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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 following a strong quarterly earnings report that featured record-breaking revenue and an massive $104 billion backlog, signaling that AI infrastructure demand remains highly aggressive. The community is actively debating the company's ability to turn this demand into profitable growth while managing significant capital expenditures and debt levels, fueling intense speculation among bulls expecting a short squeeze and bears skeptical of its long-term financial stability.

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 is trending as investors react to strong financial results and guidance, with the community actively debating whether the record-setting revenue and AI-driven laser demand warrant further upside despite recent valuation concerns. Market participants are closely watching the stock's ability to maintain momentum amidst broader tech sector volatility and ongoing discussions regarding supply chain bottlenecks in the optics space.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing increased investor activity and community buzz as the company prepares for upcoming quarterly results, with shareholders closely monitoring the production ramp and potential new customer announcements. The stock is benefiting from broader sector tailwinds driven by rising demand for optical connectivity and AI-driven data center infrastructure.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing the upcoming earnings report and formal guidance as key catalysts for a long-term re-rating.

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 after a major earnings beat and aggressive forward guidance that significantly topped analyst expectations, fueling intense community debate over its massive backlog and potential for a short squeeze. Investors are actively split between those focused on the company's hyper-growth trajectory and profitable AI infrastructure demand, and others who remain wary of lingering legal risks and management's past reliance on dilution.

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 weigh significant AI infrastructure investment news and high-profile institutional backing against concerns about capital-intensive growth and ongoing short-selling activity. The community is sharply divided, with intense debate centering on potential short squeezes, earnings guidance, and the company's long-term competitive positioning within the AI cloud sector.

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

Nike stock remains under heavy pressure as investors grapple with a negative analyst downgrade and ongoing concerns regarding the company's turnaround efforts in China. The community is actively debating whether current price levels represent a deep-value buying opportunity or a persistent value trap given the broader sector weakness and increased competition.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieve Cannabis Corp is trending as investors react to its historic NYSE listing, which was met with unexpected volatility and a sell-off that some community members attribute to the founder's share sales and a broader sector-wide liquidity adjustment. While the community remains divided over the stock's short-term price action, active discussions are focused on the company's status as a first-mover for institutional capital, its potential for share buybacks, and the broader impact of upcoming federal rescheduling hearings.

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 retail investors ramp up activity ahead of its upcoming earnings report, fueled by a recent multi-million-dollar defense tender from the Israeli Ministry of Defense. Community sentiment remains intensely focused on a potential short squeeze, with bulls highlighting the company's expanding backlog and strategic defense partnerships as catalysts for a move toward double-digit share prices.

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 facing downward pressure following a disappointing quarterly earnings report where the company significantly cut its annual revenue guidance, citing declining market prices and production shifts. The community remains deeply divided, with some investors expressing frustration over management's execution and communication, while long-term shareholders maintain a bullish outlook on the company's critical role in the U.S. defense supply chain and its potential to benefit from domestic production mandates.

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Procore Introduces Asset Register Within Asset Management to Simplify Handover from Contractor to Owner

Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, today announced the general availability of Asset Register, a new tool within Procore Asset Management that helps contractors replace weeks of project handoff work with a continuous digital...

Procore Technologies, Inc. Announces Pricing of Upsized $825.0 Million Offering of Convertible Senior Notes

Procore Technologies, Inc. (NYSE: PCOR) (the Company or Procore), the leading global provider of construction management software, announced today the pricing of $825.0 million aggregate principal amount of 0.00% Convertible Senior Notes due 2031 (the notes) in a private placement (the offering...

Procore Technologies, Inc. Announces Proposed Private Placement of$750.0 Million of Convertible Senior Notes

Procore Technologies, Inc. (NYSE: PCOR) (the Company or Procore), the leading global provider of construction management software, announced today that it intends to offer, subject to market conditions and other factors, $750.0 million aggregate principal amount of Convertible Senior Notes due 2031...

Procore Technologies (PCOR) Tops Q2 Earnings and Revenue Estimates

Procore Technologies (PCOR) delivered earnings and revenue surprises of +14.63% and +2.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Procore Announces Second Quarter 2026 Financial Results

Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, today announced financial results for the second quarter ended June 30, 2026. Our outstanding Q2 results demonstrate the continued value our platform provides to the construction industry, said...

Procore to Acquire DroneDeploy, Creating Next-Generation Platform That Sees, Understands, and Acts on the Jobsite

Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, today announced it has entered into a definitive agreement to acquire DroneDeploy, Inc., the robotics and visual intelligence platform for the built world that is used on over 3 million...

Procore Introduces Digital Coworker Packages, Expands AI Agent Library, and Previews Skills to Help Construction Teams Put AI to Work

Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, today announced three new Digital Coworker packages that make it easier for construction organizations to adopt and scale AI. A key upcoming capability, Procore Skills, enables organizations to...

Procore Announces Timing of Second Quarter Fiscal Year 2026 Earnings Call

Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, today announced that it will report its second quarter fiscal year 2026 financial results after the U.S. financial markets close on Wednesday, July 29, 2026. In conjunction with this...

Procore Technologies (PCOR) Announces Roll-out of Connected Common Data Environment

Procore Technologies (PCOR) Announces Roll-out of Connected Common Data Environment...

Procore Introduces New Suite of Portfolio Management and Capital Planning Capabilities for Owners, Powered by Procore AI

Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, announced new portfolio management and capital planning capabilities designed to transform the way owners manage capital projects through consolidated visibility and control across the entire...

$PCOR Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.11 up 178.57% YoY
• Reported revenue of $375.21M up 15.83% YoY
• Procore Technologies expects Q3 2026 revenue between $382 million and $384 million, with full year 2026 revenue forecast between $1,510 million and $1,514 million and a 19.5% free cash flow margin.

Procore Technologies, Inc. engages in the provision of cloud-based construction management software. It focuses on connecting and empowering the construction industry’s key stakeholders, such as owners, general contractors, and specialty contractors, to collaborate and access capabilities from any location on any internet-connected device. The company was founded by Craig F. Courtemanche, Jr. and Steven C. Zahm in 2002 and is headquartered in Carpinteria, CA.

Procore Technologies Inc

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.

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