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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.

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.

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 and launch of AI-focused products have fueled a sharp rally, with traders betting the companys edge-cloud and security offerings can benefit from growing AI-agent traffic. Bullish discussion also cites claims that Metas Muse uses Fastlys network, though the traffic estimates are community-circulated; skeptics question whether the AI narrative justifies a lasting re-rating and warn the stock has repeatedly reversed after spikes.

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.

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 upcoming Q2 results are the main focus, alongside Coreturas selection of QNXs Alloy Kore platform in a record design win that adds substantially to the royalty backlog. Traders see the deal as validation of QNXs growth potential, while skeptics question how quickly backlog will translate into revenue and point to the muted share-price reaction.

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.

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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Tesla Stock Revs Up On Cybercab Buzz: Analyst Sees ‘Good Entry Point’ As Robotaxis Drive 30% Of Bull Case

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Morningstar expects Cybercab’s low costs to support “strong profits” and “strong growth in 2027.”

TSLA Stock Sinks Toward Worst Week This Year After Weak Q2 — But CEO Elon Musk Is A 'Big Fan' Of His Insightful Retail Investor Army

Musk also said that SpaceX went public partly to let ordinary investors participate, even as its shares head toward a third straight weekly decline.

TSLA Stock Extends Tumble Overnight: Munster Sees Capex Blowing Past Street Estimates Next Year Too

Analyst Gene Munster sees Tesla’s 2027 Capex reaching $25 billion, above Wall Street’s $21 billion estimate.

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Hold rates steady

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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.

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