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Alkami plunges after board opts to stay independent; McDonald’s falls on higher capex and weaker US outlook; KB Home cuts revenue and gross-margin guidance.
Editorial companion
The clip highlights a sharp move in McDonald’s shares after management raised capital spending plans and warned the U.S. business could be “slightly negative” in the third quarter, a direct operational signal that landed during an investor day presentation. The combination of higher capex and a softer near-term U.S. outlook produced a single-day price drop to the weakest intraday level since October 2022, making it one of the clearest examples this week of guidance-driven volatility for a large, mature consumer company.
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