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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom shares are volatile as investors weigh record quarterly results and a massive multi-year AI revenue outlook against a slight miss in fourth-quarter revenue guidance. While retail sentiment remains strongly bullish, traders are debating whether the company's long-term growth projections in the custom chip market are fully sustainable or if the stock is facing near-term institutional selling pressure and potential sector rotation.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood stock is trending amid a rally driven by recent Wall Street price target upgrades and investor optimism regarding the company's diversified revenue streams, including prediction markets and growth in its blockchain platform. While bullish sentiment dominates due to these positive analyst outlooks, some retail traders express frustration over price volatility and perceived algorithmic suppression.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending following a third-quarter "beat and raise" report, where strong demand for AI-driven servers and networking infrastructure prompted the company to increase its future guidance. While the community remains largely bullish on the stock as a value play within the AI space, the share price has faced pressure from investors weighing margin concerns and ongoing supply-chain constraints.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trading with high volatility as traders react to the upcoming Cybercab event, with sentiment divided between enthusiasm for the company's autonomous driving prospects and skepticism regarding the stock's premium valuation. While many are positioning for a potential breakout or short squeeze, others warn of a ‘sell the news’ event, highlighting the stock's recent price swings and long-term concerns over fundamentals.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares surged following a strong quarterly earnings report that featured an increase in full-year guidance and accelerating product revenue driven by enterprise AI demand. While many in the community expressed excitement over the beat-and-raise performance, some traders voiced skepticism regarding the company's valuation, noting its high forward P/E and lack of GAAP profitability.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as investors react to bullish analyst coverage from Berenberg, which initiated the stock with a Buy rating and a $25 price target. Sentiment is mixed, with some traders expressing frustration over recent price volatility while others remain optimistic about the company's long-term growth in the space sector, defense contracts, and AI-driven data capabilities.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx Pharmaceutical shares are trending following a significant sell-off caused by the Phase 3 Aspire study for its experimental Angelman syndrome drug, GTX-102, failing to meet primary and key secondary endpoints. While the news triggered widespread analyst downgrades and concerns over the company's growth pipeline and debt, many traders are discussing potential accumulation opportunities, citing the company's existing commercial revenue and an upcoming FDA decision on a separate therapy.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is facing significant selling pressure and heightened volatility as traders debate whether the stock's recent pullback is an unwarranted overreaction to its quarterly results or a justified correction due to concerns over optical business growth, margins, and elevated market expectations. While many investors express frustration over the sharp decline and suspect institutional manipulation or short-selling, others view the current price as a compelling long-term buying opportunity given the company's strong revenue growth and AI infrastructure positioning.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. is trending as traders speculate on significant upside potential driven by the company's aggressive accumulation of Bitcoin through its treasury operations. Sentiment is heavily influenced by high short interest and anticipation of a potential short squeeze, though some investors remain cautious, citing concerns regarding past dilution.

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

The stock is experiencing significant volatility and a sell-off, driven largely by profit-taking after a period of sustained gains and broader software sector weakness. While some traders view the pullback as a technical shakeout and a buying opportunity, others express concern over the company's high valuation and uncertainty regarding future interest rates.

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Excelerate Energy Releases 2025 Sustainability Report, Highlighting Progress in Energy Security and Responsible Growth

Excelerate Energy, Inc. (the Company or Excelerate) (NYSE: EE) today announced the publication of its 2025 Sustainability Report, highlighting the Companys efforts to strengthen energy security, operate responsibly, and create long-term value for customers, employees, communities, and shareholders...

Excelerate Energy (EE) Surpasses Q2 Earnings Estimates

Excelerate Energy (EE) delivered earnings and revenue surprises of +5.71% and -0.95%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Excelerate Energy, Inc. Q2 Profit Climbs

(RTTNews) - Excelerate Energy, Inc. (EE) released earnings for its second quarter that Increases, from the same period last year...

Excelerate Energy Reports Strong Second Quarter 2026 Results

Excelerate Energy, Inc. (NYSE: EE) (Excelerate or the Company) today reported its financial results for the second quarter ended June 30, 2026. RECENT HIGHLIGHTS Reported Net Income of $50.1 million for the second quarter Reported Adjusted EBITDA of $120.1 million for the second quarter Executed a...

ConocoPhillips Gears Up to Report Q2 Earnings: What's in the Cards?

COP heads into Q2 earnings with higher oil prices lifting prospects, while volatility, unhedged output and operational disruptions pose risks.

Diversified Energy Gears Up for Q2 Earnings: What's in the Cards?

DEC's Q2 results may reflect portfolio optimization, steady production and lower debt. while Camino benefits remain out of reach.

Excelerate Energy Announces Quarterly Dividend Increase

Excelerate Energy, Inc. (the Company or Excelerate) (NYSE: EE) announced today that its Board of Directors has declared a quarterly cash dividend, with respect to the quarter ended June 30, 2026, of $0.09 per share of Class A common stock, representing an approximately 13% increase from the prior...

Excelerate Energy (EE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Excelerate Energy (EE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Excelerate Energy Announces Second Quarter 2026 Earnings Conference Call Date

Excelerate Energy, Inc. (NYSE: EE) (the Company or Excelerate) will release its second quarter 2026 results on Wednesday, August 5, 2026, following the close of U.S. financial markets. The earnings release and presentation for the second quarter 2026 results will be available on the investor page...

Excelerate Energy (EE) Q1 2026 Earnings Transcript

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• Reported GAAP EPS of $0.38 up 153.33% YoY
• Reported revenue of $329.26M up 60.97% YoY
• Excelerate Energy has raised and narrowed its full-year 2026 Adjusted EBITDA guidance range to between $490 million and $515 million, while committed growth capital guidance has increased to $380-$400 million.

Excelerate Energy experienced a sequential decline in Adjusted EBITDA due to seasonal factors, while facing ongoing geopolitical risks in the Middle East and general operational challenges in international markets.

Excelerate Energy expanded its global footprint through new long-term infrastructure contracts in Colombia and Jordan, while increasing its dividend and advancing strategic FSRU conversion projects for future growth.

Excelerate Energy, Inc. engages in the provision of liquefied natural gas (LNG) solutions. Its services include floating storage and regasification units, LNG import infrastructure development, and LNG and natural gas supply. The company was founded on September 10, 2021 and is headquartered in The Woodlands, TX.

Excelerate Energy Inc - Ordinary Shares - Class A

Excelerate Energy Signs $450 Million Deal To Build Iraq’s First LNG Import Terminal

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
Q3 '26	$0.42	--	--	N/A
Q2 '26	$0.35	$0.37	6.18%	BEAT
Q1 '26	$0.38	$0.37	-2.17%	MISSED
Q4 '25	$0.35	$0.28	-20.09%	MISSED
Q3 '25	$0.32	$0.45	40.49%	BEAT

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