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Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscalers Investor Day has fueled a rally as management reaffirmed its outlook and highlighted a long-term growth ambition, alongside an AI-security collaboration with IBM and Red Hat; analysts responded with multiple price-target hikes. Traders are broadly encouraged by the AI-security opportunity, though some question whether the long-term growth goals justify the valuation.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgans upcoming third-quarter results are drawing attention, with traders watching options activity and debating how the report may affect the stock. The discussion also reflects pressure on bank shares from rising yields: some see the pullback as a buying opportunity, while others worry about loan growth, deposit costs and credit risks.

Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

Technology Select Sector SPDR Fund

XLK is drawing attention as traders discuss technologys strong sector leadership and a possible breakout, with AI and semiconductor exposure helping sustain interest. The bullish technical view is tempered by concerns about narrow market breadth, stretched momentum, and whether tech leadership could give way to rotation into other sectors.

Amplify Commodity Trust - Breakwave Tanker Shipping ETF

Breakwave Tanker Shipping ETF

Iran-related attacks and disruption around the Strait of Hormuz are keeping tanker availability tight and freight rates elevated, driving attention to BWETs tanker-futures exposure. Traders are split between viewing persistent shipping risks as supportive and warning that the funds steep run-up leaves it vulnerable to a sharp reversal if tensions ease or traffic normalizes.

Robinhood GLD is a tokenized representation of SPDR Gold Shares (GLD) common stock, issued on Robinhood Chain, Robinhood's own blockchain built to bring tokenized real-world assets on-chain. Each token is designed to track the price of the underlying GLD share, giving holders on-chain price exposure to SPDR Gold Shares's stock. The token is freely transferable and composable across the Robinhood Chain ecosystem. It's part of Robinhood's broader initiative to expand access to tokenized U.S. equities via blockchain technology, alongside a wider lineup of tokenized stock tokens launching on the same network.

GoldCoin

Golds sharp pullback and rebound are driving discussion, with traders linking recent weakness to elevated Treasury yields, a stronger dollar and hawkish Fed-rate expectations. The community is split between looking for a technical bottom and expecting more downside, while some see easing dollar or yield pressure as support for a recovery.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

LINKs volatile rebound has traders watching for a breakout, while bullish holders point to Chainlinks role in institutional tokenization and crypto infrastructure. Others see the move as a short-lived pump, note its correlation with broader crypto markets, and question whether network adoption will translate into value for the LINK token.

GEOM maps the world's oil fields, mines, rare earths, and power plants, tracks what is and isn't tokenized, and cryptographically signs every dataset it publishes. Anyone can verify what we said and when. No account, no key, no permission. Sources include the WRI Global Power Plant Database and Global Energy Monitor (CC BY 4.0), attributed in full inside the app. Most of it already exists, spread across filings and terminals no one reads. GEOM gathers it and records where each figure came from.

GEOM

GEOM is drawing attention as traders discuss its proposed platform for tokenizing oil and mineral assets and royalties, including a possible connection to Greenland-related projects and anticipated platform or partner updates. Bulls are accumulating on the real-world-asset thesis, while skeptics point to the tokens thin liquidity, sharp declines, and unproven execution.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is drawing attention amid a broad rally in Brazilian equities after Brazils first-round election results, which traders see as a potentially market-friendly political shift. The move has prompted bullish momentum and options chatter, alongside caution that gains may be driven by macro sentiment rather than company-specific news.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs push to fresh highs is drawing attention after Goldman Sachs upgraded the stock, citing sovereign-AI demand and growth in customized software applications. Bulls point to the breakout and AI growth prospects, while skeptics argue the valuation is stretched and question whether the momentum can hold.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has heightened fears that it could eventually compete with AT&T and other major wireless carriers, weighing on T shares. Traders are divided between viewing the selloff as an overreaction given the years and infrastructure needed to build a rival network, and seeing the move as a credible long-term threat; many are buying the dip and citing AT&Ts dividend.

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Metallus Bags $995 Mln Contract To Supply Steel For Critical Defense Applications; Stock Up 5%

(RTTNews) - Metallus Inc.(MTUS), a maker of alloy steel, carbon and micro-alloy steel products, said on Tuesday that it has secured a contract to supply steel for critical defense applications...

Metallus Awarded $995 million Contract for Critical Defense Applications from U.S. Defense Logistics Agency; Receives Initial $125 Million Delivery Order

Metallus Awarded $995 million Contract for Critical Defense Applications from U.S. Defense Logistics Agency; Receives Initial $125 Million Delivery Order Metallus Awarded $995 million Contract for Critical Defense Applications from U.S. Defense Logistics Agency; Receives Initial $125 Million...

Metallus Announces Planned Retirement of Chief Executive Officer Michael Williams; Kristopher Westbrooks Named Successor

Metallus Announces Planned Retirement of Chief Executive Officer Michael Williams; Kristopher Westbrooks Named Successor Metallus Announces Planned Retirement of Chief Executive Officer Michael Williams; Kristopher Westbrooks Named Successor PR Newswire CANTON, Ohio, Aug. 31, 2026 CANTON, Ohio...

Metallus and U.S. Army Mark Commissioning of New Assets for Critical Defense Materials

Metallus and U.S. Army Mark Commissioning of New Assets for Critical Defense Materials Metallus and U.S. Army Mark Commissioning of New Assets for Critical Defense Materials PR Newswire CANTON, Ohio, Aug. 26, 2026 CANTON, Ohio, Aug. 26, 2026 /PRNewswire/ -- Metallus (NYSE: MTUS), a leader in...

CRS Earnings Beat Estimates in Q4 on Pricing, Shares Rise 7%

Carpenter Technology beats on Q4 earnings as Specialty Alloys Operations strength, pricing and higher shipments lift revenues, margins and operating income.

Metallus Earns AS9100D Certification

Metallus Earns AS9100D Certification Metallus Earns AS9100D Certification PR Newswire CANTON, Ohio, Aug. 4, 2026 CANTON, Ohio, Aug. 4, 2026 /PRNewswire/ -- Metallus (NYSE: MTUS), a leader in high-quality specialty metals, manufactured components, and supply chain solutions, today announced it has...

Metallus (MTUS) Matches Q2 Earnings Estimates

Metallus (MTUS) delivered earnings and revenue surprises of 0.00% and +3.01%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Metallus Announces Second-Quarter 2026 Results

Metallus Announces Second-Quarter 2026 Results Metallus Announces Second-Quarter 2026 Results PR Newswire CANTON, Ohio, Aug. 3, 2026 Net sales of $341.0 million, up 11% sequentially and 12% year over year, while net income increased to $8.9 million from $5.4 million in the first quarter and $3.7...

Carpenter Technology (CRS) Q4 Earnings and Revenues Surpass Estimates

Carpenter (CRS) delivered earnings and revenue surprises of +6.60% and +0.38%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

NWPX Infrastructure (NWPX) Beats Q2 Earnings and Revenue Estimates

NWPX Infrastructure (NWPX) delivered earnings and revenue surprises of +21.81% and +3.19%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Metallus, Inc. engages in the manufacture of alloy, carbon and micro-alloy steel products. The firm's products include special bar quality steel, seamless mechanical tubing, gears, grades of steel, jumbo bloom vertical caster, TimkenSteel ultrapremium technology, and TimkenSteel endurance steels. Its services include thermal treatment, value added components, technical support and testing, supply chain, and TimkenSteel portal. The company was founded on October 24, 2013 and is headquartered in Canton, OH.

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$MTUS Metallus awarded $995M Department of War contract 
 
Metallus has been awarded a maximum $995,000,000 firm-fixed-price contract for High Fragmentation 1 Steel. The was a sole-source acquisition using justification 10 U.S. Code 3204 (a)(3)(A), as stated in Federal Acquisition Regulation 6.103-3 (b)(1). This is a five-year contract with no option periods. The performance completion date is Sept. 24, 2031. Using military services are Army, Marine Corps, Navy, Air Force and Space Force. Type of appropriation is fiscal 2025 through 2029 transaction funds.

DonCorleone77

$MTUS Metallus Awarded $995 million Contract for Critical Defense Applications from U.S. Defense Logistics Agency; Receives Initial $125 Million Delivery Order

Day Trader

Metallus (`MTUS`) is this morning's standout. The Defense Logistics Agency gave it a sole-source contract worth up to **$995M** over five years to supply steel for 155mm artillery shells to every service branch. That's a ceiling, not guaranteed spending, but it's a rare large munitions award for a small company. This covers Thursday through this morning. Today's Pentagon contract list usually posts around 2pm PT, so it isn't included yet.

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