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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is seeing significant upward momentum as investors cheer a blowout earnings report that demonstrated strong Azure growth and confirmed the profitability of the company's AI infrastructure investments. The community is actively debating the sustainability of this rapid move, with many bullish traders celebrating the breakout while others caution that the sharp rally may be ripe for near-term profit-taking.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is facing intense scrutiny ahead of its earnings as investors weigh whether AWS growth and emerging AI-driven shopping tools can justify the company's massive capital expenditure. The community is actively debating the sustainability of high AI spending, with many traders closely monitoring whether Amazon will provide a similar reassurance on cloud demand as Microsoft or if it will trigger a sell-off similar to recent tech peers.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors react to the arrival of massive natural gas turbines for its Project Matador energy campus, a key milestone that community members view as evidence of progress toward securing anchor tenants. While traders are actively debating the company's long-term potential and the significance of recent leadership incentives, the stock remains a focal point for those betting on the growing intersection of AI infrastructure and energy demand.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the United Arab Emirates' marketing authorization for ANKTIVA across the full spectrum of BCG-unresponsive bladder cancer and metastatic non-small cell lung cancer, marking a major milestone in its global expansion strategy. Investors and the community are actively debating the significance of this 34-country footprint, analyzing how it applies pressure on US regulatory processes, and speculating on upcoming earnings and potential global partnership announcements.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is facing significant downward pressure following its recent earnings report, as investors express disappointment over full-year guidance that failed to meet elevated expectations. The community remains deeply divided, with bears pointing to concerns over accounting practices and subprime loan exposure, while some traders discuss volatility and the potential for short-term price swings around the company's evolving unit growth metrics.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc is trending due to a sharp stock price decline following a softer-than-expected revenue outlook for the upcoming quarters. The community is actively debating the company's long-term viability, with some investors expressing frustration over management's communication and strategy while others view the pullback as a buying opportunity given Teladoc's established infrastructure and integrated care model.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending as investors weigh significant long-term supply contracts and record backlogs against concerns over high valuation and China-related export permit risks. Market participants are actively discussing the company's critical role in the photonics supply chain for AI data centers while debating whether recent volatility represents a healthy consolidation or a deeper structural correction.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is currently a focal point for investors as the company faces a mix of intense regulatory scrutiny regarding child safety and ongoing market debates over its long-term growth and profitability. The community remains deeply divided, with some traders actively betting on a stock reversal driven by the platform's massive user engagement, while others highlight significant concerns regarding dilution and the potential for a deeper downtrend.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is at the center of intense debate as traders weigh its recent run to record highs against concerns over valuation, slowing iPhone demand, and potential margin pressure. While some investors see it as a defensive safe haven, the community is heavily focused on whether the company can justify its premium pricing or if it is vulnerable to a post-earnings reversal as traders hedge with aggressive put and call positioning.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is trending due to heightened speculation surrounding its upcoming FDA Advisory Committee meeting and a PDUFA date for its melanoma treatment, RP1. Investors are actively debating the potential for a third complete response letter versus approval, focusing on discrepancies in clinical data, concerns over trial design, and ongoing political pressure surrounding the regulatory review process.

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UPS Vs. FedEx: Why One Dividend Claimed 99% Of Free Cash Flow

The yield gap starts with a cash claim. Last year, UPS's dividend consumed nearly all of its adjusted free cash flow.

United Parcel Service (NYSE:UPS) has finished shrinking its Amazon business. Now it has to showread more...

UPS Makes Shipping Easier than Ever with New Digital Tools for SMB Customers

UPS is putting more power directly into the hands of SMB customers with a series of shipping enhancements, including new pickup management tools, faster label creation and expanded mobile capabilities. These updates give customers better visibility and control over their shipping. Specifically, the...

UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook

UPS raises its 2026 outlook after completing its Amazon volume reset, as pricing and premium growth support second-half margin expansion.

UPS Stock Under Pressure As Wall Street Weighs Amazon Shipping Cuts — But Retail Bulls Remain Unfazed

Equity

Analysts raised price targets, but concerns over lower margins, and weak package volumes kept investors cautious about the company's outlook.

UPS Q2 Earnings Beat as Pricing and Segment Growth Accelerate

United Parcel Service beats Q2 earnings estimates as pricing, segment growth and network efficiencies lift revenues, margins and full-year guidance.

Q2 Earnings Season Gathers Steam

Mostly Quiet Ahead of Fed Decision

Interest rates have not moved since December's quarter-point cut to a range of +3.50-3.75%.

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

The headline numbers for UPS (UPS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

United Parcel Service (UPS) Beats Q2 Earnings and Revenue Estimates

UPS (UPS) delivered earnings and revenue surprises of +6.67% and +4.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

United Parcel Service Inc. Q2 Income Drops

(RTTNews) - United Parcel Service Inc. (UPS) released a profit for second quarter that Drops, from the same period last year...

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

• Reported GAAP EPS of $0.71 down -52.98% YoY
• Reported revenue of $22.83B up 7.60% YoY
• United Parcel Service, Inc. is raising its full-year 2026 guidance for consolidated revenue to approximately $91.2 billion, consolidated non-GAAP adjusted operating profit to approximately $8.65 billion, and non-GAAP adjusted diluted EPS to approximately $7.22.

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United Parcel Service, Inc.

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.71 down -52.98% YoY
• Reported revenue of $22.83B up 7.60% YoY
• United Parcel Service, Inc. is raising its full-year 2026 guidance for consolidated revenue to approximately $91.2 billion, consolidated non-GAAP adjusted operating profit to approximately $8.65 billion, and non-GAAP adjusted diluted EPS to approximately $7.22.

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Stocktwits Earnings

$UPS Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.71 down -52.98% YoY
• Reported revenue of $22.83B up 7.60% YoY
• United Parcel Service, Inc. is raising its full-year 2026 guidance for consolidated revenue to approximately $91.2 billion, consolidated non-GAAP adjusted operating profit to approximately $8.65 billion, and non-GAAP adjusted diluted EPS to approximately $7.22.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

Extremely Bullish Sentiment

Track UPS stock price, charts, news and real-time market activity on Stocktwits. Join the UPS message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around United Parcel Service stock.

UPS Stock Price Today - United Parcel Service News, Charts, Retail 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? 
 
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