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Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is currently trending amid heavy retail speculation regarding its drone technology portfolio, with community sentiment deeply polarized between investors betting on a long-term defense industry 'supercycle' and bears highlighting concerns over significant share dilution and the stock's recent downward price action. Traders are actively discussing the impact of recent institutional backing, ongoing government contracts, and whether the stock's current price levels represent an accumulation opportunity or a structural risk.

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 significant volatility as investors weigh speculation about a major Australian data center contract against concerns over executive compensation and dilution. The community remains deeply divided, with some traders viewing the current pullback as a discounted entry point for the long-term AI infrastructure thesis, while others are increasingly critical of management's capital allocation and communication.

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 is currently trending as investors grapple with volatility in the semiconductor sector, fueled by reports of overcapacity in AI compute and tactical shifts in hyperscaler spending. The community remains deeply divided, with some traders citing 'AI bubble' fears and price manipulation, while long-term bulls point to institutional backing and upcoming product cycle catalysts as reasons to buy the dip.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is currently experiencing heightened volatility and intense social media scrutiny as investors track rumors of a potential data center lease agreement with Meta. While the community remains divided over management's ability to pivot from Bitcoin mining to high-performance AI infrastructure, the stock continues to be a focal point for traders weighing aggressive expansion plans against broader crypto sector headwinds.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to strong aircraft delivery momentum and multiple new defense and commercial contract wins, which are fueling investor optimism about its operational turnaround. Despite occasional headline-driven volatility, the community is focused on the company's stabilizing production rates and the potential for long-term free cash flow growth.

Vera Therapeutics, Inc. is a clinical stage biotechnical company which engages in the development and commercialization of transformative treatments for immunological diseases. The company was founded by Marshall Fordyce in May 2016 and is headquartered in Brisbane, CA.

Vera Therapeutics Inc - Ordinary Shares - Class A

Vera Therapeutics is trending as investors weigh its potential as a buyout candidate following competitor acquisition activity and recent clinical progress in its IgA nephropathy pipeline. Community sentiment remains highly focused on the upcoming PDUFA date as traders debate whether the approval is already priced in or if the stock is primed for a post-approval breakout.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is experiencing significant upward momentum as investors speculate on a major short squeeze driven by a tight, institutional-heavy float, a persistent buyback program, and aggressive short positions. Community members are actively sharing data-driven theories about the company's AI-focused restructuring and comparing the technical setup to past historical short-squeeze events.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending following a reported $3.5 billion bid to acquire Ultra Maritime, a move investors see as a strategic play to deepen vertical integration into undersea and anti-submarine warfare technologies. The market is actively discussing the stock's role within a broader defense sector shift, weighing the significance of this potential acquisition against recent contract momentum and ongoing geopolitical demand.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

VanEck Gold Miners ETF ($GDX) is trending as gold miners see aggressive institutional accumulation and option activity, fueled by central banks ramping up physical gold reserves to record levels. The community is actively debating the sector's decoupling from broader market volatility, with many traders viewing recent pullbacks as strategic entry points ahead of potential monetary easing and persistent inflationary pressures.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing increased investor focus as a defensive rotation drives capital into healthcare, bolstered by analyst upgrades, earnings optimism, and ongoing AI-driven operational efficiencies. Community sentiment remains largely bullish, with traders actively debating the stock's ability to clear key resistance levels and sustain momentum following a successful period of technical consolidation.

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Will Gaming Expansion Help Microsoft Anchor the Cloud Reach?

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Electronic Arts (EA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Electronic Arts, Inc. engages in the development, marketing, publication, and distribution of games, content, and services for game consoles, PCs, mobile phones, and tablets. The firm develops and publishes games and services across various genres, such as sports, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Anthem, Need for Speed, and Plants v. Zombies brands, and license games, including FIFA, Madden NFL, and Star Wars brands. The firm also provides advertising services and licenses its games to third parties to distribute and host its games. It markets and sells its games and services through digital distribution channels, as well as through retail channels, such as mass-market retailers, electronics specialty stores, and game software specialty stores. The company was founded by William M. Hawkins III and William Gordon in 1982 and is headquartered in Redwood City, CA.

Electronic Arts, Inc.

EA Stock Jumps Pre-Market After Announcing $55 Billion Acquisition By PIF, Silver Lake, Affinity Partners

Equity

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
Q1 '26	$0.82	--	--	N/A
Q4 '25	$2.39	$1.50	-37.39%	MISSED
Q3 '25	$4.72	$4.88	3.26%	BEAT
Q2 '25	$1.30	$1.25	-4.02%	MISSED
Q1 '25	$0.11	$0.25	126.37%	BEAT

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EAElectronic Arts, Inc.

Upcoming Earnings: Q1 '26

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