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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Political uncertainty ahead of the midterm elections and debate over the Iran conflict dominate discussion, with traders linking war and cost-of-living concerns to market pressure and DJTs decline. Bearish views prevail, though some speculate a peace deal or Republican win could improve sentiment.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to Iran-related tensions and reported threats to oil shipments through the Strait of Hormuz, which have fueled concerns about supply disruptions and supported crude prices. Bulls see further risk from possible escalation and depleted reserves, while bears expect a sharp pullback if negotiations produce a deal or tensions ease.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

Attention centers on ABCL635, AbCelleras antibody for menopausal hot flashes: traders are discussing its positive Phase 2 results and additional conference data while watching for longer-term durability results and clarity on a Phase 3 path. Bulls view the program as validation of AbCelleras pipeline, while skeptics say the latest presentation added little beyond known results and want more concrete clinical updates.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

Traders are focused on the Iran conflict, Strait of Hormuz shipping risks and reported attacks on energy infrastructure, with concerns about disrupted oil and fuel supply supporting interest in energy stocks. The community is split between those expecting further gains if tensions persist and those warning that diplomacy, easing supply fears or profit-taking could reverse the rally.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

Hopes for U.S.-Iran de-escalation are weighing on crude prices and UCO, while persistent concerns about Strait of Hormuz disruptions and constrained supply keep some traders bullish. The community is debating whether diplomacy will ease the oil-risk premium or whether renewed conflict will sustain sharp swings.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports of advanced talks to acquire Lumentum have driven attention, with traders worried the large deal could require substantial share dilution or debt and weigh on Marvell. Some see strategic value in combining Marvells AI networking chips with Lumentums optical technology, but the talks remain unconfirmed and the market reaction has been sharply negative.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas negative S&P outlook, tied to heavy AI infrastructure spending and uncertainty about free cash flow, is driving concern alongside fears that planned stock sales could dilute shareholders. Traders debate whether strong advertising growth and potential AI monetization can justify the investment, with some viewing the selloff as a buying opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming Q3 report is the dominant focus, with traders debating whether strong results and raised guidance can clear an already high bar as AI stocks face a broader pullback. Bulls expect continued growth, while skeptics warn that a beat may not prevent selling given the stocks lofty valuation and risk-off sentiment.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is drawing attention as natural-gas weakness and repeated lows collide with hopes for a winter-weather rebound. Traders disagree over whether colder forecasts and tighter storage could spark a bounce, while others point to mild-weather expectations, ample supply, and the ETFs leverage and futures-roll decay as risks.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A breakout to a 52-week high has fueled buyout speculationoften centered on Sanofiand hopes for a short squeeze, with traders also pointing to heavy call-option activity. BRIUMVIs commercial growth and forthcoming earnings and subcutaneous data add to the optimism, while some traders doubt a deal is imminent and see the rally as momentum ahead of results.

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TTM Technologies to Report Q3 Earnings: Buy, Sell or Hold the Stock?

TTMI heads into Q3 earnings with projected 86.57% EPS growth and strong AI demand, but its rich valuation and supply constraints leave investors weighing risks.

TTMI's Defense Pipeline Strengthens: Is Long-Term Growth Ahead?

TTM Technologies' $1.7B defense backlog, $7 billion-plus pipeline and advanced manufacturing investments strengthen its growth prospects amid rising demand.

TTMI Targets Defense Growth With Epiq Acquisition to Stay Ahead

TTM Technologies expands its defense reach with Epiq, adding software-defined radios, advanced RF and space computing while deepening vertical integration.

Is the Options Market Predicting a Spike in Mercury Systems Stock?

Investors need to pay close attention to MRCY stock based on the movements in the options market lately.

Here's How Much $1000 Invested In Mercury System 20 Years Ago Would Be Worth Today

Mercury System (NASDAQ:MRCY) has outperformed the market over the past 20 years by 1.03% on an annualized basis producing an average annual return of 10.17%. Currently, Mercury System has a market capitalization ofread more...

Mercury Systems (MRCY) Down 13.8% Since Last Earnings Report: Can It Rebound?

Mercury Systems (MRCY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Here's How Much $100 Invested In Mercury System 20 Years Ago Would Be Worth Today

Mercury System (NASDAQ:MRCY) has outperformed the market over the past 20 years by 1.28% on an annualized basis producing an average annual return of 10.36%. Currently, Mercury System has a market capitalization ofread more...

Mercury Systems Extends CEO Bill Ballhaus' Contract Through August 2030

(RTTNews) - Mercury Systems Inc. (MRCY), an aerospace and defense electronics company, on Wednesday announced that it entered into an agreement to extend the employment contract of Chairman and CEO Bill Ballhaus for another three years through August 15, 2030...

Mercury Systems (MRCY) Q4 2026 Earnings Call Transcript

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Did Mercury Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Did Mercury Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders? Did Mercury Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK, Aug. 25, 2026 Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or...

Mercury Systems, Inc. is an aerospace and defense electronics company, providing breakthrough capabilities in signal and data processing. The company was founded on July 14, 1981 and is headquartered in Andover, MA.

Mercury Systems Inc

PLTR, MRCY Stocks Gain After Announcing Partnership To Automate US Defense Manufacturing 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>The companies stated they would automate factory operations and material planning to increase production without extending delivery schedules or raising costs.</li><li>Palantir will deploy its Foundry platform to build a digital model of Mercury's manufacturing operations, improving planning and decision-making.</li><li>The partnership expands Palantir's growing presence in defense technology following collaborations with companies including Anduril, SpaceX, and OpenAI.</li></ul>Shares of Palantir (PLTR) and Mercury Systems (MRCY) rose in morning trade on Monday after the companies announced a strategic partnership aimed at improving manufacturing efficiency for U.S. defense programs. This marks another move deeper into the defense sector for Palantir, which is scheduled to report second quarter (Q2) earnings after the bell.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> rose over 2% at market open, while&nbsp;<a href="https://stocktwits.com/symbol/MRCY">MRCY stock</a> gained over 6%.&nbsp;On Stockwits, retail sentiment around Palantir remained in the ‘neutral’ zone over the past day, while sentiment around Mercury Systems improved to ‘bullish’ from ‘neutral’ territory.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_16_c682cba40c.png" alt="image (16).png" width="1271" height="696"><figcaption>MRCY stock retail sentiment on August 1 as of 9:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Palantir, Mercury Systems Partner To Improve Defense Manufacturing</h2>Palantir said it would deploy its software to help Mercury automate factory operations and material planning for programs supporting the U.S. Department of Defense. The companies stated that the initial focus will be on reducing manual work, improving manufacturing efficiency, and increasing production without raising costs or delaying deliveries.Palantir also plans to build Mercury, an "enterprise ontology" described as a digital twin of the company's operations and business practices, using its Foundry platform to enable faster decision-making and more predictable production schedules.<h2 class="st-heading-2">Partnership Adds To Palantir's Defense Expansion Ahead Of Earnings</h2>Over the past two years, Palantir has increasingly positioned itself as a key technology partner for defense manufacturers and military programs. The company has worked closely with defense startup Anduril and other technology firms, including SpaceX (SPCX) and OpenAI, on projects designed to modernize U.S. military capabilities. That consortium has secured work tied to the Pentagon's Golden Dome missile defense initiative and the Army's Robotic Combat Vehicle program.In its Q2 report scheduled after the bell, Wall Street is expecting Palantir to report earnings per share (EPS) of $0.35 on revenue of $1.8 billion.&nbsp;PLTR’s stock has fallen over 30% this year and around 23% in the last 12 months. Meanwhile, MRCY’s stock has gained over 30% this year and climbed more than 80% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crcl-shares-crypto-stocks-downgrade-bitcoin-price-clarity-act/cZoTJQdRJdI">CRCL Leads Crypto Stocks Lower After Morgan Stanley Downgrade Adds To Bitcoin, CLARITY Act Pressure</a>

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

Wall Street is expecting Palantir to report earnings per share of $0.35 on revenue of $1.8 billion in its Q2 report scheduled after the bell.

PLTR, MRCY Stocks Gain After Announcing Partnership To Automate US Defense Manufacturing

Wall Street is expecting Palantir to report earnings per share of $0.35 on revenue of $1.8 billion in its Q2 report scheduled after the bell. 


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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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