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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 investors anticipate significant earnings results and closely monitor an exceptionally high short interest, which the community believes has created a prime setup for a potential short squeeze. Discussion is fueled by recent contract announcements and strong revenue growth projections, leading to high volatility and intense debate among traders regarding the stock's immediate direction ahead of the report.

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 is trending as investors weigh its role as a key provider of enterprise AI infrastructure against a broader sector-wide rotation and concerns over high valuation premiums. The community remains deeply divided, with many analyzing the company's long-term backlog growth and margin potential, while others are closely monitoring recent price volatility and technical consolidation.

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 surging as investors aggressively buy into the stock following a massive revenue forecast that suggests current valuations are severely disconnected from the company's AI-driven growth trajectory. The community is actively discussing the potential for a significant short squeeze, with many pointing to heavy institutional volume and the company's confirmed ability to scale infrastructure demand as key catalysts driving the bullish sentiment.

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 is experiencing heightened volatility and community debate as investors weigh strong backlog growth and contract wins against concerns regarding potential dilution and broader sector sensitivity to competitors. Traders are actively discussing the stock's recent price recovery, with sentiment split between those anticipating a sustained breakout ahead of upcoming earnings and skeptics bracing for a potential correction.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is seeing intense volatility and bearish sentiment following a quarterly report that missed revenue and earnings expectations, with investors expressing concerns over high valuations, insider share lockups, and narrow customer concentration. Despite this, community debate remains highly polarized as supporters highlight the company's aggressive growth guidance and major new infrastructure partnerships as evidence of long-term upside.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending as investors react to a robust earnings report that beat expectations, highlighting strong demand for AI infrastructure and networking hardware. Community sentiment remains polarized, with many retail investors expressing frustration over perceived market manipulation and volatile price action, while others see a long-term growth opportunity backed by institutional confidence.

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 shares are facing significant downward pressure following analyst downgrades and community concerns regarding the sustainability of its growth trajectory. While some retail investors view the current price as a generational buying opportunity and a value play given the company's strong margins, others are actively debating whether this represents a long-term bottom or further capitulation as technical support levels are tested.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is experiencing intense scrutiny and heightened retail sentiment following reports that the company may pivot from its ambitious multi-billion dollar eBay acquisition bid toward a potential partnership. Community discussion is sharply divided, with many investors expressing deep frustration over the lack of clear leadership and consistent stock price decline, while others remain optimistic that the company's significant cash position and potential future catalysts could trigger a dramatic reversal.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors anticipate its upcoming earnings report, with the community highlighting a strong revenue growth narrative and massive government backing compared to sector peers. Enthusiastic retail sentiment remains high, driven by the belief that the companys current valuation is heavily disconnected from its commercial milestones and institutional accumulation.

Quantinuum Inc. is a quantum computing platform that offers solutions like hardware platforms, developer tools, application libraries and solution-targeted intellectual property (“IP”). The company was founded on January 20, 2026 and is headquartered in Broomfield, CO.

Quantinuum Inc. - Ordinary Shares - Class A

Quantinuum Inc.

Quantinuum is rallying following its successful public earnings debut and a major strategic partnership with Oracle to deploy its quantum technology in the cloud. Community sentiment remains highly bullish, with investors focusing on the companys strong institutional backing, low float, and potential for growth within the quantum sector.

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Ternium (TX) Q2 2026 Earnings Call Transcript

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Ternium Q2 Earnings Call Focuses on Mexico Recovery and Q3 Growth

TX expects Q3 EBITDA to rise as Mexico???s steel recovery, higher shipments and firmer pricing offset rising costs and trade uncertainty.

Compared to Estimates, Ternium (TX) Q2 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Ternium (TX) 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.

Ternium to Report Q2 Earnings: What's in the Cards for the Stock?

TX heads into Q2 earnings with stronger margins, higher steel prices and demand recovery in Mexico likely to aid results amid headwinds from cost inflation.

Materion To Report Q2 Earnings: What's in Store for the Stock?

MTRN heads into Q2 earnings with a record backlog, strong end-market demand and improving margins. Will momentum continue on Aug. 5?

LYB Set to Report Q2 Earnings: Here's What Investors Should Expect 

LyondellBasell heads into Q2 earnings with tighter petrochemical supply, stronger pricing and a Bayport restart expected to support margins and profitability. 

Agnico Eagle's Q2 Earnings Surpass Estimates, Revenues Miss 

AEM beat Q2 earnings estimates as higher gold prices lifted profit, while updated production and spending guidance points to key shifts ahead. 

Centrus Energy to Report Q2 Earnings: What's in Store for the Stock?

LEU's Q2 report could reflect uranium price gains offset by weaker SWU volumes and rising costs, with earnings and revenues expected to decline year over year.

Ashland's Q3 Earnings Miss Estimates, Sales Beat on Volume Growth 

ASH's Q3 sales beat estimates as volume growth lifted all segments, but adjusted earnings missed and the company lowered its fiscal 2026 EPS growth outlook. 

Methanex's Q2 Earnings Miss Estimates Despite Strong Methanol Pricing 

MEOH posted sharply higher Q2 earnings and revenue on stronger methanol prices and acquired assets, but both missed estimates. 

Ternium SA engages in the production of flat steel. It operates through the Steel and Mining segments. The Steel segment includes the sales of steel products. The Mining segment involves in the sales of mining products, mainly iron ore and pellets. The company was founded in September 1961 and is headquartered in Luxembourg.

Ternium S.A. - ADR

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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