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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is surging following a blowout earnings report where significant Azure growth and strong guidance successfully countered recent market anxiety regarding AI infrastructure costs. Community sentiment has shifted dramatically, with investors celebrating the stock's role in stabilizing the broader market while shorts face intense pressure amid a heavy wave of bullish commentary and price target upgrades.

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 experiencing extreme volatility as investors weigh the ongoing surge in AI infrastructure demand against macro-economic fears and recent hedge fund liquidations. The community is sharply divided between bulls focused on the long-term potential of AI hyperscale cloud capacity and bears who are increasingly concerned about the sustainability of current valuations and potential margin pressure.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is currently the subject of intense community debate as investors navigate a disconnect between the company's strong operational performance, evidenced by record ABS issuance, and its stagnant, often volatile stock price. While supporters highlight institutional confidence and analyst buy ratings as potential catalysts for a major breakout, skeptics remain focused on the impact of macro headwinds and persistent institutional selling pressure.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is seeing intense market debate as investors weigh the potential of its late-stage obesity pipeline against concerns over management's capital strategy and pending dilution. Community sentiment remains polarized, with bullish investors highlighting upcoming maintenance data as a major valuation catalyst while bearish participants focus on management's insider selling, high cash burn rates, and skepticism regarding a potential buyout.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is currently trending as investors weigh a standout earnings report featuring record revenue and raised guidance against broader market volatility and institutional sell-side pressure. The community is sharply divided, with bulls pointing to the company's critical role in powering AI data centers, while others remain cautious due to sector-wide weakness and recent sharp price fluctuations.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is experiencing intense volatility as investors weigh a strong earnings performance against broader market pessimism toward AI infrastructure and high-beta assets. The community remains deeply divided, with many long-term bulls viewing the dip as a prime accumulation opportunity while others express frustration over the disconnect between the company's contracted backlog and its recent price action.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is facing significant downward pressure following its recent earnings report, where guidance failed to meet aggressive market expectations despite record revenue. The community remains deeply divided, with bears pointing to persistent litigation risks and subprime loan concerns, while bulls continue to debate whether the stock's recent volatility represents a classic short squeeze or a fundamental turning point.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

Phathom Pharmaceuticals is experiencing heightened volatility and community attention following a strategic shift to target high-ROI gastroenterologists and improved revenue guidance. While the stock has seen fluctuations due to recent capital raises and short-interest dynamics, investors remain focused on the path toward operating profitability and the long-term blockbuster potential of VOQUEZNA.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is trending as investors weigh its pivot toward insurance-reimbursed care and deep integration with retail partners like Walmart against ongoing revenue growth concerns in the BetterHelp segment. Community discussions highlight a divide between those tracking high short interest and institutional accumulation as a setup for a potential squeeze, and critics who remain skeptical due to prolonged financial performance and the competitive landscape.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the UAE's broad regulatory approval of ANKTIVA for both bladder and lung cancer, an expansion that bolsters its global footprint and fuels community speculation regarding international revenue potential. Investors are closely monitoring this momentum as they weigh the company's international commercial progress against upcoming quarterly earnings.

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NovoCure (NVCR) Upgraded to Buy: What Does It Mean for the Stock?

NovoCure (NVCR) 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.

Wall Street Analysts Believe NovoCure (NVCR) Could Rally 46.63%: Here's is How to Trade

The mean of analysts' price targets for NovoCure (NVCR) points to a 46.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Unlocking NovoCure (NVCR) International Revenues: Trends, Surprises, and Prospects

Examine the evolution of NovoCure's (NVCR) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Why Did CSX, UNP, NVCR Stocks Surge To 52-Week Highs Today? 

Equity

Investors rewarded strong execution, improving profits and raised outlook.


NVCR Stock Surges 28% For Best Day In Over 1.5 Years — What’s Driving The Rally?

The medical device maker, which develops Tumor Treating Fields (TTFields) therapy for cancer, said Q2 marked its strongest performance to date. 


Crude Oil Rises Sharply; T-Mobile Shares Fall Following Q2 Results

US stocks lower, Dow down 0.92%, NASDAQ 2.03% decline. T-Mobile stock falls 5%. NVE Corp up 38%, Novocure up 25%, Cleveland-Cliffs up 19%read more...

NovoCure (NVCR) Reports Q2 Loss, Beats Revenue Estimates

NovoCure (NVCR) delivered earnings and revenue surprises of +56.67% and +5.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Novocure Reports Second Quarter 2026 Financial Results

Novocure (NASDAQ: NVCR) today reported financial results for the second quarter that ended June 30, 2026. Novocure is a global oncology company working to extend survival in some of the most aggressive forms of cancer by developing and commercializing its innovative therapy, Tumor Treating Fields...

Exelixis (EXEL) Earnings Expected to Grow: Should You Buy?

Exelixis (EXEL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

NovoCure (NVCR) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release

NovoCure (NVCR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, the United Kingdom.

NovoCure Ltd

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.

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