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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

Attention is centered on SELLAS CEO Angelos Stergious comments that rigorous, unblinded REGAL data will resolve growing speculation as the Phase 3 AML trial approaches its final 80-event trigger, alongside favorable remarks from healthcare-industry executives about GPS. Traders remain divided between optimism that the 80th event and readout are imminent and bearish concerns about trial design and the still-unconfirmed event count, officially last reported at 78 of 80.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Hawkish Federal Reserve commentary and rising rate-hike expectations are driving a sharp selloff in SoFi, with traders focused on the companys sensitivity to interest rates. The community is split between bears who see further pressure and bulls who argue that potential hikes are already reflected in guidance and view the decline as a buying opportunity.

Corvex, Inc. is an AI cloud computing company, which specializes in GPU-accelerated infrastructure for AI workloads. Its products include GPU Clusters, Confidential Computing, Inference as a Service and GPU Node. The firm offers solutions include AI model builders, enterprises, federal and sovereign solutions. The company was founded by Seth Mitchell Demsey, Jay Crystal on October 21, 2024 and is headquartered in Arlington, VA.

Corvex Inc.

Movano Inc

A multi-year agreement to provide NVIDIA Blackwell GPU clusters to an AI infrastructure customer, alongside Corvexs data-center expansion and merger with Movano, is driving attention. Traders are broadly bullish on the AI-infrastructure pivot and potential low-float short squeeze, while skeptics cite execution uncertainty and substantial dilution risk from financing and the merger structure.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Geopolitical supply riskespecially uncertainty around the Strait of Hormuz and U.S.-Iran tensionsis driving attention to Chevron as traders assess the impact of volatile crude prices on upstream cash flow. The community is divided between bulls expecting continued energy strength and bears warning that a peace deal or reopening of shipping routes could unwind the oil-risk premium; Chevrons potential Venezuela expansion is a secondary theme.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops preliminary second-quarter update and amended convertible-note exchange, which caps potential share issuance and substitutes cash for further dilution, are driving attention alongside unusual activity in its warrants. Traders are divided between viewing improved operating profitability and reduced dilution as bullish, and focusing on weaker sales, remaining debt, and skepticism that a short squeeze will follow.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernovas mixed second-quarter reportan earnings miss despite stronger revenue, record backlog, and raised full-year guidancehas driven a sharp selloff and intense debate. Traders are split between viewing the decline as an overreaction and buying opportunity, while bears cite valuation, wind-segment losses, tariffs, and concerns that AI data-center demand is already priced in.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is drawing attention after CFO Julia Donnelly announced her departure for an early-stage company, prompting concerns about leadership continuity and slower growth. Traders view the selloff as either an overreaction, noting the interim CFO and stated lack of operational or accounting disagreement, or a sign of added uncertainty.

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

Energy Select Sector SPDR Fund

Escalating U.S.-Iran tensions and uncertainty around Strait of Hormuz shipping are driving oil-supply concerns, depleted strategic reserves, and renewed attention to energy equities. Traders are divided between bullish views that prolonged disruption supports XLE and caution that a ceasefire or reopening could unwind the geopolitical premium and pressure the overbought sector.

ExxonMobil Holdings Corp. is an international energy and petrochemical company, which creates solutions that improve quality of life and meets society’s evolving needs. The company is headquartered in Spring, TX.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Geopolitical tensions involving Iran and disruptions or potential restrictions around the Strait of Hormuz are driving attention to ExxonMobil through their impact on crude prices and energy-sector risk premiums. Traders are divided between expecting continued supply tightness and higher oil prices, and anticipating de-escalation or a ceasefire that could unwind the premium and pressure XOM; recent strong earnings and cash generation add to the discussion.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Rising oil prices and persistent IranMiddle East tensions, including disruption risks around the Strait of Hormuz, are driving attention as traders assess fuel costs and potential pressure on cruise demand and margins. The community is split between bearish short-term views focused on geopolitical and fuel risks and bullish investors citing resilient bookings, debt reduction, buybacks, dividends, and an inexpensive valuation.

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Energy Vault Holdings, Inc. Announces New Hire Awards Under NYSE Listing Rule 303A.08

Energy Vault Holdings, Inc. (Energy Vault) (NYSE: NRGV), a global energy storage company today announced that, effective on August 4, 2026, the Compensation Committee of Energy Vaults Board of Directors granted to 19 new employees restricted stock unit and performance-based restricted stock unit...

Energy Vault Holdings, Inc. (NRGV) Reports Q2 Loss, Beats Revenue Estimates

Energy Vault (NRGV) delivered earnings and revenue surprises of +15.00% and +0.40%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Energy Vault Reports Second Quarter 2026 Financial Results and Raises Full-Year 2026 Revenue and Gross Margin Guidance

Energy Vault Holdings, Inc. (NYSE: NRGV) (Energy Vault or the Company), a global leader in sustainable, grid-scale energy storage and AI compute infrastructure solutions, today announced financial results for the quarter ended June 30, 2026. The second quarter financial results reflect continued...

Energy Vault Announces Strategic Agreement to Deploy 1.25 GW of Integrated Power Infrastructure for Hyperscaler AI Data Center with Leading Power Generation EPC Deploying Caterpillar Gensets

Energy Vault Holdings, Inc. (NYSE: NRGV) ("Energy Vault"), a global leader in sustainable energy infrastructure, today announced the execution of a strategic commercial agreement under which Energy Vault will supply battery energy storage systems ("BESS"), grid-forming power conversion systems and...

BKV (BKV) Surpasses Q2 Earnings and Revenue Estimates

BKV (BKV) delivered earnings and revenue surprises of +43.75% and +0.95%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Bloom Energy (BE) Q2 Earnings and Revenues Surpass Estimates

Bloom Energy (BE) delivered earnings and revenue surprises of +100.00% and +30.88%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Energy Vault Breaks Ground on Powered AI Infrastructure Campus in Snyder, Texas to Deploy Crusoe Spark Modular Data Centers

Energy Vault, Inc. (NYSE: NRGV) ("Energy Vault"), a global energy infrastructure company supporting grid reliability and next-generation AI and high-performance computing infrastructure, today announced that construction has commenced at its powered AI infrastructure campus in Snyder, Texas, for...

Agility Robotics Strengthens Executive Leadership Team with Appointment of Michael Beer as Chief Financial Officer

Agility Robotics Strengthens Executive Leadership Team with Appointment of Michael Beer as Chief Financial Officer Agility Robotics Strengthens Executive Leadership Team with Appointment of Michael Beer as Chief Financial Officer PR Newswire SALEM, Ore., July 23, 2026 Experienced public company...

FLNC, CSIQ, NRGV Stocks Get Citi’s Attention Ahead Of Quarterly Earnings – Firm Says Energy Storage Demand To Drive Upside

Equity

Citi said the three companies are well-positioned to benefit from accelerating demand for energy storage, utility-scale solar projects, and the rapid expansion of AI-powered data center infrastructure.


Energy Vault Appoints Senior Capital Markets Veteran Nitin Dahiya from BlackRock as Chief Financial Officer as its Global Energy Infrastructure Growth Accelerates

Energy Vault Holdings, Inc. (NYSE: NRGV) (Energy Vault or the Company), a global leader in sustainable grid-scale energy storage and AI compute infrastructure solutions, today announced the appointment of Nitin Dahiya, CFA, as Chief Financial Officer, further strengthening the Company's executive...

• Reported GAAP EPS of -$0.17 up 22.73% YoY
• Reported revenue of $17.37M up 104.05% YoY

Energy Vault Holdings, Inc. continues to incur significant net losses, faces high customer concentration risk, and operates in a competitive environment with no guarantee of achieving or maintaining future profitability.

Energy Vault Holdings, Inc. achieved significant revenue and gross profit growth in Q2 2026 compared to the prior year, while expanding its global footprint through a strategic portfolio acquisition in Japan.

Energy Vault Holdings, Inc. is an integrated power infrastructure company that develops, owns, and operates flexible and reliable energy systems for utilities, independent power producers, industrial customers, and the AI and data center sectors. It focuses on accelerating time-to-power through energy storage, power generation, and grid resilience solutions. The company was founded by Robert Piconi, Andrea Pedretti and Bill Gross in October 2017 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Bearish 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	-$0.16	--	--	N/A
Q2 '26	-$0.14	-$0.15	-3.93%	MISSED
Q1 '26	-$0.10	-$0.12	-17.07%	MISSED
Q4 '25	-$0.05	$0.02	137.50%	BEAT
Q3 '25	-$0.08	-$0.10	-33.33%	MISSED

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