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Invesco QQQ Trust Series 1

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 stronger-than-expected Q2 results and raised fiscal-year outlook are driving attention, alongside record QNX performance and its first Alloy Kore design win with Coretura. Traders are largely encouraged, but some question how quickly the design-win backlog will convert to revenue and are frustrated that the shares have not responded more strongly.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtions reported achievement of 30 entangled logical qubits operating together on its commercial Sqale system is the dominant catalyst, with traders emphasizing the distinction from research-only demonstrations. Many see it as a major quantum-computing milestone, while others question the error-correction details and note that formal news-wire confirmation was still awaited.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Rising Treasury yields and inflation concerns are fueling expectations of further Fed tightening and weighing on SPY. Traders are split between warning of a deeper selloff and viewing the pullback as a buying opportunity, with some pointing to possible Treasury purchases as support.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as rising Treasury yields and expectations for further Fed tightening weigh on growth-heavy technology stocks, with oil and inflation concerns adding to the macro uncertainty. Traders are divided between expecting a deeper decline and buying the dip for another sharp rebound, with many also debating whether the volatile moves reflect algo-driven support.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves convertible-debt financing and potential share issuance are driving debate, with traders concerned about leverage and dilution weighing on the stock. Bulls counter that strong AI-compute demand, a large backlog and recent analyst upgrades support the companys expansion, leaving sentiment split amid volatile trading.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Goldman Sachs resumption of coverage at Buy, citing improving Amtagvi launch execution and gross margins, is drawing attention, with some traders welcoming the endorsement and others questioning the firms reversal. The community is also focused on the pending revenue-guidance update and upcoming NSCLC data, while some investors express frustration over the guidance delay.

Quantinuum Inc. is a quantum computing platform that offers solutions like hardware platforms, developer tools, application libraries and solution-targeted intellectual property (“IP”). The company was founded on January 20, 2026 and is headquartered in Broomfield, CO.

Quantinuum Inc. - Ordinary Shares - Class A

Quantinuum Inc.

Quantinuums finalized federal CHIPS funding award is drawing attention, alongside discussion of a possible Russell index addition and broader quantum-sector momentum. Traders are split between viewing government backing as validation and questioning the companys high valuation as shares remain volatile.

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 are drawing attention after its investor-day outlook combined plans for substantial restaurant investment with expectations of persistent inflation, flat industry traffic and slightly negative U.S. sales for the quarter. Traders are divided between viewing the steep selloff as an oversold buying opportunity and seeing continued pressure from weak traffic, affordability concerns and execution challenges.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Positive registrational-trial results for Kyvernas CAR-T therapy miv-cel in stiff person syndrome, alongside encouraging longer-term myasthenia gravis data, are driving attention as traders weigh the potential BLA and first-in-autoimmune-CAR-T opportunity. Optimism over the clinical results is tempered by sharp post-news volatility, profit-taking, concerns about serious adverse events and speculation about a future offering.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields climb to multi-year highs amid persistent inflation concerns, strong economic data and expectations for further Fed tightening; traders also point to heavy debt issuance and weak demand for long-term bonds. The conversation is largely bearish on further declines, though some traders are buying the dip or anticipating a rebound if yields ease or Treasury purchases support the long end.

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IMAX Corp. is an entertainment technology company, which engages in the business of motion picture technologies and presentations. It operates through the Content Solutions and Technology Products and Services segments. The Content Solutions segment includes content enhancement and distribution services. The Technology Products and Services segment focuses on the sale, lease, and maintenance of IMAX Systems. The company was founded by Graeme Ferguson, Roman Kroitor, Robert P. Kerr and William Shaw in 1967 and is headquartered in Mississauga, Canada.

Imax 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.

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