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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

Amazon is seeing strong market optimism following a significant earnings beat driven by accelerating growth in its AWS cloud segment and expanding retail margins. Community sentiment is heavily focused on the company's aggressive AI-related capital expenditure and the sustainability of cloud demand, with many investors anticipating continued upward momentum.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is surging as investors aggressively rotate back into beaten-down AI and semiconductor stocks following strong earnings reports from major tech players. Despite broader macroeconomic concerns, the market is currently driven by intense short-covering and speculative momentum that has sparked a significant, high-volume recovery.

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

Reddit shares are experiencing heightened volatility as investors weigh the company's strong revenue growth and AI data licensing potential against concerns regarding user engagement trends and the future of search traffic partnerships. The community remains deeply divided, with bulls pointing to robust financial fundamentals and high-value data as long-term catalysts, while bears highlight potential headwinds from moderation policies and reliance on external search traffic.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is experiencing significant volatility as investors weigh a strong record-breaking quarterly performance against broader market macro concerns and institutional price target adjustments. While some community members are frustrated by the stock's recent price action, others are actively accumulating shares on the dip, betting that the company's long-term growth and platform expansion will eventually overcome current headwinds.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors weigh significant recent volatility alongside anticipation for potential Alloy Kore announcements and positive commentary on the QNX platform from industry figures. The community remains divided, with long-term bulls highlighting institutional interest and technical moats, while skeptics focus on recent insider selling and price declines.

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 seeing intense volatility and massive volume as the community debates whether the stock is undergoing a historic short squeeze or experiencing a bull trap following a significant hedge fund liquidation. Investors are actively analyzing the company's AI infrastructure pivot and power capacity while clashing over the sustainability of recent price swings.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is seeing significant upward momentum as investors react positively to strong quarterly results, specifically highlighting robust Azure cloud growth and sustained enterprise AI demand. The community is actively debating the sustainability of this AI-driven rally, with many traders focused on whether this performance signals a broader sector recovery or a temporary short-covering squeeze.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is facing significant downward pressure following disappointing quarterly growth metrics and conservative forward guidance, which has fueled intense debate among investors regarding the platform's long-term profitability. Community discussion remains polarized, with bears focusing on slowing engagement and regulatory scrutiny, while bulls are pointing to the company's recent massive share repurchase authorization as a potential foundation for a stabilization and eventual rebound.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing a massive, short-squeeze-driven rally following the forced liquidation of a major AI-focused hedge fund, which triggered a violent reset in AI infrastructure stocks. Community sentiment is currently split between traders celebrating a sharp rebound fueled by institutional re-entry and skeptics warning that the current momentum may be a temporary dead cat bounce amidst ongoing sector volatility.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.

Cardano

Cardano ($ADA.X) is facing intense community polarization, with bulls highlighting upcoming network upgrades and whale accumulation as signs of a massive impending breakout, while bears express deep frustration over the token's multi-year price decline and project leadership. Discussion is currently focused on the potential for a rebound driven by broader regulatory developments and technical advancements, though sentiment remains heavily divided between those aggressively accumulating and those abandoning the project.

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Cohu (COHU) Q2 Earnings and Revenues Surpass Estimates

Cohu (COHU) delivered earnings and revenue surprises of +85.71% and +3.47%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cohu Reports Second Quarter 2026 Results

Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today reported fiscal 2026 second quarter net sales of $149.0 million and GAAP loss of $0.2 million or $0.00 per share. Net sales for the first six months of 2026...

TER Rides on Strong Semiconductor Test Segment: More Upside Ahead?

Teradyne rides on AI-driven semiconductor test demand as record revenues, booming compute growth and expanding memory opportunities fuel momentum into the third quarter.


FORM Builds AI Testing Capacity Through Keystone Pact: What's Ahead?

FormFactor's Keystone Microtech pact expands Taiwan support and testing capacity for AI, HBM, advanced packaging and high-speed chips.


Should You Buy, Sell or Hold FormFactor Stock Before Q2 Earnings?

FORM heads into Q2 earnings with AI, HBM and advanced packaging momentum, but valuation and trade risks temper the upside.


Cohu To Announce Second Quarter Financial Results on July 30

Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, will release financial results for second quarter 2026 on Thursday, July 30, 2026, at 1:00 p.m. Pacific Time/4:00 p.m. Eastern Time. The Company will host a live...

FormFactor Jumps 111% YTD: Is There More Room for the Stock to Rise?

FORM's AI-driven HBM momentum, broader chip-testing wins and CPO growth support its outlook despite premium valuation and margin pressure.


Why Cohu Stock Raced Nearly 6% Higher Today

Key PointsHe feels the company is well-positioned to capitalize on the current feverish build-out of AI capacity...

Bassett Furniture and Winnebago have been highlighted as Zacks Bull and Bear of the Day

BSET and WGO are named Zacks Bull and Bear of the Day, while FORM's AI infrastructure opportunity and competition with TER and COHU are also examined.

Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?

FORM's AI infrastructure push is fueling demand for probe cards, HBM testing, GPUs, custom ASICs and CPO, with revenue gains eyed through 2030.


$COHU Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.00
• Reported revenue of $149M up 38.37% YoY
• Cohu expects third quarter 2026 sales to be in a range of $170 million +/- $7 million, while also raising its annual AI-driven compute opportunity pipeline to approximately $850 million.

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Cohu, Inc.

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.00
• Reported revenue of $149M up 38.37% YoY
• Cohu expects third quarter 2026 sales to be in a range of $170 million +/- $7 million, while also raising its annual AI-driven compute opportunity pipeline to approximately $850 million.

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Cohu, Inc. engages in the provision of back-end semiconductor equipment and services. It offers test and handling capital equipment, interface products, and related services to the semiconductor and electronics manufacturing industries. The company was founded in 1947 and is headquartered in San Diego, CA.

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.

Current Price	$46.45
Prev Close	$39.34
Open	$43.51
Dividend Yield	0.00%
50-Day Moving Average	$55.84
Beta	1.89
Avg. Volume	1.65M
PE Ratio	-39.15

52-Week High	$74.60
52-Week Low	$17.87
Market Capitalization	$1.86B
EPS (Annual)	-$1.59
Price to Book	2.85
Revenue Per Employee	$158,542.53

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