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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 is trending as traders analyze the stock's technical setup and overall sector sentiment ahead of its upcoming fiscal second-quarter earnings report. Market participants are debating whether recent price volatility constitutes a buying opportunity or a warning of further downside, with discussions heavily focused on Dell's role in the AI server infrastructure market.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The market is experiencing volatility driven by heightened tensions in the Middle East following U.S. strikes against Iranian targets, which has pushed oil prices and bond yields higher. While some traders are bracing for further downside, others are betting on a reversal, citing historical patterns where similar geopolitical news triggers brief dips followed by quick recoveries.

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 shares experienced a significant rally following the transition of John Ternus to the CEO role and his positive internal memo regarding upcoming product launches. Investors are focused on the upcoming September 9 event, with some traders optimistic about the new leadership, while others express skepticism and view the price movement as a technical pump.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as traders react to escalating geopolitical tensions in the Middle East, specifically U.S. forces conducting strikes on Iranian targets near the Strait of Hormuz. While some investors are betting on further price surges due to supply chain disruptions, others are skeptical and focusing on potential diplomatic efforts or broader economic pressure as market catalysts.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPY is trending as retail traders react to a combination of geopolitical tensions in the Middle East and rising U.S. Treasury yields, which are fueling concerns about market stability. While some traders are bracing for a deeper correction, others emphasize the persistent resilience of the market to sustain prices despite these negative catalysts.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

The community is debating the potential for a short squeeze as Novavax shares face high short interest and investors look for catalysts following recent competitor developments in oncology vaccines. Discussions are primarily focused on the potential of the Matrix-M adjuvant platform to be utilized in cancer therapy and the hope for upcoming partnership announcements to drive price momentum.

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 a significant 396-megawatt power purchase agreement with Google, a development widely viewed by the community as a fundamental validation of the company's geothermal technology and its role in powering AI data centers. Traders are debating the stock's potential for a short squeeze and long-term valuation, with many optimistic about institutional demand while others caution against high dilution risk and the company's pre-revenue status.

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 is trending ahead of its upcoming earnings report, with the community expressing a mix of bullish sentiment regarding its role in the AI-driven cybersecurity boom and bearish concerns over its premium valuation. Traders are closely monitoring implied volatility and the potential for a volatile post-earnings move, referencing historical reaction statistics and ongoing sector rotation.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PCG and other California utility stocks experienced a significant decline following reports that state lawmakers failed to advance legislation providing protection against wildfire-related liabilities. Traders are expressing frustration over the volatility and uncertainty surrounding these regulatory risks, with some debating whether the sell-off represents a buying opportunity or a deeper issue.

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 is trending as traders analyze the stock's volatility and positioning ahead of its upcoming earnings report, with sentiment divided between those viewing the pullback as a buying opportunity and others concerned about macro headwinds and customer concentration risks. Discussion is focused on whether the stock will break support or experience a post-earnings rebound driven by AI connectivity demand.

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Lincoln Financial Research Finds 78% of Families Havent Discussed Life Insurance

For Septembers Life Insurance Awareness Month, Lincoln Financial has released new research that outlines key conversations adult children and aging parents may not be having related to coverage and family financial conversations. According to Lincoln Financials Consumer Sentiment Tracker, 78% of...

Lincoln National Stock Gains 25% in 3 Months: Hold or Fold?

LNC's 25% three-month gain reflects stronger annuity sales, improving Life Insurance results and capital strength, but market risks remain.

Zacks Industry Outlook Aviva, Reinsurance, Primerica, Voya and Lincoln National 

 Aviva, Reinsurance, Primerica, Voya and Lincoln National have been highlighted in this Industry Outlook article.

5 Life Insurance Stocks to Watch Despite Low-Interest Rate Environment

Redesigning and repricing of products and services amid a low-rate environment are likely to help Zacks Life Insurance industry players like AVVIY, RGA, PRI, VOYA and LNC. These companies are investing heavily in digitization.  

Americans Ready to Take Control of Financial Stress, Lincoln Financial Research Finds

New research from Lincoln Financial (NYSE: LNC) shows that while more than half of Americans surveyed identify finances as a leading or major stressor, 84% are motivated or have begun to take action to improve their wellbeing, suggesting an encouraging reality that individuals are looking to regain...

Lincoln Financial and Integrated Benefits Institute Outline How Employers Can Close Workforce Mental Health Gap

Lincoln Financial (NYSE: LNC) and long-standing research partner, Integrated Benefits Institute (IBI), released new research exploring how mental health challenges are shaping todays workforce, and what employers can do to offer support. The whitepaper, Putting Mental Well-Being Data to Work...

Lincoln National Restarts Buybacks After a Nearly Four-Year Pause

LNC is restarting share buybacks after nearly four years, backed by stronger capital, lower risk and about $714 million left in its program.

Lincoln Financial Announces Offers to Purchase Up To $500 Million Aggregate Liquidation Preference of Its Series C and Series D Depositary Shares

Lincoln Financial (NYSE: LNC) today announced the commencement by Lincoln National Corporation (the Company) of concurrent but separate offers (each, an Offer and, together, the Offers) to purchase for cash up to $500 million in aggregate Liquidation Preference (as defined below) (such amount, the...

Lincoln National Corporations Board of Directors Declares Quarterly Cash Dividend & Announces Plans to Resume Share Repurchases in the Third Quarter of 2026

Lincoln Financial (NYSE: LNC) announced today that the board of directors of Lincoln National Corporation declared a quarterly cash dividend of $0.45 per share on the companys common stock. The dividend on the common stock will be payable November 2, 2026, to shareholders of record at the close of...

Lincoln Financial Announces Chief Financial Officer Transition

Lincoln Financial (NYSE: LNC) today announced that Chris Neczypor, Executive Vice President and Chief Financial Officer, has decided to leave the company to pursue another opportunity outside of the industry. Adam Cohen, Senior Vice President, Chief Accounting Officer and Treasurer, has been...

Lincoln National Corp. is a holding company, which operates multiple insurance and retirement businesses through its subsidiary companies. It provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. It operates through the following segments: Annuities, Retirement Plan Services, Life Insurance, Group Protection, and Other Operations. The Annuities segment offers tax-deferred investment growth and lifetime income opportunities for its clients by offering fixed and variable annuities. The Retirement Plan Services segment includes employers with retirement plan products and services, primarily in the defined contribution retirement plan marketplaces. The Life Insurance segment focuses on the creation and protection of wealth for its clients by providing life insurance products, including term insurance, both single and survivorship versions of universal life insurance, variable universal life insurance, and indexed universal life insurance products. The Group Protection segment is involved in group non-medical insurance products, which includes term life, disability, dental, vision and accident and critical illness benefits and services to the employer marketplace through various forms of employee-paid and employer-paid plans. The Other Operations segment includes the financial data for operations. The company was founded in 1968 and is headquartered in Radnor, PA.

Lincoln National Corp.

LNC Stock Pops On Report Of Lincoln National’s Potential $5B Reinsurance Deal With Talcott

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	$2.04	--	--	N/A
Q2 '26	$1.96	$2.24	14.42%	BEAT
Q1 '26	$1.58	$1.66	5.11%	BEAT
Q4 '25	$1.90	$2.21	16.37%	BEAT
Q3 '25	$1.87	$2.04	9.21%	BEAT

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