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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks response.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary Q1 update, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly earnings beat expectations, but softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported Chinese orders for export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a sharp neocloud and AI-infrastructure selloff, with traders citing financing and debt concernsespecially around CoreWeaveand doubts about whether AI spending will deliver adequate returns. The community is split between viewing the decline as sector-wide fear and a buying opportunity given continued compute demand, and expecting further weakness until funding risks ease.

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

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing attention after a sharp semiconductor-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

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 caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS shares are drawing attention as traders anticipate the 80th event in the Phase 3 REGAL trial, which would trigger the trials final analysis; the results remain uncertain. The community is split between optimism that the catalyst could support a larger move or attract a buyer and skepticism that the recent rebound reflects anything more than volatile trading without new company news.

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Mindy Grossman: I quit with no job lined up. The next day, Ralph Lauren called.

Mindy Grossman: I quit with no job lined up. The next day, Ralph Lauren called...

Will Ralph Lauren (RL) Beat Estimates Again in Its Next Earnings Report?

Ralph Lauren (RL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Ralph Lauren (RL) Upgraded to Buy: Here's What You Should Know

Ralph Lauren (RL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Ralph Lauren (RL) is a Top-Ranked Growth Stock: Should You Buy?

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Can PVH Leverage Brand Strength and Digital Initiatives to Drive Growth?

PVH Corp.'s powerful Calvin Klein and Tommy Hilfiger brands, digital expansion and AI investments bolster consumer engagement and long-term growth prospects.

If You Invested $1000 in Ralph Lauren a Decade Ago, This is How Much It'd Be Worth Now

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Ralph Lauren (RL) Falls More Steeply Than Broader Market: What Investors Need to Know

The latest trading day saw Ralph Lauren (RL) settling at $384.94, representing a -1.57% change from its previous close.

Spectrum Brands' Innovation and Operational Initiatives Aid Growth

SPB's Q3 sales growth reflects gains across all businesses, with innovation, digital commerce and efficiency efforts driving its strategy.

Crocs' Brand Strength and Product Innovation to Bolster Growth

CROX is banking on product innovation, digital expansion and cost controls to drive growth and protect margins amid rising costs and competition in the footwear market.

Is GIL Stock a Buy as Low Valuation Meets HanesBrands Execution Risk?

Gildan trades at a steep valuation discount after a sharp stock decline, as HanesBrands synergies and earnings growth face retail weakness and rising debt.

Ralph Lauren Corp. engages in the design, marketing, and distribution of luxury lifestyle products, including apparel, footwear and accessories, home, fragrances, and hospitality categories. The firm offers products under the brands of Ralph Lauren, Ralph Lauren Luxury, Lauren Ralph Lauren, Polo Ralph Lauren, Lauren Ralph Lauren, Chaps and Hospitality. It operates through the following segments: North America, Europe, and Asia. The North America segment offers Ralph Lauren branded apparel, accessories, home furnishings, and related products made through the retail and wholesale businesses in the U.S. and Canada. The Europe segment includes Ralph Lauren branded products made through the retail and wholesale businesses in Europe and emerging markets. The Asia segment consists of Ralph Lauren branded products made through the retail and wholesale businesses in Asia, Australia, and New Zealand. The company was founded by Ralph Lauren in 1967 and is headquartered in New York, NY.

Ralph Lauren Corp - Ordinary Shares - Class A

CSCO, SPOT, DASH Stocks In Focus: Bank Of America Turns Bullish Ahead Of Earnings

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Wall Street analysts at Bank of America believe several high-performing companies present compelling buying opportunities prior to releasing their quarterly results.&nbsp;</li><li>Growth tailwinds range from artificial intelligence initiatives and currency stabilization to tariff relief and expanding market share across key sectors.&nbsp;</li><li>Several major corporate releases scheduled for early August are expected to serve as key triggers for potential stock re-ratings.&nbsp;</li></ul>As the corporate reporting season gathers momentum, Bank of America has highlighted several top-tier equities positioned for notable upside ahead of their quarterly financial updates.&nbsp;Equity analysts at BofA view companies such as Spotify Technology (SPOT), Ralph Lauren (RL), DoorDash (DASH), and Cisco Systems (CSCO) as attractive pre-earnings buys with solid multi-quarter growth trajectories, according to research screened by CNBC.&nbsp;SPOT stock was down 2%, DASH rose 3%, and CSCO fell 1% on Monday.&nbsp;<h2 class="st-heading-2">BofA Outlook On SPOT, DASH, CSCO, RL</h2>Spotify Technology: Bank of America analyst Jessica Reif Ehrlich reaffirmed her bullish stance on the audio streaming titan ahead of its August 4 earnings report. The investment bank projects second-quarter results to demonstrate steady underlying key performance indicators (KPIs) alongside accelerating revenue growth, largely supported by easing foreign exchange headwinds.Following Spotify’s investor event in May, the firm expressed heightened confidence in the platform's strategic direction. While the company's ultimate positioning in the artificial intelligence landscape remains in its early stages, analysts highlighted Spotify's impressive AI product roadmap and ongoing development efforts. Strong pricing power and upcoming digital initiatives further reinforce the buy thesis following a 9% stock rally in July.Ralph Lauren (RL): Apparel giant Ralph Lauren remains on track to sustain its multi-quarter "beat and raise" pattern as it prepares to report financial metrics on August 4. Analyst Kendall Toscano noted that the stock presents a compelling valuation, arguing that investor concerns over demand deceleration are overdone.The bank highlights continued strength in sales volume and average unit retail (AUR) metrics, accompanied by potential gross margin expansion driven by a favorable tariff climate. Bank of America maintains that long-term, margin-accretive expansion opportunities persist across underpenetrated geographic regions and product lines.DoorDash (DASH): DoorDash’s year-to-date stock underperformance presents a favorable setup for a valuation re-rating in the second half of 2026, according to Bank of America analysts.The brokerage emphasized that the delivery platform’s strategic cost guidance provides significant operational and expense flexibility. Analysts anticipate year-over-year margin enhancement alongside accelerating product rollouts entering 2027, positioning the equity for a potential rebound as profitability trends improve.Cisco Systems (CSCO): Heading into its upcoming earnings disclosure, networking giant Cisco Systems remains a key focus for institutional investors evaluating enterprise tech demand.Bank of America’s outlook centers on four primary catalysts: continued momentum in artificial intelligence order flows and backlog conversion, accelerating revenue growth within its Campus business segment, gross margin stabilization despite rising memory costs and cloud infrastructure shifts, and the formal rollout of fiscal year 2027 financial guidance.<h2 class="st-heading-2">CSCO, DASH, SPOT: Retail View&nbsp;</h2>Retail sentiment was ‘extremely bullish’ for SPOT stock, ‘bullish’ for DASH and ‘bearish’ for CSCO, with ‘normal’ message volumes across the three stocks.&nbsp;CSCO stock has gained 47% year-to-date, SPOT lost 16%, and DASH slipped 13%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cisco is a US company from the telecommunications industry and is primarily known for its routers and switches

Bank of America recommends purchasing select stocks, including Spotify, Ralph Lauren, RB Global, DoorDash, and Cisco Systems, ahead of their quarterly financial releases.

Cisco Systems, Inc.

DoorDash Inc - Ordinary Shares - Class A

Spotify Technology S.A.

Hold rates steady

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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.

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