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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.

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.

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.

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.

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.

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.

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

Uncertainty around Reddits Google AI data-licensing negotiations and CEO commentary is weighing on sentiment, alongside recurring concerns about executive share sales and the stocks prolonged underperformance. Bulls point to user growth, advertising potential, and AI-data value as reasons to buy dips, while bears question whether those strengths can overcome management and deal-renewal risks.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

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.

Grayscale Bitcoin Mini Trust ETF - Common units of fractional undivided beneficial interest

Grayscale Bitcoin Mini Trust ETF

Bitcoins sharp, volatile moves are driving attention, with traders debating whether rallies through key resistance mark a durable breakout or a short-lived bounce vulnerable to a pullback. Discussion also links crypto sentiment to interest-rate expectations and uncertainty around the CLARITY Act vote.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is falling alongside other solar stocks as traders cite rate sensitivity and uncertainty around U.S. solar policy. The community is also weighing the companys withdrawal of its Section 337 complaint against TOPCon manufacturers, with some concerned about the shift in its IP strategy while noting other lawsuits remain active.

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Alpha Cognition Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Alpha Cognition Inc. (NASDAQ: ACOG) (Alpha Cognition, ACI, or the Company), a biopharmaceutical company developing novel therapeutics for debilitating neurodegenerative disorders, today announced that on September 8, 2026, the Compensation Committee of the Companys Board of Directors (the...

Alpha Cognition Inc. (NASDAQ: ACOG) (Alpha Cognition, ACI, or the Company), a biopharmaceutical company developing novel therapeutics for debilitating neurodegenerative disorders, today announced that on August 31st, 2026, the Compensation Committee of the Companys Board of Directors (the...

Alpha Cognition (ACOG) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

Alpha Cognition Inc. (ACOG) Reports Q2 Loss, Tops Revenue Estimates

Alpha Cognition Inc. (ACOG) delivered earnings and revenue surprises of -2.56% and +41.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Alpha Cognition Inc. Reports Second Quarter 2026 Financial Results and Provides Operational Update

Alpha Cognition Inc. (NASDAQ: ACOG) (Alpha Cognition, ACI, or the Company), a biopharmaceutical company developing novel therapeutics for debilitating neurodegenerative disorders, today reported financial results for the second quarter ended June 30, 2026, and provided a business update. We are...

Liquidia Corporation (LQDA) Q2 Earnings and Revenues Beat Estimates

Liquidia Corporation (LQDA) delivered earnings and revenue surprises of +5.71% and +3.89%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Halozyme Therapeutics (HALO) Q2 Earnings and Revenues Surpass Estimates

Halozyme Therapeutics (HALO) delivered earnings and revenue surprises of +25.28% and +17.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Alpha Cognition Inc. (ACOG) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

Alpha Cognition Inc. (ACOG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Global Partners Gears Up for Q2 Earnings: What's in the Cards?

GLP enters Q2 with wholesale momentum and resilient fuel margins, while inventory costs and softer fill-ups may pressure results.

Fluence Energy Set to Report Q3 Earnings: What's in Store?

FLNC's Q3 results may reflect strong storage demand, record backlog and rising services revenues, partly offset by softer digital opportunities.

Alpha Cognition, Inc. is a clinical stage biopharmaceutical company that develops treatments for underserved neurodegenerative diseases such as Alzheimer's Dementia and Amyotrophic Lateral Sclerosis. It has additional pre-clinical development programs: ZUNVEYL in combination with memantine for the treatment of moderate-to-severe Alzheimer’s disease, ALPHA-1062 sublingual formulation, ALPHA-1062 intranasal (“ALPHA-1062IN”) formulation for the treatment of cognitive impairment with mild traumatic brain injury (mTBI, otherwise known as concussion) and ALPHA-0602, ALPHA-0702 & ALPHA-0802. The company was founded in 2000 and is headquartered in Grapevine, TX.

Alpha Cognition Inc

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.34	--	--	N/A
Q2 '26	-$0.39	-$0.40	-2.00%	MISSED
Q1 '26	-$0.39	-$0.32	17.24%	BEAT
Q4 '25	-$0.27	--	--	N/A
Q3 '25	-$0.43	-$0.08	81.40%	BEAT

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ACOG Earnings

Upcoming Earnings: Q3 '26

Historical Earnings