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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals fiscal first-quarter results drew attention after a major revenue and adjusted-earnings beat, alongside managements plans to bring more AI data-center capacity online and pursue higher-priced leases. Bulls see evidence of rapid growth and execution, while the muted-to-negative share reaction reflects concerns about the GAAP loss, one-time tenant fit-out revenue, and heavy debt and interest costs.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report alleging Webull has structural ties to China and raising national-security concerns about its operations and customer data has driven a steep selloff. Traders are split between fearing regulatory action and lost customer trust and viewing the report as overblown; Webull disputes the findings and says they contain inaccuracies.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Michael Burrys reported sale of his Lululemon stake has become a major focus as the shares extend a steep decline and hit fresh lows. Traders are split between viewing the low valuation and oversold conditions as a buying opportunity and seeing continued pressure as justified by weak growth prospects, competition, and doubts about a turnaround.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

A conditional long-term U.S. defense financing commitment to expand Wolfspeeds domestic silicon-carbide and gallium-nitride production is driving attention. Traders are weighing the potential financing support and short-squeeze speculation against the deals conditions, added debt, and possible shareholder dilution.

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

SELLASs attention centers on the pending final event threshold and topline results from the Phase 3 REGAL trial of GPS for AML, with traders focused on the extended wait and the companys quiet period. Optimistic holders interpret the delay as a possible sign of longer patient survival and speculate about a buyout, while skeptics emphasize that efficacy and acquisition talks remain unconfirmed and express frustration over the lack of an update.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists rally is centered on its confirmed five-year patent-licensing settlement with Micron, which traders view as validating its IP and establishing recurring licensing revenue. Discussion now focuses on speculation about an SK hynix renewal and the unresolved Google patent dispute, with some debate over how much of that potential is already reflected in the share price.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trumps remarks suggesting Iran could strike Los Angeles or San Diego dominate discussion, with traders linking the backlash and midterm-election concerns to bearish sentiment around DJT. Some posters call the dip a buying opportunity, while others point to the companys crypto-related losses as another concern.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings at-the-market share-sale plan has fueled dilution concerns and selling pressure, with traders also questioning the outlook for AI infrastructure spending. Bulls argue the capital can fund manufacturing expansion amid strong fiber demand, while others remain wary of the financing and the stocks weakness versus optical-sector peers.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys jury loss in a trade-secrets case and the resulting potential legal costs are weighing on the stock, with traders also focused on cash burn and dilution risk. Some bulls view the ruling as appealable and are buying the selloff, while bears see it as another financial setback amid a long FAA-certification path.

United States Natural Gas Fund LP. - United States Natural Gas Fund

United States Natural Gas Fund, LP

UNG is drawing attention after a high-volume rebound, with traders citing colder-weather forecasts and the prospect of stronger winter heating demand as support for natural gas. Some speculate that crowded short positions could amplify the move, while others question whether the winter outlook will stay cold and warn that the volatile rally may fade.

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Reformation Reports Q2 2026 Results: Full Earnings Call Transcript

Reformation (NYSE:REF) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below.
Benzinga APIs provide real-time access to earnings call transcripts andread more...

Reformation Announces Second Quarter Fiscal 2026 Results

Reformation Announces Second Quarter Fiscal 2026 Results Reformation Announces Second Quarter Fiscal 2026 Results PR Newswire LOS ANGELES, Sept. 10, 2026 Net Revenue increased 24.1%Net Income grew 79.4%Adjusted EBITDA Margin expanded 320 basis points to 16.4%LOS ANGELES, Sept. 10, 2026 /PRNewswire...

Reformation to Announce Second Quarter Fiscal 2026 Results on September 10, 2026

Reformation to Announce Second Quarter Fiscal 2026 Results on September 10, 2026 Reformation to Announce Second Quarter Fiscal 2026 Results on September 10, 2026 PR Newswire LOS ANGELES, Aug. 27, 2026 LOS ANGELES, Aug. 27, 2026 /PRNewswire/ -- Reformation Inc. (NYSE:REF), the sustainable women's...

NYSE Content Update: Reformation Scores Winning Session in NYSE Debut

NYSE Content Update: Reformation Scores Winning Session in NYSE Debut NYSE Content Update: Reformation Scores Winning Session in NYSE Debut PR Newswire NEW YORK, July 31, 2026 NYSE issues a pre-market daily advisory direct from the trading floor.NEW YORK, July 31, 2026 /PRNewswire/ -- The New York...

NYSE Content Update: Jersey Mike's Raises $1 Billion Ahead of NYSE Debut

NYSE Content Update: Jersey Mike's Raises $1 Billion Ahead of NYSE Debut NYSE Content Update: Jersey Mike's Raises $1 Billion Ahead of NYSE Debut PR Newswire NEW YORK, July 30, 2026 NYSE issues a pre-market daily advisory direct from the trading floor.NEW YORK, July 30, 2026 /PRNewswire/ -- The New...

Reformation Inc. expects full year fiscal 2026 net revenue in the range of $602M, Adjusted EBITDA margin between 14% and 14.2%, and capital expenditures of $23M.

Reformation Inc. faces downward pressure on per-customer revenue metrics, increased debt levels utilized for shareholder dividends, and ongoing structural risks associated with potential U.S. government-imposed tariffs and trade wars.

Reformation Inc. delivered strong financial performance featuring consistent double-digit revenue growth, significant gross margin expansion, and improved Adjusted EBITDA, reflecting the enduring strength of the brand and disciplined operational execution.

Reformation, Inc. operates as a clothing brand company. It is engaged in sustainable womenswear. Its products include dresses, jeans, tops, sweaters, shoes, and accessories. The company was founded in 2009 and is headquartered in New York, NY.

Reformation Inc.

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	$0.02	--	--	N/A
Q2 '26	$0.21	$0.23	7.10%	BEAT

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Latest Earnings Results: Q2 '26

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