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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

Metas Muse personal AI agent and the Meta Connect showcase are driving attention, with traders focused on early adoption, potential commerce integrations, and whether the product can become a meaningful source of growth. Optimism over Metas consumer-AI prospects and analyst upgrades competes with concerns about monetization, privacy, heavy AI spending, and a possible sell-the-news reaction after the stocks sharp run.

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 management warned that sticky inflation and subdued restaurant traffic may persist, while its new growth plan and franchise investment raised concerns about near-term costs and returns. Traders are divided between viewing the outlook and consumer value pressures as ongoing headwinds and seeing the sharp decline and oversold conditions as a buying opportunity.

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 financing, following encouraging VK2735 obesity-drug maintenance results, is driving debate: critics see dilution and poor timing as a drag on momentum, while supporters say the funding strengthens the companys ability to advance the drug and negotiate from a position of strength. Traders remain focused on the trial data and speculate about a potential partnership or buyout, neither of which is confirmed.

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 strong Q2 results and upbeat outlook, driven by growth in its Vector-powered advertising business, have fueled a turnaround narrative and a wave of analyst upgrades. Traders are broadly encouraged by improving execution and potential competition with AppLovin, while some caution that the rally may be stretched and question whether the growth is sustainable.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas acquisition-led expansion in defense and autonomous systems is a major discussion point, with bulls seeing a broader integrated platform and skeptics citing dilution, integration risk, and a lack of organic contract updates. Traders are also focused on the stocks difficulty holding above the $7.50$8 area, debating whether heavy short interest could fuel a squeeze or keep the shares range-bound.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is drawing attention after Galleri missed the NHS-Galleri trials primary endpoint for reducing Stage III/IV cancer diagnoses, prompting a sharp selloff. Traders are split between viewing the result as a major setback and pointing to improved detection trends, available cash, and the pending U.S. FDA review as reasons the reaction may be overdone.

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

Coreturas selection of BlackBerrys Alloy Kore platform as its vehicle software foundationthe products first design win and a major addition to QNXs royalty backlogis driving attention alongside the upcoming earnings report. Traders see it as validation of QNXs growth potential, while others question how quickly the backlog will translate into revenue and whether earnings guidance will show meaningful progress.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields climb amid hawkish Fed expectations, persistent inflation concerns, strong economic data and worries about heavy government borrowing. Traders are broadly bearish on the bond selloff, though some are buying the weakness in anticipation of a yield peak and rebound.

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 and its AI-focused product roadmap are driving attention, with traders viewing edge computing and agentic-AI traffic as potential growth catalysts; some also cite claims about Fastly handling Meta Muse traffic. The bullish re-rating narrative is tempered by skepticism about whether AI demand can translate into durable economics, alongside concerns that the sharp rally may 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 sharp rise and push toward recent highs is fueling debate over Michael Burrys reported addition to his short position. Bulls dismiss the bearish call and point to AI momentum, while skeptics argue the companys valuation is stretched; some traders speculate that short covering is adding to the move.

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The move appears tied to traders focusing on an independent testers reported results that Fastly carried 29.3% of Meta Muse agent traffic, including all browser-navigation tasks, fueling an AI infrastructure narrative. Renewed attention to Fastlys edge-computing and security offerings is also being cited.

Fastly's CTO Sells Over 33,000 Shares for $825,000 After the Stock Rose 177% Over the Past Year

Key PointsThe transaction involved the sale of 33,579 shares for a total value of ~$825,000 based on weighted average execution prices...

Should You Be Bullish on Fastly (FSLY)?

Fastly Launches AI Firewall and AI Runtime Control to Secure and Scale AI

Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced AI Runtime Control, AI Firewall, and new API Security capabilities designed to give organizations real-time visibility and control across their AI systems. Expanding the Fastly for AI portfolio, these new...

Fastly CTO Artur Bergman Sells 8,960 Shares for $203,571

Key PointsThe transaction involved 8,960 shares for a total value of ~$204,000 based on a weighted average price of $22.72 on September 9, 2026...

Why Is Comcast Stock Up on Thursday?

Comcast stock rises Thursday following new edge compute and enterprise software partnerships with Fastly and Equinix.read more...

Comcast and Fastly Partner to Develop Next-Generation Content and Application Delivery Model to Deliver Xfinity Members Faster, More Reliable Streaming

Comcast and Fastly today announced a next-generation content and application delivery partnership that pushes live streaming content closer to the edge of the network, helping power faster, lower-latency experiences for millions of Xfinity members. By integrating Fastlys software into Comcasts...

Fastly (FSLY) Down 6.9% Since Last Earnings Report: Can It Rebound?

Fastly (FSLY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Fastly, Inc. (NASDAQ: FSLY) Investor Alert: Schubert Jonckheer Investigating Possible False Statements Following 31% Stock Drop

Fastly, Inc. (NASDAQ: FSLY) Investor Alert: Schubert Jonckheer Investigating Possible False Statements Following 31% Stock Drop Fastly, Inc. (NASDAQ: FSLY) Investor Alert: Schubert Jonckheer Investigating Possible False Statements Following 31% Stock Drop PR Newswire SAN FRANCISCO, Sept. 1, 2026...

Salesforce Just Made Chamath Rethink SaaS? After Calling RPO Worthless Just Months Ago, He Says Software Valuations Will ‘Snap Back’ 

Equity

Palihapitiya praised CEO Marc Benioff as “too good” and said he expects Salesforce to make good deals as the AI ecosystem evolves.

Fastly (FSLY) Crossed Above the 20-Day Moving Average: What That Means for Investors

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

• Reported GAAP EPS of -$0.10 up 61.54% YoY
• Reported revenue of $183.32M up 23.27% YoY

Fastly continues to face material risks from a history of operating losses, potential cybersecurity threats, and supply chain dependencies that could disrupt operations and harm the company's financial performance.

Fastly demonstrated strong financial performance with 23% year-over-year revenue growth and an improved net retention rate, while maintaining a stable and significant base of 624 large, high-revenue customers.

Extremely Bullish Sentiment

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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Traders are buzzing about potential valuation expansion as the company positions its edge infrastructure for AI agent workloads.

Speculation is mounting that significant traffic routing for a popular AI platform acts as a major growth catalyst.

Market sentiment remains divided as traders watch for a sustained break above the stubborn $30 price ceiling.

Reaction to recent financial targets and technical announcements has fueled high volatility as participants parse the outlook.

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