SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Traders are closely monitoring the impact of rising 10-year Treasury yields and climbing oil prices, fueled by ongoing geopolitical tensions between the U.S. and Iran. While sentiment is divided between those bracing for a potential market correction and those anticipating further upside, many participants remain focused on upcoming economic data and its implications for Federal Reserve policy.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as investors rally ahead of the upcoming Cybercab launch event, with retail sentiment turning bullish amid reports of expanding robotaxi fleets and Optimus humanoid robot production. While optimism for the autonomy and AI initiatives drives the stock's momentum, some traders remain skeptical, expressing caution regarding the company's valuation and the risk of a "sell the news" reaction following the event.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending following the announcement of a major agreement to supply nearly 400 MW of geothermal power to Google, a development that many traders view as a significant shift toward commercial-scale commitment for the company. While some investors see this as a positive milestone that validates the company's technology and revenue backlog, others remain cautious due to concerns over valuation, future dilution, and the lengthy timeline to profitability.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI shares are trending as investors monitor ongoing discussions surrounding the company's pending acquisition of Personalis, while traders weigh the impact of recent collaborative success in mRNA cancer vaccine trials on the company's valuation. Discussion remains split between bulls emphasizing the long-term potential of the firm's AI-driven precision medicine platform and bears expressing skepticism over current valuation and ongoing insider selling.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amid a volatile market environment characterized by a global bond sell-off and rising yields, which traders warn may put pressure on richly valued tech constituents. Community discussion is focused on the potential impact of escalating U.S.-Iran tensions on energy prices and the broader market's ability to maintain its levels, with many traders expressing skepticism about the sustainability of recent price action.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending amid ongoing debate over its valuation and price volatility, with investors divided between bullish sentiment regarding its multi-year hyperscaler contracts and infrastructure growth, and concerns over debt levels and broader market pressure. While some traders view the current price as a key accumulation zone, others remain skeptical about the lack of recent news and the stock's sensitivity to macro headwinds.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is seeing heightened investor attention as traders debate whether the stock is undervalued ahead of upcoming earnings, with many focusing on the potential impact of new AI chip developments and management's forward guidance. Sentiment remains deeply divided between those viewing the recent price decline as a buying opportunity and others expressing frustration over persistent downward pressure and the company's communication style.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

The community is debating the stock's recent price action following its earnings release, with significant discussion centered on insider share sales, the impact of share repurchase programs, and frustration over the stock's lack of upward movement. While some traders express optimism regarding long-term growth and potential future relisting, others are bearish, citing concerns over management's selling activity and the stock's historical volatility.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is facing intense selling pressure and negative sentiment, with traders debating whether the recent decline is driven by broader market volatility, institutional manipulation, or disappointment following the stock's S&P 500 inclusion. Many users express frustration over the lack of a price rebound, while some maintain a long-term bullish outlook, citing the company's advertising growth and data licensing potential.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

The iShares 20+ Year Treasury Bond ETF is trending as traders debate the effectiveness of the Treasury's bond buyback program in curbing rising long-term yields. While some participants anticipate a short squeeze, others remain skeptical, citing persistent inflation, rising national debt, and geopolitical tensions as sustained pressures on the bond market.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

NVIDIA Corp

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Energy Fuels' ASM Buy Strengthens Rare Earth Push: What's Next?

UUUU is accelerating its shift into critical minerals with acquisitions spanning rare earth processing, metals, alloys and magnets.

Is Energy Fuels (UUUU) a Buy as Wall Street Analysts Look Optimistic?

The average brokerage recommendation (ABR) for Energy Fuels (UUUU) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

CCJ's Uranium Production Down 5% in 1H26: Will 2026 Targets be Met?

Cameco's uranium production falls 5% in H1 2026, while disruptions and maintenance outages shaped output and its outlook.

UUUU vs. LEU: Which Uranium Stock Offers Better Potential?

Centrus Energy appears better positioned than Energy Fuels as nuclear demand grows, backed by its HALEU strategy, backlog and expanding enrichment.

UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle 

Equity

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.


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

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.

MP's Materials Segment 1H26 Revenues Jump 80%: Can This Momentum Last?

MP Materials is gaining momentum as surging NdPr production and sales drive stronger Materials segment revenues and profitability in 1H26.

UUUU Stock On Track To Snap 3-Month Losing Streak: Energy Fuels’ Terbium Oxide Approved For Use By Major Japanese Magnet Maker

Energy Fuels’ terbium oxide, a critical component for advanced permanent magnets, has passed all requirements for use by one of the largest Japanese magnet producers, the company said on Wednesday. 

Will Energy Fuels' Tb Breakthrough Diversify Rare Earth Supply?

UUUU advances its rare earth supply chain as terbium oxide wins commercial magnet approval.

Energy Fuels Inc. reported revenues of $25.11 million for the three months ended June 30, 2026, compared to $4.21 million for the three months ended June 30, 2025.

Energy Fuels Inc. experienced an increased net loss of $33.60 million for the quarter, driven by transaction costs for planned acquisitions and ongoing risks regarding project development in foreign jurisdictions.

Energy Fuels Inc. achieved significant revenue growth driven by uranium sales and is advancing its strategic goal of building an integrated, western-based rare earth mine-to-magnet supply chain platform.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

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	-$0.03	--	--	N/A
Q2 '26	-$0.04	-$0.13	-213.82%	MISSED
Q1 '26	-$0.03	-$0.04	-37.17%	MISSED
Q4 '25	-$0.09	-$0.08	8.57%	BEAT
Q3 '25	-$0.07	-$0.07	-1.11%	MISSED

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