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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as discussions heat up over potential acquisition talks involving Stripe and Advent, while the community debates fair valuation and long-term upside.

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 shares are extending their downward slide to multi-year lows, driven by heavy selling pressure and negative sentiment following a broker downgrade and soft footwear demand trends from major retail partners.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing heavy after-hours selling pressure following a wide earnings loss and revenue miss, though the community remains sharply divided over the company's aggressive pivot to AI infrastructure.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as investors debate the impact of its latest earnings report, strong AI-driven data center growth, and forward-looking guidance amid high market valuations.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two Interactive is in the spotlight as retail investors flood community boards with excitement following an extended gameplay preview of Grand Theft Auto VI, helping overshadow recent leak concerns.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is seeing intense community focus as it pushes toward all-time highs, driven by the massive hyperscaler demand for high-speed AI networking infrastructure. Traders are actively debating the timing of a breakout while monitoring bullish analyst upgrades and the company's critical role in connecting the next generation of AI compute clusters.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. shares are drawing heavy community discussion amid broader rare-earth sector momentum following government funding initiatives. Retail investors are closely debating project timelines, short interest, and upcoming corporate developments.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is rallying as the community discusses its enterprise automation positioning and agentic AI tools, while many speculate on potential short squeezes ahead of upcoming earnings.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta surged to a 52-week high after reporting second-quarter results that surpassed Wall Street expectations, driven by strong corporate investment in AI infrastructure and robust demand for identity security management.

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

Strategy rallied as Bitcoin reclaimed the key threshold, fueled by heavy options trading and mounting speculation surrounding potential inclusion in major market indexes.

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If You Invested $100 In Welltower Stock 20 Years Ago, You Would Have This Much Today

Welltower (NYSE:WELL) has outperformed the market over the past 20 years by 3.33% on an annualized basis producing an average annual return of 12.57%. Currently, Welltower has a market capitalization of $172.74 billion.read more...

Why Is Boston Properties (BXP) Down 3.7% Since Last Earnings Report?

Boston Properties (BXP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Reminder - Welltower (WELL) Goes Ex-Dividend Soon

Looking at the universe of stocks we cover at Dividend Channel, on 8/12/26, Welltower Inc (Symbol: WELL) will trade ex-dividend, for its quarterly dividend of $0.85, payable on 8/20/26. As a percentage of WELL's recent stock price of $234.92, this dividend works out to approxim...

Welltower's Q2 FFO Beat Estimates on Strong SHO NOI Growth

WELL's Q2 FFO beat and 20.5% SHO SSNOI growth fuel a higher 2026 outlook, while acquisitions strengthen its seniors housing focus.

Welltower (WELL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Welltower (WELL) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Welltower (WELL) Surpasses Q2 FFO and Revenue Estimates

Welltower (WELL) delivered FFO and revenue surprises of +3.23% and +3.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Welltower Issues Business Update

Welltower Issues Business Update Welltower Issues Business Update PR Newswire TOLEDO, Ohio, July 27, 2026 TOLEDO, Ohio, July 27, 2026 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) has issued the following business update which can be found at...

Welltower Reports Second Quarter 2026 Results

Welltower Reports Second Quarter 2026 Results Welltower Reports Second Quarter 2026 Results PR Newswire TOLEDO, Ohio, July 27, 2026 TOLEDO, Ohio, July 27, 2026 /PRNewswire/ --Welltower Inc. (NYSE:WELL) today announced results for the quarter ended June 30, 2026. Second Quarter and Other Recent...

American Healthcare REIT Announces Leadership Appointments

American Healthcare REIT, Inc. (NYSE: AHR) (the Company) today announced leadership appointments that build on a decade of stability while accelerating the Companys focus on platform-enhancing strategies as it enters its next phase of growth and value creation for stockholders. Effective...

Unveiling Welltower (WELL) Q2 Outlook: Wall Street Estimates for Key Metrics

Get a deeper insight into the potential performance of Welltower (WELL) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Welltower, Inc. is a health care infrastructure company, which engages in seniors housing operations, post-acute providers and health systems to fund the real estate infrastructure. The company's operating business segments include Seniors Housing Operating, Triple-Net, and Outpatient Medical. The Seniors Housing Operating segment operates properties including seniors apartments, independent living and independent supportive living, continuing care retirement communities, and assisted living, Alzheimer's dementia care and includes care homes with or without nursing. The Triple-Net segment properties offer services including independent living & supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.), and long-term/post-acute care. The Outpatient Medical segment invests in and operates outpatient medical buildings including physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs. The company was founded in 1970 and is headquartered in Toledo, OH.

Welltower Inc.

Welltower Lifts 2025 FFO Outlook, Earnings Forecast As Senior Housing Demand Surges

Equity

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	$0.62	--	--	N/A
Q2 '26	$0.64	$0.61	-5.11%	MISSED
Q1 '26	$0.68	$1.02	50.18%	BEAT
Q4 '25	$0.58	$0.14	-75.72%	MISSED
Q3 '25	$0.52	$0.41	-21.42%	MISSED

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