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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 as investors digest strong revenue growth and a massive backlog that has sparked a significant after-hours rally. Community discussion is sharply divided between bulls celebrating the company's AI infrastructure scale and bears highlighting ongoing net losses, heavy capital expenditure, and debt concerns.

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 trending as investors rally around a string of recent defense contract wins, including a high-profile tender for tactical attack drones, ahead of an earnings report that many anticipate could spark significant volatility. The community remains deeply divided, with bulls pointing to institutional backing and a massive short interest as catalysts for a potential squeeze, while skeptics caution against the stock's high float and history of post-earnings volatility.

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 (UAMY) is trending following a significant miss on revenue guidance and a weak quarterly report, fueling intense community debate over management's performance and the company's long-term viability. Investors are actively discussing the impact of Chinese price suppression on the sector, the importance of potential government-backed price floors, and the strategic necessity of domestic supply independence ahead of shifting regulatory deadlines.

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 Inc. is trending as investors digest a strong earnings report featuring a significant revenue beat and raised guidance, fueling community optimism around its pivotal role in AI data center infrastructure. Despite some market volatility and debates over valuation, supporters highlight the company's ability to maintain premium margins due to limited supply in high-demand laser and optical connectivity components.

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 aggressively position themselves ahead of the upcoming earnings release and closely track volatility, with the community actively debating the company's long-term growth potential and high short interest. Market participants are balancing skepticism from high-profile short-sellers against major institutional backing and the broader AI infrastructure expansion cycle.

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 surging following a massive earnings beat and aggressive FY2027 revenue guidance that significantly topped analyst expectations. The community is actively discussing the stock's potential for a short squeeze as investors weigh strong AI infrastructure demand against persistent market skepticism regarding the company's leadership and corporate governance.

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 after reporting strong Q2 revenue growth that exceeded consensus, driven by accelerating demand across the aerospace, defense, and space sectors. The community is actively discussing the company's shift from a demand-constrained environment to a capacity-constrained one, with bullish sentiment focusing on institutional confidence, institutional interest in their manufacturing expansion, and the potential for a short squeeze given the high short interest.

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 experiencing significant volatility following a major leadership restructuring, where the company's co-founders have returned as co-CEOs to navigate the next phase of growth. Investors are closely monitoring how this management shift impacts the brand's premium growth trajectory and whether it can effectively address investor concerns regarding market share and execution.

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 experiencing significant market interest driven by ongoing discussions around potential supply shocks, institutional staking activity, and the broader anticipation of an altcoin season. While some community members are highlighting bullish technical indicators and network utility, others remain skeptical, debating the project's long-term sustainability and reliability.

Quantinuum Inc. is a quantum computing platform that offers solutions like hardware platforms, developer tools, application libraries and solution-targeted intellectual property (“IP”). The company was founded on January 20, 2026 and is headquartered in Broomfield, CO.

Quantinuum Inc. - Ordinary Shares - Class A

Quantinuum Inc.

Quantinuum is trending as investors react to its recent public debut and broader sector volatility, with the community actively debating the company's valuation relative to its peers and its long-term potential in the quantum computing space. Discussions are heavily focused on the competitive landscape of quantum technologies, with many traders comparing Quantinuum's market positioning and partnership with Honeywell against other industry players like Infleqtion and IonQ.

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ONON Stock Plunges To 2-Year Lows In Record Single-Day Crash After Guidance Cut, Revenue Miss

ONON is falling after reporting Q2 revenue of $1.05 billion, below the $1.08 billion consensus, and trimming full-year net sales growth guidance to the low-20% range from at least 23%. The company cited weaker sell-through for everyday running products in a promotional U.S. market and deliberately limited wholesale sell-in in the Americas, which slowed wholesale growth to 12.7% at constant currency.

Stock Market Today, Aug. 11: On Holding Stock Plunges on Worst Day Ever

On Holding (NYSE:ONON), a premium performance running shoes and activewear brand, closed at $30.91, down 20.29%. The stock plunged after second-quarter sales missed estimates and management lowered its full-year growth outlook, as investors are watching wholesale sales and North...

Nike, Lululemon, Deckers, and On Holding Have All Plunged. What's the Best Buy of the Four?

Key PointsFootwear and athletic apparel stocks have gotten crushed in recent years...

On Holding Q2 Earnings Miss Estimates, FY'26 Margin Outlook Raised

ONON's DTC momentum and Asia-Pacific growth drive stronger margins. The company raises its 2026 gross margin outlook. 

Why Shares of On Holding Were Falling Today

Key PointsOn is shfiting strategy, focusing on the direct-to-consumer channel and expanding margins...

ONON Stock Plunges To 2-Year Lows In Record Single-Day Crash After Guidance Cut, Revenue Miss 

Equity

Co-CEO David Allemann said On Holding is winning over what it calls the “movement class,” consumers who view fitness as part of their identity.


On Holding (ONON) Matches Q2 Earnings Estimates

On Holding (ONON) delivered earnings and revenue surprises of 0.00% and -3.42%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

On Reports Results for the Second Quarter and Six-Month Period Ended June 30, 2026

On Holding AG (NYSE: ONON) (On, On Holding AG, the Company, we, our, ours, or us), has announced its financial results for the second quarter and six-month period ended June 30, 2026. David Allemann, Founder and Co-CEO of On, said: "We are proving that a brand can achieve global scale without...

On Holding: A 7.0 Score and a Bright Future?

Explore the exciting world of On Holding (NYSE: ONON) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of...

Tapestry (TPR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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

On Holding (ONON) Ascends While Market Falls: Some Facts to Note

In the closing of the recent trading day, On Holding (ONON) stood at $38.19, denoting a +1.54% move from the preceding trading day.

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

• Reported GAAP EPS of $0.31 up 358.33% YoY
• Reported revenue of $850.3M up 13.49% YoY
• On expects full-year 2026 constant currency net sales growth in the low-20% range, while raising its gross profit margin expectation to at least 65.0% and maintaining adjusted EBITDA margin guidance.

Stocktwits

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.31 up 358.33% YoY
• Reported revenue of $850.3M up 13.49% YoY
• On expects full-year 2026 constant currency net sales growth in the low-20% range, while raising its gross profit margin expectation to at least 65.0% and maintaining adjusted EBITDA margin guidance.

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Stocktwits Earnings

$ONON Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.31 up 358.33% YoY
• Reported revenue of $850.3M up 13.49% YoY
• On expects full-year 2026 constant currency net sales growth in the low-20% range, while raising its gross profit margin expectation to at least 65.0% and maintaining adjusted EBITDA margin guidance.

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.

Stocktwits Polls

Investors are debating whether the recent 20% plunge following a revenue miss and guidance cut is a massive market overreaction or a long-term shift.

Market participants are reacting to Q2 results showing a revenue miss despite strong 65% gross margins and record DTC sales growth.

Traders are actively calling for 'buying the dip,' viewing current sub-$32 price levels as an opportunistic entry point for long-term growth.

The stock's sharp decline is fueling wider discussions regarding the health of the athletic apparel sector and direct competition with Nike.

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