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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Muses rapid early adoption and Meta Connects AI-agent and smart-glasses announcements are driving attention, with bulls seeing a new consumer-AI growth opportunity and skeptics questioning monetization, privacy, and whether the products justify the recent rally. The stocks sharp run has also fueled debate over a potential sell-the-news pullback.

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

GOOGLs sharp selloff has traders pointing to hot economic data and rising Treasury yields, which revived expectations for further Fed rate hikes and pressured growth stocks; some also worry Metas Muse could intensify competition in AI and search. Others view the decline as an overreaction and a buying opportunity.

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 sold off after its investor-day outlook emphasized persistent inflation and sluggish restaurant traffic, alongside substantial spending on restaurant upgrades and franchisee support. Traders debate whether the growth plan can address affordability and weaker customer demand, while some see the steep decline and oversold conditions as a buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

GOOGs selloff is fueling concern that Metas Muse and other AI rivals may be outpacing Google, with traders questioning Geminis competitive position; speculation about Gemini 4 and dip-buying offers a counterpoint. Some also blame rising Treasury yields and rate-hike fears for pressure on the stock and broader tech market.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Traders are linking Unitys rally to Meta Connect, where Unitys role as a supported engine for Metas VR platforms has raised expectations for a possible Unity-related announcement. Heavy call-option activity has fueled short-squeeze speculation, though some traders note that no specific Unity news has been confirmed and the move may be driven by positioning.

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

Rising Treasury yields and stronger business-activity data have intensified concern that the Fed may raise rates again, weighing on SPY. Traders are split between expecting more downside and treating the pullback as buyable, arguing the market has remained resilient despite higher yields.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings positive VK2735 weight-loss maintenance data has been followed by a proposed stock-and-convertible-notes offering, fueling volatile trading. Traders are divided over near-term dilution and lost momentum versus the added funding for development and potential commercialization; buyout or partnership talk remains speculative.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs discussion centers on the pending 80th-event trigger and final analysis of its Phase 3 REGAL trial of GPS in AML. Bulls view the prolonged event interval as a possible sign of longer survival, while skeptics note that the blinded data cannot show which treatment arm is responsible; buyout talk and anticipated SLS009 data are also being debated but remain speculative.

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 first Alloy Kore design win, selected by Coreturathe Daimler Truck and Volvo Group venturehas focused attention on QNXs growth potential ahead of earnings. Bulls see the deal and NVIDIAs QNX references as validation of the software story, while skeptics question how quickly backlog will translate into revenue and look to earnings and guidance for proof of execution.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons decision to block Metas Muse shopping agent is fueling debate over the emerging AI-commerce battle: some traders see a threat to Amazons retail position and an opening for rivals such as Shopify, while others argue Amazon is protecting its marketplace and can still benefit from AI through AWS and its own agent tools.

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Janus International Group to Participate in the 2026 Jefferies Global Industrials Conference

Janus International Group, Inc. (NYSE: JBI) (Janus or the Company), a leading global manufacturer and provider of turnkey self-storage, commercial, industrial building solutions, and smart access and security technologies, today announced its participation in the 2026 Jefferies Global Industrials...

Janus International Group, Inc. Q2 2026 Earnings Call Summary

Janus International Group, Inc. Q2 2026 Earnings Call Summary...

Janus International Group, Inc. (JBI) Surpasses Q2 Earnings Estimates

Janus International Group (JBI) delivered earnings and revenue surprises of +30.77% and -1.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Janus International Group, Inc. Reports Fall In Q2 Income

(RTTNews) - Janus International Group, Inc. (JBI) revealed earnings for second quarter that Drops, from last year...

Janus International Group Reports Second Quarter 2026 Financial Results

Janus International Group, Inc. (NYSE: JBI) (Janus or the Company), a leading global manufacturer and provider of turnkey self-storage, commercial, and industrial building solutions, today announced financial results for its fiscal second quarter ended July 4, 2026. Second Quarter 2026 Highlights...

Advanced Drainage Systems (WMS) Q1 Earnings and Revenues Top Estimates

Advanced Drainage (WMS) delivered earnings and revenue surprises of +13.70% and +2.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Masco (MAS) Surpasses Q2 Earnings Estimates

Masco (MAS) delivered earnings and revenue surprises of +26.15% and -4.64%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Janus International Group to Report Second Quarter 2026 Results on August 11, 2026

Janus International Group, Inc. (NYSE: JBI) (Janus or the Company), a leading global manufacturer and provider of turnkey self-storage, commercial, and industrial building solutions, announced today that the Company will release its second quarter 2026 financial results before the market opens on...

Janus International Group, Inc. (JBI) Lags Q1 Earnings Estimates

Janus International Group (JBI) delivered earnings and revenue surprises of -90.00% and +6.05%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Janus International Group Reports First Quarter 2026 Financial Results

Janus International Group, Inc. (NYSE: JBI) (Janus or the Company), a leading global manufacturer and provider of turnkey self-storage, commercial, and industrial building solutions, today announced financial results for its fiscal first quarter ended April 4, 2026. First Quarter 2026 Highlights...

Janus International Group, Inc. engages in the manufacture and supply of turn-key self-storage, commercial, and industrial building solutions. It operates through the following segments: Janus North America and Janus International segments. The Janus North America segment produces and provides various fabricated components such as commercial and self-storage doors, walls, hallway systems, and building components. The Janus International segment covers the production and sales located primarily in the UK, Australia, Poland, and France. The company was founded by David Curtis in 2002 and is headquartered in Temple, GA.

Janus International Group Inc - Ordinary Shares - Class A

Janus International Stock Soars 14% On Better-Than-Expected Q4 Earnings, Guidance: Retail’s Unconvinced

Equity

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.18	--	--	N/A
Q2 '26	$0.14	$0.17	20.91%	BEAT
Q1 '26	$0.09	$0.01	-88.35%	MISSED
Q4 '25	$0.12	$0.11	-11.81%	MISSED
Q3 '25	$0.19	$0.16	-17.82%	MISSED

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Upcoming Earnings: Q3 '26

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