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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

Alphabets sharp selloff is being linked by traders to Metas Muse AI launch and fears it could challenge Google in AI-powered search and discovery, though some argue the competitive threat is overstated and are buying the dip. Rising Treasury yields and concerns about further Fed hikes also weighed on tech stocks, adding to the debate over whether the drop reflects company-specific risks or broader market pressure.

Litecoin is a decentralized, peer-to-peer digital currency designed to enable instant, near-zero cost payments to individuals and merchants worldwide. As an open-source global payment network that functions independently of central banks or intermediaries, its main value proposition lies in providing a scarce digital asset with a fixed maximum supply of 84 million tokens.  The network operates using a Proof of Work mechanism where computers solve complex puzzles to confirm transactions and secure the blockchain. It is distinguished by a block generation time of 2.5 minutes, which allows for faster transaction confirmations and a higher total throughput than earlier protocols. Key technical features include the Scrypt hashing algorithm, which promotes wider network participation, and MimbleWimble Extension Blocks, which improve user privacy by allowing transaction details to be hidden.  The LTC token is used for settling global payments, executing microtransactions through smaller units called litoshis, and diversifying digital portfolios with a highly liquid asset. New tokens are issued to miners as rewards for verifying blocks, though these rewards undergo a halving event approximately every four years to strictly control inflation. This process ensures the ledger maintains immutability, meaning records cannot be changed once they are saved to the global network.  Created by former Google engineer Charlie Lee, the project is supported by the Litecoin Foundation, a non-profit organization dedicated to ecosystem adoption. Unlike many venture-backed projects, it is maintained by a decentralized community of independent developers and a global network of miners. The project has seen recent institutional adoption, with entities like Lite Strategy and Luxxfolio Holdings adding significant amounts of LTC to their corporate treasuries as of late 2025.

Litecoin

Litecoins sharp move through near-term resistance has fueled breakout talk, with bullish traders pointing to momentum and possible short covering. Skeptics counter that past rallies have faded and Litecoin has often lagged other cryptocurrencies.

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 underscored persistent inflation and weak restaurant traffic, alongside substantial planned investment in restaurants and franchisees; traders also point to soft U.S. sales and concerns that prices are pushing customers away. The reaction is split between buyers calling the decline an oversold opportunity and bears questioning the turnarounds prospects amid pressured consumers and rising costs.

Alphabet Inc - Ordinary Shares - Class C

Traders are attributing GOOGs sharp pullback partly to fears that Metas Muse AI agent could outcompete Gemini and pull users away, though others argue the selloff is excessive and are buying the dip. Rising Treasury yields and rate-hike concerns are also cited as broader pressure on tech stocks.

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 early adoption and Meta Connects AI, smart-glasses, and VR announcements are driving attention, with traders debating whether the agent can become a meaningful consumer-AI platform. Bulls point to its potential and Metas reach, while skeptics question privacy, monetization, and whether the events products justify the rally, with some anticipating a sell-the-news pullback.

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 whether AI agents threaten its e-commerce position or whether Amazon can defend its commerce platform and benefit from the wider AI shift. Traders are also weighing AWS growth and heavy AI investment against frustration with the stocks recent weakness and lagging performance.

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 move is being linked by traders to Metas developer conference and heavy call-option activity, with speculation that Meta could discuss Unitys role in VR development. No Unity-specific announcement is established in the discussion, and traders are split between expecting further momentum or viewing the rally as an options-driven squeeze that could fade.

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 toward record highs is drawing attention, with bullish traders citing AI momentum and celebrating the stocks resilience while others warn that its valuation is stretched. Michael Burrys reported PLTR short has become a flashpoint, with some traders viewing it as a bearish signal and others speculating that it could fuel a squeeze.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USITC instituted an investigation into Netlists allegations that Micron DRAM products infringe its patents, with HPE, Lenovo and Super Micro also named in the case. Traders reacted bullishly, viewing the probe as added pressure for a licensing deal with Micron, though some caution that institution is not a ruling on infringement and the case remains unresolved.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almontys Sangdong mine has produced tungsten for the first time since 1993, drawing attention to the mines move into Phase I operations. Traders are weighing the milestone against uncertainty about ramp-up, concentrate shipments and proof of steady production.

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SPCX Stock Eyes Another Green Week: Analyst Warns Traders To ‘Divorce’ SpaceX Rally From Fundamentals

Equity

Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.

SpaceX Stock Slips Overnight After 3-Day Rally — Here's Why Ron Baron Sees 40x Upside And ‘Hundreds Of Billions’ In Gains

Baron Capital’s $3 billion SpaceX investment was worth about $25 billion in June, and the firm wants to invest another $1 billion.

SPCX’s Streak Of Red Weeks Is Testing Bulls: Jim Cramer Calls It A '100-Year' Bet As IPO Lockup Expiration Arrives Today

Thursday’s lockup expiration could more than double SpaceX’s public float, with up to 912 million shares becoming eligible for sale.

SPCX Stock Records 3-Day Slide: Elon Musk Admits Anthropic’s Fable Is 'Definitely Better' Than Grok 4.5

Musk said Grok 4.5 could improve weekly as SpaceXAI works to close the gap with Anthropic and OpenAI in an increasingly crowded AI race.

SPCX Stock Rises Premarket: SpaceX Short Bets Hit 40M, Coatue Holds Through Lockup As ‘Rebalancing’ Warning Looms 

S3 said SPCX looks more like “normal price discovery” than a “classic short-squeeze candidate.”

SPCX Falls Overnight: SpaceX Prices $25B Bond Sale To Refinance X, xAI Debt — Analyst Says Wait For ‘Better Entry’ 

The company has priced a $25-billion bond sale, and refinancing could lower annual interest costs to $1.5 billion, compared with $1.8 billion on prior X and xAI debt.

Warsh, SpaceX & Iran Rule Last Week: 5 Leveraged ETF Winners 

Warsh's Fed debut, SpaceX's AI deal and Iran headlines fueled a risk-on rally. These 5 leveraged ETFs soared as much as 94% last week.

SPCX Stock Climbs Premarket: Analyst Bets SpaceX Unlikely To Hit Elon Musk's $1 Trillion Revenue Target By 2030

Man Group's Dan Taylor said SpaceX is "more of a bet on Elon Musk than an AI story."

SPCX Stock Suffers First Post-IPO Drop: Locked-Up Shares And Missing Shorts Skewed Debut Run, Analyst Says

Future Fund's Gary Black said SPCX had traded more like a "meme stock" than a fundamentals-driven company.

SPCX Stock Jumps Premarket Ahead Of Options Debut — Jim Chanos Warns 100x Revenue Stocks Rarely Pay Off 

Jim Chanos said SpaceX is ushering in an "Enron-era" wave of IPOs and equity issuance.

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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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