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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

Tesla is facing significant downward pressure following an earnings miss where profitability margins failed to meet expectations despite a revenue beat. The community remains deeply divided, with bulls pointing to long-term potential in AI, robotics, and autonomy, while bears highlight margin compression, negative free cash flow, and concerns over the feasibility of Elon Musk's aggressive timelines.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow (NOW) is trending after delivering a strong double beat on earnings and raising its full-year outlook, which sparked community optimism about the company's ability to monetize enterprise AI. Traders are actively debating whether this performance signals a broader recovery for SaaS stocks, with many highlighting the stock's leadership in AI-driven workflows as a key differentiator.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors closely watch its upcoming earnings report, with the community highly focused on whether strong growth in AI and cloud infrastructure orders will effectively offset legacy telecom weakness. Sentiment remains sharply divided, as many bulls point to the company's strategic pivot toward AI-RAN and optical networks as a long-term turnaround play, while bears express significant concern over volatile price action and persistent overhead supply.

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 trending as investors weigh an earnings beat driven by strong cloud growth and paper gains from AI investments against concerns over escalating capital expenditures. The community remains divided, with many viewing the dip as a long-term buying opportunity while others remain cautious of the company's aggressive AI-focused spending cycle.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize the company's aggressive and rising capital expenditure on AI infrastructure, which is offsetting strong cloud revenue growth and leading to near-term cash flow pressures. The community remains deeply divided, with many debating whether the massive AI spend represents a long-term strategic necessity for market dominance or an overextended bubble that risks shareholder value.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is in the spotlight following a revenue beat and a significant 400 million dollar sole-source defense contract to supply critical grain-oriented electrical steel. While some investors are bullish on the company's strategic importance to U.S. energy infrastructure and long-term asset value, others remain focused on bearish concerns regarding debt, management performance, and ongoing market volatility driven by short-selling activity.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

Raytheon Technologies is seeing significant investor attention fueled by a robust $271 billion backlog and sustained demand for critical missile systems, including the Patriot and Tomahawk, as global defense spending intensifies. The community is actively discussing the company's ability to navigate production bottlenecks and supply chain constraints while weighing its position as a central player in Western rearmament efforts.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is facing significant selling pressure as investors brace for a massive wave of insider share unlocks beginning in early August. The community is sharply divided between long-term supporters awaiting a potential merger or rebound around upcoming rocket launches and bearish traders who view the stock as fundamentally overvalued and destined for a steep correction.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense community scrutiny and downward price pressure following the termination of its Chief Revenue Officer and an associated whistleblower lawsuit alleging improper handling of military equipment. Investors are actively debating the company's governance and leadership stability, fueled by concerns over recent executive exits and a lack of transparency regarding revenue generation.

Freeport-McMoRan, Inc. engages in the mining of copper, gold, and molybdenum. It operates through the following segments: U.S. Copper Mines, South America Operations, Indonesia Operations, Molybdenum Mines, U.S. Rod and Refining, Atlantic Copper, and Corporate and Other. The U.S. Copper Mines segment operates open-pit copper mines in Morenci, Bagdad, Safford, Sierrita, Miami in Arizona and Chino, and Tyrone in New Mexico. The South America Operations segment includes Cerro Verde in Peru and El Abra in Chile. The Indonesia Operations segment handles the operations of the Grasberg minerals district that produce copper concentrate containing significant quantities of gold and silver. The Molybdenum Mines segment includes the Henderson underground mine and Climax open pit mine, both in Colorado. The U.S. Rod and Refining segment consists of copper conversion facilities located in North America and includes refinery and rod mills. The Atlantic Copper segment smelts and refines copper concentrate and markets refined copper and precious metals in slimes. The Corporate and Other segment offers other mining and eliminations, oil and gas operations, and other corporate and elimination items. The company was founded by James R. Moffett on November 10, 1987, and is headquartered in Phoenix, AZ.

Freeport-McMoRan Inc

Freeport-McMoRan is trending as investors capitalize on the copper supercycle, driven by structural demand from the AI data-center buildout and electrification. Community sentiment remains bullish, with many traders focused on the stock's role as a primary play on tightening supply, even as some participants navigate short-term volatility ahead of earnings.

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PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings 

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Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Extremely 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.

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Drop a comment with when you expect the first cut/hike to be.

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Direxion Daily Semiconductor Bear 3X Shares

Traders are intensely debating the mathematical decay, volatility drag, and high-risk maintenance requirements of holding 3x leveraged instruments overnight.

Market participants are fixated on tech CAPEX spending and key earnings reports as the primary catalyst driving massive swings in the semiconductor sector.

The community is skeptical of recent reverse splits, often viewing them as a trap or an attempt to mask long-term asset degradation.

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