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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 trending as investors react to a powerful earnings report, where the company smashed profit expectations and issued fiscal 2027 revenue guidance that significantly outperformed market estimates. While the community is actively debating the company's long-term valuation and management's credibility, many are highlighting the cancellation of planned stock dilution and record backlog as major catalysts for a potential short squeeze.

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 retail investors rally behind the stock ahead of earnings, fueled by a newly announced multi-million-dollar defense tender with the Israeli Ministry of Defense. The community is actively discussing a high short interest, viewing the stock as a prime candidate for a potential short squeeze while emphasizing its growing partnerships and role in the autonomous drone sector.

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 react to strong second-quarter revenue growth and a double beat against analyst estimates, alongside news of expanded defense partnerships. While some community members remain focused on long-term sector growth and potential acquisition interest, others are actively debating the stock's valuation relative to other space peers and waiting for increased trading volume to sustain upward momentum.

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 as investors react to a strong quarterly double-beat, featuring double-digit revenue growth and significant gains in guest traffic that underscore the brand's ability to maintain demand in a challenging sector. Community sentiment remains largely bullish, with many focusing on CAVA's category leadership and rapid store expansion as signs of long-term potential, despite some debate over the stock's premium valuation and short-term price volatility.

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 rallying as investors digest a massive revenue backlog and raised fiscal guidance that signals accelerating AI infrastructure demand. The community is sharply divided, with bulls highlighting the potential for a short squeeze and long-term scaling, while skeptical traders focus on persistent cash burn and high leverage.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors monitor upcoming company presentations and anticipate potential developments in their QNX automotive software and Alloy Kore platform. The community is actively discussing the stock's long-term potential in the physical AI and robotics sectors, while debating the impact of ongoing institutional accumulation versus persistent short-selling activity.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors weigh an aggressive short-squeeze setupdriven by high short interest and a small floatagainst the companys recent financing and upcoming earnings catalyst. Community members are debating the company's ability to execute on its massive AI infrastructure pipeline in Asia, with strong sentiment split between those calling it an undervalued growth play and those citing skepticism over dilution and management's past performance.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is surging as investors and institutions pile into its Indium Phosphide (InP) substrate business, which is seen as a critical physical bottleneck for the AI data center optical buildout. The community is actively debating the stock's long-term growth potential and capacity expansion plans versus risks related to geopolitical tensions and short-term price volatility.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is currently in the spotlight following the announcement of a strategic collaboration with Vertex Pharmaceuticals for T-cell engager development, adding to a recent partnership with Jazz Pharmaceuticals. The community is actively debating the platform's long-term validation versus the stock's recent volatility, with significant focus on the upcoming August Phase 2 readout for their lead program, ABCL635.

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 currently the focal point of intense community speculation and volatility as traders position themselves for the upcoming earnings report. The stock has become a primary battlefield between retail bulls betting on a short squeeze and institutional investors, with sentiment heavily influenced by broader sector tailwinds in AI infrastructure and the ongoing confrontation regarding short-seller positions.

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We're lifting our price target on Cardinal Health after issuing rosy profit guidance

The quarter wasn't totally clean, but strong profitability matters the most...

CAH Q4 Earnings Beat on Pharma Strength, Revenues Miss, Stock Up

Cardinal Health beats fiscal Q4 EPS estimates as profit surges, while revenues miss; fiscal 2027 guidance points to continued earnings growth.

RDNT Q2 Earnings & Sales Beat on Advanced Imaging, Guidance Raised

RadNet tops Q2 estimates as advanced imaging and Digital Health growth accelerate, prompting a higher 2026 Imaging Center outlook.

Existing Home Sales Data in Focus

Small Biz Index, Existing Home Sales & More Earnings

We don't expect much movement either direction until inflation reports begin to hit the tape Wednesday morning.

Cardinal Health Says It Now Exclusively Serves Nearly Half The Cell-And-Gene Therapy Market

CAH stock hits new 52-week high as Cardinal Health beats Q4 earnings, boosts FY27 outlook, and approves a $5B buyback expansion.read more...

US Stocks Mixed; Cardinal Health Shares Jump After Q4 Results

US stocks mixed, Dow up 150 points. Industrials gain 1%, communication services fall 1.1%. Cardinal Health (NYSE: CAH) up 8%. Oil up 0.4%, gold up 0.6%.read more...

Compared to Estimates, Cardinal (CAH) Q4 Earnings: A Look at Key Metrics

Although the revenue and EPS for Cardinal (CAH) 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.

Cardinal Health Q4 Profit Climbs, Sees Growth In FY27; Approves $5 Bln Buyback

(RTTNews) - Healthcare services company Cardinal Health, Inc., while reporting significantly higher profit in its fourth quarter on revenue strength, on Tuesday issued fiscal 2027 outlook, expecting higher adjusted earnings...

Cardinal Health (CAH) Q4 Earnings Beat Estimates

Cardinal (CAH) delivered earnings and revenue surprises of +20.25% and -2.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

$CAH Q4 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.70 up 68.32% YoY
• Reported revenue of $63.67B up 5.84% YoY
• Cardinal Health provides fiscal year 2027 non-GAAP diluted EPS guidance of 13% to 15% growth, representing a range of $12.40 to $12.60, which is above the company&#39;s long-term EPS guidance.

Stocktwits

Cardinal Health, Inc.

 Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.70 up 68.32% YoY
• Reported revenue of $63.67B up 5.84% YoY
• Cardinal Health provides fiscal year 2027 non-GAAP diluted EPS guidance of 13% to 15% growth, representing a range of $12.40 to $12.60, which is above the company's long-term EPS guidance.

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Stocktwits Earnings

$CAH Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.70 up 68.32% YoY
• Reported revenue of $63.67B up 5.84% YoY
• Cardinal Health provides fiscal year 2027 non-GAAP diluted EPS guidance of 13% to 15% growth, representing a range of $12.40 to $12.60, which is above the company's long-term EPS guidance.

Cardinal Health, Inc. is a healthcare services and products company, which engages in the provision of customized solutions for hospitals, healthcare systems, pharmacies, ambulatory surgery centers, clinical laboratories, and physician offices. It also provides medical products and pharmaceuticals and cost-effective solutions that enhance supply chain efficiency. The firm operates through the Pharmaceutical and Medical segments. The Pharmaceutical segment distributes branded and generic pharmaceutical, specialty pharmaceutical and over-the-counter healthcare and consumer products. The Medical segment manufactures, sources and distributes Cardinal Health branded medical, surgical, and laboratory products. The company was founded by Robert D. Walter in 1979 and is headquartered in Dublin, OH.

Cardinal Health Opens Distribution Center In Texas, Plans One In California 

Equity

Extremely 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.

Current Price	$240.26
Prev Close	$237.18
Open	$243.00
Dividend Yield	1.21%
50-Day Moving Average	$226.94
Beta	0.25
Avg. Volume	2.23M
PE Ratio	36.74

52-Week High	$258.30
52-Week Low	$145.47
Market Capitalization	$55.55B
EPS (Annual)	$6.45
Price to Book	-19.94
Revenue Per Employee	$3.86M

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