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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging after delivering blowout Q2 earnings that crushed analyst expectations and raised full-year guidance, driven largely by explosive growth in U.S. commercial AI adoption. While the community is debating whether the current valuation is sustainable, bullish sentiment dominates with many investors expressing strong conviction in CEO Alex Karps leadership and the companys durable enterprise momentum.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors weigh an upcoming earnings report against the company's long-term pivot toward AI and AR smart glasses. The community is sharply divided, with bulls pointing to the company's nearly one billion active users and massive monetization potential, while bears remain focused on persistent profitability concerns, heavy short interest, and criticism of leadership's strategic direction.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following an announcement to exchange debt for equity, triggering intense debate within the community regarding the potential for long-term balance sheet strengthening versus immediate shareholder dilution. Investors are actively discussing the implications for a possible acquisition and whether this volatility presents a tactical entry point or a sign of continued downward pressure.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors digest the recent UAE approval for ANKTIVA across multiple oncology indications while speculating on the timing of potential global partnerships and upcoming earnings reports. Community sentiment remains focused on the company's long-term commercial rollout and the anticipation that significant revenue growth and label expansions will eventually pressure a large short position.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies is trending as investors digest record-breaking backlog figures, raised full-year revenue guidance, and strategic government contracts that signal a shift toward scaling space infrastructure. The community is actively discussing the stock's potential for multi-year growth while balancing volatility, with many analyzing the company's competitive positioning in defense and lunar missions against broader market trends.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Infrastructure is seeing significant investor attention driven by its role in high-growth data center and AI-related e-infrastructure buildouts. The community remains focused on the company's strong backlog and earnings history, though discussions are frequently polarized by concerns over stock volatility, valuation levels, and the sustainability of sector-wide capital expenditure cycles.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following the announcement of a five-year, $335 million strategic agreement with CoreWeave to provide cloud storage for AI infrastructure. The community is actively debating the stock's future trajectory, with some investors highlighting the potential for institutional accumulation and a long-term re-rating, while others caution against volatility, potential dilution, and the sustainability of the recent price action.

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 currently trending as investors brace for the anticipated 80th event data release and potential buyout news, fueling heated debates between long-term bulls and skeptical short-sellers. Community discussion is heavily focused on the clinical trial's potential for curative outcomes and the impact of the ongoing quiet period on pending topline results.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as shareholders navigate recent volatility following earnings, with the community actively debating whether the earnings miss is a temporary setback caused by growth investments or a genuine cause for concern. Investors are maintaining a bullish outlook, pointing to the company's robust revenue growth, ongoing expansion into new indications, and the potential for a premium-valued buyout as a long-term catalyst.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

Better Home & Finance is trending due to a strategic earnings release shift and high-profile leadership changes, including the appointment of board member Daniel Lewis. The community is actively discussing the company's path toward profitability, upcoming product launches, and the potential impact of major institutional moves by BlackRock and other significant shareholders.

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Jacobs to Report Q3 Earnings: What to Expect From the Stock?

J's Q3 results are expected to reflect growth in AI infrastructure, data centers and record backlog as demand supports revenues and earnings.

Jacobs declares quarterly dividend

The Board of Directors of Jacobs (NYSE: J) has declared a quarterly cash dividend payable to shareholders in the amount of $0.36 per share of Jacobs common stock. This dividend will be paid on September 18, 2026 to shareholders of record as of the close of business on August 21, 2026. About Jacobs...

Jacobs to support clean transit expansion ahead of 2028 LA Olympic and Paralympic Games

Jacobs (NYSE: J) has been selected by the Los Angeles County Metropolitan Transportation Authority (LA Metro), working with Clark Construction Group, to design and build advanced charging infrastructure at two of LA Metros Bus Divisions in the cities of Carson and West Hollywood. The infrastructure...

Titan America (TTAM) Q2 Earnings Miss Estimates

Titan America (TTAM) delivered earnings and revenue surprises of -20.69% and +4.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

J vs. WMS: Which Stock Is the Better Value Option?

Why Is J Stock Rising Today? 

Equity

Jacobs will spearhead the planning and approval process necessary to obtain regulatory approvals for the U.K.’s SMR projects, including community research and legal paperwork for the sites.


Jacobs appointed by Great British Energy Nuclear to support planning for new UK nuclear projects

Jacobs (NYSE: J) has been selected by Great British Energy Nuclear (GBE-N) to provide planning and consenting services for the proposed small modular reactors (SMRs) development in the U.K. Jacobs will provide strategic planning, consent support and leadership to key land-use planning activities to...

Jacobs Wins Strategic Role in Germany Grid Modernization

J strengthens its role in Germany's energy transition through a flexible TransnetBW grid framework and end-to-end project support.



Jacobs secures multidisciplinary framework to advance Germanys grid expansion

Jacobs (NYSE: J) has been selected as one of several service providers under a multidisciplinary framework agreement with TransnetBW, one of Germanys four transmission system operators, to support grid expansion programs critical to modernizing the countrys energy network and enabling increased...

Jacobs secures three strategic UK National Highways contracts

Jacobs (NYSE: J) is expanding its significant role in modernizing the U.K.'s infrastructure, securing three new commissions with National Highways. The awards reinforce Jacobs' position as a key provider across the strategic road network, supporting safety, reliability and long-term resilience for...

$J Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.34 down -666.67% YoY
• Reported revenue of $3.69B up 26.95% YoY

Jacobs Solutions, Inc. is a holding company, which engages in the designing and deployment of technology-centric solutions. It operates through the following business segments: Infrastructure and Advanced Facilities, and PA Consulting. The Infrastructure and Advanced Facilities segment includes solutions for complex challenges related to energy security, environmental resilience, safe and reliable transportation, buildings and infrastructure, integrated water management and biopharmaceutical manufacturing. The PA Consulting segment includes the investment in PA Consulting Group. The company was founded in 1947 and is headquartered in Dallas, TX.

Jacobs Solutions Inc

Bearish 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	$1.83	--	--	N/A
Q2 '26	$1.63	$1.75	7.09%	BEAT
Q1 '26	$1.50	$1.53	1.78%	BEAT
Q4 '25	$1.68	$1.75	4.08%	BEAT
Q3 '25	$1.53	$1.62	6.08%	BEAT

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Upcoming Earnings: Q3 '26

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