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Invesco QQQ Trust Series 1

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 trending as investors react to the Vineland planning board's approval of its data center project, fueling intense debate between bulls expecting a short squeeze toward $300 and bears questioning the stock's valuation. Community discussions are heavily focused on the clash between institutional momentum and high-profile short sellers, with many debating whether the regulatory de-risking event justifies the current market premium.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently drawing intense interest as institutional backing grows, highlighted by major firms like Morgan Stanley, Vanguard, and UBS significantly increasing their positions during the last quarter. While community sentiment remains polarized, ongoing discussions center on the company's expanding government contracts, the strategic importance of its recent FCC approvals, and the race to solidify launch schedules amidst a high-stakes competitive landscape.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Market sentiment remains divided as traders weigh the impact of rising 30-year Treasury yields against persistent geopolitical instability in the Strait of Hormuz. While some investors are aggressively hedging with put options, others view the current price consolidation as a potential buying opportunity for a continued trend.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing a significant sell-off to multi-year lows, driven by investor anxiety over weakened revenue, stiffening competition in the athletic footwear sector, and internal leadership uncertainty. While some in the community view the current price as a generational buying opportunity and a potential value play given the dividend yield, many others remain bearish, citing poor brand relevance, high inventory concerns, and ongoing debates over management's strategic direction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is facing heightened market volatility driven by rising Treasury yields and geopolitical uncertainty in the Strait of Hormuz, causing a split in community sentiment between those betting on an AI-driven breakout and those bracing for a potential correction. Traders are actively debating the sustainability of current valuations as bond yields reach multi-year highs, leading to significant volume in hedging activity and put option flow.

Investment Managers Series Trust II - Tradr 2X Short SNDK Daily ETF

Tradr 2X Short SNDK Daily ETF

The Tradr 2X Short SNDK Daily ETF ($SNDQ) is trending as traders closely monitor extreme volatility and the impact of the underlying asset's price fluctuations on the leveraged fund. The community is actively debating the risks of holding these instruments long-term, citing concerns over volatility decay, reverse stock splits, and broader uncertainty regarding the semiconductor sector.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as investors scrutinize the stock ahead of its earnings report, weighing persistent concerns over high interest rates and housing market cooling against the company's resilient Pro segment and potential for a relief rally. The community remains deeply divided, with some betting on a rebound for the blue-chip leader while others express skepticism regarding consumer discretionary spending and the impact of broader economic headwinds.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is currently trending as investors weigh strong institutional interest from major hedge funds against bearish sentiment fueled by macroeconomic concerns and regulatory scrutiny. Community discussion is heavily divided, focusing on the potential value unlock from a prospective IPO of its AI chip unit versus ongoing fears regarding the stock's status as a 'value trap' in a challenging Chinese regulatory environment.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on the company's clear clinical roadmap, specifically the upcoming BLA filing for its lead prostate cancer asset and the potential for a transformative breakthrough in the solid tumor oncology space. The community is actively discussing strong institutional accumulation, a de-risked balance sheet, and the expectation that the firm's localized immune-priming mechanism will attract significant interest from major pharmaceutical players.

ExxonMobil Holdings Corp. is an international energy and petrochemical company, which creates solutions that improve quality of life and meets society’s evolving needs. The company is headquartered in Spring, TX.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Exxon Mobil is facing increased regulatory scrutiny as the administration probes potential price gouging, while investors balance geopolitical risks in the Middle East with broader concerns over energy price volatility. The community remains focused on the company's long-term production capacity and capital allocation, with many weighing the impact of potential shifts in global energy policy against Exxon's resilient cash flow.

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Record 811 Participation Helps Drive Lowest Infrastructure Damage Rate on Record Across SoCalGas Service Territory

Record 811 Participation Helps Drive Lowest Infrastructure Damage Rate on Record Across SoCalGas Service Territory Record 811 Participation Helps Drive Lowest Infrastructure Damage Rate on Record Across SoCalGas Service Territory PR Newswire LOS ANGELES, Aug. 11, 2026 LOS ANGELES, Aug. 11, 2026...

SoCalGas Introduces Updated Employee Uniforms to Improve Safety

SoCalGas Introduces Updated Employee Uniforms to Improve Safety SoCalGas Introduces Updated Employee Uniforms to Improve Safety PR Newswire LOS ANGELES, Aug. 10, 2026 Media assets hereLOS ANGELES, Aug. 10, 2026 /PRNewswire/ --Southern California Gas Company (SoCalGas), a subsidiary of Sempra (NYSE...

Compared to Estimates, Sempra (SRE) Q2 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Sempra (SRE) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

SoCalGas Board of Directors Approves Retirement of All Outstanding Shares of Preferred Stock

SoCalGas Board of Directors Approves Retirement of All Outstanding Shares of Preferred Stock SoCalGas Board of Directors Approves Retirement of All Outstanding Shares of Preferred Stock PR Newswire LOS ANGELES, Aug. 7, 2026 LOS ANGELES, Aug. 7, 2026 /PRNewswire/ -- Southern California Gas Company...

Sempra's Q2 Earnings Outpace Estimates, Revenues Fall Y/Y

SRE tops Q2 earnings estimates as utility and infrastructure profits surge, but revenues dip and miss forecasts despite stronger operating cash flow.

Sempra (SRE) Surpasses Q2 Earnings Estimates

Sempra (SRE) delivered earnings and revenue surprises of +14.85% and -6.83%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Sempra Energy Profit Advances In Q2

(RTTNews) - Sempra Energy (SRE) revealed earnings for its second quarter that Increases, from last year...

ONCOR REPORTS SECOND QUARTER 2026 RESULTS

ONCOR REPORTS SECOND QUARTER 2026 RESULTS ONCOR REPORTS SECOND QUARTER 2026 RESULTS PR Newswire DALLAS, Aug. 6, 2026 DALLAS, Aug. 6, 2026 /PRNewswire/ -- Oncor Electric Delivery Company LLC ("Oncor") today reported net income of $428 million for the three months ended June 30, 2026, compared to net...

Sempra Reports Strong Second-Quarter 2026 Results

Sempra Reports Strong Second-Quarter 2026 Results Sempra Reports Strong Second-Quarter 2026 Results PR Newswire SAN DIEGO, Aug. 6, 2026 SAN DIEGO, Aug. 6, 2026 /PRNewswire/ -- Sempra (NYSE: SRE) today reported second-quarter 2026 earnings, prepared in accordance with Generally Accepted Accounting...

Talen Energy Corporation (TLN) Q2 Earnings and Revenues Miss Estimates

Talen Energy Corporation (TLN) delivered earnings and revenue surprises of -95.00% and -5.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Sempra is an energy-service holding company, which engages in the development and operation of energy infrastructure, and provision of electric and gas services. It operates through the following segments: Sempra California, Sempra Texas Utilities, Sempra Infrastructure, and All Other. The Sempra California segment offers natural gas and electric service to Southern California and part of central California through Sempra’s wholly owned subsidiaries, SDG&E and SoCalGas. The Sempra Texas Utilities holds investment in Oncor Holdings. The Sempra Infrastructure includes the operating companies of subsidiary, SI Partners, as well as a holding company and certain services companies. The company was founded on October 11, 1996, and is headquartered in San Diego, CA.

Sempra

Qatar's State-Owned Energy Firm Halts LNG Production Following Iran Drone Strikes: Doha Calls It ‘Dangerous Escalation’

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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	$1.10	--	--	N/A
Q2 '26	$1.06	$1.16	9.64%	BEAT
Q1 '26	$1.51	$1.51	-0.33%	MISSED
Q4 '25	$1.24	$1.28	2.88%	BEAT
Q3 '25	$0.91	$1.11	21.88%	BEAT

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