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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 rallying as the company reported a revenue and earnings beat alongside a massive backlog, fueling community optimism about the strength of AI infrastructure demand. While bulls are celebrating a potential short squeeze and strong execution, bears remain vocal, pointing to the company's significant cash burn, heavy debt load, and the risks associated with high capital expenditure.

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 due to significant anticipation surrounding the upcoming earnings report and a strategic multi-million dollar contract with the Israeli Ministry of Defense. The community is actively discussing a potential short squeeze, citing high short interest and aggressive algo-trading activity as key factors driving the intense volatility.

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 surging after reporting significant quarterly earnings beats and issuing aggressive forward guidance that crushed analyst expectations, signaling robust demand for its AI infrastructure. The community is actively debating the stock's significant undervaluation relative to its record backlog and revenue projections, with many investors anticipating a short squeeze as the company confirms it has no near-term plans for share 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

SELLAS Life Sciences is trending as investors brace for a critical quarterly financial update and closely monitor the ongoing, event-driven REGAL Phase 3 trial for GPS. The community is actively debating the company's self-imposed quiet period, with many bullish investors interpreting the lack of clinical trial updates as a sign that the 80th survival event has not yet occurred, while anticipating that the company's strong cash position and clinical progress will act as major catalysts.

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 generating intense market interest as investors brace for earnings, with the stock acting as a focal point for a retail-led "short squeeze" against prominent bears who have bet heavily against the company's data center growth and AI infrastructure model. Community sentiment is sharply polarized, with bulls pointing to the company's aggressive capacity build-out and institutional partnerships as catalysts to fuel a rally, while short sellers remain focused on high capital expenditure risks and potential expansion delays.

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.

United States Antimony Corp. is facing significant volatility following a major downward revision to its annual revenue guidance, which has fueled intense community frustration regarding management's project execution and forecasting accuracy. Despite the financial headwinds, investors are actively debating the company's long-term potential as a critical domestic supplier, specifically focusing on the tightening of U.S. supply chain requirements for defense minerals and the company's role in the domestic antimony production landscape.

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 trending due to a stellar quarterly earnings report, with the community highlighting a strong revenue beat, upward-revised guidance, and a critical role in the accelerating AI data center and optical networking buildout. While the stock has seen significant volatility, investors are actively debating the sustainability of the AI infrastructure rally and the company's competitive position within the optical connectivity supply chain.

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 trending as the community debates its rapid price volatility, with bullish investors highlighting recent manufacturing capacity expansions and potential long-term aerospace partnerships while bears point to short-seller scrutiny and concerns over share dilution. Discussions are dominated by speculation about institutional accumulation versus retail profit-taking, as traders analyze the stock's role as a proxy for the broader metal additive manufacturing and defense-industrial base.

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 is trending as investors react to a strong quarterly double beat, characterized by impressive revenue growth and resilient traffic figures that defied sector-wide headwinds. While the stock saw an initial pullback after the announcement, community discussion remains highly bullish, focusing on CAVAs position as a category-defining brand with significant long-term expansion potential.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing a significant pullback following a disappointing quarterly revenue report and tempered growth guidance, sparking intense debate among investors regarding its long-term premium valuation versus potential market saturation. The community remains deeply divided, with some users highlighting strong underlying DTC growth and brand loyalty as reasons to buy the dip, while others express concerns over high P/E ratios and increasing competition in the sportswear sector.

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Rithm Property Trust Inc. Announces Second Quarter 2026 Results

Rithm Property Trust Inc. (NYSE: RPT, Rithm Property Trust or the Company) today announced its financial results for the second quarter ended June 30, 2026. Financial Highlights: GAAP comprehensive income of $645.0 thousand, or $0.08 per diluted common share(1)(2) Book value per common share of...

Rithm Property Trust Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call

Rithm Property Trust Inc. (NYSE: RPT, Rithm Property Trust or the Company) announced today that it will release its second quarter 2026 financial results for the period ended June 30, 2026 on Tuesday, July 28, 2026, after the market close on the New York Stock Exchange. In addition, management will...

Rithm Property Trust Announces Public Offering of Common Stock

Rithm Property Trust Inc. (NYSE: RPT, RPT or the Company) announced today the commencement of a public offering of the Companys common stock (the Offering). In connection with the Offering, the Company expects to grant the underwriters an option for a period of 30 days to purchase an additional 15...

Rithm Property Trust Inc. Declares Second Quarter 2026 Common and Preferred Stock Dividends

Rithm Property Trust Inc. (NYSE: RPT, Rithm Property Trust or the Company) announced today that its Board of Directors (the Board) has declared second quarter 2026 common and preferred stock dividends. Common Stock Dividend The Board declared a cash dividend of $0.36 per share of common stock. The...

Rithm Property Trust (NYSE:RPT) Downgraded by Wall Street Zen to "Strong Sell"

Wall Street Zen downgraded Rithm Property Trust from a 'sell' rating to a 'strong sell' rating in a report on Saturday...

Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks Delivering High-Dividend Yields

Summary: Investors turn to dividend-yielding stocks during market turbulence, like Golub Capital BDC, Rithm Property Trust, and Blue Owl Capital, as high free cash flows allow for high dividend...

Rithm Property Trust Q1 Earnings Call Highlights

Rithm Property Trust (NYSE:RPT) reported a relatively quiet first quarter of 2026 as management emphasized patience in deploying capital amid shifting market conditions and said it is evaluating opportunities that could meaningfully change the company's earnings profile.

Chief Executive Officer Mic...

Rithm Property Trust Inc. Announces First Quarter 2026 Results

Rithm Property Trust Inc. (NYSE: RPT, Rithm Property Trust or the Company) today announced the following information for the first quarter ended March 31, 2026. Financial Highlights: GAAP...

Rithm Property Trust Inc. Plans Quarterly Dividend of $0.36 (NYSE:RPT)

Rithm Property Trust Inc. (NYSE:RPT) announced a quarterly dividend on Monday, April 20th. Investors of record on Friday, May 15th will be paid a dividend of 0.36 per share on Friday, May 29th. This...

Rithm Property Trust Inc. Declares First Quarter 2026 Common and Preferred Dividends

Rithm Property Trust Inc. (NYSE: RPT, Rithm Property Trust or the Company) announced today that its Board of Directors (the Board) has declared first quarter 2026 common and preferred stock dividends. Common Stock Dividend The Board declared a cash dividend of $0.36 per share of common stock. The...

$RPT.DL0225 Q2 '26 Earnings Results & Recap

Rithm Property Trust reported Q2 2026 GAAP comprehensive income of $645.0 thousand, or $0.08 per diluted common share, while earnings available for distribution were $(46.0) thousand, or $(0.01) per diluted share.

Rithm Property Trust, Inc. is a real estate investment trust company, which engages in acquiring, investing in, and managing mortgage loans secured by single-family residences and, to a lesser extent, single-family properties. It operates through the Residential and Commercial segments. The Residential segment is focused on managing its portfolio of residential mortgage assets, including whole mortgage loans, RMBS and beneficial interests. The Commercial segment offers acquiring and managing portfolios of CMBS, commercial real property, commercial mortgage loans and other CRE investments. The company was founded on January 30, 2014 and is headquartered in New York, NY.

Rithm Property Trust Inc.

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	$0.00	--	--	N/A
Q2 '26	-$0.14	-$0.01	92.68%	BEAT
Q1 '26	-$0.07	-$0.04	42.86%	BEAT
Q4 '25	-$0.09	-$0.06	33.33%	BEAT
Q3 '25	$0.02	-$0.12	-700.00%	MISSED

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