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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility as investors weigh its long-term $99B contract backlog against hyperscaler competition concerns following reports of Meta's potential entry into the AI compute market. While the community remains deeply divided between those viewing the pullback as an institutional accumulation opportunity and others concerned by persistent insider selling and debt-related risks, the stock continues to be heavily influenced by its status as a high-beta proxy for AI infrastructure demand.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently experiencing high volatility following reports that Meta plans to build a cloud business to sell excess AI compute capacity, which has fueled investor concerns about potential margin pressure and increased competition in the infrastructure space. Despite the negative price action, the community remains divided, with many long-term bulls dismissing the news as a minor threat compared to the company's existing multi-billion dollar contracts and persistent structural supply shortages in the global AI hardware market.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail investors rally behind the stock's potential for a massive short squeeze, driven by a tight float and high short interest compared to other quick-service restaurant peers. Community members are actively sharing concerns about share lending while comparing the symbol to previous high-volatility meme stocks, creating a narrative focused on challenging institutional short positions.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp (BULL) is currently seeing high volatility and intense community debate as traders grapple with resistance at the 7 dollar level and frequent price manipulation claims. While bulls point to institutional accumulation and potential revenue growth from recent regulatory changes, many retail participants are expressing frustration over stagnant performance compared to industry peers and the systematic decay of short-term options.

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

Meta is surging as reports of a potential cloud business to monetize excess AI compute capacity shift the narrative from heavy capital expenditures to a clearer path for long-term revenue. While the market debates whether this reflects AI infrastructure oversupply or efficient resource utilization, community sentiment remains split between excitement over improved ROIC and skepticism regarding Meta's ability to compete with established hyperscalers.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as investors debate the potential acquisition of eBay and the impact of the company's fiscal outlook, while the community remains divided between those expecting a massive short squeeze and others skeptical of the firm's strategic direction.

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 facing significant selling pressure fueled by market fears regarding potential competition from SpaceX's satellite services and negative analyst sentiment. Despite these concerns, many community members remain bullish, viewing the stock as a reliable, high-yield defensive play and an undervalued opportunity for long-term accumulation.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital is facing increased investor attention driven by upcoming Russell 3000 index inclusion and anticipation of a potential hyperscaler tenant lease deal. While some in the community remain focused on the bullish long-term potential of its energy-integrated data center infrastructure, others are expressing frustration over recent price volatility and the ongoing lack of a formal partnership announcement.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy is attracting intense investor focus as the primary baseload power provider for the AI data center buildout, with community sentiment bullish on its nuclear fleet and strategic long-term contracts with major hyperscalers. While the stock has faced recent volatility and selling pressure due to share lockup expirations and sector-wide de-risking, investors remain heavily engaged in discussions about the company's role in solving the growing electricity bottleneck.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

The Walt Disney Company remains a focal point for investors as the community debates the stock's long-term valuation versus its recent sluggish price action. Discussions are heavily split between optimism surrounding the box office success of major franchises and concerns over park monetization, streaming growth, and unresolved leadership questions.

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Iridium (IRDM) Soars 25.4%: Is Further Upside Left in the Stock?

Iridium (IRDM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

How is Gilat Benefiting From Rising Defense SATCOM Demand? 

GILT is seeing rising demand for mobile defense SATCOM solutions, driving new military orders, tech advances and a growing global pipeline.


Satellogic Rides on Healthy Demand Trends: Should You Buy the Stock?

SATL is riding rising Earth observation demand, defense contract momentum and AI-first satellite technology as the stock extends its six-month surge.

Can the Comtech Acquisition Enhance GILT's Competitive Edge in Satcom?

Gilat's $157.5M deal for CMTL's Satellite & Space Communications unit could expand its defense reach, tech capabilities and market access.

Gilat To Acquire Comtech's Satellite & Space Communications Business; Comtech Shares Up

(RTTNews) - Gilat Satellite Networks Ltd. (GILT), a satellite communications technology company, on Monday announced a definitive agreement to acquire the majority of the Satellite & Space Communications segment of Comtech Telecommunications Corp. (CMTL) for $157.5 million in cas...

Comtech Announces Definitive Agreement to Sell Most of Its Satellite and Space Communications Business to Gilat

Comtech Telecommunications Corp. (NASDAQ: CMTL) (Comtech or the Company), a global communications technology leader, today announced that it has entered into a definitive agreement (the Transaction) to sell most of its Satellite and Space Communications (S&S) segment to Gilat Satellite Networks...

Will AT&T and SpaceX Agreements Reshape EchoStar's Future?

SATS targets about $44.65B in transactions with AT&T and SpaceX to monetize spectrum, reduce debt and expand wireless offerings.

Gilat (GILT) Upgraded to Strong Buy: What Does It Mean for the Stock?

Gilat (GILT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

EchoStar Stock Up 627% in a Year: Should Investors Buy, Hold or Fold?

SATS' Wireless and Broadband gains lifted OIBDA and narrowed losses, even as Pay-TV and broadband subscriber declines persist.

Zacks Investment Ideas feature highlights: Gilat Satellite Networks, Satellogic and EchoStar

GILT draws attention ahead of the SpaceX IPO as revenue growth, earnings estimate upgrades and satellite demand fuel investor interest.

Gilat Satellite Networks Ltd. engages in the provision of broadband satellite communication and networking solutions and services. It operates through the following business segments: Fixed Networks, Mobility Solutions, and Terrestrial Infrastructure Projects. The Fixed Networks segment provides advanced fixed broadband satellite communication networks, satellite communication systems and associated professional services and comprehensive turnkey solutions and fully managed satellite network services solutions. The Mobility Solutions segment provides advanced on-the-move satellite communications equipment, systems, and solutions, including airborne, maritime and ground-mobile satellite systems and solutions. The Terrestrial Infrastructure Projects segment provides network infrastructure construction of the fiber and microwave network of PRONATEL in Peru. The company was founded by Yoel Gat, Gideon Kaplan, Amiram Levinberg, Joshua Levinberg, and Shlomo Tirosh in 1987 and is headquartered in Petah Tikva, Israel.

Gilat Satellite Networks

GILT Stock Shot Up Nearly 5% Today – What’s The Boeing Connection?

Equity

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.11	--	--	N/A
Q1 '26	$0.04	$0.18	350.00%	BEAT
Q4 '25	$0.14	$0.20	46.34%	BEAT
Q3 '25	$0.09	$0.20	110.53%	BEAT
Q2 '25	$0.03	$0.21	600.00%	BEAT

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GILTGilat Satellite Networks

Upcoming Earnings: Q2 '26

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