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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 is being attributed by traders mainly to fears that Metas Muse could challenge Google in AI and search, with UK proposals for Android and Chrome choice screens also cited. The community is split between concerns about competitive pressure and dip-buyers who view the decline as an overreaction and point to technical support.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A looming lockup expiration and newly eligible shares are driving concerns about added selling pressure, alongside SpaceX COO Gwynne Shotwells disclosed planned share sale. Bears warn that rising share supply and the companys valuation could weigh on the stock, while bulls argue the sale was preplanned and are buying the pullback; traders are also watching the upcoming Starship test.

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

VK2735 maintenance-study data showing patients retained much of their weight loss with less-frequent injections is driving attention, with traders viewing the results as a potential differentiator in the obesity-drug market. Many are bullish and speculate about a short squeeze or acquisition, while skeptics point to the early-stage evidence, funding needs and volatile pullback.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Waves finalized Commerce Department agreement for up to $100 million in CHIPS Act funding is driving discussion, alongside the broader quantum-stock trade. Traders are divided between viewing government backing as validation and worrying that the roughly 7.1 million shares issued to the government will dilute existing holders and weigh on the stock.

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

Fastly is drawing attention after traders circulated claims that its network handles a meaningful share of Metas Muse traffic, including browser-agent activity, prompting speculation about an AI-infrastructure re-rating; traders also cited analyst price-target increases. Some see the traffic as evidence of Fastlys edge-computing potential, while others question whether it translates into durable revenue or justifies the AI-driven valuation enthusiasm.

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 heavy bullish call-option activity is driving speculation about an upcoming catalyst or potential buyer, though neither is confirmed; traders are split between seeing a breakout and warning the options flow may be speculative. Broader bullish discussion centers on Unitys AI-enabled advertising business and its competition with AppLovin.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is falling with other solar stocks as traders point to higher interest rates and broad sector selling, which can weigh on project economics and financing. The community is split between treating the pullback as a buying opportunity and worrying about weak solar sentiment and policy uncertainty, including First Solars withdrawal of its TOPCon trade complaint.

Alphabet Inc - Ordinary Shares - Class C

GOOG is drawing attention after a sharp selloff, with traders pointing to broader risk-off fears tied to rising Treasury yields and concerns that Metas Muse and other AI rivals could challenge Googles search and advertising position. Bulls call the decline overdone and see a buying opportunity, while bears cite competitive pressure and AI spending as reasons for caution.

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 strategy outlined substantial restaurant and franchisee investment while management warned that sticky inflation and weak traffic could persist. Traders are split between viewing the decline as a buying opportunity and worrying that the spending plan and sluggish demand leave growth and returns uncertain.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

FDA-related scrutiny of GLP-1 weight-loss drugs and broader compliance concerns are weighing on sentiment, though traders debate whether that overhang outweighs Hims Australia expansion and growth prospects. The conversation also centers on repeated resistance, weak volume and choppy trading, with some blaming short sellers and others expecting further declines.

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Launchpad Cadenza Acquisition Corp. I is a blank check company, which engages in the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or other similar business combination, involving one or more businesses or assets. The company was founded on June 27, 2025 and is headquartered in Oakland, CA.

Launchpad Cadenza Acquisition Corp I - Ordinary Shares - Class A

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.

Current Price	$10.07
Prev Close	$10.06
Open	$10.07
Dividend Yield	N/A
50-Day Moving Average	$10.02
Beta	0.00
Avg. Volume	36,462.81
PE Ratio	79.09

52-Week High	$10.13
52-Week Low	$9.88
Market Capitalization	$289.51M
EPS (Annual)	$0.0037
Price to Book	1.29
Revenue Per Employee	$0.00

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