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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 discussion centers on unconfirmed speculation about a Novo or other big-pharma partnership or buyout, alongside attention to VK2735 conference presentations and its Phase 3 program. Bulls point to the obesity-drug pipeline, while skeptics cite volatile trading, dilution and management concerns, and the wait for pivotal data.

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

SELLASs upcoming Phase 3 REGAL trial readout for its GPS leukemia treatment is the dominant catalyst, with the company having said topline results are expected after the trial reached its final-analysis milestone. Traders are divided on the binary outcome and the stocks volatile moves, with bullish hopes for strong data and a short squeeze countered by concerns that the trial could miss its endpoint.

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 is being discussed as a reversal of the speculative rally tied to Nvidia leadership turmoil. Traders disagree on whether it is routine profit-taking after a rapid run or a broader retreat from AI and semiconductor stocks, with some calling the dip an opportunity and others questioning whether the gains can hold.

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 has sparked debate over Nvidias leadership succession and the impact of reports involving his personal conduct, while scrutiny of possible China-related chip exports adds regulatory uncertainty. Traders are split between fearing prolonged pressure and arguing that Nvidias AI demand and business remain strong, with many watching for clarity from the CEO search and upcoming earnings.

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 prostate-cancer BLA filing was pushed from late 2026 to mid-2027 amid FDA discussions and assay-refinement work, prompting a sharp selloff. Traders debate whether this is a fixable CMC delay rather than a clinical setback, while many also criticize managements communication and raise concerns about the CEOs share sales and potential dilution.

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

Stronger-than-expected quarterly results and a raised outlook tied to oral Wegovy demand are driving attention. Bulls see a sign of recovery and growth in oral obesity treatments, while skeptics question whether that momentum can offset diabetes weakness and competition from Lilly.

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

Traders are positioning around Webulls upcoming quarterly earnings, debating whether continued growth and profitability can support a recovery. Optimism about the business and dip-buying is countered by persistent concern over China-related scrutiny and securities litigation weighing on sentiment.

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 despite a revenue and earnings beat and raised full-year outlook has focused discussion on lower gross margins, slower product-order growth and a next-quarter revenue outlook below the reported quarter. Some traders view the pullback as an overreaction to strong results and AI-networking demand, while others see margin pressure and slowing growth as reasons for caution.

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 post-earnings selloff is driving discussion, with traders debating an apparent miss because some expectations treated Samsungs upfront licensing payment as immediately recognized, while the company spreads it over the contract term. The pullback is also drawing criticism over CEO compensation and the lack of concrete SK Hynix or Nasdaq updates, while bullish traders point to recurring Samsung and Micron licensing revenue and profitability.

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 selling off after its outlook pointed to slower near-term growth as third-party data-center capacity activations were delayed, prompting concerns about execution, rising capital needs and financing across the neocloud sector. Traders are divided between viewing the drop as a buying opportunity and expecting further downside, with broader weakness in AI stocks adding pressure.

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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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