SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Analyst-upgrade chatter and Palantirs AI growth story are supporting bullish momentum, with traders focused on a potential break above a key resistance level ahead of earnings. Bulls see further upside from AI demand, while bears argue the valuation is stretched and the stock has repeatedly struggled to break through resistance.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos quarterly results beat expectations, but traders are debating whether the results and outlook can turn around its prolonged slide. Bulls see value in the depressed share price and dividend, while bears remain concerned about weak North American demand, especially for Frito-Lay, and continuing pressure on the consumer.

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

Fed rate-hike concerns, elevated Treasury yields and oil-related inflation risks dominate the discussion, with traders debating whether those pressures will weigh on the market. Bearish calls for a deeper pullback compete with bullish dip-buying and commentary that SPY has remained relatively resilient amid choppy trading.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ traders are focused on a pullback amid elevated Treasury yields and hawkish Fed signals, including Christopher Wallers warning that further rate hikes may be needed if inflation persists. Bears see risk of more downside, while bulls point to repeated dip-buying and sharp recoveries, leaving debate over whether the weakness signals a turn or routine volatility.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional long-term financing commitment from the Department of War to expand U.S. SiC and GaN production is driving attention, with traders framing it as support for the companys funding needs and a possible short squeeze. Others caution that the deal is not finalized and could add secured debt and shareholder dilution through warrants.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs prolonged selloff and repeated losses are drawing attention, with traders frustrated that shares have lagged Bitcoin and broader-market strength and questioning the stocks correlation to crypto. Bears see continued downside, while bulls argue the weakness may create a buying opportunity and point to potential Bitcoin-driven upside or a short squeeze; speculation about future AI/data-center tenants is also present but unconfirmed.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellations quarterly earnings beat estimates, but traders are focused on soft beer depletionsespecially at Modelo and Coronaand margin pressure from higher marketing spending, leaving the turnaround unproven. The reaction is divided between buyers viewing the pullback as a value opportunity and skeptics who see weak underlying demand as a reason for caution.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals quarterly results sharply beat expectations, while managements outlook for faster data-center capacity growth and potential lease expansions reinforced the AI infrastructure growth story. Many traders praised execution and anticipated a stronger share reaction, while skeptics focused on debt, losses, and the portion of revenue from tenant fit-out work rather than recurring rent.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected pneumonic-plague outbreak in Russia fueled speculative buying in vaccine stocks and short-squeeze chatter around NVAX. Traders disagreed over whether the rally had substance, noting Novavax has no vaccine for plague and questioning the outbreaks relevance as shares gave back gains; others also focused on a reported Sanofi COVID/flu combo Phase 3 study.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs sharp selloff is being discussed as a pre-earnings repricing, with traders citing reduced earnings estimates, softer fixed-income trading and broader weakness in financials. Frustrated holders are calling for management accountability, while others view the decline as overdone and are buying the dip ahead of the report.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Alchemy Labs Inc.

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.

ALCLF Alchemy Labs Inc.