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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

Speculation that Anthropic is IRENs previously undisclosed AI-cloud customer has sparked bullish interest, but traders note the partnership remains unconfirmed and debate whether it would be new business or an already disclosed contract. Optimism over AI demand is tempered by concerns about IRENs infrastructure execution and the recent selloff.

W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

A dramatic, news-light surge in WFF has fueled momentum trading, with traders attributing the move to heavy volume, FOMO and possible short covering rather than a confirmed company catalyst. Bulls are betting on further gains, while bears warn of a pump-and-dump reversal and possible dilution; acquisition claims remain unverified.

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

Palantirs breakout to fresh all-time highs, reinforced by bullish analyst moves and optimism about sovereign AI demand, is driving attention ahead of Q3 earnings. Bulls are celebrating the momentum and anticipating further short covering, while skeptics cite the stretched valuation and warn of a pullback.

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

Repeated analyst upgrades and reported Cathie Wood buying, alongside defense-contract and drone/hypersonics growth themes, are drawing attention to KTOS. Traders are divided as the shares remain near 52-week lows: bulls point to the companys growth prospects and backlog, while bears cite valuation, insider selling, and persistent weak price action.

ETF Opportunities Trust - T-REX 2X Long GME Daily Target ETF

T-REX 2X Long GME Daily Target ETF

GMEU is drawing attention as a leveraged way to trade GameStops swings, with traders reacting to its sharp move higher and speculating about a short squeeze. Others warn that the fund may not track GME as expected and that daily leverage and volatility can erode returns.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

RIOT is drawing attention amid a sharp, volatile pullback, with traders pointing to Bitcoin-miner weakness and disappointment that its AI/data-center dealsincluding the Anthropic leasehave not supported the share price. Bulls see the pivot and a potential Corsicana tenant as future catalysts, while skeptics question whether the AI contracts can offset the stocks Bitcoin exposure and are watching for further technical support.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Johnson & Johnson is drawing attention ahead of its quarterly report, alongside widespread speculation that it could acquire Sellas Life Sciences (SLS) for its oncology assets. The buyout talk is unconfirmed, and some traders are focused instead on earnings and J&Js recent share strength.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys partnership with Meta to enable purchases through Muse using Shop Pay has fueled optimism that AI shopping agents could drive transactions through Shopifys merchant and checkout network. Bulls see a new growth channel, while skeptics question how quickly it can be monetized and warn the sharp rally may be vulnerable to a pullback.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

RETIREs recent gains and renewed trending activity are fueling heavy community promotion of the Solana tokens on-chain 401(k) and early-retirement narrative, with supporters touting weekly DCA and long-term holding. Others criticize it as a speculative pump-and-dump and point to selling pressure, so enthusiasm is not unanimous.

Zillow Group, Inc. engages in the provision of real estate and home-related information marketplaces on mobile and the web. The company was founded by Richard N. Barton and Lloyd D. Frink in December 2004 and is headquartered in Seattle, WA.

Zillow Group Inc - Ordinary Shares - Class C

Zillow Group Inc Class C

Zillows earnings and lowered residential outlook are fueling debate against a weak housing backdrop, with traders pointing to high mortgage rates and muted home-buying activity. Some view the selloff as overdone and the stock as undervalued, while others expect continued pressure as housing demand remains subdued.

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ITC Ltd.

Adani Enterprises Ltd

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Want Better Returns? Don't Ignore These 2 Oils and Energy Stocks Set to Beat Earnings

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

First Solar (FSLR) Stock Declines While Market Improves: Some Information for Investors

First Solar (FSLR) reached $172.11 at the closing of the latest trading day, reflecting a -1.74% change compared to its last close.

First Solar Files Patent Infringement Lawsuit Against JA Solar & American Panel Solutions

First Solar, Inc. (Nasdaq: FSLR) ("First Solar") today announced it has filed a lawsuit against JA Solar Technology Co., Ltd., JA Solar International, Ltd., JA Solar Vietnam Co., Ltd. and JA Solar Industrial Corp. (collectively, "JA Solar"), together with American Panel Solutions LLC ("AMPS...

Will First Solar (FSLR) Beat Estimates Again in Its Next Earnings Report?

First Solar (FSLR) 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.

Is T1 Energy Moving Toward Vertical Integration in Solar?

TE is expanding beyond module manufacturing with domestic cell production, upstream sourcing and solar technology to build an integrated US supply chain.

Investors Heavily Search First Solar, Inc. (FSLR): Here is What You Need to Know

Recently, Zacks.com users have been paying close attention to First Solar (FSLR). This makes it worthwhile to examine what the stock has in store.

Why Investors Need to Take Advantage of These 2 Oils and Energy Stocks Now

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

FSLR Stock Heads For Its Worst Week In Over A Month — Roth Says US Polysilicon Crackdown Could Provide A Tailwind

Equity

Roth said First Solar’s recent selloff comes amid tighter U.S. import rules, but expects reduced stockpiling to support polysilicon and module pricing.

First Solar (FSLR) Suffers a Larger Drop Than the General Market: Key Insights

The latest trading day saw First Solar (FSLR) settling at $171.86, representing a -10.48% change from its previous close.

FSLR Stock Hits Fresh 52-Week Low As Target Cuts, Slower Booking Visibility Weigh — Peers Enphase, SolarEdge Also Down  

Earlier this week, GLJ Research cut the price target on FSLR to $250 from $314.43 while keeping a buy rating. 


First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

Bearish Sentiment

Hold rates steady

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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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