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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

Nvidia's blowout Q2 earnings, with revenue up 106% and stronger-than-expected FY28 growth guidance, alongside AWS's announcement of 2 million additional GPUs, has sparked a wave of bullish retail chatter and lifted the broader AI complex. Traders are debating whether the post-earnings surge can hold, with many seeing the beat as validation of sustained AI demand despite supply-chain constraints and lingering skepticism from bears like Michael Burry.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is plunging after a Reuters report indicated Trian Fund Management is pausing its take-private bid, reversing prior buyout speculation and sparking intense retail debate between those buying the dip on squeeze theories and those warning of further downside.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as traders react to Nvidia's blowout earnings and the company's own upcoming report, with bulls pointing to the neocloud demand commentary while frustrated by the stock's drop and persistent short pressure.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

NOK is trending as traders react to JPMorgan's bullish outlook, speculation of a US government stake, and its AI/cloud momentum, with the China exit seen as a positive catalyst. The community is split between those expecting a sustained breakout and skeptics pointing to the large share count and short-term volatility.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce's blowout earnings and raised guidance are crushing the 'AI kills software' narrative, with retail sentiment flipping to bullish as traders call the report a narrative shift. The expanded Anthropic partnership and accelerating AI/Data ARR are fueling expectations that this sparks a broader rotation back into beaten-down enterprise software names like NOW and SNOW.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is surging after posting a Q2 beat and raising its full-year outlook, driven by accelerating demand for AI-driven cybersecurity. Traders are buzzing about the earnings reaction, with many comparing it favorably to other software names while others debate whether the premium valuation is justified.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is riding a wave of AI/photonics sector momentum, with traders leaning on NVIDIA's strong earnings and recent sector rallies while positioning for the company's own September announcements and potential licensing deals. The community is focused on rising institutional ownership and the $60M backlog as validation, though many acknowledge the stock's frustrating pattern of giving back gains despite bullish catalysts.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is surging after blowing past Q2 estimates and raising its full-year forecast, fueled by the AI security narrative around securing non-human identities and agents. The community is buzzing over the strong results and raised guidance, with traders comparing its move to peers like CrowdStrike and debating whether the AI-driven identity security tailwind justifies the post-earnings pop.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is trending as shares hit a new 52-week high, fueled by optimism around AI-driven PC demand and a positive reaction to recent earnings despite concerns over memory chip costs and PC unit declines. Traders are debating whether the rally is justified given the company's high dividend yield and cheap valuation versus short-term headwinds.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

All eyes are on Marvell's upcoming earnings report, with traders expecting a beat-and-raise performance fueled by AI networking strength and the recent Google TPU custom silicon deal. The stock has momentum after Nvidia's strong quarter, and a flurry of analyst price target hikes has intensified bullish sentiment into the print.

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SiriusPoint Ltd. engages in the provision of insurance and reinsurance services. It operates through the Reinsurance, and Insurance and Services segments. The Reinsurance segment covers aviation and space, casualty, contingency, credit and bond, marine and energy, mortgage, and property. The Insurance and Services segment involves accident and health, environmental, worker's compensation, and others. The company was founded in 1945 and is headquartered in Pembroke, Bermuda.

Third Point Reinsurance Ltd

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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