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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently a focal point for investors as it approaches a highly anticipated earnings report, with community sentiment split between extreme bullishness on AI-driven growth and concerns over its premium valuation. Market participants are actively debating the company's ability to maintain its high revenue growth and operational momentum, leading to increased volatility and a high implied move in the options market as the stock trades near key technical support levels.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending as investors aggressively debate the stock's valuation and long-term potential heading into upcoming earnings, with the community actively tracking high short interest and monitoring signs of institutional accumulation. Supporters view the current price as an asymmetric opportunity driven by persistent consumer demand for functional beverages, while others remain cautious about macroeconomic headwinds and recent share price volatility.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co. is trending as the community debates its box office performance with the success of recent blockbuster releases alongside concerns regarding the company's long-term stock stagnation and streaming strategy. Investors are actively discussing the potential impact of future earnings, structural changes, and the company's ability to maintain growth in a competitive media landscape.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is trending following an earnings announcement that initially caused a pullback, but shares subsequently surged as investors focused on strong order growth, margin expansion potential, and aggressive expansion into grocery and logistics services. Community discussion is split between bullish sentiment over the stock's growth trajectory and drone delivery initiatives, and bearish concerns regarding the platform's long-term profitability, competition from AI-driven discovery tools, and consumer fatigue over high delivery fees.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently experiencing significant downward volatility and intense community debate as investors react to technical breakdowns and diverging opinions on the firm's long-term fundamental value. Discussions are heavily focused on the stock's massive short interest, potential institutional accumulation, and the lingering speculation surrounding a strategic partnership with POSCO.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is experiencing significant momentum and retail attention as investors position for its upcoming merger with Agility Robotics, a company recently validated by strategic backing from industry heavyweights like NVIDIA and Amazon. The community is actively discussing the potential for Agility to become a dominant player in the commercial humanoid robotics market, drawing frequent comparisons to past successful SPAC mergers and heightening speculation over future institutional acquisition interest.

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 currently trending as investors debate the impact of a recent $1.5 billion shelf offering and a broader sector-wide rotation following the public entry of major space industry competitors. While some investors remain optimistic due to the company's surging backlog and strategic partnerships with entities like Google, others are expressing concern over the stock's persistent volatility and its tendency to trade in lockstep with the broader, currently pressured space sector.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending due to heightened geopolitical tensions in the Middle East, specifically following renewed missile attacks and subsequent U.S. military responses. Market participants are actively debating the sustainability of these price spikes, with many citing the cycle of announced 'peace deals' versus continued conflict as a primary driver of volatility.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore Corp. is trending as investors monitor high-stakes legal battles involving federal authority, potential pipeline restarts, and speculation regarding its role in a West Coast Strategic Petroleum Reserve. The community remains deeply divided, with many actively debating the impact of upcoming court rulings and the company's ability to navigate persistent regulatory headwinds while managing its debt obligations.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber Technologies is trending as investors react to reports of advanced acquisition talks with Delivery Hero, a move intended to significantly scale its global food delivery footprint. While the stock faces ongoing volatility from macro sentiment and skepticism regarding robotaxi partnerships, the community remains divided between those viewing the potential expansion as a long-term strategic catalyst and those frustrated by the stock's recent stagnant price action.

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Ameren Q2 Earnings Surpass Estimates, Revenues Decline Y/Y

AEE tops earnings estimates as infrastructure investments and lower fuel costs lift profit, even as revenues decline and miss expectations.

Edison International Q2 Earnings Surpass Estimates, Revenues Miss

EIX Q2 earnings surge 58.8% and beat estimates by 51%, while revenues decline and miss expectations.

IDACORP Q2 Earnings Outpace Estimates, Revenues Increase Y/Y

IDA surpasses Q2 earnings estimates as customer growth, rate changes and large contracts lift results, while revenues rise and guidance improves.

American Electric's Q2 Earnings Lag Estimates, Revenues Increase Y/Y

AEP's Q2 earnings miss estimates as tax timing and a prior transaction weighed despite 7% revenue growth and raised 2026 guidance.

CMS Energy Q2 Earnings Match Estimates, Revenues Decrease Y/Y

CMS' Q2 adjusted EPS matches estimates but drops 47.9% as revenues slip and operating income declines year over year.

CMS Energy (CMS) Meets Q2 Earnings Estimates

CMS Energy (CMS) delivered earnings and revenue surprises of 0.00% and -4.25%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

CMS Energy Announces Second Quarter Results, Strategic Decision on NorthStar Clean Energy Services, Introduces Guidance for 2027

CMS Energy Announces Second Quarter Results, Strategic Decision on NorthStar Clean Energy Services, Introduces Guidance for 2027 CMS Energy Announces Second Quarter Results, Strategic Decision on NorthStar Clean Energy Services, Introduces Guidance for 2027 PR Newswire JACKSON, Mich., July 28, 2026...

PG&E Q2 Earnings Surpass Estimates, Revenues Increase Y/Y

PCG beats Q2 earnings estimates as expanding data center demand and lower operating expenses help offset a revenue miss.

NorthWestern (NWE) Reports Next Week: Wall Street Expects Earnings Growth

NorthWestern (NWE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: CMS Energy (CMS) Q2 Earnings Expected to Decline

CMS Energy (CMS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

$CMS Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.37 down -43.94% YoY
• Reported revenue of $1.83B down -0.49% YoY
• CMS Energy reaffirmed its 2026 adjusted earnings guidance of $3.83 to $3.90 per share and is introducing 2027 earnings guidance of $4.08 to $4.17 per share for the company.

CMS Energy Corp. engages in the provision of electric and natural gas activities. It operates through the following business segments: Electric Utility, Gas Utility, and NorthStar Clean Energy. The Electric Utility segment focuses on generation, purchase, distribution, and sale of electricity. The Gas Utility segment includes purchase, transmission, storage, distribution, and sale of natural gas. The NorthStar Clean Energy segment is involved in domestic independent power production including the development and operation of renewable generation and the marketing of independent power production. The company was founded in 1987 and is headquartered in Jackson, MI.

CMS Energy Corporation

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	$1.13	--	--	N/A
Q2 '26	$0.36	$0.37	3.11%	BEAT
Q1 '26	$1.10	$1.13	2.79%	BEAT
Q4 '25	$0.93	$0.95	1.87%	BEAT
Q3 '25	$0.86	$0.93	8.17%	BEAT

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Latest Earnings Results: Q2 '26

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