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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel shares are experiencing high volatility following a double-beat earnings report that highlighted strong revenue growth and increased AI demand, though sentiment is being dampened by concerns over significantly higher future capital expenditure. The community is sharply divided, with bulls pointing to fundamental turnaround progress and foundry momentum, while bears are focused on the stocks rapid fade from post-earnings highs and broader sector weakness.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is facing intensified downward pressure and historic price lows as investors debate whether aggressive share buybacks and potential mergers can offset structural concerns regarding subscriber churn and debt. While some community members view the stock as a deeply undervalued infrastructure play poised for a potential short squeeze, others remain skeptical, citing continued selling momentum and a lack of clear catalysts to reverse the ongoing bearish trend.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is experiencing positive market momentum driven by sustained semiconductor capital expenditure and strong demand for advanced manufacturing tools essential to the AI and memory infrastructure buildout. Investors are actively watching key earnings reports and analyst sentiment, which have reinforced the company's vital role in the semiconductor supply chain.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is in focus as investors digest recent earnings results and assess the company's competitive standing against satellite broadband providers. Community members remain divided, with some highlighting the stability of its high dividend yield as a long-term defensive play, while others express concerns regarding debt levels and the potential impact of emerging satellite technology on its market share.

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 following the announcement of 70 million dollars in new defense and autonomous technology orders secured over the past month, fueling significant community speculation about a potential short squeeze. Investors are actively discussing the stock's strong technical momentum, increasing borrow fees, and the company's positioning within the expanding autonomous defense sector ahead of upcoming earnings.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is surging as investors react to bullish second-half guidance and management's confidence in near-term EBITDA growth. The community remains deeply polarized over potential strategic partnerships, with many retail investors voicing strong opposition to any deal involving foreign entities like POSCO while focusing on the stock's critical role in domestic industrial and defense supply chains.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending after a massive sell-off triggered by earnings results that failed to satisfy investor demands for clarity on AI, robotics, and autonomy timelines. Community discourse remains deeply polarized, with bears pointing to aggressive spending and valuation concerns while bulls are debating the merits of buying the dip and speculating on a potential merger with SpaceX.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is gaining momentum as investors focus on a surging defense backlog and a recent contract to supply Patriot missile systems to Ukraine, fueling discussions about a long-term rearmament supercycle. The community remains actively focused on the stock's capacity to meet global demand for key munitions, such as Tomahawk and AMRAAM systems, while maintaining healthy margins in its commercial aerospace segment.

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 Corp. is trending as investors weigh its role as a key supplier for the U.S. defense sector against a volatile market environment that has pressured the entire critical minerals group. While some community members remain bullish on its long-term strategic value and ongoing defense contract deliveries, others are focused on technical resistance levels and short-term price volatility.

GraniteShares ETF Trust - GraniteShares 2x Long MU Daily ETF

GraniteShares 2x Long MU Daily ETF

The community is actively discussing strategies for trading the GraniteShares 2x Long MU Daily ETF, with a strong focus on scaling orders and managing positions to navigate low volume while expressing high conviction in the long-term growth of Micron. Investors remain bullish, highlighting long-term memory supply contracts and AI-driven demand as key catalysts, often encouraging peers to avoid profit-taking and maintain exposure to capture continued growth.

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Intel, Amkor Technology, MaxLinear, Lockheed Martin and Oracle: Why These 5 Stocks Are on Investors' Radars Today

INTC, AMKR, MXL, LMT, ORCL were among the stocks seen trending on Thursday, July 23, 2026.read more...

Thursday Sector Leaders: Defense, Railroads

In trading on Thursday, defense shares were relative leaders, up on the day by about 2.9%. Leading the group were shares of Lockheed Martin, up about 8.9% and shares of L3Harris Technologies up about 3.9% on the day.

Also showing relative strength are railroads shares, up on t...

Why Lockheed Martin Stock Launched Higher

Key PointsLockheed Martin exceeded all expectations for Q2 earnings...

Palantir vs. Lockheed Martin: Which Defense Stock Wins the Next 5 Years?

Key PointsPalantir offers explosive AI-driven growth potential, but its premium valuation demands nearly flawless execution...

QUICK SPARK: Trump's Defense Buildup Pays Off For Lockheed Martin and RTX

Lockheed Martin and RTX stocks surge on record Q2 backlog and strong demand, while iShares U.S. Aerospace & Defense ETF also rises.read more...

LMT Stock Sees Biggest Single-Day Rally In Nearly 25 Years As Lockheed Posts Record Backlog – Retail Says Defense Sector Getting Harder To Ignore

Equity

Lockheed Martin highlighted major contract wins to support long-term growth, helping lift its second-quarter backlog to a record $230 billion.


Lockheed Q2 Earnings Beat Estimates, Sales Increase Year Over Year

LMT beats Q2 earnings and sales estimates, delivers double-digit revenue growth and raises its 2026 sales and EPS outlook.

Jobless Claims Come in Decades Low

Oil Prices Dampen Mostly Strong Q2 Earnings

While Q2 earnings are mostly robust and Jobless Claims tick near 60-year lows, pre-markets are tumbling on hostilities in the Middle East.

Lockheed Martin Rockets 10%, RTX Jumps 7% on Beat-and-Raise Quarters and Record Backlogs

Lockheed Martin Rockets 10%, RTX Jumps 7% on Beat-and-Raise Quarters and Record Backlogs...

$LMT Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $7.98 up 446.58% YoY
• Reported revenue of $20.06B up 10.51% YoY
• Lockheed Martin Corporation now anticipates accelerated year-over-year sales growth of approximately 8%, driving 28% higher segment operating profit, and increased free cash flow, now projected by the company to be over $7 billion.

Stocktwits

Lockheed Martin Corp.

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $7.98 up 446.58% YoY
• Reported revenue of $20.06B up 10.51% YoY
• Lockheed Martin Corporation now anticipates accelerated year-over-year sales growth of approximately 8%, driving 28% higher segment operating profit, and increased free cash flow, now projected by the company to be over $7 billion.

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Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Extremely 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.

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Lockheed Martin shares spiked double digits following a massive earnings beat and a record $230 billion backlog announcement.

The passage of a $1.15 trillion defense spending bill is fueling massive momentum across the aerospace and defense sector.

Investors are weighing ongoing international conflicts as a primary driver for military spending and sector-wide growth.

Lockheed is focusing on scaling production rates and improving supply chain resilience to meet high demand for missile-defense systems.

Collaborations on anti-drone technologies and integrated defense platforms are drawing intense attention from tech-focused investors.

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