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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

GameStop is trending following a significant private exchange of convertible debt for common equity, a move aimed at strengthening the company's balance sheet at the expense of shareholder dilution. While some investors view the reduced debt load as a positive for future strategic flexibility, others are expressing frustration over the dilution, stagnant price action, and a perceived lack of clear communication from leadership regarding long-term growth initiatives.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is surging to a record-breaking $3 trillion market cap after an impressive earnings beat, driven by accelerating AWS growth and robust demand for AI infrastructure. The community is actively debating the company's massive capital expenditure plans, with bulls pointing to a significant backlog and long-term revenue potential as signs that the AI investment cycle is yielding tangible results.

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

TG Therapeutics is trending as investors rally behind Briumvi's strong commercial execution and the company's aggressive expansion into new indications like schizophrenia and myasthenia gravis, despite persistent short seller skepticism. The community is actively discussing the stock's long-term potential as a multi-billion dollar franchise and speculating on a potential buyout as it approaches key technical levels.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors eagerly await Phase 3 IZAR-1 trial results, with community speculation intensified by the CEO's recent 'about a month' timeline and upcoming conference appearances. While sentiment remains bullish, the community is actively debating the timing of the readout and monitoring institutional activity, as the stock remains in a tight trading range while waiting for this critical clinical catalyst.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as investors react to a flurry of positive catalysts, including recent collaboration announcements, ongoing international store expansion, and optimism surrounding the upcoming second-quarter earnings report. While the community is actively debating store productivity and the impact of the ongoing share repurchase program, many are focused on the stock's potential for a significant upside breakout as it continues to grow its market footprint.

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 rebounding strongly as the broader AI infrastructure sector recovers from recent volatility driven by forced institutional liquidations and uncertainty surrounding hyperscaler capital expenditure. The community remains focused on CoreWeave's strategic Leidos partnership and its critical role in the accelerating long-term AI compute buildout, despite ongoing debates regarding its debt levels and high-growth execution risks.

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 seeing strong momentum as investors rotate into hyperscalers following earnings reports that validated the ROI of aggressive AI infrastructure spending. The community is actively discussing whether this move marks a sustained breakout toward all-time highs or if investors should remain cautious and wait for a consolidation, given the rapid nature of the recent price expansion.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending as shareholders weigh the impact of its pending SkyWater Technology acquisition and ongoing broader sector rotation against concerns over share dilution and the company's reliance on M&A for revenue growth. Community discussion remains heavily polarized between long-term bulls highlighting quantum industry potential and government ties, and skeptical bears focused on the company's lack of organic revenue and the volatility surrounding the merger.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings Corp is experiencing heightened investor interest driven by anticipation of its upcoming earnings report, with the community actively debating whether the stock's strong relative strength and partnerships with major tech players will trigger a significant breakout. Investors are closely monitoring its progress toward GAAP profitability and the potential impact of strategic initiatives, while the stock continues to see volatility amid broader software sector sentiment.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is facing intense volatility as the market reacts to an upcoming FDA advisory committee meeting and potential regulatory decision regarding its cancer therapy, RP1. The community remains deeply divided, with discussions centered on conflicting interpretations of clinical data, the probability of a third complete response letter versus accelerated approval, and the stock's significant short interest potentially fueling rapid price swings.

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ASX Q2 Earnings Beat Estimates on AI-Driven LEAP, ATM Growth

ASE Technology Holding's Q2 earnings beat estimates as AI-driven LEAP and ATM demand boosts revenues, margins and the full-year ATM outlook.


AXTI Q2 Earnings Beat on Record InP Demand, Revenues Rise Y/Y

AXT's Q2 earnings and revenues top estimates as record indium phosphide demand, AI data-center growth and stronger productivity lift results.

KLA Rides on Strong Advanced Packaging Growth: More Upside Ahead?

KLAC expects advanced packaging revenues to surge over 70% in 2026 as AI chip complexity drives demand for inspection, metrology and yield tools.


UIS Q2 Earnings Miss on ClearPath Timing Despite Revenue Beat

Unisys misses on Q2 earnings as ClearPath renewal timing pressures revenues and margins, despite a revenue beat and stronger new-business bookings.


Onto Innovation (ONTO) Stock Falls Amid Market Uptick: What Investors Need to Know

In the most recent trading session, Onto Innovation (ONTO) closed at $241.89, indicating a -7.79% shift from the previous trading day.

Onto Innovation (ONTO) Dips More Than Broader Market: What You Should Know

In the latest trading session, Onto Innovation (ONTO) closed at $295.25, marking a -1.27% move from the previous day.

Can Onto Innovation Extend Its Winning Streak in Advanced Nodes Business?

ONTO is riding AI, HPC and advanced-node chip demand, with advanced-node revenues surging and 2026 growth set to outpace industry forecasts.

Onto Innovation to Report Second Quarter 2026 Financial Results on August 6, 2026

Onto Innovation Inc. (NYSE: ONTO) will release its 2026 second quarter results shortly after the market closes on August 6, 2026. Onto Innovation will host a conference call and audio webcast in connection with its release of the financial results. Michael P. Plisinski, chief executive officer, and...

Onto Innovation vs. Camtek: Which Inspection Stock is a Smarter Buy?

ONTO offers broader AI and semiconductor exposure, while its lower valuation and rising earnings estimates make it stand out over Camtek.

Is Onto Innovation Gaining From Rising AI Semiconductor Demand?

ONTO topped Q1 guidance as AI chip demand boosts advanced packaging and metrology, with a stronger Q2 outlook and full-year revenue expected above $1.3B.


$ONTO Q1 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.68 down -47.69% YoY
• Reported revenue of $291.95M up 9.51% YoY
• For the second quarter ending June 30, 2026, Onto Innovation expects revenue between $320M and $330M, gross margin of 56% to 56.5%, and non-GAAP diluted earnings per share of $1.65 to $1.73.

Onto Innovation, Inc. engages in the business of designing, development, manufacturing, and support of high-performance control metrology, defect inspection, lithography, and data analysis systems used by microelectronics device manufacturers. It is also involved in providing process and yield management solutions used in bare silicon wafer production and wafer processing facilities. The company was founded in 1940 and is headquartered in Wilmington, MA.

Onto Innovation Inc.

Onto Innovation Hits Record High; Buys Rigaku Stake For $710M

Equity

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
Q2 '26	$1.70	--	--	N/A
Q1 '26	$1.42	$1.42	0.26%	BEAT
Q4 '25	$1.28	$1.26	-1.73%	MISSED
Q3 '25	$0.87	$0.92	5.92%	BEAT
Q2 '25	$1.28	$1.25	-2.20%	MISSED

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Upcoming Earnings: Q2 '26

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