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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 shares are surging after the company reported record quarterly revenue and significantly raised its full-year outlook, driven by explosive global demand for AI-optimized servers and a record order backlog. While some traders debate the long-term sustainability of AI hardware margins and the impact of component costs, the community reaction remains overwhelmingly bullish following the beat.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is seeing significant volatility following its fiscal first-quarter earnings report, where traders are debating whether the company’s growth targets and demand from hyperscalers remain sufficient to justify its premium valuation. While some investors view the sell-off as a buying opportunity given the company's strong guidance, others are concerned about sequential growth trends and market sensitivity to broader tech sector performance.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is receiving attention as the company transitions to new CEO John Ternus, who has expressed optimism regarding an upcoming major product launch event. While the leadership change has sparked debate among traders about future innovation and stock valuation, the conversation also remains focused on potential regulatory hurdles and legal disputes involving the company's trade secrets.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is seeing significant market pressure as traders debate its AI competitiveness against rivals like Anthropic and evaluate the impact of heavy capital expenditures on margins. Despite bullish views from some institutional investors and analysts regarding the company's valuation and cloud growth, retail sentiment remains cautious amid ongoing volatility and persistent selling pressure.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are trending following an earnings report where the company beat quarterly expectations and raised its full-year guidance, but experienced a significant price decline. Traders are debating whether the sell-off is an overreaction to cautious third-quarter revenue guidance and stretched valuation, or a justified correction after a strong run-up leading into the results.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as traders express significant frustration with recent share price volatility and downward movement, which many attribute to broader macroeconomic pressures like interest rates, inflation, and sector-wide sentiment. While some investors remain bullish based on long-term growth and the company's financial results, others are criticizing the stock's performance and opportunity cost, leading to intense debate over the impact of short selling and market manipulation.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks shares saw downward pressure following their earnings report as some investors took profits after a period of significant growth, despite the company beating earnings and revenue expectations. Market participants remain divided, with some concerned about the firm's rich valuation and decelerating organic growth, while others highlight the cybersecurity sector's durable demand and recent strategic AI-focused acquisitions.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Investors are focused on Oracle's upcoming earnings report, with sentiment divided between concerns over debt levels and capital expenditures and optimism regarding the company's cloud infrastructure growth and AI demand. Many traders are closely monitoring comparisons to peers like Dell and Salesforce, with debates continuing over whether the current price represents a buying opportunity or a value trap.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab shares experienced a strong rally following a Q2 earnings beat and raised full-year guidance, with traders highlighting strong AI-driven demand and record bookings. The community is split between bullish sentiment over the company's AI-powered growth and continued skepticism from traders who remain wary of valuation concerns and ongoing losses.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending following the announcement of a large power purchase agreement with Google to supply carbon-free geothermal energy for data center operations. While the community is largely bullish on the company's long-term potential to meet AI-driven power demand, some traders express concerns regarding valuation, ongoing losses, and potential future dilution.

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RLX Technology (RLX) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

RLX Technology: Smoke And Mirrors?

The vaping company announced its recent purchase of 51% of a leading European distributor of smoke-free products and fast-moving consumer goods

image credit: Bamboo Works

Key Takeaways:

RLX said itsread more...

RLX Technology Announces Unaudited Second Quarter 2026 Financial Results

RLX Technology Announces Unaudited Second Quarter 2026 Financial Results RLX Technology Announces Unaudited Second Quarter 2026 Financial Results PR Newswire SHENZHEN, China, Aug. 14, 2026 SHENZHEN, China, Aug. 14, 2026 /PRNewswire/ -- RLX Technology Inc. ("RLX Technology" or the "Company") (NYSE...

RLX Technology to Report Second Quarter 2026 Financial Results on August 14, 2026

RLX Technology to Report Second Quarter 2026 Financial Results on August 14, 2026 RLX Technology to Report Second Quarter 2026 Financial Results on August 14, 2026 PR Newswire SHENZHEN, China, Aug. 5, 2026 - Earnings Call Scheduled for 8:00 a.m. ET on August 14, 2026 -SHENZHEN, China, Aug. 5, 2026...

RLX Technology Reports Q1 2026 Results: Full Earnings Call Transcript

RLX Technology Announces Unaudited First Quarter 2026 Financial Results

RLX Technology Announces Unaudited First Quarter 2026 Financial Results RLX Technology Announces Unaudited First Quarter 2026 Financial Results PR Newswire SHENZHEN, China, May 20, 2026 SHENZHEN, China, May 20, 2026 /PRNewswire/ -- RLX Technology Inc. ("RLX Technology" or the "Company") (NYSE...

RLX Technology to Report First Quarter 2026 Financial Results on May 20, 2026

RLX Technology to Report First Quarter 2026 Financial Results on May 20, 2026 RLX Technology to Report First Quarter 2026 Financial Results on May 20, 2026 PR Newswire SHENZHEN, China, May 11, 2026...

RLX Technology Files 2025 Annual Report on Form 20-F

RLX Technology Files 2025 Annual Report on Form 20-F RLX Technology Files 2025 Annual Report on Form 20-F PR Newswire SHENZHEN, China, April 23, 2026 SHENZHEN, China, April 23, 2026 /PRNewswire...

RLX Technology Inc. Sponsored ADR (NYSE:RLX) Short Interest Down 19.4% in March

RLX Technology Inc. Sponsored ADR (NYSE:RLX - Get Free Report) was the recipient of a significant decline in short interest during the month of March. As of March 31st, there was short interest...

RLX Technology Inc. Sponsored ADR $RLX Shares Bought by JPMorgan Chase & Co.

JPMorgan Chase & Co. raised its holdings in RLX Technology Inc. Sponsored ADR (NYSE:RLX - Free Report) by 11,091.5% during the third quarter, according to the company in its most recent filing with...

• Reported GAAP EPS of $0.18
• Reported revenue of $1.01B up 14.83% YoY

RLX Technology experienced a decline in non-GAAP net income and shifted to negative operating cash flow, while the company continues to face regulatory risks and intense competition in global markets.

RLX Technology delivered revenue growth and expanded gross margins through favorable product mix and supply chain optimization, while the company also expanded its international footprint via a strategic European acquisition.

RLX Technology, Inc. operates as a holding company, which engages in the manufacturing and sale of e-vapor products. It conducts business through its subsidiaries and a variable interest entity that engages in activities in the e-vapor industry from scientific research, technology and product development, and supply chain management to offline distribution. The company was founded by Ying Wang, Long Jiang, and Yilong Wen on January 2, 2018 and is headquartered in Shenzhen, China.

RLX Technology Inc - ADR

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	$0.03	--	--	N/A
Q2 '26	$0.09	$0.02	-72.95%	MISSED
Q1 '26	$0.03	$0.03	2.99%	BEAT
Q4 '25	$0.03	$0.03	-23.08%	MISSED
Q3 '25	$0.03	$0.02	-25.34%	MISSED

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