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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 trending after reporting strong quarterly results that surpassed analyst expectations, with significant revenue growth and a massive $104 billion backlog highlighting relentless demand for AI compute infrastructure. The community is actively debating the company's financial health, weighing its rapid expansion and large customer commitments against high capital expenditures, debt levels, and mixed perspectives on long-term profitability.

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 is trending as investors focus on its recent multi-million-dollar defense contract with the Israeli Ministry of Defense, fueling community speculation about a potential short squeeze ahead of earnings. Traders are actively discussing the firm's strategic expansion into tactical attack drones, while debating the impact of elevated short interest on the stock's near-term volatility.

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 seeing intense community engagement following a major earnings beat and significantly higher-than-expected revenue guidance for the coming fiscal year, which investors are highlighting as a strong signal of persistent AI infrastructure demand. While the stock's price action remains volatile, shareholders are actively discussing a potential short squeeze and institutional re-rating, contrasting the company's surging profitability and record order backlog against ongoing skepticism surrounding its management and previous regulatory headlines.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike stock is facing downward pressure following a competitor's weak fiscal report and a J.P. Morgan downgrade that cited concerns over a prolonged turnaround in China. While the community is divided between those viewing the price decline as a long-term value opportunity and those frustrated by the stock's stagnant performance, discussions remain heavily focused on whether current leadership can effectively execute its strategic reset.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors react to a strong quarterly report and optimistic guidance, which are being viewed as indicators of sustained demand for optical connectivity in AI data centers. Community discussion is focused on the company's ability to capitalize on market constraints for laser components, with many participants treating recent price pullbacks as buying opportunities while debating the broader momentum within the optics sector.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSTR is trending as investors react to continued share dilution and Bitcoin sales alongside speculation about the Clarity Act's legislative timeline. Community discourse is sharply divided between those positioning for a potential short squeeze on positive momentum and skeptics criticizing the company's financial strategy and reliance on capital market activities.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing Inc. is seeing intense community focus as investors monitor the company's shift toward commercial revenue execution, fueled by recent strategic semiconductor acquisitions and expansion into photonic quantum systems. Despite lingering volatility and debate over short interest levels, bulls are optimistic that upcoming earnings and new commercial partnerships will serve as catalysts for a major breakout.

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 trending as the market digests a significant expansion of its production capacity, which the community views as a critical step toward securing large-scale aerospace and defense contracts. Traders are actively debating the stock's short-term volatility and potential for a squeeze, while long-term supporters emphasize the company's role as a vital infrastructure play within the metal additive manufacturing sector.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is trending as traders debate its potential for a massive breakout, fueled by optimism surrounding its high volume and ongoing token staking activity. While some community members are bullish on the project's recent feature updates and long-term utility, others remain skeptical, pointing to historical volatility and cautioning against potential short-term pullbacks.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is trending as investors weigh its impressive global revenue growth and premium brand positioning against concerns regarding cooling sales momentum in the Americas and potential competitive pressure. The community is actively debating the stock's rich valuation and leadership transitions, with many analysts focusing on whether the company can maintain its long-term growth story as it competes with established giants in a challenging consumer environment.

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STWD Stock Dips as Q2 Earnings Match Estimates, Revenues Rise Y/Y 

Starwood Property Q2 earnings matched estimates while revenues grew year over year on record assets and strong investment activity across its platform.

Best Value Stocks to Buy for August 6th

NLY, IDCBY and ACGBY made it to the Zacks Rank #1 (Strong Buy) value stocks list on August 6th, 2026.

Can Longbridge Growth Strengthen Ellington Financial's Earnings Base?

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Is Ellington Financial a Buy as Earnings Improve but Costs Rise Now?

EFC's stronger earnings and dividend coverage support its income outlook, but rising costs and market risks keep the investment case balanced.

The Zacks Analyst Blog Highlights Community Healthcare, Legal & General and Annaly Capital 

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High-yield picks like CHCT, LGGNY and NLY stand out as resilient income options as investors navigate inflation, rate uncertainty and market volatility.

Best Income Stocks to Buy for July 30th

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Annaly (NLY) Upgraded to Buy: Here's Why

Annaly (NLY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Rithm Capital Q2 Earnings Beat Estimates, Revenues Up Y/Y

RITM beats Q2 earnings estimates as higher asset management revenues and origination volumes are offset by weaker servicing revenues and higher expenses.

Analyst Report: Annaly Capital Management Inc

Analyst Report: Annaly Capital Management Inc...

$NLY Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.06 up 3433.33% YoY
• Reported revenue of $892.86M up 705.62% YoY

Annaly Capital Management, Inc. engages in the investment and financing of residential and commercial assets. It operates through the following segments: Agency, Residential Credit, Mortgage Servicing Rights (MSR), and Corporate and Other. The Agency segment invests in agency mortgage-backed securities. The Residential Credit segment is involved in non-agency residential mortgage assets within securitized products and whole loan markets. The MSR segment provides the right to service residential mortgage loans in exchange for a portion of the interest payments made on the loans. The company was founded by Michael A. J. Farrell and Wellington Jamie Denahan-Norris on November 25, 1996 and is headquartered in New York, NY.

Annaly Capital Management 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	$0.78	--	--	N/A
Q2 '26	$0.75	$0.79	5.18%	BEAT
Q1 '26	$0.74	$0.76	2.04%	BEAT
Q4 '25	$0.73	$0.74	1.39%	BEAT
Q3 '25	$0.72	$0.73	1.23%	BEAT

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