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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the UAE's broad authorization of its flagship therapy for multiple indications, a regulatory milestone that underscores the company's expanding global footprint. Investors are actively debating the timing of potential international partnerships and anticipating upcoming earnings, while community sentiment remains split between excitement over clinical momentum and frustration with ongoing share price volatility.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors rally behind a strong earnings report that highlighted accelerating Azure cloud growth and successful AI monetization. The community is focused on the stock's role as a market stabilizer amidst broader tech volatility, with many traders discussing potential short squeezes and long-term accumulation strategies.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending following a massive Q2 earnings beat, where record network volume and adjusted EBITDA growth highlight the company's ability to scale efficiently in a challenging macro environment. The community is actively debating the company's strong fundamentals and significant institutional ABS demand, with many investors pointing to the disconnect between its robust performance and its current market valuation.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as investors weigh strong fundamental performance and positive earnings reports against broader sector volatility and heavy selling pressure linked to leveraged equity positions in Asian markets. Community sentiment is deeply polarized, with many market participants debating whether the sharp pullback is a buying opportunity driven by AI-infrastructure demand or a sign of a structural cyclical peak.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line is under pressure as investors react to weak full-year guidance despite a second-quarter earnings beat, with the community actively debating the company's turnaround progress versus the impact of soft demand and rising costs. While some shareholders are expressing frustration over the stock's recent volatility and leadership performance, others see the pullback as an opportunity, closely monitoring fuel prices and booking trends as the key catalysts for the firm's recovery.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is seeing intense market volatility driven by speculation around an upcoming maintenance trial data readout and persistent short-seller activity. While the company's recent board appointment has sparked debate over the likelihood of an acquisition versus a standalone commercialization strategy, the community remains heavily focused on the clinical potential of VK2735 as a best-in-class obesity treatment.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is trending as investors weigh the company's aggressive 70 billion plan to revitalize core brands against concerns regarding high inventory levels and margin pressure. While some community members view the current share price as a deep-value turnaround opportunity, others remain skeptical about the automaker's long-term competitive positioning in a shifting global EV market.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing significant volatility as investors weigh robust earnings from major tech giants against broader macroeconomic concerns, including rising bond yields and geopolitical tensions. Market participants are actively debating whether the recent market pullback represents a healthy buying opportunity or the beginning of a deeper correction driven by cooling economic growth.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense volatility and massive sell-off pressure, with community sentiment deeply divided between those viewing the decline as a technical capitulation and others warning of a structural bubble bursting. Investors are actively debating the impact of sector-wide memory demand, margin calls on leveraged funds, and speculative overvaluation in a stock that has experienced a dramatic retracement from its previous highs.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is facing intense volatility as investors rotate out of high-valuation AI and semiconductor stocks, with the share price retracting significantly from recent highs due to concerns over stretched valuations and supply chain constraints. While the community remains divided, with some investors seizing the dip as a long-term accumulation opportunity based on Arm's foundational role in AI compute, others are actively warning of a potential bubble and criticizing the influence of analyst price target revisions.

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Lam Research (LRCX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Lam Research (LRCX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Lam Research (LRCX) Surpasses Q4 Earnings and Revenue Estimates

Lam Research (LRCX) delivered earnings and revenue surprises of +7.69% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lam Research Stock Rises on Q4 Earnings Beat, Strong Outlook

Lam Research Corp (NASDAQ:LRCX) reports strong results for the fourth quarter of fiscal 2026 after the closing bell on Wednesday.read more...

Forget the Mag 7. Watch These 5 Top Earnings Charts Instead

Lots of popular stocks like Starbucks and Lam Research will report this week.

Ase Technology to Report Q2 Earnings: What's in Store for the Stock?

ASX is set to report Q2 2026 results on July 30, with AI packaging demand, stronger EMS momentum and improving margins in focus.

Should You Buy, Sell or Hold AXTI Stock Ahead of Q2 Earnings?

AXT heads into Q2 earnings with a record InP backlog and AI-driven demand, but export risks, rich valuation and trade tensions warrant caution.

Countdown to Lam Research (LRCX) Q4 Earnings: Wall Street Forecasts for Key Metrics

Get a deeper insight into the potential performance of Lam Research (LRCX) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

LRCX Poised for a Q4 Earnings Surprise: Should You Buy the Stock Now?

Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.

AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump

Equity

ASML Holding, Lam Research, KLA Corp and Applied Materials are among the world’s top suppliers of semiconductor manufacturing equipment.


$LRCX Q4 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.82 up 34.81% YoY
• Reported revenue of $6.72B up 29.99% YoY
• For the quarter ended September 27, 2026, Lam Research Corporation provides guidance of $8.10 billion in revenue, plus or minus $400 million, and net income per diluted share of $2.15, plus or minus $0.15.

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Lam Research Corp.

 Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.82 up 34.81% YoY
• Reported revenue of $6.72B up 29.99% YoY
• For the quarter ended September 27, 2026, Lam Research Corporation provides guidance of $8.10 billion in revenue, plus or minus $400 million, and net income per diluted share of $2.15, plus or minus $0.15.

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Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Bullish Sentiment

Track LRCX stock price, charts, news and real-time market activity on Stocktwits. Join the LRCX message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Lam Research Corp stock.

LRCX Stock Price Today - Lam Research Corp News, Charts, Retail 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 closely analyzing the company's impressive fiscal Q4 report, which delivered a double beat on revenue and EPS alongside a significant outlook lift.

Concerns surrounding domestic DUV lithography breakthroughs in China have sparked intense debate about future revenue exposure and market share competition.

Market sentiment remains laser-focused on how sustained AI infrastructure and memory chip demand will drive long-term wafer-fab equipment spending.

Frustrated traders are voicing strong suspicions of institutional short-selling and algorithm-driven volatility behind the stock's recent price swings.

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