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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after the company delivered a significant earnings beat and provided robust fiscal year guidance that surpassed market expectations, driving intense debate among investors regarding its current valuation. While the community is split between bullish sentiment fueled by record order backlogs and skeptical concerns regarding management's communication style and historical controversies, many are actively monitoring for a potential short squeeze.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing a major surge following a significant earnings beat that showcased triple-digit revenue growth and a record backlog, fueling intense community debate over its aggressive AI infrastructure spending. Investors are actively split between those betting on long-term growth and others cautioning that heavy debt and cash burn remain major risks.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

Investors in United States Antimony (UAMY) are reacting to a significant decline in revenue guidance for the year, largely attributed to volatile antimony market prices and shifting delivery timelines. Despite the bearish sentiment and active short-selling pressure, some market participants remain optimistic, viewing current levels as a long-term accumulation opportunity supported by the company's status as a domestic critical minerals supplier and potential future government contracts.

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 trending as the community awaits the pivotal 80th event in the REGAL Phase 3 trial, a long-anticipated catalyst that will trigger final survival analysis and potential buyout discussions. Shareholders are actively tracking the depletion of warrants and institutional accumulation while debating the implications of a rare quiet period, which many view as a tactical setup for an imminent major clinical update.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors digest a strong earnings report featuring a significant revenue beat and bullish guidance, despite the stock experiencing muted price action and volatility. The community is actively debating the impact of the current market environment on AI-linked optics stocks, weighing the company's solid fundamentals and long-term data center demand against concerns over valuation, short-term manipulation, and broader sector-wide headwinds.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing heightened community discussion as investors weigh the stock's recent price volatility against its strategic role in government contracts and the broader space sector. While retail traders are closely watching upcoming earnings and potential partnerships, sentiment remains divided between those betting on long-term growth and others concerned by the stock's recent performance compared to sector peers.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is experiencing heightened volatility and strong community interest following solid earnings results, with investors actively discussing potential capacity constraints as a key catalyst for long-term growth. The community remains largely bullish, focusing on the company's manufacturing expansion and its strategic positioning within the defense, space, and AI infrastructure sectors, often comparing its potential to past high-growth trajectories.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following a double beat on quarterly earnings and revenue that exceeded analyst estimates, fueled by strong guest traffic and consistent same-restaurant sales growth. While the community is actively debating the stock's high valuation relative to its peers, many investors are focused on the brand's rapid unit expansion and its potential to become a dominant national fast-casual leader.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is trending as investors react to legislative efforts attempting to block FCC spectrum reconfigurations, sparking intense debate over the company's regulatory path. The community remains focused on the potential for imminent FCC approval and the high strategic value of the company's spectrum assets.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is facing heightened community debate as investors weigh potential technical signals against lingering skepticism regarding its long-term utility and price stability. Sentiment remains polarized, with some traders optimistic about future cycle movements while others focus on the impact of macro factors and ongoing market volatility.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Sunoco Announces Participation in Upcoming Investor Conferences

Sunoco LP (NYSE: SUN) (Sunoco or the Partnership) and SunocoCorp LLC (NYSE: SUNC) (SUNC) announced today their participation in upcoming investor conferences. Management will participate in meetings with members of the investment community on August 11th at the 2026 Citi Natural Resources...

Energy Transfer Reports Second Quarter 2026 Results and Updates 2026 Financial Guidance

Energy Transfer LP (NYSE:ET) (Energy Transfer or the Partnership) today reported financial results for the quarter ended June 30, 2026. Energy Transfer reported net income attributable to partners for the three months ended June 30, 2026 of $2.09 billion compared to $1.16 billion for the three...

Sunoco LP and SunocoCorp LLC Report Strong Second Quarter 2026 Financial and Operating Results

Sunoco LP (NYSE: SUN) (SUN or the Partnership) and SunocoCorp LLC (NYSE: SUNC) ("SUNC") today reported financial and operating results for the quarter ended June 30, 2026. Financial and Operational Highlights Attributable to Sunoco LP Net income for the second quarter of 2026 was $283 million...

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...

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...

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...

Energy Transfer Announces Second Quarter 2026 Earnings Release and Earnings Call Timing

Energy Transfer LP (NYSE: ET) today announced that it plans to release earnings for the second quarter of 2026 on Tuesday, August 4, 2026, before the market opens. The company will also conduct a conference call on Tuesday, August 4, 2026 at 8:00 am Central Time/9:00 am Eastern Time to discuss...

Suncast Solar Energy, Inc. engages in the provision of environmental testing services. The company was founded on July 18, 1996 and is headquartered in Denver, CO.

Suncast Solar Energy Inc

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.

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