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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 Inc. is trending as investors brace for upcoming earnings, with high short interest fueling intense speculation about a potential short squeeze. The community is actively monitoring the stock's recent price volatility and technical patterns, debating whether strong revenue guidance and recent defense contract developments will trigger a breakout or if the current positioning invites further downward pressure.

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 experiencing a massive short squeeze and surge in investor interest following a strong earnings report that showcased significant revenue growth and high-demand cloud infrastructure contracts. Investors are actively debating the stock's parabolic move, with many cheering the aggressive gains while criticizing vocal short sellers who have reportedly doubled down on their bearish positions.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing high volatility as investors weigh its aggressive growth partnerships against concerns over valuation, heavy insider selling, and significant upcoming share lockup expirations. The community remains deeply divided, with some traders actively buying the dip based on the company's AI infrastructure potential, while others argue the stock remains overpriced and vulnerable to further downside.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors focus on its recent earnings report, which highlighted record revenue growth and a raised full-year outlook despite broader market volatility and concerns over cash burn. The community is heavily debating the company's valuation relative to quantum peers, with many highlighting institutional accumulation and government partnerships as catalysts that could drive long-term upside.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is attracting significant investor attention following a strong earnings report and raised forward guidance, as the company increasingly benefits from critical networking and infrastructure spending tied to the AI supercycle. The community remains focused on whether the stock can sustain its momentum toward higher price targets despite recent volatility, with active discussions weighing the company's long-term enterprise growth against broader sector valuations.

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 A

Alphabet Inc Class A

Alphabet is facing heightened investor scrutiny due to rising concerns over AI infrastructure spending, management turnover, and ongoing regulatory hurdles. Despite this, the community remains divided, with many long-term bulls viewing current pullbacks as a buying opportunity while others express skepticism regarding the company's AI leadership and near-term growth trajectory.

Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X ETF

Direxion Daily TSLA Bull 2X Shares

TSLL is currently attracting heavy retail interest as traders bet on a rebound following significant price volatility in Tesla, with many in the community actively discussing strategies to buy the dip or hedge positions through covered calls. Investors are focused on the tension between short-term technical oversold signals and broader questions regarding Tesla's valuation, potential SpaceX-related synergies, and the impact of frequent options market dynamics on the stock's movement.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending due to anticipation surrounding its latest earnings results and ongoing expansion into autonomous vehicle partnerships, including recent regulatory progress in London. The community remains divided, balancing optimism for its long-term autonomous strategy and free cash flow growth against concerns over high capital expenditures and intense market competition.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is experiencing heightened market speculation as investors focus on potential short-squeeze activity, institutional accumulation, and the company's strategic shift toward U.S. manufacturing. The community is actively debating the stock's valuation relative to its industry peers, with many calling for management to address what they perceive as significant share price manipulation and a disconnect between the company's fundamentals and its market performance.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is generating significant investor buzz as community sentiment shifts following reports of increased ad commitments and rumors of a strategic stake by Berkshire Hathaway. While traders remain divided by the stock's recent volatility and mixed technical signals, discussions are heavily centered on whether these catalysts can finally break the stock out of its current range toward higher resistance levels.

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Analyst Report: SLB Ltd

$SLB Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.52 down -30.67% YoY
• Reported revenue of $8.97B up 4.98% YoY
• SLB expects full-year 2026 capital investment, consisting of capital expenditures, exploration data costs, and Asset Performance Solutions investments, to be approximately $2.5 billion, consistent with prior expectations for the year.

SLB Ltd. engages in the provision of energy technology. It operates through the following business segments: Digital, Reservoir Performance, Well Construction, Production Systems, and All Other. The Digital segment involves the combination of digital solutions and data products with its Asset Performance Solutions. The Reservoir Performance segment consists of technologies and services for productivity and performance optimization. The Well Construction segment includes the full portfolio of products and services for well placement and performance, drilling, and wellbore assurance. The Production Systems segment focuses on the development of technologies and provides services to production and recovery from subsurface reservoirs to the surface, into pipelines, and refineries. The company was founded by Conrad Schlumberger and Marcel Schlumberger in 1926 and is headquartered in Houston, TX.

SLB Ltd.

SLB CEO Says Although Near-Term Uncertainties Remain, Firm Eyes Returning Over $4B To Shareholders This Year

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	$0.62	--	--	N/A
Q2 '26	$0.51	$0.55	7.57%	BEAT
Q1 '26	$0.51	$0.52	2.53%	BEAT
Q4 '25	$0.74	$0.78	5.08%	BEAT
Q3 '25	$0.66	$0.69	5.01%	BEAT

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Latest Earnings Results: Q2 '26

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