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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 is trending as retail investors anticipate a potential short squeeze ahead of second-quarter earnings, fueled by significant short interest and optimism surrounding its counter-drone technology deployments. Community members are actively discussing the stock's defense sector partnerships and watching for a massive revenue beat to force short sellers to cover their positions.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors react to a record-setting quarterly earnings report that featured triple-digit revenue growth and raised future guidance. The community is focused on the company's strong institutional backing and its aggressive roadmap to reach 30 logical qubits, fueling debate over whether the stock is undervalued compared to its quantum peers.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is capturing significant investor attention as community members debate whether the current price action is a legitimate reversal supported by strong contract backlogs or a temporary pump ahead of upcoming earnings. Market participants are actively discussing the impact of broader space sector volatility, recent insider activity, and high short interest, with many focused on whether upcoming financial reports will catalyze a breakout or result in a significant correction.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending as investors debate the impact of the company's AI infrastructure strategy and licensing model following mixed post-earnings sentiment. While some community members highlight concerns over gross margins and valuation, others are bullish on the "networking supercycle" and institutional upgrades, creating a divergence in sentiment between long-term holders and those wary of near-term price manipulation.

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 Systems is seeing significant volatility as investors debate the impact of major new infrastructure deals versus high valuation concerns and upcoming share lockup expirations. While the community remains divided between long-term believers in the company's wafer-scale inference technology and short-term traders concerned about negative earnings results, discussions are heavily focused on the stock's resilience despite broader sector weakness.

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 Inc is surging as investors react to a significant earnings beat and robust future revenue guidance that analysts suggest may lead to a major valuation re-rating. The community is actively discussing a potential short squeeze, noting that the stock's massive backlog and strong AI infrastructure demand are being severely undervalued compared to historical peers.

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 experiencing a massive short squeeze and parabolic rally as investors aggressively react to strong quarterly results, robust AI cloud demand, and upward analyst revisions. The stock has become a focal point for retail traders who are actively celebrating the surge against high-profile bearish bets, leading to intense community discussion about institutional momentum and the potential for further upside.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors weigh strong Q2 profitability and margin expansion against a slight year-over-year revenue decline. While the community is actively debating the stock's long-term valuation and potential for a breakout, sentiment remains sharply divided between those who view the current price as a generational buying opportunity and frustrated traders who are weary of persistent underperformance compared to domestic tech sectors.

Investment Managers Series Trust II - Tradr 2X Short NBIS Daily ETF

Tradr 2X Short NBIS Daily ETF

Investors are actively debating the viability of holding the 2X inverse ETF $NBIZ amid extreme volatility and concerns over tracking decay relative to the underlying stock, Nebius. Community sentiment is deeply polarized, with many traders using the ticker for speculative short-term scalps or hedging strategies while others express frustration over the significant losses incurred during aggressive price movements.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors closely monitor a crucial milestone regarding potential tenant agreements, with community sentiment divided between excitement over the company's infrastructure potential and skepticism surrounding the timeline for securing a binding contract. Market participants are actively scrutinizing job postings and past executive disclosures to gauge if a major partnership announcement is imminent, leading to significant options activity and high watch-list volume.

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Pinnacle West Q2 Earnings Miss Estimates, Revenues Increase Y/Y

PNW's Q2 earnings fall short as rising fuel, power and interest costs offset 7.1% revenue growth, while 2026 guidance remains intact.

Pinnacle West Capital Q2 26 Earnings Conference Call At 12:00 PM ET

(RTTNews) - Pinnacle West Capital Corp. (PNW) will host a conference call at 12:00 PM ET on August 4, 2026, to discuss Q2 26 earnings results...

Has Ameren (AEE) Outpaced Other Utilities Stocks This Year?

Here is how Ameren (AEE) and Pinnacle West (PNW) have performed compared to their sector so far this year.

Pinnacle West (PNW) Q2 Earnings Lag Estimates

Pinnacle West (PNW) delivered earnings and revenue surprises of -4.03% and +3.94%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Pinnacle West Reports Lower 2026 Second-Quarter Financial Results Compared to a Year Ago

Pinnacle West Capital Corp. (NYSE: PNW) today reported consolidated net income attributable to common shareholders of $178.6 million, or $1.43 per diluted share of common stock, for the quarter ended June 30, 2026. This result compares with consolidated net income of $192.6 million, or $1.58 per...

Downtown Phoenix Inc. Selected for Community Beautification Project as APS Celebrates 140 Years in Arizona

Downtown Phoenix Inc. (DPI) announced that it has been named a recipient of Arizona Public Service (APS) community beautification funding, awarded as part of APSs 140th anniversary celebration.This press release features multimedia. View the full release here...

Evergy Set to Report Q2 Earnings: Here's What You Need to Know

EVRG heads into Q2 earnings with demand growth, data center activity and infrastructure investments poised to support results, while higher costs may have weighed.

Alliant Energy Q2 Earnings Lag Estimates, Revenues Increase Y/Y

LNT's Q2 earnings miss estimates as higher costs pressure profit, even as revenues rise and the utility reaffirms its 2026 outlook.

Pinnacle West Capital to Post Q2 Earnings: What's in the Cards?

PNW's Q2 sales and revenues are expected to have risen as Arizona customer growth and industrial demand offset higher costs.

Public Service Enterprise Stock to Post Q2 Earnings: What's in Store?

PEG heads into Q2 with grid investments, rate increases and rising power demand in focus, but higher costs may temper expected earnings growth.

Pinnacle West Capital Corp. is a holding company, which engages in the provision of energy and related products. It offers regulated retail and wholesale electricity businesses and related activities, such as generation, transmission, and distribution through its subsidiary, Arizona Public Service Co. The company was founded on February 20, 1985, and is headquartered in Phoenix, AZ.

Pinnacle West Capital Corp.

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	$3.13	--	--	N/A
Q2 '26	$1.46	$1.43	-1.76%	MISSED
Q1 '26	$0.01	$0.27	2416.07%	BEAT
Q4 '25	$0.06	$0.13	130.23%	BEAT
Q3 '25	$3.07	$3.39	10.29%	BEAT

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