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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 community speculation as investors anticipate a major short squeeze, fueled by high short interest and heightened expectations ahead of upcoming earnings. Traders are actively debating the company's growth prospects, particularly regarding government contracts and drone technology, while monitoring price action closely for a breakout above key technical levels.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as traders analyze its recent earnings report, which highlighted significant revenue growth and a record backlog despite a bottom-line miss. Community sentiment is deeply divided, with bulls pointing to the company's long-term potential as a space infrastructure leader while bears emphasize concerns over profitability, dilution, and the stock's recent volatility.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending following the official delivery and acceptance of its first AI cloud deployment to Microsoft, which validates the company's ability to execute on its massive long-term cloud services contract. Community discussions are heavily focused on the stock's potential for a short squeeze as investors weigh this de-risking milestone against active short positions and institutional interest from firms like Goldman Sachs.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors weigh record revenue growth and a raised annual outlook against widening operating losses following the latest quarterly report. The community is actively debating the company's long-term potential in the quantum sector, contrasting its organic growth and government-backed contracts against intense institutional manipulation and market volatility.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is seeing strong market interest driven by high demand for AI-focused networking infrastructure and a robust order backlog. Investors and analysts are actively discussing the company's fiscal outlook and the role of its networking hardware as a critical backbone for enterprise AI expansion.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is seeing increased attention following a strong quarterly earnings report that featured significant revenue growth and raised adjusted EBITDA guidance. Community sentiment is currently driven by the announcement of a new commercial agreement with a major dialysis operator, coupled with anticipation surrounding the upcoming regulatory filing for REZZAYO prophylaxis.

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 trending following the announcement of a massive, long-term lease agreement with TensorWave that provides commercial validation for its Project Matador facility. Investors are actively discussing the stock's future potential and the strategic importance of this first major customer, though community sentiment remains split between excitement over institutional growth and skepticism regarding the company's path to profitability.

Abeona Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in the development of gene therapy for severe and life-threatening rare diseases. It programs include EB-101 (gene-corrected skin grafts) for recessive dystrophic epidermolysis bullosa (RDEB), ABO-102 (AAV-SGSH), an adeno-associated virus (AAV) based gene therapy for Sanfilippo syndrome type A (MPS IIIA), and ABO-101 (AAV NAGLU), an AAV based gene therapy for Sanfilippo syndrome type B (MPS IIIB). The company was founded in 1974 and is headquartered in Cleveland, OH.

Abeona Therapeutics Inc

Abeona Therapeutics is currently in the spotlight as investors await Q2 earnings, closely tracking the company's ability to scale ZEVASKYN patient treatments and activate more qualified treatment centers. The community is actively debating the company's execution speed, with long-term holders emphasizing the potential for profitability as production capacity reaches a steady state.

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 is trending as investors digest its massive role in the AI infrastructure buildout, with the community actively comparing its valuation and server rack production capacity against peers like SuperMicro. Strong institutional interest remains high, though discussions are polarized between those betting on its long-term enterprise AI dominance and those concerned about its valuation relative to its diverse legacy hardware business.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing heightened community discussion following news that their strategic partner, Lumilens, has emerged from stealth with a multi-billion-dollar valuation and confirmed shipments to a major hyperscaler. Investors are actively debating the potential for this partnership to validate POET's production ramp, while speculating on the company's role within the broader AI infrastructure buildout.

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Cisco’s AI Revenue Opportunity Is ‘Immense and Growing Quickly,’ Says Morningstar — CEO Touts A ‘Networking Supercycle’

Equity

Morningstar expects Cisco’s hyperscaler AI revenue to reach $7.5 billion in fiscal 2027, citing a healthy revenue backlog after bagging $9.3 billion in AI infrastructure orders.

Why Are Nasdaq, S&P 500 Futures Subdued Ahead Of PPI, Jobless Claims? CRWV, NBIS, CBRS, CSCO, ONDS, SPCX Stocks In Focus

Retail sentiment on Stocktwits remained ‘neutral’ on SPY and ‘bearish’ on QQQ.


Michael Burry Calls Nvidia’s $500B Wall Street Tie-Up A ‘Sign Of Desperation’ — and Rising Default Expectations Aren't Helping

The price of Nvidia’s 5-year credit default swaps peaked last month and is currently trading around that level.


Dow, Nasdaq, S&P 500 Futures: How Markets Are Trading After July CPI As More Inflation Data Looms

U.S. July CPI broadly met expectations, with headline inflation rising 0.1% month over month and 3.4% year over year, while core CPI increased 0.2% monthly and 2.5% annually.

S&P500, Nasdaq End Higher As Fresh CPI Data Calms Earlier-Than-Expected Rate Hike Fears — GOOGL, DJT, WEN, BE, SNDK In Focus

Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.

Google's Sergey Brin Has Reportedly Urged AI Talent To Go All In On Gemini Models To Tackle Rivals

Alphabet is tightening corporate oversight and reorganizing its Google DeepMind unit to prioritize the commercial performance of its flagship Gemini AI model.

JPMorgan's David Kelly Expects Fed To Keep Interest Rates Unchanged After In-Line CPI Report — 'We Essentially Have Got Teflon Inflation In America'

During an interview with Bloomberg, Kelly said policymakers should let inflation cool on its own rather than trying to accelerate the process.

SNDK Unveils 33% Faster 3D Flash Memory Technology To Keep Pace With AI Demand

Sandisk and Kioxia pointed to the expansion of AI beyond generative applications into agent-based and physical AI as a key driver of increasingly sophisticated data requirements.


CPI Report: Annual Inflation Rate Comes In At 3.4% In July, In Line With Expectations As Energy Prices Ease

The consumer price index rose 0.1% in July on a seasonally adjusted basis, after falling 0.4% in June.

CoreWeave Surges on Upbeat Q2: ETFs in Focus

CoreWeave's upbeat Q2 results, soaring backlog and strong outlook are fueling optimism. Here are ETFs offering exposure to the AI infrastructure play.

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Where does the S&amp;P 500 finish next week vs. Friday’s close?

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Traders are fiercely debating whether current AI infrastructure spending is a sustainable revolution or a dangerous 'circular financing' bubble.

The market is on edge as traders weigh conflicting signals from CPI data and upcoming PPI releases to guess the Fed's next rate move.

Sentiment remains polarized with long-term bulls mocking short-sellers as market action defies traditional valuation metrics.

Escalating geopolitical concerns in the Strait of Hormuz are triggering market anxiety regarding energy security and international stability.

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