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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 investor-day outlookmanagement expects elevated inflation and sluggish restaurant traffic to persist, alongside significant spending on upgradeshas weighed on the shares. Traders debate whether the selloff reflects a lasting challenge to value and traffic or an oversold buying opportunity.

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

VKTX is drawing attention after VK2735 data showed patients retained much of their weight loss with less-frequent maintenance dosing, alongside encouraging tolerability; traders view the readout as strengthening the obesity-drug candidates prospects. The reaction is broadly bullish, with short-squeeze and buyout speculation, but others point to resistance, potential dilution, competition, and the need for confirmation in later-stage trials; no deal is confirmed.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields climb to multiyear highs, amid a Fed rate hike and a hawkish outlook on persistent inflation. Traders are split between expecting further bond weakness from higher yields and accumulating long-duration bonds in anticipation of a reversal.

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

Alphabet is drawing attention after a sharp selloff and volatile swings; traders are split between buying the dip and warning of more downside. The main bearish narrative centers on rising AI competition, especially Metas Muse, and concerns about Gemini and Googles search-ad business, though many say no clear company-specific catalyst explains the drop.

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

Unitys strong Q2 results and outlook, driven by accelerating Vector advertising growth, are fueling renewed turnaround optimism and analyst upgrades. Traders are debating whether the momentum signals durable gains and market-share growth versus AppLovin, or whether the shares may pull back after a sharp run.

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

Fastly is drawing attention after traders circulated an independent test claiming its network handled a notable share of Metas Muse agent traffic, including all browser-navigation tasks in the test. The community sees this as potential validation of Fastlys AI-edge opportunity, though the claim is based on a circulating test and traders are also debating the stocks sharp, volatile moves.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops sharp rally and perceived long-term chart breakout are being linked by traders to Ryan Cohens reported share purchases, while many anticipate a short squeeze and watch resistance near a key level. Others are skeptical that the move has lasting support without fresh company news and warn of pullbacks or profit-taking.

Alphabet Inc - Ordinary Shares - Class C

GOOGs weakness is largely being discussed in the context of concerns that Alphabet is losing ground in AI and that heavy AI spending may not offset pressure on search and advertising. Traders disagree, with some viewing the valuation as attractive and buying dips while others cite execution risks, high capex and interest-rate pressure.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos Capital Markets Day outlook has drawn scrutiny, with traders saying long-term growth plans did little to ease concerns about competition from Eli Lilly, semaglutides eventual patent expiration and management execution. Some see the selloff as an overreaction to a still-profitable company with a growing oral Wegovy business, while others expect continued pressure until Novo demonstrates a credible path to growth.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USITCs institution of Netlists patent investigation into Micron and related DRAM products is driving attention, with traders viewing potential import restrictions and discovery as leverage for a licensing deal. The community is broadly bullish and expects settlement pressure to rise, though institution begins an investigation and does not determine infringement or guarantee a settlement.

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$HIMS Pay attention to the language folks. Whether it’s an interview on tv or a letter sent to the companies - they keep using the same language over and over and over. Key words: claims, advertisements, marketing. 

This is a marketing issue.

Love

Jamal Anderson

JuliusW

Hdawg

$LLY $NVO $HIMS  
 
FDA warns 30 telehealth companies against illegal marketing of compounded GLP-1s 
 
The U.S. Food and Drug Administration announced the issuance of 30 warning letters to telehealth companies for making false or misleading claims regarding compounded GLP-1 products offered on their websites. &quot;It&#39;s a new era. We are paying close attention to misleading claims being made by telehealth and pharma companies across all media platforms-and taking swift action,&quot; said FDA Commissioner Marty Makary, M.D., M.P.H. &quot;Compounded drugs can be important for overcoming shortages or meeting unique patient needs-but compounders should not try to compound drugs in a way that circumvents FDA&#39;s approval process.&quot; This is the second group of warning letters sent to telehealth firms since the agency launched in September a crackdown on misleading direct-to-consumer pharmaceutical advertisements.  
 
Over the past six months, the agency has sent thousands of letters warning pharmaceutical and telehealth firms to remove misleading ads, more than had been sent over the entire preceding decade. Primary violations identified in the letters included making claims implying sameness with FDA-approved products and obscuring product sourcing by advertising drug products branded with the telehealth firm&#39;s name or trademark without qualification, implying they are the compounder. Publicly traded companies that make GLP-1s include Eli Lilly (LLY) and Novo Nordisk (NVO).  
...

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Lilly(Eli) & Co

Hims & Hers Health Inc

DonCorleone77

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 Pay attention to the language folks. Whether it’s an interview on tv or a letter sent to the companies - they keep using the same language over and over and over. Key words: claims, advertisements, marketing. 

This is a marketing issue.

Dad Suggests Stocks

@ClarissaLove And HIMS already fixed it on their website, which is why they aren’t included in this round of letters.

Jewel Gilbert

Cher Farmer

 And HIMS already fixed it on their website, which is why they aren’t included in this round of letters.