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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 after hours as investors react to a significant earnings beat and aggressive forward revenue guidance that exceeded analyst expectations. Despite strong fundamentals and a massive backlog, community sentiment remains divided as market participants weigh the company's impressive growth against persistent concerns regarding corporate governance and institutional trust.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is attracting significant attention as investors react to the company's Q2 revenue growth and the expansion of its Livermore production campus to meet rising aerospace and defense demand. The community is actively discussing the stock's potential for a short squeeze given its high short interest and the company's shift toward large-scale, mission-critical manufacturing.

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 after delivering a strong earnings beat, featuring revenue that doubled year-over-year and an expanding backlog now exceeding $100 billion, signaling robust, ongoing demand for AI infrastructure. The community is heavily focused on the stock's significant short interest and the potential for a massive short squeeze, with active debates centered on whether the companys heavy capital expenditure and debt load will successfully scale into long-term profitability or result in future dilution.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

Quantum Corporation is trending as investors react to a significant earnings-driven breakout, with community sentiment deeply divided between those betting on an AI-fueled storage rally and short sellers anticipating a classic pump-and-dump reversal. Traders are actively debating whether the stock's recent volatility is a genuine fundamental turnaround or another speculative cycle exacerbated by its name, while many monitor for potential equity offerings and sharp price retracements.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently the focus of heavy options activity as investors position themselves ahead of the upcoming Q2 earnings report. The community remains divided between those viewing the stock as a defensive safe haven and those concerned about its recent technical weakness and valuation compared to other retail giants.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is trending as investors debate the impact of potential new polysilicon tariffs and ongoing volatility surrounding the firm's G2 Austin facility expansion. While some in the community see a deep-value opportunity based on long-term data center energy demand, others are actively questioning management's communication, financing timelines, and recent capital expenditure updates.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following positive Phase 3 results for its lead drug candidate, which have fueled significant investor optimism and increased trading volume. The community is actively debating the stock's potential for further growth versus the risks of imminent share dilution as shareholders prepare for upcoming catalysts, including additional Phase 3 trial data expected later this year.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing upcoming earnings and formal guidance as key catalysts for a long-term re-rating.

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 seeing heightened trading volume and social media buzz as investors anticipate a major earnings report, fueled by optimism over recent defense contract wins and the stock's significant short interest. The community is actively debating the potential for a short squeeze, with many users highlighting strategic partnerships and institutional interest as catalysts for a potential move toward double-digit pricing.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is trending due to its pivotal role as a key supplier of Indium Phosphide substrates for the AI data center optical buildout, bolstered by strong institutional interest and long-term capacity agreements. The community is actively debating the stock's future trajectory, with bulls highlighting the potential for significant upside due to supply bottlenecks, while bears express caution regarding geopolitical risks and potential valuation volatility.

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QDEL Q2 Earnings & Revenues Beat Estimates, 2026 Guidance Lowered

QuidelOrtho beats Q2 earnings and revenue estimates, but cuts its 2026 outlook on persistent China weakness and a softer respiratory testing environment.

Integer Holdings Q2 Earnings & Revenues Top Estimates, Margins Decline

ITGR beats Q2 earnings and revenue estimates, but sales and margins decrease as product headwinds persist ahead of its $5.7B KKR deal.

Here's Why McKesson (MCK) is a Strong Momentum Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

$1000 Invested In McKesson 5 Years Ago Would Be Worth This Much Today

McKesson (NYSE:MCK) has outperformed the market over the past 5 years by 23.04% on an annualized basis producing an average annual return of 34.84%. Currently, McKesson has a market capitalization of $101.38 billion.read more...

Will Pharma and Specialty Demand Boost Cardinal Health's Q4 Results?

Cardinal Health heads into Q4 earnings with pharma, specialty and higher-margin businesses in focus as investors watch if growth offsets pricing headwinds.

10x Genomics Q2 Earnings & Revenues Beat Estimates, Gross Margin Up

TXG beats Q2 earnings and revenue estimates, expands gross margin and raises its 2026 revenue outlook despite a year-over-year sales decline.

Rigetti Q2 Earnings Miss Estimates on Higher Costs, Revenue Beat

RGTI's Q2 revenues surge 185.3% and beat estimates, but widening losses and higher R&D and SG&A costs continue to pressure profitability.

McKesson (MCK) is an Incredible Growth Stock: 3 Reasons Why 

McKesson (MCK) could produce exceptional returns because of its solid growth attributes.

Cardinal Health, Inc. (CAH) Hit a 52 Week High, Can the Run Continue?

Cardinal (CAH) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Solventum Stock Up as Q2 Earnings & Revenues Beat Estimates

SOLV's Q2 earnings and revenues beat estimates as organic sales increase 9.5%, prompting higher 2026 guidance despite ERP timing benefits.

McKesson Corp. engages in providing healthcare services. It operates through the following segments: North American Pharmaceutical, Oncology and Multispecialty, Prescription Technology Solutions (RxTS), and Medical-Surgical Solutions. The North American Pharmaceutical segment focuses on distribution of branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs to customers in U.S. and Canada. The Oncology and Multispecialty segment includes provision of solutions that includes specialty drug distribution, group purchasing organizations, infusion services, direct to patient pharmacy capabilities, InspiroGene cell and gene therapy services, technology solutions, practice consulting services, and vaccine distribution. The RxTS segment focuses on solving medication access, affordability, and adherence challenges for patients by working across healthcare to connect patients, pharmacies, providers, pharmacy benefit managers, health plans, and biopharma companies. The Medical-Surgical Solutions segment provides medical-surgical supply distribution, logistics, and other services to healthcare providers. The company was founded by John McKesson and Charles Olcott in 1833 and is headquartered in Irving, TX.

Mckesson Corporation

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	$901.77
Prev Close	$879.87
Open	$877.33
Dividend Yield	0.37%
50-Day Moving Average	$805.25
Beta	0.02
Avg. Volume	940,984.37
PE Ratio	24.13

52-Week High	$999.00
52-Week Low	$659.86
Market Capitalization	$102.58B
EPS (Annual)	$38.37
Price to Book	-24.67
Revenue Per Employee	$9.38M

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