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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

Attention centers on Metas Muse AI agent and Meta Connects product announcements, with traders weighing early adoption and potential AI-commerce growth against uncertain monetization, privacy concerns, and competition. The sharp run-up has also fueled a sell-the-news debate, with bullish enthusiasm countered by warnings that expectations may be overextended.

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

Unusually large call-option activity and anticipation around Metas developer/VR event have traders speculating about a Unity-related catalyst, with some also floating unconfirmed buyout rumors. Others caution that the move may be options-driven and could fade if no concrete news emerges.

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SPYs pullback is being discussed alongside a sharp rise in Treasury yields, inflation concerns and speculation that the Fed may raise rates further. Traders are divided between bearish views that higher yields and oil could pressure stocks and bullish dip-buyers who see the market as resilient.

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 proposed stock-and-convertible-note offering to fund drug development is driving debate: some traders see dilution and a poorly timed setback, while others view the added runway as a benefit for Phase 3 trials and potential negotiations. The discussion is underpinned by optimism about VK2735 maintenance-study results, while buyout and partnership claims remain speculative.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastlys investor-day roadmap, including new AI-focused products and long-term growth targets, is driving attention alongside trader speculation about Fastly handling traffic for Metas Muse agent. Bulls see the AI and edge-computing story as a reason for a higher valuation, while skeptics question whether the traffic translates into meaningful revenue and warn that the sharp move may fade.

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 sold off after management warned that sticky inflation and flat restaurant traffic are likely to persist, while its investor-day growth plan and franchise investment failed to reassure investors about near-term prospects. Traders debate whether the decline reflects lasting consumer and execution problems or an oversold buying opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong rally and breakout momentum are driving bullish calls for further gains, while traders debate its stretched valuation and push back against Michael Burrys reported addition to his short position. The short thesis has become a focal point of the bull-versus-bear discussion, rather than a clear change in company fundamentals.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDTs volatile, weak price action is being debated amid uncertainty over renewing its Google AI data-licensing deal; traders viewed managements comments that negotiations remain active as offering little concrete reassurance. Bears also cite executive share sales and execution concerns, while bulls point to user growth, advertising momentum, and the value of Reddits data.

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 drop is being tied to rising Treasury yields and renewed rate-hike fears weighing on tech stocks, alongside debate over whether Metas Muse poses a competitive threat to Googles AI and search businesses. Many traders view the selloff as overdone and are buying the dip, while others remain concerned about competition and the stocks weak price action.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase is drawing attention amid continued weakness in solar shares, with traders citing interest-rate sensitivity and soft residential-solar demand as headwinds. The community is split between buying the dip and expecting further declines, while some point to the IQ SST data-center opportunity as a longer-term bullish counterpoint.

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PepsiCo Falls 3% While Consumer Staples Hold Firm; Keurig Dr. Pepper Eases, Coca-Cola Barely Budges

PepsiCo Falls 3% While Consumer Staples Hold Firm; Keurig Dr. Pepper Eases, Coca-Cola Barely Budges...

Keurig Dr Pepper Declares Quarterly Dividend

Keurig Dr Pepper Declares Quarterly Dividend Keurig Dr Pepper Declares Quarterly DividendPR NewswireFRISCO, Texas and BURLINGTON, Mass., Sept. 16, 2026 FRISCO, Texas and BURLINGTON, Mass., Sept. 16, 2026 /PRNewswire/ -- Keurig Dr Pepper (NASDAQ: KDP) announced today that its Board of Directors has...

PepsiCo Trades Below 50-Day SMA: Opportunity or Warning Sign?

PEP faces softer North America demand, margin pressure and higher costs, while its discounted valuation reflects cautious growth expectations.

Is PepsiCo's Productivity Drive Its Key Margin Growth Catalyst?

PEP is leaning on automation, digitalization and simplification to boost productivity as inflation and softer North American demand pressure margins.

Can KDP's International Business Sustain Double-Digit Sales Growth?

Keurig Dr Pepper's international sales rise 12.4% in Q2 as Mexico and Canada gain momentum, but cost pressures can constrain profit growth.

Dr Pepper Gives College Football Fans a Championship Monument of Their Own with the First-Ever Fan Wall of Fame

Dr Pepper Gives College Football Fans a Championship Monument of Their Own with the First-Ever Fan Wall of Fame Dr Pepper Gives College Football Fans a Championship Monument of Their Own with the First-Ever Fan Wall of Fame PR Newswire FRISCO, Texas, Sept. 4, 2026 Fans in Bloomington get their own...

SNAPPLE TURNS PETE DAVIDSON AND COLIN JOST'S FAMOUS FERRY INTO NEW YORK CITY'S MOST UNEXPECTED COMEDY CLUB

SNAPPLE TURNS PETE DAVIDSON AND COLIN JOST'S FAMOUS FERRY INTO NEW YORK CITY'S MOST UNEXPECTED COMEDY CLUB SNAPPLE TURNS PETE DAVIDSON AND COLIN JOST'S FAMOUS FERRY INTO NEW YORK CITY'S MOST UNEXPECTED COMEDY CLUB PR Newswire NEW YORK, Sept. 1, 2026 For one day only, the Snapple Island Ferry will...

Keurig Dr Pepper To Sell Chobani Stake, Pennsylvania Facility For $925 Mln

(RTTNews) - Beverage company Keurig Dr Pepper Inc. (KDP) on Tuesday said it has agreed to sell its entire equity stake in yogurt and beverage maker Chobani, back to the company for $800 million. It will also sell its manufacturing facility and warehouse in Allentown, Pennsylvania...

Keurig Dr Pepper Advances Strategic Priorities Through Enhanced Partnership with Chobani

Keurig Dr Pepper Advances Strategic Priorities Through Enhanced Partnership with Chobani Keurig Dr Pepper Advances Strategic Priorities Through Enhanced Partnership with Chobani PR Newswire BURLINGTON, Mass. and FRISCO, Texas, Sept. 1, 2026 Selling minority investment in Chobani and Pennsylvania...

Keurig Dr Pepper Director Aaron Alt Buys 7,862 Shares for $250,000 -- Should Investors Buy Too?

Key PointsDirector Aaron E. Alt purchased 7,862 shares on Aug. 25, 2026, for an estimated total value of ~$250,000...

Keurig Dr Pepper, Inc. engages in the manufacture, marketing, distribution, and sales of non-alcoholic beverages. It operates through the following segments: U.S. Refreshment Beverages, U.S. Coffee, and International. The U.S. Refreshment Beverages segment manufactures and distributes beverage concentrates, syrups, and finished beverages including the brands Dr Pepper, Canada Dry, Mott’s, Snapple, A&W, 7UP, Sunkist soda, Squirt, Hawaiian Punch, Core Hydration, Bai, C4 Energy, Clamato, Evian, Yoo-Hoo, Big Red, and Vita Coco. The U.S. Coffee segment involves single serve brewers, specialty, hot and iced varieties, and ready-to-drink beverages. The International segment includes sales in Canada, Mexico, and other markets. The company was founded in 2018 and is headquartered in Frisco, TX.

Keurig Dr Pepper Inc

PepsiCo’s Big Reset: How The Soda Giant Is Going All Out On A Leaner, Meaner Playbook After Some Activist Heat

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KDP Stock Price Today - Keurig Dr Pepper Inc News, Charts, Retail 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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