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Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

A third-quarter earnings beat and raised full-year revenue outlook, driven by demand for Mounjaro and Zepbound, have fueled LLYs move to record highs. Traders largely welcome the GLP-1 growth and analyst upgrades, while some point to reduced profit guidance tied to acquisition charges, rich valuation, and weaker-than-expected Foundayo sales as risks.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing RRP treatment has put pressure on Precigens PAPZIMEOS thesis, with traders debating how much the new entrant could threaten its sales. Some see Precigens commercial head start and full approval as advantages, while others focus on the rivals potential to reduce surgeries and challenge PAPZIMEOS.

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 Medicares quarterly recalculations could reduce DefenCath reimbursement in 2027 has fueled concern about pricing and sales, alongside a sharp share-price decline. Traders dispute how much weight to give DaVitas preliminary outlook, arguing that CMSs finalized rate points to a more stable picture, while others remain concerned about reimbursement and adoption.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is under pressure amid a broad tech and semiconductor selloff as traders reassess whether heavy AI infrastructure spending can generate sufficient returns, alongside weak tech earnings and concerns about financing. The community is split between calling the decline a capitulation-driven buying opportunity and warning that the AI trade could face further downside.

Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

Technology Select Sector SPDR Fund

XLK is under pressure amid a broad technology-sector correction, with traders pointing to concerns about AI spending, debt and uncertain returns; some blame Blackstones warning about Anthropics credit outlook for worsening the sell-off. The debate is between bearish calls for more downside and investors treating the pullback as a buying opportunity.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two is drawing attention as the highly anticipated GTA VI launch approaches, with traders debating whether expected sales and future online revenue can lift shares. Bulls are buying the pullback on blockbuster potential, while skeptics cite launch expectations already priced in, possible sell-the-news pressure, and leak or piracy risks.

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

JPMorgan Nasdaq Equity Premium Income ETF

JEPQ is drawing attention over its monthly distribution as Nasdaq weakness weighs on the fund. Income-focused traders are discussing the payout and buying the dip, while others emphasize that its covered-call strategy can cushion declines but does not prevent losses and limits some upside in rallies.

Blackstone, Inc. engages in the provision of investment and fund management services. It operates through the following segments: Real Estate, Private Equity, Credit and Insurance, and Hedge Fund Solutions. The Real Estate segment includes management of opportunistic real estate funds, Core+ real estate funds, high-yield real estate debt funds, and liquid real estate debt funds. The Private Equity segment consists of management of flagship corporate private equity funds, sector and geographically focused corporate private equity funds, core private equity funds, an opportunistic investment platform, a secondary fund of funds business, infrastructure-focused funds, a life sciences investment platform, a growth equity investment platform, a multi-asset investment program for eligible high net worth investors and a capital markets services business. The Credit and Insurance segment refers to Blackstone Credit, which is organized into two overarching strategies: private credit which includes mezzanine direct lending funds, private placement strategies, stressed and distressed strategies and energy strategies, and liquid credit which consists of CLOs, closed-ended funds, open ended funds and separately managed accounts. In addition, the segment includes an insurer-focused platform, an asset-based finance platform, and publicly traded master limited partnership investment platform. The Hedge Fund Solutions segment focuses on Blackstone Alternative Asset Management, which manages a broad range of commingled and customized hedge fund of fund solutions. It also includes a GP Stakes business and investment platforms that invest directly, as well as investment platforms that seed new hedge fund businesses and create alternative solutions through daily liquidity products. The company was founded by Stephen Allen Schwarzman in 1985 and is headquartered in New York, NY.

Blackstone Inc

Blackstones exposure to AI infrastructure financing is drawing scrutiny after traders circulated claims that it expects Anthropic to receive a speculative-grade credit rating, against the backdrop of a large chip-financing deal. Some view the credit-risk concerns as warranted, while others accuse Blackstone of issuing a poorly timed hit piece; call-heavy options flow is also being watched.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Oktas selection for the S&P 500 is drawing attention, with traders noting potential index-fund buying but debating whether the news could lead to a sell-the-news pullback. The discussion also reflects caution about the stocks recent run and weakness in cybersecurity shares.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A run to fresh 52-week highs is drawing attention ahead of an expected Q3 report, with traders looking for continued BRIUMVI growth and debating whether buyout speculation or short covering is also contributing to the momentum. A deal is unconfirmed, and traders note the earnings timing has not been confirmed.

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Reliance Industries Ltd.

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ITC Ltd.

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Green Automotive Co. engages in the development, manufacturing and sale of diesel, gas, CNG, and electric buses. The company was founded by Steven E. Fly and Frederick Steven Wells on November 15, 1996 and is headquartered in Newport Beach, CA.

Green Automotive Co

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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