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CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCath reimbursement could fall after early 2027 is driving the sharp selloff, raising concerns about pricing and CorMedixs largest revenue stream. Traders disagree over how much weight to give DaVitas preliminary outlook versus CMSs stated Q1 rate, with some calling the drop an overreaction and others questioning managements response and capital allocation.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinias Q3 results and higher full-year revenue guidance are driving discussion, with traders pointing to continued LUPKYNIS growth and solid execution. Reactions are mixed: many view the report positively, while others are frustrated by the share-price decline and uncertainty over an earnings call; patent litigation and pipeline speculation are secondary topics.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys latest quarterly results, supported by resilient theme-park performance and improving streaming profitability, have encouraged bullish reactions and analyst upgrades. Traders remain divided, with some seeing a recovery setup while others question whether the shares can sustain a move higher after years of range-bound performance.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Taus expanding oncology pipeline is drawing attention, especially the FDA-cleared expansion of its recurrent glioblastoma trial and completion of enrollment in its pancreatic cancer study, which grew after multiple expansions. Traders are broadly optimistic about the upcoming data and other clinical milestones, though some point to price consolidation and market volatility while waiting for results.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas fiscal fourth-quarter results beat expectations, with resilient payment and cross-border activity, but traders are debating whether slower-growth guidance and a rich valuation temper the strong operating performance; reactions include sell-the-news caution alongside longer-term optimism.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

PURR is drawing attention as a listed treasury vehicle tied to Hyperliquids HYPE token, with traders reacting to HYPEs rally to record levels while debating why PURR has lagged. Bulls point to its HYPE exposure and possible short-covering; bears cite potential dilution from share issuance and volatile price action.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook, amid softer PC demand and manufacturing constraints, triggered a sharp selloff and analyst downgrades. Traders are divided between calling the drop an overreaction and buying the dip, and expecting further losses while questioning managements execution and the turnaround.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

Traders are debating ARKKs persistent underperformance versus broad-market and tech benchmarks, often blaming Cathie Woods stock selection and frequent portfolio changes. Some see a possible technical recovery or breakout, but skepticism about the funds track record remains prominent.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys approaching quarterly earnings are a focus as shares pull back after a strong run. Traders are split between expecting growth and AI-commerce momentum to support results, and worrying that high expectations, broader software weakness, and recent volatility leave room for further selling.

Albemarle Corp. engages in the development, manufacture, and marketing of chemicals for consumer electronics, petroleum refining, utilities, packaging, construction, transportation, pharmaceuticals, crop production, food-safety, and custom chemistry services. It operates through the following segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride. The Specialties segment focuses on optimizing a portfolio of bromine and specialized lithium solutions. The Ketjen segment consists of clean fuels technologies, fluidized catalytic cracking catalysts and additives, and performance catalyst solutions, which is primarily composed of organometallics and curatives. The company was founded in 1993 and is headquartered in Charlotte, NC.

Albemarle Corp.

Albemarle Corp

Falling lithium prices and futures are weighing on Albemarle, with traders focused on whether the weakness will pressure upcoming earnings and guidance. The community is split between expecting further downside and viewing the selloff as a buying opportunity, citing longer-term battery and energy-storage demand.

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Hold rates steady

Cut 25 bps

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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