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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's blowout quarterly results and upbeat forward guidance are fueling bullish chatter, with traders shrugging off circular-financing concerns and focusing on the AI infrastructure boom. The stock's after-hours advance and strong retail sentiment underscore renewed conviction in the AI trade.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending after a Reuters report said Trian Partners is abandoning its take-private bid, triggering a sharp selloff and fierce debate among retail traders. Many on Stocktwits view the report as a possible manipulation or a setup for a short squeeze given the company's turnaround efforts and elevated short interest, while others see it as a bearish signal.

We believe that there are significant, attractive investment opportunities that exist within industries that benefit from strong Environmental, Social and Governance (“ESG”) profiles. While investing in ESG covers a broad range of themes, we are focused on evaluating suitable targets that have existing environmental sustainability practices or that may benefit, both operationally and economically, from our management team’s commitment and expertise in executing such practices.

TMC the metals company Inc

TMC is trending as investors rally around its advancing NOAA permit approvals and potential U.S. government funding for domestic critical mineral processing, with the community citing surging volume and short-squeeze speculation as key catalysts in the broader push for mineral independence.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce stock is ripping higher after a blowout earnings beat, raised full-year guidance, and an expanded AI partnership with Anthropic (Claudeforce), which has retail traders declaring the 'SaaS-pocalypse' narrative dead and fueling bullish momentum across software stocks.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is surging after its fiscal Q2 earnings beat and raised full-year outlook, driven by strong AI-security demand, with traders debating whether the growth justifies the stock's valuation. The move is also lifting the broader cybersecurity sector and is seen as further evidence that AI adoption is fueling, not hurting, enterprise software spending.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is surging after a record Q2 earnings beat, raised full-year guidance, and an increased buyback plan, triggering intense retail trading. Social media chatter is split between traders citing a powerful short squeeze and momentum in the stock versus skeptics who attribute the EPS jump to a one-time tariff refund and warn of a sharp pullback.

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 is surging after hours following a Q2 beat and raised FY27 guidance, with the catalyst being surging demand for identity security tied to the AI agent buildout. The community is buzzing about the strength of the AI-driven cybersecurity narrative, drawing parallels to CRWD's pop, while also debating whether the move is justified or overheated.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMC is trending as the market focuses on its strategic positioning in the co-packaged optics (CPO) race, a key next step for AI data center performance. Community discussions highlight TSMC's central role in the semiconductor supply chain, viewing its advanced manufacturing as critical to meeting AI-driven demand.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit is surging as recent Phase 3 data for its drug ivonescimabshowing a survival benefit in a second cancer typeis being hailed by investors as powerful platform validation and a key win over a major competitor. The bullish community chatter is heavily focused on the drug's potential and upcoming FDA decision, with many investors pointing to significant insider buying as a strong vote of confidence.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

Vigorous post-earnings debate is centered on the AI PC ramp and margin pressure from memory chip costs, with bulls arguing the drop is overdone and the dividend is safe while bears see weakening PC demand and tariff headwinds. The unusual options flow in puts and the talk of a potential activist push are amplifying the controversy.

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Xencor Reaches Analyst Target Price

In recent trading, shares of Xencor, Inc (Symbol: XNCR) have crossed above the average analyst 12-month target price of $29.00, changing hands for $29.33/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuatio...

Xencor (XNCR) Reports Q2 Loss, Beats Revenue Estimates

Xencor (XNCR) delivered earnings and revenue surprises of +64.63% and +337.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Xencor Reports Second Quarter 2026 Financial Results

Xencor, Inc. (NASDAQ:XNCR), a clinical-stage biopharmaceutical company developing engineered antibodies for the treatment of cancer and autoimmune diseases, today reported financial results for the second quarter ended June 30, 2026. We are excited to present XmAb819 results at ESMO this fall and...

Xencor to Receive $105 Million From Alexion to Resolve Ultomiris U.S. Royalty Matter

Xencor, Inc. (NASDAQ:XNCR) (Xencor), a clinical-stage biopharmaceutical company developing engineered antibodies for the treatment of cancer and autoimmune diseases, today announced its agreement with Alexion Pharma International Operations Limited, an Irish limited company (Alexion), to resolve a...

Xencor (XNCR) Soars 16.9%: Is Further Upside Left in the Stock?

Xencor (XNCR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Xencor Announces Proffered Paper Oral Presentation at ESMO 2026 for Phase 1 Clinical Study of XmAb819 in Advanced Clear Cell Renal Cell Carcinoma

Xencor, Inc. (NASDAQ:XNCR), a clinical-stage biopharmaceutical company developing engineered antibodies for the treatment of cancer and autoimmune diseases, today announced that results from a Phase 1 study of XmAb819, an ENPP3 x CD3 T-cell engaging bispecific antibody, in advanced clear cell renal...

A Clinical-Stage Cancer Company Is Putting AI to Work at the Bench, Designing Its Next Generation of Tumor-Targeting Drugs

A Clinical-Stage Cancer Company Is Putting AI to Work at the Bench, Designing Its Next Generation of Tumor-Targeting Drugs A Clinical-Stage Cancer Company Is Putting AI to Work at the Bench, Designing Its Next Generation of Tumor-Targeting Drugs PR Newswire SAN FRANCISCO, July 6, 2026 Issued on...

The Biology Came First.

MindWalk Holdings Corp. (NASDAQ: HYFT) today released a systematic report identifying over 20 discovery-originated drug candidates with documented origins in antibody discovery work performed at...

Xencor (XNCR) Reports Q1 Loss, Lags Revenue Estimates

Xencor (XNCR) delivered earnings and revenue surprises of -164.58% and -75.38%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Xencor Reports First Quarter 2026 Financial Results

Xencor, Inc. (NASDAQ:XNCR), a clinical-stage biopharmaceutical company developing engineered antibodies for the treatment of cancer and autoimmune diseases, today reported financial results for the...

Xencor, Inc. is a biopharmaceutical company, which engages in the development of engineered monoclonal antibody therapeutics to treat severe and life-threatening diseases. Its proprietary technology platform, XmAb, is used to create next-generation antibody product candidates designed to treat autoimmune and allergic diseases, cancer, and other conditions. The company was founded by Bassil I. Dahiyat and Stephen L. Mayo in August 1997 and is headquartered in Pasadena, CA.

Xencor Inc

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.

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