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Invesco QQQ Trust Series 1

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 shares surged following second-quarter results that significantly surpassed analyst expectations, driven by record-breaking AI server demand and a massive increase in its full-year revenue outlook. While community members debated the stock's valuation and long-term sustainability due to its supply-chain-heavy business model, the overall sentiment remains overwhelmingly bullish regarding the company's role in the AI infrastructure buildout.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The DIA is trending lower alongside broader markets as geopolitical tensions in the Middle East and rising oil prices fuel investor anxiety over inflation and potential interest rate hikes. Traders are closely monitoring Treasury yields and upcoming economic data for clarity on the Federal Reserve's policy direction.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

Edison International shares are experiencing high volatility as traders react to reports that lawmakers failed to pass a wildfire liability reform bill, leaving the utility exposed to potential legal risks. While some investors view the resulting price drop as an overreaction and a buying opportunity, others remain cautious due to ongoing litigation and regulatory uncertainty surrounding recent wildfires.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Traders are closely monitoring the market's reaction to geopolitical escalation in the Middle East, specifically rising crude oil prices and spiking Treasury yields, which are driving broad uncertainty. While AI-focused earnings results like those from Dell Technologies are receiving attention, sentiment remains cautious due to fears that these macroeconomic pressures could force the Federal Reserve to reconsider interest rate hikes.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E shares experienced significant volatility following reports that California lawmakers blocked a legislative effort to provide wildfire liability protection for utilities. While some traders view the resulting selloff as an overreaction and speculate on a potential recovery or short squeeze, others have downgraded the stock due to lingering financial and wildfire liability risks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The community is expressing heightened concern over a confluence of geopolitical tensions in the Middle East, rising oil prices, and surging Treasury yields that are weighing on growth-focused equities. While some traders are capitalizing on bearish momentum and volatility, others remain focused on technical levels and potential interventions, resulting in a fractured and cautious market sentiment.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

Traders are closely monitoring the Federal Reserve's monetary policy and the potential for rate hikes, with discussion frequently shifting between inflation data and geopolitical tensions in the Middle East. While some investors advocate for broad index funds like VOO as a long-term hedge, others express skepticism about current market valuations and the sustainability of the AI-driven rally.

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 is seeing significant attention from traders ahead of its upcoming earnings report, with sentiment divided between those expecting a strong performance driven by AI chip demand and those concerned about potential guidance disappointment. The community is closely watching how the company converts its recent AI bookings into revenue, with many participants viewing the current price as undervalued despite recent downward pressure.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending due to a significant $10.2 billion Hong Kong share placement aimed at funding AI infrastructure, which has triggered concerns regarding shareholder dilution despite being oversubscribed by institutional investors. While sentiment remains divided, many traders are focused on the company's aggressive AI expansion, recent insider buying by top executives, and the stock's volatility in response to this financing.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is receiving attention due to uncertainty surrounding ERCOT's "Batch Zero" conditional classification process and shifting sentiment regarding data center power demand. While some traders view the recent price decline as a buying opportunity given the company's contracted power pipeline and hyperscaler partnerships, others express frustration over the sustained downtrend and broader market volatility.

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What Is Cathie Wood Buying Now? Nvidia, SpaceX And Crypto Stocks Led ARK’s August Trades – While Cutting These Growth Stocks

Equity

Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month.


Cloudflare Introduces Adaptive Intelligence; Reverses the Economics of Automated Cyber Attacks

Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Adaptive Intelligence, a new continuous detection engine built directly into Cloudflare Bot Management. Powered by insights from trillions of requests across Cloudflares massive global network, Adaptive...

On Nvidia Earnings Day, Cathie Wood’s ARK Loaded Up $20M On Rival Chip Stock

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds. 

CrowdStrike Posts Best Quarter Ever, but Cathie Wood's Ark Sells Shares Amid Cloudflare, Cerebras Buys

On Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.read more...

Can Cloudflare's Workers Platform Become a Key Growth Engine?

NET's Workers platform is gaining traction among developers and enterprises, potentially making it a key growth driver as AI adoption accelerates.

Cloudflare vs. Palo Alto Networks: Which Cybersecurity Stock Is the Better Buy?

Key PointsCloudflare is growing faster but still faces operating losses, and its revenue growth could begin to decelerate...

Why Cloudflare (NET) is a Top Momentum Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Cloudflare Stock is Soaring as Agentic AI Proliferates

AI agents are generating more internet traffic than humans...

$1000 Invested In Cloudflare 5 Years Ago Would Be Worth This Much Today

Cloudflare (NYSE:NET) has outperformed the market over the past 5 years by 8.0% on an annualized basis producing an average annual return of 19.4%. Currently, Cloudflare has a market capitalization of $106.96 billion.read more...

PANW vs. NET: Which Cybersecurity Stock Has an Edge Right Now?

Palo Alto Networks' stronger execution, SASE growth and lower valuation give it an edge over Cloudflare despite Cloudflare's AI security momentum.

• Reported GAAP EPS of -$0.48 down -220.00% YoY
• Reported revenue of $696.06M up 35.87% YoY

Cloudflare, Inc. faces persistent net losses, execution risks from its AI-first operational transition and workforce reduction, and intense, increasing competition that could negatively impact its future financial performance and market share.

Cloudflare, Inc. demonstrated strong growth with a 36% revenue increase, continued expansion of its large enterprise customer base, and a significantly larger global network presence compared to the prior year.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Bearish Sentiment

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.34	--	--	N/A
Q2 '26	$0.27	$0.29	8.04%	BEAT
Q1 '26	$0.23	$0.25	8.42%	BEAT
Q4 '25	$0.27	$0.28	3.21%	BEAT
Q3 '25	$0.23	$0.27	17.36%	BEAT

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