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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 trending as investors digest a major earnings beat and revenue growth, though the stock has faced high volatility amid community debate over capital expenditure plans and potential dilution. While bulls are encouraged by the record performance and AI demand, bears are scrutinizing the company's GAAP losses and future spending commitments, leading to heavy after-hours trading and significant uncertainty about the immediate price direction.

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 facing significant downward pressure following disappointing quarterly earnings and investor concerns over the company's aggressive AI capital expenditure. The community is sharply divided, with some traders hunting for a technical bounce while others argue the stock's valuation remains unsustainable given increasing competition.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk Inc is currently facing intense selling pressure as investors express deep frustration over the stock's persistent downtrend and a perceived lack of meaningful engagement from leadership despite recent executive hires. Community sentiment remains highly polarized, with active debates centered on whether the shares represent a deep-value opportunity for long-term accumulation or a declining asset destined for further lows.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is generating significant market activity as investors weigh upcoming FDA advisory committee votes on peptide compounding against potential growth in the digital health sector. While some market participants anticipate a sell-the-news event, the community remains actively divided between bullish sentiment regarding the company's long-term platform expansion and bearish concerns over regulatory hurdles and high short interest.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending after delivering a double earnings beat and raising its full-year guidance, driven by a record backlog and surging demand for missile systems amidst global military replenishment needs. The community is actively discussing the stock's breakout from consolidation, the impact of significant defense spending bills, and the broader momentum in the aerospace and defense sector as geopolitical tensions remain high.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is facing intense volatility as investors debate the impact of shifting interest rates and geopolitical risks on its AI-driven lending business. The community is sharply divided, with some betting on a potential short squeeze fueled by high short interest and upcoming earnings, while others express deep frustration over the stock's inability to sustain momentum compared to the broader fintech sector.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors digest news regarding the company advancing as a finalist for the Kenya-based Mrima Hill rare earth project, a development seen as a strategic play for Western critical mineral supply chains. The community remains deeply divided, with bulls pointing to the project's long-term geopolitical importance and institutional backing, while bears raise concerns about share dilution, past project delays, and the company's communication transparency.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors weigh strong earnings and surging AI-driven contract growth against broader market volatility and concerns over enterprise software competition. The community remains divided, with bulls pointing to fundamental AI adoption as a catalyst for future gains, while bears argue that macro headwinds and competitive pressures could suppress further upside.

Re is an internet-native marketplace for insurance capital. It connects eligible capital providers with fully collateralized reinsurance activity conducted through licensed insurance entities. Blockchain infrastructure makes collateral, reserves, and selected operating data verifiable onchain. RE is the governance token of the Re Protocol. It governs protocol upgrades, technical permissions, committee formation, reporting standards, incentive policy, and governance procedures. Underwriting, claims, pricing, reserve decisions, and regulated operations remain with qualified professionals and licensed entities.

RE is experiencing significant trading activity and community buzz following its recent listing on major platforms, with many traders closely monitoring its potential for a short squeeze as it attracts attention for its reinsurance protocol utility. While some investors are actively accumulating the token in anticipation of further price discovery, others are debating the risks of volatility and the upcoming token dilution schedule.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is trending as investors capitalize on a robust defense supercycle, highlighted by record order backlogs and steady contract wins for critical systems like Patriot and Tomahawk missiles. The community is actively discussing the stock's growth potential amid rising geopolitical tensions, with many weighing the impact of multi-year government funding against recent volatility in the aerospace and defense sector.

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Summit Therapeutics Reports Financial Results and Operational Progress for the Second Quarter and Six Months Ended June 30, 2026

Summit Therapeutics Inc. (NASDAQ: SMMT) today reported its financial results for the second quarter and six months ended June 30, 2026 and provided an update on clinical and operational progress. The clinical momentum of ivonescimab continues to build, with two recent key data readouts that...

FDA Accepts RVMD's Filing for Daraxonrasib in Pancreatic Cancer 

Revolution Medicines' FDA filing for daraxonrasib in metastatic pancreatic cancer enters an accelerated review program, bringing its first commercial product closer.

SMMT Shares Updated Ivonescimab Survival Data From NSCLC Study 

Summit announces updated HARMONi overall survival data and partners with Arcus to test ivonescimab in kidney cancer, expanding its late-stage development.

Arcus Biosciences and Summit Therapeutics Enter into Clinical Trial Collaboration to Evaluate Casdatifan Combined with Ivonescimab in Kidney Cancer

Arcus Biosciences, Inc. (NYSE: RCUS), a clinical-stage, global biopharmaceutical company focused on developing differentiated molecules and combination therapies for people with cancer and inflammatory and autoimmune diseases, and Summit Therapeutics Inc. (Nasdaq: SMMT), a biopharmaceutical company...

SMMT Stock Gains After Summit Reports Strong Lung Cancer Survival Results — Investors Await Q2 Earnings

Equity

Summit said it has already shared the latest safety data with the U.S. Food and Drug Administration.


Summit Therapeutics to Host Second Quarter 2026 Financial Results & Operational Progress Call on July 23, 2026

Summit Therapeutics Inc. (Nasdaq: SMMT) will host a conference call to announce its second quarter 2026 financial results and provide an update on operational progress on Thursday, July 23, 2026. The call is scheduled to take place at 4:30 p.m. EDT. The live and archived webcast can be accessed...

Summit to Divest Late-Stage Antibiotic Drug to Biossil in $105M Deal

SMMT divests investigational antibiotic ridinilazole to Biossil for upfront cash, milestone payments and royalties as it sharpens its focus on oncology.

Summit Therapeutics Signs Agreement to Sell Phase III Asset Ridinilazole to Biossil, Inc.

Summit Therapeutics Inc. (NASDAQ: SMMT) today announced it has signed an agreement with Toronto-based Biossil, Inc. for the sale of ridinilazole, an investigational Phase III precision antibiotic owned by Summit. Biossil is an artificial intelligence (AI)-native biopharma company focused on...

Recursion Pharmaceuticals vs. Summit Therapeutics: Which Healthcare Stock Is a Better Buy in 2026?

Key PointsRecursion Pharmaceuticals leverages an artificial intelligence platform to decode biology and automate the drug discovery process...

The New Cancer Moonshot: Innovative Companies Pursuing Game-Changing Therapies

Cancer treatment is undergoing one of the most significant transformations in modern medical history.

$SMMT Q2 &#39;26 Earnings Results &amp; Recap

Reported GAAP EPS of -$0.28 up 63.16% YoY

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Summit Therapeutics Inc

 Q2 '26 Earnings Results & Recap

Reported GAAP EPS of -$0.28 up 63.16% YoY

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$SMMT Q2 '26 Earnings Results & Recap

Reported GAAP EPS of -$0.28 up 63.16% YoY

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

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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