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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's fourth-quarter revenue guidance slightly missed expectations, despite reporting strong third-quarter results and projecting aggressive multi-year AI semiconductor growth. Traders remain divided, with some expressing frustration over the lack of a post-earnings rally while others view the pullback as a buying opportunity given the company's long-term AI infrastructure outlook.

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 drawing significant attention as traders position for the highly anticipated Cybercab launch event in Austin. Sentiment remains largely bullish despite ongoing debate regarding the company's valuation, competition in the autonomous vehicle space, and the risks of a 'sell the news' reaction.

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 as traders analyze its third-quarter earnings report, which featured record revenue and raised guidance but resulted in a share price decline. The community is debating whether the stock is undervalued given its AI infrastructure growth and new Oracle networking deal, or if the pullback is justified by concerns over margin pressure 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 surged following better-than-expected quarterly earnings and an upward revision to full-year guidance, driven by accelerating AI-related revenue. While bulls point to the company's strong execution and role in the enterprise AI cycle, skeptics remain divided over its high valuation and ongoing lack of GAAP profitability.

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 investors react to positive Wall Street price target hikes and analyst upgrades, supported by the company's expanding business lines like prediction markets, the Robinhood Chain, and new banking initiatives. While some traders express frustration over price volatility and suppression, others highlight the stock's growth potential and recovery momentum.

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

The community is debating RARE as a potential recovery play following a sharp decline triggered by the Phase 3 Aspire trial failure of its Angelman syndrome drug. While many traders are cautious due to analyst downgrades and pipeline concerns, others are positioning for a rebound based on the company's existing commercial revenue, cost-cutting initiatives, and an upcoming FDA decision on another gene therapy.

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 is trending following a sector-wide rally in space stocks, which gained momentum after bullish analyst coverage and significant industry activity, including acquisitions and expansion of satellite constellations. Investors remain focused on the company's long-term growth in defense and geospatial intelligence, with sentiment buoyed by positive price action alongside sector peers.

Victoria's Secret & Co. operates as a lingerie, clothing and beauty retailer. It offers bras, panties, lingerie, sleepwear, apparel, sport and swim apparel, and beauty products. The company was founded in 1963 and is headquartered in Reynoldsburg, OH.

Victoria`s Secret & Co

Victoria's Secret is trending following its recent quarterly report, where the company beat earnings expectations and raised its full-year sales guidance. Traders are actively debating the company's turnaround progress and brand strategy, with some noting strong retail performance while others express skepticism regarding long-term growth and market position.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as investors react to a mix of new analyst coverage with bullish price targets, a new strategic partnership with Payward/Kraken, and concerns regarding broader macroeconomic pressures. The community remains divided between long-term bulls highlighting growth and institutional accumulation, and frustrated traders pointing to ongoing price volatility, relative underperformance compared to peers like Robinhood, and skepticism over the company's timeline for S&P 500 inclusion.

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 a sharp sell-off following fiscal first-quarter results, with investors and analysts expressing concerns regarding the pace of its optical business ramp-up despite the company beating earnings and revenue estimates. While some traders view the decline as an overreaction and a long-term buying opportunity, others are concerned about high valuation, margin pressure, and short-term volatility.

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Futures Flat As Yields Ignore Oil Meltup

Futures Flat As Yields Ignore Oil Meltup

 Futures are flats with Tech in line and small caps lagging even as bond yields dip 1bp across the curve, ignoring the continued rise in oil. In a quiet session ahead of tomorrow's jobs report,?Japan remains the standout, with the yen...

Sadie Sink Is Making Calvin Klein Viral — But PVH Stock Isn't Getting The Sydney Sweeney Effect

Equity

Calvin Klein’s provocative new denim campaign is drawing attention, but PVH heads into Wednesday’s earnings with weak retail engagement, international headwinds, and a stock that has lagged apparel peers.


Can Arhaus' Product Innovation Expand Its Luxury Customer Base?

ARHS is pairing product innovation and customization with its signature design aesthetic to deepen luxury customer appeal.

Can Boot Barn's Work Business Extend Its Five-Quarter Growth Streak?

BOOT's work business is accelerating as merchandising, marketing and brand investments drive five straight quarters of growth.

Victoria's Secret stock soars nearly 300% as GLP-1 weight-loss drugs help reshape lingerie buying habits

Victoria's Secret stock soars nearly 300% as GLP-1 weight-loss drugs help reshape lingerie buying habits...

Gap (GAP) Q2 Earnings Beat Estimates

Gap (GAP) delivered earnings and revenue surprises of +4.00% and -1.86%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

BBWI Stock Jumps 7.5% on Q2 Earnings Beat, Fiscal 2026 Outlook Raised

Bath & Body Works stock surges 7.5% after a Q2 earnings beat, stronger direct sales and a higher FY'26 outlook signal improving momentum.

American Eagle Set to Report Q2 Earnings: What's in the Offing?

AEO's Q2 sales are expected to rise 6.8%, as Aerie and OFFLINE momentum may help offset markdown, tariff and ad-spending pressures.

lululemon Q2 Earnings Upcoming: Is It Likely to Surprise Investors?

LULU's Q2 results are likely to reflect international growth and Power of Three X2 gains amid North America softness and margin pressures.

No AI, No Problem: 5 Consumer Stocks Quietly Outperforming Nvidia This Year

Cheesecake Factory, Victoria’s Secret, Cracker Barrel, CarMax and Airbnb have risen 38% to 130%.


$VSXY Q2 &#39;27 Earnings Results &amp; Recap

Victoria&#39;s Secret &amp; Co. is now forecasting fiscal year 2026 net sales of $7.1B to $7.18B, and adjusted operating income in the range of $560M to $590M.

Stocktwits

 Q2 '27 Earnings Results & Recap

Victoria's Secret & Co. is now forecasting fiscal year 2026 net sales of $7.1B to $7.18B, and adjusted operating income in the range of $560M to $590M.

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Stocktwits Earnings

Victoria's Secret & Co. is now forecasting fiscal year 2026 net sales of $7.1B to $7.18B, and adjusted operating income in the range of $560M to $590M.

https://files.quartr.com/streams/2026-09-03/2cb9c9a0-59be-4090-b860-6f9b948833c7/1/live_transcript.jsonl?ref=U3RvY2t0d2l0cw==

VSXY  Earnings Call

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.

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Investors are weighing the company's strong Q2 earnings beat of $0.95 EPS against a minor revenue miss.

Aggressive price swings are fueling debate between traders betting on quick recoveries and those banking on downside momentum.

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