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Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is currently surging on high conviction from the community following a blowout earnings report that featured a revenue beat, raised guidance, and continued expansion of their AI-powered Athena platform. Investors are actively discussing the stock's recovery after a post-earnings volatility spike caused by erroneous data feeds, with many expressing long-term confidence in the company's streak of consecutive beat-and-raise quarters.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is facing significant volatility as investors weigh the company's massive capital expenditures in AI against the upcoming expiration of an insider lock-up period that will flood the market with nearly a billion shares. The community remains deeply divided, with many debating whether the massive influx of supply and aggressive spending are already priced in or if the stock is headed for a sharp correction toward its IPO price.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing significant volatility following its latest earnings report, where a robust revenue beat and strong data center growth were overshadowed by investor concerns over elevated capital expenditure and competitive narratives. While the community remains deeply divided, with many debating the stock's valuation and long-term AI potential, bullish investors are highlighting consistent execution and positive analyst revisions, while bears continue to point to the stock's high valuation and intense competition within the semiconductor space.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is trending as the community reacts to the appointment of Alisa Bowen, a former Disney+ executive, as the new CEO, fueling discussions about potential Disney-led synergies and a shift toward profitability. Investors are expressing cautious optimism while debating the stock's future, closely watching for signs of sustainable subscriber growth and the successful integration of streaming assets ahead of the upcoming earnings release.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as investors react to a significant earnings beat and raised full-year guidance, fueling community sentiment that the company is undergoing a fundamental re-rating. Market participants are actively discussing the stock's strong upward momentum, low valuation relative to sales growth, and its strategic positioning within the evolving mobile ad-tech and AI ecosystem.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing heightened volatility and intense social media scrutiny as investors debate the long-term impact of emerging prediction markets on its core sportsbook business. While some market participants express frustration over stagnant price action and aggressive competition, others remain focused on upcoming earnings and potential growth catalysts tied to the start of the football season.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending as investors react to a beat in quarterly estimates alongside significant AI infrastructure investments that are currently weighing on gross margins. Community sentiment remains split between optimism for long-term growth driven by agentic commerce tools and concerns over high valuation multiples and recent cash depletion from aggressive share buybacks.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant downward pressure following reports that Waymo is exploring an independent path for its robotaxi operations, fueling investor anxiety over long-term autonomous strategy. Despite these concerns and ongoing market volatility, the community remains divided between those calling the stock dead money and those viewing the current price as a generational buying opportunity for a strong, cash-generating business.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is currently trending as retail investors ramp up buyout speculation following a string of positive earnings and strategic cost-cutting measures, despite lingering frustration over the stock's historical volatility and persistent short interest. While the community remains divided between long-term optimism regarding the potential acquisition of the company and deep skepticism toward management's past execution, active discussions are centered on whether the company will be a buyer or a target in the current biotech M&A landscape.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending as it experiences a surge in interest following a record-breaking earnings report that surpassed expectations, driven by robust demand for its AI networking infrastructure. While some investors are utilizing the volatility to capitalize on profit-taking, the broader community remains highly bullish on the company's long-term position as a critical beneficiary of hyperscaler data center expansion.

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Timken Declares Quarterly Dividend of 36 Cents Per Share

Timken Declares Quarterly Dividend of 36 Cents Per Share Timken Declares Quarterly Dividend of 36 Cents Per Share PR Newswire NORTH CANTON, Ohio, Aug. 5, 2026 NORTH CANTON, Ohio, Aug. 5, 2026 /PRNewswire/ -- The board of directors of The Timken Company (NYSE: TKR;www.timken.com), a leader in...

ROK Q3 Earnings Beat Estimates on Margin Gains, FY26 View Hiked

Rockwell Automation tops Q3 earnings and revenue estimates as margin expansion boosts results, prompting it to raise its fiscal 2026 outlook.

Timken (TKR) Reports Q2 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Timken (TKR) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Timken (TKR) Q2 Earnings and Revenues Surpass Estimates

Timken (TKR) delivered earnings and revenue surprises of +12.27% and +2.59%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Timken Earnings Fall In Q2; Lifts FY26 Outlook

(RTTNews) - The Timken Co. (TKR), a manufacturer of engineered bearings and industrial motion products, on Tuesday reported a decline in net income in the second quarter compared with the previous year...

Timken Reports Second-Quarter 2026 Results

Timken Reports Second-Quarter 2026 Results Timken Reports Second-Quarter 2026 Results PR Newswire NORTH CANTON, Ohio, Aug. 4, 2026 Sales of $1.26 billion, up 7.5 percent from last yearSecond-quarter diluted EPS of $0.41; adjusted EPS of $1.83Net income margin of 2.3 percent; adjusted EBITDA margin...

Timken Announces Key Leadership Appointments

Timken Announces Key Leadership Appointments Timken Announces Key Leadership Appointments PR Newswire NORTH CANTON, Ohio, July 31, 2026 CCO, COO Roles Created to Advance One Timken StructureNORTH CANTON, Ohio, July 31, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR), a leader in advanced motion...

Here's Why Timken (TKR) is a Strong Momentum Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Timken to Announce Second-Quarter 2026 Financial Results on August 4

Timken to Announce Second-Quarter 2026 Financial Results on August 4 Timken to Announce Second-Quarter 2026 Financial Results on August 4 PR Newswire NORTH CANTON, Ohio, July 21, 2026 NORTH CANTON, Ohio, July 21, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in...

MKS (MKSI) Soars 7.5%: Is Further Upside Left in the Stock?

MKS (MKSI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

$TKR Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.42 down -62.83% YoY
• Reported revenue of $1.26B up 7.46% YoY
• The Timken Company is updating its 2026 outlook, with full-year earnings per diluted share now forecasted in the range of $3.75 to $4.05 and adjusted earnings per diluted share of $6.05-$6.35.

Stocktwits

Timken Co.

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.42 down -62.83% YoY
• Reported revenue of $1.26B up 7.46% YoY
• The Timken Company is updating its 2026 outlook, with full-year earnings per diluted share now forecasted in the range of $3.75 to $4.05 and adjusted earnings per diluted share of $6.05-$6.35.

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The Timken Co. engages in the engineering, manufacturing, and marketing of bearings and industrial motion products, and related services. It also offers drives, belts, chains, lubrication systems, couplings, industrial clutches, and brakes. The company operates through the Engineered Bearings and Industrial Motion segments. The Engineered Bearings segment offers a wide range of product designs serving original equipment manufacturers (OEMs) which include tapered, spherical, and cylindrical roller bearings, plain bearings, metal-polymer bearings and rod end bearings, thrust and specialty ball bearings, and housed or mounted bearings. The Industrial Motion segment refers to a portfolio of engineered products, including industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, couplings, filtration systems and industrial clutches and brakes. The company was founded by Henry Timken in 1899 and is headquartered in North Canton, OH.

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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