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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares surged following record quarterly results that easily topped analyst expectations, fueled by explosive growth in AI server demand and a massive increase in the company's full-year financial outlook. While the stock initially saw volatility, the community sentiment remains overwhelmingly bullish as traders look to the significant AI server backlog as a primary driver of long-term value.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending lower as investors weigh escalating geopolitical tensions in the Middle East against concerns that higher oil prices and rising Treasury yields will pressure the Federal Reserve to maintain a hawkish stance. While some retail traders are betting on a recovery, sentiment is dampened by the potential for interest rate hikes and broader macroeconomic headwinds.

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 is trending primarily due to ongoing volatility and heavy short interest, with the community polarized between traders expecting a major short squeeze and those criticizing the company for a lack of commercial revenue and frequent insider share sales. While some investors point to potential long-term catalysts like nuclear fuel fabrication developments and data center demand, others remain focused on the stock's steady decline toward 52-week lows.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is trending lower as investors weigh escalating geopolitical tensions in the Middle East against a resilient AI-driven corporate earnings season. Rising oil prices and climbing U.S. Treasury yields have fueled market concerns over potential interest rate hikes, leading to widespread debate among traders about the sustainability of equity valuations.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending as traders analyze the company's fiscal fourth-quarter results, which featured earnings and revenue beats, alongside an upbeat fiscal 2027 outlook and the acquisition of AI-native platform Console. While the community reaction is polarized between bullish long-term sentiment regarding AI-driven cybersecurity tailwinds and bearish concerns over high valuation multiples and slowing organic growth metrics.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending following resumed military strikes between the U.S. and Iran near the Strait of Hormuz, which traders believe will disrupt global oil supplies and keep energy prices elevated. The community is sharply divided between those positioning for further gains on supply fears and those expecting a price correction amid skepticism over ongoing geopolitical tensions.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple shares are trending following the official leadership transition to CEO John Ternus and his initial comments highlighting confidence in upcoming product launches. Traders are debating the long-term impact of this management change on product innovation and valuation, while some express skepticism regarding current market performance and broader industry tensions.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

Traders are closely monitoring the Internet Computer network's infrastructure capabilities and recent ecosystem developments, such as the beta release of the MCP server, while some express frustration over persistent price underperformance despite ongoing technological updates. Market sentiment remains divided, with long-term investors highlighting the network's potential as a decentralized cloud and AI-native infrastructure, while others focus on technical resistance levels and price 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

SoFi is facing downward pressure amid broader fintech weakness and investor frustration over the stock's persistent lack of upward momentum. Traders are debating whether the recent decline offers a long-term entry point or if the company's valuation remains tethered to macro headwinds and institutional sentiment.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending following a strong quarterly earnings report where the company beat revenue and EPS expectations while raising its full-year guidance, driven by robust demand for its weight-loss and diabetes treatments. Market sentiment remains largely positive, with discussions focusing on the company's sustained growth momentum and its competitive positioning against rival GLP-1 providers.

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Zhihu (ZH) Q2 2026 Earnings Call Transcript

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Transcript: Zhihu Q2 2026 Earnings Conference Call

Zhihu (NYSE:ZH) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below.
Benzinga APIs provide real-time access to earnings callread more...

Zhihu Focuses On Cutting-Edge Topics, Offline Events To Stay Ahead Of AI

Zhihu Reports Q1 2026 Results: Full Earnings Call Transcript

Zhihu Inc. Sponsored ADR (NYSE:ZH) Short Interest Update

Zhihu Inc. Sponsored ADR (NYSE:ZH - Get Free Report) saw a significant increase in short interest during the month of April. As of April 15th, there was short interest totaling 1,313,120 shares, an increase of 22.7% from the March 31st total of 1,069,906 shares. Based on an average daily trading...

Zhihu Inc. Sponsored ADR (NYSE:ZH) Short Interest Up 19.9% in March

Zhihu Inc. Sponsored ADR (NYSE:ZH - Get Free Report) was the recipient of a significant increase in short interest in the month of March. As of March 13th, there was short interest totaling 1,127,389...

Zhihu (NYSE:ZH) Stock Rating Lowered by Wall Street Zen

Wall Street Zen cut Zhihu from a "hold" rating to a "sell" rating in a research report on Saturday...

Zhihu (NYSE:ZH) Releases Quarterly Earnings Results, Misses Expectations By $0.30 EPS

Zhihu (NYSE:ZH - Get Free Report) posted its earnings results on Wednesday. The company reported ($0.38) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.08) by...

Zhihu Q4 Earnings Call Highlights

Zhihu (NYSE:ZH) executives highlighted a milestone shift to full-year non-GAAP profitability in 2025, alongside growing user engagement and a strategy to deepen AI integration across both the community and commercialization efforts, according to remarks on the company's fourth-quarter and full-year...

Zhihu (ZH) Expected to Announce Earnings on Wednesday

Zhihu (NYSE:ZH) will be releasing its Q4 2025 earnings before the market opens on Wednesday, April 1. (View Earnings Report at https://www.marketbeat.com/earnings/reports/2026-4-1-zhihu-inc-stock...

• Reported GAAP EPS of -$0.07 down -158.33% YoY
• Reported revenue of $101.58M up 1.51% YoY

Zhihu Inc. faced financial pressure with a net loss and compressed gross margins, alongside a year-over-year decline in marketing services revenue driven by ongoing refinements to its service offerings.

Zhihu Inc. demonstrated sequential revenue growth and improved operational efficiency through reduced expenses, while achieving year-over-year revenue gains within its paid content and IP operations segment during the quarter.

Zhihu, Inc. operates as a Q&A online content community. It content fields include Internet technology, commerce, film, television, fashion and culture. The company was founded by Yuan Zhou in 2010 and is headquartered in Beijing, China.

Zhihu 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
Q3 '26	-$0.01	--	--	N/A
Q2 '26	-$0.07	-$0.07	0.02%	BEAT
Q1 '26	--	-$0.04	--	N/A
Q4 '25	-$0.01	-$0.14	-1178.07%	MISSED
Q3 '25	--	-$0.08	--	N/A

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