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Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Analyst upgrades and anticipation of HPEs upcoming earnings are driving attention, with traders focused on AI-server, networking, storage and data-center demand, including potential Juniper integration synergies. The community is mostly bullish on a strong report, although some traders cite valuation, component-cost and margin risks, along with profit-taking and uncertainty about the rallys durability.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Progress toward the European Lithium mergerincluding the court-approval timetable, upcoming proxy materials, and proposed cancellation of cross-held sharesis driving attention, alongside renewed enthusiasm for critical-minerals equities. Traders debate whether the move reflects a short or gamma squeeze and breakout setup, while bears cite dilution, project delays, and disputed economic-study assumptions.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Panasonic Advanced Technologys announced collaboration with Jasmy and JANCTION on a distributed-GPU Smart Render productreported to reduce rendering time substantially and target commercial useis driving attention. Traders view it as validation of Jasmys utility and potential AI/enterprise adoption, while skeptics question direct demand for JASMY and cite exchange-delisting concerns, low volume, and the risk of a temporary pump.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas addition of pedal-less Cybercabs to its Texas robotaxi roster and the upcoming Cybercab launch are driving attention, with traders also citing Optimus production. Bulls view the developments as validation of Teslas autonomy strategy and a potential short squeeze, while skeptics argue the hype is already priced in and expect a sell-the-news reaction.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Rising long-term Treasury yields, driven by persistent inflation, higher oil prices, fiscal concerns and increased expectations for a Federal Reserve rate hike, are pressuring TLT and driving the discussion. Traders are split between bears who see further yield increases and bulls betting that Treasury buybacks could eventually support bonds, with many questioning whether the intervention can overcome underlying debt and supply pressures.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Anticipation of VK2735s obesity-drug maintenance-study readout is driving attention, with traders debating whether sustained weight loss, dosing convenience, and tolerability will differentiate it from existing GLP-1 therapies. Bullish participants expect the data to strengthen Vikings pipeline and partnership or buyout prospects, while skeptics warn of disappointing results, dilution, or a sell-the-news reaction.

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

Upcoming fiscal earnings are the dominant catalyst, with traders focused on whether sustained AI-server and data-center demand will support stronger guidance and margins. Bulls anticipate a beat and continued AI infrastructure momentum, while skeptics warn that elevated valuation, memory and component costs, and a potential sell-the-news reaction could pressure shares.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

A quarterly earnings miss and concerns about management execution have driven attention, with traders questioning the credibility and timing of Hut 8s AI data-center expansion amid uncertainty over Texas/ERCOT approvals. Bulls continue to point to the companys contracted AI capacity, power pipeline, and Bitcoin exposure, but the community remains divided over whether those assets can offset near-term execution risks.

Helium is a decentralized machine network powered by a physical blockchain. The network is created by gateways who also double as miners on our network. These gateway operators can earn tokens based on coverage they provide as well as transaction fees gained from machines connecting to their gateway  Helium is a new cryptocurrency. Hotspots earn for providing and validating wireless coverage and when devices on the network connect to the internet through Hospots  Helium is mined and distributed to Hotspot Owners, Helium Inc, and investors. There is no pre-mine of Helium, and every month approximately 5,000,000 new Helium are minted.  At the end of each mining period, roughly every 30 to 60 mins, Helium is distributed according to the allocation shown:

Helium

Heliums deployment in Celina, Texas, which repurposes municipal WiFi for carrier-grade coverage, is driving attention as traders view it as evidence of real-world DePIN adoption and network utility. Bullish participants cite momentum, carrier partnerships and potential token burns, while skeptics question sustainability because of dilution, weak hotspot economics and ongoing selling.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

The scheduled Q3 earnings release on September 2 is driving attention, with traders focused less on quarterly figures than on data-center contract wins, pipeline conversion, guidance, and updates on the ExxonMobil/Porthos carbon-capture project. Bulls anticipate a commercial breakthrough, while skeptics point to the lack of binding hyperscaler contracts, dilution risk, and managements execution record.

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The Zacks Analyst Blog Highlights Recursion Pharmaceuticals, Schrodinger, Relay Therapeutics and Absci

AI is reshaping drug discovery, with Recursion Pharmaceuticals, Schrodinger, Relay Therapeutics and Absci advancing computational platforms and pipelines.

4 AI-Powered Drug Discovery Stocks to Watch as AI Reshapes Pharma

RXRX, SDGR, RLAY and ABSI are using AI-powered platforms to transform drug discovery while advancing proprietary clinical pipelines.

RXRX Q2 Earnings Miss Estimates, Revenues Fall Y/Y, Stock Down

Recursion misses Q2 earnings and revenue estimates as collaboration revenues fall year over year, sending shares lower while pipeline and partnership programs advanced.

Recursion Pharmaceuticals (RXRX) Reports Q2 Loss, Misses Revenue Estimates

Recursion Pharmaceuticals (RXRX) delivered earnings and revenue surprises of -8.70% and -46.77%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Recursion Pharmaceuticals (RXRX) Sees a More Significant Dip Than Broader Market: Some Facts to Know

The latest trading day saw Recursion Pharmaceuticals (RXRX) settling at $2.97, representing a -2.62% change from its previous close.

Recursion Pharmaceuticals (RXRX) Exceeds Market Returns: Some Facts to Consider

In the closing of the recent trading day, Recursion Pharmaceuticals (RXRX) stood at $3.01, denoting a +1.69% move from the preceding trading day.

A Small AI Company Just Took the Stage at One of the Biggest Events in Computing, and It Points to Where Drug Discovery Is Headed

A Small AI Company Just Took the Stage at One of the Biggest Events in Computing, and It Points to Where Drug Discovery Is Headed A Small AI Company Just Took the Stage at One of the Biggest Events in Computing, and It Points to Where Drug Discovery Is Headed PR Newswire AUSTIN, Texas, July 24...

Recursion Pharmaceuticals (RXRX) Falls More Steeply Than Broader Market: What Investors Need to Know

In the closing of the recent trading day, Recursion Pharmaceuticals (RXRX) stood at $2.89, denoting a -1.87% move from the preceding trading day.

Why Recursion Pharmaceuticals (RXRX) Outpaced the Stock Market Today

In the most recent trading session, Recursion Pharmaceuticals (RXRX) closed at $3.34, indicating a +1.21% shift from the previous trading day.

Here's Why Recursion Pharmaceuticals (RXRX) Fell More Than Broader Market

Recursion Pharmaceuticals (RXRX) closed the most recent trading day at $3.72, moving 3.13% from the previous trading session.

• Reported GAAP EPS of -$0.25 up 39.02% YoY
• Reported revenue of $7.67M down -60.10% YoY

Recursion Pharmaceuticals faces ongoing financial challenges with a $2.3 billion accumulated deficit, no guaranteed future funding, and identified material weaknesses in its internal control over financial reporting systems.

Recursion Pharmaceuticals is advancing its AI-driven drug discovery pipeline through strategic collaborations with Genentech, Roche, and Sanofi, while leveraging proprietary Agentic AI to improve clinical trial enrollment efficiency.

Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company that combines automation, artificial intelligence, machine learning, and in vivo validation capabilities to discover novel medicines. Its Recursion operating system enables advanced machine learning approaches to reveal drug candidates, mechanisms of action, novel chemistry, and potential toxicity, with the eventual goal of decoding biology and advancing new therapeutics that radically improve people's lives. The company was founded by Blake Borgeson, Christopher C. Gibson, and Dean Y. Li on November 4, 2013 and is headquartered in Salt Lake City, UT.

Recursion Pharmaceuticals Inc - Ordinary Shares - Class A

RXRX Stock Soars Pre-Market On Q4 Beat, Recursion CEO Says Company Has ‘Reached An Inflection Point’

Equity

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	-$0.22	--	--	N/A
Q2 '26	-$0.24	-$0.25	-4.17%	MISSED
Q1 '26	-$0.26	-$0.22	16.98%	BEAT
Q4 '25	-$0.29	-$0.21	27.59%	BEAT
Q3 '25	-$0.38	-$0.36	4.55%	BEAT

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