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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias board investigation into CEO Jensen Huangs relationship with a businesswoman alleged to have ties to Chinese intelligence has raised governance, disclosure and leadership concerns. Traders are divided between treating the controversy as a temporary distraction and buying on the strength of Nvidias AI business, and worrying that further scrutiny could threaten Huangs position.

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 is drawing attention after a sharp, high-volume selloff ahead of its quarterly results; traders speculate that results leaked, but the claim is unconfirmed. The debate centers on whether growth and guidance can offset potential margin pressure as the company expands access to Eli Lillys branded obesity drugs, with bullish dip-buyers facing bearish earnings concerns.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

TTDs sharp rally and unusually active options trading ahead of its Q3 report are drawing attention, with traders speculating about short covering or an earnings leakneither is confirmed. Bulls see potential for a rebound if results and forward guidance improve, while bears warn that the run-up could fade given concerns about slowing ad growth and the risk of another disappointing outlook.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics BRIUMVI-driven quarterly revenue beat and raised full-year outlook are the main focus. Traders debated the initial post-earnings drop and recovery, while many are watching Phase 3 results for a subcutaneous BRIUMVI formulation; short-squeeze and buyout talk remains speculative.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors HOPE-3 cardiac results for deramiocel received an American Heart Association research award, renewing attention ahead of the FDAs pending decision on the therapy for Duchenne muscular dystrophy. Traders see the recognition and physician support as strengthening the case for approval, while others note that an award does not determine the FDA outcome and the cardiac evidence faced a negative advisory-panel vote.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

Sharp swings in semiconductor shares have drawn attention to SOXS, with traders citing worries about an AI and data-center spending slowdown and a broader chip-sector repricing. The community is split between expecting more downside and anticipating a rebound, while warning that volatility and the ETFs daily-reset leverage make it risky to hold.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs preliminary third-quarter results and Brad Jacobs upbeat discussion of the business outlook have fueled a sharp rally. Many traders are cheering the update and speculating that short covering could add momentum, while some are cautious about a post-earnings pullback.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

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$ABCL 

So what do we think? 
Is there gonna be a concrete time line for AB635, an FDA end of phase 2 meeting date and trail design, count and budget announced today? 

Will we get an update on durability — whether that 83% hot-flash reduction holds at 12 weeks announcement?

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AbCellera Biologics Inc

 

So what do we think? 
Is there gonna be a concrete time line for AB635, an FDA end of phase 2 meeting date and trail design, count and budget announced today? 

Will we get an update on durability — whether that 83% hot-flash reduction holds at 12 weeks announcement?