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SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Dell Technologies shares surged following record quarterly results that significantly outperformed earnings and revenue estimates, alongside a substantial increase to its full-year revenue outlook fueled by explosive demand for AI-optimized servers. While some traders debate the long-term sustainability of the company's accounts payable-reliant growth model and margins, the dominant community sentiment remains extremely bullish regarding the company's AI-driven backlog and future performance.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The QQQ is trending lower as investors react to rising oil prices and surging U.S. Treasury yields, fueled by concerns over escalating military tensions in the Middle East and uncertainty regarding Federal Reserve rate policy. Community sentiment remains cautious as traders debate whether the market will face a correction or see a recovery driven by AI-related earnings strength.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The DIA is trending lower alongside broader markets as geopolitical tensions in the Middle East and rising oil prices fuel investor anxiety over inflation and potential interest rate hikes. Traders are closely monitoring Treasury yields and upcoming economic data for clarity on the Federal Reserve's policy direction.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is trending lower as market participants react to escalating geopolitical tensions in the Middle East, rising crude oil prices, and climbing U.S. Treasury yields. Traders are expressing widespread concern over potential Federal Reserve interest rate hikes and the broader economic impact of these mounting macro headwinds.

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

Edison International shares are experiencing volatility as traders react to reports linking the company's equipment to recent California wildfires and the subsequent failure of legislative efforts to provide wildfire liability protection. While some investors view the price drop as an overreaction and a buying opportunity for a dividend-paying utility, others express caution due to ongoing investigation risks and the potential for prolonged legal liability.

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

MongoDB shares are volatile after the company reported quarterly results that exceeded expectations and raised full-year guidance, with investors struggling to reconcile the positive earnings beat against the stock's recent sharp run-up and cautious outlook on AI revenue acceleration. The erratic price action led to significant debate among traders regarding whether the drop represents a buying opportunity or a correction of an overextended valuation.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is receiving significant attention as traders monitor the upcoming ERCOT Batch Zero conditional classification announcements, which are expected to provide critical regulatory visibility into the company's Texas power pipeline. While sentiment remains polarized due to recent price volatility and broader macro headwinds, many investors view the current price as a buying opportunity based on the potential for favorable power allocations and future hyperscaler contracts.

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 seeing heightened activity as traders speculate on the upcoming Cybercab event in Austin, with sentiment divided between enthusiasm for the robotaxi fleet expansion and skepticism regarding competitive pressures from companies like Uber. Discussion is also focused on the stock's recent volatility and its performance relative to broader market tech trends.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E Corp. is trending following an analyst downgrade from Bank of America, which cited concerns that recently failed wildfire legislation leaves the utility exposed to significant financial and liability risks. While institutional sentiment has turned cautious due to these unresolved legislative hurdles, retail traders continue to debate whether the selloff is an overreaction or a warning of deeper structural instability.

Vera Therapeutics, Inc. is a clinical stage biotechnical company, which engages in the development and commercialization of transformative treatments for immunological diseases. Its product includes the TRUTAKNA injection. The company was founded by Marshall W. Fordyce in May 2016 and is headquartered in Brisbane, CA.

Vera Therapeutics Inc - Ordinary Shares - Class A

The conversation is centered on anticipation for the Phase 3 ORIGIN 3 final eGFR analysis, with traders debating whether upcoming data will prove drug durability and kidney-function benefits. While some express concern over recent insider selling, bullish sentiment remains strong among many who view the upcoming readout as a potential catalyst for a significant valuation rerating or acquisition.

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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Gaotu Techedu Announces Second Quarter 2026 Unaudited Financial Results

Gaotu Techedu Announces Second Quarter 2026 Unaudited Financial Results Gaotu Techedu Announces Second Quarter 2026 Unaudited Financial Results PR Newswire BEIJING, Aug. 27, 2026 BEIJING, Aug. 27, 2026 /PRNewswire/ -- Gaotu Techedu Inc. (NYSE: GOTU) ("Gaotu" or the "Company"), a leading...

So-Young Announces Appointment of Chief Financial Officer

So-Young Announces Appointment of Chief Financial Officer So-Young Announces Appointment of Chief Financial Officer PR Newswire BEIJING, Aug. 4, 2026 BEIJING, Aug. 4, 2026 /PRNewswire/ -- So-Young International Inc. (Nasdaq: SY) ("So-Young" or the "Company"), the leading aesthetic treatment...

Gaotu Techedu Announces First Quarter 2026 Unaudited Financial Results

Gaotu Techedu Announces First Quarter 2026 Unaudited Financial Results Gaotu Techedu Announces First Quarter 2026 Unaudited Financial Results PR Newswire BEIJING, June 2, 2026 BEIJING, June 2, 2026 /PRNewswire/ -- Gaotu Techedu Inc. (NYSE: GOTU) ("Gaotu" or the "Company"), a leading...

Gaotu Techedu to Report First Quarter 2026 Financial Results on June 2, 2026

Gaotu Techedu to Report First Quarter 2026 Financial Results on June 2, 2026 Gaotu Techedu to Report First Quarter 2026 Financial Results on June 2, 2026 PR Newswire BEIJING, May 15, 2026 BEIJING...

Gaotu Techedu Files Its Annual Report on Form 20-F

Gaotu Techedu Files Its Annual Report on Form 20-F Gaotu Techedu Files Its Annual Report on Form 20-F PR Newswire BEIJING, April 22, 2026 BEIJING, April 22, 2026 /PRNewswire/ --Gaotu Techedu Inc. (NYSE: GOTU) ("Gaotu" or the "Company"), a leading technology-driven education company in China focused...

Gaotu Techedu (NYSE:GOTU) Trading Up 0.3%  - Still a Buy?

Gaotu Techedu (NYSE:GOTU) Shares Up 0.3% - Should You Buy...

Gaotu Techedu (NYSE:GOTU) Hits New 1-Year Low - Here's What Happened

Gaotu Techedu (NYSE:GOTU) Reaches New 52-Week Low - Here's What Happened...

Gaotu Techedu (NYSE:GOTU) Reaches New 52-Week Low - Should You Sell?

Gaotu Techedu (NYSE:GOTU) Hits New 12-Month Low - Should You Sell...

Gaotu Techedu (NYSE:GOTU) Shares Gap Up - Time to Buy?

Gaotu Techedu (NYSE:GOTU) Shares Gap Up - Here's What Happened...

Gaotu Techedu Q4 Earnings Call Highlights

Gaotu Techedu (NYSE:GOTU) reported fourth-quarter and full-year fiscal 2025 results that management said reflected a shift toward refinement in operations, with a greater emphasis on profitable...

• Reported GAAP EPS of -$0.05 up 37.50% YoY
• Reported revenue of $245.82M up 26.75% YoY
• For the third quarter of 2026, Gaotu Techedu expects total net revenues to be between RMB1.84B and RMB1.86B, representing a year-over-year increase of 16.4% to 17.7%.

Gaotu remained unprofitable with six-month net losses widening to RMB101.3M alongside rising operating and delivery costs, while confronting operational risks regarding tutor retention and intense competitive industry pressure.

Gaotu achieved strong top-line momentum with net revenues rising 20.2% to RMB1.67B, while deep AI integration, expanding operating cash inflow to RMB861.2M, significantly narrowed operating losses.

Gaotu Techedu, Inc. is a technology-driven education company. The company was founded by Xiang Dong Chen in June 2014 and is headquartered in Beijing, China.

Gaotu Techedu Inc - ADR

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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