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The primary catalyst for the index is continued investor anxiety regarding a strong labor market and its potential impact on future Federal Reserve monetary policy, while the community also remains highly focused on geopolitical tensions in the Middle East and their impact on global energy costs. Traders are expressing a mix of caution and disagreement over whether recent economic data signals a need for further rate hikes or confirms the resilience of the U.S. economy, with many monitoring incoming inflation prints for direction.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound is trending as traders speculate on a potential price surge, driven by its low 10 million token supply and anticipation of an institutional pivot under new management. While some discuss the potential for a reversal, the community remains divided, with bearish voices criticizing the asset's past performance and labeling it a long-term underperformer.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm shares are trending following a quarterly earnings report that featured a revenue beat but disappointed investors with weaker-than-expected fourth-quarter earnings guidance. Traders are debating the company's long-term growth prospects in data center and automotive markets against ongoing margin pressures from rising memory costs and declining smartphone-related revenue.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

T-Mobile is trending as investors debate the potential competitive impact of SpaceX's Starlink mobile ambitions on traditional carriers. The discussion includes competing viewpoints on whether SpaceX's satellite technology threatens terrestrial networks or if T-Mobile's existing infrastructure and strategic partnerships provide a defensive moat against the satellite-to-cellular threat.

The TJX Cos., Inc. engages in the retail of apparel and home fashion products. It operates through the following segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The Marmaxx segment sells family apparel including apparel, home fashions, and other merchandise. The HomeGoods segment offers an assortment of home fashions, including furniture, rugs, lighting, soft home, decorative accessories, tabletop and cookware as well as expanded pet, kids, and gourmet food departments. The TJX Canada segment operates the Winners, Marshalls, and HomeSense chains in Canada. The TJX International segment includes operations of T.K. Maxx and Homesense chains in Europe and the T.K. Maxx chain in Australia. The company was founded by Bernard Cammarata in 1962 and is headquartered in Framingham, MA.

TJX Companies, Inc.

The community is currently discussing the outlook for TJX Companies amidst its recent stock pullback, with traders debating whether the decline is an overreaction to segment-specific performance friction or a signal of broader consumer weakness. Many participants view the current price as a buying opportunity, citing the company's long-term growth history and 'treasure-hunt' business model, while others remain cautious due to recent analyst downgrades and downward pressure on the retail sector.

Bitcoin Cash is a hard fork of Bitcoin with a protocol upgrade to fix on-chain capacity. Bitcoin Cash intends to be a Bitcoin without Segregated Witness (SegWit) as soft fork, where upgrades of the protocol are done mainly through hard forks and without changing the original economic rules of the Bitcoin.  Bitcoin Cash (BCH) is released on 1st August 2017 as an upgraded version of the original Bitcoin Core software. The main upgrade is the increase in the block size limit from 1MB to 8MB. This effectively allows miners on the BCH chain to process up to 8 times more payments per second in comparison to Bitcoin. This makes for faster, cheaper transactions and a much smoother user experience.  Why was Bitcoin Cash Created?  The main objective of Bitcoin Cash is to to bring back the essential qualities of money inherent in the original Bitcoin software. Over the years, these qualities were filtered out of Bitcoin Core and progress was stifled by various people, organizations, and companies involved in Bitcoin protocol development. The result is that Bitcoin Core is currently unusable as money due to increasingly high fees per transactions and transfer times taking hours to complete. This is all because of the 1MB limitation of Bitcoin Core’s block size, causing it unable to accommodate to large number of transactions.  Essentially Bitcoin Cash is a community-activated upgrade (otherwise known as a hard fork) of Bitcoin that increased the block size to 8MB, solving the scaling issues that plague Bitcoin Core today.  Nov 16th 2018: A hashwar resulted in a split between Bitcoin SV and Bitcoin ABC

Bitcoin Cash

Bitcoin Cash is experiencing significant debate among traders regarding its potential for a price breakout, with some anticipating a surge based on technical patterns and upcoming network upgrades, while others remain skeptical, citing concerns about network utility and stagnant performance compared to other cryptocurrencies.

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy Inc - Ordinary Shares - Class A

Chewy Inc

Chewy is trending following a significant share price decline, which traders attribute to concerns regarding consumer spending habits and broader economic uncertainty. While some investors see a long-term opportunity in the company's subscription-based model and expansion into veterinary services, the sentiment remains largely divided between those expecting a rebound and those anticipating further downside due to current market trends.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

UniSwap is trending as traders react to a sustained rally and speculation regarding its tokenomics, specifically the protocol's burn mechanism and its role as a liquidity layer for tokenized assets on the Robinhood chain.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospace is trending as traders react to a decline in share price despite a strong earnings beat and a significant order backlog, with many pointing to geopolitical instability and oil price concerns as factors weighing on near-term growth guidance. While some market participants express frustration over the price movement, others view the pullback as a buying opportunity given the company's robust long-term aerospace services demand and solid backlog.

Dycom Industries, Inc. provides contracting services throughout the United States. The firm's services include engineering, construction, maintenance and installation services to telecommunications providers, underground facility locating services to various utilities, including other construction and maintenance services to electric and gas utilities, and others. It operates through the following segments: Communications and Building Systems. The Communications segment provides a range of construction, maintenance, and installation services, including the placement and splicing of fiber, copper, and coaxial cables. The Building Systems segment focuses on providing comprehensive building infrastructure solutions, including electrical, energy management, security, and fire safety systems for data centers and other critical facilities. The company was founded in 1969 and is headquartered in West Palm Beach, FL.

Dycom Industries, Inc.

Dycom Industries is receiving attention following a significant sell-off after the company reported quarterly results that beat earnings estimates but featured guidance that disappointed investors. While some traders view the price drop as an overreaction, others express concern over deferred wireless revenue and decelerating backlog growth.

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Core Scientific is trending as investors monitor its transition from Bitcoin mining to large-scale AI infrastructure and high-performance computing, highlighted by a major multi-gigawatt partnership with AMD and ongoing expansion of its data center campuses. While some market participants remain focused on the company's operational execution and debt management, sentiment is generally supported by bullish analyst price target revisions and the broader market rotation into companies with secured energy capacity for AI.

Core Scientific Director Elizabeth Crain Buys 6,000 Shares

Core Scientific Director Elizabeth Crain Buys 6,000 Shares...

Core Scientific Executive Todd Duchene Sells 10,000 Shares

Key PointsThe transaction involved 10,000 shares executed at a weighted average price of $16.234 per share, resulting in a total value of ~$162,300 on August 31, 2026...

APLD's Hyperscaler Concentration Grows: Are Revenues at Risk?

Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.

Core Scientific Enters Into $600 Mln Of Committed Senior Secured Credit Facilities

(RTTNews) - Core Scientific, Inc. (CORZ) has entered into $600 million of committed senior secured credit facilities, consisting of a $100 million revolving credit facility and $500 million letter of credit facility. The proceeds of borrowings under the revolving credit facility...

Core Scientific Secures $600 Million of Senior Secured Credit Facilities

Core Scientific, Inc. (Nasdaq: CORZ) (Core Scientific or the Company), a leader in digital infrastructure for high-density colocation (HDC), today announced that it has entered into $600 million of committed senior secured credit facilities, consisting of a $100 million revolving credit facility...

Core Scientific Completes Acquisition of Polaris DS, Advancing Planned Muskogee Expansion to 1.5 GW of Gross Power

Core Scientific, Inc. (Nasdaq: CORZ) (Core Scientific or the Company), a leader in digital infrastructure for high-density colocation (HDC), today announced that it has completed its previously announced acquisition of Polaris DS LLC (Polaris). Through the acquisition, Core Scientific has secured...

RIOT Stock Jumps Overnight After Report Names Anthropic As ‘Mystery’ Cloud Customer 

Equity

Riot Platforms has secured a $9.1 billion, 20-year deal, reportedly with the AI giant.


Core Scientific Supports Governor Abbotts Focus on Responsible Data Center Infrastructure in Texas

Core Scientific, Inc. (Nasdaq: CORZ) (Core Scientific or the Company), a leader in digital infrastructure for high-density colocation (HDC), today expressed its support for Governor Greg Abbotts leadership in advancing transparency and accountability around data center development in Texas, and is...

Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them?

Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them...

Situational Awareness Returns With $400M Investment After Nearly Collapsing

Situational Awareness Returns With $400M Investment After Nearly Collapsing

 Authored by Zoltan Vardai via CoinTelegraph.com,

Situational Awareness, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, reportedly invested $400 million in a privately held company...

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Bearish Sentiment

Nebius ($NBIS)

CoreWeave ($CRWV)

IREN ($IREN)

Applied Digital ($APLD)

Neocloud stocks are on a tear in 2026, with CoreWeave, Nebius, IREN and Applied Digital posting massive gains on surging AI infrastructure demand. Which neocloud are you most bullish on to lead the rest of the year?

Which neocloud stock are you most bullish on for the rest of 2026? 
 
Drop a comment for other tickers.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.02	--	--	N/A
Q2 '26	-$0.06	-$3.32	-5201.40%	MISSED
Q1 '26	-$0.06	-$1.06	-1575.49%	MISSED
Q4 '25	-$0.16	$0.42	356.79%	BEAT
Q3 '25	-$0.07	-$0.46	-558.89%	MISSED

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