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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging as investors react to a stellar quarterly report featuring rapid revenue growth and a significant long-term infrastructure partnership with Meta. The community is heavily focused on the stock's parabolic move and a public conflict with short sellers, as bulls celebrate what they view as a massive short squeeze against high-profile bearish positions.

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 brace for second-quarter earnings, with high short interest fueling intense speculation about a potential short squeeze. The community is actively debating the stock's parabolic upside potential against the risk of volatility, closely monitoring technical breakout levels and analyst sentiment as they head into the upcoming results.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant volatility following a second-quarter earnings miss where revenue fell short of estimates, leading to intense community debate over its valuation and growth trajectory. While some investors view the current price drop as a buying opportunity given the company's expanding AI infrastructure partnerships, others are concerned about insider selling, share lockup expirations, and a disconnect between revenue figures and market capitalization.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending as investors digest a strong earnings report and raised guidance that highlights its growing role in AI networking infrastructure. While some in the community express frustration over post-earnings price volatility, others are focused on institutional upgrades and the company's long-term potential as a critical player in the data center buildout.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging after reporting an earnings beat and providing aggressive fiscal guidance driven by record bookings and an expanding backlog in AI chip testing. While the community is actively debating the stock's valuation and the potential for a dilutive share offering, momentum traders continue to focus on the company's strong positioning within the AI infrastructure and semiconductor testing supply chain.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is seeing significant volatility as investors debate the impact of ongoing share dilution and the company's recent strategic sales of Bitcoin to bolster its cash reserves. While bullish community members point to potential regulatory catalysts like the Clarity Act and the prospect of institutional adoption as reasons to accumulate, bears remain focused on the company's leveraged structure and the risks associated with its reliance on external financing to fund dividend obligations.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is facing intense community debate regarding its price consolidation and the impact of legislative uncertainty as traders weigh market structure developments against broader sector sentiment. Investors remain divided, with many actively discussing the potential for a breakout if key resistance levels are cleared while others focus on long-term institutional accumulation patterns.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is seeing a surge in investor interest and bullish momentum, driven by a weakening U.S. dollar, easing Treasury yields, and signs of a cooling labor market that have dampened Federal Reserve rate-hike expectations. Community sentiment is increasingly optimistic, with active discussion focusing on gold's technical breakout above key moving averages, heavy call option buying, and the asset's historical role as a hedge against fiscal debt concerns and macroeconomic instability.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is seeing intense community debate as investors weigh the potential of the Onyx Goliath infrastructure against ongoing price stagnation and concerns over market manipulation. Many holders are actively advocating for a long-term 'buy and stake' strategy to survive current volatility, while skeptics warn of a pattern of brief, hype-driven spikes followed by deeper retracements.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing significant downward pressure as investors react to a recent analyst downgrade and ongoing concerns regarding a major sales headwind in China. The community is sharply divided, with some investors viewing the stock as a deeply undervalued long-term opportunity, while others express frustration over stagnant performance and the company's struggle to regain brand momentum against emerging competitors.

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4 Biotech Stocks With Major Second-Half Pipeline Catalysts This Year

Vertex Pharmaceuticals, Amylyx Pharmaceuticals, Praxis Precision Medicines and BridgeBio Pharma face major 2026 catalysts, from FDA decisions to late-stage readouts.

SION Stock On Track For Worst Day Ever After 90% Drop — What’s Driving The Selloff?

Equity

Sionna said on Monday that its mid-stage trial of SION-719 in 15 adults with cystic fibrosis already taking Vertex’s Trikafta failed to meet its main goal.


Could 1 Tiny Biotech Topple Vertex Pharmaceuticals' Cystic Fibrosis Empire?

Key PointsVertex Pharmaceuticals could face competition in its most important market by far...

IONQ Q2 Earnings Miss Estimates, Revenues Beat, Stock Rises

IONQ posts a wider-than-expected Q2 loss but tops revenue estimates, raises its 2026 revenue outlook and sees shares rise after the results.

Why Vertex Pharmaceuticals Stock Ticked Higher on Tuesday

Key PointsIts sales rose at a double-digit rate; net profit growth was more modest...

VRTX's Q2 Earnings Lag Estimates, Revenues Top, 2026 Sales View Raised

Vertex's Q2 earnings miss estimates, but revenues beat. It lifts its 2026 sales outlook, and sees growing contributions from newer products.

CRISPR Therapeutics' Q2 Earnings & Revenues Surpass Estimates

CRSP reports a narrower-than-expected Q2 loss. Revenues beat estimates as Casgevy sales surge across global markets and clinical programs advance.

VRTX Q2 Earnings Call Highlights Launch Momentum & Higher Outlook

Vertex raises its 2026 revenue outlook as CF growth, newer products and a near-term renal launch strengthen its diversification push.

CRSP Stock Climbs After-Hours As CRISPR Maps Busy Second-Half Pipeline After Upbeat Q2 

CEO Samarth Kulkarni said the second quarter showed strong progress and that the company enters the second half “well positioned, with a number of important milestones ahead across our pipeline.”


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

Although the revenue and EPS for Vertex (VRTX) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

$VRTX Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $4.34 up 7.96% YoY
• Reported revenue of $3.33B up 12.45% YoY
• Vertex Pharmaceuticals raised its full year 2026 total revenue guidance to $13.1 billion to $13.2 billion, while reiterating guidance for combined GAAP and non-GAAP R&D, AIPR&D, and SG&A expenses.

Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.

Vertex Pharmaceuticals, Inc.

Neutral 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	$4.80	--	--	N/A
Q2 '26	$4.74	$4.73	-0.23%	MISSED
Q1 '26	$4.24	$4.47	5.35%	BEAT
Q4 '25	$5.11	$5.03	-1.58%	MISSED
Q3 '25	$4.58	$4.80	4.91%	BEAT

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