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Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is experiencing significant volatility and downward pressure as investors prepare for a massive insider share unlock event while simultaneously debating the impact of upcoming Starship flight tests and recent earnings-related sentiment from related stocks like TSLA. The community is deeply divided between long-term believers who view the price dip as a generational buying opportunity and skeptical bears who point to high valuations, share dilution, and concerns over capital expenditure sustainability.

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

Tesla is currently facing significant selling pressure as investors react to mixed quarterly results, characterized by an earnings miss and margin compression coupled with an aggressive capital expenditure forecast. The community is actively debating the company's long-term pivot toward AI and robotics, with many traders questioning the scalability of these high-cost projects against the reality of slowing automotive profitability.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending following a strong earnings report that featured both revenue and EPS beats, while the company reached a major milestone with its AI platform surpassing $1 billion in annual contract value. The community is actively discussing management's bold long-term growth outlook and debating whether these results effectively dispel broader concerns regarding the durability of enterprise software spending in the AI era.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is experiencing significant downward volatility and hitting 52-week lows as investors express frustration over the extended timeline for commercialization and recent insider selling ahead of earnings. While some long-term investors are pointing to new OEM partnerships and expanding potential verticals in data centers and defense as evidence of progress, the community remains divided between those viewing the price drop as a buying opportunity and those concerned about the company's long-term burn rate and lack of immediate revenue.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors weigh an impressive cloud growth acceleration of 82% against concerns over massive capital expenditures and the quality of earnings boosted by non-core equity gains. The community remains divided between those viewing the spending as a vital investment in AI dominance and others concerned about the potential for margin compression and over-investment.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors gear up for the company's upcoming earnings release, with significant community attention focused on its aggressive shift toward AI and cloud infrastructure, which recently saw triple-digit revenue growth. While some traders express caution over recent price volatility and restructuring costs, bullish sentiment remains anchored in Nokia's long-term potential as a key supplier for AI-RAN and optical networking.

WorldFinancial

WorldFinancial (WLFI) is trending amid intense community debate over a recent significant token selloff and ongoing legal challenges involving the Trump familys crypto projects. While critics label the asset a failed grift, vocal bulls are betting on a supply shock driven by upcoming token burns and potential governance utility to fuel a rebound.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to a significant $70 million order intake for its autonomous defense and security technologies, sparking heavy trading volume and speculation regarding a potential short squeeze. Community members are actively debating the impact of increased institutional accumulation and upcoming earnings, while weighing the stock's role in the broader, shifting landscape of autonomous warfare and government defense spending.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending after reporting a massive earnings beat and significant cloud revenue growth, though the stock faced volatility as investors scrutinized a sharp rise in capital expenditures and negative free cash flow. While the community is debating whether this spending represents a necessary long-term investment in AI infrastructure or an unsustainable drain on capital, many are focused on the massive cloud backlog as evidence of future demand.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is experiencing heightened volatility and sector rotation as investors reassess enterprise software valuations amidst concerns regarding AI infrastructure spending and legacy software durability. Community sentiment is deeply split, with some traders viewing the current pullback as a prime accumulation opportunity for durable SaaS leaders, while others argue that aggressive capital rotation into semiconductor and hardware sectors continues to pressure software multiples.

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Is GLW Stock a Smart Investment Option Before Q2 Earnings Release?

Corning's AI-driven optical business and solar growth support its outlook as Corning heads into Q2 earnings. Is the momentum enough to continue?

Optical Stocks: The AI Trade's Wildest Ride Snaps Back

The AI-optics theme is as durable as any in the market.

Industrials Heavyweight 3M Wants A Piece Of The AI Fiber Optics Boom — GLW, COHR, LITE Should Take Note 

Equity

3M is gaining AI momentum as Microsoft uses its optical technology in Azure data centers. 


This Analyst Says Corning’s Q2 Earnings Might Not Be A ‘Large Catalyst’ – Sees ‘Modest’ Revenue Upside Opportunity 

Morgan Stanley said Corning will remain a long-term beneficiary of scale-up optics, as data centers increasingly switch from copper to fiber-optic-based networking.


Corning (GLW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Corning (GLW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Calix's Q2 Earnings Beat Estimates on Healthy Revenue Growth

CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.

Here's How Much You Would Have Made Owning Corning Stock In The Last 10 Years

Corning (NYSE:GLW) has outperformed the market over the past 10 years by 8.61% on an annualized basis producing an average annual return of 21.75%. Currently, Corning has a market capitalization of $133.45 billion.read more...

Zacks Industry Outlook Corning, Viavi and Ooma

Corning, Viavi and Ooma have been highlighted in this Industry Outlook article.


3 Communication Stocks Set to Soar on Inherent Sector Strength

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. GLW, VIAV and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.

Ericsson Q2 Earnings Meet Estimates Despite Margin Resilience

ERIC Q2 earnings meet estimates but revenues miss as lower IPR licensing sales hurt the results despite stronger margins in key businesses.

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
Q2 '26	$0.76	--	--	N/A
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
Q2 '25	$0.57	$0.60	5.14%	BEAT

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