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Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is a central topic of discussion, driven by its presentation at the J.P. Morgan Healthcare Conference, alongside recent announcements including the appointment of a Chief Commercial Officer and completion of enrollment for its VK2735 maintenance dosing study. The community is sharply divided: bulls emphasize the drug's "best-in-class" potential, robust clinical data, and strategic leadership moves positioning the company for significant partnerships in the rapidly expanding GLP-1 obesity market. Conversely, skeptics point to persistent stock underperformance, past insider selling, and the formidable competition, questioning the company's ability to capitalize on its assets and anticipating a "sell the news" reaction from the conference.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as market participants navigate concerns over renewed tariff threats and a deepening debate around Federal Reserve independence. Despite these geopolitical and monetary policy uncertainties, the community notes a remarkably resilient market where dips are consistently bought, fueling discussions about a potential AI-driven 'zombie grind higher' and its long-term sustainability.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is experiencing strong upward momentum, driven by growing optimism for its Artificial Intelligence and Cloud divisions. The community is buzzing about this breakout, fueled by reports of resumed high-performance AI chip shipments to China and a broader positive sentiment shift toward the Chinese tech sector. Many anticipate a significant re-rating as investors eye reallocation into these names.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is actively discussed as the market evaluates new 25% tariffs imposed on countries trading with Iran, fueling community debate on potential trade war implications, particularly with China. This geopolitical development unfolds as investors anticipate the upcoming CPI report, amid widespread discussion about market resilience despite ongoing concerns surrounding political influence on economic data and the Federal Reserve.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is a focal point of market discussion following its new "Meta Compute" initiative and recent nuclear energy partnerships aimed at powering its extensive AI infrastructure buildout. While these ambitious investments underline a long-term strategic shift towards AI, community sentiment is divided, with many debating the immediate impact on the stock amid reports of job cuts in the Reality Labs division. Investors are closely scrutinizing whether this significant capital allocation will translate into tangible returns and address the company's recent price stagnation compared to other tech giants.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems (OSS) is generating significant excitement following a new pre-production order from a major U.S. defense contractor for AI-powered vision systems, coupled with a strategic asset sale to sharpen its core focus. The community is actively anticipating a much larger military contract and is bullish on OSS's undervalued position within the rapidly growing Edge AI and defense sectors, noting its notably low share float as a factor for potential rapid movement.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as global efforts intensify to secure non-Chinese rare earth supply chains, a critical necessity for defense and advanced technologies. The community is actively discussing MP's strategic position as a vertically integrated U.S. producer, with many anticipating significant governmental support and partnerships to reduce reliance on foreign sources.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is trending due to the FDA's decision to waive the Advisory Committee meeting for its FILSPARI supplemental New Drug Application in Focal Segmental Glomerulosclerosis (FSGS). The community interprets this as a significant de-risking signal, fostering optimism for a potential approval given the high unmet need for FSGS treatments. With FILSPARI already approved for IgA nephropathy, the focus is on this crucial label expansion and its implications for the company's market position.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is trending after a recent CFO transition and mixed investor reactions to its preliminary Q4 results and a lowered price target, intensifying a significant decline in its stock value. The community is sharply divided, with bulls arguing the sell-off is an overreaction given strong user growth and AI integration into new learning areas, while bears express concern over its valuation, perceived AI threats, and alleged market manipulation.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending on the back of strong preliminary financial results, including significant year-over-year revenue growth and a record total contract value, alongside robust net revenue retention. The community is buzzing about the company's expanding partnerships in AI-powered precision oncology and its potential for substantial long-term growth, even as traders debate recent market volatility.

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Philip Morris International Inc. $PM is Associated Banc Corp's 8th Largest Position

Associated Banc Corp raised its stake in shares of Philip Morris International Inc. (NYSE:PM - Free Report) by 2.4% during the third quarter, according to the company in its most recent Form 13F...

Associated Banc Corp Raises Position in Uber Technologies, Inc. $UBER

Associated Banc Corp increased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 5.3% during the 3rd quarter, according to the company in its most recent 13F filing with...

Old Dominion Freight Line, Inc. $ODFL Shares Acquired by Associated Banc Corp

Associated Banc Corp increased its stake in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL - Free Report) by 24.9% during the 3rd quarter, according to its most recent filing with the...

T-Mobile US, Inc. $TMUS Stock Holdings Lifted by Associated Banc Corp

Associated Banc Corp grew its holdings in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 25.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange...

AbbVie Inc. $ABBV Stake Raised by Associated Banc Corp

Associated Banc Corp boosted its holdings in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 26.3% in the third quarter, according to its most recent filing with the Securities and Exchange...

Associated Banc Corp Sells 10,747 Shares of Paycom Software, Inc. $PAYC

Associated Banc Corp trimmed its position in Paycom Software, Inc. (NYSE:PAYC - Free Report) by 11.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange...

Associated Banc Corp Has $17.56 Million Holdings in UnitedHealth Group Incorporated $UNH

Associated Banc Corp lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 6.3% during the third quarter, according to its most recent disclosure with the...

Associated Banc Corp Has $50.35 Million Holdings in Capital One Financial Corporation $COF

Associated Banc Corp trimmed its position in shares of Capital One Financial Corporation (NYSE:COF - Free Report) by 4.0% in the 3rd quarter, according to the company in its most recent filing with...

Associated Banc Corp Acquires 1,688 Shares of Invesco QQQ $QQQ

Associated Banc Corp raised its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 9.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission...

Danaher Corporation $DHR Shares Sold by Associated Banc Corp

Associated Banc Corp reduced its position in Danaher Corporation (NYSE:DHR - Free Report) by 7.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange...

Associated Banc-Corp. is a holding company, which engages in banking and non-banking financial services to individuals and businesses through its subsidiaries. It operates through the following segments: Corporate and Commercial Specialty, Community, Consumer and Business, and Risk Management and Shared Services. The Corporate and Commercial Specialty segment serves customers including businesses, developers, non-profits, municipalities, and financial institutions. The Community, Consumer and Business segment provides individuals, as well as small and mid-sized businesses. The Risk Management and Shared Services segment includes corporate risk management, credit administration, finance, treasury, operations, and technology shared functions. The company was founded in 1964 and is headquartered in Green Bay, WI.

Associated Banc-Corp.

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

Other – Comment Below

Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.70	--	--	N/A
Q3 '25	$0.68	$0.74	9.35%	BEAT
Q2 '25	$0.62	$0.66	6.62%	BEAT
Q1 '25	$0.58	$0.60	4.39%	BEAT
Q4 '24	$0.54	$0.57	6.42%	BEAT

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