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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 after the company delivered a significant earnings beat and provided robust fiscal year guidance that surpassed market expectations, driving intense debate among investors regarding its current valuation. While the community is split between bullish sentiment fueled by record order backlogs and skeptical concerns regarding management's communication style and historical controversies, many are actively monitoring for a potential short squeeze.

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 experiencing a major surge following a significant earnings beat that showcased triple-digit revenue growth and a record backlog, fueling intense community debate over its aggressive AI infrastructure spending. Investors are actively split between those betting on long-term growth and others cautioning that heavy debt and cash burn remain major risks.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

Investors in United States Antimony (UAMY) are reacting to a significant decline in revenue guidance for the year, largely attributed to volatile antimony market prices and shifting delivery timelines. Despite the bearish sentiment and active short-selling pressure, some market participants remain optimistic, viewing current levels as a long-term accumulation opportunity supported by the company's status as a domestic critical minerals supplier and potential future government contracts.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as the community awaits the pivotal 80th event in the REGAL Phase 3 trial, a long-anticipated catalyst that will trigger final survival analysis and potential buyout discussions. Shareholders are actively tracking the depletion of warrants and institutional accumulation while debating the implications of a rare quiet period, which many view as a tactical setup for an imminent major clinical update.

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 seeing heightened community discussion as investors weigh the stock's recent price volatility against its strategic role in government contracts and the broader space sector. While retail traders are closely watching upcoming earnings and potential partnerships, sentiment remains divided between those betting on long-term growth and others concerned by the stock's recent performance compared to sector peers.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors digest a strong earnings report featuring a significant revenue beat and bullish guidance, despite the stock experiencing muted price action and volatility. The community is actively debating the impact of the current market environment on AI-linked optics stocks, weighing the company's solid fundamentals and long-term data center demand against concerns over valuation, short-term manipulation, and broader sector-wide headwinds.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is experiencing heightened volatility and strong community interest following solid earnings results, with investors actively discussing potential capacity constraints as a key catalyst for long-term growth. The community remains largely bullish, focusing on the company's manufacturing expansion and its strategic positioning within the defense, space, and AI infrastructure sectors, often comparing its potential to past high-growth trajectories.

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 Group is trending following a double beat on quarterly earnings and revenue that exceeded analyst estimates, fueled by strong guest traffic and consistent same-restaurant sales growth. While the community is actively debating the stock's high valuation relative to its peers, many investors are focused on the brand's rapid unit expansion and its potential to become a dominant national fast-casual leader.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is trending as investors react to legislative efforts attempting to block FCC spectrum reconfigurations, sparking intense debate over the company's regulatory path. The community remains focused on the potential for imminent FCC approval and the high strategic value of the company's spectrum assets.

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 rally ahead of upcoming quarterly results, fueled by a multi-million-dollar Israeli Ministry of Defense contract and a high short interest position that has sparked active discussion of a potential squeeze. The community is focused on the company's expanding defense and autonomous drone footprint, with many pointing to the stocks technical breakout potential and institutional partnerships as catalysts for a move toward double-digit pricing.

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Zacks Industry Outlook Highlights Mitsubishi UFJ Financial, UBS and KB Financial

MUFG, UBS and KB Financial stand out as foreign bank picks as restructuring, rates and diversification shape industry prospects.

China's Unitree Robotics IPO 5,526 Times Oversubscribed By Retail Investors

China's Unitree Robotics IPO 5,526 Times Oversubscribed By Retail Investors

 Unitree Robotics' initial public offering was heavily oversubscribed?(5,526 times) by retail investors as China's first publicly traded humanoid robotics company prepares to enter the public markets. The IPO...

Race To Reopen Hormuz Intensifies As Global Supply Chain Stress Remains At COVID Levels

Race To Reopen Hormuz Intensifies As Global Supply Chain Stress Remains At COVID Levels

 The latest Bloomberg data show that shipping transits through the Strait of Hormuz remained largely disrupted Monday morning, even as Iran and Oman reportedly moved closer to a deal.

Brent crude...

3 Stocks to Invest in From the Flourishing Foreign Banks Industry

The Zacks Foreign Bank stocks like MUFG, UBS and KB are expected to gain from restructuring efforts and higher-for-longer rates.

The Zacks Analyst Blog Highlights Apple, United Microelectronics, NTT and UBS

Apple's record Q3 FY2026 results spotlight strong iPhone and Mac growth, while supply constraints and AI costs cloud the outlook.

Reality Bites: Socialist NYC Mayor Mamdani Turns To Capitalist Bankers For Help

Reality Bites: Socialist NYC Mayor Mamdani Turns To Capitalist Bankers For Help

 After socialist New York Mayor Zohran Mamdani went after Citadel's Ken Griffin, created a property database of wealthy homeowners that makes the list easily accessible to "Luigi-worshipping leftist thugs...

Global Food Prices Hit Three-Year High As War, Chokepoint Chaos And El Nino Spark Perfect Storm

Global Food Prices Hit Three-Year High As War, Chokepoint Chaos And El Nino Spark Perfect Storm

 The UN Food and Agriculture Organization's Food Price Index climbed to a three-year high in July, extending its upward trajectory as conflicts across Eurasia (the Black Sea and the Hormuz...

End Of Cheap Food? Five Forces Set To Drive Grocery Bills Even Higher

End Of Cheap Food? Five Forces Set To Drive Grocery Bills Even Higher

 UBS analysts identified five long-term forces likely to keep global food inflation "structurally higher" above its pre-pandemic average of about 2.5%, crushing consumer hopes that price pressures will simply...

Itau Unibanco Q2 Earnings & Revenues Rise Y/Y Despite Higher Expenses

ITUB's Q2 results benefit from higher operating revenues and managerial financial margin. However, higher expenses and credit costs remain headwinds.

SpaceX Slides Despite Big Revenue Beat, Tame CapEx

SpaceX Slides Despite Big Revenue Beat, Tame CapEx

 Ahead of the SpaceX earnings today - its first as a public company - we said?that investor focus is increasingly shifting beyond the quarter itself, and while revenue and EBITDA performance will matter, the August 6 lockup expiration...

UBS Group AG is a holding company, which engages in the provision of financial management solutions. It operates through the following segments: Global Wealth Management, Personal and Corporate Banking, Asset Management, Investment Bank, Non-Core and Legacy, and Group Items. The Global Wealth Management segment involves the provision of advice and solutions and offers investment management, estate planning and corporate finance, banking products and services. The Personal and Corporate segment focuses on offering retirement, financing, investments and strategic transactions through its branch network and digital channels. The Asset Management segment consists of capabilities and styles, and advisory support. The Investment Bank segment includes research, advisory services, facilitating clients raising debt and equity from the public, private, and capital markets, cash and derivatives trading. The Non-Core and Legacy segment refers to assets and liabilities prior to the acquisition. The Group Items segment consists of Technology, Corporate Services, Human Resources, Finance, Legal, Risk Control, Compliance, Regulatory and Governance, Communications and Branding, Group Sustainability and Impact, Chief Strategy Office, and Group Treasury. The company was founded on June 29, 1998 and is headquartered in Zurich, Switzerland.

UBS Group AG - Registered Shares

Bloom Energy’s Biggest Selloff In Months Has Created A Wall Street Divide – Analyst Says Market May Be Overreacting 

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Bearish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.92	--	--	N/A
Q2 '26	$0.88	$0.87	-1.32%	MISSED
Q1 '26	$0.80	$0.94	17.60%	BEAT
Q4 '25	$0.54	$0.69	28.56%	BEAT
Q3 '25	$0.47	$0.76	60.04%	BEAT

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