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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

VKTX is drawing attention amid volatile trading and speculation about a Novo or other Big Pharma partnership or buyout, with some traders also pointing to options activity and possible short covering; no deal is confirmed. The concrete near-term focus is VK2735 presentations at ObesityWeek, though traders note they are analyses rather than a new Phase 3 readout, which remains a longer-term catalyst.

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 resignation and Nvidias search for a permanent CEO dominate discussion, with traders debating whether the company can sustain its AI-chip momentum under interim leadership. Concern is compounded by scrutiny over alleged diversion of restricted chips to China, while bulls point to continuing AI demand and upcoming earnings; bears see leadership and regulatory uncertainty as overhangs.

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 selloff is being framed as a pullback after a rapid rally fueled by hopes of gaining from Nvidias leadership turmoil, alongside a broader retreat in AI and semiconductor stocks. Traders debate whether this is routine profit-taking and rotation or a sign the AI trade is overextended, with valuation and data-center spending concerns adding to the bearish view.

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 beat and raised full-year outlook, including higher AI-infrastructure expectations, are being overshadowed by a selloff as traders focus on lower gross margins, slower product-order growth and a softer sequential revenue outlook. The community is split between viewing the drop as an overreaction to solid results and worrying that margin pressure and cooling growth could limit the upside.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisks stronger-than-expected quarter and raised outlook, attributed by traders to demand for oral Wegovy, have fueled hopes for a recovery. The reaction is mixed: bulls point to the pills growth and international rollout, while skeptics cite competition from Lilly, pricing pressure and doubts about management execution.

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

Webull is drawing attention amid debate over China-related security allegations and legal claims that traders say have weighed on the shares, with some viewing the concerns as overblown. Bullish traders are accumulating ahead of the Q3 earnings report, while skeptics remain concerned about dilution and the stocks weak price action.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas is drawing attention ahead of expected topline results from its Phase 3 REGAL leukemia trial; the company says the trial reached its 80th event, triggering final analysis. Traders are split between bullish anticipation of a potentially important readout and skepticism about the binary trial outcome, with volatile trading also prompting claims of short-selling or manipulation.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

The CHMP reaffirmed its negative opinion on Zevras European application for Miplyffa, prompting a sharp selloff while the European Commissions final decision remains pending. Traders disagree on whether the decline is an overreaction to an expected setback, citing U.S. sales and the companys cash position, or a sign of deeper concerns about management and lost European-market potential.

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 is under pressure after lowering its outlook amid delays in bringing third-party data-center capacity online, raising concerns about execution, spending, and financing. Traders are split between viewing the selloff as a buying opportunity and worrying that delayed capacity and heavy investment undermine the growth story.

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

Candel pushed its planned FDA filing for its lead prostate cancer candidate to mid-2027 from Q4 2026, citing assay-refinement timelines and ongoing FDA discussions. Traders are divided: some view the delay as a technical manufacturing and testing hurdle that does not change the clinical data, while others question managements execution and flag dilution risk and the CEOs prior share sales.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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