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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 approval of Anktiva for bladder and lung cancer, which investors see as a significant validation of its growing international regulatory footprint. The community is actively discussing the stock's potential for a short squeeze, anticipating that upcoming quarterly earnings and the momentum from these global expansions will pressure heavily shorted positions.

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 trending as investors scrutinize the company's aggressive AI infrastructure capital expenditure ahead of its upcoming earnings report. The community is divided between those bracing for volatility due to spending concerns and those viewing recent weakness as a long-term accumulation opportunity in a dominant cloud and e-commerce leader.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure as investors scrutinize the company's aggressive AI infrastructure spending and its impact on free cash flow, despite delivering strong revenue growth. The market is actively debating whether these heavy capital expenditures are a necessary investment for long-term dominance or a sign of unsustainable spending that threatens near-term margins.

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 significant volatility as investors weigh the company's strong revenue growth and massive contracted backlog against broader concerns regarding high-capex infrastructure spending and geopolitical risks impacting the tech sector. While the community is actively debating the disconnect between the company's operational execution and its current market performance, many investors are viewing the pullback as a long-term accumulation opportunity, drawing parallels to previous periods where the stock recovered after sharp sell-offs.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce is seeing significant bullish momentum driven by exceptional half-year financial results, highlighted by strong revenue and profit growth alongside raised full-year guidance. The community is actively celebrating this performance, noting the company's successful transformation and increased shareholder returns, while looking ahead to long-term growth potential in defense, civil aviation, and small modular reactor (SMR) development.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is currently trending as investors weigh its deeply discounted valuation and aggressive turnaround strategy against significant headwinds, including production challenges and inventory management issues. Community sentiment is deeply divided, with many highlighting the company's substantial cash reserves and iconic brand portfolio as a prime value-buying opportunity, while others remain skeptical due to ongoing margin pressure and the competitive threat from Chinese manufacturers.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings Co is seeing heavy downward pressure following a revenue miss in its latest earnings report, prompting investors to weigh the company's strong long-term AI infrastructure backlog against temporary supply-chain headwinds. While management has raised full-year guidance and maintains a positive outlook on demand for data center power and liquid cooling, the market is displaying heightened sensitivity to any signs of decelerating AI spending, leading to significant volatility in the stock.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl is facing significant volatility following an abrupt leadership shakeup, an internal accounting review, and a lowered financial outlook, triggering investor concerns over corporate governance and potential SEC scrutiny. While some investors remain optimistic about the company's long-term pivot toward AI consulting and cloud partnerships, the community is currently debating whether this price decline represents a deep-value buying opportunity or a signal of deeper systemic risks.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Investors are increasingly rotating capital into SCHD as a defensive "flight to safety" play to insulate portfolios against volatility in growth and tech sectors. The community is highlighting the ETF's consistent dividend growth and its ability to maintain stability during market turbulence, reinforcing its status as a foundational core holding for long-term income strategies.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is drawing attention as market participants debate its potential for a short squeeze, driven by a low float, significant short interest, and speculative interest in the post-quantum cryptography sector. The community is actively tracking potential partnerships and federal policy catalysts while weighing the company's growth trajectory against persistent concerns regarding valuation and long-term financial viability.

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PG&E Readies Electric System and Crews for Extended Heat and Elevated Wildfire Conditions

PG&E Readies Electric System and Crews for Extended Heat and Elevated Wildfire Conditions PG&E Readies Electric System and Crews for Extended Heat and Elevated Wildfire Conditions PR Newswire OAKLAND, Calif., July 29, 2026 As PG&E meteorologists closelymonitoranextended heat event, PG&E is sharing...

PG&E Says It Has 12.7 GW In Data Center Pipeline As It Courts Smaller Loads

PG&E Says It Has 12.7 GW In Data Center Pipeline As It Courts Smaller Loads

 By Emma Penrod of UtilityDive,

Pacific Gas and Electric now counts 12.7 GW in its data center pipeline, of which 490 MW of projects have executed interconnection agreements and another 3.9 GW are in final...

Pacific Gas and Electric Company Announces Upsizing of Cash Tender Offers

Pacific Gas and Electric Company Announces Upsizing of Cash Tender Offers Pacific Gas and Electric Company Announces Upsizing of Cash Tender Offers PR Newswire OAKLAND, Calif., July 27, 2026 OAKLAND, Calif., July 27, 2026 /PRNewswire/ --Pacific Gas and Electric Company (the "Company") today...

PG&E (PCG) Q2 2026 Earnings Call Transcript

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PG&E Q2 Earnings Surpass Estimates, Revenues Increase Y/Y

PCG beats Q2 earnings estimates as expanding data center demand and lower operating expenses help offset a revenue miss.

PG&E (PCG) Beats Q2 Earnings Estimates

PG&E (PCG) delivered earnings and revenue surprises of +8.11% and -6.40%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PG&E Corporation Reports Second Quarter 2026 Results; On Track to Deliver Solid 2026

PG&E Corporation Reports Second Quarter 2026 Results; On Track to Deliver Solid 2026 PG&E Corporation Reports Second Quarter 2026 Results; On Track to Deliver Solid 2026 PR Newswire OAKLAND, Calif., July 23, 2026 OAKLAND, Calif., July 23, 2026 /PRNewswire/ -- PG&E Corporation (NYSE: PCG) is on...

California Climate Credit Brings Summer Bill Relief to PG&E Customers

California Climate Credit Brings Summer Bill Relief to PG&E Customers California Climate Credit Brings Summer Bill Relief to PG&E Customers PR Newswire OAKLAND, Calif., July 20, 2026 $72 in Total Residential Electric Credits Applied Across August and September BillsOAKLAND, Calif., July 20, 2026...

PG&E Gears Up to Report Q2 Earnings: Here's What to Expect

PCG readies to report Q2 earnings as higher electric demand, new rates and lower operating costs are expected to support results.

PG&E (PCG) Earnings Expected to Grow: Should You Buy?

PG&E (PCG) 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.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

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Thousands Of Californians Without Power As Utilities Take Preemptive Steps To Prevent Wildfires

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Track PCG stock price, charts, news and real-time market activity on Stocktwits. Join the PCG message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around PG&E Corp stock.

PCG Stock Price Today - PG&E Corp. News, Charts, Retail 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	$0.41	--	--	N/A
Q2 '26	$0.36	$0.40	11.64%	BEAT
Q1 '26	$0.40	$0.43	7.97%	BEAT
Q4 '25	$0.36	$0.36	-1.10%	MISSED
Q3 '25	$0.42	$0.50	17.90%	BEAT

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