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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is seeing significant momentum as investors digest a second-quarter delivery beat and an upward revision to full-year guidance, fueling optimism around the R2 launch. The community is actively debating the stock's potential for a short squeeze given the high short interest, while discussions focus on whether the company can maintain production scaling and operational efficiency.

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 digest the significant acquisition of DZYNE Technologies for nearly $876 million, a move aimed at consolidating its position in the autonomous defense and drone technology market. While the community is actively debating the impact of ongoing share dilution on long-term value, many are focused on the company's raised 2026 revenue guidance and its growing backlog of defense contracts.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after securing a major 20-year lease with Anthropic that is expected to generate significant contracted revenue and cement its position as a tier-one AI infrastructure provider. While the stock initially saw a volatile sell-the-news reaction, community discussion remains focused on the massive fundamental re-rating and the potential for a sustained run as institutional investors digest the long-term revenue clarity.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is currently in the spotlight following the announcement of a strategic seven-year partnership with Palantir, which will integrate Zeta's AI marketing infrastructure into Palantir's Foundry platform to create a unified enterprise AI layer. While the community is actively debating the stock's long-term potential as a data-driven infrastructure player versus its history of volatility, bulls are pointing to the potential for significant revenue growth and enterprise adoption, leading to increased analyst interest and positive price target revisions.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention as traders highlight high short interest and institutional accumulation, fueling speculation about a potential short squeeze. The community is focused on critical price support at the $7 level, viewing recent volatility as a setup for a breakout ahead of upcoming earnings.

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.

Vertex Pharmaceuticals is in the spotlight following the announcement of a 10-billion-dollar agreement to acquire Crinetics, a move that the community is actively debating as a potentially significant premium for the company's rare disease and endocrine-focused pipeline. Investors are closely monitoring the integration of Crinetics' assets alongside existing market enthusiasm for the regulatory pathways of Vertex's broader therapeutic pipeline.

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 seeing significant volatility as investors weigh the company's aggressive expansion into advertising, including a major acquisition, against concerns over pricing pressures and inventory costs. The community remains divided between those viewing the pullback as a buying opportunity in a defensive retail powerhouse and others who are skeptical of management's strategy and the impact of the broader economic environment on consumer spending.

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 Technologies is currently generating significant momentum driven by robust institutional accumulation and positive sentiment surrounding its high-performance AI server demand. The community is actively discussing the stock's role in the broader AI infrastructure buildout, with traders closely monitoring the impact of policy-driven headlines and key technical support levels as the stock attempts to sustain its current momentum.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing heightened volatility and intense social media debate as investors react to institutional sell-offs by MicroStrategy and ongoing discussions surrounding potential strategic government reserves. The community remains deeply divided, with bulls pointing to resilient price action and potential political tailwinds, while bears cite concerns over historical cycles and persistent institutional liquidations.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is attracting significant attention as institutional investors and analysts focus on its domestic manufacturing advantage and potential insulation from Chinese import restrictions. The community is actively debating the company's valuation against its long-term project backlog, with ongoing discussions centered on how shifting tariff policies and AI-driven energy demand could act as powerful tailwinds for the stock.

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Zomato Ltd.

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ITC Ltd.

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Why Is Volkswagen Considering 100K Job Cuts and Plant Closures? 

VWAGY is weighing up to 100,000 job cuts and the closure of four German plants as part of a sweeping restructuring and cost-cutting plan.


Stellantis Expands Affordable EV Ambitions In Europe As Volkswagen Rivalry Heats Up

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RIVN Stock Pops Overnight: Volkswagen Knocks Amazon Off As Top Shareholder For First Time Since 2021 IPO

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Gary Black Sees Many Buyers For Rivian, But Adds There’s More Reason To Own The Stock

The Future Fund Managing Partner said on Thursday that Rivian will ultimately be acquired by either German automaker Volkswagen, one of the "big three” U.S. automakers, or even Alphabet or Amazon. 


Is Tesla Expanding Beyond EVs Into Energy Supply in UK?

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Tesla Rival BYD’s Top-Selling Spot In China Toppled By Volkswagen In First Two Months Of 2026

According to a report from Reuters, citing data from the China Passenger ⁠Car Association, Volkswagen’s Chinese joint ventures held a combined 13.9% market share in sales terms, compared to BYD’s 7.1%. 


Volkswagen AG engages in the business of developing vehicles and components for the brands of the group. It operates through the following segments: Passenger Cars and Light Commercial Vehicles; Commercial Vehicles; Power Engineering; and Financial Services. The Passenger Cars and Light Commercial Vehicles segment includes developing vehicles, engines, and vehicle software; producing and selling passenger cars and light commercial vehicles; and the corresponding genuine parts business. The Commercial Vehicles segment focuses on trucks, buses, corresponding genuine parts business, and related services. The Power Engineering segment is involved in large-bore diesel engines, turbomachinery, and propulsion components business. The Financial Services segment provides dealer and customer financing, leasing, banking, insurance, and fleet management services. The company was founded on May 28, 1937 and is headquartered in Wolfsburg, Germany.

Volkswagen AG - ADR

Bullish 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
Q2 '26	$0.66	--	--	N/A
Q1 '26	$0.41	$0.30	-26.16%	MISSED
Q4 '25	$0.58	--	--	N/A
Q3 '25	$0.01	-$0.11	-1756.43%	MISSED
Q2 '25	$0.55	$0.73	31.93%	BEAT

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VWAGYVolkswagen AG - ADR

Upcoming Earnings: Q2 '26

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