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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 shares surged following a fiscal second-quarter earnings report that exceeded analyst expectations across revenue and earnings, driven by record AI server orders and a significant backlog. While traders debated the durability of margins and the impact of market-wide volatility on the stock's price action, the community generally viewed the results as a strong validation of the AI infrastructure supercycle.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares are experiencing intense volatility following fiscal first-quarter earnings that, while beating analyst estimates, disappointed some investors due to margin compression and the pace of future growth. While some traders view the resulting sell-off as a buying opportunity, others are concerned by the stock's recent price action and broader macroeconomic headwinds.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following a new Buy rating and price target initiation by Berenberg, while the community remains divided between optimism over recent insider purchases and US Mobile's upcoming Q4 launch partnership, and concerns regarding production cadence and broader space sector volatility.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing high volatility as investors weigh disappointing revenue results against the company's long-term growth pipeline, particularly its 10-gigawatt sales pipeline and new data center power agreements. While some traders express frustration over consistent quarterly revenue misses and share dilution, others maintain a bullish outlook based on the potential for AI-driven energy demand to validate the company's technology.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is experiencing high trading volatility following a strong fiscal fourth-quarter performance and optimistic fiscal 2027 guidance. Traders are actively debating the company's valuation against its organic growth trajectory and aggressive acquisition strategy, while sentiment remains mixed between long-term bullishness on cybersecurity demand and concerns over its high price-to-earnings multiple.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending as traders analyze the stock's consolidation patterns, valuation, and potential upside driven by AI infrastructure demand, while monitoring its performance relative to peers like DELL and SMCI. Community sentiment is largely focused on the stock's technical levels and its positioning for an expected earnings-driven rally.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is experiencing significant volatility as investors weigh a strong earnings beat and raised guidance against concerns over the company's forward-looking growth trajectory. While many traders view the sharp selloff as a potential buying opportunity, others are expressing skepticism due to the stock's valuation and the lack of immediate acceleration in Atlas growth.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is trending following a strong fiscal second-quarter earnings report that beat analyst estimates for revenue and earnings per share. Investors are reacting positively to the company's raised full-year guidance and record gross bookings, though some traders are debating whether to lock in profits or short the stock following the sharp post-earnings rally.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as part of a sector-wide rally in space stocks, driven by positive momentum following sector-related acquisition news and ongoing retail interest in the stock's long-term potential despite recent volatility. Traders are debating whether the price action marks a sustainable turnaround or a temporary bounce, with many focusing on the company's data backlog and its strategic position in the space economy.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E shares are trending following the failed passage of California wildfire liability legislation, which has sparked investor concerns over unresolved financial exposure and led to analyst downgrades. While some traders view the resulting selloff as an overreaction, others remain cautious due to continued legislative and wildfire-related risks.

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Rare Earths Could Become the Mining Sector's Next Billion-Dollar Opportunity

Rare Earths Could Become the Mining Sector's Next Billion-Dollar Opportunity Rare Earths Could Become the Mining Sector's Next Billion-Dollar Opportunity PR Newswire NEW YORK, Sept. 2, 2026 Market News UpdatesNews CommentaryNEW YORK, Sept. 2, 2026 /PRNewswire/ --Rare earth mining is becoming much...

Brazil’s Role in the Global Rare Earth Race Is Growing

In mineral exploration, discoveries are the exception. Years of mapping, sampling and drilling can pass without one. For a junior explorer, a discovery can be absolutely transformative, and mark a defining inflection point for investors. A second discovery on the same property? Now that&#8217;s a story worth digging into.That is exactly what has happened at Spark Energy Minerals&#8217; (CSE: SPRK) (OTC: SPARF) (FSE: 8PC) expansive flagship property in Brazil&#8217;s prolific Lithium Valley, which spans over 910 square kilometres (350+ square miles).The first discovery was made at Cruzeta, ...

CRML Jumps, USAR And MP Advance As Rare-Earth Stocks Catch Government Tailwinds

Equity

On Monday, the Trump administration finalized a $1.55-billion funding package aimed at building domestic supply chains and reducing reliance on China.


MP's Operating Cash Flow Turns Positive in Q2: More Upside Ahead?

MP Materials turns operating cash flow positive in Q2, but heavy spending on downstream expansion keeps free cash flow under pressure.

A1R water Debuts as Publicly Traded Company to Build Leading CPG Brand in Atmospheric Water

A1R water Debuts as Publicly Traded Company to Build Leading CPG Brand in Atmospheric Water A1R water Debuts as Publicly Traded Company to Build Leading CPG Brand in Atmospheric Water PR Newswire MIAMI, Aug. 14, 2026 A1R water and Inflection Point Acquisition Corp. III announce closing of business...

UUUU's ASM Deal Gets Shareholders' Nod: Rare Earth Strategy on Track?

Energy Fuels is advancing a mine-to-magnet rare earth strategy with its ASM deal, VAC acquisition plans and White Mesa expansion.

Nobody Opens a Mine for These Metals. Governments Are Paying for Them Anyway

Nobody opens a mine to produce gallium, and nobody opens one to produce scandium. Gallium comes out of bauxite refining and, in smaller volumes, zinc processing. Scandium was produced exclusively as a by-product in 2025, mostly from nickel and titanium streams and processed residues, according to the U.S. Geological Survey. Both sit on the USGS list of 60 critical minerals published in November 2025, alongside every rare earth element. By-product supply does not answer to its own price. It answers to whatever the host metal is doing. That structure is why a near-surface system carrying all ...

USAR Q2 Earnings Call Focuses on Scaling Non-China Supply

USA Rare Earth is scaling a non-China rare earth chain, with Serra Verde, Stillwater magnet sales and Round Top milestones driving its next phase.

USAR Stock Tumbles 7% Overnight On Q2 Revenue Miss: Why Are Retail Traders Loading Up On It? 

 Despite USA Rare Earth’s second-quarter revenue miss, strong cash reserves, government funding, and expansion plans stoked optimism. 

• Reported GAAP EPS of -$0.05 up 96.75% YoY
• Reported revenue of $5.82M

USA Rare Earth, Inc. continues to report net losses and negative operating cash flows while facing significant execution risks regarding ongoing acquisitions, facility development, and potential geopolitical supply chain disruptions.

USA Rare Earth, Inc. is advancing its integrated mine-to-magnet strategy through strategic acquisitions, achieving key production milestones, and securing substantial U.S. government funding to support its domestic rare earth operations.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

Bearish Sentiment

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Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	--	-$0.19	--	N/A
Q3 '26	-$0.10	-$0.25	-143.06%	MISSED
Q2 '26	-$0.11	-$0.15	-33.88%	MISSED
Q1 '26	-$0.13	-$0.12	7.69%	BEAT
Q4 '25	-$0.16	-$0.19	-21.36%	MISSED

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