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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 beat revenue and profit estimates while showcasing a massive, record-setting revenue backlog. The community is actively debating the company's long-term viability, with bulls highlighting the explosive demand for AI infrastructure, while skeptical traders and bears point to heavy cash burn, significant debt obligations, and aggressive capital expenditure as potential risks.

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 in sentiment following a robust earnings beat, marked by a massive revenue backlog and aggressive guidance for the upcoming fiscal year that has fueled strong community optimism for a short squeeze. Despite some lingering institutional skepticism regarding corporate governance, investors are closely monitoring the stock as a key AI infrastructure play, with many bullish participants viewing recent price levels as a significant discount relative to the company's growth trajectory.

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 seeing intense investor focus as the market anticipates upcoming earnings, driven by a series of high-profile defense contract wins and significant institutional interest. The community is actively debating the stock's potential for a short squeeze, citing high short interest and speculative discussions regarding future partnerships and expansion within the autonomous drone sector.

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

MSTR is trending as investors weigh recent strategic selling of Bitcoin holdings against ongoing share dilution and broader debates surrounding the Digital Asset Market Clarity Act. Community sentiment remains polarized, with intense discussion focused on whether the stock's recent price action represents a sustainable recovery or a trap driven by institutional capital flows.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing significant downward pressure as market sentiment remains weighed down by broad athletic sector weakness, competitive headwinds in China, and a recent analyst downgrade that cut the stock's price target. While a vocal segment of the community remains frustrated by the stock's long-term stagnant performance, some investors are aggressively accumulating shares at current levels, viewing the brand as a resilient blue-chip play that is currently oversold and offering attractive value.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing is currently trending as investors debate its long-term potential against heavy short interest and stagnant price action following a recent earnings report. The community is actively weighing the company's significant cash position and revenue growth against concerns about dilution, profitability, and the broader speculative nature of the quantum sector.

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 trending as investors react to strong financial results and a raised revenue outlook, fueling intense community debate over its growth potential versus high short interest. Discussion is currently dominated by bullish sentiment regarding the company's role in scaling metal 3D printing for the aerospace and defense sectors, while some traders closely monitor technical support levels following recent volatility.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility as investors weigh strong international growth, particularly in the Asia-Pacific region, against concerns over decelerating revenue growth in the Americas and heightened competition from rivals like Hoka. While community sentiment remains divided between bulls highlighting the company's robust balance sheet and premium brand positioning, and bears citing rich valuation multiples, active discussions are centered on whether current price movements represent an oversold opportunity or a broader structural slowdown in the premium footwear sector.

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 double beat on quarterly earnings and revenue, driven by strong guest traffic and robust same-restaurant sales growth. While the community is actively discussing the company's category-defining brand momentum and aggressive store expansion plans, some investors remain cautious, focusing on the stock's high valuation multiples compared to its industry peers.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is trending as a major AI infrastructure beneficiary after reporting a significant surge in AI-related orders and issuing a strong forward outlook that surpassed analyst expectations. Investors are actively debating the stock's long-term sustainability as a networking backbone for AI data centers, weighing its shift toward high-growth infrastructure against the broader market's cautious focus on valuations and broader tech sentiment.

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Carlyle Q2 Earnings Beat Estimates on Higher AUM, Expenses Rise Y/Y

CG beats Q2 earnings and revenue estimates as performance revenues climb and AUM grows y/y.

Carlyle (CG) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Carlyle (CG) 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.

The Carlyle Group Q2 26 Earnings Conference Call At 8:30 AM ET

(RTTNews) - The Carlyle Group Inc. (CG) will host a conference call at 8:30 AM ET on August 5, 2026, to discuss Q2 26 earnings results...

The Carlyle Group Inc. Q2 Income Declines

(RTTNews) - The Carlyle Group Inc. (CG) released a profit for second quarter that Drops, from last year...

IVZ vs. CG: Which Stock Is the Better Value Option?

F.L.Putnam Announces Strategic Minority Investment from Bixby Wealth Solutions

F.L.Putnam Announces Strategic Minority Investment from Bixby Wealth Solutions F.L.Putnam Announces Strategic Minority Investment from Bixby Wealth Solutions PR Newswire LYNNFIELD, Mass., July 29, 2026 Investment provides FLP with additional capital to support advisor growth, enhance the client...

IVZ or CG: Which Is the Better Value Stock Right Now?

EQT To Acquire AI Infrastructure Platform Copia Power From Carlyle

(RTTNews) - EQT Corp. (EQT), on Friday, agreed to acquire Copia Power, an integrated power and AI infrastructure platform, from The Carlyle Group Inc. (CG...

EQT to acquire Copia Power, a leading integrated power and AI infrastructure platform

EQT to acquire Copia Power, a leading integrated power and AI infrastructure platform EQT to acquire Copia Power, a leading integrated power and AI infrastructure platform PR Newswire NEW YORK, July 10, 2026 Copia Power develops, owns and operates integrated large-scale energy and digital...

Content Partners and Carlyle Global Credit Announce Single-Asset Continuation Vehicle Providing New Capital for Film and TV Growth

Content Partners and Carlyle Global Credit Announce Single-Asset Continuation Vehicle Providing New Capital for Film and TV Growth Content Partners and Carlyle Global Credit Announce Single-Asset Continuation Vehicle Providing New Capital for Film and TV Growth PR Newswire LOS ANGELES, June 16...

The Carlyle Group, Inc. is a global investment firm. It operates through the following segments: Global Private Equity (GPE), Global Credit (GC), and Carlyle AlpInvest. The GPE segment focuses on buyout and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. The GC segment includes funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions, and global capital markets. The Carlyle AlpInvest segment provides comprehensive investment opportunities and resources for investors and clients to build private equity portfolios through fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs. The company was founded by William Elias Conway Jr., Daniel Anthony D'Aniello, and David Mark Rubenstein in 1987 and is headquartered in Washington, DC.

Carlyle Group Inc (The)

Carlyle Confirms Deal To Buy Majority Stake In AI-Focused IT Consultancy Firm Adastra

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	$1.08	--	--	N/A
Q2 '26	$0.91	$1.07	17.49%	BEAT
Q1 '26	$0.93	$0.89	-4.49%	MISSED
Q4 '25	$1.00	$1.01	1.18%	BEAT
Q3 '25	$0.98	$0.96	-1.55%	MISSED

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