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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

NVIDIA is trending after a blowout earnings beat and a surprisingly strong guidance forecast, with traders optimistic about a continued rally and potential short squeeze, though some debate the sustainability of circular financing and supply constraints.

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 trending after a Reuters report that Trian Fund Management has dropped its take-private bid, sending shares down sharply and sparking intense retail debate. The community is split between those fearing further downside without a buyout and those viewing it as a potential short-squeeze opportunity, given the high short interest and reported institutional buying.

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.

CSCO is in focus following its earnings beat and expanded AI infrastructure partnership with NVIDIA/Supermicro, but retail sentiment is split between bullish calls on the AI networking supercycle and frustration over the post-earnings slide, with many accusing market makers of price manipulation.

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 stock is surging after a blowout Q2 earnings report, with the company beating expectations and raising full-year guidance on strong AI demand. The move has retail sentiment turning sharply bullish, with many traders calling it a narrative shift that could reignite the enterprise software sector.

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 is surging after a strong Q2 earnings report with raised full-year guidance, fueled by the narrative that AI agents are expanding the identity security market. The StockTwits community is buzzing with mixed reactions, some questioning the move's sustainability and others citing possible pre-earnings leaks, while the broader AI-cybersecurity complexincluding CRM and CRWDalso rallies on similar tailwinds.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is trending as traders position for major September announcements, with the community citing rising institutional ownership, NVIDIA's AI optics tailwinds, and a pending production ramp as catalysts. Sentiment is largely bullish but frustrated, with many calling the recent pullback a buying opportunity while dismissing short sellers and 'head fakes'.

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

The stock is surging after the PTAB terminated Samsung's IPR challenge to a key Netlist patent, removing a major invalidity threat and strengthening the company's hand in ongoing litigation against Micron. Community sentiment is highly bullish, viewing this as a pivotal legal victory that intensifies pressure on Micron to settle, especially with the broader AI memory market booming and NVIDIA's earnings reinforcing demand.

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

CrowdStrike's blowout Q2 earnings and raised full-year guidance on AI security demand have traders hyped, with many celebrating the after-hours surge while skeptics question the rich valuation. The move is part of a broader software and cybersecurity rally after strong results from Salesforce and Okta.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media stock is drawing intense chatter as traders and political commentators clash over President Trump's fresh policy movesespecially a beef-import plan and new Canada tariffsthat have ignited heated debate over trade, inflation, and his agenda's impact on the economy. Sentiment is sharply divided, with bullish holders touting recent gains while critics hammer the company's fundamentals and broader political fallout.

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

Nvidia's blowout earnings and bullish neocloud commentary are fueling chatter around IREN as a leveraged AI infrastructure play, with retail traders positioning ahead of the company's own report. Sentiment is torn between optimism over surging sector demand and frustration over persistent price weakness, short-selling pressure, and expectations of a volatile binary event.

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Here's Why You Should Retain Inogen Stock in Your Portfolio for Now

INGN's POC demand, new products and international growth support its outlook, while U.S. channel shifts and distributor timing pose risks.

Is IDXX Worth Buying as Growth Strength Meets a Premium Valuation?

IDEXX pairs resilient diagnostics growth, margin gains and expanding innovation with a premium valuation that supports a hold-or-wait stance.

Inogen Cuts 2026 Revenue Outlook as U.S. Channel Pressure Persists

INGN cuts its 2026 revenue outlook as U.S. channel pressure weighs, while international growth, new products and cost control offer support.

Should Investors Buy Inogen as Low Valuation Meets Execution Risk?

Inogen's steep sales-multiple discount, improving margins and firm international demand clash with U.S. sales and rental weakness.

Inogen Q2 Earnings Beat Estimates, Sales Rise Y/Y, 2026 View Cut

INGN's Q2 revenues rise 3% as international sales climb 14.8%, but U.S. weakness led it to cut its 2026 revenue outlook.

Inogen (INGN) Reports Q2 Loss, Tops Revenue Estimates

Inogen (INGN) delivered earnings and revenue surprises of +17.65% and +0.30%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Inogen Announces Second Quarter 2026 Financial Results

Inogen, Inc. (Nasdaq: INGN), a medical technology company offering innovative respiratory products for use in the homecare setting, today announced financial results for the quarter ended June 30, 2026. Our second quarter results demonstrate continued demand for our products and validate the...

Inogen to Report Second Quarter 2026 Financial Results on August 6, 2026

Inogen, Inc. (Nasdaq: INGN), a medical technology company offering innovative respiratory products for use in the homecare setting, today announced that it will report second quarter 2026 financial results after the market closes on Thursday, August 6, 2026. On the same day, the Company will host a...

Inogen Announces the Appointment of Andy Reding as Chief Operating Officer

Inogen, Inc. (Nasdaq: INGN), a medical technology company offering innovative respiratory products for use in the homecare setting, today announced the appointment of Andy Reding to the newly created role of Chief Operating Officer, effective Monday, July 6, 2026. Mr. Reding will be responsible for...

INGN's POC strength, expanding respiratory portfolio and international momentum support growth, though U.S. revenue pressure remains a key risk.

$INGN Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.14 up 6.67% YoY
• Reported revenue of $95.08M up 3.04% YoY
• Inogen now expects full year 2026 reported revenue in the range of $355 million to $361 million and adjusted EBITDA of approximately $4.0 million, representing a 48.1% increase from 2025.

Inogen, Inc. is a global medical technology company offering innovative respiratory products for use in the homecare setting. It supports patient respiratory care by developing, manufacturing, and marketing innovative best-in-class respiratory therapy devices used to deliver care to patients suffering from chronic respiratory conditions. Its products include Inogen One G4 system, Inogen One G3 system, Inogen One G5 system, Inogen TAV, and Inogen at Home. The company was founded by Alison Perry, Alison K. Bauerlein, Brenton Taylor, and Byron Myers on November 27, 2001 and is headquartered in Beverly, MA.

Inogen 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	-$0.13	--	--	N/A
Q2 '26	-$0.15	-$0.14	8.70%	BEAT
Q1 '26	-$0.28	-$0.30	-5.99%	MISSED
Q4 '25	-$0.36	-$0.26	27.25%	BEAT
Q3 '25	-$0.22	-$0.20	9.09%	BEAT

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Latest Earnings Results: Q2 '26

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