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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas Muse personal AI agent and Meta Connect product announcements are driving attention, with traders weighing its early adoption and potential to extend Metas consumer AI reach against doubts about monetization, privacy, and whether the new hardware can justify the recent rally. The reaction is split between enthusiasm for Muse and the glasses lineup and calls for a sell-the-news pullback after volatile trading.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

A sharp GOOGL selloff has traders weighing rising Treasury yields and expectations for further Fed hikes after stronger activity data against concerns that Metas Muse could intensify competition in AI agents, search, and discovery. Bulls largely view the decline as a buying opportunity and dismiss Muse as hype, while bears see a possible shift in AI leadership and continued pressure on the stock.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds shares sold off after its investor-day outlook highlighted persistent inflation and weak restaurant traffic, while its NEXT growth plan and franchisee investments failed to reassure investors. Traders debate whether the steep decline is an oversold buying opportunity or reflects deeper concerns about customer value, slowing demand and the cost of the turnaround.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Speculation around Meta Connect is driving attention, as Unity is featured in Metas developer programming and has an ongoing VR-platform partnership with Meta. Traders point to heavy call-option activity and anticipate possible additional news, while others caution that no new Unity announcement has been confirmed and the move may be options-driven.

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

Vikings proposed stock-and-convertible-note financing has stirred debate after positive VK2735 weight-loss maintenance data: some traders see dilution and a poorly timed hit to momentum, while others view the added cash as support for late-stage development and greater negotiating flexibility. Buyout or partnership talk remains speculation.

Alphabet Inc - Ordinary Shares - Class C

GOOGs selloff is fueling concern that Metas Muse and other AI rivals may be outpacing Google, with traders questioning Geminis competitive position; speculation about Gemini 4 and dip-buying offers a counterpoint. Some also blame rising Treasury yields and rate-hike fears for pressure on the stock and broader tech market.

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Rising Treasury yields above 5% and expectations of further Fed rate hikes are driving concern that tighter policy and persistent inflation could pressure equities. Traders are split between viewing the decline as a buying opportunity and warning that higher yields could deepen the pullback.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastlys investor day and AI-focused edge and security product plans for agentic traffic are driving renewed interest, alongside trader-circulated claims about its role in Metas Muse traffic. Bulls see a potential AI-infrastructure re-rating, while skeptics question whether the narrative justifies the move and point to the stocks volatile price action.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs discussion centers on the pending 80th-event trigger and final analysis of its Phase 3 REGAL trial of GPS in AML. Bulls view the prolonged event interval as a possible sign of longer survival, while skeptics note that the blinded data cannot show which treatment arm is responsible; buyout talk and anticipated SLS009 data are also being debated but remain speculative.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys first Alloy Kore design win, selected by Coreturathe Daimler Truck and Volvo Group venturehas focused attention on QNXs growth potential ahead of earnings. Bulls see the deal and NVIDIAs QNX references as validation of the software story, while skeptics question how quickly backlog will translate into revenue and look to earnings and guidance for proof of execution.

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