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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is rallying as the company reported a revenue and earnings beat alongside a massive backlog, fueling community optimism about the strength of AI infrastructure demand. While bulls are celebrating a potential short squeeze and strong execution, bears remain vocal, pointing to the company's significant cash burn, heavy debt load, and the risks associated with high capital expenditure.

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 is trending due to significant anticipation surrounding the upcoming earnings report and a strategic multi-million dollar contract with the Israeli Ministry of Defense. The community is actively discussing a potential short squeeze, citing high short interest and aggressive algo-trading activity as key factors driving the intense volatility.

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 after reporting significant quarterly earnings beats and issuing aggressive forward guidance that crushed analyst expectations, signaling robust demand for its AI infrastructure. The community is actively debating the stock's significant undervaluation relative to its record backlog and revenue projections, with many investors anticipating a short squeeze as the company confirms it has no near-term plans for share dilution.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors brace for a critical quarterly financial update and closely monitor the ongoing, event-driven REGAL Phase 3 trial for GPS. The community is actively debating the company's self-imposed quiet period, with many bullish investors interpreting the lack of clinical trial updates as a sign that the 80th survival event has not yet occurred, while anticipating that the company's strong cash position and clinical progress will act as major catalysts.

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 generating intense market interest as investors brace for earnings, with the stock acting as a focal point for a retail-led "short squeeze" against prominent bears who have bet heavily against the company's data center growth and AI infrastructure model. Community sentiment is sharply polarized, with bulls pointing to the company's aggressive capacity build-out and institutional partnerships as catalysts to fuel a rally, while short sellers remain focused on high capital expenditure risks and potential expansion delays.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is facing significant volatility following a major downward revision to its annual revenue guidance, which has fueled intense community frustration regarding management's project execution and forecasting accuracy. Despite the financial headwinds, investors are actively debating the company's long-term potential as a critical domestic supplier, specifically focusing on the tightening of U.S. supply chain requirements for defense minerals and the company's role in the domestic antimony production landscape.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending due to a stellar quarterly earnings report, with the community highlighting a strong revenue beat, upward-revised guidance, and a critical role in the accelerating AI data center and optical networking buildout. While the stock has seen significant volatility, investors are actively debating the sustainability of the AI infrastructure rally and the company's competitive position within the optical connectivity supply chain.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as the community debates its rapid price volatility, with bullish investors highlighting recent manufacturing capacity expansions and potential long-term aerospace partnerships while bears point to short-seller scrutiny and concerns over share dilution. Discussions are dominated by speculation about institutional accumulation versus retail profit-taking, as traders analyze the stock's role as a proxy for the broader metal additive manufacturing and defense-industrial base.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending as investors react to a strong quarterly double beat, characterized by impressive revenue growth and resilient traffic figures that defied sector-wide headwinds. While the stock saw an initial pullback after the announcement, community discussion remains highly bullish, focusing on CAVAs position as a category-defining brand with significant long-term expansion potential.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing a significant pullback following a disappointing quarterly revenue report and tempered growth guidance, sparking intense debate among investors regarding its long-term premium valuation versus potential market saturation. The community remains deeply divided, with some users highlighting strong underlying DTC growth and brand loyalty as reasons to buy the dip, while others express concerns over high P/E ratios and increasing competition in the sportswear sector.

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DNOW Q2 Earnings Beat Estimates on Revenue Growth, Outlook Raised

DNOW's Q2 revenues surge 108% as earnings beat estimates, integration gains advanced and management raised its 2026 revenue and cash flow outlook.

HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth

Howmet Aerospace's Q2 earnings beat estimates as aerospace and gas turbine demand fuel 24% revenue growth and a higher 2026 outlook.

Kennametal Q4 Earnings & Sales Beat Estimates, Rise Y/Y

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Emerson Q3 Earnings Beat on Software & Systems Strength, Outlook Raised

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Powell Industries Q3 Earnings & Revenues Miss Estimates

POWL's fiscal Q3 earnings and revenues miss estimates, even as record orders and a $2.4 billion backlog strengthen its outlook.

Are Industrial Products Stocks Lagging  Applied Industrial Technologies (AIT) This Year?

Here is how Applied Industrial Technologies (AIT) and Idex (IEX) have performed compared to their sector so far this year.

RBC Q1 Earnings Beat Estimates on Aerospace and Defense Growth

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IDEX Beats Q2 Earnings Estimates on HST Momentum, Raises View

IEX tops second-quarter estimates, posts record orders above $1 billion and raises its 2026 outlook as demand improved across key end markets.

Compared to Estimates, Idex (IEX) Q2 Earnings: A Look at Key Metrics

The headline numbers for Idex (IEX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

$IEX Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.94 up 11.49% YoY
• Reported revenue of $920.6M up 6.38% YoY
• IDEX Corporation projects full year 2026 organic sales to increase 5% to 6% and adjusted diluted EPS of $8.70 to $8.85, with third quarter 2026 organic sales increasing 5% to 7%.

IDEX Corp. engages in the provision of engineering solutions. It operates through the following segments: Fluid and Metering Technologies, Health and Science Technologies, and Fire and Safety or Diversified Products. The Fluid and Metering Technologies segment is involved in the design, production, and distribution of displacement pumps, valves, flow meters, injectors, and fluid-handling pump modules and systems. The Health and Science Technologies segment includes design, production, and distribution of precision fluidics, rotary lobe pumps, centrifugal and positive displacement pumps, roll compaction, and drying systems used in beverage, food processing, pharmaceutical, and cosmetics, pneumatic components, and sealing solutions. The Fire and Safety or Diversified Products segment consists of the production of firefighting pumps and controls, apparatus valves, monitors, nozzles, rescue tools, and lifting bags for the fire and rescue industry. The company was founded on September 24, 1987, and is headquartered in Northbrook, IL.

Idex Corporation

IDEX Corp Stock Tumbles On Weaker-Than-Expected Q4 Revenue, Q1 Projections:  Retail Sentiment Sours

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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.

Current Price	$237.31
Prev Close	$233.27
Open	$233.68
Dividend Yield	1.60%
50-Day Moving Average	$223.56
Beta	0.84
Avg. Volume	763,538.41
PE Ratio	33.51

52-Week High	$243.80
52-Week Low	$158.19
Market Capitalization	$17.2B
EPS (Annual)	$6.42
Price to Book	4.31
Revenue Per Employee	$397,413.79

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