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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 following a preliminary business update where the company reported a record backlog exceeding $60 billion and projected gross margins nearly doubling to 15-17%, signaling stronger-than-expected profitability and continued demand for AI infrastructure. Community members are actively debating the sustainability of these margins and the potential for a short squeeze, given significant institutional short interest and conflicting reactions from analysts regarding the company's long-term transparency and management.

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 trending as investors rally around a surge in new defense contracts and strong volume, fueling optimism for a potential short squeeze. The community is actively discussing the company's autonomous drone technology, the high cost to borrow shares, and the expectation that upcoming earnings will validate a long-term growth thesis.

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 high volatility as investors weigh the platform's potential for AI data monetization against concerns regarding traffic sustainability and contract negotiations with major search engines. The community remains deeply divided, with many actively debating whether current pullbacks are tactical buying opportunities or signs of underlying platform instability heading into upcoming earnings.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing extreme volatility and massive, unusual trading volume as the community debates whether the heavy activity signals institutional accumulation or ongoing market manipulation. Investors are increasingly focused on the stock's significant short interest and strategic pivot toward agentic AI, with many monitoring for a potential breakout above key resistance levels that could trigger a squeeze.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending ahead of its quarterly earnings release as investors remain sharply divided over whether enterprise AI will drive long-term software demand or act as a disruptive threat. The community is actively debating the stock's recent volatility, with many traders looking for a potential bounce or "snapback" fueled by strong subscription growth and AI-focused institutional buybacks.

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 C

Alphabet is currently in focus as investors await earnings, with market participants closely scrutinizing the company's capital expenditure on AI infrastructure and its ability to monetize these investments. Community discussion remains polarized, featuring debates on the potential impact of hyperscaler spending on semiconductor stocks, concerns over contract renegotiations with major publishers, and skepticism regarding the competitive edge of upcoming Gemini AI model releases.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as intensifying U.S.-Iran military strikes and mounting threats to critical shipping routes like the Strait of Hormuz and the Bab el-Mandeb Strait fuel investor anxiety over supply disruptions. The community is actively debating the geopolitical risks to energy markets, with many traders closely watching for signals of further escalation or diplomatic intervention that could lead to volatility.

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 trending as investors weigh a bottom-line earnings miss against strong order growth and an raised fiscal year outlook, with many viewing the pullback as a buying opportunity to gain exposure to the AI-driven power infrastructure cycle. The community remains focused on the company's massive order backlog and its strategic position as a critical provider of turbines and grid equipment for expanding data center energy requirements.

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 is trending following a better-than-expected earnings report that beat profit expectations, driven by strong growth in fiber and wireless subscriber additions. While some investors remain cautious about long-term competition from satellite-based services, the community is actively discussing the company's aggressive share repurchase plans and its foundational role in building the infrastructure necessary for AI.

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 trending following positive Phase 3 topline results for its plozasiran program in patients with severe hypertriglyceridemia, which successfully met primary and secondary endpoints. The community is actively discussing the drug's best-in-class potential for acute pancreatitis risk reduction and the broader implications for Arrowhead's maturing RNAi platform.

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CNA Outperforms Industry, Hits 52-Week High: How to Play the Stock

CNA Financial's premium growth, underwriting strength and shareholder returns position the insurer for continued long-term growth.

Will First American Financial (FAF) Beat Estimates Again in Its Next Earnings Report?

First American Financial (FAF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

First American Financial (FAF) Earnings Expected to Grow: Should You Buy?

First American Financial (FAF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

First American Data & Analytics Brings One of the Nations Largest Property Datasets to ArcGIS for Decision-Ready GIS Workflows

First American Data & Analytics, a premier provider of property intelligence, risk, valuation and data solutions and a division of First American Financial Corporation (NYSE: FAF), today announced that its industry-leading property intelligence datasets, the largest and most comprehensive in the...

FAF Outperforms Industry, Trades Near 52-Week High: Time to Hold?

First American's commercial title strength, AI adoption and rising investment income support growth, though housing weakness remains a risk.


Why First American Financial (FAF) is a Great Dividend Stock Right Now

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does First American Financial (FAF) have what it takes? Let's find out.

CB's Capital Deployment Reflects Financial Discipline and Resilience

Chubb's disciplined capital strategy combines steady dividend growth, large buybacks and reinvestment to support long-term shareholder value.

RLI's Capital Deployment Strategy Reflects Financial Strength

RLI's disciplined capital strategy combines dividend growth, special dividends and buybacks while supporting long-term business growth.

First American Financial Announces Second Quarter 2026 Earnings Conference Call

First American Financial Corporation (NYSE: FAF), a premier provider of title, settlement and risk solutions for real estate transactions and the leader in the digital transformation of its industry, today announced that it will host a conference call to discuss its second-quarter 2026 earnings...

CNA Financial's Technology Strategy Strengthens Operations

CNA is using AI, analytics and cloud technologies to improve underwriting, streamline operations and support long-term profitability.

First American Financial Corp. engages in the provision of title insurance and settlement services to the real estate and mortgage industries. It also provides other financial services and risk solutions. It operates through the following segments: Title Insurance and Services, Specialty Insurance, and Corporate. The Title Insurance and Services segment offers title insurance, escrow, closing services and similar or related financial services domestically and internationally in connection with residential and commercial real estate transactions. The Specialty Insurance segment issues property and casualty insurance policies and sells home warranty products. The Corporate segment includes the investment and management of the company's venture investment portfolio. The company was founded in 1889 and is headquartered in Santa Ana, CA.

First American Financial Corp

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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