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Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently the subject of intense debate following its first public earnings report, which showcased significant revenue growth alongside ongoing concerns regarding massive capital expenditures and upcoming share lock-up expirations. The community remains deeply divided between long-term proponents betting on Starlink and AI infrastructure potential and skeptics citing high valuations and the risk of heavy insider selling.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD shares are experiencing significant volatility following a second-quarter earnings report that beat top and bottom-line expectations but failed to satisfy investors' aggressive, elevated anticipations. While the company highlighted record data center revenue and strong AI infrastructure demand, the community remains divided between those viewing the pullback as a buying opportunity based on solid fundamentals and bears arguing that the stock's premium valuation leaves no room for anything less than a massive earnings blowout.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing a strong recovery fueled by a string of significant government contract wins and sustained backlog growth, which investors view as evidence of its ability to decouple from sector volatility. The community is focused on the company's operational execution and upcoming earnings, with many viewing the recent price action as an accumulation opportunity while anticipating further momentum from the upcoming Neutron rocket debut.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as investors respond to strong earnings results and raised guidance, fueling community excitement over the company's turnaround and its positioning in the AI and mobile advertising space. While some traders are monitoring technical support levels and potential volatility, many are discussing the stock's significant upward momentum and its potential to capture market share through its strategic partnerships.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is trending following significant new contract wins and funding awards that highlight growing demand for its unmanned systems, hypersonics, and defense technologies. The community is actively discussing the stock's long-term growth potential and strong government contract backlog, while navigating concerns over its recent volatility and technical performance relative to broader defense sector trends.

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 Technologies is surging following an earnings report that showcased significant revenue growth and raised forward guidance, fueling intense debate between long-term bulls and short sellers. Community sentiment is currently driven by a mix of celebration over the stock's massive rally and ongoing speculation about whether this momentum will lead to new highs or trigger a sharp correction.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is experiencing significant market attention following positive Q2 earnings results, which featured robust revenue growth and a return to GAAP profitability. The community is actively discussing the company's strong origination volume and the potential impact of its conditional bank charter approval, despite ongoing debates regarding short interest levels and macroeconomic pressures.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is under significant scrutiny following a disappointing cardiovascular trial result for ziltivekimab, which prompted investor concern about the company's R&D productivity and competitive standing against rivals like Eli Lilly. Despite this setback, the community remains intensely focused on the strong commercial momentum of the oral Wegovy pill and is actively debating whether current valuation levels present a value opportunity ahead of upcoming earnings.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is facing intense downward pressure and volatility as investors scrutinize its upcoming earnings report against a backdrop of significant short interest and concerns over dilution from the pending LivePerson acquisition. The community remains deeply divided, with bulls pointing to recent institutional stake increases and enterprise contract expansions as evidence of long-term potential, while bears highlight consistent share price declines and skepticism regarding management's execution.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as investors aggressively debate the outcome of its PDUFA date following a positive 10-3 advisory committee vote, with the community split between betting on a major short squeeze upon approval and anticipating a crash due to potential dilution or a third rejection. The conversation is dominated by extreme volatility, with many users highlighting the lack of official news as a sign of high-stakes maneuvering between institutional traders and retail investors.

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This Defense Stock Is Down 35% In 2026 – The Company Just Secured A $64.8M Contract From Office Of Naval Intelligence

Equity

Leidos’ latest Navy contract will build on its work since 2021 and will help improve operational capabilities, bolster information-sharing security, and boost technology adoption for the Hopper Global Communications Center.

Chipotle Shares Drop 8% After Hours On Falling Traffic And Flat Sales Guidance 

However, both the company’s fourth earnings and revenue numbers beat Wall Street expectations. 


 Netflix, WBD Will Continue To Operate As They Are Doing Now, Ted Sarandos Tells Senate 

Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market. 


Seagate Shares Rallied 19% Today — How Much More Upside Does The Street See?

The data storage company received a slew of price target updates from Wall Street analysts after it reported Q2 earnings that beat market expectations. 

CVNA Shares In Spotlight After Gotham City Research Highlights Red Flags — What Does The Street Think?

Gotham City said in its report that Carvana’s earnings are overstated by over $1 billion and is “far more dependent” on its related parties, DriveTime and Bridgecrest, than disclosed. 


TXN Shares Soar 8% After Hours: What’s Driving Investor Optimism Despite Q4 Earnings Miss?

The semiconductor company now expects Q1 earning per share in the range of $1.22-$1.48, above an analyst estimate of $1.25 at the midpoint. 


Seagate Beats Earnings, Revenue Expectations In Q2 On Strong Data Center Demand

Seagate Technology posted Q2 revenue of $2.8 billion, about 21.5% higher year-on-year and above analyst estimates of $2.71 billion, as per Fiscal.ai data. 

 GM Shares Rally On Strong 2026 Outlook, $6B Share Buyback Program Despite Tariff And EV Demand Woes

The company now expects full year adjusted and diluted earnings per share of $11 - $13, above the $10.60 reported in FY25.


Leidos To Buy Entrust Solutions For $2.4B To Expand Energy Infrastructure

The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business. 

Nike To Reportedly Lay Off 775 Additional Employees

CNBC reported on Monday, citing people familiar with the matter, that the new layoffs will mostly impact distribution center roles in Tennessee and Mississippi


Dimensional ETF Trust - Dimensional US High Profitability ETF

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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