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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns strong quarterly results and upbeat outlook, alongside AI-driven memory demand that management says will keep supply tight into 202728, are driving attention. Bulls see the supply constraints and customer commitments as support for a longer growth cycle, while others point to the muted post-earnings reaction, profit-taking, and macro pressure as reasons for caution.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Googles Gemini 4 Argon launch is driving attention, with traders debating whether its reported benchmark strength can restore the companys position in the AI race. Some see the model as a positive catalyst, while others question its real-world advantage and monetization prospects, especially amid volatile price action.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas sharp apparent drop follows the completed spin-off of its seed and genetics business into Vylor, leaving CTVA as a standalone crop-protection company; traders are debating how to value the remaining business. Some see post-spin selling and confusion as an overreaction, while others argue the separation shifted much of the companys value to Vylor and expect further downside.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths approved business combination with Armada and anticipated Nasdaq listing, backed by a planned treasury of roughly 473 million XRP, are driving attention. Traders are debating the impact of redemptions and the post-merger float, while many tout XRPNW warrants as undervalued and others warn the rally may be speculative and exposed to SPAC and crypto volatility.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is moving with a broader optical-connectivity rally after Cornings Verizon fiber agreement drew attention to the photonics sector. Traders also cite AI data-center demand for optical transceivers, while some remain concerned about ATM share sales and the stocks volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a semiconductor rally linked to Microns earnings and upbeat AI-related memory demand outlook. Traders are broadly buying dips, while others warn of profit-taking, volatility from the funds 3x leverage, and rising yields as risks.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Wells Fargos view that the recent AppLovin Pixel-install spike is concentrated in low-traffic Shopify storefronts, with no meaningful traffic-weighted pickup, has intensified concerns about the companys e-commerce expansion and accompanied a sharp selloff. Traders are divided between seeing the decline as an overreaction and buying an oversold stock, and warning that the weakness could continue until stronger growth evidence emerges.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention amid selling pressure linked to scheduled IPO lockup share releases and insider sales, alongside reports that OpenAIs newest Ultrafast tier is using Nvidia GPUs rather than Cerebras hardware. Traders debate whether those developments threaten the OpenAI relationship and growth story, while bulls point to continued AI-inference demand and the companys broader customer and partnership pipeline.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

UMAC is drawing attention for a sharp selloff that traders say lacks a clear explanation; speculation about an offering is unconfirmed. The community also discusses the Pentagons planned Autonomous Warfare Command as a potential tailwind for drone suppliers, though that optimism has not prevented the pullback.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes fiscal Q1 earnings report is the focus, with traders watching for evidence of a turnaround and stronger guidance amid concerns about weak demand, China, and execution. Bullish traders see the stocks steep decline and reportedly record short interest as potential fuel for a squeeze, while bears expect continued pressure if the outlook disappoints.

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Lucid Diagnostics Advances Multiple EsoGuard and EsoCheck Payment, Billing and Coding Pathways

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PAVmed (PAVM) Q2 2026 Earnings Call Transcript

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PAVmed Provides Business Update and Reports Second Quarter 2026 Financial Results

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PAVmed (PAVM) Q4 2025 Earnings Transcript

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PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVM Stock Shot Up Over 250% Today – What’s The Deal With The Department of Veterans Affairs?

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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
Q3 '26	-$0.59	--	--	N/A
Q2 '26	-$0.47	-$0.87	-85.11%	MISSED
Q1 '26	-$0.70	-$4.42	-531.43%	MISSED
Q4 '25	-$5.40	-$2.05	62.04%	BEAT
Q3 '25	-$0.17	-$8.70	-5017.65%	MISSED

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PAVM Earnings

Upcoming Earnings: Q3 '26

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