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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 is seeing intense volatility following its earnings report, where shares initially slid on a slight fourth-quarter revenue guidance miss before recovering sharply as management highlighted massive AI revenue projections for fiscal 2027 and 2028. Traders are debating the sustainability of the company's reliance on custom AI chip orders from major hyperscalers, with sentiment currently split between those anticipating a major breakout and those concerned about execution risks and valuation.

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 trading in a volatile range as investors focus on the highly anticipated Cybercab launch event in Austin, with sentiment sharply divided between optimism for autonomous driving advancements and skepticism regarding valuation and commercial execution. While many traders remain bullish on the long-term potential of robotaxis and AI-driven growth, others are actively betting on a "sell the news" event or deeper price pullbacks due to competitive and fundamental concerns.

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 a third-quarter earnings report that beat expectations on both earnings and revenue, bolstered by strong AI-driven growth and a record backlog. While the company raised its future guidance, shares experienced after-hours volatility as traders weighed these strong results against management's comments regarding margin pressures and supply-chain constraints.

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 experiencing significant volatility following strong quarterly results and raised guidance, fueling a debate between investors optimistic about accelerating enterprise AI demand and skeptics concerned by a high valuation and lack of GAAP profitability.

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 trending as investors react to a significant sell-off following a guidance cut and missed revenue expectations in its recent earnings release. The conversation is dominated by debate over the company's execution risks versus its long-term growth prospects, with traders specifically focusing on the company's ability to convert a multi-billion dollar backlog into profitable revenue amid manufacturing delays.

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

Shares of Ultragenyx Pharmaceutical experienced a sharp decline following the company's announcement that the Phase 3 clinical trials for its experimental bone disease drug, setrusumab, failed to meet their primary endpoints for fracture reduction. Investors and analysts expressed concern over the clinical setback and potential impact on the company's financial outlook, leading to widespread selloffs and downward revisions in price targets from multiple brokerage firms.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as investors monitor semiconductor capital expenditure and long-term demand for advanced lithography systems. Market participants are debating the company's valuation, its competitive position against emerging domestic technologies in China, and how its critical role in the AI chip supply chain will influence future financial performance.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is trending due to significant investor enthusiasm regarding its role in the AI infrastructure and cloud observability space, alongside strong recent financial performance. Sentiment is largely bullish as traders highlight its growth potential and platform stickiness, though some maintain concerns regarding its premium valuation.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing significant volatility as traders debate its shift from Bitcoin mining to AI data center operations, with many discussing a potential short squeeze amid heavy short interest and speculation regarding an undisclosed multi-billion dollar partnership. While some investors remain cautious about broader market headwinds and the lack of official deal confirmation, bulls are focused on the company's ambitious power capacity expansion and its value relative to other data center providers.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival Corp shares are trending as investors weigh strong company fundamentals, including record bookings and debt reduction, against ongoing volatility driven by rising oil prices and geopolitical tensions in the Middle East. While some traders view the current price as a buying opportunity given the company's growth strategy, others remain cautious due to potential macro headwinds impacting the broader cruise sector.

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Why Did RARE Stock Slump 46% After-Hours?

RARE Stock Heads For Record Low: Angelman Trial Miss Leads To Wall Street Downgrades – This Analyst Sees Another Problem Ahead

Equity

William Blair downgraded Ultragenyx to ‘Market Perform’ from ‘Outperform,’ stating the miss could have negative implications for Ultragenyx’s other Angelman syndrome trial.


Why Did RARE Stock Slump 46% After-Hours? 

Ultragenyx said the late-stage Aspire study of apazunersen, also known as GTX-102, did not meet its primary goal or key backup goal in a late-stage trial. 


4 Rare Disease Drugmakers With Strong Long-Term Growth Prospects

ALNY, BMRN, RARE and BBIO offer rare-disease growth potential through strong products, pipeline catalysts and high unmet medical needs.

RARE Stock Gains on FDA Nod for Rare Disease Gene Therapy Genglycos

Ultragenyx stock rises as Genglycos wins FDA's accelerated approval as the first treatment targeting the underlying cause of GSDIa, boosting its rare-disease portfolio.

Ultragenyx’s Gene-Therapy Win Could Unlock A ‘Long Revenue Tailwind,’ Says Wells Fargo — This Analyst Sees 265% Upside For RARE Stock

Analysts raised their price targets on RARE stock after the FDA granted accelerated regulatory approval for its rare metabolic disease therapy.


Futures Slide As Treasury Yields Surge, Erasing Bessent Intervention, Driven By Oil Spike

Futures Slide As Treasury Yields Surge, Erasing Bessent Intervention, Driven By Oil Spike

 US futures slide and are trading at session lows,?as bond yields surge after yesterday's Treasury announcement, having now erased the entire post buyback-boost move; yields are 4-5bps higher as...

RARE Stock Jumps 6% After-Hours On First Gene Therapy Approval, New Priority Review Voucher  

The FDA granted accelerated approval to GENGLYCOS, also called DTX401, for patients aged eight and older with glycogen storage disease type Ia (GSDIa). 


RARE Stock Clocks Two Consecutive Days Of Losses Ahead Of Weekend FDA Decision On Gene Therapy 

The FDA is due to rule by August 23 on Ultragenyx’s application for DTX401, a one-time gene therapy for von Gierke disease. 


Ultragenyx's Q2 Earnings Beat Estimates, Revenues Jump Y/Y

RARE beats Q2 earnings estimates as revenues surge year over year to a record quarterly high, driven by higher product sales across its portfolio.

Ultragenyx (RARE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Ultragenyx (RARE) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

• Reported GAAP EPS of -$0.90 up 23.08% YoY
• Reported revenue of $214M up 28.53% YoY
• Ultragenyx Pharmaceutical Inc. reaffirms its 2026 full-year total revenue guidance of $730 million to $760 million, excluding potential new product launches, while remaining on track toward profitability in 2027.

Ultragenyx Pharmaceutical Inc. continues to report net losses and a declining cash balance, while maintaining significant structural dependency on third-party partners for the commercialization of its primary revenue-generating product.

Ultragenyx Pharmaceutical Inc. achieved record quarterly revenue and remains on a clear path to profitability by 2027, supported by anticipated expense reductions and a robust pipeline of upcoming clinical catalysts.

Extremely Bullish 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.

Stocktwits

Stocktwits Polls

Traders are debating the 45%+ sell-off following the Phase 3 Aspire trial failure for the Angelman syndrome candidate.

Investors are shifting focus to the September 19th PDUFA date, viewing it as a potential recovery catalyst.

Many are calling the sharp decline an overreaction, pointing to steady annual revenue and a strong remaining product portfolio.

Skeptics are questioning unusual put option activity detected minutes before the negative news release.

Current Price	$26.53
Prev Close	$25.81
Open	$25.96
Dividend Yield	0.00%
50-Day Moving Average	$28.27
Beta	1.13
Avg. Volume	2.13M
PE Ratio	-4.54

52-Week High	$39.89
52-Week Low	$18.29
Market Capitalization	$2.54B
EPS (Annual)	-$5.83
Price to Book	-8.96
Revenue Per Employee	$490,882.57

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