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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins selloff is being tied to Wells Fargos view that the recent Pixel-install spike overstates e-commerce traction, since many new Shopify sites reportedly have little measurable traffic. Traders are divided between seeing this as evidence the growth ramp may be slower than hoped and viewing the analysis as overstated, with some buying the dip while others fear further declines.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns strong quarterly results and outlook, backed by AI-driven memory demand and expectations for tight supply through 2028, have fueled debate as shares barely rose and traded lower. Bulls point to durable demand and analyst upgrades, while others cite priced-in expectations, margin and spending concerns, rising yields, and the risk of a cyclical peak.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas completed spin-off of its seed and genetics business into Vylor has reset CTVA to a standalone crop-protection company, driving a dramatic price adjustment that many traders initially mistook for a conventional crash. The community is debating whether post-spin selling has pushed CTVA below the value of its remaining business or whether the lower quote reflects the value transferred to Vylor.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes Q1 earnings and outlook dominate discussion, with traders weighing whether the report will show progress on the turnaround amid persistent concerns about demand, China, and the stocks steep decline. Bulls see potential for a relief rally or short squeeze given heavy bearish positioning, while bears expect weak guidance and further downside.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPST is drawing attention after a steep selloff and repeated 52-week lows, with traders focused on rising yields, funding and credit risks, and concerns about the companys convertible debt. Some see the CEOs share purchase and lending growth as reasons to buy the dip, while skeptics point to the stocks weak performance and macro pressure on its lending business.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

Elevated Treasury yields are weighing on the Dow despite cooler inflation data, while traders debate whether the Dows weakness signals broader market deterioration or is being offset by strength in AI-linked tech stocks. Views are split between buying pullbacks and expecting further declines amid rate and oil concerns.

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

Googles Gemini 4 Argon launch is driving attention, with traders highlighting its coding and cybersecurity benchmarks as a potential boost to Alphabets position in the AI race. The reaction is divided: some see a stronger AI-growth case, while others question whether the model can translate into adoption and revenue, amid volatile trading and concerns about heavy AI spending.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Attention centers on Rivians Q3 production and delivery figures and whether the R2 ramp and second shift can support its raised annual delivery outlook. Traders are divided between expecting stronger output and a potential rebound, and fearing a delivery shortfall, continued execution problems, and dilution-related pressure.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab to treat hidradenitis suppurativa is the main focus, with traders awaiting the FDAs decision on whether to accept it for review. The filing drew a muted reaction, amid debate over disappointing IZAR-1 results, dilution and managements plan to commercialize independently.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accentures quarterly earnings beat and record annual bookings sparked a sharp rally, with traders viewing the results as evidence that consulting demand is holding up despite AI-disruption concerns. Some see the report as weakening the bear case, while others argue the rally may be excessive given the modest growth outlook and ongoing risk that AI pressures traditional consulting work.

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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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