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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Hawkish Federal Reserve commentary, particularly Kevin Warshs focus on inflation and potential rate hikes, is driving volatility in SoFi and the broader fintech group. Traders are split between bears who view higher rates as a headwind for SoFis interest-sensitive business and bulls who argue management has already accounted for hikes in its guidance and are treating the pullback as a buying opportunity.

Corvex, Inc. is an AI cloud computing company, which specializes in GPU-accelerated infrastructure for AI workloads. Its products include GPU Clusters, Confidential Computing, Inference as a Service and GPU Node. The firm offers solutions include AI model builders, enterprises, federal and sovereign solutions. The company was founded by Seth Mitchell Demsey, Jay Crystal on October 21, 2024 and is headquartered in Arlington, VA.

Corvex Inc.

Movano Inc

A multi-year agreement to provide NVIDIA Blackwell GPU clusters, alongside Corvexs data-center expansion and combination with Movano, is driving attention. Traders are debating whether the AI-infrastructure story and perceived low float could fuel a short squeeze, while others warn about dilution, limited execution history, and sharp momentum-driven reversals.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops preliminary second-quarter update and amended convertible-note exchange are driving attention, with traders focused on improved operating profitability and a cap on share issuance through a partial cash settlement. Bulls view the reduced dilution as supportive of buybacks and potential short covering, while bears point to weaker sales, investment-driven earnings, and continued uncertainty around management and the warrants.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Executive commentary and healthcare-industry endorsements of SELLASs GPS as a potential AML game changer have focused attention on the approaching Phase 3 REGAL milestones, including the unconfirmed 80th-event trigger and subsequent unblinded data. Traders are broadly bullish on the trials prolonged survival signals, while bears dispute the trial design and statistical interpretation and note that 78 events remains the last officially confirmed count.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernovas quarterly report triggered heavy attention after an earnings miss and a sharp selloff, despite higher full-year guidance, strong orders, and a record backlog tied to power-grid and AI data-center demand. Traders are split between bears focused on wind-segment losses, tariffs, valuation, and execution risks, and bulls viewing the decline as an overreaction to a temporary earnings shortfall.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

New REDUCE-IT and mechanistic analyses presented at ESC 2026 are driving attention, with traders highlighting evidence of sustained cardiovascular benefits from icosapent ethyl and broader guideline support. The community is divided between those viewing the data and international Vascepa growth as strategic value catalysts and those dismissing the findings as exploratory rehashes that have not changed the stocks stagnant performance.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Renewed Middle East conflict and disruptions around the Strait of Hormuz are driving higher crude-price expectations and renewed interest in Chevron as a large integrated oil producer. Traders remain divided between a bullish supply-shortage thesis and the risk that Iran peace talks or reopening the strait removes the geopolitical premium from oil, while some also discuss Chevrons potential Venezuela expansion.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Attention is centered on the reported Jasmy/JANCTION collaboration with Panasonic Advanced Technology, involving distributed GPU computing, Smart Render, and potential AI and enterprise use cases. Traders are broadly bullish on the commercial-utility implications, while skeptics note that direct JASMY token demand and adoption remain unconfirmed and continue to debate delisting and low-volume concerns.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

A court ruling denying Betters temporary restraining order against former CEO Vishal Gargs proxy campaign has intensified the battle for control with the board, alongside debate over the companys poison-pill rights plan and potential appeal. Traders are divided between backing the boards cost-cutting and profitability strategy and Gargs return, while low-float and short-interest dynamics fuel speculation about a squeeze.

ExxonMobil Holdings Corp. is an international energy and petrochemical company, which creates solutions that improve quality of life and meets society’s evolving needs. The company is headquartered in Spring, TX.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Renewed Middle East tensions and disruption risk around the Strait of Hormuz are supporting crude prices and drawing attention to ExxonMobil and other energy stocks. Traders are also weighing strong quarterly performance against the possibility that ceasefire or reopening talks could unwind the geopolitical oil premium and pressure shares.

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Q2 earnings highlighted stronger revenue growth, expanding robotaxi and ADAS deployments, and international scaling, but continued heavy R&D spending, losses, and a profitability timeline several years out have kept investors divided. Traders are debating whether the operational progress marks a recovery or whether weak near-term economics and unclear guidance will continue to pressure the stock.

Uber's Robotaxi Push Gains Pace in Dubai: Baidu's Vehicles Debut

UBER expands its robotaxi push as fully driverless Apollo Go vehicles debut in Dubai, the first launch under its multi-year strategic partnership.

WeRide Has Miles To Go

The robotaxi leader's latest financial report shows its losses remained stubbornly high in the first half of this year, despite a substantial revenue increase

image credit: Bamboo Works

Keyread more...

Uber Expands PONY Robotaxi Deal: European AV Push Gaining Pace?

Uber expands its Pony AI partnership to deploy more than 2,000 robotaxis across Europe, advancing a scalable, asset-flexible autonomous mobility strategy.

Is Uber's Robotaxi Deal With Japan's Hinomaru Kotsu a Growth Catalyst?

Uber's Tokyo robotaxi pilot with Hinomaru Kotsu could expand its autonomous-mobility presence while leveraging local fleet and regulatory expertise.

Amphenol and Pilgrim Pride have been highlighted as Zacks Bull and Bear of the Day

Amphenol's AI-driven growth, record orders and rising estimates contrast sharply with Pilgrim's Pride's margin squeeze and earnings decline.

WeRide CEO Calls Its Tech Comparable To Tesla FSD

WeRide (NASDAQ: WRD) stock falls despite Q2 revenue surging 92% to $34.15M, driven by global Robotaxi expansion and record gross margins.read more...

Uber's AV Ambitions in London Receive a Boost: Here's How

UBER moves closer to launching autonomous rides in London after TfL licensed Wayve vehicles, with strong rider interest supporting rollout plans.

UBER Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?

Uber heads into Q2 earnings with strong bookings growth and robotaxi expansion, but tariffs, fuel costs and competition cloud the near-term outlook.

Uber vs. Pony AI: Who's Winning the Race in Autonomous Ride-Hailing?

Pony AI appears better positioned than Uber in robotaxis, backed by global expansion,  China growth and a largely domestic supply chain.

WeRide (WRD), Uber (UBER) Announce Commercial Robotaxi Launch in Zurich

WeRide (WRD), Uber (UBER) Announce Commercial Robotaxi Launch in Zurich...

• Reported GAAP EPS of -$1.23 up 8.89% YoY
• Reported revenue of $231.72M up 82.20% YoY

WeRide Inc. continues to report significant losses and rising operating expenses, while facing the inherent challenges of scaling autonomous driving commercialization in an early-stage global market for the company.

WeRide Inc. delivered strong revenue growth and improved operational efficiency across its robotaxi fleet, while advancing its competitive position through the launch of the efficient WeRide WITT physical AI model.

WeRide, Inc. operates as an investment holding company. It engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers and related sensor suites. The company was founded by Tony Xu Han and Yan Li in February 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

Uber Expands Robotaxi Ambitions With WeRide Zurich Launch, Stellantis-Wayve Global Partnership

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	-$0.10	--	--	N/A
Q2 '26	-$0.13	-$0.18	-38.43%	MISSED
Q1 '26	-$0.11	-$0.06	47.60%	BEAT
Q4 '25	-$0.14	-$0.08	42.02%	BEAT
Q3 '25	--	-$0.05	--	N/A

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