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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking substantial financing to buy Nvidia AI chips are driving discussion: bears warn that added debt and heavy AI spending could pressure the stock, while bulls see the borrowing as investment in future AI-compute growth. Traders also point to a coming share unlock as a possible supply overhang.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international AI data-center opportunity, is the dominant catalyst, with traders debating its long-term potential because the site is still being marketed and has no announced tenant. Attention is also focused on upcoming quarterly results: bulls hope for execution and lease updates, while skeptics question whether the expansion news will translate into near-term progress amid weak price action.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances completion of its Warner Bros. Discovery acquisition and debut as SKYD are driving attention, with traders weighing the expanded media portfolio and expected synergies against the combined companys heavy debt and weak share performance. Discussion also focuses on the upcoming warrant distribution and how separating the warrants could affect the shares.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists shares surged after Micron agreed to a five-year patent license and settlement ending their legal disputes. Traders are mostly bullish on the recurring licensing revenue, though some question the deals terms; many are also speculating about a future SK Hynix renewal, Google developments, and a Nasdaq relisting.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Record quarterly results and a raised fiscal 2027 outlook, supported by AI data-center and memory demand, are driving attention to PENG. Traders largely welcomed the report, while some warned of profit-taking and questioned whether the post-earnings gains can hold.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

An adverse jury verdict in Jobys trade-secrets case is driving concern about added costs and pressure on an already cash-burning business. Bulls argue the ruling may be challenged and point to FAA progress and institutional buying, while bears focus on legal and financing risks.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Reports that Seagate and Toshiba are competing for TDKs hard-drive magnetic-head business have raised concerns about future competition and pricing in the HDD market. Traders disagree on the risk: some fear Toshiba gaining control of a key supplier, while others argue Western Digitals in-house production and the long timeline limit the threat and view the selloff as overdone.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras nuclear-power shares rallied amid a reported federal financing package for upgrades at its plants and a broader sector boost after Googles long-term power deal with Constellation. Traders are tying the moves to rising AI and data-center electricity demand, while debating the loans conditions and debt implications and whether the sharp rally may invite profit-taking.

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

Marvells Investor Day revenue outlook, backed by expected AI data-center demand for custom silicon and connectivity, is driving attention. Traders largely welcomed the growth story and analyst upgrades, while some warned of stretched valuation and took profits as the sharp rise faded.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples reported smart-home push with LG, including a new hub and connected devices, is drawing attention as it looks to expand its HomeKit ecosystem. Traders are split: some see a new growth opportunity, while others criticize the lineup as uninspired and question whether Siri and Apple can compete in the category.

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Green Brick Partners, Inc. Announces Dates For 8-K Filing and Earnings Call

Green Brick Partners, Inc. (NYSE: GRBK) (the Company or Green Brick), the third largest homebuilder in Dallas-Fort Worth, announced that it will release its financial results for the third quarter ended September 30, 2026, after the market closes on October 28, 2026. Jim Brickman, Green Bricks CEO...

Rainwater Crossing Celebrates Opening of Whispering Grove and Unveiling of Scout's Tree

Green Brick Partners, Inc. (NYSE: GRBK) and HFI Capital Management, LLC (HFI) today celebrated a major milestone at Rainwater Crossing in Celina, Texas, with the official opening of Whispering Grove, the community's two-acre signature entrance park featuring thoughtfully designed landscaping...

The Real Cost of a New Home Isn't Just the House. It's Everyone Who Has to Touch It Along the Way.

The Real Cost of a New Home Isn't Just the House. It's Everyone Who Has to Touch It Along the Way. The Real Cost of a New Home Isn't Just the House. It's Everyone Who Has to Touch It Along the Way. PR Newswire LAS VEGAS, NV, Aug. 27, 2026 LAS VEGAS, NV, Aug. 27, 2026 /PRNewswire/ -- Equity Insider...

GHO Homes Continues Streak with Sixth Consecutive Builder of the Year Award

GRBK GHO Homes, LLC d/b/a GHO Homes, a subsidiary of Green Brick Partners, Inc. (NYSE: GRBK), has earned the Builder of the Year award for the sixth consecutive year from the Treasure Coast Community Choice Awards. The Treasure Coast Community Choice Award celebrates local businesses and...

Green Brick Partners Announces the Promotion of Jed Dolson to Co-CEO

The Green Brick Partners (NYSE: GRBK) Board of Directors today announced that as part of its long-term succession planning process, Jed Dolson, Chief Operating Officer and President, will be promoted to Co-Chief Executive Officer on October 15, 2026. Mr. Dolson joined Green Brick Partners in 2013...

Green Brick Partners, Inc. Reports Second Quarter 2026 Results

Green Brick Partners, Inc. (NYSE: GRBK) (Green Brick, we, or the Company), today announced results for its second quarter ended June 30, 2026. Net income attributable to Green Brick in the second quarter was $74 million or $1.70 per diluted share. 2026 SECOND QUARTER HIGHLIGHTS Net new home orders...

Green Brick Partners, Inc. (NYSE: GRBK) (the Company or Green Brick), the third largest homebuilder in Dallas-Fort Worth, announced that it will release its financial results for the second quarter ended June 30, 2026, after the market closes on July 29, 2026. Jim Brickman, Green Bricks CEO, will...

Atlanta St. Jude Dream Home Open for Tours

The Providence Group, a subsidiary of Green Brick Partners, Inc (NYSE: GRBK) and one of metro Atlantas leading lifestyle homebuilders, along with dozens of generous trade partners, suppliers and sponsors, has completed the 2026 Atlanta St. Jude Dream Home Giveaway house and is inviting the public...

Green Brick Partners (GRBK): A Top Pick Of This Famous Billionaire in 2026

Green Brick Partners (GRBK): A Top Pick Of This Famous Billionaire in 2026...

CB JENI Homes Earns Prestigious 2026 USA TODAY Top Workplaces Award

CB JENI Homes, a subsidiary of Green Brick Partners, Inc. (NYSE: GRBK), proudly announces it has been recognized as a 2026 USA TODAY Top Workplaces Award winner, one of the nations highest honors...

Green Brick Partners, Inc. is a homebuilding and land development company, which engages in acquiring and developing land, and building homes. It operates through the following segments: Builder Operations Central, Builder Operations Southeast, and Land Development. The Builder Operations Central segment represents operations of its builders in Texas. The Builder Operations Southeast segment includes operations of builders in Georgia and Florida. The Land Development segment sells finished lots or option lots from third-party developers to their controlled builders for homebuilding operations and provides them with construction financing and strategic planning. The company was founded by James R. Brickman and David Michael Einhorn on April 11, 2006 and is headquartered in Plano, TX.

Green Brick Partners Inc

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
Q3 '26	$1.45	--	--	N/A
Q2 '26	$1.42	$1.70	19.44%	BEAT
Q1 '26	$1.18	$1.39	17.80%	BEAT
Q4 '25	$1.63	$1.78	9.04%	BEAT
Q3 '25	$1.47	$1.77	20.68%	BEAT

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GRBK Earnings

Upcoming Earnings: Q3 '26

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