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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels quarterly report sparked a sharp selloff as traders focused on weaker-than-expected forward guidance, despite a solid earnings beat; the company also cited a continuing PC slowdown and a fab disruption. The community is split between calling the drop justified by the outlook and viewing it as an overreaction to otherwise strong results.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results triggered a sharp selloff after earnings and revenue came in slightly below expectations, while heavy AI investment and negative free cash flow heightened concerns about spending and returns. Traders are divided: some see strong AWS growth and operating performance as evidence the business remains solid, while others say cash burn and a cautious outlook overshadow the cloud strength amid broader tech weakness.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks earnings beat and stronger guidance, alongside an announced 8-for-1 stock split, dominate discussion. Traders are frustrated that shares are falling despite the results, debating a sell-the-news reaction and broader tech weakness against bullish views on persistent AI-driven memory demand.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows sharp post-earnings selloff reflects an earnings miss and a softer outlook for near-term contracted-revenue growth, despite continued revenue growth and higher AI targets. Traders are split between viewing the decline as a justified repricing amid slowing growth and AI-disruption concerns, and calling it an overreaction and buying the dip.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated lung-cancer trial results triggered a sharp selloff: the overall response rate was largely unchanged, while stronger results emerged in a small biomarker-selected subgroup, raising questions about the addressable market, durability and regulatory timeline. Traders are split between viewing the subgroup as a promising precision-treatment strategy and seeing the data and managements presentation as disappointing and potentially delaying approval.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits Q3 results beat revenue and EPS expectations, but shares sold off as daily active users came in below estimates, including a decline in U.S. users. Traders are debating whether strong advertising growth can offset concerns about slowing user growth and Google AI search reducing traffic to Reddit.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells reported, unfinalized talks to acquire Lumentum have driven the discussion, with traders focused on how a deal of that scale might be financed and whether it would dilute shareholders or add debt. Some see strategic value in securing optical components for AI data centers, while others view the potential cost and execution risks as outweighing those benefits.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian shares are drawing attention after reports that Volkswagen is weighing Chinese software for some European EVs, raising concerns about the scope of its software partnership with Rivian; traders also note that the stock has weakened despite Rivians reported quarterly beat and improved guidance. Debate centers on whether the VW report threatens future software revenue, while persistent losses and cash burn remain concerns.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategys quarterly results are a major focus: traders note that the headline EPS beat was driven largely by Bitcoin valuation gains while revenue missed, prompting questions about underlying operating performance. Views are divided, with bulls treating MSTR as a leveraged Bitcoin proxy and bears citing Bitcoin weakness, dilution, and preferred-share obligations as risks.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results triggered a sharp selloff, with traders focused on slowing Search growth, uncertainty over monetizing AI-powered search, and heavy AI spending weighing on cash flow despite strong Cloud growth. The community is split between seeing the decline as an overreaction and buying opportunity and warning that weaker search economics and ongoing spending could keep shares under pressure.

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Hubbell (HUBB) Q3 Earnings and Revenues Surpass Estimates

Hubbell (HUBB) delivered earnings and revenue surprises of +2.78% and +0.90%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Cadre Holdings Announces Third Quarter 2026 Earnings and Conference Call Information

Cadre Holdings, Inc. (NYSE: CDRE) (Cadre or the Company), a global leader in the manufacturing and distribution of safety equipment and other related products for the law enforcement, first responder, military and nuclear markets, announced today that it plans to release financial results for the...

Cadre Holdings Declares Quarterly Dividend of $0.10 Per Share

Cadre Holdings, Inc. (NYSE: CDRE) (Cadre or the Company), a global leader in the manufacturing and distribution of safety equipment and other related products for the law enforcement, first responder, military and nuclear markets, today announced that its Board of Directors has declared a quarterly...

Cadre Holdings Announces Participation at Upcoming Investor Conferences

Cadre Holdings, Inc. (NYSE: CDRE) (Cadre or the Company), a global leader in the manufacturing and distribution of safety equipment and other related products for the law enforcement, first responder, military and nuclear markets, announced today that Brad Williams, President, and Blaine Browers...

Insider Activity Update: Brad Williams Executes Options Exercise, Resulting In $1.03M At Cadre Hldgs

On August 19, it was revealed in an SEC filing that Brad Williams, President at Cadre Hldgs (NYSE:CDRE) executed a significant exercise of company stock options.
What Happened: Williams, President at Cadre Hldgs, made aread more...

Cadre Holdings, Inc. (CDRE) Lags Q2 Earnings Estimates

Cadre Holdings, Inc. (CDRE) delivered earnings and revenue surprises of -10.35% and +16.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Here's What Key Metrics Tell Us About Cadre Holdings, Inc. (CDRE) Q2 Earnings

While the top- and bottom-line numbers for Cadre Holdings, Inc. (CDRE) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Cadre Holdings Reports Second Quarter 2026 Financial Results

Cadre Holdings, Inc. (NYSE: CDRE) (Cadre or Company), a global leader in the manufacturing and distribution of safety equipment and other related products for the law enforcement, first responder, military and nuclear markets, announced today its consolidated operating results for the three and six...

ADT (ADT) Tops Q2 Earnings and Revenue Estimates

ADT (ADT) delivered earnings and revenue surprises of +4.55% and +1.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cadre Holdings Announces Second Quarter 2026 Earnings and Conference Call Information

Cadre Holdings, Inc. engages in the manufacture and distribution of safety and survivability products, and other related products for the law enforcement, first responder and military markets. It operates through the following segments: Product and Distribution. The Product segment consists of components that manufacture and sell products. The Distribution segment refers to businesses that serve as a one-stop shop for law enforcement agencies that sell goods produced by the product segment and other third-party products. The company was founded on April 12, 2012 and is headquartered in Jacksonville, FL.

Cadre Holdings Inc

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.

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