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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell shares are surging after the company reported record quarterly revenue and significantly raised its full-year outlook, driven by explosive global demand for AI-optimized servers and a record order backlog. While some traders debate the long-term sustainability of AI hardware margins and the impact of component costs, the community reaction remains overwhelmingly bullish following the beat.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is seeing significant volatility following its fiscal first-quarter earnings report, where traders are debating whether the company’s growth targets and demand from hyperscalers remain sufficient to justify its premium valuation. While some investors view the sell-off as a buying opportunity given the company's strong guidance, others are concerned about sequential growth trends and market sensitivity to broader tech sector performance.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is receiving attention as the company transitions to new CEO John Ternus, who has expressed optimism regarding an upcoming major product launch event. While the leadership change has sparked debate among traders about future innovation and stock valuation, the conversation also remains focused on potential regulatory hurdles and legal disputes involving the company's trade secrets.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is seeing significant market pressure as traders debate its AI competitiveness against rivals like Anthropic and evaluate the impact of heavy capital expenditures on margins. Despite bullish views from some institutional investors and analysts regarding the company's valuation and cloud growth, retail sentiment remains cautious amid ongoing volatility and persistent selling pressure.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are trending following an earnings report where the company beat quarterly expectations and raised its full-year guidance, but experienced a significant price decline. Traders are debating whether the sell-off is an overreaction to cautious third-quarter revenue guidance and stretched valuation, or a justified correction after a strong run-up leading into the results.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as traders express significant frustration with recent share price volatility and downward movement, which many attribute to broader macroeconomic pressures like interest rates, inflation, and sector-wide sentiment. While some investors remain bullish based on long-term growth and the company's financial results, others are criticizing the stock's performance and opportunity cost, leading to intense debate over the impact of short selling and market manipulation.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks shares saw downward pressure following their earnings report as some investors took profits after a period of significant growth, despite the company beating earnings and revenue expectations. Market participants remain divided, with some concerned about the firm's rich valuation and decelerating organic growth, while others highlight the cybersecurity sector's durable demand and recent strategic AI-focused acquisitions.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Investors are focused on Oracle's upcoming earnings report, with sentiment divided between concerns over debt levels and capital expenditures and optimism regarding the company's cloud infrastructure growth and AI demand. Many traders are closely monitoring comparisons to peers like Dell and Salesforce, with debates continuing over whether the current price represents a buying opportunity or a value trap.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab shares experienced a strong rally following a Q2 earnings beat and raised full-year guidance, with traders highlighting strong AI-driven demand and record bookings. The community is split between bullish sentiment over the company's AI-powered growth and continued skepticism from traders who remain wary of valuation concerns and ongoing losses.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending following the announcement of a large power purchase agreement with Google to supply carbon-free geothermal energy for data center operations. While the community is largely bullish on the company's long-term potential to meet AI-driven power demand, some traders express concerns regarding valuation, ongoing losses, and potential future dilution.

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Tesla Stock Crushes Rivian, Chinese EV Rivals In August — Wall Street Sees More Upside Before Cybercab Event 

Equity

Tesla added 38 Cybercabs to its Robotaxi fleet, bringing the Texas DMV-registered total to 45.

Li Auto Says It Wants to Be 'Like Apple and Huawei'

Li Auto says its in-house chips and batteries are about following Apple and Huaweinot replacing Nvidia or CATL.read more...

Buy, Sell or Hold NIO Stock? Key Tips Ahead of Q2 Earnings

NIO heads into Q2 earnings with strong delivery growth, rising revenue expectations and margin pressure.

Li Auto Swings to Loss As Margins Collapse and Outlook Disappoints

Li Auto stock hit a 52-week low after reporting an earnings miss and issuing a weak Q3 revenue outlook, despite beating sales estimates.read more...

PSNY Stock Loses August Race To Chinese EV Rivals — Unexplained US Ban Deals Polestar A Fresh Blow

Polestar is pivoting toward Europe, which generated nearly 80% of its first-half retail sales.

Should You Invest in NIO Stock Now While It's Still Under $5?

NIO's accelerating deliveries, broader lineup and improving margins support the case for buying shares under $5, despite rising input-cost pressure.

Li Auto Inc. Sponsored ADR (LI) Advances While Market Declines: Some Information for Investors

In the most recent trading session, Li Auto Inc. Sponsored ADR (LI) closed at $12.92, indicating a +1.65% shift from the previous trading day.

NIO Stock Climbs Overnight: UBS Rebuilds Stake To $97M, JPMorgan Slashes Holdings Again

The UBS purchase reversed a sharp Q1 decline, though its holdings remain far below their early-2025 peak.

Li Auto Inc. Sponsored ADR (LI) Stock Drops Despite Market Gains: Important Facts to Note

Li Auto Inc. Sponsored ADR (LI) closed at $12.27 in the latest trading session, marking a -1.6% move from the prior day.

Li Auto Inc. Sponsored ADR (LI) Beats Stock Market Upswing: What Investors Need to Know

Li Auto Inc. Sponsored ADR (LI) reached $12.96 at the closing of the latest trading day, reflecting a +2.09% change compared to its last close.

• Reported GAAP EPS of -$0.22 down -215.79% YoY
• Reported revenue of $3.83B down -9.34% YoY
• For the third quarter of 2026, Li Auto expects vehicle deliveries to be between 95K and total revenues to be between RMB26.6B and RMB28B, respectively.

Li Auto faced material financial deterioration during the second quarter of 2026, characterized by a net loss, an 11.5% year-over-year decline in vehicle deliveries, and a substantial compression in gross margins.

Li Auto demonstrated resilience through a sequential gross margin expansion, maintained its position as the top-selling domestic brand in China's premium market, and successfully refreshed its core vehicle product lineup.

Li Auto, Inc. engages in the design, development, manufacture, and sale of premium smart electric vehicles. Its products include Li MEGA, a high-tech flagship family MPV, Li L9, a six-seat flagship family SUV, and Li L8, a six-seat premium family SUV, and Li L7, a five-seat flagship family SUV. The firm also offers in-house development efforts on its proprietary range extension system, next-generation electric vehicle technology, and smart vehicle solutions. The company was founded by Xiang Li in April 2015 and is headquartered in Beijing, China.

Li Auto Inc - ADR

Bullish 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	-$0.08	--	--	N/A
Q2 '26	-$0.12	-$0.22	-85.73%	MISSED
Q1 '26	-$0.27	-$0.31	-15.71%	MISSED
Q4 '25	$0.03	$0.04	11.37%	BEAT
Q3 '25	$0.10	-$0.05	-153.15%	MISSED

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