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Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is surging following the announcement of a massive 20-year, $9.1 billion AI data center lease agreement with a frontier AI lab, a move the community views as a pivotal validation of the company's shift toward high-performance computing. While some investors are concerned about potential volatility and recent sector-wide fluctuations, sentiment is largely focused on the significant revenue potential and Riot's ability to capitalize on the increasing demand for data center power capacity.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending following the major announcement that it will acquire Boeing's Wisk Aero, Insitu, and SkyGrid subsidiaries in a deal that grants Boeing an approximate 20% stake in the company. The community is heavily focused on this strategic shift toward a diversified aerospace and defense platform, weighing the potential for long-term revenue growth and technological integration against immediate concerns regarding dilution and the company's path to eVTOL commercialization.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is currently trending following a leadership transition and ongoing investor speculation regarding the company's long-term production ramp-up of critical minerals. Community sentiment is deeply divided, with many traders discussing potential undervaluation against the backdrop of federal support and acquisition news, while others express frustration over recent price volatility and execution risks.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork is trending as investors weigh strong quarterly earnings beats and raised full-year guidance against lingering concerns over the impact of AI on freelance demand. While some community members view the current share price as a deep value opportunity bolstered by recent buybacks, others remain skeptical about the platform's ability to monetize in an increasingly automated gig economy.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is seeing a significant spike in investor interest driven by speculation that a major data center lease agreement is imminent, as reflected in aggressive call option activity and performance incentives tied to a late-July signing deadline. Community discussion remains polarized, with bulls pointing to the company's large-scale power infrastructure and potential AI partnerships as signs of long-term upside, while bears express concern over the company's cash burn and lack of finalized customer contracts.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

VanEck Gold Miners ETF ($GDX) is trending as gold prices recover from a period of volatility, with investors monitoring the metal as a potential safe haven amidst rising national debt and shifting central bank reserves. Community sentiment is mixed, as traders weigh technical chart patterns like descending wedges against the potential for continued volatility driven by macroeconomic catalysts and geopolitical uncertainty.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is trending as traders analyze bullish monthly chart formations and the metal's role as a hedge against currency devaluation. The community is actively discussing silver's potential for a massive upside breakout, driven by anticipation of favorable interest rate environments and increasing industrial demand from the AI and data center sectors.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

Raytheon Technologies is trending due to a major $745 million contract award for SM-3 IIA interceptors, fueling community discussions about the company's massive order backlog and its critical role in replenishing depleted U.S. and allied missile stockpiles. Investors are closely monitoring the stock's recent breakout to new highs, driven by sustained demand for defense hardware and broader sector strength in aerospace and missile systems.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is trending as traders analyze weakening U.S. employment data and the resulting speculation over Federal Reserve interest rate policy, which has spurred a technical breakout for gold. Community sentiment remains mixed, with some investors focusing on historical chart patterns and long-term inflation hedges, while others monitor potential volatility surrounding geopolitical developments and currency fluctuations.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is facing intense volatility as the community remains deeply divided between long-term holders awaiting regulatory clarity and frustrated traders bracing for a potential breakdown below the psychological floor. The conversation is currently dominated by debates over the impact of legislative delays on institutional adoption versus retail participation, while persistent skepticism regarding the token's long-term utility continues to fuel aggressive bearish sentiment.

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?

CBRS heads into Q2 earnings with 88% core revenue growth expected, AI inference momentum and OpenAI gains, but margin pressures remain.


Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA

A sharp July jobs miss could ease rate-hike fears, while Palantir, SpaceX, Cerebras and NVIDIA show signs of AI stock stabilization.

What Makes Cerebras Systems (CBRS) a Bullish Bet?

What Makes Cerebras Systems (CBRS) a Bullish Bet...

Why Bad Jobs News is Good News for Equities

While the negative jobs number is bad news for the economy, it is positive for stocks because it means the Fed is unlikely to raise interest rates.

Cerebras Systems: A Leading AI Semiconductor Company

As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share. 

AI's Trillion-Dollar Infrastructure Buildout is Fueling the Next Wave of Data Center Investment Opportunities

AI's Trillion-Dollar Infrastructure Buildout is Fueling the Next Wave of Data Center Investment Opportunities AI's Trillion-Dollar Infrastructure Buildout is Fueling the Next Wave of Data Center Investment Opportunities PR Newswire NEW YORK, July 29, 2026 Massive spending on AI, cloud computing...

CleanCore Solutions, Inc. (NYSE AMERICAN: ZONE) Signs AI Colocation Services Agreement with Cerebras Systems (NASDAQ: CBRS) for a Data Center Campus in Minnesota

CleanCore Solutions, Inc. (NYSE AMERICAN: ZONE) Signs AI Colocation Services Agreement with Cerebras Systems (NASDAQ: CBRS) for a Data Center Campus in Minnesota CleanCore Solutions, Inc. (NYSE AMERICAN: ZONE) Signs AI Colocation Services Agreement with Cerebras Systems (NASDAQ: CBRS) for a Data...

Can AMD Partnership Strengthen Cerebras' AI Infrastructure Leadership?

CBRS teams up with AMD on a disaggregated AI inference platform targeting ultra-low latency, high throughput and up to 5X better efficiency.


Netflix, AbbVie, Cerebras Systems And An Energy Stock On CNBC's 'Final Trades'

AbbVie shares gained 1.4% to close at $256.92 on Thursday while Transocean shares rose 0.4% to settle at $5.32 during the session.read more...

S&P 500, Dow, Nasdaq End Lower Over Capex Concerns, Surging Oil — CBRS, AMD, GOOGL, TSLA, MSTR In Focus

Equity

Brent crude topped $100 a barrel, stoking inflation fears and driving Treasury yields to their highest levels of the year. 

$CBRS Q1 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.22 up 52.17% YoY
• Reported revenue of $193.41M up 94.35% YoY
• Cerebras Systems anticipates Q2 2026 core revenue of approximately $194.0 million, up 88% year-over-year, with core gross margin in the 36-38% range and core operating margins between (30)% and (32)%.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Bearish 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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