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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns record results and stronger outlook, supported by AI-driven memory demand and tight supply, have drawn attention, but the shares barely moved despite the strong report. Bulls see the memory upcycle continuing, while skeptics argue the news was priced in and point to higher spending, margin concerns, and the muted reaction.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes upcoming quarterly results are the dominant focus as shares trade near long-term lows, with traders watching guidance for signs the turnaround is gaining traction. The community is sharply divided between bears expecting continued weakness and bulls anticipating a relief rally, with record short interest raising speculation about a squeeze if results or outlook surprise positively.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is drawing attention as long-term Treasury yields climb to multi-year highs, driving continued selling despite cooler-than-expected PCE inflation and reduced expectations for another Fed hike. Traders debate whether rising yields reflect debt and supply concerns or present a buying opportunity, with bearish momentum views competing against calls that the fund is oversold and its yields are attractive.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCNs rebound is drawing bullish attention, with traders citing Zebecs payroll and payment integrationsincluding Stellar enterprise payroll and MoneyGram-related railsas evidence of potential real-world utility. Others question whether partnerships will translate into sustained usage and token demand, while Robinhood and BlackRock speculation remains unconfirmed.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs sharp, high-volume breakout has driven attention, with traders debating whether momentum and elevated short interest could fuel a squeeze. The move is also being framed around anticipated Anktiva developments, including a pending FDA label-expansion decision, though speculation about imminent news is unconfirmed.

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 C

Googles Gemini 4 Argon launch, with a focus on coding and cybersecurity, is drawing attention as bullish traders praise its reported capabilities. Others remain skeptical about Geminis competitiveness and point to volatile price action, with some gains reportedly fading after the announcement.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webulls sharp pullback after a recent rally is driving discussion, with traders focused on recurring executive share sales and the stocks persistent underperformance versus Robinhood and other fintech peers; some blame shorting and technical pressure, while bulls argue the companys growth and recent results remain strong. The cause of the selloff is disputed, and messages do not establish a single confirmed catalyst.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts post-Q2 pullback, following a softer Q3 U.S. sales outlook, is fueling continued concern about its valuation and a weakening consumer backdrop. Traders are split between expecting further downside and viewing the decline as a buying opportunity based on Walmarts defensive retail position.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations 20-year nuclear power agreement with Amazon, including support for expanding the Calvert Cliffs plant, is drawing attention as traders view it as evidence of durable data-center power demand and added revenue visibility. Reactions are broadly positive on the deal, though some note that the shares remain weak despite the news.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware judge found that Liquidias Yutrepia infringes two United Therapeutics patent claims covering treatment of PH-ILD, triggering a sharp selloff. Traders are debating whether the remedy will remove the PH-ILD indication or restrict sales more broadly; Liquidia plans to appeal, while some investors view the decline as an overreaction.

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Yarrow Bioscience Announces Closing of its $172.5 Million Underwritten Public Offering Including Full Exercise of the Underwriters Option to Purchase Additional Shares

Yarrow Bioscience, Inc. (Yarrow or the Company) (Nasdaq: YARW), a clinical-stage biotechnology company focused on developing transformative therapies for autoimmune thyroid diseases, today announced the closing of its previously announced underwritten public offering of 6,634,615 shares of its...

Yarrow Bioscience Announces Pricing of $150 Million Underwritten Public Offering

Yarrow Bioscience, Inc. (Yarrow or the Company) (Nasdaq: YARW), a clinical-stage biotechnology company focused on developing transformative therapies for autoimmune thyroid diseases, today announced the pricing of its previously announced underwritten public offering of 5,769,231 shares of its...

Yarrow Bioscience Announces Proposed Underwritten Public Offering

Yarrow Bioscience, Inc. (Yarrow or the Company) (Nasdaq: YARW), a clinical-stage biotechnology company focused on developing transformative therapies for autoimmune thyroid diseases, today announced that it has commenced an underwritten public offering of shares of its common stock or, in lieu of...

Yarrow Bioscience Reports Second Quarter 2026 Financial Results and Provides Business Update

Yarrow Bioscience, Inc. (Yarrow or the Company) (Nasdaq: YARW), a clinical-stage biotechnology company focused on developing transformative therapies for autoimmune thyroid diseases, today announced financial results for the second quarter ended June 30, 2026 and provided business updates. The...

Yarrow Bioscience Announces Closing of Merger with VYNE Therapeutics and Initiation of Dosing in Phase 2a/2b Trial of YB-101, a Potential First-in-Class Treatment for Graves Disease and Thyroid Eye Disease

Yarrow Bioscience, Inc. (Yarrow or the Company) (Nasdaq: YARW), a clinical-stage biotechnology company focused on developing transformative therapies for autoimmune thyroid diseases, today announced the completion of its merger with VYNE Therapeutics Inc. (VYNE), and the previously announced...

Yarrow Bioscience, Inc. is a clinical-stage biotechnology company focused on developing transformative therapies for autoimmune thyroid diseases. The company is developing YB-101, a potentially first-of-its-kind antibody therapy aimed at treating Graves disease (GD) and thyroid eye disease (TED). Yarrow Bioscience was founded in October 2025 and is headquartered in New Haven, CT.

Yarrow Bioscience Inc.

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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