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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 has fueled speculation about a Novo Nordisk partnership or buyout, alongside heavy call trading and short-squeeze talk; traders dispute the rumors, and no deal is confirmed. The discussion also centers on VK2735, with ObesityWeek presentations approaching and Phase 3 trials underway.

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

Nvidia CEO Jensen Huangs departure fueled a speculative rotation into AMD as a potential AI-chip beneficiary, but traders are now debating the sharp reversal as profit-taking and weakness across semiconductors erased part of the rally. Some see a healthy pullback, while others question AMDs valuation and whether AI data-center spending can sustain the gains.

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 its quarterly report cited delayed third-party data-center capacity, a lower-end revenue outlook and higher buildout spending, heightening concerns about execution, financing and near-term growth; analyst target cuts have added to the selloff. Traders are split between viewing the decline as a buying opportunity given AI demand and expecting further weakness amid broader neocloud-sector pressure and doubts about delivery timelines and capital needs.

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 BLA filing for prostate-cancer candidate aglatimagene to mid-2027 from Q4 2026, citing assay-refinement timelines and ongoing FDA discussions, prompting a sharp selloff. Traders are divided between viewing the delay as a manageable CMC issue rather than a clinical-data setback and questioning managements credibility, potential dilution and the longer wait; some are buying the dip, while partnership talk remains speculative.

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

The Federal Circuits affirmation of the PTABs invalidity ruling on Netlists 912 patent claim is driving the selloff, with traders weighing the loss of potential Google-related litigation upside against the companys existing licensing deals and other growth prospects. Some expect Netlist to seek rehearing, while others argue the claim had limited future value and the ruling does not undermine its broader business.

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 Nvidias unsettled CEO succession are driving debate over whether the company can sustain its AI leadership; traders are weighing the leadership risk against confidence in its products and upcoming earnings. Concern about scrutiny of alleged restricted-chip sales to China adds to the uncertainty, while some investors view the selloff as an opportunity.

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

Attention centers on Webulls Q3 earnings report and whether its growth can support a recovery after China-related scrutiny and allegations weighed on the shares. Bulls are buying the dip and citing the companys expansion, while bears remain concerned about the negative headlines, dilution and persistent price weakness.

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 quarterly results beat expectations, but shares are under pressure as traders focus on slower royalty growth and limited upside in the next-quarter outlook, with a broader semiconductor selloff adding pressure. The community is split between dip buyers citing AI and data-center demand and bearish traders questioning Arms high valuation and the durability of its royalty growth.

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 catalyst; Microsoft has reported recovery progress and no evidence of malicious activity, while traders debate whether the reliability hit warrants more selling or is a temporary setback. Many are frustrated that the shares have held up relatively well despite business disruption, while some bulls view the outage as a dip-buying opportunity.

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 post-earnings selloff is driving discussion: despite a strong quarter and raised full-year outlook tied to AI networking, traders are focused on lower gross margins from a hardware-heavy sales mix, slower product-order growth and a lower sequential revenue outlook. Bulls call the reaction overdone and point to AI demand and operating profitability, while bears see margin pressure and signs that growth may have peaked.

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Silex Systems Ltd. engages in the development and commercialization of laser uranium enrichment technology. It operates through the Silex Systems, Translucent, and Silex USA segments. The company was founded by Michael P. Goldsworthy in 1988 and is headquartered in Sydney, Australia.

Silex Systems

Bearish 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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