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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 rallying as the company reported a significant revenue beat and raised guidance, highlighting explosive demand for its AI infrastructure despite ongoing concerns regarding cash burn and debt levels. The community is actively debating the sustainability of the company's aggressive capital expenditures, with many bulls pointing to the massive revenue backlog as proof of long-term dominance while vocal bears question the underlying math and 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 Inc. is currently trending as investors focus on its recent contract win with the Israeli Ministry of Defense, while community discussion remains dominated by anticipation of a short squeeze ahead of Thursday's earnings report. Bulls are actively monitoring key technical levels and institutional buying, betting that strong contract momentum and potential guidance raises will trigger a significant breakout for the stock.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors weigh an aggressive short position against strong institutional backing and anticipation for its upcoming earnings release. The community is heavily focused on whether the company's AI infrastructure buildout and new contract prospects will trigger a short squeeze or if current valuation concerns will lead to a pullback.

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 shares are trending following a massive earnings beat and aggressive FY27 revenue guidance that significantly topped analyst expectations, fueling intense community debate regarding a potential short squeeze. Investors are aggressively discussing the company's strong order backlog and profitability metrics, while skeptics continue to voice concerns over corporate transparency and lingering market sentiment regarding past investigations.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors brace for a critical quarterly financial update and closely monitor the ongoing, event-driven REGAL Phase 3 trial for GPS. The community is actively debating the company's self-imposed quiet period, with many bullish investors interpreting the lack of clinical trial updates as a sign that the 80th survival event has not yet occurred, while anticipating that the company's strong cash position and clinical progress will act as major catalysts.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is facing significant volatility following a major guidance cut and a disappointing quarterly earnings report, which has sparked intense debate among investors about management's performance and the company's long-term defense contracts. While the community remains divided over the CEO's leadership and the impact of Chinese market pricing, many long-term shareholders are maintaining conviction due to the company's role as a sole domestic supplier of critical minerals and potential future government support.

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 due to a stellar quarterly earnings report, with the community highlighting a strong revenue beat, upward-revised guidance, and a critical role in the accelerating AI data center and optical networking buildout. While the stock has seen significant volatility, investors are actively debating the sustainability of the AI infrastructure rally and the company's competitive position within the optical connectivity supply chain.

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 investors digest a massive new facility expansion and ongoing market speculation regarding its role in the aerospace and defense manufacturing supply chain. The community remains highly active, debating the stock's long-term potential as a critical technology enabler versus short-term volatility driven by institutional short interest and technical consolidation.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following a double beat on quarterly earnings and revenue that underscored robust consumer demand and strong traffic growth, leading to an initial stock jump. While investors are optimistic about the company's aggressive expansion and status as a best-in-breed Mediterranean chain, community discussions remain focused on potential overvaluation concerns and volatility after an early-trading sell-off.

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

AbCellera is trending following the announcement of a new T-cell engager collaboration with Vertex Pharmaceuticals, a move the community views as strong validation of the company's antibody discovery platform. Investors are actively discussing the stock's long-term potential ahead of key clinical data readouts for its lead program, ABCL635, while debating the impact of ongoing volatility and institutional partnership activity.

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NextNav is trending as investors closely monitor the FCC's regulatory process for its 900 MHz spectrum proposal, with recent volatility driven by high-profile congressional opposition and anticipation of an upcoming Notice of Proposed Rulemaking. The community is actively debating the strength of the company's ground-based PNT solution against interference claims, while bulls continue to focus on the long-term strategic value of the spectrum amid rumors of potential industry acquisition interest.

NextNav Inc. Reports Second Quarter 2026 Results and Operational Highlights

NextNav Inc. (NASDAQ: NN) a leader in next generation positioning, navigation, and timing (PNT) and 3D geolocation, today reported its financial results and operational updates for the quarter ended June 30, 2026. We are pleased to have strengthened our position across every dimension of our...

NN Stock Jumps 24% As Investors Cheer SpaceX’s Nod To NextNav Spectrum Vision  

Equity

The rally came after SpaceX, in an August 10 letter to the FCC, called for strict rules requiring companies to quickly build and use new spectrum licenses or risk losing them.


How Much Upside is Left in Spartacus Acquisition (NN)? Wall Street Analysts Think 106.44%

The consensus price target hints at a 106.4% upside potential for Spartacus Acquisition (NN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

N-able (NABL) Q2 Earnings Meet Estimates

N-able (NABL) delivered earnings and revenue surprises of 0.00% and +0.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Vontier Corporation (VNT) Tops Q2 Earnings Estimates

Vontier (VNT) delivered earnings and revenue surprises of +8.54% and -5.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Duolingo, Inc. (DUOL) Q2 Earnings and Revenues Top Estimates

Duolingo (DUOL) delivered earnings and revenue surprises of +8.20% and +0.37%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

NextNav to Participate in August 2026 Conferences

NextNav Inc. (Nasdaq: NN), a leader in next-generation terrestrial Positioning, Navigation, and Timing (PNT) and 3D geolocation solutions, today announced that Chief Financial Officer, Tim Gray, will participate in the following conferences in August 2026: Oppenheimer 29th Annual Technology...

NextNav and Safran Electronics & Defense Announce Agreement to Demonstrate 5G-Powered PNT Interoperability

NextNav Inc. (NASDAQ:NN), a leader in next-generation terrestrial Positioning, Navigation, and Timing (PNT) and 3D geolocation solutions, today announced an agreement with Safran Electronics & Defense to integrate and demonstrate interoperability between NextNav's terrestrial 5G Positioning...

NextNav Announces Date for Second Quarter 2026 Earnings Call

NextNav Inc. (NextNav) [NASDAQ: NN], a leader in next generation positioning, navigation, and timing (PNT) and 3D geolocation, today announced that it will release its results for the second quarter ended June 30, 2026 after market close on Tuesday, August 11, 2026, and will host a conference call...

All You Need to Know About Spartacus Acquisition (NN) Rating Upgrade to Strong Buy

Spartacus Acquisition (NN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

$NN Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.24 up 50.00% YoY
• Reported revenue of $1.15M down -4.33% YoY

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NextNav Inc

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.24 up 50.00% YoY
• Reported revenue of $1.15M down -4.33% YoY

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NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

Extremely Bullish 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	-$0.13	--	--	N/A
Q2 '26	-$0.16	-$0.24	-54.84%	MISSED
Q1 '26	-$0.14	-$0.12	14.29%	BEAT
Q4 '25	-$0.15	-$0.37	-146.67%	MISSED
Q3 '25	-$0.16	-$0.12	25.00%	BEAT

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Latest Earnings Results: Q2 '26

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