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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the UAE's broad approval of Anktiva for bladder and lung cancer, which investors see as a significant validation of its growing international regulatory footprint. The community is actively discussing the stock's potential for a short squeeze, anticipating that upcoming quarterly earnings and the momentum from these global expansions will pressure heavily shorted positions.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors scrutinize the company's aggressive AI infrastructure capital expenditure ahead of its upcoming earnings report. The community is divided between those bracing for volatility due to spending concerns and those viewing recent weakness as a long-term accumulation opportunity in a dominant cloud and e-commerce leader.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure as investors scrutinize the company's aggressive AI infrastructure spending and its impact on free cash flow, despite delivering strong revenue growth. The market is actively debating whether these heavy capital expenditures are a necessary investment for long-term dominance or a sign of unsustainable spending that threatens near-term margins.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is experiencing significant volatility as investors weigh the company's strong revenue growth and massive contracted backlog against broader concerns regarding high-capex infrastructure spending and geopolitical risks impacting the tech sector. While the community is actively debating the disconnect between the company's operational execution and its current market performance, many investors are viewing the pullback as a long-term accumulation opportunity, drawing parallels to previous periods where the stock recovered after sharp sell-offs.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce is seeing significant bullish momentum driven by exceptional half-year financial results, highlighted by strong revenue and profit growth alongside raised full-year guidance. The community is actively celebrating this performance, noting the company's successful transformation and increased shareholder returns, while looking ahead to long-term growth potential in defense, civil aviation, and small modular reactor (SMR) development.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is currently trending as investors weigh its deeply discounted valuation and aggressive turnaround strategy against significant headwinds, including production challenges and inventory management issues. Community sentiment is deeply divided, with many highlighting the company's substantial cash reserves and iconic brand portfolio as a prime value-buying opportunity, while others remain skeptical due to ongoing margin pressure and the competitive threat from Chinese manufacturers.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings Co is seeing heavy downward pressure following a revenue miss in its latest earnings report, prompting investors to weigh the company's strong long-term AI infrastructure backlog against temporary supply-chain headwinds. While management has raised full-year guidance and maintains a positive outlook on demand for data center power and liquid cooling, the market is displaying heightened sensitivity to any signs of decelerating AI spending, leading to significant volatility in the stock.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl is facing significant volatility following an abrupt leadership shakeup, an internal accounting review, and a lowered financial outlook, triggering investor concerns over corporate governance and potential SEC scrutiny. While some investors remain optimistic about the company's long-term pivot toward AI consulting and cloud partnerships, the community is currently debating whether this price decline represents a deep-value buying opportunity or a signal of deeper systemic risks.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Investors are increasingly rotating capital into SCHD as a defensive "flight to safety" play to insulate portfolios against volatility in growth and tech sectors. The community is highlighting the ETF's consistent dividend growth and its ability to maintain stability during market turbulence, reinforcing its status as a foundational core holding for long-term income strategies.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is drawing attention as market participants debate its potential for a short squeeze, driven by a low float, significant short interest, and speculative interest in the post-quantum cryptography sector. The community is actively tracking potential partnerships and federal policy catalysts while weighing the company's growth trajectory against persistent concerns regarding valuation and long-term financial viability.

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Teradyne Q2 Earnings Beat Estimates, Revenues Increase Year over Year

TER beats Q2 earnings and revenue estimates as record memory-test sales and AI demand fuel a second straight quarter of record revenues.


Lattice to Report Q2 Earnings: Can Strong Revenues Drive Growth?

LSCC heads into Q2 2026 earnings with expectations for higher revenues and EPS as demand for low-power FPGAs, AI servers and industrial markets supports growth.

Bandwidth Q2 Earnings Top Estimates on Strong AI-Driven Demand

BAND tops Q2 estimates as AI-driven communications demand, enterprise wins and higher guidance signal accelerating platform growth.

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SNAP heads into Q2 earnings with ad growth and AI tools in focus as geopolitical, restructuring and hardware pressures test results.

Can Solid Overall Revenue Growth Benefit Motorola's Q2 Earnings?

MSI's Q2 revenues are expected to rise as mission-critical technology demand and new AI tools support both business segments.

Qorvo Beats Q1 Earnings Estimates Despite Lower Y/Y Revenues 

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Lumen to Report Q2 Earnings: Here's What Investors Should Know

LUMN heads into Q2 earnings with AI-driven PCF and NaaS momentum, while legacy declines and heavy debt remain key concerns.

Arista Stock Before Q2 Earnings: Is it a Smart Buy or Risky Move?

ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.

Figma, Inc. (FIG) Earnings Expected to Grow: Should You Buy?

Figma, Inc. (FIG) 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.

Jim Cramer: Arista Is 'Terrific,' Also Likes This Consumer Cyclical Stock

Jim Cramer likes Ross Stores (ROST) on CNBC's Mad Money Lightning Round. Ross Stores reported strong earnings and raised guidance. Arista Networks (ANET) is also favored.read more...

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

ANET, CLS, EXTR, LITE Stock In Focus — UBS Sees Data Center Investments To Drive Demand, But Supply Constraints Persist

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Hold rates steady

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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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