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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

Muses rapid early adoption and Meta Connects AI-agent and smart-glasses announcements are driving attention, with bulls seeing a new consumer-AI growth opportunity and skeptics questioning monetization, privacy, and whether the products justify the recent rally. The stocks sharp run has also fueled debate over a potential sell-the-news pullback.

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 has traders pointing to hot economic data and rising Treasury yields, which revived expectations for further Fed rate hikes and pressured growth stocks; some also worry Metas Muse could intensify competition in AI and search. Others view the decline as an overreaction and a buying opportunity.

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 emphasized persistent inflation and sluggish restaurant traffic, alongside substantial spending on restaurant upgrades and franchisee support. Traders debate whether the growth plan can address affordability and weaker customer demand, while some see the steep decline and oversold conditions as a buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

GOOGs selloff is fueling concern that Metas Muse and other AI rivals may be outpacing Google, with traders questioning Geminis competitive position; speculation about Gemini 4 and dip-buying offers a counterpoint. Some also blame rising Treasury yields and rate-hike fears for pressure on the stock and broader tech market.

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

Traders are linking Unitys rally to Meta Connect, where Unitys role as a supported engine for Metas VR platforms has raised expectations for a possible Unity-related announcement. Heavy call-option activity has fueled short-squeeze speculation, though some traders note that no specific Unity news has been confirmed and the move may be driven by positioning.

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 positive VK2735 weight-loss maintenance data has been followed by a proposed stock-and-convertible-notes offering, fueling volatile trading. Traders are divided over near-term dilution and lost momentum versus the added funding for development and potential commercialization; buyout or partnership talk remains speculative.

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Rising Treasury yields and stronger business-activity data have intensified concern that the Fed may raise rates again, weighing on SPY. Traders are split between expecting more downside and treating the pullback as buyable, arguing the market has remained resilient despite higher yields.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs discussion centers on the pending 80th-event trigger and final analysis of its Phase 3 REGAL trial of GPS in AML. Bulls view the prolonged event interval as a possible sign of longer survival, while skeptics note that the blinded data cannot show which treatment arm is responsible; buyout talk and anticipated SLS009 data are also being debated but remain speculative.

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 Coreturathe Daimler Truck and Volvo Group venturehas focused attention on QNXs growth potential ahead of earnings. Bulls see the deal and NVIDIAs QNX references as validation of the software story, while skeptics question how quickly backlog will translate into revenue and look to earnings and guidance for proof of execution.

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 drawing attention to its investor-day strategy and new AI-focused products for edge computing and security, alongside growing interest in agentic-AI traffic. Traders are debating whether the AI narrative and reported Meta Muse traffic could support a lasting re-rating, while some caution that the revenue impact is unproven and the sharp move may fade.

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WSFS Bank and Bryn Mawr Trust Expand into Lancaster; Deepening Regional Wealth, Private Banking, and Lending Services

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank and Bryn Mawr Trust, announced the opening of a new office in Lancaster, Pennsylvania. The new location solidifies WSFS Bank and Bryn Mawr Trusts growing presence across the region, expanding a full suite of wealth...

WSFS (WSFS) Upgraded to Buy: What Does It Mean for the Stock?

WSFS (WSFS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

KBRA Affirms WSFS Financial Corp.s A- Senior Unsecured Debt Rating; Stable Outlook Supported by Strong Earnings, Liquidity, Capital Position and Diversified Revenue Streams

Kroll Bond Rating Agency (KBRA) has reaffirmed the senior unsecured debt rating of A- for WSFS Financial Corporation (NASDAQ: WSFS) (WSFS or the Company). KBRA also reaffirmed WSFS subordinated debt rating of BBB+ and a short-term debt rating of K2. WSFS Bank, the Companys primary subsidiary...

Moodys Reaffirms WSFS Financial Corps Baa2 Issuer Rating with a Positive Outlook; Reflects Diversified Business Model, Strong Capital, and Earnings Strength

Moodys Investors Service has reaffirmed their ratings to WSFS Financial Corporation (NASDAQ: WSFS) (WSFS or the Company) and WSFS Bank with issuer ratings of Baa2 and revised outlook to positive from stable. The change in outlook was driven by improved credit, sustained earnings and continued...

Zacks Industry Outlook Highlights WSFS Financial, Provident Financial Services and Southern Missouri Bancorp

WSFS Financial, Provident Financial Services and Southern Missouri Bancorp benefit from improving loan demand and industry prospects.

3 Savings & Loan Stocks Worth Picking on Improving Industry Prospects

WSFS, PFS and SMBC within the Zacks Savings and Loan Industry will gain from improving loan demand. Digital upgrades will also improve operating efficiency.

WSFS Financial (WSFS) Is Up 0.45% in One Week: What You Should Know 

Does WSFS Financial (WSFS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Morningstar DBRS Confirms A Rating to WSFS Bank; WSFS Financial Corporation Receives A (low) Rating with Stable Outlook

Morningstar DBRS confirmed its credit ratings of WSFS Financial Corporation (NASDAQ: WSFS) (WSFS or the Company) with a Long-Term Issuer Rating of "A (low)" and A to WSFS Bank. The trends on all credit ratings are Stable. The Intrinsic Assessment (IA) for the Bank is a, while its Support Assessment...

WSFS Bank's Annual Money Trends Survey Signals Shift to Purposeful Spending as Consumers Redefine Financial Habits

Regional consumers are rewriting their financial playbooks. Rather than simply reacting to economic headwinds, households are showing increasing levels of financial mindfulness, and are evaluating how they spend, borrow, and save. According to the annual Money Trends survey from WSFS Bank, the...

WSFS Financial Analysts Raise Their Forecasts After Better-Than-Expected Q2 Results

WSFS Financial Corp (NASDAQ:WSFS) reported upbeat Q2 earnings, beating analyst estimates. Stock gained 1.4% to $80.98. Analysts raise price targets.read more...

WSFS Financial Corp. is a savings and loan holding company, which engages in the provision of banking and financial services. It operates through the following business segments: WSFS Bank, Cash Connect, and Wealth Management. The WSFS Bank segment provides loans and other financial products to commercial and retail customers. The Cash Connect segment offers ATM vault cash, cash safe, and other cash logistics services. The Wealth Management segment focuses on an array of fiduciary, investment management, credit, and deposit products to clients. The company was founded in 1832 and is headquartered in Wilmington, DE.

WSFS Financial Corp.

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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