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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 experiencing a major surge following a significant earnings beat that showcased triple-digit revenue growth and a record backlog, fueling intense community debate over its aggressive AI infrastructure spending. Investors are actively split between those betting on long-term growth and others cautioning that heavy debt and cash burn remain major risks.

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 trending after the company delivered a significant earnings beat and provided robust fiscal year guidance that surpassed market expectations, driving intense debate among investors regarding its current valuation. While the community is split between bullish sentiment fueled by record order backlogs and skeptical concerns regarding management's communication style and historical controversies, many are actively monitoring for a potential short squeeze.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors aggressively monitor the highly anticipated 80th event trigger for its REGAL Phase 3 clinical trial, with community sentiment sharply divided between buyout speculation and skepticism over the extended trial timeline. The company's recent filing highlighting strong cash reserves, minimal dilution, and expanded preclinical work in pancreatic cancer has intensified community debate, as traders weigh these bullish fundamentals against the binary risks of an imminent final analysis.

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.

Investors in United States Antimony (UAMY) are reacting to a significant decline in revenue guidance for the year, largely attributed to volatile antimony market prices and shifting delivery timelines. Despite the bearish sentiment and active short-selling pressure, some market participants remain optimistic, viewing current levels as a long-term accumulation opportunity supported by the company's status as a domestic critical minerals supplier and potential future government contracts.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing heightened community discussion as investors weigh the stock's recent price volatility against its strategic role in government contracts and the broader space sector. While retail traders are closely watching upcoming earnings and potential partnerships, sentiment remains divided between those betting on long-term growth and others concerned by the stock's recent performance compared to sector peers.

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 seeing elevated volatility as investors weigh strong earnings and data center demand against sector-wide concerns, including potential trade restrictions on optical components. The community remains divided, with many traders actively discussing the stock's long-term growth prospects as a photonics leader versus the risk of a technical correction.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is experiencing heightened volatility and strong community interest following solid earnings results, with investors actively discussing potential capacity constraints as a key catalyst for long-term growth. The community remains largely bullish, focusing on the company's manufacturing expansion and its strategic positioning within the defense, space, and AI infrastructure sectors, often comparing its potential to past high-growth trajectories.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following a double beat on quarterly earnings and revenue that exceeded analyst estimates, fueled by strong guest traffic and consistent same-restaurant sales growth. While the community is actively debating the stock's high valuation relative to its peers, many investors are focused on the brand's rapid unit expansion and its potential to become a dominant national fast-casual leader.

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 explosive demand for AI infrastructure against concerns over high capital expenditures and dilution risks, with the community closely tracking upcoming earnings for validation. The stock remains a focal point for intense debate, as market participants actively bet on a potential short squeeze while monitoring the influence of high-profile short-sellers and institutional stake-building.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is trending as investors react to legislative efforts attempting to block FCC spectrum reconfigurations, sparking intense debate over the company's regulatory path. The community remains focused on the potential for imminent FCC approval and the high strategic value of the company's spectrum assets.

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Portland General Electric (POR) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

Portland General Electric (POR) Q2 Earnings Meet Estimates

Portland General Electric (POR) delivered earnings and revenue surprises of 0.00% and -3.46%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Portland General Electric Announces Second Quarter 2026 Results

Portland General Electric Announces Second Quarter 2026 Results Portland General Electric Announces Second Quarter 2026 Results PR Newswire PORTLAND, Ore., July 31, 2026 Second quarter financial results were consistent with guidance and reflect strong operational executionIndustrial customer demand...

OGE Energy (OGE) Q2 Earnings and Revenues Miss Estimates

OGE Energy (OGE) delivered earnings and revenue surprises of -1.75% and -8.86%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Daily Dividend Report: BKR,POR,FELE,RBA,HOPE

Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on Aug. 17, 2026, to holders of record on Aug. 7, 2026.

The board of directors of Portland General Electric declared a quarterly...

Analysts Estimate Otter Tail (OTTR) to Report a Decline in Earnings: What to Look Out for

Otter Tail (OTTR) 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.

Analysts Estimate Portland General Electric (POR) to Report a Decline in Earnings: What to Look Out for

Portland General Electric (POR) 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.

This Under-$55 Utility Stock Could Be Your Ticket to Passive-Income Freedom

Key PointsPortland General Electric is expanding into Washington state through an acquisition with PacifiCorp...

Oregon data centers face sharp electricity rate hike under new law

The state of Oregon's utility regulator is implementing a new rule starting Wednesday that will raise the electricity bills of data centers and other large energy users to allow lower rates for other customers.The Oregon Public Utility Commission (PUC) approved updated electricity rates for data...

PCG or POR: Which Is the Better Value Stock Right Now?

PCG vs. POR: Which Stock Is the Better Value Option?

$POR Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.59 up 5.36% YoY
• Reported revenue of $814M up 0.87% YoY
• Portland General Electric Company is reaffirming its estimate for full-year 2026 adjusted earnings guidance of $3.33 to $3.53 per diluted share based on various operational and financial assumptions for the company.

Portland General Electric Co. engages in the generation, wholesale purchase, transmission, distribution, and retail sale of electricity in the state of Oregon. It also sells electricity and natural gas in the wholesale market to utilities, brokers, and power marketers. The company was founded by Edward L. Eastham and Parker F. Morey in 1888 and is headquartered in Portland, OR.

Portland General Electric Co

Portland General Electric Expands Into Washington With $1.9 Billion Utility Deal

Equity

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	$1.26	--	--	N/A
Q2 '26	$0.65	$0.64	-0.98%	MISSED
Q1 '26	$0.77	$0.58	-24.40%	MISSED
Q4 '25	$0.56	$0.47	-16.65%	MISSED
Q3 '25	$0.99	$1.00	1.29%	BEAT

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