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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla shares are trending as investors weigh the highly anticipated, invite-only Cybercab launch event against a prevailing "buy the rumor, sell the news" sentiment. While some traders are bullish on the potential for new autonomous revenue streams, others are skeptical due to the lack of a public livestream, reports of early technical issues, and concerns that the event may fail to provide concrete scaling details.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares dropped sharply after reporting disappointing quarterly revenue and comparable sales while significantly lowering its full-year earnings and revenue guidance. While some traders view the sell-off as an opportunity to enter a position ahead of the new CEO's tenure, many others are debating the brand's long-term viability amid increased competition and softening consumer discretionary spending.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending due to anticipation surrounding its earnings report, with the conversation dominated by debate over whether the stock's recent rally is supported by underlying growth and agentic AI adoption or is driven by short-covering. While bulls point to strong ARR and a potential short squeeze, bears express skepticism regarding valuation and the company's ability to accelerate growth.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs shares moved sharply higher after the company reported a double beat, with revenue and earnings surpassing analyst expectations despite a softer outlook for the next quarter. While some traders expressed concern over third-quarter guidance, the community consensus generally interprets the results as a sign of strong execution, with particular enthusiasm for the defense and intelligence segment growth and robust order backlog.

DocuSign, Inc. engages in the provision of cloud-based electronic signature solutions, which helps companies and individuals securely collect information, automate data workflows, and sign anything. The firm automates manual and paper-based processes allowing users to manage all aspects of documented business transactions including identity management, authentication, digital signature, forms and data collection, collaboration, workflow automation, and storage. Its products include eSignature, CLM, Gen for Salesforce, Document Generation, Standards-Based Signatures, Notary and Web Forms. The company was founded by Thomas H. Gonser and Court Lorenzini in 2003 and is headquartered in San Francisco, CA.

DocuSign Inc

DocuSign is trending following positive fiscal second-quarter earnings that surpassed analyst expectations for both EPS and revenue. While some traders expressed skepticism regarding long-term competition from free alternatives and the company's growth outlook, others highlighted management's raised guidance and AI-driven momentum as catalysts for a potential rebound.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing high volatility as traders react to a double beat on earnings and revenue alongside an upward revision in full-year guidance, though some investors express concern over decelerating high-value customer growth and conservative forward guidance. Discussion remains polarized, with many retail traders viewing the current price as an undervalued entry point while others express frustration over management's guidance and the stock's recent performance compared to cybersecurity peers.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as traders react to multiple analyst upgrades and strong interest in new product offerings like prediction markets and the Robinhood Chain. While bullish sentiment is fueled by expectations of a growth cycle and increased fee revenue, some traders express frustration over price volatility, suspecting artificial suppression by market makers.

Samsara, Inc. develops internet connected sensor systems. It combines plug-and-play sensors, wireless connectivity, and cloud-hosted software integrated for deployment. The company was founded by John Bicket and Sanjit Biswas in 2015 and is headquartered in San Francisco, CA.

Samsara Inc - Ordinary Shares - Class A

Samsara Inc

Samsara shares surged following a fiscal second-quarter report that surpassed analyst expectations for both earnings and revenue, bolstered by strong large-customer adoption and raised full-year guidance. While some traders expressed caution about potential profit-taking, the community remains largely focused on the company's sustained growth and the effectiveness of its platform.

FLOKI is a community-driven, multi-chain utility token that powers a broad ecosystem including decentralized gaming, finance, and educational platforms. Originally evolving from a meme-based asset, the project now focuses on a utility-driven model centered around three pillars: community engagement, technical utility, and global charity work, balancing this ecosystem growth with social impact, such as building schools in developing nations like Ghana and Nigeria.  Key features include Valhalla, an NFT metaverse game where the token serves as the primary currency for capturing creatures and upgrading characters. The ecosystem also features the FlokiFi Locker for securing digital assets and the University of FLOKI for web3 education,with real-world integration facilitated through a prepaid debit card for everyday purchases at global stores. Staking FLOKI allows users to earn rewards in a sister token.  The project is led by a group of core advisors known by pseudonyms such as Sabre and B (The Viking) and is officially backed by DWF Labs, a major digital asset investment firm and market maker. While a small tax on decentralized trades helps fund development, value moves through the system as users utilize the token to pay for in-game items, access asset-locking services, or purchase merchandise.

Floki Token

Floki is currently trending as members of the community debate its long-term potential compared to other meme coins, frequently citing its established ecosystem, utility developments, and ongoing marketing efforts as reasons for their bullish outlook. While some traders express frustration with the recent price performance and market volatility, others emphasize a commitment to holding, viewing the current levels as a buying opportunity based on their belief in the token's infrastructure.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is experiencing significant price volatility following a proposed $500 million stock offering, which triggered community debate over dilution and capital management. Traders are closely monitoring this development alongside ongoing anticipation for the upcoming FDA PDUFA date for ivonescimab, with many bulls pointing to substantial recent insider buying as a sign of long-term conviction.

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ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28

NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.

Everpure Stock Hits Record High – TD Cowen Says Oracle Could Be Its New Hyperscale Customer, Sees Meta Revenue Growth Ahead 

Equity

TD Cowen raised its price target on Everpure stock to $170 from $100 and maintained a ‘Buy’ rating.

OpenAI’s Greg Brockman Says Hugging Face Incident Was A Window Into Automated Attacks — Warns ‘Threat Actors’ Will Have These Capabilities Soon 

During an interview with CNBC, Brockman cautioned that OpenAI is learning that human-written code is full of security vulnerabilities, warning of a “tech debt” that is building over time.


Porter Stansberry Brings Jeff Bezos’ 2004 Transportation Machine Analogy Into CRWV Debate — Michael Burry Weighs In

Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.

IBM Makes Massive OpenAI Push, Plans Thousands-Strong AI Practice Weeks After CEO Admitted It ‘Did Not Move Quickly Enough’

IBM Consulting will integrate OpenAI’s frontier models and products into its AI platform while launching a dedicated OpenAI Practice with thousands of consultants and engineers.


CRWV Revenue Could Surge To Over $100B Eventually As AI Compute Gets Cheaper, Morningstar Says

Morningstar analyst Luke Yang expects cheaper GPU compute to expand CoreWeave’s total addressable market by enabling more organizations to train and fine-tune proprietary AI models.


Mark Zuckerberg Warns Against AI Power Concentration As META Launches Muse Glimmer — ‘No Such Thing As A Singular Benevolent Superintelligence’

Zuckerberg argued that putting powerful AI tools in the hands of individuals will not only drive innovation and economic growth but could also serve as a safeguard against the risks posed by concentrated AI power.


TEAM Stock On Track For 7-Month High – BofA Says Atlassian Is An ‘AI Beneficiary Rather Than An AI Victim’ 

Bank of America upgraded Atlassian to ‘Buy’ and lifted its price target to $175 after the company's fourth-quarter results.


Apollo's Torsten Slok Says AI Capex Is Growing Nearly Twice As Fast As The Housing Boom — Warns It Can 'Unwind At A Similar Pace'

In a note on Thursday, Slok said consensus forecasts imply hyperscaler capital expenditures will reach about 3% of U.S. Gross Domestic Product annually between 2027 and 2029, up from 0.3% in 2019 and 1.4% in 2025.

CRWV’s Deep NVDA Integration Makes It A Go-To Choice, Says Morningstar — Analysts Say META's Planned Cloud Move Reinforces AI Compute Boom

Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.

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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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