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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 AI agent and Meta Connect product showcaseespecially the smart-glasses lineupare driving attention, with bulls viewing consumer adoption and partnerships as a potential growth opportunity. Skeptics question monetization, privacy and differentiation, and debate whether the sharp run-up has left the stock vulnerable to a sell-the-news pullback.

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

Heavy, unusual October call activity is drawing attention to Unity, with traders speculating that a catalyst may be approaching. Buyout and Meta-related theories remain unconfirmed, and some traders caution that the options flow could be hedging or a crowded trade rather than evidence of imminent news.

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 roadmap and launch of AI-focused products have fueled a sharp rally, with traders betting the companys edge-cloud and security offerings can benefit from growing AI-agent traffic. Bullish discussion also cites claims that Metas Muse uses Fastlys network, though the traffic estimates are community-circulated; skeptics question whether the AI narrative justifies a lasting re-rating and warn the stock has repeatedly reversed after spikes.

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

Alphabets sharp decline is being linked to rising Treasury yields and expectations of further Fed rate hikes, which pressured growth stocks broadly; traders also debated whether Metas Muse adds competitive risk to Googles AI and search businesses. Some see the selloff as an overreaction and buying opportunity, while bears point to both macro pressure and AI competition.

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 offering has become the main focus, following positive VK2735 weight-loss maintenance results. Traders are split between criticizing the dilution and its timing, and viewing the financing as support for clinical development and possible commercialization; buyout and short-squeeze talk remains speculative.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys upcoming Q2 results are the main focus, alongside Coreturas selection of QNXs Alloy Kore platform in a record design win that adds substantially to the royalty backlog. Traders see the deal as validation of QNXs growth potential, while skeptics question how quickly backlog will translate into revenue and point to the muted share-price reaction.

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

Palantirs strong rally and breakout momentum are driving bullish calls for further gains, while traders debate its stretched valuation and push back against Michael Burrys reported addition to his short position. The short thesis has become a focal point of the bull-versus-bear discussion, rather than a clear change in company fundamentals.

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 managements investor-day outlook underscored persistent inflation, weak restaurant traffic and continued pressure on U.S. sales, alongside a costly multiyear plan to upgrade restaurants and support franchisees. Traders debate whether the decline reflects a prolonged consumer-value and execution problem or an oversold buying opportunity, with bulls pointing to the brand and dividend while bears question pricing and demand.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USITCs institution of a Section 337 investigation into Netlists patent complaint involving Micron DRAM and downstream companies including HPE, Lenovo, and Super Micro is driving attention. Traders largely view the probe as added pressure that could lead to a Micron license or settlement, while some caution that institution is not a ruling on infringement and the outcome remains uncertain.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons move to block Metas Muse shopping agent is driving debate about the emerging AI-commerce competition: some traders worry agents could divert shopping activity, while others see the block as protecting Amazons marketplace and point to its own agentic Seller Assistant. The discussion is set against frustration over AMZNs recent weakness and lagging performance.

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Stellantis Blames Trump’s Tariffs For Temporary US Layoffs, Canada Plant Pauses — Union Says President Will Learn The ‘Hard Way’

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The temporary U.S. layoffs affect factories in Michigan and Indiana, while the Ontario plant in Canada will shut down for two weeks, and the Toluca facility in Mexico will remain closed through April.

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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.

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