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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors react to the company's CEO transition, with John Ternus officially taking the helm from Tim Cook. The community is focused on the leadership change ahead of the September 9 product event, which is expected to feature new iPhone models, including a foldable version, and other hardware updates.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares are surging after the company reported record quarterly revenue and earnings, significantly raising its full-year financial outlook due to explosive global demand for AI-optimized servers. While the company's strong results and record AI backlog have bolstered investor confidence, some traders remain skeptical about potential margin compression and the impact of the broader macro environment.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors weigh potential earnings volatility and AI growth prospects ahead of upcoming financial results, with significant debate over whether the company's valuation remains attractive or if AI demand is beginning to cool. Sentiment is polarized, as some traders view the recent price consolidation as a buying opportunity supported by strong fundamental demand, while others express frustration over stagnant price action and management's past earnings call commentary.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are experiencing high volatility following a quarterly earnings report that featured a strong revenue and earnings beat alongside raised guidance, but investors reacted negatively to a cautious outlook for the third quarter and management commentary regarding expected growth stability. The stock's rapid after-hours fluctuation, which included a sharp rally followed by a significant pullback, has left the community debating whether the current price represents a buying opportunity or an unsustainable valuation.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as retail traders react to geopolitical volatility in the Middle East, specifically military actions involving the U.S. and Iran near the Strait of Hormuz. Discussion is polarized between traders anticipating higher oil prices due to supply risks and those betting on a correction or shorting the asset based on speculative news regarding potential ceasefires and increased supply sources.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

The community is engaged in a volatile and highly polarized debate surrounding the company's valuation, leadership, and the broader impact of its policies, with significant discussion revolving around the ongoing Middle East conflict and its economic consequences.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Uniswap is trending as traders speculate on the impact of governance proposals regarding a fee switch and large-scale token burn, with many highlighting potential long-term deflationary pressure and protocol revenue growth. While bullish sentiment centers on institutional adoption and institutional interest, some traders remain cautious, expressing frustration over recent price volatility and debating the effectiveness of these tokenomics updates.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing heightened volatility and mixed sentiment as investors weigh positive momentum in AI-related semiconductor demand against broader macroeconomic pressures, including rising bond yields and geopolitical tensions. Market attention is heavily focused on sector earnings catalysts, particularly Nvidia and Broadcom, with traders debating whether to maintain long-term bullish positions or exit to capitalize on recent price fluctuations.

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

The SPY is trending lower as market participants react to escalating geopolitical tensions in the Middle East, surging oil prices, and rising U.S. Treasury yields, which are fueling speculation about potential Federal Reserve interest rate hikes. While some traders are bracing for a deeper market correction, sentiment remains divided, with active debates centered on whether recent earnings strength can offset these macroeconomic headwinds.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is surging following the announcement of a large-scale power purchase agreement with Google, which the community views as a major commercial validation of its geothermal technology for powering AI data centers. Traders are debating the long-term potential of the company's contracted backlog versus concerns regarding its pre-revenue status and potential for future dilution.

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Can MDU's Capital Investments Drive Long-Term Earnings Growth?

MDU Resources plans $3.1B in capital investments through 2030 to expand its rate base, meet demand and support 6-8% long-term earnings growth.

Southwest Gas Q2 Earnings Miss Estimates, Revenues Decline Y/Y

SWX misses Q2 earnings and revenue estimates, but lower costs lift operating income as it advances a major Great Basin expansion.

Southwest Gas (SWX) Lags Q2 Earnings and Revenue Estimates

Southwest Gas (SWX) delivered earnings and revenue surprises of -4.26% and -11.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Southwest Gas Holdings Reports Net Income In Q2; Reaffirms 2026 Guidance

(RTTNews) - Southwest Gas Holdings, Inc. (SWX) reported second quarter net income of $42.1 million, compared to a net loss of $40.2 million, in the same period of 2025. Net profit per share was $0.58 compared to a loss of $0.56. From continuing operations, profit per share was $0...

Southwest Gas Holdings, Inc. Reports Second Quarter 2026 Financial Results, Reaffirms Full-Year 2026 Guidance

Southwest Gas Holdings, Inc. Reports Second Quarter 2026 Financial Results, Reaffirms Full-Year 2026 Guidance Southwest Gas Holdings, Inc. Reports Second Quarter 2026 Financial Results, Reaffirms Full-Year 2026 Guidance PR Newswire LAS VEGAS, Aug. 5, 2026 Delivered8.1% Twelve-month-ended Utility...

ONE Gas (OGS) Beats Q2 Earnings Estimates

ONE Gas (OGS) delivered earnings and revenue surprises of +26.15% and -6.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Atmos Energy Gears Up to Report Q3 Earnings: Here's What to Expect

ATO heads into fiscal Q3 with double-digit earnings and revenue growth expected, supported by customer gains, rate actions and infrastructure spending.

Pinnacle West Capital to Post Q2 Earnings: What's in the Cards?

PNW's Q2 sales and revenues are expected to have risen as Arizona customer growth and industrial demand offset higher costs.

Buy 4 Low-Beta Defensive Stocks as Fed Keeps Interest Rate Unchanged

SWX, ATO, COCO and WLY stand out as low-beta defensive picks as the Fed holds rates steady amid market volatility, inflation worries and a tech selloff.

Southwest Gas (SWX) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Southwest Gas (SWX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Southwest Gas Holdings, Inc. reported regulated operations revenues of $358.1 million for the three months ended June 30, 2026, with net income attributable to Southwest Gas Holdings, Inc. of $42.1 million.

Southwest Gas Holdings, Inc. reported decreased net income for the six-month period, driven by higher tax and depreciation expenses, alongside a significant reduction in cash and ongoing regulatory uncertainties.

Southwest Gas Holdings, Inc. improved its regulatory recovery through new surcharges and rate increases while maintaining strong liquidity and advancing strategic growth through the Great Basin 2028 expansion project.

Southwest Gas Holdings, Inc. engages in the energy business. It operates through the following business segments: Natural Gas Operations and Utility Infrastructure Services. The Natural Gas Operations segment focuses on purchasing, distribution, and transportation of natural gas in Arizona, California, and Nevada. The Utility Infrastructure Services segment consists of delivering an array of solutions to North America’s gas and electric providers. The company was founded in March 1931 and is headquartered in Las Vegas, NV.

Southwest Gas Holdings 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	--	$1.43	--	N/A
Q3 '26	$0.18	$3.74	1961.75%	BEAT
Q2 '26	$0.45	$0.58	28.63%	BEAT
Q1 '26	$2.02	$1.91	-5.44%	MISSED
Q4 '25	$1.33	$1.36	1.88%	BEAT

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