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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 after a preliminary business update revealed record-breaking demand with over $60 billion in new orders and a significant doubling of gross margin guidance. The community is actively debating the potential for a massive short squeeze, with many pointing to the company's strong backlog and improved profitability as evidence that the stock remains deeply undervalued despite persistent skepticism regarding management and legal concerns.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is drawing significant investor interest following strong earnings and a raised financial outlook, fueled by massive backlog growth and surging electrification demand for AI data centers. While some market participants are taking profits due to valuation concerns, the community remains heavily focused on the company's long-term potential as a critical player in global power infrastructure.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares are currently experiencing significant volatility as investors weigh robust quarterly results, including record fiber and wireless additions, against broader market concerns regarding potential long-term competition from Starlink. The community remains focused on the company's foundational role in AI infrastructure and its commitment to consistent dividend payouts, while actively debating whether recent price declines represent an oversold buying opportunity.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing a sell-off as investors react to reports of delays in its Gemini 3.5 Pro model rollout, raising concerns about Google's pace in the competitive AI race. Despite the short-term volatility, the community remains divided between those viewing the pullback as a buying opportunity in a fundamental powerhouse and those wary of the high expectations surrounding AI capital expenditure.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowhead Pharmaceuticals is capturing market attention as the company moves toward Phase 3 data for its plozasiran program in severe hypertriglyceridemia, with the community closely tracking the potential for label expansion and long-term pipeline value. Investors are actively discussing the firm's strategic positioning in the obesity and CNS markets, while navigating volatility driven by index rebalancing and institutional trading patterns.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors aggressively monitor its capital expenditure and AI infrastructure development ahead of upcoming earnings, with sentiment split between concerns over Gemini's performance delays and enthusiasm for the stock's long-term dominance in search and cloud computing. The community is actively debating whether high spending on AI will yield immediate monetization or if Alphabet's massive investment cycle signals a broader shift in market volatility.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors digest the finalization of a multi-year partnership with Virgin Atlantic to launch electric air taxi services in the UK, a development that follows consistent gains and strong volume. Community sentiment remains divided between bulls focused on the company's long-term certification milestones and strategic manufacturing alliance with Toyota, and bears skeptical of high cash burn and potential dilution.

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 is seeing significant volatility as market participants debate its long-term valuation and dependency on AI-related search traffic. Community discussions are split between bearish sentiment over potential content licensing disputes and bullish technical setups centered around the stock's role in the evolving AI and digital advertising landscape.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy (FLNC) is trending as investors weigh an analyst upgrade from Citi, which highlights its role in the energy storage and AI-driven infrastructure buildout, against a volatile technical backdrop characterized by recent insider selling and price sensitivity. The community remains actively engaged in debating the company's long-term growth potential versus its near-term profitability challenges, with many traders closely monitoring support levels and looking for confirmation of further hyperscaler partnerships.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Investors are actively debating the company's aggressive focus on AI-driven digital intelligence and its global store expansion, which continues to drive internal optimism regarding long-term growth despite ongoing price volatility. While some community members remain frustrated by the stock's lack of upward momentum and OTC status, others view current price dips as strategic opportunities to accumulate shares ahead of potential future relisting developments.

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Viant to Participate in Upcoming Investor Conferences

Viant Technology Inc. (Nasdaq: DSP), a leader in CTV and AI-powered programmatic advertising, today announced that members of its management team are scheduled to participate in upcoming investor conferences.Event details are as follows:D.A. Davidson Small Cap ConferenceAugust 11thVirtualCanaccord...

Viant Announces Date of Second Quarter 2026 Financial Results and Conference Call

Viant Technology Inc. (NASDAQ: DSP) today announced it will release its second quarter 2026 financial results after U.S. markets close on Monday, August 10, 2026. Viant will host a conference call and webcast that day at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss business and...

Viant Integrates with Publica by IAS to Expand Premium Connected TV Access

Publica by IAS, a leading ad serving and monetization platform for Connected TV (CTV), today announced an integration with Viant Technology Inc.s Direct Access supply path product that enables Viant advertisers to buy premium CTV inventory from Publica publishers. This creates a more seamless path...

Viant Expands Publisher Solutions to Unlock Greater Performance and Transparency

Viant Technology Inc. (NASDAQ: DSP), a leader in CTV and AI-powered programmatic advertising, today announced the launch of its enhanced Publisher Solutions, a centralized tool set that provides seamless access to critical insights and monetization intelligence across the Viant advertising...

Viant and Ad Fontes Media Bring Political Bias-Based Targeting to CTV News for the First Time

Viant Technology Inc. (NASDAQ: DSP) a leader in CTV and AI-powered programmatic advertising, today announced a new partnership with Ad Fontes Media, the news ratings data and technology company, becoming the first and only DSP to enable news reliability-based targeting within news inventory on...

Viant Technology (DSP) Expands Its Advertising Data Capabilities With A Key Acquisition

Viant Technology (DSP) Expands Its Advertising Data Capabilities With A Key Acquisition...

Viant Technology (DSP) Lags Q1 Earnings Estimates

Viant (DSP) delivered earnings and revenue surprises of -12.50% and +4.53%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Viant Technology Announces First Quarter 2026 Financial Results

Viant Technology Inc. (Nasdaq: DSP), a leader in AI-powered programmatic advertising, today reported financial results for its first quarter ended March 31, 2026. 'Viant delivered record first...

Top Wall Street Forecasters Revamp Viant Technology Expectations Ahead Of Q1 Earnings

Viant Technology (NASDAQ: DSP) to report Q1 earnings on May 11, analysts expect EPS of 7 cents and revenue of $84.81M. Stock rose 2.4% on Friday.read more...

FiscalNote Holdings, Inc. (NOTE) Reports Q1 Loss, Lags Revenue Estimates

FiscalNote Holdings, Inc. (NOTE) delivered earnings and revenue surprises of +28.46% and -0.85%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

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Viant Technology

Viant Technology, Inc. is an advertising technology company, which develops and manages an enterprise software platform. The firm also offers Adelphic, an omnichannel demand-side platform which enables marketers to execute programmatic advertising campaigns. Its solutions include ViantAI, Demand Side Platform, Connected TV Advertising, Omnichannel marketing, and Data Platform. The company was founded by Timothy C. Vanderhook, Christopher John Vanderhook, and Russell T. Vanderhook in 1999 and is headquartered in Irvine, CA.

Viant Technology Inc - Ordinary Shares - Class A

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
Q2 '26	$0.03	--	--	N/A
Q1 '26	-$0.01	-$0.03	-110.35%	MISSED
Q4 '25	$0.17	$0.31	87.07%	BEAT
Q3 '25	$0.05	$0.06	19.52%	BEAT
Q2 '25	$0.01	$0.02	157.47%	BEAT

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DSPViant Technology Inc - Ordinary Shares - Class A

Upcoming Earnings: Q2 '26

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