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Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is generating intense debate following the acquisition of Boeing's autonomous flight subsidiaries, a move perceived by bulls as a strategic consolidation of defense revenue and intellectual property. Skeptics, however, remain focused on the company's lack of a piloted transition flight and view the deal as a complex layering of debt and dilution ahead of upcoming financial results.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending as investors focus on the upcoming Phase 2 data readout for its lead asset, ABCL635, which has generated significant excitement regarding its potential as a best-in-class non-hormonal treatment for menopause-related symptoms. The community is actively debating the company's platform validation, with recent major partnerships with Jazz Pharmaceuticals and Vertex adding weight to the bull case while short interest remains a focal point for potential volatility.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is attracting significant investor attention as it exhibits strong relative strength and trades at all-time highs, with the community actively debating whether its premium valuation is justified by its role as an AI-native observability leader. Sentiment is split between bullish traders highlighting the stock's operational leverage and growth potential in the enterprise AI stack and bearish investors expressing concern over its high price-to-earnings multiple and recent momentum-driven price action.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as investors debate a sharp post-earnings sell-off against the backdrop of its deeply discounted valuation, strong AI-native technology, and speculation regarding potential acquisition interest from big tech giants. Community sentiment is deeply divided between frustration over the stock's sluggish price action relative to cybersecurity peers and bullish conviction in the companys zero-debt balance sheet and long-term positioning in the AI security market.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing intense market volatility and high-volume trading following a blowout earnings report that shattered revenue expectations and featured a significant long-term supply agreement with Lumentum. While the community is divided between bulls betting on a massive short squeeze and AI-driven growth in photonics, bears remain skeptical, citing concerns over high valuation, Chinese manufacturing risks, and potential regulatory headwinds.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trending as investors show renewed conviction in its cybersecurity and data resilience platform ahead of upcoming earnings, with the community actively debating its growth trajectory versus sector peers. Traders are closely watching institutional accumulation patterns and key technical resistance levels, as bullish sentiment builds around the company's expanding role in AI-driven data protection.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors react to the unveiling of the Qwen3.8-Max AI model, which has sparked significant interest due to its competitive performance benchmarks against leading Western AI systems. The community is actively debating the company's valuation gap relative to its e-commerce and cloud infrastructure growth, with many traders discussing potential breakout levels and the impact of broader Chinese economic policy shifts on the stock's momentum.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is drawing significant market attention as it partners with major financial firms like Blackstone and Apollo on a massive AI infrastructure financing deal, signaling a shift toward large-scale capital engineering to support the AI buildout. The community is actively debating the implications of this 'circular financing' model, balancing concerns over infrastructure debt against the potential for sustained demand for high-performance AI chips and data center capacity.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors await topline results from the Phase 3 IZAR-1 trial, with community sentiment divided between concerns over recent timeline delays and bullish expectations for the drug's safety and efficacy profile. The conversation is currently dominated by technical debates regarding potential ACR50 outcomes and whether the data will confirm the drug as a best-in-class competitor to existing biologics.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

Internet Computer (ICP) is attracting significant community attention as investors weigh its decentralized cloud infrastructure and AI-native capabilities against current market volatility. Supporters are actively discussing a potential long-term decoupling from Bitcoin, focusing on institutional engagement and the ecosystem's ongoing technical developments as key catalysts for future growth.

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IOSP's Q2 Earnings Surpass Estimates on Broad-Based Growth

Innospec's Q2 earnings beat estimates as all three businesses delivered revenue growth, while a debt-free balance sheet supports further investment.

PRM's Q2 Earnings and Revenues Miss Estimates, Sales Up Y/Y 

Perimeter Solutions' Q2 revenue rose 31% as acquisitions and Value Driver execution fueled growth, but earnings and revenue missed estimates. 

NGVT Q2 Earnings Beat on Pricing, Mix and Higher Volumes

Ingevity's Q2 earnings beat estimates as pricing, mix and higher volumes lifted margins, prompting higher 2026 earnings and EBITDA guidance.

CF Q2 Earnings Miss Estimates Despite Strong Nitrogen Pricing

CF Industries' Q2 earnings miss estimates as lower volumes and the Yazoo City outage offset stronger nitrogen pricing and a 17.6% sales increase.

Quaker Chemical's Q2 Earnings Beat, Sales Rise on Volume Growth 

KWR posted higher Q2 earnings and record adjusted EBITDA as new business wins lifted volumes and revenue, while management expects growth to continue through 2026. 

Huntsman Posts Narrower Loss in Q2, Sales Beat on Higher Volumes 

HUN's Q2 revenue grew on stronger volumes and pricing across all segments, while its planned merger with Olin continues to advance toward a stockholder vote. 

ALB Q2 Earnings Beat Estimates on Lithium Pricing Strength

ALB beat Q2 earnings estimates as stronger lithium pricing, Specialties growth and productivity gains lifted sales, EBITDA and cash flow.

ArcelorMittal's Q2 Earnings & Revenues Miss Estimates, Sales Up Y/Y

MT missed on adjusted earnings as Q2 profit fell year over year, but expects stronger second-half shipments and sees Europe supported by policy changes. 

MOS Q2 Earnings Beat Estimates, Sales Miss on Lower Volumes 

Mosaic posted a Q2 adjusted earnings beat, but weaker sales, lower volumes and higher sulfur costs hurt results as it cut 2026 capex guidance. 

The U.S. Cannot Make Its Own Ammunition Metal; A Nevada Explorer Just Defined One of America's Largest Domestic Sources of It

The U.S. Cannot Make Its Own Ammunition Metal; A Nevada Explorer Just Defined One of America's Largest Domestic Sources of It The U.S. Cannot Make Its Own Ammunition Metal; A Nevada Explorer Just Defined One of America's Largest Domestic Sources of It PR Newswire VANCOUVER, BC, Aug. 3, 2026 Issued...

Skeena Resources Ltd. operates as a mineral exploration company, which engages in developing the Eskay Creek Project, an advanced-stage exploration project. The company was founded on September 13, 1979 and is headquartered in Vancouver, Canada.

Skeena Resources Ltd

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? 
 
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