The 7 Biggest IPO Opportunities of 2026

One is expected to come public at $2 trillion or more — which would be the largest IPO in history. Another filed confidentially at an $852 billion valuation. The third doubled revenue to $2.2 billion in 2025 and targets $4.3 billion this year. All three sit in the pipeline section of the report.

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☕️ GM Munchers! Yesterday marked the start of fall, which means pumpkin spice has officially invaded everything you love. Americans spend over $800 million a year on pumpkin-flavored products and my wife is somehow responsible for what feels like 50% o that.

On today’s menu:

• 📈 The 10-Year Yield Just Hit A 19-Year High

• 🍟 McDonald's Keeps Getting Cheaper. It’s Time To Pay Attention.

• 🍳 Cracker Barrel, Amazon & Palantir Make Headlines

• 🤑 This Stock Is Having A Crazy Month

Yesterday’s numbers:

BREAKING NEWS

📈 The 10-Year Yield Just Hit A 19-Year High

The market is flashing a bigger warning sign than the look my wife gives me when I say I'd rather not visit the in-laws on Sunday. The most important number in all of finance, the U.S. 10-year Treasury yield, just spiked to 5.05%, its highest level in 19 years, and kept climbing from there in one of its biggest single-day moves in nearly two years. That yield is basically the interest rate the government pays to borrow money for a decade, and it quietly sets the price of mortgages, car loans, business loans, and even how expensive stocks "should" be. When it moves this hard, everything feels it.

So why is it climbing? Here's the twist: partly because the economy is doing too well. New data showed U.S. business activity growing at its fastest pace since 2021, which sounds great, but strong growth makes investors fear inflation sticks around, which pushes yields up. Layer on hawkish comments from a top Fed official, stubbornly high oil prices from the Iran conflict, and a weak government bond auction where buyers demanded more return, and you get a rocket under yields.

• 😬 The scary history: The last time the 10-year sat this high, back in 2007, the economy soon tumbled into recession and stocks eventually crashed roughly 50%.

• 🏦 More hikes may be coming: The strong economy gives the Fed room to keep raising rates to fight inflation and there’s now a 68% chance of another hike in October.

• 🏠 Your wallet feels it directly: Higher yields mean pricier mortgages, steeper car loans, and more expensive borrowing for businesses, which can eventually slow hiring.

The Munch Take: Let's be clear-eyed here without fear-mongering. A 5% yield is a genuine stress point, and the 2007 comparison is real, but "high yields" alone don't automatically mean a crash tomorrow. Markets can handle rising rates just fine as long as the economy stays strong, and right now it is. The real danger comes if earnings start cracking while yields stay high. That's the combo to watch. Our stance is unchanged: we never panic-sell because of a number, but we are keeping cash ready. If high yields eventually spook stocks and drag quality names lower, that's our shopping cue, not our exit. And remember, a risk-free 5% Treasury isn't the worst place to park cash while you wait.

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MARKET OVERVIEW

🍿 Tasty Movers & Shakers

🤑 Bonus Report: My plan to make $8k by Monday morning (Ad)

🔍 $PLTR Palantir climbed 3.68% after the FAA started using its AI software to run air traffic control at three major Washington-area airports. Landing a mission-critical government contract like that is exactly the kind of validation this stock feeds on.

🍳 $CBRL Cracker Barrel rose 4.49% on an earnings beat helped by more customers coming through the door. Turns out old-fashioned comfort food still pulls a crowd when the rest of retail is struggling.

📺 $AMZN Amazon fell 2.24% and $NFLX Netflix slipped 1.11% after both lost a four-year deal to livestream Coachella to YouTube. YouTube keeps quietly snatching wins from the streaming giants, and investors are noticing the pattern.

🎲 $HAS Hasbro dipped 0.45% even after bringing back its beloved Monopoly promotion with McDonald's. Nostalgia is nice, but it wasn't quite enough to move the needle this time.

🇨🇳 $BABA Alibaba dropped 4.75% on reports that Beijing is probing rival AI firms DeepSeek and Moonshot AI. Nothing spooks Chinese tech investors faster than the words "government investigation."

🛒 $CART Maplebear fell 3.27% despite announcing a deal to bring Instacart shopping into Meta's Muse AI assistant. Even a partnership with the hottest AI app of the moment couldn't save the stock this session.

STOCK OF THE DAY

🍟 McDonald's Keeps Getting Cheaper. It’s Time To Pay Attention.

There are few things in life that bring me as much joy as a $1 McDonald's coffee in the morning. And the brand? World-class. Genuinely top five on the planet, hands down. So when a business this iconic goes on sale, we perk up. $MCD McDonald's dropped over 5% yesterday and is now down more than 20% year to date, sitting near a two-year low. For a stock that's supposed to be recession-proof, that's a real fall from grace.

So what actually went wrong? Yesterday was McDonald's big Investor Day, and management gave the crowd two things it didn't love. First, they pushed back their goal of hitting 50,000 restaurants worldwide from 2027 to 2028, blaming cautious consumer spending and rising construction costs. Second, they unveiled a pricey $8.5 billion strategy called "McDonald's NEXT." Add in a lower-income customer who's pulling back on Big Macs, and you get a nervous market. CEO Chris Kempczinski summed up the year bluntly: "We don't have a strategy problem. We simply didn't execute."

Here's the part that makes this genuinely interesting, and it's the secret most people miss about McDonald's. This isn't really a burger company. It's one of the largest real estate empires on Earth wearing a clown costume. McDonald's owns the land and buildings under most of its locations and collects rent from franchisees, which is a far more durable, predictable business than flipping patties.

• 🏢 It's a landlord first: McDonald's makes a huge chunk of profit from rent and royalties, not fries, which means steady cash flow even when a few slow quarters hit.

• 💰 The dividend is a fortress: MCD just raised its payout for the 50th straight year, officially making it a "Dividend King," and now yields around 3.25%, its most attractive in years.

• 📉 The bar is finally reasonable: After this drop, the stock trades at a below-average valuation of roughly 19 times earnings, with analyst price targets clustered north of $310.

The Munch Take: Here's our honest read. This is exactly the kind of setup we love: a truly elite, irreplaceable business getting marked down over short-term execution stumbles and a nervous consumer. You're not just buying a burger chain, you're buying a global real estate machine that collects rent and raises its dividend like clockwork, now paying you 3.25% to wait. Is it a screaming "back up the truck" buy today? Not quite, since a weak lower-income consumer and 5% Treasury yields are real headwinds. But this stock is officially on our radar in a big way. We'd happily nibble on a world-class brand while it's out of favor, then let the rent checks and dividends compound for a decade. Sometimes the best opportunities are hiding under the Golden Arches.

🚀 Pre-Market Fuel

1. 👀 5 Best Stocks to Buy report (Ad)

2. 🤑 This stock is having a crazy month.

3. 🤯 This is a crazy stock market fact.

4. 🇨🇦 The Canadian Dollar just did something interesting.

🍪 Munchy Memes

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