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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

Super Micro Computer is surging following a preliminary update that revealed massive AI infrastructure demand, highlighted by over $60 billion in new orders and a significant doubling of gross margins compared to prior guidance. The community is actively discussing the potential for a major short squeeze due to high short interest and a reassessment of the company's valuation following these unexpectedly strong profitability metrics.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is attracting significant investor attention following the award of a 266 million dollar U.S. Air Force contract for suborbital launch services, which reinforces the company's growing role in national security and defense infrastructure. While the community remains divided over technical price levels and the stock's recent volatility, many are focused on long-term growth catalysts such as the upcoming Neutron rocket development and the potential for a vertically integrated space communications business.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors monitor the company's aggressive pre-earnings sell-off and recent collaboration with NVIDIA on AI-RAN infrastructure. While community sentiment is heavily polarized between bullish long-term conviction regarding AI and telecom network upgrades and bearish frustration over persistent price weakness, market participants are closely watching how the upcoming earnings report will validate or challenge the current turnaround thesis.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is gaining significant momentum following the announcement of a strategic partnership with Microsoft to deploy its new Helios rack-scale AI systems across Azure. Investors are closely watching this development and the company's upcoming AI event as the market evaluates AMD's ability to compete in the high-performance AI infrastructure sector.

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 seeing intense investor focus as massive, record-breaking trading volume and an active short interest drive speculation around a potential short squeeze. Community sentiment is being bolstered by a recent Australian defense contract win, ongoing acquisition integration, and anticipation that strong earnings results will serve as a catalyst for a sustained reversal.

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.

Oklo Inc. is trending as it, alongside X-Energy, is reportedly being tapped by the Trump administration in a push to accelerate nuclear reactor deployment for AI data centers. While some market participants express frustration over price performance and pre-revenue status, others are monitoring the stock for a potential rebound, citing criticality milestones and the sector's long-term infrastructure role.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors debate the potential financial impact of new product features and business model shifts amidst ongoing geopolitical instability in the Middle East. Community discussion remains highly polarized, focusing on the company's valuation, broader market sentiment surrounding trade policy, and the platform's role in the current political landscape.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is gaining attention as investors weigh a recent flurry of defense contract wins and infrastructure expansions against broader volatility in the space sector. While some community members remain focused on long-term growth and potential takeovers, others are actively debating the impact of ongoing dilution and whether the stock's recent price consolidation offers a buying opportunity ahead of upcoming earnings.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending as investors debate whether the stock has reached a structural bottom, with many retail participants actively accumulating shares while closely monitoring technical support levels. Despite concerns over competitive dynamics and recent analyst downgrades, the community is heavily focused on the company's long-term growth story, international distribution potential, and the significant short interest that could spark a potential squeeze.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is trending as investors rally behind its role in a new federal push to accelerate nuclear reactor deployment for AI-driven data centers. Community members are actively highlighting the company's strong institutional backing from players like Amazon and its potential to benefit from updated regulatory frameworks designed to streamline the construction of advanced power infrastructure.

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Elon Musk's Tesla Best-Seller Has a New Challenger: XPeng CEO Says It's 'Not Far From Beating' Model Y

XPeng CEO says they are close to beating Tesla's Model Y with their L03 all-electric SUV, priced lower at $40,700.read more...

XPeng's New SUV Launch Reveals Bigger Tesla Challenge With Level 4 Autonomy and In-House AI Foundation Model Planned By 2028: Report

China's XPeng Inc. aims for Level 4 autonomous driving by 2028 with new AI platform, challenging Tesla's FSD.read more...

TSLA Stock Slips Overnight: Tesla Has A New Plan To Fight BYD And Chinese Rivals — And It Starts With Its Best-Selling SUV 

Equity

The new variant is expected to sit above the Model Y L, making it Tesla’s priciest Model Y in China.

XPEV Stock Rises 1.5% As CEO Takes First Robotaxi Ride In Guangzhou

The Chinese electric vehicle maker started closed testing of its robotaxi platform just eight months after unveiling the project at its 2025 AI Day.


From Smart EVs to autonomous vehicles: XPENG positions Robotaxi as a key milestone in bringing Physical AI to the real world

From Smart EVs to autonomous vehicles: XPENG positions Robotaxi as a key milestone in bringing Physical AI to the real world From Smart EVs to autonomous vehicles: XPENG positions Robotaxi as a key milestone in bringing Physical AI to the real world PR Newswire GUANGZHOU, China, July 10, 2026...

NIO, XPEV, LI Slip Premarket: What’s Dragging Chinese EV Stocks Lower Today? 

China NEV retail sales fell for a sixth straight month, dropping 9% year-over-year in June to 1.007 million units.

Why Xpeng Stock Was a Winner This Week

Key PointsThis was partially due to the rollout of a new model...

Li Auto June Deliveries Fall Nearly 15%

Li Auto June deliveries dip 14.8% YoY to 30,895 amid rising China EV competition, while peers NIO and XPeng post strong growth.read more...

XPeng Gains On June Deliveries And New EV Launch

XPeng reported 40,126 June deliveries, announced upcoming MONA L03 launch plans, and highlighted continued growth in its vehicle lineup.read more...

XPENG Announces Vehicle Delivery Results for June and Second Quarter 2026

XPENG Announces Vehicle Delivery Results for June and Second Quarter 2026 XPENG Announces Vehicle Delivery Results for June and Second Quarter 2026 PR Newswire GUANGZHOU, China, July 1, 2026 GUANGZHOU, China, July 1, 2026 /PRNewswire/ -- XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX...

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

Neutral 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	-$0.06	-$0.05	13.29%	BEAT
Q1 '26	-$0.11	-$0.28	-145.72%	MISSED
Q4 '25	-$0.00	$0.06	2093.61%	BEAT
Q3 '25	-$0.05	-$0.06	-16.68%	MISSED
Q2 '25	-$0.11	-$0.07	33.06%	BEAT

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XPEVXPeng Inc - ADR

Upcoming Earnings: Q2 '26

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