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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 surging after reporting a massive spike in order backlog to over $60 billion, alongside a significant margin expansion that doubled prior guidance. Community discussion is dominated by expectations of a short squeeze, with investors debating the company's long-term growth potential versus concerns over historical accounting and governance challenges.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance is currently trending as investors focus on the company's strong commercial momentum and upcoming clinical updates, including potential lung cancer data. The community is actively discussing structural short interest and institutional accumulation, with many long-term holders viewing the stock as an undervalued platform play poised for a re-rating ahead of next month's earnings.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is capturing intense market attention as investors monitor its crucial role in the AI infrastructure buildout, specifically regarding power generation and grid modernization. While the stock has seen volatility following recent analyst commentary and mixed options positioning, community sentiment remains focused on the company's massive order backlog and its position as a long-term beneficiary of surging electricity demand from data centers.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is capturing significant attention as investors debate its long-term potential in data ownership amid volatile price swings and conflicting community sentiment. While some see the recent chart consolidation as a setup for a breakout, others remain skeptical, pointing to the emergence of related ecosystem tokens and a general lack of recent project updates as reasons for caution.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is trending as investors weigh its pivot toward a comprehensive "Physical AI" ecosystem, including humanoid robotics and robotaxi commercialization, against concerns over delivery targets and intense competition in the Chinese EV market. While the community remains polarized by the company's aggressive R&D spending and volatility, bulls are highlighting recent earnings that show margin improvement and a strong technological roadmap as key drivers for potential long-term re-rating.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending as investors aggressively rotate into AI infrastructure, with the community actively debating whether the stock's recent volatility is a short-term momentum unwind or a long-term opportunity driven by its critical role in fiber optic and data center connectivity. Traders are focused on key support levels and price targets, weighing bullish sentiment regarding Corning's optical patents against concerns about overvaluation and broader semiconductor sector exhaustion.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors aggressively buy the dip, fueled by the company's critical role in the photonics and optical interconnect supply chain as AI data centers reach the physical limitations of copper. The community is heavily focused on Coherent's vertical integration and strategic partnerships with industry giants, viewing recent price volatility as a rotation opportunity within the broader, ongoing secular AI infrastructure buildout.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevron is seeing significant investor focus as the energy sector continues to outperform, driven by ongoing geopolitical tensions impacting crude supply and the company's strategic move to power AI data centers via a landmark natural gas deal with Microsoft. While the community remains divided over the impact of potential geopolitical peace agreements on the stock's momentum, bulls are highlighting Chevron's strong free cash flow, consistent dividend history, and the massive scale of its infrastructure investments as key indicators of long-term value.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending due to mounting geopolitical volatility in the Middle East, specifically rising tensions around the Strait of Hormuz and reports of Iranian infrastructure strikes impacting global energy transit. Investors and community members are closely monitoring the potential for supply chain disruptions, leading to intense debate over the sustainability of current energy price levels and the broader inflationary risks.

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 seeing increased social media chatter and volatility following the sudden departure of CEO David Gandler and the appointment of former Disney executive Alisa Bowen to the role. Investors are actively debating whether this leadership shift signals a potential strategic pivot, improved operational efficiency under Disney's influence, or a continued long-term decline for the streaming platform.

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Oh My F**king God, They're Doing It Again

Oh My F**king God, They're Doing It Again

 Submitted by QTR's Fringe Finance

Assholes who wear Vineyard Vines all summer on Wall Street have once again put those Wharton PhD's to good use by again "discovering" that assets so toxic and illiquid they make drinking cement taste like Fiji...

IBN Q1 Earnings Rise Y/Y as NII, Fee Income Improve & Provisions Fall

IBN's Q1 profit rises 16% as higher net interest and fee income, and lower provisions offset rising operating expenses.

"We've Burned Through All Buffers": Oil Traders Warn Market Running On Fumes

"We've Burned Through All Buffers": Oil Traders Warn Market Running On Fumes

 Brent crude futures jumped a little more than 4% to nearly $88 a barrel, putting the crude oil benchmark on track for its biggest weekly gain since April. That move followed an Axios report that said the Trump...

UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain

UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain

 TSMC, or Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, raised its 2026 spending and revenue outlook on Thursday morning, a move UBS analysts said "boosts confidence in the AI...

Indian Companies Increasingly Turn To Chinese LLMs Due To "Unsustainable" US Token Bills

Indian Companies Increasingly Turn To Chinese LLMs Due To "Unsustainable" US Token Bills

 Several weeks ago we laid out the increasingly attractive proposition for global enterprises that are Chinese LLM: 95% of the latest US frontier model capabilities and 10% of the cost. Why pay the...

UBS vs. TD: Which Stock Is the Better Value Option?

Here Is What America's Largest Banks Reported In Their Q2 Earnings Reports

Here Is What America's Largest Banks Reported In Their Q2 Earnings Reports

 In terms of perceived report quality relative to positioning, the ranking appears to be Goldman Sachs first, followed by Bank of America (pending guidance), then Wells Fargo, and finally JPMorgan. The broader...

The Zacks Analyst Blog Highlights SAP, UBS Group, Cadence, Village Super Market and Medalist Diversified

The latest analyst reports spotlight SAP's cloud expansion, UBS' Credit Suisse integration and Cadence's AI-led growth strategy.

Top Research Reports for SAP, UBS & Cadence

SAP reaffirmed 2026 guidance as UBS advances Credit Suisse integration and Cadence boosts AI momentum. See the latest research highlights.

UBS Analyst Says Big Bank Earnings Day Could Be a 'Little Bit of a Mess'

UBS Analyst Says Big Bank Earnings Day Could Be a 'Little Bit of a Mess...

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 

Equity

Bullish 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
Q2 '26	$0.88	--	--	N/A
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
Q2 '25	$0.71	$0.72	1.58%	BEAT

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Upcoming Earnings: Q2 '26

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