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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 as investors react to a powerful earnings report, where the company smashed profit expectations and issued fiscal 2027 revenue guidance that significantly outperformed market estimates. While the community is actively debating the company's long-term valuation and management's credibility, many are highlighting the cancellation of planned stock dilution and record backlog as major catalysts for a potential short squeeze.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as retail investors rally behind the stock ahead of earnings, fueled by a newly announced multi-million-dollar defense tender with the Israeli Ministry of Defense. The community is actively discussing a high short interest, viewing the stock as a prime candidate for a potential short squeeze while emphasizing its growing partnerships and role in the autonomous drone sector.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors monitor upcoming company presentations and anticipate potential developments in their QNX automotive software and Alloy Kore platform. The community is actively discussing the stock's long-term potential in the physical AI and robotics sectors, while debating the impact of ongoing institutional accumulation versus persistent short-selling activity.

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 is trending following a double-beat earnings report that highlighted significant revenue growth and increased guest traffic, fueling community optimism about its position as a category-defining brand. While some investors remain cautious about the stock's premium valuation compared to traditional restaurant chains, the bulls are actively discussing the company's aggressive expansion strategy and its ability to outpace peers in a challenging consumer environment.

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 trending as investors react to strong second-quarter revenue growth and a double beat against analyst estimates, alongside news of expanded defense partnerships. While some community members remain focused on long-term sector growth and potential acquisition interest, others are actively debating the stock's valuation relative to other space peers and waiting for increased trading volume to sustain upward momentum.

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 trending after reporting a robust earnings beat, marked by massive backlog growth and rising revenue that has fueled a strong rally and short-squeeze optimism. The community is sharply divided, with bulls celebrating the infrastructure demand and raised guidance while bears remain focused on the company's heavy debt load, persistent cash burn, and concerns over long-term profitability.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors weigh an aggressive short-squeeze setupdriven by high short interest and a small floatagainst the companys recent financing and upcoming earnings catalyst. Community members are debating the company's ability to execute on its massive AI infrastructure pipeline in Asia, with strong sentiment split between those calling it an undervalued growth play and those citing skepticism over dilution and management's past performance.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is surging as investors and institutions pile into its Indium Phosphide (InP) substrate business, which is seen as a critical physical bottleneck for the AI data center optical buildout. The community is actively debating the stock's long-term growth potential and capacity expansion plans versus risks related to geopolitical tensions and short-term price volatility.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility as investors react to a marginal revenue miss and concerns regarding the timing of its AI model improvements. The community remains deeply divided, with many traders viewing the double-digit pullback as an irrational overreaction to a company with strong profit margins and cash flow, while others are cautioning against the stock's technical breakdown and potential for further downside.

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 currently the focal point of intense community speculation and volatility as traders position themselves for the upcoming earnings report. The stock has become a primary battlefield between retail bulls betting on a short squeeze and institutional investors, with sentiment heavily influenced by broader sector tailwinds in AI infrastructure and the ongoing confrontation regarding short-seller positions.

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Purple Innovation (PRPL) Reports Q2 Loss, Misses Revenue Estimates

Purple Innovation (PRPL) delivered earnings and revenue surprises of +24.00% and -4.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Countdown to BBB Foods (TBBB) Q2 Earnings: Wall Street Forecasts for Key Metrics

Beyond analysts' top-and-bottom-line estimates for BBB Foods (TBBB), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

ARKO Corp. (ARKO) Q2 Earnings Lag Estimates

ARKO (ARKO) delivered earnings and revenue surprises of -73.33% and +18.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

KVUE Q2 Earnings Miss Estimates as Margins Narrows, Sales Rise

Kenvue posts higher Q2 sales and earnings, but both miss estimates as inflation, tariffs and foreign exchange pressure margins.

Earnings Preview: BBB Foods (TBBB) Q2 Earnings Expected to Decline

BBB Foods (TBBB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Clorox Q4 Earnings & Sales Top Estimates as GOJO Supports Sales

Clorox beats Q4 sales and earnings estimates as GOJO boosts sales, but lower volume and rising costs pressure margins and profits.

This Palantir Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday

Analysts upgraded Replimune, Madrigal, BBB Foods, Palantir, and Fomento Economico. See other opinions and price targets for these stocks.read more...

Newell Brands Q2 Earnings Beat on Sales Growth and Tariff Recoveries

NWL beats Q2 estimates with sales growth, margin expansion and tariff recoveries fueling stronger earnings and a higher 2026 outlook. 


Colgate-Palmolive (CL) Q2 Earnings and Revenues Top Estimates

Colgate-Palmolive (CL) delivered earnings and revenue surprises of +4.21% and +0.20%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

TBBB Invites You to Join Its Second Quarter 2026 Earnings Conference Call

BBB Foods Inc. (NYSE: TBBB) (Tiendas 3B or the Company) will report its second quarter 2026 earnings on August 12, 2026, after market close. You are invited to join our quarterly conference call, which will be webcast on August 13, 2026, at 12:00 p.m. ET. Anthony Hatoum, Chairman and CEO, and...

$TBBB Q1 '26 Earnings Results & Recap

• Reported GAAP EPS of -$4.76 down -526.32% YoY
• Reported revenue of $22.86B up 33.44% YoY

BBB Foods, Inc. engages in the provision of a limited assortment of products that cover the daily grocery needs. It offers the grocery hard discount model where products offered are generally value for money. The company was founded by K. Anthony Hatoum on July 9, 2004 and is headquartered in Mexico City.

BBB Foods Inc - Ordinary Shares - Class A

Mexican Grocery Chain BBB Foods Lands Upgrade, But Retail Interest Remains Weak A Year After NYSE Debut

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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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