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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is surging as traders react to its inclusion in the S&P 500 index, with many noting the stock's significant momentum driven by the growing power demands of AI data centers. While some market participants are taking profits following the rally, bullish sentiment remains strong as many traders view the S&P 500 addition as a validation of the company's long-term growth thesis.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending as traders debate its potential for upcoming S&P 500 inclusion, though many express frustration over recent stock volatility and the impact of insider share sales. While some speculate about index additions, others focus on the company's fundamental role in AI infrastructure, leading to conflicting views on whether current levels represent a buying opportunity or a deeper correction.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is trending primarily due to its recent listing on the South Korean exchange Upbit, which has driven a significant increase in trading volume. While some traders view this as a potential catalyst for long-term growth and institutional adoption, others are dismissive, labeling the price movement as a repeat of past pump-and-dump patterns.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is seeing increased volatility and divergent opinions as traders position themselves for the upcoming earnings report, with many focusing on the company's AI data center infrastructure and large contract backlog. While some investors view the recent price action as a shakeout of weak hands and a buying opportunity, others express frustration over the stock's underperformance relative to other tech peers and uncertainty regarding capital expenditure.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1983 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Cheniere Energy is attracting significant attention as traders speculate on its potential inclusion in the S&P 500 index during the upcoming rebalancing. The conversation is characterized by intense debate over whether recent price movement reflects anticipation of this index change or broader industry fundamentals, with many retail traders expressing bullish sentiment despite disagreements regarding the stock's performance relative to peers like Bloom Energy.

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 trending as investors react to the company's new strategic partnership with Payward, which integrates SoFi's banking infrastructure with the Kraken platform to enhance stablecoin access and liquidity. While some traders view this as a positive fundamental development, sentiment remains heavily divided as the stock fails to achieve S&P 500 inclusion, leading to ongoing frustration regarding price volatility and high-volume short selling.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLA Corp. is trending as part of a broad semiconductor equipment sector rebound, with investors rotating back into the space following a sharp July selloff and supported by resilient AI-driven demand. The rally is underscored by discounted valuations and renewed investor optimism for semiconductor infrastructure leaders.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is seeing active discussion regarding its premium valuation relative to growth and potential consumer spending pressures. While many traders view dips in the stock as buying opportunities, others remain skeptical about its high P/E ratio and recent price performance.

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 trending as traders speculate on upcoming product announcements and potential partnerships expected in September, while the community remains divided over the company's manufacturing progress and its history of management communication. Investors are closely monitoring key industry conferences and job postings as indicators of a transition toward high-volume production.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing high volatility as traders react to a pullback following a significant multi-week rally, with the conversation split between bullish participants emphasizing its role in the AI-driven indium phosphide (InP) supply chain and bears citing valuation concerns, China-related risks, and profit-taking.

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J.P. Morgan upgrades CVC to “overweight” on exit momentum, valuation gap

UBS shuffles private equity sector, upgrades 2 names

Investing.com -- UBS has upgraded two private equity firms to Buy, CVC Capital Partners PLC (AS:CVC) and  EQT AB  (ST:EQTAB) Group, a move driven by multiple positive factors, including improving deal activity, carried interest potential, and easing macro uncertainty.

Barclays Upgrades CVC as secondaries surge amid private equity exit slowdown

CVC Capital Partners upgraded to ’buy’ by BofA on valuation, fund stability

CVC Capital Partners Is oversold, says Morgan Stanley

Investing.com -- Morgan Stanley upgraded CVC Capital Partners to Overweight from Equal-weight in a note Friday, lifting its price target for the stock.

Neutral Sentiment

The Federal Reserve hasn't raised rates at all in 2026, but hawkish comments from Fed Chair Kevin Warsh at the Jackson Hole symposium have pushed September rate hike odds as high as 66%, a sharp jump from under 40% just a week earlier. How many rate hikes do you expect from the Fed in 2026? Vote and explain your reasoning in the comments.

How many rate hikes do you expect from the Fed in 2026?

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