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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 surging in sentiment following a massive earnings beat and robust future revenue guidance that significantly topped analyst expectations. The community is actively discussing the cancellation of the company's previously planned stock offering, with many investors viewing the move as a major catalyst that removes a key bearish overhang and clears the path 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 is trending as retail investors rally behind the stock ahead of its earnings report, fueled by a newly announced multi-million-dollar defense contract with the Israeli Ministry of Defense. The community is actively discussing the stock's significant short interest and potential for a squeeze, viewing recent contract wins and institutional interest as signals of a major fundamental shift for the company.

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 investor anticipation heading into their earnings release, with shareholders closely monitoring the impact of massive industry-wide AI infrastructure financing initiatives. Community discussion remains polarized between bullish sentiment over long-term compute demand and cautionary concerns regarding short-term volatility and active short positions.

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 Corporation is facing significant downward pressure and volatility following a downward revision to its annual revenue guidance, which has fueled intense debate among retail investors regarding management's execution. While some in the community remain bullish on the company's long-term potential as a critical domestic antimony supplier, others are actively questioning the leadership's communication and the impact of lower global antimony prices on the stock's valuation.

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 surging as a massive revenue backlog and raised guidance fuel investor confidence in its AI infrastructure expansion, despite ongoing community debate regarding the company's heavy capital expenditure and high debt levels. Traders are actively discussing the potential for a short squeeze as the stock reacts to strong sequential growth, with many focused on whether this rally can sustain momentum ahead of upcoming economic data.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Vanguard Index Funds - Vanguard Morningstar Total Stock Market ETF

Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF is currently in focus as investors weigh the broader market's resilience against persistent concerns regarding high capital expenditure in the AI sector and geopolitical uncertainty stemming from ongoing conflicts. Community discussion remains heavily split between proponents of the long-term, passive 'buy-and-hold' strategy for broad market exposure and traders concerned that current index valuations may be vulnerable to a correction driven by economic macro-risks.

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

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is currently drawing significant investor interest as community members debate whether recent price pullbacks and equity offerings present a prime buying opportunity for a company benefiting from accelerating AI infrastructure demand. While the stock has faced downward volatility, analysts maintain bullish sentiment, emphasizing the company's strong long-term fundamentals and its role as a key co-design partner in the expanding AI hardware ecosystem.

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 currently a major focus of community discussion due to a potential short-squeeze setup, driven by high short interest, a tiny float, and upcoming second-quarter earnings. Investors are weighing recent revenue pre-announcements and aggressive expansion into AI infrastructure against concerns over management's communication, the impact of convertible bond financing, and the stock's overall volatility.

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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.

Current Price	$490.53
Prev Close	$492.46
Open	$491.04
Dividend Yield	1.41%
50-Day Moving Average	$511.66
Beta	0.48
Avg. Volume	2.14M
PE Ratio	31.67

52-Week High	$548.20
52-Week Low	$387.78
Market Capitalization	$227.01B
EPS (Annual)	$14.61
Price to Book	5.79
Revenue Per Employee	$521,441.61

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