Q2?

Red Rock Resorts' September Green Valley Ranch reopening could restore room capacity and help ease Q2 margin pressure, despite ongoing project costs.

Is Boyd Gaming Worth Buying as Growth Projects Lift Execution Risk?

BYD offers a discounted valuation, but can major growth projects and 2026 spending overcome Las Vegas weakness and execution risks?

Can Boyd Gaming's Raised Segment Outlook Offset Las Vegas Weakness?

BYD raises its 2026 Managed and Online outlooks, but can stronger earnings streams outweigh ongoing Las Vegas weakness and renovation disruption?

Sin Stocks: Why Investors Continue to Bet on Controversial Companies

Sin stock sectors, including alcohol, tobacco, cannabis, firearms and gambling, attract investors with resilient cash flows, pricing power and defensive demand despite regulatory, litigation and ESG risks.

Boyd Gaming (BYD) Q2 2026 Earnings Call Transcript

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Here's What Key Metrics Tell Us About Boyd (BYD) Q2 Earnings

Although the revenue and EPS for Boyd (BYD) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Boyd Gaming (BYD) Q2 Earnings and Revenues Beat Estimates

Boyd (BYD) delivered earnings and revenue surprises of +3.76% and +0.58%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

BOYD GAMING REPORTS SECOND-QUARTER 2026 RESULTS

BOYD GAMING REPORTS SECOND-QUARTER 2026 RESULTS BOYD GAMING REPORTS SECOND-QUARTER 2026 RESULTS PR Newswire LAS VEGAS, July 23, 2026 LAS VEGAS, July 23, 2026 /PRNewswire/ -- Boyd Gaming Corporation (NYSE: BYD)today reported financial results for the second quarter ended June 30, 2026. Keith Smith...

$BYD Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.75 down -4.89% YoY
• Reported revenue of $1.03B up 0.04% YoY

Boyd Gaming Corp. is a multi-jurisdictional gaming company, which engages in the management and operation of gaming and entertainment properties. It operates through the following segments: Las Vegas Locals, Downtown Las Vegas, Midwest and South, and Online. The Las Vegas Locals segment consists of eight casinos that primarily serve the resident population in the Las Vegas metropolitan area. The Downtown Las Vegas segment refers to the following casinos: California Hotel and Casino, Fremont Hotel and Casino, and Main Street Station Hotel and Casino. The Midwest and South segment includes four land-based casinos, six dockside riverboat casinos, three racinos, and four barge-based casinos that operate in nine states in the Midwest and southern United States. The Online segment includes the operating results of online gaming operations. The company was founded by William Samuel Boyd and Sam Boyd on January 1, 1975 and is headquartered in Las Vegas, NV.

Boyd Gaming Corp.

BYD Gaming Stock Rises In Premarket Following Analyst’s Bullish Recommendation: Retail Sentiment Lags

Equity

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	$1.72	--	--	N/A
Q2 '26	$1.89	$1.93	2.11%	BEAT
Q1 '26	$1.71	$1.60	-6.66%	MISSED
Q4 '25	$1.94	$2.21	14.06%	BEAT
Q3 '25	$1.62	$1.72	6.11%	BEAT

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Latest Earnings Results: Q2 '26

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