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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. 

Nebiuss Q3 report is driving attention: traders largely call the results a strong beat, but the stock sold off as investors focused on higher planned capital spending, delayed capacity deliveries and a softer near-term outlook. The debate is whether strong AI-cloud demand and longer-term growth guidance outweigh concerns about execution, funding and the cost of expansion.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reports that Nvidias board may consider removing CEO Jensen Huang amid allegations involving personal relationships and a suspected Chinese intelligence link have put leadership and security risks in focus, alongside analyst downgrades. Traders are divided between fearing Huangs departure could disrupt Nvidias AI leadership and arguing the controversy is overblown and the companys business remains strong.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines Q3 results beat expectations, with traders highlighting the record backlog, positive free cash flow and outlook for positive adjusted EBITDA. The reaction is broadly bullish, with some anticipating a short squeeze, while others caution that the earnings-driven rally could fade.

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 Q3 earnings and outlook dominate discussion, with traders looking for evidence that rapid growth and defense orders are translating into revenue and progress toward profitability. Bulls point to heavy short interest as potential fuel for a squeeze, while bears emphasize cash burn, dilution and the gap between announced orders and realized sales.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents strong quarterly results and higher full-year guidance are the main focus, with traders also citing robust demand and backlog. Many view the volatile price action as an overreaction, while others point to weak AI-sector sentiment and caution that growth expectations remain a risk.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results, higher full-year revenue outlook, and larger backlog are driving attention, with bulls citing stronger commercial momentum and quantum-sector milestones. Skeptics question how much reported growth reflects the SkyWater acquisition and point to cash burn, dilution, and volatile trading.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors rally is centered on the FDAs pending decision on deramiocel for Duchenne muscular dystrophy, with traders weighing managements confidence and the prospect of approval against lingering concerns from the earlier advisory committee review. Bullish posts also speculate about short covering, while others stress that the decision remains a high-risk binary event.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is drawing attention after Q3 results missed revenue expectations, despite reported growth in contracted business and project financing. Traders are split between frustration over the shortfall and optimism that the backlog and deployment progress can translate into recurring revenue and profitability.

Paysafe Ltd. provides online payment solutions. The firm operates through the following segments: Merchant Solutions and Digital Wallet. The Merchant Solutions business segment focuses on card not present and card present solutions for small to medium size business merchants. The Digital Wallet business segment provides wallet based online payment solutions through its Skrill, eCash solutions and NETELLER brands. The company was founded in 1996 and is headquartered in London, the United Kingdom.

Paysafe Limited

Paysafes earnings and outlook are driving debate: some traders point to revenue growth and reaffirmed guidance, while many focus on continued losses, debt and weak profitability, blaming those concerns for the stocks steep decline. Bulls also cite refinancing and debt reduction as potential positives, but skepticism about managements ability to deliver remains dominant.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCI confirmed Strategy will be removed from its indexes, prompting concern that index-tracking funds may sell shares and adding pressure amid Bitcoin weakness. Traders debate whether the outflows are already priced in, while bullish voices argue MSTR will ultimately track Bitcoin more than index membership.

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Tactile Systems Technology (TCMD) Just Reclaimed the 200-Day Moving Average

Should investors be excited or worried when a stock crosses above the 200-day simple moving average?

Wall Street Analysts Think Tactile Systems Technology (TCMD) Could Surge 52.02%: Read This Before Placing a Bet

The average of price targets set by Wall Street analysts indicates a potential upside of 52% in Tactile Systems Technology (TCMD). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Tactile Systems Technology (TCMD) Just Overtook the 20-Day Moving Average

Is it a good or bad thing when a stock surpasses resistance at the 20-day simple moving average?

Tactile Systems Tech Q3 2026 Earnings Call Transcript

Tactile Systems Tech (NASDAQ:TCMD) reported third-quarter financial results on Monday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzingaread more...

Tactile Systems Technology (TCMD) Q3 Earnings Surpass Estimates

Tactile Systems Technology (TCMD) delivered earnings and revenue surprises of +3.33% and -1.05%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Intuitive Surgical, Inc. (ISRG) Q3 Earnings and Revenues Top Estimates

Intuitive Surgical (ISRG) delivered earnings and revenue surprises of +14.94% and +5.84%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Tactile Systems Technology (TCMD) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

Tactile Systems Technology (TCMD) Beats Q2 Earnings and Revenue Estimates

Tactile Systems Technology (TCMD) delivered earnings and revenue surprises of +142.86% and +0.19%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Treace Medical Concepts (TMCI) Reports Q2 Loss, Tops Revenue Estimates

Treace Medical Concepts (TMCI) delivered earnings and revenue surprises of +20.00% and +3.42%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Inogen (INGN) Reports Q2 Loss, Tops Revenue Estimates

Inogen (INGN) delivered earnings and revenue surprises of +17.65% and +0.30%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Tactile Systems Technology, Inc. engages in developing and providing medical devices for the treatment of underserved chronic diseases. It provides lymphedema solutions and offers Flexitouch Plus and Entre Plus systems products. The company was founded on January 30, 1995 and is headquartered in Minneapolis, MN.

Tactile Systems Technology 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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