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The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys improving parks and streaming performance, reinforced by a well-received quarterly report, is supporting a wave of bullish breakout and momentum talk. Traders remain divided: some see a turnaround taking hold, while others point to the stocks long-running lack of appreciation and continued resistance.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinias Q3 results and higher full-year revenue guidance are driving discussion, with traders pointing to continued LUPKYNIS growth and solid execution. Reactions are mixed: many view the report positively, while others are frustrated by the share-price decline and uncertainty over an earnings call; patent litigation and pipeline speculation are secondary topics.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that Medicare reimbursement for CorMedixs DefenCath could decline sharply after the first quarter of 2027 has fueled concern about future pricing and revenue. Traders are divided over whether the warning signals lasting pressure or is only a preliminary estimate, with some citing CMSs published rate and calling the selloff an overreaction, while others want management to clarify the outlook.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Anticipation around Alpha Taus clinical pipeline is driving attention, especially further REGAIN glioblastoma data and the completed enrollment of its IMPACT pancreatic cancer study, with data milestones ahead. Traders are broadly bullish on the potential of these programs and a possible FDA-cleared Keytruda combination trial, though some point to consolidation and limited trading volume; the Keytruda trial remains speculative.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas fiscal Q4 results are the main focus: earnings modestly beat expectations, with payment and cross-border activity remaining strong. Traders are split between viewing the results as evidence of resilient spending and seeing slower growth guidance and high expectations as reasons for a sell-the-news reaction.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

PURR is drawing attention as traders compare its volatile share price with HYPE, the token held in its digital-asset treasury; many are frustrated that the stock has lagged HYPEs strength. The debate centers on whether share issuance to acquire more HYPE builds value per share or adds dilution and selling pressure.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy, with traders focused on the November 22 target date, the companys revised upper-limb data, and recent FDA discussion of flexibility in rare-disease reviews. Many interpret new commercial job postings and the rare-disease meeting as encouraging signs, while others warn that approval is uncertain given the FDAs prior concerns and debate whether the evidence supports a narrower label or another rejection.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

ARKK is under pressure alongside a broad selloff in technology and other risk-on assets. Traders are also debating the funds volatile growth strategy and long-term underperformance versus broad indexes, though some see room for a rebound.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys sharp pullback has traders debating whether it is a pause after a strong run or a warning sign ahead of earnings. Bulls point to growth and AI-commerce opportunities, while bears cite valuation and raise unverified concerns about app-ecosystem security.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits earnings report triggered a sharp selloff as investors focused on slowing user growth, weaker-than-expected guidance, and declining Google search referrals that could pressure future traffic and ad revenue; analyst downgrades added to the concern. Traders are split between viewing the drop as an overreaction to a strong quarter and seeing the traffic and logged-in-user strategy as risks to sustained growth.

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Neutral 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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