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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 hours as investors react to a significant earnings beat and aggressive forward revenue guidance that exceeded analyst expectations. Despite strong fundamentals and a massive backlog, community sentiment remains divided as market participants weigh the company's impressive growth against persistent concerns regarding corporate governance and institutional trust.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is attracting significant attention as investors react to the company's Q2 revenue growth and the expansion of its Livermore production campus to meet rising aerospace and defense demand. The community is actively discussing the stock's potential for a short squeeze given its high short interest and the company's shift toward large-scale, mission-critical manufacturing.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is surging after delivering a strong earnings beat, featuring revenue that doubled year-over-year and an expanding backlog now exceeding $100 billion, signaling robust, ongoing demand for AI infrastructure. The community is heavily focused on the stock's significant short interest and the potential for a massive short squeeze, with active debates centered on whether the companys heavy capital expenditure and debt load will successfully scale into long-term profitability or result in future dilution.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

Quantum Corporation is trending as investors react to a significant earnings-driven breakout, with community sentiment deeply divided between those betting on an AI-fueled storage rally and short sellers anticipating a classic pump-and-dump reversal. Traders are actively debating whether the stock's recent volatility is a genuine fundamental turnaround or another speculative cycle exacerbated by its name, while many monitor for potential equity offerings and sharp price retracements.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently the focus of heavy options activity as investors position themselves ahead of the upcoming Q2 earnings report. The community remains divided between those viewing the stock as a defensive safe haven and those concerned about its recent technical weakness and valuation compared to other retail giants.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is trending as investors debate the impact of potential new polysilicon tariffs and ongoing volatility surrounding the firm's G2 Austin facility expansion. While some in the community see a deep-value opportunity based on long-term data center energy demand, others are actively questioning management's communication, financing timelines, and recent capital expenditure updates.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following positive Phase 3 results for its lead drug candidate, which have fueled significant investor optimism and increased trading volume. The community is actively debating the stock's potential for further growth versus the risks of imminent share dilution as shareholders prepare for upcoming catalysts, including additional Phase 3 trial data expected later this year.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing upcoming earnings and formal guidance as key catalysts for a long-term re-rating.

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 seeing heightened trading volume and social media buzz as investors anticipate a major earnings report, fueled by optimism over recent defense contract wins and the stock's significant short interest. The community is actively debating the potential for a short squeeze, with many users highlighting strategic partnerships and institutional interest as catalysts for a potential move toward double-digit pricing.

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

AXTI is trending due to its pivotal role as a key supplier of Indium Phosphide substrates for the AI data center optical buildout, bolstered by strong institutional interest and long-term capacity agreements. The community is actively debating the stock's future trajectory, with bulls highlighting the potential for significant upside due to supply bottlenecks, while bears express caution regarding geopolitical risks and potential valuation volatility.

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ABNB Stock Eyes A 19-Month High — Wall Street Turns Bullish, Cites Expanding Growth Drivers Including AI-Powered Products

Equity

Citizens said that Airbnb’s strong quarter was supported by accelerating bookings growth, resilient travel demand, and an expanding set of growth drivers.


Should Vanguard Growth Index Fund ETF Shares (VUG) Be on Your Investing Radar?

Alex Karp Believes Palantir’s Latest Quarterly Performance Was ‘Otherworldly’ — Deutsche Bank Turns Bullish, But Jefferies Says 'The Setup Gets Harder'

Deutsche Bank upgraded Palantir to ‘Buy’ from ‘Hold’ while keeping its $200 price target unchanged, implying an upside potential of about 59% from Monday’s closing price.

RDDT Stock Set For Worst Day On Record — Reddit Advances Copyright Suit Against Perplexity In Crusade Against AI Data Scraping

Federal court clears Reddit to advance anti-circumvention claims against Perplexity AI and SerpApi, even as the platform navigates Google search traffic fluctuations following robust Q2 2026 earnings.


RDDT Stock Is In The Limelight Today After Massive Pre-Market Fall — GOOGL Friction Raises AI Licensing Risks, Says Wells Fargo

The selloff in Reddit shares came as investors looked past the earnings beat and focused on slowing U.S. user growth and management's commentary on its relationship with Google.


RBLX Stock Headed For Lowest Level In 21 Months — Wall Street Warns Roblox Platform May Be Entering 'Lifecycle Decline'

Analysts at Benchmark downgraded Roblox to ‘Sell’ from ‘Hold’ with a $33 price target, implying a downside of about 32% from Thursday’s closing price.


Patrick Moorhead Says Meta's Q2 Earnings Miss Was 'Mostly Self-Inflicted' — META Stock Heads For 11th Straight Decline

During an interview with CNBC, Moorhead said that Meta’s Q2 earnings miss was down to the company’s own decisions rather than external market conditions.


VRT Stock Heads For Worst Week In 4 Years After Revenue Miss – But This Analyst Still Sees 68% Upside As CEO Defends AI Demand  

Vertiv CEO reassured about strong AI data center demand despite second-quarter revenue pressure. 

Seagate's Q4 Beat Has Wall Street Talking About A 'New Pricing Regime' — Morningstar Says STX Is Set For A Multi-Year Growth Runway

According to TheFly, several brokerages raised their price targets following Seagate’s Q4 results, with Rosenblatt describing the quarter as a “clean beat-and-raise.”

VRT Stock Headed For Worst Single-Day Fall In Over 15 Months — Vertiv Says ‘Minor Timing Shifts’ Weighed On Q2 Revenue

Vertiv reported earnings per share of $1.52 on revenue of $3.27 billion, compared to Wall Street estimates of an EPS of $1.43 on revenue of $3.38 billion.


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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.

Current Price	$88.59
Prev Close	$89.18
Open	$89.44
Dividend Yield	N/A
50-Day Moving Average	$86.17
Beta	N/A
Avg. Volume	7.72M
PE Ratio	N/A

52-Week High	$90.60
52-Week Low	$69.63
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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