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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is trending as it faces a patent infringement lawsuit from Novo Nordisk and intense FDA/DOJ scrutiny over its compounded GLP-1 weight-loss offerings, sparking a significant sell-off and heated community debate about management's decisions and potential for a short squeeze.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is trending as its merger target, Infleqtion, gained significant attention for securing a NASA space mission and a DOE contract, with the community highly anticipating the upcoming merger vote on February 12th and NYSE debut as INFQ on February 17th. Investors are actively discussing Infleqtion's perceived undervaluation compared to quantum peers, emphasizing its superior neutral-atom technology and established government contracts in defense, space, and energy as key drivers for substantial upside post-merger.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart's imminent earnings report is sparking intense debate among investors, with strong convictions for both significant upside and downside moves. The community is also closely watching how potential credit card interest rate caps and the broader fintech market could influence the AI-powered lending platform's outlook.

Evommune, Inc. is a clinical-stage biotechnology company. It engages in the development of medicines for inflammatory diseases. The company was founded by Luis C. Pena, Eugene Andrew Bauer, and Hans Hofland in 2020 and is headquartered in Palo Alto, CA.

Evommune Inc.

Evommune Inc

Evommune (EVMN) is actively trending following positive Phase 2a trial results for its atopic dermatitis drug, EVO301, prompting analysts to significantly raise price targets. The news has sparked a lively debate among traders, with many anticipating further upside and a potential short squeeze, while others expect profit-taking and caution against volatility.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Charles Schwab (SCHW) is trending as the broader financial advisory sector reacts to fears that a new AI tax strategy tool from Altruist could disrupt traditional wealth management services and compress fees. The community is debating if this selloff is an overreaction or a legitimate threat, with many viewing it as a "buy the dip" opportunity for established firms to quickly adapt.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Robust positive 52-week maintenance data for Nektar Therapeutics' atopic dermatitis drug, rezpegaldesleukin, is driving significant analyst upgrades and community discussions around a major valuation re-rate, given its durable responses and strong safety profile. Investors are also actively speculating on a potential short squeeze or a significant settlement/buyout, particularly with ongoing litigation with Lilly.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending after its Q4 earnings report showed profitability but cautious 2026 guidance and a strategic exit from a business line, triggering a substantial sell-off. The community is vigorously debating whether the market's reaction is an unjustified manipulation of an undervalued stock or a reflection of management's prudent risk management within a challenging fintech landscape.

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Market Intelligence, Ratings, Commodity Insights, Mobility, Indices, and Engineering Solutions. The Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. The Ratings segment is involved in credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The Commodity Insights segment focuses on information and benchmark prices for the commodity and energy markets. The Mobility segment offers solutions serving the full automotive value chain including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The Engineering Solutions segment engages in advanced knowledge discovery technologies, research tools, and software-based engineering decision engines to advance innovation, maximize productivity, improve quality, and reduce risk. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

S&P Global Inc

S&P Global is trending lower after its cautious outlook reinforced market fears that AI-powered tools will disrupt traditional financial information services. The community is sharply divided, debating if this signals a fundamental shift for a high-quality name or an overblown reaction creating a compelling buying opportunity.

Ichor Holdings Ltd. engages in designing, engineering, and manufacturing fluid delivery subsystems for semiconductor capital equipment. It offers gas and chemical delivery systems, which are key elements of the process tools used in the manufacturing of semiconductor devices. The firm also manufactures precision machined components, weldments, and proprietary products for use in fluid delivery systems for direct sales to its customers. The company was founded in 1999 and is headquartered in Fremont, CA.

Ichor Holdings Ltd

Ichor Holdings is trending following strong Q4 2025 earnings and optimistic 2026 guidance, which points to strengthening demand in the semiconductor capital equipment sector. The community is actively discussing ICHR as a key "pick and shovel" play in the memory and AI-driven chip manufacturing landscape, though some warn the stock is overextended.

Gilat Satellite Networks Ltd. engages in the provision of broadband satellite communication and networking solutions and services. It operates through the following business segments: Fixed Networks, Mobility Solutions, and Terrestrial Infrastructure Projects. The Fixed Networks segment provides advanced fixed broadband satellite communication networks, satellite communication systems and associated professional services and comprehensive turnkey solutions and fully managed satellite network services solutions. The Mobility Solutions segment provides advanced on-the-move satellite communications equipment, systems, and solutions, including airborne, maritime and ground-mobile satellite systems and solutions. The Terrestrial Infrastructure Projects segment provides network infrastructure construction of the fiber and microwave network of PRONATEL in Peru. The company was founded by Yoel Gat, Gideon Kaplan, Amiram Levinberg, Joshua Levinberg, and Shlomo Tirosh in 1987 and is headquartered in Petah Tikva, Israel.

Gilat Satellite Networks

Gilat Satellite Networks is trending due to its recent Q4 and full-year 2025 earnings, which, despite strong revenue growth and positive 2026 guidance, led to a sharp stock price decline. The community views this as an overreaction, with many actively buying the dip and highlighting the company's strong pipeline of contracts in the burgeoning satellite communication and defense markets.

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Leerink Partners Begins Coverage on Terns Pharmaceuticals (NASDAQ:TERN)

Leerink Partners started coverage on shares of Terns Pharmaceuticals in a report on Monday. They issued an "outperform" rating and a $58.00 target price on the stock...

Wall Street Analysts See a 50.91% Upside in Terns Pharmaceuticals (TERN): Can the Stock Really Move This High?

The consensus price target hints at a 50.9% upside potential for Terns Pharmaceuticals (TERN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Terns Pharmaceuticals, Inc. (NASDAQ:TERN) Receives Average Recommendation of "Moderate Buy" from Analysts

Terns Pharmaceuticals, Inc. (NASDAQ:TERN - Get Free Report) has received an average recommendation of "Moderate Buy" from the thirteen brokerages that are currently covering the company...

Insider Selling: Terns Pharmaceuticals (NASDAQ:TERN) CEO Sells 68,749 Shares of Stock

Terns Pharmaceuticals, Inc. (NASDAQ:TERN - Get Free Report) CEO Amy Burroughs sold 68,749 shares of the firm's stock in a transaction on Thursday, January 15th. The shares were sold at an average...

Terns Pharmaceuticals (NASDAQ:TERN) Downgraded to Sell Rating by Wall Street Zen

Wall Street Zen lowered shares of Terns Pharmaceuticals from a "hold" rating to a "sell" rating in a research report on Saturday...

Insider Selling: Terns Pharmaceuticals (NASDAQ:TERN) CEO Sells $2,548,525.43 in Stock

Terns Pharmaceuticals, Inc. (NASDAQ:TERN - Get Free Report) CEO Amy Burroughs sold 68,749 shares of Terns Pharmaceuticals stock in a transaction that occurred on Thursday, January 15th. The shares...

<ul class="summary-bullets"><li>Viking CEO Brian Lian said at the conference earlier this week that the strategic interest in weight-loss drug deals is broader than it appears.</li><li>Lian also said in October that the company is “certainly receptive” to outside interest in its obesity program.</li><li>Novo recently lost out to Pfizer in the bidding war for smaller obesity drugmaker Metsera but completed its acquisition of Akero therapeutics in December.</li></ul>Shares of obesity drugmaker Viking Therapeutics (VKTX) rallied 17% on Wednesday after Denmark-based Wegovy producer Novo Nordisk (NVO) said it is on the lookout for merger and acquisition deals to boost its drug portfolio.Novo CEO Mike Doustdar said on Tuesday during the annual JP Morgan Healthcare conference that the company will continue searching for molecules, assets, and companies that are complementary to its portfolio.Other obesity drug manufacturing stocks also rallied at the time of writing, including Terns Pharmaceuticals (TERN), and Structure Therapeutics (GPCR). <a href="https://stocktwits.com/symbol/TERN">TERN shares</a> rose 10% at the time of writing while <a href="https://stocktwits.com/symbol/GPCR">GPCR stock</a> rose 6%.<h2 class="st-heading-2">Novo’s Recent Acquisition Attempts</h2>Doustdar said that the company can afford any amount for an asset, provided it is worth it. Talking about Novo Nordisk’s recent $10 billion bid to acquire smaller obesity drug maker Metsera, the CEO said, “We stopped at $10 billion in Metsera because to us, it was not worth a penny more.” Novo <a href="https://stocktwits.com/news-articles/markets/equity/pfizer-ceo-eyes-big-push-towards-obesity-drug-development-in-2026/cmUafq6R4ED">lost out to Pfizer</a> in the bidding war.However, in December, Novo completed its acquisition of Akero Therapeutics for up to $5.2 billion in a bid to gain access to its experimental drug Efruxifermin, being developed for the treatment of compensated cirrhosis due to metabolic dysfunction-associated steatohepatitis (MASH).<h2 class="st-heading-2">Viking’s Obesity Pipeline</h2>The subcutaneous formulation of Viking Therapeutics' lead candidate VK2735 is currently in late-stage trials for obesity. In a mid-stage trial, patients achieved up to 14.7% mean weight loss in 13 weeks on the drug.The company is also studying a tablet formulation of the drug.Viking CEO Brian Lian said at the conference earlier this week that the strategic interest in weight-loss drug deals is broader than it appears."I think the interest is probably broader than is visible. I think that there are more parties sort of circling around the space and very intrigued," Lian said while adding that he thinks there is a "fair amount of interest” across the industry.Lian also said in October that the company is “certainly receptive” to outside interest in its obesity program.“...having a larger party involved would be, you know, very helpful in driving the program through commercialization,” he said. “That said, I don't think it's mandatory. I think it's probably a preference, but it's not mandatory. We're prepared to go alone, but we're also prepared to engage with anybody who's interested.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around VKTX stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user opined that Novo might buy Viking for about $10 billion, representing massive upside from its current near $4 billion market cap.<stembedurl>https://www.stocktwits.com/CPA_/message/641819411</stembedurl><a href="https://stocktwits.com/symbol/VKTX">VKTX stock</a> has gained 5% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-bear-says-new-fsd-subscription-model-proves-the-tech-is-not-an-asset/cmULNffR4eU">Tesla Bear Says New FSD Subscription Model Proves The Tech Is Not An Asset: Retail Echoes Concerns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Viking Therapeutics, Inc., in front of a screen showing the company's latest stock market chart on July 19, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

VKTX, TERN, GPCR Shares Rally As Novo Nordisk Sounds Willingness Towards Portfolio-Expansion Deals

Novo CEO Mike Doustdar said on Tuesday during the annual JP Morgan Healthcare conference that the company will continue searching for molecules, assets and companies that are complementary to its portfolio. 

Equity

Novo CEO Mike Doustdar said on Tuesday during the annual JP Morgan Healthcare conference that the company will continue searching for molecules, assets and companies that are complementary to its portfolio. 


Terns Pharmaceuticals (NASDAQ:TERN) Trading Up 10.4% - Should You Buy?

Terns Pharmaceuticals (NASDAQ:TERN) Stock Price Up 10.4% - Still a Buy...

Terns Pharmaceuticals (NASDAQ:TERN) Trading Down 6.3% - Here's Why

Terns Pharmaceuticals (NASDAQ:TERN) Trading Down 6.3% - Here's Why...

Terns Pharmaceuticals (NASDAQ:TERN) CEO Amy Burroughs Sells 71,339 Shares

Terns Pharmaceuticals, Inc. (NASDAQ:TERN - Get Free Report) CEO Amy Burroughs sold 71,339 shares of the firm's stock in a transaction on Monday, January 5th. The stock was sold at an average price of...

Terns Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in developing a portfolio of small-molecule single-agent and combination therapy candidates for the treatment of non-alcoholic steatohepatitis, or NASH, and other chronic liver diseases. The firm's pipeline includes clinical stage development programs, including a FXR agonist, a VAP-1 inhibitor, a THR-ß agonist, and a preclinical GLP-1 receptor agonist program. The company was founded by Randall L. Halcomb, Martijn Fenaux, and Weidong Zhong in 2017 and is headquartered in Foster City, CA.

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