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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVDA is ripping after a massive Q2 beat with revenue doubling, a ~70% FY28 growth forecast, and an expanded AWS deal for 2 million GPUsretail traders are celebrating the 'AI king' and mocking bears like Burry as the AI trade gets its confirmation.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

WEN is plunging after Reuters reported Trian/Peltz is stepping back from a take-private bid, citing performance and valuation, which crushed buyout speculation. Retail sentiment is splitsome call it a buying opportunity and a potential short squeeze catalyst, while others fear further downside without the bid floor.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce's blowout earnings and raised guidance, alongside an expanded Anthropic partnership with 'Claudeforce,' are driving a surge in bullish sentiment as retail traders celebrate the end of the 'SaaS-pocalypse' narrative. The move is lifting the broader software sector, with optimism that AI monetization is now fueling enterprise software growth.

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 retail traders pile in on a wave of AI-driven enthusiasm, fueled by a JPMorgan note touting a $21 target and 100% upside on underestimated AI/cloud orders, alongside heavy speculation about a potential U.S. government stake or defense contracts following Nokia's exit from China. The bulls are framing this as a deep-value AI infrastructure play with a strong Nvidia connection, while bears dismiss the hype as manipulation of a high-float stock.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as traders gear up for a binary earnings event, with Nvidia's blowout results and bullish data center commentary fueling intense speculation that the AI/neocloud sector rally will finally lift the stock after months of frustrating price action. The community is sharply divided between bullish narratives around upcoming catalysts, potential AI contracts, and a massive short squeeze, versus bearish concerns over dilution, missed revenue guidance, and underperformance relative to peers like NBIS and CoreWeave.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CRWD is surging after a strong quarterly report and raised full-year guidance, driven by AI security demand, which the community is calling a sign that the software sector is rotating back into favor alongside other tech earnings.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid reports it is seeking over $60B in debt financing to support AI chip deals with Anthropic and other customers, fueling debate between bulls who see surging demand and skeptics wary of added leverage. OpenAI's Jalapeo chip benchmarks, co-developed with Broadcom, also add bullish sentiment ahead of earnings.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta jumped after hours on a Q2 earnings beat and raised FY27 guidance, fueled by AI agent identity security demand. Traders are split between bullish momentum and skepticism over the size of the pop relative to the guidance increase.

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

Marvell is surging into its earnings report on the back of heavy analyst price-target hikes and a new Google custom-silicon deal, with traders closely watching Nvidia's AI data center results as a direct read-through for MRVL's outlook. The community is positioning for a potential beat-and-raise quarter, though some warn the market's reaction to Nvidia's guidance could set the tone for MRVL's move.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM's trending as the AI trade remains glued to NVIDIA's earnings and comments on GPU supply/demand and memory, with bulls arguing TSMC benefits from any capacity increase while bears fear a spooked AI trade. The community is also focused on TSMC's pricing power and its strategic positioning in silicon photonics, where it trails rivals like Intel but wins key orders from NVIDIA and Broadcom.

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Compared to Estimates, Heritage Financial (HFWA) Q2 Earnings: A Look at Key Metrics

Although the revenue and EPS for Heritage Financial (HFWA) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Heritage Financial (HFWA) Surpasses Q2 Earnings Estimates

Heritage Financial (HFWA) delivered earnings and revenue surprises of +5.56% and -2.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

What This Heritage Financial Insider Move Signals With the Stock Up 20%

Key PointsThe chief information officer of Heritage Financial disposed of 3,379 shares at $30.52 per share for a total value of $103,000 on July 17, 2026...

Heritage Financial Announces Earnings Release Date and Conference Call

Heritage Financial Announces Earnings Release Date and Conference Call Heritage Financial Announces Earnings Release Date and Conference Call PR Newswire OLYMPIA, Wash., June 25, 2026 OLYMPIA, Wash., June 25, 2026 /PRNewswire/ -- Heritage Financial Corporation (Nasdaq: HFWA) (the "Company" or...

Heritage Financial Filed an Insider Sale. The Form 4 provides the context

Key PointsRobison disposed of 5,439 shares across direct and indirect accounts, yielding a transaction value of ~$150,000 based on the weighted average price of $27.60 per share on May 1, 2026...

Heritage Financial (NASDAQ:HFWA) Downgraded by Zacks Research to Strong Sell

Zacks Research lowered shares of Heritage Financial from a "hold" rating to a "strong sell" rating in a research note on Thursday...

Heritage Financial (NASDAQ:HFWA) Lowered to Sell Rating by Wall Street Zen

Wall Street Zen cut shares of Heritage Financial from a "hold" rating to a "sell" rating in a research note on Saturday...

Heritage Financial (HFWA) Q1 2026 Earnings Transcript

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Heritage Financial Corporation (NASDAQ:HFWA) Declares Quarterly Dividend of $0.24

Heritage Financial Corporation (NASDAQ:HFWA) declared a quarterly dividend on Wednesday, April 22nd. Investors of record on Wednesday, May 6th will be given a dividend of 0.24 per share by the...

Heritage Financial Q1 Earnings Call Highlights

Heritage Financial (NASDAQ:HFWA) detailed first-quarter results that were heavily influenced by its recently completed merger with Olympic Bancorp, which management said improves the company's...

$HFWA Q2 '26 Earnings Results & Recap

Heritage Financial Corporation reported net income of $17.5 million for the second quarter of 2026, with a net interest margin of 3.99% and diluted earnings per share of $0.42.

Heritage Financial Corp. is a bank holding company, which engages in the business of planning, directing, and coordinating the business activities of wholly owned subsidiary, Heritage Bank. It operates through the following loan portfolio segments: Commercial Business, Residential Real Estate, Real Estate Construction and Land Development, and Consumer. The Commercial Business segment focuses on the identified cash flows of the borrower and secondarily on the underlying collateral provided by the borrower. The Residential Real Estate segment includes secured by one-to-four family residences located in its primary market areas. The Real Estate Construction and Land Development segment offers construction loans for residential and for commercial and multifamily properties. The Consumer segment provides consumer loans and lines of credit that are both secured and unsecured. The company was founded on August 28, 1997 and is headquartered in Olympia, WA.

Heritage Financial Corp.

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	$0.49	--	--	N/A
Q2 '26	$0.44	$0.42	-5.62%	MISSED
Q1 '26	$0.31	$0.48	53.19%	BEAT
Q4 '25	$0.56	$0.65	16.07%	BEAT
Q3 '25	$0.55	$0.55	0.61%	BEAT

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