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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 management warned that elevated inflation and weak restaurant traffic could persist, while its long-term growth strategy and planned franchisee support raised concerns about spending and near-term returns. Traders debated whether the decline was an overreaction and a buying opportunity or a sign that high prices and softer consumer demand are weighing on the business.

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 financing is driving debate after encouraging VK2735 obesity-drug maintenance data: critics say the raise could dilute shareholders and disrupt momentum, while supporters argue it funds development and commercialization and strengthens the companys negotiating position. Traders also remain focused on the drugs potential in the competitive obesity market, with short-squeeze speculation amid volatile trading.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAILs Galleri cancer blood test is drawing attention after an FDA advisory panel voted that its benefits outweigh its risks, despite a closer vote on effectiveness; the panels recommendation is not a final FDA approval. Traders are largely treating the outcome as a win, while debating the implications for labeling, coverage and the stocks sharp moves.

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

Unitys strong Q2 results and upbeat outlook, driven by accelerating Vector-powered advertising growth, are fueling attention, alongside analyst upgrades and optimism about the companys turnaround. Traders are bullish on the growth and AI opportunity, though some point to volatility, recent gains, and uncertainty about how much market share Unity is taking from AppLovin.

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

Edgewater Researchs warning that AppLovins MAX ad platform may be nearing a growth ceiling, with competition pressuring market-share gains and revenue spreads, is driving the selloff. Traders are divided: some see the note as unconvincing and view the pullback as a buying opportunity, while others are concerned growth may be stalling; Citis reported e-commerce client expansion is cited as a bullish counterpoint.

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 Coreturaa venture founded by Daimler Truck and Volvo Grouphas drawn attention alongside the upcoming quarterly report; the deal adds a significant estimated royalty backlog and marks QNXs largest design win. Many traders see it as validation of QNXs growth potential, while skeptics question how quickly the backlog will translate into revenue and want the earnings report to demonstrate execution and clear guidance.

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

An FDA alert involving GLP-1 drugs and concerns about regulatory scrutiny of Hims & Hers weight-loss offerings are weighing on sentiment, with traders saying the risks overshadow Australia expansion. The community is divided between concern about compliance and the companys growth prospects in weight loss and peptides; no listed article directly verifies the discussion.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis launch of stablecoin settlement across Mastercards payments network is the main catalyst, with traders weighing its potential to expand SoFiUSDs payments business. Many are frustrated that the initial share-price pop faded, calling it a sell-the-news move or blaming short pressure, while others see longer-term upside in the partnership.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick is drawing attention as traders discuss gold and precious-metals miners, with many pointing to inflation and debt concerns and miners cash flow as reasons for long-term optimism. The bullish accumulation theme is tempered by caution about near-term metal-price pullbacks, energy costs and Barricks planned North American assets IPO.

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 rally is being linked by traders to claims from independent testing that its network handles some Meta Muse traffic, including browser-agent tasks, reinforcing an AI-edge infrastructure story alongside investor-day product and security themes. Bulls see potential for a broader valuation re-rating, while skeptics question whether the traffic translates into meaningful revenue and point to the stocks history of volatile breakouts.

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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 - Units (1 Ord Cls A & 1/3 War)

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.

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