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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 trending as investors digest a strong earnings report featuring a massive year-over-year revenue increase and upwardly revised capacity guidance, which has fueled a short squeeze against vocal skeptics. The community is actively debating the company's aggressive infrastructure expansion and comparing its performance to other AI-sector peers, with many bulls anticipating further momentum as the stock recovers from recent bearish pressure.

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 trending following a strong quarterly earnings report that featured revenue growth exceeding expectations, a massive backlog, and increased forward guidance, fueling bullish sentiment across the AI infrastructure sector. While investors are cheering the company's ability to capitalize on intense GPU compute demand, community discussion remains polarized as skeptics emphasize the company's high debt load and ongoing capital intensity.

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 after a massive earnings report featuring an earnings beat, record backlog, and significantly raised revenue guidance that topped analyst expectations. The community is actively debating the potential for a major short squeeze given the stock's high short interest and company confirmation that it currently has no plans to utilize its previously announced ATM program.

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The SPY is currently trading in a tight, range-bound pattern as investors brace for the latest inflation data release, which many in the community anticipate will be heavily managed or "cooked" by government officials to appear in line with expectations. Despite ongoing geopolitical tensions and skepticism regarding economic health, traders are intensely focused on how this key data point will dictate the next move for interest rates and the broader market's ability to maintain its current levels.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp is facing heightened volatility following a significant downward revision to its 2026 revenue guidance, attributed to lower market prices for antimony and delivery shifts. Despite the financial miss and resulting share price pressure, the community remains actively divided between investors frustrated by management's execution and those maintaining a bullish long-term thesis centered on the company's status as the only fully integrated domestic antimony producer.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is gaining traction as investors focus on its vertical integration, particularly in defense and lunar exploration, while balancing sentiment shifts tied to broader space sector volatility. Community discussions are heavily focused on the company's Q2 earnings results, progress on the Eclipse launch vehicle, and whether the stock is positioned for a rerating alongside other emerging space industry players.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is surging following an earnings report that highlighted a significant revenue jump and an increased revenue outlook, fueling intense community excitement around a potential short squeeze. Investors are actively discussing the company's critical role as a high-precision manufacturing supplier for the aerospace and defense sectors, with many speculating that strong industrial demand will drive further gains.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber, Inc. is gaining significant attention from investors as it navigates a volatile period, with recent community discussions focused on its unique retrofit strategy for AI infrastructure and its strategic equity stake held by Bit Digital. The community is closely monitoring the stock's support levels and potential for a breakout, driven by strong AI demand and institutional interest, despite some concerns regarding valuation, short interest, and sector-wide regulatory headwinds.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing significant market interest following the announcement of positive topline Phase 3 results for its DT120 ODT treatment in major depressive disorder. The community is actively debating the stock's future valuation and potential for further clinical success, with many traders closely monitoring a recent share offering and upcoming data readouts for other indications like generalized anxiety disorder.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following a strong quarterly earnings report that featured a notable rise in same-store sales and guest traffic, fueling investor confidence in the brand's long-term growth. While the community is actively debating the stock's premium valuation and the impact of recent industry-wide food safety headlines, many are focused on its successful unit expansion and its potential to mirror the long-term performance of established fast-casual leaders.

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Owens Corning (OC) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

Advance Auto Parts vs. Corning: Which Consumer Stock Is a Better Buy in 2026?

Key PointsAdvance Auto Parts is focusing on its core blended-box model and professional sales to drive a business turnaround...

Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?

JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.

Ciena Down 29% in Past 3 Months: Should Investors Buy, Hold or Sell?

CIEN's AI-driven optical networking demand is fueling record revenue and a $7.7 billion backlog, but supply constraints and costs pose key risks.

NETGEAR Q2 Earnings Beat Estimates, Revenues Decline Y/Y

NTGR's Q2 earnings beat estimates as Enterprise growth and wider margins offset Consumer weakness amid memory-cost headwinds.

Wynn Resorts Posts Upbeat Q2 Earnings, Joins Bloomin' Brands, Shopify, Owens Corning And Other Big Stocks Moving Higher On Wednesday

US stocks rise, Wynn Resorts beat earnings expectations, share price jumps 10.9%. Other companies recording gains in today's session.read more...

Owens Corning Warns Iran Conflict Will Trigger $40 Million Cost Hit Next Quarter

Owens Corning (NYSE: OC) stock rose after Q2 adjusted EPS of $3.93 and revenue of $2.76B beat Wall Street expectations.read more...

Here's How Much $100 Invested In Corning 5 Years Ago Would Be Worth Today

Corning (NYSE:GLW) has outperformed the market over the past 5 years by 19.67% on an annualized basis producing an average annual return of 31.44%. Currently, Corning has a market capitalization of $135.82 billion.read more...

FSLR, ENPH, ARRY, SEDG Stocks Rally – Trump Administration Reportedly Considers Tariffs, Price Floor For Solar Panel Raw Material

Equity

According to a Reuters report, Washington is preparing to introduce a minimum import price, along with tariffs on polysilicon and related products.

Corning Dropped 25% Over a Month: A Major U.S. Bank Expects 66% Gains Over The Near Term

Corning Dropped 25% Over a Month: A Major U.S. Bank Expects 66% Gains Over The Near Term...

$GLW Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.65 up 18.18% YoY
• Reported revenue of $4.5B up 16.65% YoY
• Corning Incorporated expects third-quarter 2026 core sales to grow approximately 16% year over year to a range of $4.9 billion to $5 billion and core EPS to grow approximately 28% year over year.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Bearish 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
Q3 '26	$0.87	--	--	N/A
Q2 '26	$0.76	$0.78	3.25%	BEAT
Q1 '26	$0.69	$0.70	1.19%	BEAT
Q4 '25	$0.71	$0.72	1.85%	BEAT
Q3 '25	$0.66	$0.67	0.83%	BEAT

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