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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis quarterly results beat expectations, with raised full-year guidance and a new 2027 outlook drawing bullish reactions. Traders remain divided over whether the strong report can sustain a rebound or whether the stock will repeat its pattern of fading after earnings.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPals quarterly results and raised full-year earnings outlook are driving attention: traders point to earnings and operating-income beats, while revenue and payment volume fell short of estimates. The stocks decline despite the guidance raise has left the community divided between optimism about the results and frustration over weak growth and the muted market reaction.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms financing arrangement to supply AI chips and networking equipment to Anthropic is driving attention, alongside an analyst upgrade tied to Anthropics prospective IPO. Traders see the deal as added visibility for AI demand, while others question its financing and credit risks and note that the shares have struggled to keep pace with other semiconductors.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digitals Q3 earnings, which traders described as a strong beat, and a new share-repurchase authorization are driving attention. Optimism over the results is tempered by disappointment that no new Helios data-center tenant was announced, alongside questions about why the shares have not risen more.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention after a broad-market bounce, with traders linking the move to optimism around possible Iran de-escalation and strength in AI and semiconductor shares, while watching the Fed and major tech earnings. The reaction is divided: some expect the rally to continue, while others see a fragile, headline-driven bounce and anticipate a fade.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas quarterly results beat expectations and its upbeat outlook for AI-data-center demand and future growth have driven attention, with many traders viewing the report as support for the AI infrastructure trade after the stocks sharp pullback. Others caution that lower free-cash-flow guidance, rising capital spending and questions about whether AI demand can last temper the bullish reaction.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings quarterly results modestly topped expectations, while its outlook pointed to continued growth, drawing attention ahead of the earnings reaction. Traders are split on whether the beat and guidance can overcome caution about the stocks history of post-earnings declines and whether strong results were already priced in.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools weaker-than-expected Q3 results and another cut to its 2026 outlook, now calling for an adjusted loss, are driving the discussion. Traders are largely concerned about continued declines, weak demand and debt, while some see the selloff as a potential bottom and hope managements conference-call comments offer reassurance.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is drawing attention after third-quarter results beat expectations and management raised its full-year outlook, though traders are debating the muted share-price reaction. Bulls point to a shift toward higher-margin shipments and network efficiencies, while skeptics question whether margins and peak-season execution can sustain the improvement as Amazon volume declines.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

Royal Caribbeans Q3 earnings beat and higher full-year guidance drew attention, while a softer-than-expected Q4 outlook and expenses shifting into the next quarter prompted questions about the durability of the beat. Traders are weighing strong demand and bookings against near-term guidance concerns and debt risks.

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PepsiCo And Taco Bell Extend Partnership Through 2036

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Pepsi renews contract with Taco Bell days after KFC switches to Coke in the U.S.

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One Of The Longest-Running Partnerships In Fast-Food Industry Comes To A Sudden End

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 KFC plans to ditch Pepsi in favor of Coca-Cola at thousands of restaurants across the United States, ending one of the longest-running partnerships in fast-food history.

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KFC replacing Pepsi with Coca-Cola at 3,700 US restaurants after nearly four decades

KFC is making a major change to its drink lineup, announcing Thursday that it will replace Pepsi with Coca-Cola at its U.S. restaurants, ending a beverage partnership that lasted roughly four decades.The fried chicken chain said it will begin transitioning to Coca-Cola products in January 2027...

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Yum China Holdings, Inc. engages in the business of franchising and owning entities that own and operate restaurants. It operates through the following segments: Kentucky Fried Chicken (KFC), Pizza Hut, and All Other Segments. The KFC segment focuses on operating a restaurant chain. The Pizza Hut segment offers casual dining and home service. The All Other segment includes the operations of Lavazza, Huang Ji Huang, Little Sheep, and Taco Bell, together with the company's delivery operating segment and e-commerce business. The company was founded in 1987 and is headquartered in Shanghai, China.

Yum China Holdings Inc

Taco Bell’s Lettuce Trouble Serves Up A Tough Test For Yum! Brands Ahead Of Q2 Earnings

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>The outbreak has sickened nearly 2,000 people across nine states, with Taylor Farms identified as the likely supplier.&nbsp;</li><li>The crisis has hurt customer traffic and increased food safety concerns.&nbsp;</li><li>Taylor Farms has faced previous food safety scrutiny, including a 2024 E. coli outbreak linked to McDonald’s onions.&nbsp;</li></ul>Yum! Brands Inc. (YUM) is preparing to address investor concerns after a major food safety incident involving its Taco Bell chain. The company is slated to report its fiscal second-quarter (Q2) earnings on Thursday as health authorities investigate a nationwide cyclospora outbreak connected to contaminated lettuce products served at restaurants.<h2 class="st-heading-2">Taco Bell Health Crisis Puts Yum! Brands’ Growth Engine Under Pressure&nbsp;</h2>Yum! Brands finds itself defending the crown jewel of its fast-food empire ahead of its Q2 earnings. Taco Bell, which historically generates over 75% of Yum!’s U.S. divisional operating profit, is currently embroiled in one of the most severe fast-food health crises of the decade.According to joint investigation updates from the CDC and FDA, a massive multistate outbreak of cyclosporiasis—a microscopic parasitic infection that causes severe, prolonged, and explosive gastrointestinal illness—has infected at least 1,947 people across 9 states, leading to nearly 100 hospitalizations.The FDA first connected the Taco Bell-related cyclosporiasis outbreak to shredded iceberg lettuce on July 16. The agency and the CDC said they were looking into illnesses reported among customers who ate lettuce at Taco Bell restaurants in Indiana, Kentucky, Michigan, Ohio and West Virginia.A day later, on July 17, the FDA identified Taylor Farms de Mexico as the likely supplier of the affected lettuce. Taylor Farms then voluntarily removed iceberg lettuce from central Mexico from the market. After the FDA connected the parasite outbreak to Taco Bell’s lettuce, customer visits to the chain dropped sharply, according to Placer.ai data.&nbsp;For investors, the outbreak comes at a difficult time. Fast-food companies are already facing concerns over rising prices, supply chain problems and increased government attention on food safety under U.S. Health Secretary Robert F. Kennedy Jr.&nbsp;<a href="https://stocktwits.com/symbol/YUM">Yum! Brands stock</a> edged 0.6% lower in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">Heightened Food Safety Oversight&nbsp;</h2>Under Robert F. Kennedy Jr., agencies such as the FDA and CDC have taken a more active approach toward imported food, food production standards and supply chain monitoring.Kennedy’s approach focuses on three main areas: stricter inspections of imported produce, greater accountability for companies to prevent contamination in their supply chains, and faster public warnings when health agencies identify food safety risks linked to specific products or brands.For Yum! Brands, this tougher regulatory environment could create additional challenges, as public attention around supplier problems can quickly affect customer trust and restaurant visits.Taco Bell Incident Echoes McDonald’s E. Coli Crisis&nbsp;This is not the first time Taylor Farms has been linked to a major food safety issue involving a fast-food chain.In late 2024, McDonald’s (MCD)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mcd-stock-slides-on-e-coli-outbreak/cJ2LWR9Rep">faced</a> an E. coli outbreak connected to onions supplied by Taylor Farms’ Colorado facility. The incident affected more than 100 people across 14 states, resulted in one death and hurt the company’s U.S. sales as some restaurants removed onions from their Quarter Pounder burgers.Both incidents show a major risk in the fast-food industry: many restaurants rely on a few large suppliers for fresh produce. While companies usually have several sources for meat and dairy, ingredients like lettuce and onions often come from a limited number of suppliers.&nbsp;Investigators traced the Taco Bell outbreak through the supply chain, from farms in central Mexico to Taylor Farms’ processing centers and then to restaurants. Health officials believe the Cyclospora parasite may have contaminated the lettuce before it reached stores, causing illnesses across multiple locations.<h2 class="st-heading-2">What Management Needs To Address&nbsp;</h2>As Yum! Brands prepares to report its Q2 results, analysts expect earnings of $1.56 per share on revenue of about $2.18 billion, as per Fiscal AI data. The company will report earnings premarket on Thursday. Since the outbreak grew after the quarter ended, investors are likely to focus more on management’s comments about future sales, customer traffic and the company’s recovery plans.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260730_052216894_e7f02d28b8.png" alt="koyfin_20260730_052216894.png" width="2400" height="1240"></figure>The main concerns for investors include weaker customer visits in affected states, especially where Taco Bell has a large presence. Food safety concerns could keep some customers away during the busy summer season.Taco Bell offered $1 lettuce-free&nbsp;Enchiritos (a trademarked menu item)&nbsp;and Nacho Fries for one day to win back customers after the outbreak. The promotion came after CEO Sean Tresvant promised customers that the company would rebuild trust through transparency.&nbsp;YUM Stock: Retail View&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory. The stock saw a 50% cut in message volume over the last week.&nbsp;A user&nbsp;<a href="https://stocktwits.com/parcha/message/660293563">said</a>, “Cyclospora outbreak tied to Taco Bell will steal spotlight from Yum earnings.”&nbsp;YUM stock has gained 0.4% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/bb-stock-stares-at-worst-month-in-over-14-years-retail-bulls-look-to-alloy-kore-qnx/cZNRnRTRJRQ">BB Stock Stares At Worst Month In Over 14 Years: Retail Bulls Look To Alloy Kore, QNX</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Taco Bell logo is displayed at a Taco Bell restaurant on July 14, 2026 in Pasadena, California. 

Yum! Brands is facing investor concerns as Taco Bell’s lettuce-related cyclospora outbreak affects customer visits ahead of its Q2 earnings report.

McDonald's Corp

Yum Brands Inc.

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Watching for a better entry

Sweetgreen shares tanked over 24% in a month during the cyclospora outbreak, but are up over 18% today after investigators tied the illness to Taco Bell's lettuce supplier - not Sweetgreen. Are you buying $SG on the dip? Explain your reasoning in the comments.

Sweetgreen ($SG) was not linked to the cyclospora outbreak - are you a buyer of the stock?

Stocktwits

Sweetgreen Inc - Ordinary Shares - Class A

) was not linked to the cyclospora outbreak - are you a buyer of the stock?

Current Price	$45.53
Prev Close	$44.54
Open	$44.77
Dividend Yield	2.01%
50-Day Moving Average	$43.58
Beta	0.60
Avg. Volume	1.31M
PE Ratio	16.71

52-Week High	$58.39
52-Week Low	$39.72
Market Capitalization	$15.25B
EPS (Annual)	$2.50
Price to Book	2.93
Revenue Per Employee	$40,679.31

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