SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Hawkish Fed Chair Kevin Warsh remarks, elevated inflation and oil risks, and rising expectations for a September rate hike are pushing long-term Treasury yields higher and pressuring TLT. Traders are divided between bears focused on persistent fiscal and inflation risks and bulls expecting Treasury Secretary Scott Bessents planned bond buybacks to support long-end prices and trigger a short squeeze.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

California wildfire legislation failed to provide the liability and financing protections investors had expected, leaving Edison International exposed to potentially significant wildfire claims and prompting analyst downgrades and a sharp selloff. Traders are divided between viewing the move as an overreaction and buying the utility for its dividend and regulated business, while others warn of credit, dividend, and long-term liability risks.

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

Anticipation of Teslas Cybercab and robotaxi launchreinforced by pedal-less Cybercabs being added to Texass official robotaxi rosteris driving the attention and bullish momentum. Traders cite short covering and heavy call activity, while skeptics argue the event may be a sell-the-news catalyst and question Teslas autonomy execution versus Waymo.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

A Panasonic Advanced Technology collaboration with Jasmy and JANCTION, including a Smart Render product using distributed GPUs and reported major reductions in rendering time, is driving attention. Traders view the announcement and related JasmyChain utility as evidence of real-world adoption, while skeptics question direct demand for JASMY and continue to cite weak volume and exchange-delisting concerns.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Unauthorized Grand Theft Auto VI gameplay leaks are driving attention and a sharp selloff, with traders debating whether the footage signals unfinished performance, a possible delay, or a compromised release. Bulls argue the leaks are outdated test builds and may expand publicity ahead of the launch, while skeptics cite high expectations, monetization uncertainty, and the risk that GTA VI is already priced in.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

GE Aerospace

GE Aerospaces strong quarterly results and higher full-year outlook are drawing attention, but the shares remain under pressure as traders weigh moderating order momentum, supply-chain and geopolitical risks, and a demanding valuation. The community is split between viewing the pullback as a buying opportunity and expecting further consolidation or downside after profit-taking.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

William Blairs Outperform initiation has refocused attention on TeraWulfs transition from bitcoin mining to AI/HPC power infrastructure, supported by hyperscaler relationships and expanding capacity. Traders remain divided: bulls view the pullback as an entry opportunity, while bears point to persistent weakness, insider selling, debt and execution risks despite the favorable coverage.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDBs better-than-expected quarterly results, raised outlook, and continued Atlas and AI-workload momentum have driven intense attention and a broader software-sector re-rating. Traders remain divided after the initial post-earnings surge sharply reversed, with conservative commentary about near-term Atlas growth fueling concerns over valuation and sustainability despite bullish analyst revisions.

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

Upcoming quarterly earnings are the main focus, with traders debating whether strong AI data-center, AEC, and hyperscaler demand will support Credos premium valuation. Bullish investors expect another strong result, while others cite margin, customer-concentration, valuation, and recent AI-sector volatility risks; speculation about Marvell gaining Google business and potential China optical restrictions is adding uncertainty.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Anticipation of Dells fiscal Q2 earnings report is driving attention, with traders focused on whether AI-server demand, backlog, margins and guidance will validate its sharp AI-infrastructure rerating. Bulls expect strong results and continued sector momentum, while bears argue the valuation is stretched and the event could become a sell-the-news catalyst amid margin, macro and low-volume concerns.

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Bitcoin

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Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

NVIDIA Corp

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Mortgage Rates Decline for Second Consecutive Week: 3 mREITs in Focus

Mortgage rates fall for a second week, potentially aiding EFC, NLY & AGNC as refinancing rises and lower rates support mortgage-market activity.

Is Rithm Worth Buying as Low Valuation Meets Rising Cost Pressures?

Is RITM worth buying as its low valuation and broadening earnings base contend with higher expenses, limited liquidity and MSR risks? Let's discuss.

Ellington Financial (EFC) Q2 2026 Earnings Call Transcript

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EFC Second-Quarter Earnings Beat Estimates on Longbridge Strength

EFC's Q2 earnings jump 27.7%, fueled by stronger interest income, solid credit performance and Longbridge's growth.

EFC Q2 Earnings Call Sees High-40s ADE as Longbridge Scales

EFC sees a high-40-cent ADE baseline as Longbridge growth, securitization scale and servicing control support momentum into the third quarter.

Ellington Financial Declares Monthly Common Dividend

Ellington Financial Inc. (NYSE: EFC) ("we") today announced that its Board of Directors has declared a monthly dividend of $0.13 per share of common stock, payable on September 30, 2026 to common stockholders of record as of August 31, 2026. Cautionary Statement Regarding Forward-Looking Statements...

Ellington Financial Inc. Reports Second Quarter 2026 Results

Ellington Financial Inc. (NYSE: EFC) ("we") today reported financial results for the quarter ended June 30, 2026. Highlights Net income attributable to common stockholders of $54.4 million, or $0.43 per common share, including unallocated Corporate/Other income and expense items. $74.2 million, or...

Ellington Financial to Report Q2 Earnings: What to Expect?

EFC heads into Q2 results with revenues expected to jump, while higher costs and market volatility may have weighed on EPS.

Can Longbridge Growth Strengthen Ellington Financial's Earnings Base?

Longbridge boosted EFC's Q1 results with strong reverse mortgage growth, but rising funding costs and one-time gains cloud the path to sustained earnings.

Is Ellington Financial a Buy as Earnings Improve but Costs Rise Now?

EFC's stronger earnings and dividend coverage support its income outlook, but rising costs and market risks keep the investment case balanced.

Ellington Financial Inc. reported net income of $54.4 million, or $0.43 per common share, and Adjusted Distributable Earnings of $75.5 million, or $0.60 per common share, for the second quarter 2026.

Ellington Financial Inc. faced margin compression in its investment portfolio, increased net losses in its Corporate/Other segment, and a sequential decline in the net size of the Longbridge loan portfolio.

Ellington Financial Inc. delivered strong Adjusted Distributable Earnings that exceeded dividends, achieved significant growth in Longbridge origination volumes, and maintained continued book value growth and solid credit performance across portfolios.

Ellington Financial, Inc. engages in the provision of investment services. It operates through the Investment Portfolio and Longbridge segments. The Investment Portfolio segment is focused on investing in a diverse array of financial assets, which includes residential and commercial mortgage loans, reverse mortgage loans, residential mortgage-backed securities, commercial mortgage-backed securities, consumer loans & asset-backed securities backed, collateralized loan obligations, non-mortgage and mortgage-related derivatives, debt and equity investments in loan origination companies. The Longbridge segment consists of the origination and servicing of reverse mortgage loans. The company was founded on July 9, 2007 and is headquartered in Old Greenwich, CT.

Ellington Financial Inc

Bearish 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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