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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs sharp decline alongside semiconductor peers, after Intels weak outlook and amid concerns about AI-spending returns and high valuations, has made the companys upcoming earnings and guidance a key test. Traders disagree on whether the drop is sympathy selling and a buying opportunity or a sign that demand expectations and valuations are being reset.

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 upcoming quarterly report is dominating discussion, with traders focused on whether guidance can clear already-elevated expectations as well as the earnings results themselves. Bulls expect continued AI-driven growth, while bears argue the stocks high valuation leaves little room for disappointment, particularly amid a broader pullback in AI shares.

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

S&Ps negative outlook, citing uncertainty around Metas heavy AI infrastructure spending and free cash flow, has intensified concerns about its planned equity issuance and dilution. Bearish traders see spending and weak cash generation weighing on the shares, while bulls point to resilient advertising and potential AI monetization.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell shares have drawn attention after reports of advanced, unconfirmed talks to acquire Lumentum, with investors focused on the potential deals size and the risk of shareholder dilution or added debt. Traders are split between viewing Lumentums optical technology as a strategic fit for AI data centers and seeing the acquisition as too costly, while some are buying the sharp selloff.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,809.831273 with 281,866,746.118905 in circulation. The last known price of OFFICIAL TRUMP is 1.73532194 USD and is up 9.97 over the last 24 hours. It is currently trading on 744 active market(s) with $259,407,006.57 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

Discussion centers on TRUMPs steep decline and accusations that it is a Trump-linked pump-and-dump, with many holders voicing regret and expecting further losses. Some traders still anticipate another pump or short squeeze, leaving sentiment sharply divided.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to a fresh 52-week high has fueled discussion of heavy call buying and a possible short squeeze, with traders speculatingwithout confirmationthat a buyout could be behind the move. Others point to the upcoming Q3 report and continued BRIUMVI growth as the more concrete drivers, while debating whether the rally has already priced in good news.

Select Sector SPDR Trust (The) - State Street Health Care Select Sector SPDR ETF

Health Care Select Sector SPDR Fund

XLV is drawing attention for its strong rally and healthcares relative strength as traders describe money rotating toward defensive sectors amid weakness in tech. Many see the breakout and broad sector momentum as bullish, while some caution that the move may be extended and due for a pullback.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Iran-related tensions and threats to oil shipping through the Strait of Hormuz are driving attention to USO, with traders focused on possible supply disruptions and low global inventories. Bulls see continued conflict as supportive of oil, while bears expect diplomacy or a ceasefire to ease the risk premium; uncertainty around negotiations is fueling sharp debate.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSM is drawing attention ahead of its Q3 earnings report, with investors looking for evidence that Auvelity sales are accelerating, particularly after its launch for Alzheimers-related agitation. The sharp share-price decline has fueled debate over whether prescription trends signal a slower-than-expected launch or undercount demand from samples and long-term-care settings, while investors also want clarity on spending and the path to profitability.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples upcoming quarterly report is the dominant focus, with traders debating whether results and guidance can justify its rich valuation amid memory-cost and margin concerns. Some expect a pullback after the stocks strong run, while others see its restrained AI spending and relative resilience amid tech-sector pressure as defensive strengths.

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Markel Group (MKL) Tops Q3 Earnings and Revenue Estimates

Markel Group (MKL) delivered earnings and revenue surprises of +25.56% and +3.80%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Markel Advances Strategic Focus on Specialty Insurance, Announces Adverse Development Cover Reinsurance Agreement with Enstar on Reinsurance Business

Markel Advances Strategic Focus on Specialty Insurance, Announces Adverse Development Cover Reinsurance Agreement with Enstar on Reinsurance Business Markel Advances Strategic Focus on Specialty Insurance, Announces Adverse Development Cover Reinsurance Agreement with Enstar on Reinsurance...

Markel Group reports 2026 third quarter and nine-months results

Markel Group reports 2026 third quarter and nine-months results Markel Group reports 2026 third quarter and nine-months resultsPR NewswireRICHMOND, Va., Oct. 28, 2026 RICHMOND, Va., Oct. 28, 2026 /PRNewswire/ -- Markel Group Inc. (NYSE: MKL) today reported its financial results for the third...

Markel Group Inc. announces conference call date and time

Markel Group Inc. announces conference call date and time Markel Group Inc. announces conference call date and timePR NewswireRICHMOND, Va., Oct. 22, 2026 RICHMOND, Va., Oct. 22, 2026 /PRNewswire/ -- Markel Group Inc. (NYSE: MKL) announced today it will hold a conference call on Thursday, October...

Ategrity Specialty Insurance Company Holdings (ASIC) Q3 Earnings Miss Estimates

Ategrity Specialty Insurance Company Holdings (ASIC) delivered earnings and revenue surprises of -42.00% and +1.64%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Markel strengthens Marine & Energy Liability team in London with key appointments

Markel strengthens Marine & Energy Liability team in London with key appointments Markel strengthens Marine & Energy Liability team in London with key appointmentsPR NewswireLONDON, Oct. 15, 2026LONDON, Oct. 15, 2026 /PRNewswire/ -- Markel Insurance, the insurance operation within Markel Group Inc...

Markel Canada Launches Dedicated Insurance Proposition for Contractors and Trades Businesses

Markel Insurance, the insurance operations within Markel Group Inc. (NYSE: MKL), today announced the launch of its Contractors & Trades sector, providing brokers with a dedicated insurance proposition for contractors, trades and specialist construction-related businesses. Building on Markels...

Markel Expands U.S. Energy With Chemical, Oil & Gas Property Offering

MKL expands its U.S. energy insurance footprint with a new CORE offering, targeting smaller businesses with up to $50 million in coverage. What's at stake?


Markel International launches new chemical, oil & gas related energy property offering for small to midsize US-domiciled businesses

Markel International launches new chemical, oil & gas related energy property offering for small to midsize US-domiciled businesses Markel International launches new chemical, oil & gas related energy property offering for small to midsize US-domiciled businessesPR NewswireLONDON, Oct. 8...

Markel Group Can Offset Softer Pricing With Underwriting Discipline

MKL's underwriting profitability is improving through disciplined risk selection, portfolio optimization and expense efficiency as pricing softens.

Markel Group, Inc. is a financial holding company, which engages in underwriting specialty insurance products for a variety of niche markets. It operates through the following segments: Insurance, Reinsurance, Investing, Markel Ventures, and Other Insurance Operations. The Insurance segment covers all direct business written on a risk-bearing basis within its underwriting operations. The Reinsurance segment is involved in all treaty reinsurance written on a risk-bearing basis within its underwriting operations. The Investing segment includes all investing activities related to its insurance operations. The Markel Ventures segment relates to controlling interests in a diverse portfolio of businesses that operate in various industries. The Other Insurance Operations segment refers to the results of its program services and insurance-linked securities businesses. The company was founded by Samuel A. Markel in 1930 and is headquartered in Glen Allen, VA.

Markel Group Inc

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
Q4 '26	$28.75	--	--	N/A
Q3 '26	$27.63	--	--	N/A
Q2 '26	$30.64	--	--	N/A
Q1 '26	$26.47	$23.26	-12.12%	MISSED
Q4 '25	$27.62	$48.75	76.48%	BEAT

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Upcoming Earnings: Q4 '26

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