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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 upcoming Q3 earnings report is the dominant focus, with traders watching for strong guidance as well as a beat amid pressure on AI stocks. Bulls expect continued growth to support the valuation, while skeptics argue expectations are so high that solid results may not prevent profit-taking.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A breakout to a 52-week high has fueled speculation about a potential buyout, with traders pointing to unusual call activity, high short interest, and uncertainty around the earnings announcement. Others view the move as momentum ahead of earnings and upcoming BRIUMVI and subcutaneous-program milestones; no acquisition is confirmed.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports of Marvells potential acquisition of Lumentum have driven attention, with traders worried that a large deal could require substantial stock issuance or debt and dilute shareholders. Others see strategic value in combining Marvells chips with Lumentums optical technology for AI data centers, but the talks remain unconfirmed and deal terms are unknown.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention after a steep share-price decline, with traders debating election-related bets and Iran-war headlines as possible sources of further volatility. Bearish posts point to dilution and the stocks weak performance, while some speculate that a favorable election outcome or Iran deal could prompt a rebound.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

Attention centers on ABCL635, AbCelleras investigational non-hormonal treatment for menopausal hot flashes: traders are weighing its positive Phase 2 results and additional conference data against the still-awaited durability and next-step clinical updates. Many are bullish on the drugs potential and recent analyst coverage, while others say the optimism is premature without 12-week data and a clearer Phase 3 plan.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is drawing attention after a sharp selloff alongside semiconductor peers, as Intels weak outlook and broader doubts about returns on AI infrastructure spending weigh on the sector ahead of AMDs earnings report. Traders disagree on whether the decline is sympathy selling that overlooks AMDs AI and server-chip growth, or a sign that high valuations and demand expectations are being repriced; many are watching managements guidance for clarity.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

Geopolitical supply risks tied to the Iran conflict, Strait of Hormuz shipping threats and attacks on energy infrastructure dominate discussion around XLEs rally. Traders point to elevated oil prices and bullish technical momentum, while others warn that diplomacy or a pullback in crude could reverse gains.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Middle East conflict and threats to oil flows through the Strait of Hormuz are driving attention to USO, as traders weigh supply disruption and depleted inventories against possible U.S.-Iran diplomacy. The community is split between bullish bets on continued supply risk and expectations that a ceasefire or deal could pull crude lower, contributing to sharp swings in sentiment.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts strong quarterly results and accelerating Azure growth drew attention, but the post-earnings rally faded as traders debated whether heavy AI infrastructure spending and new borrowing will generate sufficient returns. Some see strong cloud demand and positive cash flow as a differentiator, while others worry that rising costs are weighing on the stock.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas negative S&P outlook, tied to uncertainty over heavy AI infrastructure spending and free cash flow, is driving concern alongside the companys planned share offerings and dilution risk. Traders are split between questioning whether AI investments will earn adequate returns and arguing that Metas strong advertising business and Muse could eventually monetize the spending.

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BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up

Bloom Energy's Q3 earnings beat estimates as revenues surge 138.1% on record product sales, stronger margins and rising demand, prompting a higher 2026 outlook.

BKV (BKV) Soars 7.4%: Is Further Upside Left in the Stock?

BKV (BKV) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Should You Buy, Hold or Sell Alto Ingredients Stock Post Q2 Earnings?

ALTO has delivered stronger second-quarter profitability, but export headwinds, rising costs and estimate cuts cloud the near-term outlook.

Gevo (GEVO) Q2 2026 Earnings Call Transcript

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Can 45Z Tax Credits Become Alto Ingredients' Next Earnings Driver?

ALTO's 45Z tax credits are contributing to earnings as it works to expand eligible production and lower carbon intensity.

NANO Nuclear to Report Q3 Earnings:  Buy, Hold or Sell the Stock?

NNE stock heads into Q3 results with improving loss estimates, key regulatory progress and nuclear logistics wins supporting its outlook.

Gevo, Inc. (GEVO) Reports Q2 Loss, Beats Revenue Estimates

Gevo (GEVO) delivered earnings and revenue surprises of +50.00% and +2.23%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Texas Pacific (TPL) Tops Q2 Earnings and Revenue Estimates

Texas Pacific (TPL) delivered earnings and revenue surprises of +4.21% and +1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

 Bloom Energy Q2 Earnings Beat Estimates on Product Growth, View Up 

BE's second-quarter earnings and revenues rise on product growth and onsite power demand, prompting higher 2026 revenue, profit and EPS guidance.

Could E15 Adoption Unlock Alto Ingredients' Next Growth Phase?

ALTO could gain from broader year-round E15 sales, which may lift ethanol demand as operations improve and 45Z credits support production.

Gevo, Inc. engages in the development and production of renewable fuels, chemicals, and other products for hard-to-decarbonize sectors. It operates through the following segments: Gevo, GevoFuels, GevoRNG, and GevoND. The Gevo segment focuses on research and development activities related to the future production of sustainable aviation fuel and other renewable hydrocarbon products, chemicals, plastics and materials, as well as intellectual property, corporate oversight, and development of the Verity platform. The GevoFuels segment focuses on the development, construction, and operation of Alcohol-to-Jet projects. The GevoRNG segment includes operations related to the production of renewable natural gas from agricultural feedstocks. The GevoND segment includes the company's low-carbon ethanol and carbon capture and sequestration operations acquired from Red Trail Energy in 2025. The company was founded by Christopher Michael Ryan, Matthew W. Peters, Peter Meinhold, and Frances Hamilton Arnold on June 9, 2005 and is headquartered in Englewood, CO.

Gevo Inc

Why Is GEVO Stock Sliding 12% Premarket Today?

Equity

Bullish Sentiment

Shares of GEVO slide premarket  | Representative image: Getty Images

The renewables fuel management company Gevo Inc said that the loan conditions for the project were not commercially viable in the project area. 

The renewables fuel management company said that the loan conditions for the project were not commercially viable in the project area. 

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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