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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 trending as investors react to a powerful earnings report, where the company smashed profit expectations and issued fiscal 2027 revenue guidance that significantly outperformed market estimates. While the community is actively debating the company's long-term valuation and management's credibility, many are highlighting the cancellation of planned stock dilution and record backlog as major catalysts for a potential short squeeze.

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 Inc. is trending as retail investors rally behind the stock ahead of earnings, fueled by a newly announced multi-million-dollar defense tender with the Israeli Ministry of Defense. The community is actively discussing a high short interest, viewing the stock as a prime candidate for a potential short squeeze while emphasizing its growing partnerships and role in the autonomous drone sector.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors react to strong second-quarter revenue growth and a double beat against analyst estimates, alongside news of expanded defense partnerships. While some community members remain focused on long-term sector growth and potential acquisition interest, others are actively debating the stock's valuation relative to other space peers and waiting for increased trading volume to sustain upward momentum.

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, featuring double-digit revenue growth and significant gains in guest traffic that underscore the brand's ability to maintain demand in a challenging sector. Community sentiment remains largely bullish, with many focusing on CAVA's category leadership and rapid store expansion as signs of long-term potential, despite some debate over the stock's premium valuation and short-term price volatility.

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 investors digest a massive revenue backlog and raised fiscal guidance that signals accelerating AI infrastructure demand. The community is sharply divided, with bulls highlighting the potential for a short squeeze and long-term scaling, while skeptical traders focus on persistent cash burn and high leverage.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors monitor upcoming company presentations and anticipate potential developments in their QNX automotive software and Alloy Kore platform. The community is actively discussing the stock's long-term potential in the physical AI and robotics sectors, while debating the impact of ongoing institutional accumulation versus persistent short-selling activity.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors weigh an aggressive short-squeeze setupdriven by high short interest and a small floatagainst the companys recent financing and upcoming earnings catalyst. Community members are debating the company's ability to execute on its massive AI infrastructure pipeline in Asia, with strong sentiment split between those calling it an undervalued growth play and those citing skepticism over dilution and management's past performance.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is surging as investors and institutions pile into its Indium Phosphide (InP) substrate business, which is seen as a critical physical bottleneck for the AI data center optical buildout. The community is actively debating the stock's long-term growth potential and capacity expansion plans versus risks related to geopolitical tensions and short-term price volatility.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is currently in the spotlight following the announcement of a strategic collaboration with Vertex Pharmaceuticals for T-cell engager development, adding to a recent partnership with Jazz Pharmaceuticals. The community is actively debating the platform's long-term validation versus the stock's recent volatility, with significant focus on the upcoming August Phase 2 readout for their lead program, ABCL635.

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 community anticipation ahead of its upcoming earnings report, with investors focused on potential growth guidance and the company's ability to secure large-scale AI infrastructure deals. The stock is currently a major battleground for retail traders who are actively cheering for a short squeeze to counter institutional short positions, while maintaining high conviction in the stock's long-term potential within the AI compute sector.

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International Flavors Q2 Earnings Miss Estimates, Sales Rise Y/Y

IFF misses Q2 earnings estimates as sales rise y/y, while portfolio changes, growth across key segments and a new buyback shape its outlook.

LIN Q2 Earnings & Revenues Beat Estimates on Volume & Pricing Growth

Linde delivers Q2 earnings growth as pricing, volume gains, currency and acquisitions drive sales, with electronics leading end-market gains.

Linde (LIN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Linde (LIN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Linde To Invest $1 Bln To Support Semiconductor Facility Expansion In Arizona

(RTTNews) - Linde PLC (LIN.DE, LIN), an industrial gas and engineering company, said that it has bagged a new long-term deal to supply ultra-high-purity industrial gases to a major semiconductor manufacturer...

Linde (LIN) Q2 Earnings and Revenues Top Estimates

Linde (LIN) delivered earnings and revenue surprises of +0.22% and +3.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Linde Reports Second-Quarter 2026 Results

Linde plc (Nasdaq: LIN) today reported second-quarter 2026 net income of $1,928 million and diluted earnings per share of $4.15, up 9% and up 11%, respectively. Excluding Linde AG purchase accounting impacts, adjusted net income was $2,089 million, up 8% versus prior year. Adjusted diluted earnings...

Linde to Invest $1 Billion to Support Major U.S. Semiconductor Facility Expansion

Linde (Nasdaq: LIN) today announced that it has been awarded a new long-term agreement to supply ultra-high-purity industrial gases to one of the worlds largest semiconductor manufacturers. The agreement will support the expansion of the customers semiconductor manufacturing complex in Phoenix...

The Zacks Analyst Blog Highlights Linde, Booking Holdings and General Dynamics

Linde, Booking Holdings and General Dynamics stand out for resilient operations, strong backlogs and growth strategies despite industry-specific risks.

Ingevity (NGVT) Tops Q2 Earnings and Revenue Estimates

Ingevity (NGVT) delivered earnings and revenue surprises of +32.82% and +4.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Top Research Reports for Linde, Booking Holdings & General Dynamics

Linde's resilient contracts, project backlog and pricing support cash flow, but weak EMEA demand and regional risks temper the outlook for 2026.

Linde Plc is a global industrial gases and engineering company. It designs and builds equipment that produces industrial gases. The company also offers gas production and processing services such as olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants and other types of plants. Its primary products are atmospheric gases and process gases. The company operates through the following reportable segments: Americas, EMEA APAC and Engineering. The Americas segment operates production facilities primarily in the United Sates, Canada, Mexico and Brazil. The EMEA segment has production facilities primarily in Germany, France, Sweden, the Republic of South Africa, and the United Kingdom. The APAC segment has production facilities located primarily in China, Australia, India, South Korea and Thailand. The Engineering segment designs and constructs turnkey process plants for third-party customers as well as for the gases businesses in many locations worldwide. Linde was founded by Carl Paul Gottfried von Lind in 1879 and is headquartered in Woking, the United Kingdom.

Linde Plc.

Can’t Grab SpaceX IPO Stock? Supplier Behind 70% Of Its Launches May Be 'Low-Risk' Alternative, Says Analyst

Equity

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	$4.52	--	--	N/A
Q2 '26	$4.49	$4.50	0.28%	BEAT
Q1 '26	$4.27	$4.33	1.40%	BEAT
Q4 '25	$4.18	--	--	N/A
Q3 '25	$4.18	$4.21	0.74%	BEAT

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