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Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Reports of Oklo entering physical build mode for its planned 1.2 GW Meta data-center project, alongside DOE-backed regulatory support, are driving renewed interest in the nuclear-power and AI infrastructure theme. Traders remain divided, with bulls citing commercialization progress, PPAs and potential short-squeeze dynamics while bears focus on the lack of commercial revenue, dilution and insider selling.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Expected ERCOT Batch Zero conditional classifications for Ciphers Texas data-center projects are driving attention, with traders debating whether the review will validate its power pipeline and strengthen its AI/HPC infrastructure thesis or expose regulatory delays. The community is also watching for a new hyperscaler lease, while reactions remain split between dip-buying optimism and concern over sustained sector weakness and volatility.

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 and rising rate-hike expectations have driven a sharp selloff in SoFi and renewed focus on its sensitivity to interest rates. Traders are split between bears expecting further weakness and bulls arguing that potential hikes are already reflected in guidance, while S&P 500 inclusion remains a secondary speculative catalyst.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bear 3X ETF

Direxion Daily S&P Biotech Bear 3X Shares

A sharp biotech-sector rally, supported by Moderna-related momentum and repeated biotech acquisition activity, has put LABDthe 3x inverse biotech ETFunder pressure and made it a focus for traders. The community is split between expecting an overbought XBI reversal driven by elevated yields, rate concerns and bearish seasonality, and warning that the sectors breakout may continue, making LABD a high-risk short-term trading vehicle.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Nvidias strong earnings and sustained AI-infrastructure demand are fueling bullish interest in Intel alongside speculation that potential U.S. semiconductor tariffs could favor domestic manufacturing. Traders remain divided, with some expecting an Intel-Nvidia partnership or foundry developments, while others attribute weakness to broader semiconductor volatility, interest-rate concerns, and the lack of a confirmed Intel-specific announcement.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

Concerns over delayed BlueBird satellite production and an unclear launch schedule are dominating the discussion, with traders arguing that limited deployment could postpone commercial service and revenue while criticizing managements communication. Bulls counter that BlueBird 14 is complete, BlueBirds 1516 are progressing, and additional manufacturing and launch activity could support the long-term direct-to-device rollout, but execution remains the central debate.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms upcoming quarterly earnings report is the dominant catalyst, with traders focused on whether AI-chip demand, OpenAIs custom Jalapeo chip, hyperscaler bookings and forward guidance will support a beat-and-raise outcome. Sentiment is sharply divided: bulls expect renewed AI-driven momentum after the pullback, while skeptics cite elevated expectations, debt-financing concerns, potential Google/Marvell competition and the stocks persistent underperformance.

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

Bank of Montreal - MicroSectors Gold Miners 3X Leveraged ETN

A sharp selloff and extreme volatility in gold miners has driven attention to GDXU, with traders citing risk-off market flows, Iran-war developments, oil costs and uncertainty around Fed policy. The community is split between short-term bears expecting further downside and dip buyers who view the decline as a reset before gold and miners resume higher, while many emphasize the risks of the ETNs 3x leverage and decay.

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

Anticipation and uncertainty around SMCIs Form 10-Kparticularly whether it will be filed by the deadline and show remediation of internal-control and accounting weaknessesdominates the discussion. Traders are split between expecting a clean filing to ease the governance discount and fearing a delay or adverse disclosures, while bullish views cite strong AI infrastructure demand and recent partnerships as support for the business.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

The sharp decline is being attributed to warrant-redemption-related dilution and broader weakness across high-beta AI/neocloud stocks, with some traders also citing insider selling and macro rate concerns. Bulls argue the selloff overlooks strong Q2 growth, multi-billion-dollar contracted demand, NVIDIA-related partnerships and expanded GPU capacity, while skeptics remain focused on execution, future capital raises and dilution risk.

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Select Water Solutions Announces Significant Water Infrastructure Expansion with a Large Public Operator in the Northern Delaware Basin

Select Water Solutions Announces Significant Water Infrastructure Expansion with a Large Public Operator in the Northern Delaware Basin Select Water Solutions Announces Significant Water Infrastructure Expansion with a Large Public Operator in the Northern Delaware Basin PR Newswire GAINESVILLE...

Surging Earnings Estimates Signal Upside for Select Water Solutions, Inc. (WTTR) Stock

Select Water Solutions, Inc. (WTTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

WTTR Q2 Earnings Call Maps a Longer Infrastructure Runway

Select Water's record Water Infrastructure results, seven-year contract and expanded backlog point to double-digit growth and stronger cash flow beyond 2026.

Select Water Solutions, Inc. (WTTR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Select Water Solutions, Inc. (WTTR) 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.

Select Water Solutions, Inc. (WTTR) Tops Q2 Earnings and Revenue Estimates

Select Water Solutions, Inc. (WTTR) delivered earnings and revenue surprises of +54.55% and +8.17%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Select Water Solutions Announces Second Quarter 2026 Financial, Operational and Strategic Updates

Select Water Solutions Announces Second Quarter 2026 Financial, Operational and Strategic Updates Select Water Solutions Announces Second Quarter 2026 Financial, Operational and Strategic Updates PR Newswire GAINESVILLE, Texas, Aug. 4, 2026 Generated second quarter 2026 consolidated revenue of $396...

Earnings Preview: Casella (CWST) Q2 Earnings Expected to Decline

Casella (CWST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

GFL Environmental Inc. (GFL) Q2 Earnings Miss Estimates

GFL Environmental (GFL) delivered earnings and revenue surprises of -17.65% and +2.28%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Select Water Solutions, Inc. (WTTR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Select Water Solutions, Inc. (WTTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Xylem (XYL) Q2 Earnings and Revenues Top Estimates

Xylem (XYL) delivered earnings and revenue surprises of +8.96% and +0.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

• Reported GAAP EPS of $0.17 up 70.00% YoY
• Reported revenue of $395.81M up 8.67% YoY
• Select Water Solutions anticipates third quarter 2026 Adjusted EBITDA to be $90  $94 million, with Water Infrastructure revenues increasing 5%  10% and Chemical Technologies revenues of $85  $90 million.

Select Water Solutions faces risks from global economic volatility, potential integration challenges regarding recent acquisitions, and operational constraints including regional infrastructure capacity limitations and significant outstanding term loan debt obligations.

Select Water Solutions achieved record quarterly revenues in its core segments and secured a significant long-term Northern Delaware Basin contract, driving sequential improvements in consolidated profitability and overall operational performance.

Select Water Solutions, Inc. engages in the provision of water management and chemical solutions. It operates through the following business segments: Water Infrastructure, Water Services, and Chemical Technologies. The Water Infrastructure segment develops, builds, and operates permanent and semi-permanent infrastructure solutions to support full life cycle water management and waste treatment solutions. The Water Services segment consists of services businesses, including water transfer, flowback and well testing, fluids hauling, water containment and water network automation, primarily serving E&P companies. The Chemical Technologies segment includes logistics and provides a full suite of chemicals used in hydraulic fracturing, stimulation, cementing, pipelines and well completions. The company was founded on November 21, 2016 and is headquartered in Gainesville, TX.

Select Water Solutions Inc - Ordinary Shares - Class A

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The S&P 500 ($SPY) is headed towards a positive week. What do you think the index's return will look like next week? Vote and explain your reasoning in the comments.

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.20	--	--	N/A
Q2 '26	$0.13	$0.24	78.18%	BEAT
Q1 '26	$0.07	$0.13	86.72%	BEAT
Q4 '25	$0.03	$0.06	80.90%	BEAT
Q3 '25	$0.00	$0.03	1331.30%	BEAT

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