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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 shares are under pressure after its investor-day growth plan was paired with managements warning that sticky inflation and sluggish restaurant traffic may persist, reinforcing concerns about pressured consumers and weak fast-food demand. Traders debate whether the decline is a buying opportunity or reflects deeper challenges from high prices, competition, and softer traffic.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings expanding Predictions/DKeX business is drawing attention as traders weigh its rapid volume growth against increased marketing and investment spending, competition from Kalshi and Polymarket, and pressure on profitability. Bulls see prediction markets as a growth opportunity alongside a resilient sportsbook, while bears question whether the added volume can be monetized enough to offset costs and competitive pressure.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields climb toward multi-year highs, with sticky inflation and a hawkish Fed outlook fueling expectations of further tightening. Traders debate whether inflation and Fed policy or fiscal and bond-supply concerns are driving the selloff; some see an opportunity to buy depressed long-duration bonds, while others expect more downside.

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

Phase 1 maintenance data for Vikings obesity candidate VK2735showing that patients retained much of their weight loss on less-frequent dosinghas drawn attention to its potential differentiation from established GLP-1 drugs. Many traders are bullish and discuss short-squeeze or buyout possibilities, while skeptics point to the early-stage evidence, possible dilution, and the stocks difficulty sustaining gains.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desks steep selloff is tied to concerns about slowing revenue growth and competition from Amazon, Meta and Google, with its S&P 500 removal and related index rebalancing adding technical pressure. Traders are largely frustrated with management and its stock-compensation decisions, though some are buying the decline and anticipating a rebound or short-covering rally.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is drawing attention for its real-time quantum error-correction decoder demonstration and plans to install a Superion 256 system at NVIDIAs quantum research center. Bulls view the developments as progress toward fault-tolerant, hybrid quantum computing, while skeptics question the significance of simulation-based results and point to the stocks fade after its initial jump.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramounts settlement with state regulators removes a major legal obstacle to its Warner Bros. Discovery acquisition, bringing the merger closer to completion. Traders are divided: some see the combined media assets as a growth opportunity, while others view the muted, volatile share reaction as a sell-the-news move and worry about debt, dilution, and merger-related constraints.

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 selloff has prompted debate over Alphabets AI position, with bearish traders citing Metas Muse and broader concerns about Gemini, search and advertising competition, while many bulls say the drop lacks a clear company-specific catalyst and are buying the dip. The discussion also points to volatile price action and broader market pressure.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora shares are under pressure around its Analyst & Investor Day, with traders describing the reaction as sell the news and questioning whether the company showed enough near-term progress or revenue visibility. Long-term holders remain bullish on scaling autonomous trucking, while skeptics say commercialization and profitability are still too far off.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

The lockup expiration made a large block of Xanadu shares tradable, while the CEOs disclosed share sale heightened concerns about selling pressure and the stocks sharp decline. Some traders view the selloff as a buying opportunity, while others expect the expanded float to weigh on shares.

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$ANET Another strong day on tap for us.  Not selling a share until $400

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Arista Networks Inc

 Another strong day on tap for us.  Not selling a share until $400

RickyBobby

@Iwannagofast1 sales culture is toxic due to prehistoric managers and VP, still run on spreadsheets. If they lose any of their Big 5 customers, this bloated pig will get slaughtered.

 sales culture is toxic due to prehistoric managers and VP, still run on spreadsheets. If they lose any of their Big 5 customers, this bloated pig will get slaughtered.

Switch N’Router

@HalfStacks you’re living in lala land.  Jayshree was too good for Cisco. That’s why she left after getting promoted. of course

 you’re living in lala land.  Jayshree was too good for Cisco. That’s why she left after getting promoted. of course

@Iwannagofast1 Jayshree and the rest of the management team are all stars…….I said sales culture. She is getting old and Andy is a fossil as well, what is the succession plan. Why did A bunch of top level execs leave to start their own? It is all off the shelf asics and chips, nothing proprietary. Cloudvision is the differentiator

 Jayshree and the rest of the management team are all stars…….I said sales culture. She is getting old and Andy is a fossil as well, what is the succession plan. Why did A bunch of top level execs leave to start their own? It is all off the shelf asics and chips, nothing proprietary. Cloudvision is the differentiator

@HalfStacks well cloud isn’t going anywhere soon, and what company do they all start?

 well cloud isn’t going anywhere soon, and what company do they all start?