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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending sharply lower as fears escalate that Anthropic's Claude AI tool could disrupt its legacy COBOL modernization services, despite community discussions highlighting IBM's established AI integrations and robust fundamentals.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio's new 3-year clinical roadmap detailing ANKTIVA's expansion across numerous cancer types, sepsis, and lymphopenia, alongside impressive revenue growth, is fueling robust community discussion and short squeeze speculation, as the company is seen transforming beyond a single-drug focus.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as its enhanced offer for Warner Bros. Discovery, including financial protections and a ticking fee, has prompted WBD to re-engage in deal discussions. The community is actively debating PSKY's perceived clearer regulatory path compared to Netflix's ongoing antitrust scrutiny, while also weighing the potential debt implications for PSKY if the acquisition proceeds.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian ($TEAM) is trending amid a dramatic stock decline, even after reporting solid financials, as investor panic over the "AI disruption" narrative weighs heavily on the broader SaaS sector; community discussion is sharply divided between fears of impending bankruptcy and strong conviction that the stock is "criminally oversold."

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx (ARDX) is trending amid debate following mixed Q4 results, where robust Ibsrela revenue growth and extended patent life are weighed against increased operating expenses that temper near-term profitability expectations. The community is split between those viewing the stock as deeply undervalued with strong long-term potential and ongoing buyout speculation, and those cautious about immediate financial performance and market volatility.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending due to a global strategic collaboration with Astellas for its prostate cancer T-cell engager, VIR-5500, backed by promising updated Phase 1 data. The community is actively discussing the potential for a significant run, with some anticipating a short squeeze, while others remain cautious, expecting a historical pullback.

Protara Therapeutics, Inc. is a clinical-stage company engaged in developing treatments for rare and specialty diseases with significant unmet needs. Its current development programs focus on the treatment of rare diseases in structural and connective tissues and rare hepatology, gastrointestinal, and metabolic disorders. The company was founded by Jesse Shefferman and Jacqueline Zummo in March 2006 and is headquartered in New York, NY.

Protara Therapeutics Inc

Protara Therapeutics is trending amid community discussions surrounding its interim Phase 2 data for bladder cancer treatment TARA-002, which demonstrated strong 6-month complete response rates. A recently priced public offering and upcoming investor conference presentations are also contributing to significant price volatility and debate over the stock's current valuation and future potential.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is trending following strong financial results and a highly optimistic conference call, which highlighted significant new contract wins in hypersonics, drone development, and a substantial space/satellite program. The community is actively discussing the company's strategic positioning within the rapidly expanding defense and unmanned systems sector amidst global tensions, seeing long-term growth potential despite high valuation.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

ZETA is actively debated amid a deep sector-wide software sell-off, fueled by "AI replacement" fears, causing many investors to view current price drops as an opportune "discount" to accumulate shares before its anticipated strong earnings report.

SSgA Active Trust - State Street Financial Select Sector SPDR ETF

Financial Select Sector SPDR Fund

The Financial Select Sector SPDR Fund (XLF) is trending as mounting concerns over spiking US consumer loan delinquencies and the 'AI fear trade' spreading into financials drive significant selling pressure and heavy put option activity. The community is widely discussing technical breakdowns and whether the sector's weakness signals broader market risks.

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Oppenheimer⬆️ $RVMD&#39;s PT to $150, reit&#39;d at OP/said, RVMD has been the subject of substantial M&amp;A speculation entering 2026 as we see multiple milestones this year that could sweeten a potential deal (see additional discussion below). 
$MRK $IMRX $BBOT $ERAS  
Oppenheimer added, Our biotech M&amp;A analysis shows increasing strategic demand for novel approaches to areas of high unmet need while oncology remains dominant, supporting RVMD as an attractive potential takeout candidate. 
 
Although news sources suggested Merck is no longer in talks to acquire RVMD, we think the update could reflect management&#39;s confidence in delivering multiple catalysts for substantial value creation, and we believe RVMD&#39;s current share price (RVMD: -17% vs. NBI: +0.4% on 1/26) should open an attractive entry point. We remain buyers ahead of a potentially transformative year for RVMD, and raise our PT to $150 from $75.

Stifel⬆️ $RVMD&#39;s PT to $170 from $85, reiterated at a Buy and said, To follow up on our note from last week, $30B Might Not Be Enough, RVMD&#39;s Hand is Looking Stronger Than Ever! 
$IMRX $ERAS $AMGN LLY RHHBY $BMY 
Stifel additionally said: 
We updated our revenue model (now model $16.1B by 2035) and are raising our Target Price to $170 (previously $85). 
 
In an M&amp;A scenario, our TP values RVMD at ~$36B and a 4.7x deal value/5-yr forward sales (Stifel estimate), well within historic biotech M&amp;A range (4-5x). In addition to the scarcity value of pan-RAS inhibitors, we believe the RVMD pipeline has a lot of value that is not recognized in 5-yr forward estimates that could give RVMD substantial leverage in M&amp;A negotiations, but also drive meaningful near-term upside should RVMD remain an independent company.

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's PT to $150, reit'd at OP/said, RVMD has been the subject of substantial M&A speculation entering 2026 as we see multiple milestones this year that could sweeten a potential deal (see additional discussion below). 


  
Oppenheimer added, Our biotech M&A analysis shows increasing strategic demand for novel approaches to areas of high unmet need while oncology remains dominant, supporting RVMD as an attractive potential takeout candidate. 
 
Although news sources suggested Merck is no longer in talks to acquire RVMD, we think the update could reflect management's confidence in delivering multiple catalysts for substantial value creation, and we believe RVMD's current share price (RVMD: -17% vs. NBI: +0.4% on 1/26) should open an attractive entry point. We remain buyers ahead of a potentially transformative year for RVMD, and raise our PT to $150 from $75.