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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trading amid its latest earnings release, where surging AI Cloud revenue and a $4B contracted ARR milestone offset a large GAAP net loss driven by decommissioned Bitcoin hardware. The community is heavily debating management's high expenditures, dilution risks, and upcoming capacity growth.

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

Marvell Technology is trending as investors weigh strong AI data-center revenue growth and raised multi-year guidance against a narrow earnings beat and lower margin outlook. Retail traders on Stocktwits are actively debating the post-earnings sell-off and whether the stock will mirror recent semiconductor volatility.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike shares surged following a strong quarterly earnings report featuring record net new ARR and raised full-year guidance, driven by accelerating enterprise demand for AI-powered cybersecurity.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trading sharply higher following strong quarterly earnings, a beat-and-raise performance, and robust ARR growth, though community sentiment remains mixed over short-term after-hours volatility.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences (SLS) is seeing high volume and strong upward momentum as retail traders discuss potential sector tailwinds from personalized cancer vaccine discussions and eagerly await upcoming trial data catalysts.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

Gap is trending as investors digest the company's latest earnings report, with community discussions heavily focused on strong brand comp sales, tariff impacts, and full-year profit forecast adjustments.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Investors are closely watching the upcoming Netflix extended trailer event and upcoming earnings release, while debating pre-order momentum and potential game delays.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

Hyperliquid Strategies is rallying sharply as the HYPE token hits new record highs and the company reports strong financial results, fueling community discussions about a potential short squeeze.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm shares are rallying as investors digest robust quarterly revenue and strong gross merchandise volume growth, while communities debate valuation and credit health.

Energy Transfer LP engages in natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities, and gathering systems and delivery of natural gas to industrial end-users and other pipelines. The Midstream segment consists of natural gas gathering, compression, treating, processing, storage, and transportation. The NGL and Refined Products Transportation segment engages in the operations transport, store and execute acquisition, and marketing activities utilizing a complementary network of pipelines, storage and blending facilities, and strategic off-take locations that provide access to multiple NGL markets. The Crude Oil Transportation and Services segment provides transportation, terminalling, acquisition, and marketing services to crude oil markets. The Investment in Sunoco LP segment refers to the distribution of motor fuels to independent dealers, distributors, and other commercial customers and the distribution of motor fuels to end-user customers at retail sites. The Investment in USAC segment offers compression services to its customers in connection with infrastructure applications including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Kelcy L. Warren in 1996 and is headquartered in Dallas, TX.

Energy Transfer LP - Unit

Energy Transfer LP Unit

Investors are actively accumulating units as strong earnings growth, rising dividend distributions, and surging natural gas demand for AI data centers continue to drive bullish sentiment.

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Connection Awarded NASA SEWP VI Government-Wide Acquisition Contract

Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading provider of information technology solutions to business, government, healthcare, and education markets, is pleased to announce that it has been awarded a NASA Solutions for Enterprise-Wide Procurement (SEWP) VI Category A Government-Wide...

Connection Achieves HPE Triple Platinum Plus Status

Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading provider of information technology solutions to business, government, healthcare, and education markets, is pleased to announce that it has been awarded the status of HPE Triple Platinum Plus, the highest status within the HPE Partner Ready...

Are Retail-Wholesale Stocks Lagging  PC Connection (CNXN) This Year?

Here is how PC Connection (CNXN) and Five Below (FIVE) have performed compared to their sector so far this year.

Inside Move: PC Connection's CEO McGrath Sells Shares Worth $4.3 Million

Key PointsAcross two days, McGrath sold 50,000 shares...

Zacks.com featured highlights include PC Connection, Everus Construction, Blue Bird, Expeditors International of Washington and Valero Energy 

DuPont analysis highlights five quality stocks, including PC Connection, Everus Construction and Expeditors International, based on key ROE drivers.

Use DuPont Analysis to Pick 5 Top-Ranked Quality Stocks

Do you have more faith in DuPont analysis than simple ROE? 5 top-ranked stocks -- CNXN, ECG, BLBD, EXPD and VLO -- stand out on profitability, asset efficiency and leverage scores.

PC Connection (CNXN) is a Great Momentum Stock: Should You Buy?

Does PC Connection (CNXN) have what it takes to be a top stock pick for momentum investors? Let's find out.

Is PC Connection (CNXN) Stock Outpacing Its Retail-Wholesale Peers This Year?

Here is how PC Connection (CNXN) and CarMax (KMX) have performed compared to their sector so far this year.

PC Connection (CNXN) Q2 Earnings and Revenues Beat Estimates

PC Connection (CNXN) delivered earnings and revenue surprises of +25.96% and +11.25%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Connection (CNXN) Reports Second Quarter 2026 Results

Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading information technology solutions provider to business, government, healthcare and education markets, today announced results for the second quarter ended June 30, 2026. The Company also announced that its Board of Directors declared a...

$CNXN Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.31 up 33.67% YoY
• Reported revenue of $854M up 12.41% YoY

PC Connection, Inc. engages in the development and provision of information technology solutions. It operates through the following segments: Business Solutions, Enterprise Solutions and Public Sector Solutions. The Business Solutions segment includes outbound telemarketing, on-site sales solicitation and Internet sales. The Enterprise Solutions segment offers method of sourcing, evaluating, purchasing and tracking of IT products and services. The Public Sector segment offers outbound telemarketing, including some on-site sales solicitation by business development managers, and Internet sales through Internet Business Accounts. The company was founded by Patricia J. Gallup and David Hall in 1982 and is headquartered in Merrimack, NH.

PC Connection, Inc.

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.

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