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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 rallying as community sentiment shifts, driven by a significant revenue beat and a massive expansion in its backlog that signals robust demand for AI infrastructure. While bulls are touting the potential for a short squeeze and long-term scaling, bears remain focused on the company's substantial debt load, heavy capital expenditures, and ongoing operational losses.

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 is trending as investors react to a new strategic tender win with the Israeli Ministry of Defense, fueling optimism ahead of upcoming quarterly earnings. The community is actively debating the stock's high short interest and technical setup, with many shareholders anticipating a potential squeeze driven by institutional buying and a robust pipeline of defense contracts.

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 actively trading around the $100 level, drawing intense focus from the community as investors weigh the impact of recent Bitcoin treasury activity and corporate dilution against potential regulatory catalysts. Market participants remain sharply divided, with bulls looking for a breakout driven by institutional momentum while bears continue to highlight concerns over debt obligations and consistent share issuance.

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 after-hours trading following an earnings beat and aggressive forward revenue guidance that significantly outperformed analyst expectations. While the community is debating potential short-squeeze dynamics and the impact of the company's fiscal outlook, long-term investors are highlighting record backlog growth and a broader enterprise customer expansion as key indicators that the stock is currently undervalued.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors react to a strong quarterly report and optimistic guidance, which are being viewed as indicators of sustained demand for optical connectivity in AI data centers. Community discussion is focused on the company's ability to capitalize on market constraints for laser components, with many participants treating recent price pullbacks as buying opportunities while debating the broader momentum within the optics sector.

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 Inc. is seeing intense community focus as investors monitor the company's shift toward commercial revenue execution, fueled by recent strategic semiconductor acquisitions and expansion into photonic quantum systems. Despite lingering volatility and debate over short interest levels, bulls are optimistic that upcoming earnings and new commercial partnerships will serve as catalysts for a major breakout.

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 stock is facing downward pressure following a competitor's weak fiscal report and a J.P. Morgan downgrade that cited concerns over a prolonged turnaround in China. While the community is divided between those viewing the price decline as a long-term value opportunity and those frustrated by the stock's stagnant performance, discussions remain heavily focused on whether current leadership can effectively execute its strategic reset.

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 robust global brand momentum and successful apparel expansion against concerns regarding slowing growth in the Americas. The community remains divided between those viewing the price dip as a long-term entry point for a premium growth story and skeptics highlighting high valuation multiples and increased competition in the footwear 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 experiencing heightened volatility as investors track strong institutional backing and a significant manufacturing capacity expansion alongside recent after-hours earnings momentum. The community is actively debating the company's growth prospects in the aerospace and defense sectors, weighing the potential for a short squeeze against concerns regarding long-term capacity utilization and dilution.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is trending as traders debate its potential for a massive breakout, fueled by optimism surrounding its high volume and ongoing token staking activity. While some community members are bullish on the project's recent feature updates and long-term utility, others remain skeptical, pointing to historical volatility and cautioning against potential short-term pullbacks.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Clarivate Scales Agentic AI Across Cortellis to Advance Drug Development

Clarivate Scales Agentic AI Across Cortellis to Advance Drug Development Clarivate Scales Agentic AI Across Cortellis to Advance Drug Development PR Newswire LONDON, Aug. 6, 2026 Expanded capabilities across Cortellis portfolio help life sciences organizations turn trusted intelligence into action...

Clarivate (CLVT) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Clarivate (CLVT) 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.

Clarivate PLC (CLVT) Q2 Earnings and Revenues Beat Estimates

Clarivate (CLVT) delivered earnings and revenue surprises of +11.77% and +0.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Clarivate Appoints Michael Easton as Chief Financial Officer

Clarivate Appoints Michael Easton as Chief Financial Officer Clarivate Appoints Michael Easton as Chief Financial Officer PR Newswire LONDON, July 29, 2026 ExperiencedClarivate leader brings more than 25 years of financial and operational expertiseLONDON, July 29, 2026 /PRNewswire/ -- Clarivate...

Clarivate Reports Second Quarter 2026 Results

Clarivate Reports Second Quarter 2026 Results Clarivate Reports Second Quarter 2026 Results PR Newswire LONDON, July 29, 2026 Delivers continued progress on strategic and financial priorities through Value Creation Plan Sharpens focus and enhances financial profile with previously announced Life...

Clarivate RiskMark Wins 2026 CODiE Award for Best AI Tool for Lawyers

Clarivate RiskMark Wins 2026 CODiE Award for Best AI Tool for Lawyers Clarivate RiskMark Wins 2026 CODiE Award for Best AI Tool for Lawyers PR Newswire LONDON, July 20, 2026 Prestigious awards program recognizes innovative AI technology transforming trademark risk assessment for legal...

USPTO Launches AI Image Search in Trademark Search System, Powered by Clarivate

USPTO Launches AI Image Search in Trademark Search System, Powered by Clarivate USPTO Launches AI Image Search in Trademark Search System, Powered by Clarivate PR Newswire LONDON, July 16, 2026 LONDON, July 16, 2026 /PRNewswire/ -- Clarivate Plc(NYSE: CLVT), a leading global provider of...

Clarivate Selected by Abes to Modernize French National Academic Library System

Clarivate Selected by Abes to Modernize French National Academic Library System Clarivate Selected by Abes to Modernize French National Academic Library System PR Newswire LONDON, July 14, 2026 New cloud-based, shared and scalable platform based on Alma, Primo and Rapido creates a unified library...

Clarivate to Report Second Quarter 2026 Results on July 29, 2026

Clarivate to Report Second Quarter 2026 Results on July 29, 2026 Clarivate to Report Second Quarter 2026 Results on July 29, 2026 PR Newswire LONDON, July 10, 2026 LONDON, July 10, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, today...

Clarivate Announces Sale of Life Sciences & Healthcare Segment for $600 Million

Clarivate Announces Sale of Life Sciences & Healthcare Segment for $600 Million Clarivate Announces Sale of Life Sciences & Healthcare Segment for $600 Million PR Newswire LONDON, July 6, 2026 Transaction sharpens company's focus on AI-driven transformative intelligence for its leading Academia...

$CLVT Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.42 down -281.82% YoY
• Reported revenue of $587.3M down -5.49% YoY

Clarivate Plc engages in the provision of global information, analytics, and workflow solutions. It operates through the following segments: Academia and Government (A&G), Intellectual Property (IP), and Life Sciences and Healthcare (LS&H). The A&G segment involves the provision of research and analytics, content aggregation, and workflow software solutions using artificial intelligence. The IP segment includes the maintenance, intelligence, and management solutions. The LS&H focuses on solutions for research and development, regulatory and safety, and commercialization. The company was founded in 1864 and is headquartered in London, the United Kingdom.

Clarivate Plc

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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