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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

A sharp move in VKTX has fueled speculation about a Novo Nordisk partnership or buyout, but traders have not pointed to a confirmed deal. The debate centers on whether the move reflects short covering and options activity or anticipation of VK2735 obesity-drug presentations and Phase 3 progress; skeptics also cite volatility and the long wait for pivotal results.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius data-center capacity delays, softer revenue outlook and higher planned capex have intensified concerns about execution and funding, with analyst target cuts adding pressure amid a broader selloff in AI infrastructure stocks. Traders are split between viewing the drop as evidence of deeper risks and arguing that demand remains strong and the selloff is a buying opportunity.

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

AMDs sharp pullback followed a speculative surge on Nvidia CEO Jensen Huangs departure, with traders viewing AMD as a potential beneficiary of the rivals leadership turmoil. The community is split between calling the drop profit-taking after a rapid run and warning that high valuation, broader chip-sector weakness, and doubts about AI spending could prolong the decline.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webulls upcoming Q3 earnings are a focus, with bullish traders citing business growth and monthly metrics as potential support for a rebound. Debate over China-related scrutiny and the stocks sharp decline remains prominent, while skeptics point to dilution and weak price action.

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

Candels planned BLA filing for its prostate cancer candidate was pushed to mid-2027 amid FDA discussions and assay refinement, prompting a sharp selloff. Traders disagree on whether this is a manageable CMC hurdle rather than a setback for the clinical data, while others focus on management credibility, possible dilution and the longer wait.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

A widespread Microsoft 365 outage disrupting Outlook, Teams, Copilot and other services is the dominant focus; Microsoft reports recovery progress and no evidence of malicious activity, despite traders cyberattack speculation. The community is split between concerns about reliability and bearish positioning versus dip-buying and surprise that shares have held up relatively well.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists quarterly report has sparked a sharp pullback, with traders debating whether the apparent earnings miss reflects the accounting treatment of Samsungs upfront licensing payment or weaker fundamentals, including lower product sales. Optimists point to recurring licensing revenue and profitability, while critics cite the CEOs compensation package and the lack of clarity on a possible SK Hynix deal or Nasdaq uplisting.

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

Jensen Huangs departure and the search for a permanent CEO are driving uncertainty, with traders debating whether Nvidias AI business can maintain its momentum without its founder. China chip-export scrutiny adds to concerns about investigations and regulatory risk, while others argue that AI demand and Nvidias fundamentals remain intact.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms shares are under pressure after its quarterly results: a headline earnings beat and strong licensing growth were overshadowed by softer-than-expected royalty performance and an outlook seen as offering limited upside. Traders are divided between buying the pullback and expecting more downside, with many pointing to Arms rich valuation and a broader selloff in AI and semiconductor stocks.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos strong quarterly results and raised full-year outlook have been overshadowed by a selloff as traders focus on lower gross margins, slower product-order growth, and a softer next-quarter revenue outlook. Some see the reaction as an overdone response to healthy AI-networking demand, while others worry that growth may have peaked and hardware-heavy sales will pressure profitability.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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