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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 sharp move is being tied to traders discussion of independent tests reportedly showing its network handling a notable share of Meta Muse traffic, including browser-agent tasks, fueling an AI-edge-infrastructure re-rating narrative. Bulls see potential for higher-value edge compute demand, while skeptics question whether the traffic translates into meaningful revenue or margins and point to Fastlys history of volatile rallies.

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 alongside a long-term growth plan requiring substantial investment. Traders debated whether the spending and cautious outlook signal prolonged pressure or create a buying opportunity, with many calling the drop overdone and adding shares.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as rising long-term Treasury yields and expectations for further Fed tightening weigh on long-duration bonds. Traders debate whether persistent inflation and a hawkish Fed or growing government debt and weak bond demand are the bigger driver, while some see the selloff as a buying opportunity.

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

Unusually heavy bullish call activity is drawing attention to Unity, with traders speculating that it could signal an upcoming catalyst, though no specific event is confirmed. The discussion also reflects optimism about Unitys advertising turnaround and AI-related opportunities, alongside debate over whether its products are taking share from AppLovin.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is drawing attention after Edgewater warned that growth in its mobile ad platform may be slowing, with MAX nearing a share ceiling and competition pressuring revenue spreads. Traders are split between viewing the report as a reason for caution and dismissing it as an overreaction, while pointing to Citis more upbeat signal on e-commerce client growth.

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

Traders are debating whether Metas Muse AI agent threatens Gemini and Googles position in search and discovery, with some attributing GOOGLs weakness to an AI-driven rotation and others dismissing Muse as overhyped and buying the dip. Higher Treasury yields and broader tech-market weakness are also cited as possible pressures.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX shares are under pressure as traders focus on COO Gwynne Shotwells disclosed planned share sale and upcoming lockup-related stock releases; some see a supply overhang and elevated valuation as bearish, while others say the sale was prearranged and point to the planned Starship test as a potential catalyst.

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

Early VK2735 maintenance-study results showing substantial weight-loss retention with less-frequent dosing and encouraging tolerability have fueled optimism about Vikings potential in the obesity-drug market. Traders are debating the significance of the early-stage data and the stocks volatile post-news trading, with short-squeeze and acquisition speculation remaining unconfirmed.

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 is driving the discussion: traders are concerned that its mid-single-digit growth ambitions through 2030 and distant pipeline goals do not address near-term execution, Lillys competition, or the coming semaglutide patent cliff. The reaction is broadly bearish, with criticism of management and continued selling, while some investors argue that strong oral Wegovy demand and the companys valuation are being overlooked.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is drawing attention after its NHS-Galleri trial failed to meet its primary endpoint of significantly reducing late-stage cancer diagnoses, triggering a sharp selloff. Traders are divided: bears see the result as a serious blow to the tests clinical and commercial prospects, while bulls point to favorable signals in earlier detection and argue the market reaction was excessive.

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Central Securities is a financial firm that provides investment and consulting services for various clients.

Central Securities Corp

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.

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