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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is rallying as investors anticipate significant growth catalysts and capital allocation updates ahead of the company's investor day event. The community is actively debating the stock's momentum, with many focused on long-term supply-constrained market dynamics, the impact of a large-scale share buyback program, and the potential for a technical short squeeze.

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 as traders respond to an earnings beat and strong revenue guidance, fueling speculation of a potential short squeeze as the stock undergoes a fundamental re-rating. The community is actively debating the stock's valuation disconnect compared to AI peers, with bullish sentiment focused on the company's massive backlog and the possibility that shorts may soon be forced to cover.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is experiencing a surge in investor interest driven by positive progress in the commercial manufacturing process and alignment with the FDA regarding comparability protocols for its lead candidate, CAN-2409. Community discussion is heavily focused on the company's path to a late-year BLA filing, with shareholders increasingly optimistic about institutional accumulation and the potential for a significant re-rating as milestones approach.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is surging as investors cheer the official closure of the Northern Data acquisition and the scaling of the Quake AI infrastructure division, which has significantly shifted the stock's narrative toward high-growth AI compute. Community sentiment is overwhelmingly bullish, with active discussion focused on the potential for a massive short squeeze driven by record short interest and the strategic value of the company's unmonetized data center capacity.

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

Netlist is trending as retail investors rally behind the stock's recent legal activity at the ITC against industry giants and the broader excitement surrounding potential licensing settlements following a major deal with Samsung. Community members are actively sharing analysis on technical patterns and price targets, with many expressing long-term conviction in the company's patent portfolio as it nears a potential path to a major exchange uplisting.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems stock is experiencing significant volatility following an earnings report that featured a revenue beat and strong AI infrastructure demand, yet faced selling pressure due to concerns over gross margin contraction and high investor expectations. Investors are actively debating whether this pullback represents an attractive institutional accumulation opportunity or a broader warning sign for AI-related networking hardware.

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 driving significant market conversation as a high-growth AI infrastructure play, fueling a heated battle between bullish investors betting on massive capacity expansion and bearish traders following high-profile short sellers. The community remains deeply divided, with bulls pointing to robust demand and analysts raising price targets, while shorts highlight dilution risks and valuation concerns in the current tech cycle.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing high volatility as investors weigh the company's raised full-year guidance and significant RPO against a revenue miss and concerns regarding profitability. Community sentiment is deeply polarized, with some bulls emphasizing the company's fast inference technology and enterprise partnerships, while bears highlight the high valuation, heavy stock-based compensation, and upcoming share lockup expirations.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF (DRAM) is experiencing significant volatility, fueled by diverging sentiment on whether the AI infrastructure demand cycle remains robust or is entering a period of oversupply. While some community members are treating recent price dips as aggressive buying opportunities based on long-term data center requirements, others are heavily focused on macro headwinds and fears of a broader cyclical slowdown.

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 Holdings is experiencing extreme volatility following a mixed earnings report where record-breaking revenue and raised guidance were overshadowed by a significant earnings per share miss. While the community is deeply divided between optimistic long-term investors highlighting strong backlog growth and cynical traders pointing to dilution and management's past performance, the stock remains a focal point for intense debate over its future valuation and institutional manipulation.

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Insider Selling: Linda Grais Unloads $138K Of Icon Stock

Linda Grais, Director at Icon (NASDAQ:ICLR), executed a substantial insider sell on August 12, according to an SEC filing.
What Happened: Grais opted to sell 841 shares of Icon, according to a Form 4 filing with theread more...

Director Of Icon Makes $138K Sale

Making a noteworthy insider sell on August 12, DR JOHN CLIMAX, Director at Icon (NASDAQ:ICLR), is reported in the latest SEC filing.
What Happened: CLIMAX opted to sell 841 shares of Icon, according to a Form 4 filingread more...

Is ICON a Buy as Valuation Improves but Earnings Risks Still Persist?

ICLR's discounted valuation and $23.4B backlog support upside potential, but falling estimates, weaker margins and execution risks argue for patience.

Is MEDP Worth Buying as Growth Collides With a Premium Valuation?

Medpace pairs double-digit growth, record awards and a strong balance sheet with a rich valuation, raising the question of whether the premium already prices in its outlook.

ICON Announces Pricing of USD 2.15 Billion Notes

ICON plc (NASDAQ: ICLR) (ICON), a world-leading clinical research organization, today announced the pricing by its wholly-owned subsidiary, ICON Investments Six Designated Activity Company (the Issuer) of $2.15 billion of senior unsecured notes, consisting of $500 million aggregate principal amount...

ICLR Jumps 33.2% in Three Months as Recovery Expectations Strengthen

ICON's 33.2% rally is backed by stronger proposal flow, bookings and backlog, but weaker earnings and margins cloud the recovery.

Can MEDP's Record Q2 Bookings Build a Stronger Growth Path for 2027?

Medpace posted record Q2 awards and a stronger book-to-bill ratio, but can backlog conversion and study timing turn renewed demand into stronger 2027 growth?

Is IQVIA Stock a Buy as Growth Improves but High Leverage Persists?

IQV's proprietary data platform and expanding clinical research business support growth, but high debt and liquidity risks keep the investment outlook balanced.

Why IQVIA Stock Jumped 13% in a Week and Whether the Gains Can Last

IQV shares jump after Q2 earnings beat, record bookings and higher 2026 guidance, but future gains hinge on execution and backlog conversion.

ICON Announces Private Offering of Notes

ICON plc (NASDAQ: ICLR) (ICON), a world-leading clinical research organization, announced today that its wholly-owned subsidiary, ICON Investments Six Designated Activity Company (the Issuer), intends to offer one or more series of senior notes (the Notes), in a private offering (the Offering) with...

$ICLR Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.94 down -63.42% YoY
• Reported revenue of $2.06B up 1.20% YoY
• ICON plc is reaffirming its 2026 full-year financial guidance, with revenue expected in the range of $7,850 million to $8,150 million and adjusted diluted earnings per share between $10.00 and $11.00.

ICON plc engages in the provision of outsourced development services to the pharmaceutical, biotechnology, and medical device industries. The firm specializes in the development, management, and analysis of programs that support clinical development. It operates through the following geographical segments: Ireland, Rest of Europe, U.S., and Rest of World. The company was founded by John Climax and Ronan Lambe in June 1990 and is headquartered in Dublin, Ireland.

Icon Plc

ICLR Stock Crashed 33% In Pre-Market Today - Why Did The Company Withdraw Its FY2025 Guidance?

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Bearish Sentiment

Hold rates steady

Cut 25 bps

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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.

Current Price	$165.45
Prev Close	$167.17
Open	$167.74
Dividend Yield	0.00%
50-Day Moving Average	$161.19
Beta	1.15
Avg. Volume	816,181.99
PE Ratio	303.45

52-Week High	$203.91
52-Week Low	$66.57
Market Capitalization	$12.9B
EPS (Annual)	$2.90
Price to Book	1.38
Revenue Per Employee	$205,769.08

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