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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

Attention centers on Alpha Taus oncology pipeline, particularly the FDA-cleared expansion of its REGAIN glioblastoma trial and upcoming clinical updates, alongside completed enrollment in its pancreatic-cancer IMPACT study. Traders are broadly bullish on the catalyst pipeline, though some are waiting for larger-cohort data to confirm the early results.

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 quarterly results, particularly resilient parks performance and improving streaming profitability, have reinforced bullish sentiment and prompted analyst upgrades. Traders remain divided, with some seeing a turnaround while others point to the stocks long stretch of weak, range-bound performance.

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

Shopify is pulling back after a strong run as traders position ahead of earnings, with some wary of recent SaaS-sector weakness and the stocks valuation. Others remain bullish on growth and AI-driven commerce, while security concerns appear in some bearish posts but are not the dominant discussion.

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 early third-quarter report and raised full-year revenue guidance are driving attention, with continued LUPKYNIS sales growth supporting the results. Traders are split between viewing the report as solid execution and frustration that the shares fell despite it, compounded by confusion over whether management held an earnings call.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Attention centers on Candels planned Q4 BLA submission for CAN-2409 in localized prostate cancer and upcoming SITC pipeline data. Bulls see the clinical and regulatory milestones as potential catalysts, while skeptics point to the steep decline, CEO share sales, limited transparency, possible dilution and uncertainty about filing timing; some also blame broader biotech weakness and thin trading.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Stockholm, Sweden.

Spotify Technology S.A.

Spotifys shares are drawing attention after a sharp post-earnings rally despite revenue and EPS misses; traders are focusing on premium subscriber growth, stronger gross margin, and an upbeat fourth-quarter profit outlook. The move has surprised some investors, who question why the stock rose on a mixed report, while bulls see the guidance and improving ad revenue as the more important signals.

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 after earnings, amid softer PC demand and manufacturing constraints, triggered a steep selloff and analyst downgrades. Traders are divided between calling the decline an overreaction and buying the dip, and seeing it as evidence of deeper execution and turnaround problems.

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 weaken in 2027 has sparked concerns about pricing and CorMedixs largest revenue driver, contributing to a sharp selloff. Traders are divided over the impact: some see a serious commercial risk, while others argue DaVitas outlook is preliminary and point to CMS reimbursement estimates as a reason the reaction may be excessive.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is drawing attention amid a sharp pullback alongside other AI and semiconductor stocks, with traders citing stretched valuations, broad market pressure, and uncertainty ahead of earnings. The community is split between buyers treating the decline as an opportunity and bears warning that the stock remains overvalued and could fall further.

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

JEPQ is drawing attention around its monthly distribution and ex-dividend schedule as Nasdaq weakness weighs on the ETF. Traders are focused on the income and buying the dip, while others note that its covered-call strategy can cushionbut not preventlosses and may limit upside in a rebound.

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Elevation Series Trust - TrueShares Structured Outcome (February) ETF

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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