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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as traders position ahead of the company's upcoming Q2 earnings report, with retail sentiment shifting to extremely bullish on expectations of a revenue and EPS beat given management's historically conservative guidanceconsensus calls for roughly $145.5 million in quarterly revenue, up more than 12% year over year. The QNX physical-AI narrative is amplifying the buzz: traders highlight NVIDIA's adoption of QNX 8.0 for automotive and physical AI operating systems, a Sift-QNX partnership to stream telemetry from physical AI systems, and speculation that an Alloy Kore win could soon become visible in the roughly $950 million QNX royalty backlog, which management previously said contained no Alloy Kore business. The community remains split, howeveran active short camp repeatedly urges 'short every pop' into the report, some skeptics argue past beats came only from lowered guidance, and longs counter that QNX's embedded-software footprint is deeply undervalued as they watch for a breakout from single-digit prices.

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

Speculation that Novo Nordisk could pursue a large acquisition or partnership of Viking Therapeutics is dominating the ticker, sparked by Novo's statement that its balance sheet could support deals well beyond the small bolt-ons typical of pharma as it battles Eli Lilly in obesity. Traders repeatedly cast VK2735, Viking's GLP-1/GIP dual agonist viewed as a potential tirzepatide rival, as the asset that would make Viking a logical target, and some link the stock's move to Novo's own slide on pipeline concerns; others argue Big Pharma M&A hype around Viking is overblown. No bid or partnership has been confirmed, so the deal talk remains speculation. Underneath is intense anticipation of VK2735's Phase 3 readouts, which many view as the stock's defining upcoming catalyst: bulls say the lack of a pre-data run-up plus heavy short interest sets up a strong reaction, while bears cite GI tolerability risks, slower planned Phase 3 titration, dilution, and criticism of CEO Brian Lian's communication as setup for a sell-the-news disappointment.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding's Q2 report is the focal point of the discussion: revenue of CHF 850.3M missed the CHF 879.57M consensus (with EPS of CHF 0.35 a hair above the CHF 0.34 consensus) and a growth-guidance cut that management framed as protecting "price integrity," triggering a record single-day drop and pushing the stock to 52-week lows. The community is sharply divided: bulls call the selloff a major overreaction for a company they say is compounding at 20%+ in an industry growing barely 1%, with best-in-class margins, a Rule-of-40 profile and a generally Buy/Strong Buy analyst consensus; bears counter that the guidance cut amounts to an admission that demand was softer than priced in, flagging customer inventory glut, fad/competition risks, and management credibility concerns after burned targets this year. A number of traders also frame the weakness as sector-wide, noting consumer/apparel peers like Nike, Deckers and Lululemon are struggling amid industry-wide discounting, while others insist On is the exception in a barely-growing industry. Attention is also on two fresh developments being weighed against the guidance damage: On's investor-day unveiling of its "Next Chapter" strategy with 2029 financial targets and a $1 billion buyback  met with skepticism from traders who see multi-year, conservative targets as promises to rebuild trust rather than upside  and the signing of Kylian Mbapp away from Nike, On's push into soccer that splits analysts over whether the sponsorship cost will pay off.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBAR is trending on regulatory-clarity speculation, with the Clarity Act  the crypto market-structure bill that would split SEC and CFTC oversight of digital assets  dominating the conversation. Traders are debating the bill's fate after a procedural vote to begin debate: some blame senators who voted against it and accuse Democrats of blocking it for political reasons ahead of the midterms, while others insist the vote was merely procedural. Several community members link the token's brief pump and subsequent fade to Clarity Act headlines, though skeptics counter that HBAR is unlikely to sustain a move until the bill actually passes. A secondary thread covers Grayscale's withdrawal of its HBAR ETF filing, which some traders speculate contributed to the pullback and others dismiss as irrelevant to the long-term thesis. Sentiment is otherwise split, with long-term holders citing network growth, enterprise adoption, and infrastructure build-out, while frustrated traders point to rejected resistance near $0.08, bearish technicals, and suspected market-maker manipulation.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A steep, tech-led melt-up toward record territory is dominating the conversation, with much of the community characterizing it as an unexplained, low-volume pump fueled by short squeezes and heavy 0DTE call buying. Bulls point to AI/tech strength and optimism over a potential Trump-Xi trade deal and Iran peace progress, while bears argue the rally conflicts with the Fed's hawkish rate-hike stance, elevated yields and high oil prices, and expect a pullback.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Helus Pharma ($HELP) is drawing heavy attention amid volatile trading following a steep run-up and pullback. Traders largely attribute the rally to the appointment of a new CEO  industry veteran Eric Halstead, formerly of Intra-Cellular Therapies  with some speculating he was brought in to position the company for a sale, rather than to any new clinical results, and many characterize the pullback as profit-taking. The community is split ahead of an anticipated Phase 3 topline readout for the company's deuterated psilocybin candidate in depression: bulls point to completed Phase 3 enrollment, founder insider purchases, a TD Cowen price-target hike, and momentum across the psychedelic sector (Compass Pathways' regulatory progress, DFTX's Phase 3 GAD success, and atai-related deal activity), while bears warn of dilution risk  citing a prior $50M convertible and expectations of an offering to fund the roughly $100M+ needed to reach commercialization  and note approval remains years away. A recurring side debate pits $HELP against $CMPS over which psilocybin program is more practical, particularly around washout requirements for patients already on SSRIs.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is trending on bullish clinical momentum in pancreatic cancer and a stack of anticipated near-term catalysts. Traders are citing interim data  a 67% complete response rate, 100% local disease control in pancreatic patients, and a Keytruda combination reported at a 100% response rate with median overall survival well above the historical benchmark  along with the IMPACT pancreatic trial wrapping enrollment after expanding from 12 to roughly 50 patients on physician demand. Much of the discussion centers on expected milestones: a pending IDE approval for the Keytruda combination trial that bulls expect imminently, plus upcoming GBM scan readouts and the SCC trial. Secondary chatter covers MSCI index inclusion, the TASE listing, a Barclays price target hike, and the Tolmar commercialization partnership. Sentiment is overwhelmingly bullish, with debate over whether institutions and the broader market are underrating the name, some pointing to persistent short pressure, and others frustrated that strong news has not yet translated into sustained gains.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

A double-digit surge has traders debating the driver, with many pointing to a broad space-sector rally, short covering, and positioning ahead of an anticipated NASA CLPS 2.0 contract award, while others cite the Cantor Fitzgerald Overweight reiteration and the completed SXM-11 satellite handover to SiriusXM. Bulls view the move as the start of a larger run, but skeptics dismiss it as a manipulated bull trap following recent share dilution.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending as the broader crypto market bounces, with traders pointing to heavy liquidation of leveraged short positions  one widely shared post estimates more than $575 million across crypto  fueling short-squeeze chatter around $ETH. Sentiment is sharply divided: bulls frame the move as confirmation of a renewed bull run, with targets ranging from $3,000 to $5,000 and claims a new all-time high is nearer than expected, while bears see a double top at major weekly resistance, flag profit taking, and some even call for shorting bitcoin. Others question why ETH keeps dropping or dumping despite the bounce. Side debates include ETH's daily transaction volume trailing Solana's, which some see as a negative for ETH and its treasury proxy BMNR, and a recurring argument that crypto remains the best alternative to gold, stocks, and banks.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Speculation that Fiserv is in talks to sell its debit card network  the STAR network  to major banks including JPMorgan and Bank of America for roughly $15 billion is driving attention in $FISV, with traders citing banks' interest in escaping strict debit fee rules and estimating the network generates about $1.2 billion in annual fees, or roughly 5.7% of revenue. The buzz follows a steep slide to 52-week lows, with the stock down more than 29% in 2026 after quarterly revenue beat estimates but adjusted EPS of $1.84 missed the $1.91 consensus. The community is split: bulls argue a $15 billion cash infusion would fortify the balance sheet and offset executive-turnover risk, while skeptics counter that selling one network won't fix stalled growth and note it represents only part of the company, with some questioning why the new CEO hasn't bought shares. Discussion also touches on Jana Partners' activist push for board changes, references to a comprehensive portfolio review, and debate between persistent shorts and dip buyers; the sale talks remain unconfirmed.

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OmniAb to Host Investor & Analyst Day on October 6, 2026

OmniAb, Inc. (NASDAQ: OABI), a provider of cutting-edge discovery research technology to enable the discovery of next-generation therapeutics, today reiterates details of its upcoming Investor & Analyst Day, to be held on October 6, 2026, in Emeryville, CA. The event will feature presentations from...

OmniAb to Participate in Upcoming Investor Conferences

OmniAb, Inc. (NASDAQ: OABI), a provider of cutting-edge discovery research technology to enable the discovery of next-generation therapeutics, today announced managements participation in the following upcoming investor conferences: Nasdaq/LD Micro Summit Series Date: Wednesday, September 9, 2026...

The Nasdaq Stories Traders Can't Ignore

Here are today’s catalysts that are changing the narrative. $NTHI, $IPST, $OABI, $LLY, $HIVE, and $IVF

Why Is Omniab Stock Rallying After Eli Lilly Deal?

The OmniAb Lilly Deal offers up to $370 million in milestones as OABI raises its 2026 cash outlook and shares jump premarketread more...

OmniAb Lands Lilly and Raises Guidance: $370M Deal Puts OABI’s Discovery Platform in the Spotlight

OmniAb (NASDAQ:OABI) may be one of the more interesting picks-and-shovels stories emerging in biotech, and its latest deal with Eli Lilly & Company (NYSE:LLY) could be another indication that the pharmaceutical industry sees value in the company’s technology rather than simply another early-stage drug program.

OmniAb Raises 2026 Financial Guidance

OmniAb, Inc. (NASDAQ: OABI), a provider of cutting-edge discovery research technology to enable the discovery of next-generation therapeutics, today raised its 2026 cash and cash equivalents financial guidance following recent technology licensing activity. Recent business development and licensing...

OmniAb Announces Global Collaboration and License Agreement for Ion Channel Program with Eli Lilly & Company

OmniAb, Inc. (NASDAQ: OABI), a provider of cutting-edge discovery research technology to enable the discovery of next-generation therapeutics, today announced a global collaboration and license agreement with Eli Lilly and Company (Lilly) for a new ion channel program. The collaboration leverages...

OmniAb (OABI) Q2 2026 Earnings Call Transcript

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OmniAb, Inc. (OABI) Reports Q2 Loss, Beats Revenue Estimates

OmniAb, Inc. (OABI) delivered earnings and revenue surprises of +54.55% and +149.67%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

OmniAb Reports Second Quarter 2026 Financial Results and Business Highlights

OmniAb, Inc. (NASDAQ: OABI), a provider of cutting-edge discovery research technology to enable the discovery of next-generation therapeutics, today reported financial results for the three and six months ended June 30, 2026, provided operating and partner program progress, and updated 2026...

OmniAb, Inc. operates as a drug discovery company. The firm focuses on developing human monoclonal and bispecific therapeutic antibodies. Its platform includes the biological intelligence of its transgenic animals, including OmniRat, OmniChicken and OmniMouse. The company was founded on December 14, 2015 and is headquartered in Emeryville, CA.

OmniAb Inc

Bearish Sentiment

Rising interest rates

Surging bond yields

Oil/energy volatility

Trump/political risk

U.S. investors are navigating a stacked macro backdrop, with the Federal Reserve hiking rates for the first time since July 2023, the 10-year Treasury yield hitting 5.00% - its highest level since 2007 - and oil prices swinging between $94 and $105 a barrel amid the ongoing U.S.-Iran conflict and Saudi pipeline disruptions. What's the biggest risk to your portfolio right now? Vote and explain your reasoning in the comments.

With the Fed hiking rates for the first time since 2023, the 10-year Treasury yield near 5%, and oil prices swinging on the U.S.-Iran conflict, what&#39;s the biggest risk to your portfolio right now?

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With the Fed hiking rates for the first time since 2023, the 10-year Treasury yield near 5%, and oil prices swinging on the U.S.-Iran conflict, what's the biggest risk to your portfolio right now?

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