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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Anticipation of Teslas confirmed Cybercab launch and expanding unsupervised Austin robotaxi operations is driving attention, with traders framing the developments as evidence of accelerating autonomy deployment. The community remains divided, as bullish traders cite a potential short squeeze and AI/robotaxi growth while skeptics call the move hype-driven and expect a sell-the-news reaction amid valuation and execution concerns.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Concerns over widespread GTA VI gameplay leaksincluding speculation that a playable build could be released early, along with debate over game quality, performance, monetization and a possible delayare driving the selloff. Bulls argue the footage may be outdated and that the upcoming official preview and strong demand could reinforce the long-term thesis, while bears view the leaks and elevated expectations as a setback.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

A broad rebound in enterprise software, led by Salesforces strong results and raised guidance, is reviving confidence that AI will enhance rather than replace established SaaS platforms such as ServiceNow; the companys AI adoption and expanded Tech Mahindra partnership add support. Traders are largely bullish on the sector rotation and momentum, though some caution that the rally is overextended and vulnerable to a pullback.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

A strong pre-earnings rally is drawing attention as traders anticipate improved ARR, guidance, and continued AI-driven software demand, while elevated short interest is fueling expectations of further short covering. Bullish traders view UiPaths Maestro orchestration platform and enterprise automation strategy as a growth catalyst, whereas skeptics warn of a potential earnings miss and sell-the-news pullback.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

California lawmakers wildfire legislation failed to provide the liability protections investors expected, prompting analyst downgrades and renewed concerns over Edison Internationals exposure to potentially large wildfire claims and higher financing costs. Traders are divided between viewing the selloff as an overreaction and dividend-backed buying opportunity versus fearing uncapped liability, credit pressure, and a potential repeat of past utility crises.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Recent quarterly results and analyst downgrades have focused attention on Amentums weak revenue-growth outlook, leverage and thin margins, despite improved profitability and a large government-contract backlog. Traders are split between those viewing defense, NASA, nuclear and space contract wins plus institutional accumulation as long-term support, and those frustrated that the shares continue to lag the broader sector.

Deere & Co. engages in the manufacture and distribution of equipment used in agriculture, construction, forestry, and turf care. It operates through the following segments: Agriculture and Turf, Construction and Forestry, and Financial Services. The Agriculture and Turf segment focuses on the distribution and manufacture of a full line of agriculture and turf equipment and related service parts. The Construction and Forestry segment offers machines and service parts used in construction, earthmoving, road building, material handling and timber harvesting. The Financial Services segment finances sales and leases by John Deere dealers of new and used agriculture and turf equipment and construction and forestry equipment. The company was founded by John Deere in 1837 and is headquartered in Moline, IL.

Deere & Co.

Deere & Co

A stronger-than-expected quarterly report and higher full-year outlook are driving Deeres rally, with construction and forestry demand offsetting continued weakness in large agricultural equipment. Traders are broadly bullish on a potential agricultural-cycle bottom and analyst upgrades, though some question the premium valuation and sustainability of construction-led growth.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells strong quarterly results and raised longer-term outlook failed to meet elevated expectations, as traders focused on softer near-term margins and the Google custom-AI deals revenue contribution being pushed out, driving a sharp post-earnings selloff. The community is split between bears citing valuation and delayed growth and bulls viewing the decline as an overreaction to durable AI infrastructure demand and continued analyst support.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is under pressure after CFO Julia Brau Donnelly announced her resignation to pursue another opportunity, with an interim CFO named while the company searches for a permanent successor. Traders are split between viewing the selloff as an overreaction because the company cited no accounting or operational dispute and fearing added uncertainty around leadership and execution.

Seeker is building a decentralized mobile ecosystem designed to challenge entrenched mobile incumbents through its TEEPin network architecture and community governance. It aims to solve the pain points of centralized app store gatekeeping, lack of developer freedom, and restricted user access to crypto applications. The vision is to create a community-owned platform with decentralized governance, no gatekeepers, direct developer-user access, and TEEPin security architecture.

Seeker

Recent exchange listings, particularly on Upbit and Coinbase, along with Seekers Solana Mobile phone-token narrative, are driving intense attention and elevated trading activity. Traders are broadly bullish on the momentum and staking utility, though some warn that airdrop-related selling, staking unlocks, and thin liquidity could make the move a pump-and-dump.

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Altria vs. Philip Morris: Which Tobacco Giant Looks Stronger?

MO and PM advance their smoke-free strategies as each leverages portfolio strength, innovation and pricing in a shifting tobacco market.

Altria's PM Deal Can Strengthen Efficiency of Its Tobacco Business

MO's PM manufacturing deal targets greater tobacco efficiency, supporting investment as cigarette volumes remain under pressure.

Altria, Philip Morris Sign Manufacturing Pact

Altria and Philip Morris International enter a contract manufacturing deal to strengthen operating capabilities.read more...

Altria Announces Manufacturing Arrangement With Philip Morris International

(RTTNews) - Altria Group Inc. (MO), a tobacco company, on Monday announced that its subsidiary Philip Morris USA Inc. entered into a contract manufacturing arrangement with non-U.S. affiliates of Philip Morris International Inc. (PM) to enhance the efficiency of its traditional t...

Altria Announces Arrangement with Philip Morris International to Enhance Operational Efficiency

Altria Group, Inc. (Altria) (NYSE: MO) today announced that Philip Morris USA Inc. (PM USA) has entered into a contract manufacturing arrangement with non-U.S. affiliates of Philip Morris International Inc. (PMI) (NYSE: PM) that is intended to enhance the efficiency of PM USAs traditional tobacco...

Philip Morris International Announces Contract Manufacturing Collaboration with Altria

Regulatory News: Philip Morris International Inc. (PMI) (NYSE: PM) today announced that it has entered, through its non-U.S. affiliates, into a contract manufacturing arrangement for combustible cigarettes with Philip Morris USA, an operating company of Altria (NYSE:MO). The collaboration is...

FDA Authorizes ZYN ULTRA Nicotine Pouches Following Scientific Review

Philip Morris International Inc. (NYSE: PM) today announces that the U.S. Food and Drug Administration (FDA) issued Marketing Granted Orders to PMIs U.S. affiliate, Swedish Match USA, Inc., authorizing the marketing of 11 ZYN ULTRA moist oral nicotine pouch products, including all 9mg variants and...

Is Altria Stock Worth Holding as Pricing Offsets Volume Pressure?

Altria's pricing, margin gains and cash returns support earnings, but falling cigarette volumes and a premium to its median valuation keep the case balanced.

How Altria's Q2 Results and Guidance Shape Its 2026 Earnings Path

MO's Q2 earnings grow despite a miss, while a higher 2026 guidance floor puts more weight on pricing, margins and second-half execution.

Philip Morris (PM) Up 0.2% Since Last Earnings Report: Can It Continue?

Philip Morris (PM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Philip Morris International, Inc. is a holding company, which engages in the business of delivering a smoke-free future and evolving a portfolio for the long term to include products outside of the tobacco and nicotine sector. It operates through the following geographical segments: Europe Region (Europe), South and Southeast Asia, Commonwealth of Independent States, Middle East, and Africa Region (SSEA, CIS, and MEA), East Asia, Australia, and PMI Global Travel Retail (EA, AU, and PMI GTR), and Americas Region (Americas). The Europe segment includes all the European Union countries, Switzerland, the United Kingdom, Ukraine, Moldova, and Southeast Europe. The SSEA, CIS, and MEA segment focuses on South and Southeast Asia, the African continent, the Middle East, Turkey, Israel, Central Asia, Caucasus, and Russia. The EA, AU, and PMI GTR segment is involved in the consolidation of international duty-free business with East Asia and Australia. The Americas segment consists of the United States, Canada, and Latin America. The company was founded by Philip Morris in 1847 and is headquartered in Stamford, CT.

Philip Morris International Inc

Why Did AAPL, KO, PM Stocks Jump To 52-Week Highs Today?

Equity

Bearish 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	$2.27	--	--	N/A
Q2 '26	$2.03	$2.20	8.24%	BEAT
Q1 '26	$1.83	$1.96	7.05%	BEAT
Q4 '25	$1.70	$1.70	0.02%	BEAT
Q3 '25	$2.09	$2.24	6.95%	BEAT

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