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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom shares faced volatility after the company reported strong quarterly results and tripled its AI semiconductor revenue, though its fourth-quarter revenue guidance slightly missed analyst expectations. Traders are debating whether the stock's significant long-term AI growth projections for fiscal 2027 and 2028 represent a compelling buying opportunity or an over-leveraged bet on speculative demand from large-scale AI infrastructure customers.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares are surging after the company reported strong quarterly earnings and raised its full-year guidance, driven by accelerating enterprise AI demand. While many investors are celebrating the growth, the community is divided as skeptics debate whether the rally is sustainable given the company's premium valuation and continued lack of GAAP profitability.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending following its fiscal third-quarter results, where the company exceeded analyst expectations for revenue and earnings and raised its future guidance, though investors expressed concerns regarding margin pressure and supply-chain constraints. While some traders view the resulting price decline as an undervaluation opportunity given the company's strong AI-driven networking and hybrid cloud growth, others remain cautious about potential margin deterioration and structural risks.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx is trading significantly lower after its late-stage study of the experimental Angelman syndrome therapy, GTX-102, failed to meet its primary and secondary endpoints. While some traders view the selloff as an overreaction, pointing to the company's established commercial product portfolio and upcoming regulatory catalysts, many others are expressing concern over the pipeline's growth outlook and the company's future spending plans.

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 is trending as traders focus on the upcoming Cybercab robotaxi launch in Austin, with sentiment split between excitement over the potential technological breakthrough and skepticism regarding the company's valuation and the actual commercial viability of the fleet. The conversation is further fueled by speculation about a possible surprise announcement or short squeeze, though many participants remain cautious about the event potentially being a 'sell-the-news' catalyst.

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 as traders position themselves ahead of upcoming earnings, with significant discussion focused on its potential as an agentic AI play and high levels of short interest. While some community members anticipate an explosive move driven by a short squeeze and strong enterprise demand, others express skepticism regarding the company's growth metrics and leadership.

Ciena Corp. is a network technology company, which engages in the provision of hardware, software, and services to network operators, as well as enabling enhanced network capacity, service delivery, and automation. It operates through the following segments: Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services. The Networking Platforms segment consists of converged packet optical and packet networking portfolios. The Platform Software and Services segment provides analytics, data, and planning tools to assist customers in managing its networking platforms products. The Blue Planet Automation Software and Services segment enables customers to implement large-scale software and IT-led OSS transformations by transforming legacy networks into service ready networks. The Global Services segment offers a broad suite of value-added services. The company was founded by Patrick H. Nettles and Kevin Brian Kimberlin in 1992 and is headquartered in Hanover, MD.

CIENA Corp.

Ciena is trending following a "beat-and-raise" quarterly earnings report, which highlighted strong demand for its optical connectivity solutions driven by AI-led data center infrastructure investments. While the stock initially experienced a significant decline—which some traders described as a "sell-the-news" reaction despite positive results—many in the community view the pullback as a buying opportunity given the company's raised revenue guidance and long-term positioning in the AI networking sector.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is experiencing significant volatility following a second-quarter earnings report that featured a revenue miss and a reduction in fiscal-year guidance due to manufacturing delays. While community members highlight the company's record backlog and potential in the data center sector as long-term bull catalysts, others are expressing concern over thin profit margins and persistent execution challenges.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is facing significant selling pressure as investors and analysts express concerns over the pace of its optical business expansion, despite the company delivering strong quarterly earnings and revenue growth. While the community is debating whether the sharp price decline represents an unjustified overreaction or a necessary valuation correction, many traders are viewing the pullback as a buying opportunity based on the company's long-term fundamentals and role in AI infrastructure.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending following a $464.8 million U.S. Army contract win to produce Locust X3 laser weapon systems, which the community recognizes as a historic move from prototyping to production for directed-energy drone defense. While retail sentiment remains optimistic, some traders express frustration regarding the stock's recent price performance despite the consistent flow of significant government contract awards.

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S4 Honcho Begins U.S. Dealer Deliveries as LiveWire Names Nationwide Giveaway Winner

LiveWire (NYSE: LVWR), a leader in the electric two-wheel industry, today announced the arrival of the first production S4 Honcho Trail motorcycles in the United States, marking the beginning of the companys first mini-moto platform rollout across its U.S. dealer network. This press release...

LiveWire Group Regains Compliance with NYSE Continued Listing Standards

LiveWire Group, Inc. ("LiveWire" or the "Company")(NYSE: LVWR), announced that on August 3, 2026, the New York Stock Exchange ("NYSE") notified the Company that, based on the average closing share price of the Company's common stock for the 30-trading-day period ended July 31, 2026, the Company had...

From Sturgis to Sliding Sideways in Milwaukee: LiveWire and Gas Monkey Garage Reunite to Build a Custom S4 Honcho for New Flat Track Race Class

LiveWire (NYSE: LVWR), a leader in the electric two-wheel industry, today announced a new partnership with Richard Rawlings and Gas Monkey Garage to create a one-of-one custom S4 Honcho Trail motorcycle. The project marks the second collaboration between LiveWire and Gas Monkey Garage, following...

LiveWire Group, Inc. Receives Notice of NYSE Trading Share Price Listing Rule Non-Compliance

LiveWire Group, Inc. (LiveWire or the Company) (NYSE: LVWR) today announced that on July 23, 2026, it had received a deficiency letter from the New York Stock Exchange (the NYSE) notifying the Company that it is not in compliance with applicable price criteria in the NYSEs continued listing...

LiveWire Group (LVWR) Stock Surges Over 58% After Hours: Why is it Moving?

LiveWire Group shares surged 58.44% after hours after company reported higher second-quarter revenue and narrower losses.read more...

LiveWire Group, Inc. Reports 2026 Second Quarter Financial Results

LiveWire Group, Inc. (LiveWire or the Company) (NYSE: LVWR) today reported second quarter 2026 results. The second quarter marked an important step forward in the execution of our strategic growth plan. We successfully commenced production of our all-new S4 Honcho platform, expanding LiveWires...

LiveWire Group, Inc. To Report Second Quarter 2026 Results on July 23, 2026

LiveWire Group, Inc. (NYSE: LVWR) will release its second quarter financial results before market hours on Thursday, July 23, 2026. LiveWire Group, Inc. will not hold a separate earnings call. Harley-Davidson, Inc. management will discuss the results of its LiveWire reportable segment during an...

LiveWire Group, Inc. Commences Production of AllNew S4 Honcho MiniMoto Models

LiveWire Group, Inc. (NYSE: LVWR), a leader in the electric motorcycle industry, today announced the start of production of its newest models, the S4 Honcho Trail and S4 Honcho Street, marking a major milestone in the companys next phase of global growth. This press release features multimedia...

LiveWire Taps Into Off-Road Category with Dusto Moto Acquisition – Deal Seen As ‘Accelerator’ Of Company’s Vision

Equity

The acquisition of Dust Moto will help the electric motorcycle manufacturer tap into the electric powersports market more deeply.

LiveWire Group, Inc. Acquires Dust Moto

LiveWire Group, Inc. (NYSE: LVWR), a leader in the electric twowheel industry, today announced it has acquired the assets of Dust Moto, bringing deep offroad knowledge and expertise to LiveWire, thereby marking a strategic expansion into the electric offroad segment. This press release features...

LiveWire Group, Inc. engages in the manufacture of electric vehicle motorcycles. It operates through Electric Motorcycles and STACYC segments. The Electric Motorcycles segment focuses on the designing and selling of electric motorcycles and also sells electric motorcycle parts, accessories, and apparel. The STACYC segment is involved in designing and selling electric balance bikes for kids, and related parts and accessories. The company was founded on December 7, 2021 and is headquartered in Milwaukee, WI.

LiveWire Group Inc

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	--	-$0.10	--	N/A
Q2 '25	--	-$0.09	--	N/A
Q1 '25	--	-$0.09	--	N/A
Q4 '24	--	-$0.11	--	N/A
Q3 '24	-$0.17	-$0.11	34.00%	BEAT

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