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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 Inc. is trending as investors weigh significant year-over-year revenue growth and a strong order backlog against high operational expenses and an earnings miss. While some community members view the dip as a strategic opportunity to capitalize on the company's long-term scaling, others remain focused on the impact of high short interest and market volatility surrounding the earnings results.

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 facing significant volatility as investors debate the impact of a recent earnings miss, missed revenue targets, and concerns over future dilution to fund production timelines. While some members of the community are calling for a bearish outlook and focusing on potential liquidity issues, others view the sharp pullback as a buying opportunity, highlighting the company's substantial $1.8 billion backlog and its long-term strategic position in the space infrastructure sector.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending following the official delivery and acceptance of its Horizon 1 AI data center by Microsoft, alongside achieving NVIDIA Exemplar Cloud status. Investors are actively debating the stock's long-term derisking versus short-term price suppression, with community sentiment split between high expectations for institutional growth and frustration over persistent short interest.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors monitor ongoing institutional accumulation and anticipation of a Q4 BLA submission for its prostate cancer therapy. The community is actively discussing the potential clinical impact of the company's multimodal immunotherapy platform and interpreting manufacturing and regulatory updates provided during recent investor presentations.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors digest the transition away from TDAPA reimbursement and monitor potential future catalysts, including upcoming REZZAYO clinical data and ongoing commercial negotiations with large dialysis operators. While some community members express frustration over management's communication and the stock's recent performance, others are closely tracking institutional accumulation and legislative efforts to support long-term adoption of the company's anti-infective portfolio.

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 react to a fiscal fourth-quarter beat and strong forward guidance that highlights a "networking supercycle" driven by $7.5 billion in AI infrastructure orders. While the stock faced a post-earnings selloff, the community is actively debating whether this represents an overcorrection against elevated expectations or a strategic dip in a high-quality name supported by widespread analyst price target upgrades.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell is experiencing heightened market activity driven by massive demand for AI-optimized server hardware, supported by bullish analyst sentiment and strong read-throughs from industry peers. The community is actively discussing the valuation gap between Dell and other AI infrastructure players while debating whether the stock's recent price appreciation is sustainable or if it is currently overextended.

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 (CBRS) is experiencing significant volatility following a second-quarter earnings report that missed revenue and EPS expectations, despite raising full-year guidance and highlighting long-term capacity expansion plans. The community is sharply divided, with some investors viewing the post-earnings pullback as a compelling buying opportunity, while others remain skeptical due to concerns over high valuation, heavy reliance on anchor tenants, and upcoming share lockup expirations.

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 Inc. (INFQ) is trending due to anticipation surrounding its earnings report, with the community closely tracking revenue growth, government contract progress, and the potential for a short squeeze as institutional interest rises. Investors are actively debating the company's long-term potential in the quantum sector and are closely monitoring management's commentary for signs of a breakout.

Abeona Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in the development of gene therapy for severe and life-threatening rare diseases. It programs include EB-101 (gene-corrected skin grafts) for recessive dystrophic epidermolysis bullosa (RDEB), ABO-102 (AAV-SGSH), an adeno-associated virus (AAV) based gene therapy for Sanfilippo syndrome type A (MPS IIIA), and ABO-101 (AAV NAGLU), an AAV based gene therapy for Sanfilippo syndrome type B (MPS IIIB). The company was founded in 1974 and is headquartered in Cleveland, OH.

Abeona Therapeutics Inc

Abeona Therapeutics is trending following a recent quarterly report that showcased revenue growth but missed some analyst expectations, leading to volatility as the market evaluates the pace of its commercial launch. Investors and community members are actively debating the company's ability to scale ZEVASKYN patient treatments and achieve monthly profitability, with attention focused on the onboarding of new qualified treatment centers as the primary driver for future growth.

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Cisco’s AI Revenue Opportunity Is ‘Immense and Growing Quickly,’ Says Morningstar — CEO Touts A ‘Networking Supercycle’

Equity

Morningstar expects Cisco’s hyperscaler AI revenue to reach $7.5 billion in fiscal 2027, citing a healthy revenue backlog after bagging $9.3 billion in AI infrastructure orders.

Why Are Nasdaq, S&P 500 Futures Subdued Ahead Of PPI, Jobless Claims? CRWV, NBIS, CBRS, CSCO, ONDS, SPCX Stocks In Focus

Retail sentiment on Stocktwits remained ‘neutral’ on SPY and ‘bearish’ on QQQ.


Michael Burry Calls Nvidia’s $500B Wall Street Tie-Up A ‘Sign Of Desperation’ — and Rising Default Expectations Aren't Helping

The price of Nvidia’s 5-year credit default swaps peaked last month and is currently trading around that level.


Dow, Nasdaq, S&P 500 Futures: How Markets Are Trading After July CPI As More Inflation Data Looms

U.S. July CPI broadly met expectations, with headline inflation rising 0.1% month over month and 3.4% year over year, while core CPI increased 0.2% monthly and 2.5% annually.

S&P500, Nasdaq End Higher As Fresh CPI Data Calms Earlier-Than-Expected Rate Hike Fears — GOOGL, DJT, WEN, BE, SNDK In Focus

Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.

Google's Sergey Brin Has Reportedly Urged AI Talent To Go All In On Gemini Models To Tackle Rivals

Alphabet is tightening corporate oversight and reorganizing its Google DeepMind unit to prioritize the commercial performance of its flagship Gemini AI model.

JPMorgan's David Kelly Expects Fed To Keep Interest Rates Unchanged After In-Line CPI Report — 'We Essentially Have Got Teflon Inflation In America'

During an interview with Bloomberg, Kelly said policymakers should let inflation cool on its own rather than trying to accelerate the process.

SNDK Unveils 33% Faster 3D Flash Memory Technology To Keep Pace With AI Demand

Sandisk and Kioxia pointed to the expansion of AI beyond generative applications into agent-based and physical AI as a key driver of increasingly sophisticated data requirements.


CPI Report: Annual Inflation Rate Comes In At 3.4% In July, In Line With Expectations As Energy Prices Ease

The consumer price index rose 0.1% in July on a seasonally adjusted basis, after falling 0.4% in June.

CoreWeave Surges on Upbeat Q2: ETFs in Focus

CoreWeave's upbeat Q2 results, soaring backlog and strong outlook are fueling optimism. Here are ETFs offering exposure to the AI infrastructure play.

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Where does the S&amp;P 500 finish next week vs. Friday’s close?

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Where does the S&P 500 finish next week vs. Friday’s close?

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Traders are fiercely debating whether current AI infrastructure spending is a sustainable revolution or a dangerous 'circular financing' bubble.

The market is on edge as traders weigh conflicting signals from CPI data and upcoming PPI releases to guess the Fed's next rate move.

Sentiment remains polarized with long-term bulls mocking short-sellers as market action defies traditional valuation metrics.

Escalating geopolitical concerns in the Strait of Hormuz are triggering market anxiety regarding energy security and international stability.

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