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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 fresh 52-week highs ahead of the Q3 report is drawing attention, with traders focused on BRIUMVIs sales growth and possible guidance updates. Buyout and short-squeeze theories are circulating but remain speculation; the upcoming subcutaneous BRIUMVI data is another anticipated catalyst, while some traders warn the rally may already reflect high expectations.

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

Lennar Corp.

Berkshires disclosed accumulation of a large Lennar stake has fueled bargain-buying interest, but traders are debating it against Hunterbrooks short-report allegations about Lennars transactions with spinoff Millrose. The dispute adds to concerns over weak results and outlook, pressured affordability, and elevated mortgage rates.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is drawing attention after traders cited a Northland upgrade tied to its C3 Code agentic-AI platform, alongside heavy call activity and the stocks potential as a short-squeeze candidate. Bullish traders see a turnaround opportunity, while skeptics point to declining revenue and persistent losses as reasons for caution.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave shares are drawing attention amid a steep selloff across quantum-computing stocks, with traders questioning whether high valuations, limited near-term commercialization and competition from classical AI can support the sector ahead of Q3 results. Some see the pullback as a buying opportunity, while others expect more downside.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons stronger-than-expected third-quarter results, led by Dupixent and Eylea HD, drove a sharp share-price jump and a fresh high. Traders largely welcomed the report, while debating whether the breakout can hold and pointing to heavy call-option activity.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

Discussion centers on REalloys speculative role in a North American rare-earth and magnet supply chain ahead of 2027 U.S. defense sourcing restrictions, including its Army-linked Tooele opportunity and Tanbreez offtake agreement. Bulls point to strategic demand and potential sector momentum, while skeptics cite limited company updates, execution risk and sharp volatility; the Tooele discussions are not presented as a finalized agreement.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLAs quarterly results topped expectations and its forward outlook was strong, but shares are falling amid weakness in tech and semiconductor equipment stocks. Traders are debating whether the selloff reflects sector-wide risk-off and valuation pressure, or an overreaction to solid fundamentals; analyst price-target cuts have added to the discussion.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

BLZE is under pressure after a steep pullback, with traders pointing to broader tech weakness and CoreWeaves decline while positioning around the upcoming earnings report. The community is split between dip-buyers betting on strong results or new contracts and cautious traders concerned that earnings could bring further losses.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is falling amid a broad semiconductor selloff that traders attribute largely to Intels weak forward guidance, with some also pointing to bearish put-option activity. The community is split between buying the pullback and expecting further downside, while noting the drop appears tied more to sector pressure than a clear Qualcomm-specific catalyst.

BitGo Holdings, Inc. operates as a digital asset infrastructure company delivering custody, wallets, staking, trading, financing, stablecoins, and settlement services from regulated cold storage. It focuses on accelerating the transition of the financial system to a digital asset economy. The company was founded by Michael Belshe and Ben Davenport in 2013 and is headquartered in Sioux Falls, SD.

BitGo Holdings Inc. - Ordinary Shares - Class A

BitGos latest earnings are drawing attention: traders are weighing strong revenue growth against a wider net loss, with some blaming the results for renewed share-price weakness. Bullish investors argue that Bitcoins recovery and expanding custody and institutional services could support a rebound, while others remain concerned about profitability and the stocks persistent decline.

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NETSTREIT: 3 Key Takeaways for Long-Term Investors

Key PointsNETSTREIT raised its 2026 net investment target to at least $800 million...

NETSTREIT (NTST) Q3 2026 Earnings Call Transcript

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NETSTREIT (NTST) Matches Q3 FFO Estimates

NETSTREIT (NTST) delivered FFO and revenue surprises of 0.00% and +5.40%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

NETSTREIT Reports Third Quarter 2026 Financial and Operating Results

NETSTREIT Corp. (NYSE: NTST) (the Company) today announced financial and operating results for the third quarter ended September 30, 2026. I am pleased to report another solid quarter of investments that are leased to high quality net lease tenants. While rapid changes in the capital markets have...

NETSTREIT Corp. Announces $550.0 Million in Additional Financing Commitments and Amendments to Existing Credit Facilities

NETSTREIT Corp. (NYSE: NTST) (the Company) announced the closing of $550.0 million in additional financing commitments and amendments to its existing credit facilities agented by PNC Bank, National Association (the PNC Credit Agreement), Wells Fargo Bank, National Association (the Wells Fargo...

PK vs. NTST: Which Stock Is the Better Value Option?

NETSTREIT (NTST) Q2 FFO and Revenues Beat Estimates

NETSTREIT (NTST) delivered FFO and revenue surprises of +2.94% and +3.86%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

NETSTREIT Reports Second Quarter 2026 Financial and Operating Results

NETSTREIT Corp. (NYSE: NTST) (the Company) today announced financial and operating results for the second quarter ended June 30, 2026. I am pleased to report another solid quarter of gross investment activity at attractive yields as the net lease marketplace remains highly favorable for our...

Higher NII & Servicing Income to Support Annaly's Q2 Earnings 

NLY's Q2 results, set to report on July 21, are likely to gain from higher NII and servicing income, while mortgage market volatility may pressure book value.

AGNC Investment to Report Q2 Earnings: What's in Store for the Stock?

AGNC set to report Q2'26 earnings on July 20 as investors watch net interest income, asset yields and book value amid mortgage-rate volatility.

NetSTREIT Corp. is an internally managed Real Estate Investment Trust that specializes in acquiring single-tenant net lease retail properties nationwide. It acquires, owns and manages a diversified portfolio of single-tenant, net lease retail commercial real estate. The firm's growth and strategy focus on tenants in industries where a physical location is critical to the generation of sales and profits, with a focus on necessity goods and essential services in the retail sector. Its portfolio consists of properties leased to e-commerce resistant tenants with healthy balance sheets. The company was founded in 2019 and is headquartered in Dallas, TX.

Netstreit Corp

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
Q4 '26	$0.10	--	--	N/A
Q3 '26	$0.09	$0.08	-10.25%	MISSED
Q2 '26	$0.08	$0.06	-22.76%	MISSED
Q1 '26	$0.07	$0.06	-13.54%	MISSED
Q4 '25	$0.07	$0.02	-69.66%	MISSED

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Latest Earnings Results: Q3 '26

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