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

Ethereum

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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GE Vernova is drawing attention after quarterly results triggered a sharp selloff over an earnings miss, despite stronger revenue, raised full-year guidance, and a record backlog tied to power, grid, and AI data-center demand. Traders are divided between viewing the reaction as an overreaction and buying opportunity versus warning that valuation, wind-segment losses, tariffs, and execution risks justify further downside.

Lilly taps obesity windfall for more M&A. Plus, Elon Musk remarks pull GE Vernova lower

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading...

Elon Musk Is Trying to Break GE Vernova's AI Power Bottleneck

SpaceX is building gas-turbine parts in Texas as Elon Musk targets a casting bottleneck GE Vernova says is slowing AI power projects.read more...

GE Vernova vs. Vistra: The AI Power Stock to Buy Now for 2026 and Beyond

Key PointsGE Vernova provides global energy infrastructure and helps generate a quarter of the world's electricity...

GE Vernova's Electrification Revenue Jumped 68% on Data Center Deals in a Single Quarter. So Why Did the Stock Sell Off?

Key PointsGE Vernova's power and electrification businesses continue to explode while its wind segment widens its losses...

A Wall Street Journal Report on $3 Trillion in Off-Balance-Sheet AI Commitments Recently Tanked Vertiv and GE Vernova. Here's What Actually Changed.

Key PointsThe artificial intelligence industry's leading names have seemingly overcommitted themselves to future spending plans...

What we learned from Warsh's Jackson Hole speech, and GE Vernova's CFO to retire

GE Vernova vs. Bloom Energy: Which AI-Power Bet Has More Upside Ahead?

Key PointsBloom Energy's shares have enjoyed a strong run in 2026, with shares climbing more than 150...

RIVN Stock Slips After-Hours As CFO Exits For GE Vernova Amid R2 Ramp 

Equity

Claire McDonough will remain CFO for two months to hand off strategic work with CEO RJ Scaringe and the leadership team, Rivian said.

GEV Stock Reverses 6-Day Red Streak: Retail Eyes $1,000 Soon

GE Vernova announced a joint venture with LS Electric, a South Korean electric power equipment company, on Wednesday.

How Much More Power Do AI Data Centers Need Right Now? Morgan Stanley Says 38 Gigawatts. Here Are 3 Stocks Cashing In on That Opportunity.

Key PointsNatural gas power turbine maker GE Vernova remains the top investment prospect of the movement simply because its solution is proven and readily available...

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.

Extremely Bullish 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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