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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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Telesat (TSAT) Q2 2026 Earnings Call Transcript

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Full Transcript: Telesat Q2 2026 Earnings Call

Telesat (TSX:TSAT) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below.
This content is powered by Benzinga APIs. For comprehensive financial data andread more...

Telesat Q2 2026 Earnings Call Transcript

On Thursday, Telesat (NASDAQ:TSAT) discussed second-quarter financial results during its earnings call. The full transcript is provided below.
This transcript is brought to you by Benzinga APIs. For real-time access toread more...

Globalstar (GSAT) Reports Q2 Loss, Lags Revenue Estimates

Globalstar (GSAT) delivered earnings and revenue surprises of -155.56% and -11.22%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Satellogic Inc. (SATL) Reports Q2 Loss, Beats Revenue Estimates

SATELLOGIC INC (SATL) delivered earnings and revenue surprises of -333.33% and +70.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Telesat (TSAT) Moves 36.3% Higher: Will This Strength Last?

Telesat (TSAT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Gilat to Report Q2 Earnings: Here's What Investors Should Know

GILT heads into Q2 earnings with defense and in-flight connectivity momentum, major orders and a planned acquisition, but execution risks remain in focus.

MDA SPACE AWARDED $474 MILLION TO EXPAND THE TELESAT LIGHTSPEED LEO CONSTELLATION

MDA SPACE AWARDED $474 MILLION TO EXPAND THE TELESAT LIGHTSPEED LEO CONSTELLATION MDA SPACE AWARDED $474 MILLION TO EXPAND THE TELESAT LIGHTSPEED LEO CONSTELLATION PR Newswire TORONTO, Aug. 4, 2026 Follow-on order of MDA AURORAsatellites will enable Telesat to meet the needs of both commercial and...

Zacks Industry Outlook Highlights Gilat Satellite Networks, Telesat and Satellogic

Gilat Satellite Networks, Telesat and Satellogic are positioned to benefit from rising demand for satellite connectivity despite near-term industry challenges.

3 Stocks to Watch From the Satellite and Communication Industry

Amid macroeconomic volatility, steady global connectivity bodes well for Zacks Satellite and Communication industry participants, such as GILT, TSAT and SATL.

Telesat Corp. engages in the provision of satellite communications and consulting services. It operates through Geostationary (GEO) and Low Earth Orbit (LEO) segments. It is a global satellite operator, providing mission-critical communications solutions to support the requirements of sophisticated satellite users throughout the world and consists of 14 geostationary satellites and the Canadian payload on Viasat-1. The company was founded in 1969 and is headquartered in Ottawa, Canada.

Telesat Corp - Ordinary Shares - Class A

SpaceX Fever Is Spreading Across Space Stocks — Here’s Why New Street Is Bullish On RKLB, SATS And VSAT

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$TSAT we seem to be hitting the news pretty regularly these days but still missing the real announcement: the debt. Sin I think and when it happens my best guess...$52 today → ~$65 on tentative refi mid Oct → ~$75–85 when the market becomes comfortable with the new capital structure mid Nov → potentially $90–100+ as Lightspeed gets valued on its backlog/execution mid Dec... and a 12 month target of $150. maybe 10% off this to account for dilution.

Michel Dionne

$TSAT what does the board think of what was written in the investment book given to big money from Carney on TSAT? 
 
Do some DD. 
 
Why is this market cap less than 4 or 5B today?

$TSAT got assigned on some 50 calls.. with a 48.8 close.. who the dumbass making me pay taxes?

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TSAT Telesat Corp - Ordinary Shares - Class A

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