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Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Morgan Stanleys upgrade to Overweight, tied to stronger AI-driven server, storage and networking demand, has put HPE in focus alongside its upcoming earnings report. Traders are broadly bullish on the enterprise-infrastructure cycle and Juniper-related growth, though some are debating profit-taking, technical resistance and whether HPE can match Dells momentum.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Progress toward the European Lithium mergerincluding the court-approval timetable, upcoming proxy materials, and proposed cancellation of cross-held sharesis driving attention, alongside renewed enthusiasm for critical-minerals equities. Traders debate whether the move reflects a short or gamma squeeze and breakout setup, while bears cite dilution, project delays, and disputed economic-study assumptions.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Panasonic Advanced Technologys announced collaboration with Jasmy and JANCTION on a distributed-GPU Smart Render productreported to reduce rendering time substantially and target commercial useis driving attention. Traders view it as validation of Jasmys utility and potential AI/enterprise adoption, while skeptics question direct demand for JASMY and cite exchange-delisting concerns, low volume, and the risk of a temporary pump.

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

Anticipation of Teslas Cybercab robotaxi event, reinforced by pedal-less Cybercabs being added to Texass official roster, is driving the attention. Traders are debating whether the event and related Optimus/FSD updates can support further momentum or become a sell-the-news catalyst, with short-squeeze and options activity intensifying the move.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Rising long-term Treasury yields, driven by persistent inflation, higher oil prices, fiscal concerns and increased expectations for a Federal Reserve rate hike, are pressuring TLT and driving the discussion. Traders are split between bears who see further yield increases and bulls betting that Treasury buybacks could eventually support bonds, with many questioning whether the intervention can overcome underlying debt and supply pressures.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Anticipation of VK2735s obesity-drug maintenance-study readout is driving attention, with traders debating whether sustained weight loss, dosing convenience, and tolerability will differentiate it from existing GLP-1 therapies. Bullish participants expect the data to strengthen Vikings pipeline and partnership or buyout prospects, while skeptics warn of disappointing results, dilution, or a sell-the-news reaction.

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

Upcoming fiscal earnings are the dominant catalyst, with traders focused on whether sustained AI-server and data-center demand will support stronger guidance and margins. Bulls anticipate a beat and continued AI infrastructure momentum, while skeptics warn that elevated valuation, memory and component costs, and a potential sell-the-news reaction could pressure shares.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

A quarterly earnings miss and concerns about management execution have driven attention, with traders questioning the credibility and timing of Hut 8s AI data-center expansion amid uncertainty over Texas/ERCOT approvals. Bulls continue to point to the companys contracted AI capacity, power pipeline, and Bitcoin exposure, but the community remains divided over whether those assets can offset near-term execution risks.

Helium is a decentralized machine network powered by a physical blockchain. The network is created by gateways who also double as miners on our network. These gateway operators can earn tokens based on coverage they provide as well as transaction fees gained from machines connecting to their gateway  Helium is a new cryptocurrency. Hotspots earn for providing and validating wireless coverage and when devices on the network connect to the internet through Hospots  Helium is mined and distributed to Hotspot Owners, Helium Inc, and investors. There is no pre-mine of Helium, and every month approximately 5,000,000 new Helium are minted.  At the end of each mining period, roughly every 30 to 60 mins, Helium is distributed according to the allocation shown:

Helium

Heliums deployment in Celina, Texas, which repurposes municipal WiFi for carrier-grade coverage, is driving attention as traders view it as evidence of real-world DePIN adoption and network utility. Bullish participants cite momentum, carrier partnerships and potential token burns, while skeptics question sustainability because of dilution, weak hotspot economics and ongoing selling.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energys scheduled Q3 earnings release on September 2 is driving attention, with traders focused on guidance, data-center contract conversions, and progress on the ExxonMobil/PORTHOS carbon-capture demonstration. Bulls anticipate a meaningful commercial announcement or stronger outlook, while skeptics point to the lack of binding hyperscaler contracts, continued dilution, and managements execution record.

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MBIA Enters Oversold Territory (MBI)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me...

MBIA (MBI) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

MBIA (MBI) Reports Q2 Loss, Tops Revenue Estimates

MBIA (MBI) delivered earnings and revenue surprises of -180.00% and +35.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

MBIA Inc. Q2 Loss Drops

(RTTNews) - MBIA Inc. (MBI) released Loss for second quarter of -$46 million...

MBIA Inc. Reports Second Quarter 2026 Financial Results

MBIA Inc. (NYSE:MBI) today posted its second quarter 2026 financial results on its website at https://investor.mbia.com/investor-relations/financial-information/default.aspx. The financial results will also be furnished to the Securities and Exchange Commission (SEC) on a Current Report on Form 8-K...

Radian (RDN) Lags Q2 Earnings Estimates

Radian (RDN) delivered earnings and revenue surprises of -17.39% and +2.30%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Prudential (PRU) Q2 Earnings and Revenues Top Estimates

Prudential (PRU) delivered earnings and revenue surprises of +17.58% and +0.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

MBIA Inc. Investor Conference Call to Discuss Second Quarter 2026 Financial Results Scheduled for Friday, August 7 at 8:30 A.M. Eastern Time

MBIA Inc. (NYSE:MBI) will host a webcast and conference call for investors on Friday, August 7 at 8:30 a.m. (ET) to discuss its second quarter 2026 financial results and other issues related to the Company. The dial-in number for the call is 800-445-7795 in the U.S. and 785-424-1699 from outside...

Notable Friday Option Activity: MBI, DJT, OMER

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in MBIA Inc. (Symbol: MBI), where a total volume of 3,020 contracts has been traded thus far today, a contract volume which is representative of approximately 302,0...

MBIA (MBI) Reports Q1 Loss, Beats Revenue Estimates

MBIA (MBI) delivered earnings and revenue surprises of -45.46% and +20.00%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

• Reported GAAP EPS of -$0.91 up 18.75% YoY
• Reported revenue of $27M up 17.39% YoY

MBIA Inc. faces material risks from ongoing Puerto Rico PREPA bankruptcy litigation, potential regulatory intervention into MBIA Insurance Corporation, and significant uncertainty regarding the realizable value of its remaining asset recovery portfolio.

MBIA Inc. improved its quarterly net income performance compared to the prior year, maintains significant liquidity at the National subsidiary, and completed the disposal of its remaining discontinued operations.

MBIA, Inc. is a holding company, which engages in the provision of financial guarantee insurance, related reinsurance, advisory and portfolio services, and asset management advisory services. It operates through the following business segments: U.S. Public Finance Insurance, Corporate, and International and Structured Finance Insurance. The U.S. Public Finance Insurance segment issues financial guarantees for municipal bonds, including tax-exempt and taxable indebtedness of U.S. political subdivisions through its National subsidiary. The Corporate segment consists of general corporate activities including providing general support services to MBIA's other operating businesses and asset and capital management. The International and Structured Finance Insurance segment includes the operation of MBIA Corp. The company was founded in 1973 and is headquartered in Purchase, NY.

MBIA Inc.

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	-$0.10	--	--	N/A
Q2 '26	-$0.12	-$0.14	-12.00%	MISSED
Q1 '26	-$0.16	-$0.16	-3.23%	MISSED
Q4 '25	-$0.10	-$0.24	-140.00%	MISSED
Q3 '25	-$0.01	$1.03	10400.00%	BEAT

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