SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The conversation is dominated by concern over rising Treasury yields, particularly the 10-year yield approaching 4.8%, and ongoing geopolitical tensions involving Iran. Traders are debating whether these factors signal a looming market correction or if the market's continued resilience suggests it is successfully pricing in these risks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending amid heightened investor anxiety over surging global bond yields and their potential to dampen the valuation of tech-heavy constituents. The market is also weighing the impact of rising oil prices and geopolitical tensions, with traders expressing frustration over the index's narrow trading range and the lack of clear directional momentum.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

The conversation surrounding DJT is highly polarized and fragmented, characterized by intense political arguments between supporters and critics of the administration rather than specific financial developments. Traders are largely focused on geopolitical tensions involving Iran and trade policy disputes, while debate persists regarding the company's valuation and business prospects.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dells scheduled quarterly earnings report is driving attention, with traders focused on whether AI-server backlog and data-center demand will support strong results and higher guidance. The community is broadly bullish on the AI-infrastructure outlook, while some warn that elevated valuation, rising memory costs and a potential sell-the-news reaction could pressure shares.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Merck and Modernas positive Phase 3 personalized melanoma-vaccine results have focused attention on Tempus because Personalis, which Tempus is acquiring, supplied genomic sequencing technology used in the program. Traders view the update as validation of Tempus precision-oncology strategy and cite heavy call activity and short interest, while skeptics see the move as a sympathy rally and remain concerned about valuation, dilution, and the Personalis deal terms.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is drawing attention ahead of upcoming earnings as traders weigh preparations to launch Tanager-2 and 18 SuperDoves on SpaceXs Transporter-18 mission against the sharp post-SpaceX-IPO and ATM-related selloff. Bulls cite satellite-imaging demand, backlog and possible earnings strength, while bears focus on dilution, weak momentum and continued pressure across space stocks.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Community-led expansion of the Kendu brandthrough products, businesses, events, and other IRL initiativesis the dominant topic, with traders highlighting persistent activity and continued development despite weak broader crypto conditions. The conversation is overwhelmingly bullish, centered on accumulating and holding, though claims of major future gains remain speculative.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

An Evercore upgrade to Outperform, alongside higher growth expectations and a view that Duolingos product improvements could reignite a major growth cycle, is driving attention. Traders are divided between bullish views on accelerating user engagement and skepticism about valuation, monetization, and potential AI competition.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Anticipation of HPEs fiscal third-quarter earnings is driving attention, with traders focused on whether AI-server, networking, storage and Juniper-related demand will support a strong outlook. Sentiment is broadly bullish, though some traders expect profit-taking or a muted reaction unless results and guidance materially exceed expectations.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is drawing attention ahead of its scheduled Q3 earnings release on September 2, with traders focused on potential data-center contracts, guidance, and progress on the ExxonMobil Rotterdam/PORTHOS carbon-capture demonstration. Bulls anticipate commercial breakthroughs and manufacturing expansion, while skeptics point to the lack of binding hyperscaler contracts, continued dilution, and management concerns.

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Is Lamar Advertising Worth Holding as Growth Meets a Rich Valuation?

LAMR's stronger growth, digital expansion and higher cash generation boost its outlook, but a rich valuation and debt add risk.

Lamar Advertising's Higher AFFO Outlook Highlights Digital Momentum

LAMR raises its 2026 AFFO outlook as digital demand, stronger revenues and cash generation fuel momentum, though cyclicality remains a risk.

Why Fast-paced Mover Clear Channel Outdoor (CCO) Is a Great Choice for Value Investors

Clear Channel Outdoor (CCO) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

Here's What Key Metrics Tell Us About Clear Channel Outdoor (CCO) Q2 Earnings

The headline numbers for Clear Channel Outdoor (CCO) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Clear Channel Outdoor (CCO) Reports Q2 Loss, Beats Revenue Estimates

Clear Channel Outdoor (CCO) delivered earnings and revenue surprises of 0.00% and +3.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Clear Channel Outdoor Holdings, Inc. Reports Results for the Second Quarter of 2026

Clear Channel Outdoor Holdings, Inc. Reports Results for the Second Quarter of 2026 Clear Channel Outdoor Holdings, Inc. Reports Results for the Second Quarter of 2026 PR Newswire SAN ANTONIO, Aug. 5, 2026 SAN ANTONIO, Aug. 5, 2026 /PRNewswire/ -- Clear Channel Outdoor Holdings, Inc. (NYSE: CCO...

Clear Channel Outdoor Holdings, Inc. Completes Sale of its Business in Spain to Atresmedia

Clear Channel Outdoor Holdings, Inc. Completes Sale of its Business in Spain to Atresmedia Clear Channel Outdoor Holdings, Inc. Completes Sale of its Business in Spain to Atresmedia PR Newswire SAN ANTONIO, Aug. 4, 2026 SAN ANTONIO, Aug. 4, 2026 /PRNewswire/ -- Clear Channel Outdoor Holdings, Inc...

Compass Connections, A21, Clear Channel Outdoor and Union Pacific Launch Anti-Human Trafficking Billboard Campaign

Compass Connections, A21, Clear Channel Outdoor and Union Pacific Launch Anti-Human Trafficking Billboard Campaign Compass Connections, A21, Clear Channel Outdoor and Union Pacific Launch Anti-Human Trafficking Billboard Campaign PR Newswire SAN ANTONIO, July 22, 2026 Nationwide Initiative Raises...

Darryl "DMC" McDaniels and Idina Menzel Join National Billboard Campaign To Champion Brighter Futures For America's Kids

Darryl "DMC" McDaniels and Idina Menzel Join National Billboard Campaign To Champion Brighter Futures For America's Kids Darryl "DMC" McDaniels and Idina Menzel Join National Billboard Campaign To Champion Brighter Futures For America's Kids PR Newswire NEW YORK, July 10, 2026 Clear Channel...

Are Business Services Stocks Lagging  Clear Channel Outdoor (CCO) This Year?

Here is how Clear Channel Outdoor (CCO) and Dave Inc. (DAVE) have performed compared to their sector so far this year.

Clear Channel Outdoor Holdings, Inc. engages in the provision of outdoor advertising solutions. It operates through the following segments: America, Airports, Europe-North, and Other. The America segment serves U.S. operations excluding airports. The Airports segment focuses on out-of-home advertising around and within airports in the U.S. and Caribbean. The Europe-North segment consists of Northern and Central Europe, including the U.K., Sweden, Belgium, Norway, Finland, the Netherlands, Denmark, Ireland, Poland, Estonia, Latvia, and Lithuania. The Other segment deals with the operations in Latin America and Singapore. The firm's products include billboards, street furniture, and transit advertising in traditional and digital formats. The company was founded in 1995 and is headquartered in San Antonio, TX.

Clear Channel Outdoor Holdings Inc.

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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