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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging following a blowout earnings report that shattered revenue and EPS expectations, driven by explosive triple-digit growth in its U.S. commercial sector. The community is actively celebrating the stock's significant move while vocal bears who were betting against the company face heavy criticism amid overwhelming institutional momentum and raised full-year guidance.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as investor focus intensifies ahead of upcoming quarterly results, with the community actively debating whether the companys push into AI-powered AR glasses and improving ad revenue will finally catalyze a turnaround. While some bulls are optimistic about a potential short squeeze and margin expansion, others remain skeptical due to long-standing concerns regarding executive leadership and persistent legal headwinds.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is experiencing high volatility as investors react to a private exchange of debt for equity, which is sparking intense debate over whether the resulting dilution is a necessary step to clean the balance sheet for a potential acquisition or a negative move for existing shareholders. Community members are split between long-term supporters pointing to improved financial leverage and critics expressing deep frustration over the company's lack of transparent guidance and the stock's long-term performance.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as investors react to a record-breaking earnings report that highlighted strong revenue and member growth, fueling active community debates over the stock's long-term potential versus concerns about short-term volatility and analyst price target adjustments. While some shareholders are capitalizing on the recent rebound, others are engaged in heated discussions regarding institutional influence, the impact of the broader fintech sector, and the company's ability to maintain its growth trajectory.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Infrastructure is trending as investors weigh its robust growth in the AI-driven data center sector against recent volatility and aggressive short-seller scrutiny. While the community remains highly bullish on its record backlog and infrastructure build-out potential, concerns regarding valuation, sector rotation, and market manipulation have triggered intense debate among active traders.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies is seeing intense investor focus following record earnings, an increased fiscal year revenue outlook, and a major strategic acquisition of Astrobotic. The community is actively discussing the company's expanding role in government-backed space infrastructure, with bulls highlighting its robust backlog and recent defense contracts as evidence that the firm is successfully pivoting toward long-term commercial space dominance.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following a major $335 million strategic storage agreement with CoreWeave, which investors view as strong validation of the company's critical role in AI infrastructure. Community discussion is focused on the potential for institutional accumulation and the long-term growth opportunity within the AI cloud storage sector, though some traders remain cautious of potential equity offerings or short-term volatility.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is facing intense volatility as the community remains divided over whether the stock's recent decline represents a historic accumulation opportunity for a blue-chip defensive compounder or a structural breakdown driven by slowing consumer demand and menu price fatigue. While bears point to persistent technical weakness and a potential long-term trend reversal, bulls are actively debating the timing of a recovery, keeping a close watch on valuation levels and upcoming earnings guidance.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is drawing intense investor attention as anticipation builds for the 80th event in its REGAL clinical trial, with the community actively debating whether the company's recent communication silence signals imminent trial results or potential merger and acquisition activity. The stock continues to experience significant volatility as long-term bulls point to the trial's potential for curative outcomes, while skeptics remain focused on the impact of ongoing share lending and the extended timeline for topline data.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is gaining significant market attention as strong Briumvi sales growth and expanded pipeline opportunities drive investor optimism, with the community actively discussing potential buyout scenarios and the company's long-term valuation. Despite past volatility and short-selling pressure, shareholders remain focused on the stock's fundamentals and recent positive analyst revisions.

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Sunoco LP (SUN) Surpasses Market Returns: Some Facts Worth Knowing

Sunoco LP (SUN) concluded the recent trading session at $76.5, signifying a +2.67% move from its prior day's close.

Sunoco LP and SunocoCorp LLC Announce Quarterly Distributions

Sunoco LP (NYSE: SUN) (SUN or the Partnership) and SunocoCorp LLC (NYSE: SUNC) (SUNC) announced a quarterly distribution of $1.0023 per common unit, or $4.0092 on an annualized basis, for the quarter ended June 30, 2026. This represents an increase of approximately 1.25%, or $0.0124 per common...

Energy Transfer Announces Nineteenth Consecutive Increase in Quarterly Cash Distribution

Energy Transfer LP (NYSE: ET) today announced an increase in its quarterly cash distribution to $0.34 per Energy Transfer common unit ($1.36 on an annualized basis) for the second quarter ended June 30, 2026. This cash distribution per Energy Transfer common unit will be paid on August 19, 2026 to...

Energy Transfer LP Announces Cash Distribution on Series I Preferred Units

Energy Transfer LP (ET) today announced the quarterly cash distribution of $0.2111 per Series I Preferred Unit (NYSE: ETprI).The cash distribution for the Series I unitholders will be paid on August 14, 2026 to Series I unitholders of record as of the close of business on August 4, 2026.Energy...

Why the Market Dipped But Sunoco LP (SUN) Gained Today

In the latest trading session, Sunoco LP (SUN) closed at $75.95, marking a +1.28% move from the previous day.

Sunoco LP (SUN) Stock Slides as Market Rises: Facts to Know Before You Trade

Sunoco LP (SUN) closed at $70.98 in the latest trading session, marking a -1.87% move from the prior day.

Energy Transfer LP Announces Pricing of $1.75 Billion of Junior Subordinated Notes

Energy Transfer LP (NYSE: ET) today announced the pricing of its offering of $650,000,000 aggregate principal amount of Series 2026A junior subordinated notes due 2057 (the Series 2026A notes) and $1,100,000,000 aggregate principal amount of Series 2026B junior subordinated notes due 2057 (the...

Sunoco LP (SUN) Stock Drops Despite Market Gains: Important Facts to Note

In the most recent trading session, Sunoco LP (SUN) closed at $67.56, indicating a -1.05% shift from the previous trading day.

Energy Transfer LP, Sunoco LP, SunocoCorp LLC and USA Compression Partners, LP Announce Redomiciliation to Texas

Energy Transfer LP (NYSE: ET); Sunoco LP (NYSE: SUN); SunocoCorp LLC (NYSE: SUNC); and USA Compression Partners, LP (NYSE: USAC) today jointly announced that each will change its state of formation from the State of Delaware to the State of Texas. This press release features multimedia. View the...

Sunoco LP and SunocoCorp LLC Announce Second Quarter 2026 Earnings Release and Call Timing

Sunoco LP (NYSE: SUN) and SunocoCorp LLC (NYSE: SUNC) announced that they will release their second quarter 2026 financial and operating results before the market opens on Tuesday, August 4, 2026. Management will hold a conference call that same day at 9:00 a.m. Central Time (10:00 a.m. Eastern...

$SUN Q1 '26 Earnings Results & Recap

• Reported GAAP EPS of $2.86 up 134.43% YoY
• Reported revenue of $10.69B up 106.41% YoY

Sunoco LP engages in the management and distribution of fuel products. It operates through the following segments: Fuel Distribution, Pipeline Systems, and Terminals. The Fuel Distribution segment includes one terminal, the Partnership’s retail operations in Hawaii and New Jersey, credit card services and franchise royalties. The Pipeline Systems segment focuses on the integrated pipeline and terminal network comprised of approximately 6,000 miles of refined product pipeline. The Terminals segment operates four transmix processing facilities and 56 refined product terminals. The company was founded in 1886 and is headquartered in Dallas, TX.

Sunoco LP - Unit

Sunoco To Acquire Canadian Fuel Distributor Parkland For $9.1B

Equity

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
Q2 '26	$2.50	--	--	N/A
Q1 '26	$1.72	$2.85	65.62%	BEAT
Q4 '25	$1.51	-$0.24	-115.77%	MISSED
Q3 '25	$1.35	$0.64	-52.46%	MISSED
Q2 '25	$1.26	$0.43	-65.61%	MISSED

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