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Mobileye Global, Inc. engages in the business of developing and deploying driver assistance systems and autonomous driving technologies and solutions. It operates under the Mobileye and Other segments. The company was founded by Amnon Shashua and Ziv Aviram in 1999 and is headquartered in Jerusalem, Israel.

Mobileye Global Inc - Ordinary Shares - Class A

MOBILEYE GLOBAL INC

Mobileye is facing heightened investor attention as market participants debate the impact of leadership changes, ongoing robotaxi development, and a substantial share repurchase program. While some shareholders emphasize the company's long-term autonomous driving potential and strong backlog, others express concerns over execution risks, CEO turnover, and the viability of newer ventures like humanoid robotics.

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 facing significant downward pressure as investors react to a recent convertible note offering, fueling concerns over potential dilution and the company's capital allocation strategy. While the community remains deeply divided, many bulls are pointing to the company's multibillion-dollar contract pipeline and upcoming earnings as catalysts for a potential long-term rebound.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is experiencing significant volatility as investors react to the company receiving final approval to establish a federally regulated national trust bank, marking a key milestone in its regulatory standing. While some in the community view this as a foundational catalyst for long-term institutional adoption and stablecoin integration, others remain cautious, actively debating the impact of increased competition and whether current valuation trends reflect the broader regulatory risks.

TOSHI

TOSHI is trending as investors closely watch for potential ecosystem updates and catalysts, with community members actively debating whether current low price levels offer an accumulation opportunity or indicate a deeper consolidation. Discussions are dominated by speculation regarding future exchange listings and the potential for a short squeeze as long-term holders express frustration over recent price stagnation.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is facing significant investor skepticism and volatility as the community debates the stock's long-term stagnant performance against its strong content library and potential growth in streaming and parks. Despite some bullish sentiment regarding valuation and upcoming film slate, many retail traders remain frustrated, with active discussions focused on whether the stock can break its multi-year trading range or if it continues to be hampered by poor management and shifting market narratives.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is experiencing heightened volatility and active community discussion following the delivery of three major power turbines for its Project Matador site, which investors view as a critical milestone toward securing an anchor tenant. While some market participants express frustration over recent capital raises and management transparency, others are focused on aggressive call option volume and performance incentives that signal a potential hyperscaler partnership could be imminent.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing high volatility as investors weigh strong revenue growth and AI integration against concerns over its post-IPO performance and upcoming share lock-up expirations. The stock is currently a major focal point for traders due to heavy short interest, which has fueled intense speculation regarding the potential for a significant short squeeze in the coming weeks.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trending as investors weigh the long-term potential of small modular reactors to meet the surging energy demands of AI data centers against concerns over stagnant contract momentum. While the community remains divided, discussions focus on the stock's significant decline from previous highs and whether upcoming earnings or potential sector-wide policy shifts could catalyze a turnaround.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

$HYPE.X is currently trending as investors debate the sustainability of its unique revenue-based burn model amid intense market volatility and broader crypto sector consolidation. The community remains sharply divided, with bulls pointing to robust fee generation and institutional ETF inflows as a long-term catalyst, while bears express caution regarding token unlocks and intensifying competition from rival exchanges.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors weigh its leadership in AI-driven cybersecurity against a premium valuation ahead of a planned stock split. While analysts remain largely bullish on the company's long-term enterprise growth, the community is actively debating the stock's high valuation multiples and ongoing volatility.

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Expand Energy Targets the LNG, Power and Industrial Demand Expansion

EXE is building a broader natural gas business through LNG access, marketing expansion and customer growth while navigating infrastructure constraints.

Cheniere Energy (LNG) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Cheniere Energy (LNG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Antero Resources (AR) Q2 Earnings and Revenues Top Estimates

Antero Resources (AR) delivered earnings and revenue surprises of +1.33% and +4.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Shell Discovers Oil at Mediterranean's Deepest-Ever Offshore Well 

SHEL announces Egypt's deepest Mediterranean oil discovery, confirming an active petroleum system as commercial studies assess development potential.

How EQT Is Positioning for Data Center, Power & Global LNG Demand

EQT is building long-term gas demand through power contracts, data centers, pipelines and LNG exposure, but execution risks cloud the near term.

Expand Energy Announces $1.25 Billion Twin Eagle Acquisition Deal

EXE aims to capture more value across the natural gas supply chain through its $1.25 billion acquisition of Twin Eagle.

Cheniere Declares Quarterly Dividend

Cheniere Energy, Inc. (Cheniere) (NYSE: LNG) today announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share payable on August 18, 2026 to shareholders of record as of the close of business on August 10, 2026. About Cheniere Cheniere Energy, Inc. is the...

Chevron Signs Multi-Year North Malay Basin Contract With Velesto

CVX expands its offshore Malaysia plans as a Chevron subsidiary awards a $51 million drilling contract supporting the North Malay Basin gas development campaign.

SLB Q2 Earnings Beat Estimates on Digital & Production Systems Growth

SLB Q2 earnings & revenues top estimates as Digital and Production Systems growth offsets regional weakness, while data center momentum continues to accelerate.

Patterson-UTI Energy to Report Q2 Earnings: What's in Store?

PTEN to report Q2 results on July 29, with estimates pointing to a narrower loss as lower operating costs offset pressure from weaker revenues.

$LNG Q1 '26 Earnings Results & Recap

• Reported GAAP EPS of -$16.65 down -1160.51% YoY
• Reported revenue of $5.87B up 7.79% YoY
• Cheniere's board approved an increase in its share repurchase authorization to approximately $10B from 2026 through 2030, representing a $9B increase to the existing authorization.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1983 and is headquartered in Houston, TX.

Cheniere Energy Inc.

NEXT, LNG, VG: US LNG Shares Rise As Qatar Attack Threatens Key Export Hub

Equity

Bearish 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	$263.57
Prev Close	$258.06
Open	$257.19
Dividend Yield	1.06%
50-Day Moving Average	$246.11
Beta	0.34
Avg. Volume	2.37M
PE Ratio	43.14

52-Week High	$300.89
52-Week Low	$186.20
Market Capitalization	$54.08B
EPS (Annual)	$24.13
Price to Book	14.75
Revenue Per Employee	$11.43M

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