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Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is surging following a strategic deal with Boeing that involves the acquisition of Wisk Aero, SkyGrid, and Insitu, effectively expanding its reach into defense and autonomous aerospace. The community is actively discussing the impact of this diversification, Boeing's equity stake, and the company's progress toward certification ahead of its upcoming earnings report.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is surging following the announcement of a 20-year, $9.1 billion AI data center lease with Anthropic, a major catalyst that has the community intensely debating the stock's potential for a massive upside re-rate. Investors are actively discussing the company's successful pivot into AI infrastructure, with many highlighting the significance of the Corsicana facility's potential future contracts and contrasting Riot's strong execution against sector peers.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is gaining momentum as market participants track high-volume options activity and specific performance incentives tied to the July 31st deadline for an anchor tenant agreement. Investors are closely monitoring potential project milestones and leadership developments, with the community actively speculating on the timing of a major data center lease deal.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors react to a significant leadership transition, with Barbara Humpton retiring and Thras Moraitis taking over as CEO following the merger with Serra Verde. The community is actively debating the company's future, weighing concerns about insider probes and market volatility against the long-term strategic potential of domestic magnet production and government-backed critical mineral initiatives.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork is currently a focal point for investors as it navigates significant cost-restructuring plans and a strategic shift toward high-value, AI-integrated enterprise work. The community remains deeply divided, with bulls pointing to robust cash flow and massive share buybacks as signs of deep value, while bears emphasize concerns over competitive pressure from AI and recent volatility following earnings reports.

Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.

Vertex Pharmaceuticals, Inc.

Vertex Pharmaceuticals is trending as investors digest recent earnings results, with interest focused on the growth potential of its cystic fibrosis portfolio and the commercial trajectory of newer products like Journavx and Casgevy. Market participants are actively discussing the company's long-term pipeline diversification into kidney disease and pain management as catalysts for future expansion.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors weigh its deep-value proposition against ongoing regulatory scrutiny in China and Europe. The community is actively debating whether the stock's significant cash position and long-term potential outweigh the persistent volatility and geopolitical headwinds facing Chinese tech equities.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

VanEck Gold Miners ETF (GDX) is trending as gold prices recover from recent lows, with community members closely watching institutional demand and Elliott Wave technical patterns for signs of a sustained breakout. Analysts and investors are debating whether the sector's current valuation represents a generational buying opportunity as central banks continue to accumulate physical gold amid broader macroeconomic uncertainty.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripple is currently a focal point of intense market debate as investors grapple with the delayed progress of the Clarity Act and ongoing uncertainty regarding its institutional adoption. Community members are actively split between long-term holders accumulating during the price stagnation and vocal bears who argue that the token is underperforming compared to the broader crypto market.

Flutter Entertainment Plc engages in the business of online betting and gaming. It operates through the following segments: UK and Ireland, Australia, International, and US. The UK and Ireland segment includes the operations of Sky Betting and Gaming, Paddy Power, Betfair, and tombola. The Australia segment focuses on sports betting services provided to Australian customers online. The International segment relates to poker, casino, rummy, lottery, and sports betting. The US segment includes sports betting, daily fantasy sports, and gaming services. The company was founded in 1988 and is headquartered in New York, NY.

Flutter Entertainment Plc

Flutter Entertainment is trending following a turbulent earnings report that featured a revised profit outlook and the surprise departure of key leadership. Community sentiment is deeply divided, with some investors viewing the stock as an oversold "fat pitch" backed by notable heavyweights, while others fear long-term structural risks from intensifying competition and regulatory pressure in the sports betting sector.

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ITC Ltd.

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NIO Stock Slides Overnight: BlackRock Slashes Stake Even As ES9 Deliveries Smash Premium EV Record

Equity

BlackRock also trimmed XPeng, while increasing its Lucid and Rivian holdings to record levels.

XPENG to Report Second Quarter 2026 Financial Results on Monday, August 24, 2026

XPENG to Report Second Quarter 2026 Financial Results on Monday, August 24, 2026 XPENG to Report Second Quarter 2026 Financial Results on Monday, August 24, 2026 PR Newswire GUANGZHOU, China, Aug. 4, 2026 - Earnings Call Scheduled for 8:00 a.m. ET on August 24, 2026 -GUANGZHOU, China, Aug. 4, 2026...

XPeng July Vehicle Deliveries Up 4%

(RTTNews) - XPeng Inc. (XPEV, 9868.HK) announced that it delivered 38,027 vehicles in July, representing an increase of 4% year over year...

XPENG Announces Vehicle Delivery Results for July 2026

XPENG Announces Vehicle Delivery Results for July 2026 XPENG Announces Vehicle Delivery Results for July 2026 PR Newswire GUANGZHOU, China, Aug. 1, 2026 GUANGZHOU, China, Aug. 1, 2026 /PRNewswire/ -- XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX: 9868), a leading global Physical AI...

Tesla Stock Tumbles on Weak Q2 Earnings: Buy the Dip, Hold or Exit?

TSLA's Q2 miss, margin pressure and heavy spending triggered a 14% slide, but stabilizing EV demand, balance sheet strength and FSD gains support a hold.

This Asian EV Maker Is Beating Tesla, Nio And XPeng This Month — And Could Break Even At Home Next Year 

VinFast targets at least 300,000 global deliveries this year, up from about 200,000 in 2025.

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 

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.


$XPEV Q1 '26 Earnings Results & Recap

XPeng forecasts Q2 2026 vehicle deliveries between 100,000 and 106,000. Total revenues are expected to be between RMB19.6B and RMB20.8B, reflecting a year-over-year increase of 7.25% to 13.82%.

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

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.06	-$0.05	13.55%	BEAT
Q1 '26	-$0.11	-$0.28	-146.54%	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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