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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas Q3 results and outlook are driving discussion: an adjusted-earnings beat was offset by softer revenue and auto trends, weaker profitability, and heavy AI and robotics spending. Traders are split between optimism about autonomy and roboticsand speculation about a possible SpaceX mergerand concern that current results do not support the valuation; a merger remains uncertain.

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 quarterly results drove attention, with revenue and advertising strength offset by an EPS hit from a legal charge, higher AI spending plans, negative free cash flow and a new non-voting share class. Traders debated whether the ad growth and AI investment justified the spending, while the initial post-earnings pop faded amid dilution concerns and the separate New Mexico privacy judgment.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat expectations, led by software growth and a higher free-cash-flow outlook, while full-year revenue guidance stayed unchanged and consulting remained flat. Traders are split over the fundamentals and the sharp post-earnings reversal, with some viewing it as a sell-the-news move and others focusing on the software strength.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins rebound is driving renewed interest in Strategy, which traders view as a high-beta Bitcoin proxy; bullish posts point to a potential short squeeze, while bears cite Bitcoins volatility, shareholder dilution and possible MSCI index exclusion as risks. The index-exclusion discussion remains a concern under debate, not a confirmed removal.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs earnings beat and record results were followed by a selloff as its outlook and managements comments on cleanroom capacity and supply-chain constraints failed to satisfy high expectations. Traders are divided between viewing the pullback as an overreaction to temporary delivery bottlenecks and worrying that demand or growth may be peaking.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

A sharp AI/semiconductor selloff and Broadcoms continued underperformance are driving discussion, with traders pointing to concerns about AI spending returns, financing risks, and CEO Hock Tans remarks characterizing AI investing as gambling. Bulls view the decline and lower valuation as a buying opportunity, while bears see the weakness as a sign that AI enthusiasm may be fading.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

Reports that the U.S. Navy will make no further purchases of AEVEXs GARC drone boats have driven a sharp selloff, with traders questioning the programs performance and the impact on the BlackSea acquisition. The community is divided: some view the procurement decision as a major contract setback, while others point to AEVEXs claim that planned deliveries were completed and work continues on upgrades under the existing contract.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

Six Flags is under pressure after Mizuho cut its price target and reiterated a bearish rating, adding to concerns about the companys heavy debt and the fallout from a fatal ride accident. Traders are split between bankruptcy fears and views that the selloff could set up a rebound or short squeeze.

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 C

Alphabet shares are drawing attention amid a selloff ahead of earnings, with traders debating whether rising AI infrastructure spending will pay off and whether AI competition threatens Search; claims that capex will double remain speculation. Bulls point to Cloud and Gemini growth and are buying dips, while bears worry about spending returns and continued weakness.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports Phase 2 RAP-219 study in acute bipolar mania met its primary and secondary endpoints, but traders are debating whether the modest efficacy signal and safety-related discontinuations offset the positive readout as the stock reverses sharply. Bulls cite the drugs broader pipeline, while skeptics point to the trials limitations and some traders attribute the decline to short pressure or sell-the-news trading.

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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.

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