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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong quarterly results and rapid growth in its AI-compute business are driving attention, alongside Musks ambitious expansion and revenue outlook; traders are debating the bullish growth story against heavy capital spending, cash burn, and valuation concerns. A possible Tesla merger is also being discussed, but no deal has been agreed.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros sharply raised preliminary quarterly revenue outlook and improved gross-margin expectations, attributed to stronger AI-platform demand, sparked a sharp share-price rebound. Traders largely welcomed the update and speculated about a short squeeze and valuation reset, while others questioned whether margins, cash flow and execution can sustain the improvement.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs earnings beat was overshadowed by softer fourth-quarter guidance, a reduced advertising outlook, and concerns about slowing revenue growth, driving a sharp selloff. Traders are divided between viewing the drop as a buying opportunity and expecting further weakness amid questions about ad execution, content, and competition.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rebound followed Morgan Stanley naming it a top pick, citing stronger expected AWS growth and AI-related opportunities; traders also pointed to the Trainium software announcement ahead of earnings. Sentiment is mostly bullish, though some question whether the rally can hold near resistance and remain wary of heavy AI spending and the earnings test.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAA certified Boeings long-delayed 737 MAX 10, clearing a regulatory hurdle and opening the way for production and deliveries. Traders welcomed the milestone but largely questioned its muted stock response, arguing that sustained production and delivery growthnot certification alonewill be needed to support cash flow and the turnaround.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lillys record-high breakout ahead of Q3 results is drawing attention, with traders pointing to raised analyst outlooks and expectations for strong Mounjaro and Zepbound demand to support results and guidance. Many celebrate the momentum and healthcare-sector rotation, while some caution that the rally could fade or that optimism is already priced in.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers comments on strong future power demand, project execution and TeraWulfs powered-shell modelrather than owning depreciating chipshave fueled a sharp, high-volume rebound. Bulls see the interview as highlighting the companys differentiation and a possible reversal, while skeptics view the move as a relief bounce amid lingering financing and sector concerns.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results topped expectations, with a raised outlook and record backlog underscoring strong defense and space demand. Traders welcomed the results and stock gain, while some questioned whether buyers would sustain the move after an intraday pullback.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and peers has fueled a sharp selloff, as traders debate whether AI-server revenue reflects durable demand or higher memory and component prices, with some questioning the pace of enterprise AI adoption. Bears see valuation and margin risks, while dip buyers point to Dells AI-server backlog and ongoing infrastructure demand; broader tech weakness and interest-rate concerns have added pressure.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

A modest rebound in the Official Trump meme coin has fueled pump and short-squeeze speculation, while bearish traders argue that steep losses, concentrated whale holdings and token unlocks leave holders vulnerable to another selloff. The conversation is split between dip-buying optimism and claims that the coin has been a costly cash grab; no specific catalyst for the move is established.

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Can NVO's Semaglutide Push Create Growth Beyond Cardiometabolic Care?

Novo's semaglutide expansion into liver disease and other obesity-related conditions can unlock growth, but competition and clinical risks loom.

VKTX Stock On Track To Beat LLY, NVO This Month After Obesity Drug Data — Can Viking Win Over Wegovy And Zepbound Users?

Equity

Obesity specialist Lou Aronne said switching from a GLP-1 drug to a dual GLP-1/GIP drug could mean greater weight loss.

VKTX, GPCR, ALT Stocks Rise: Novo Nordisk Signals Bigger M&A As It Chases Over 5 ‘Multi-Blockbusters’

Novo targets over $23 billion in risk-adjusted pipeline sales by 2035, excluding any contribution from future acquisitions.

Why Is Altimmune (ALT) Up 14.2% Since Last Earnings Report?

Altimmune (ALT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Is Altimmune Worth Buying as Cash Rises but Execution Risks Linger?

ALT's stronger cash position supports pemvidutide's MASH, AUD and ALD programs, but long timelines, funding needs and competition remain risks.

Altimmune's Phase III MASH Study Puts 2029 Data in Investor Focus

ALT has moved pemvidutide into Phase III MASH testing, with supportive mid-stage data, regulatory backing and a 2029 readout ahead.

Kodiak's Q2 Loss Wider Than Expected, Pipeline Development in Focus

KOD's Zenkuda advances toward regulatory submission as its pipeline gains momentum. Key clinical data is expected later in 2026.

ALT's Q2 Loss Narrower Than Expected, Pemvidutide's Studies in Focus

Altimmune posts a narrower Q2 loss. Its $519M in cash supports operations into 2029, while pemvidutide advances across liver and AUD studies.



BLTE Stock Rises as FDA Grants Priority Review to Tinlarebant NDA

Belite Bio's tinlarebant wins FDA priority review for Stargardt Disease, with a decision expected in February 2027 after positive phase III data.

KOD Begins Late-Stage Study of KSI-501 in Diabetic Macular Edema

Kodiak launches a global phase III study of KSI-501 in DME, testing its dual IL-6 and VEGF approach for durable disease control.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. Its lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Neutral Sentiment

<ul class="summary-bullets"><li>VK2735 patients kept up to 97% of lost weight with shots every other week and up to 90% with monthly shots.</li><li>Aronne called stopping treatment the “biggest threat” to keeping weight off and said fewer shots could help.</li><li>Average analyst targets imply 131% upside for VKTX, versus 13% for LLY and 19% for NVO.</li></ul>A sharp rally in Viking Therapeutics (VKTX) has put its obesity drug VK2735 back in the spotlight, with the stock pulling ahead of Eli Lilly (LLY) and Novo Nordisk (NVO) as investors weigh whether Viking could one day draw patients away from Wegovy and Zepbound.<a href="https://stocktwits.com/symbol/VKTX">VKTX stock</a> jumped 36% on Tuesday, logging its biggest one-day gain in over 2 years, after Viking reported that patients who lost weight on weekly VK2735 injections kept most of it off when they moved to less frequent shots. Retail sentiment also hit a record high, adding to a rally that has made Viking a standout among obesity-drug stocks.VKTX has gained 25% over the past month, compared with a 1% rise for&nbsp;<a href="https://stocktwits.com/symbol/LLY">LLY</a> and a 13% decline for&nbsp;<a href="https://stocktwits.com/symbol/NVO">NVO</a>. Viking has also outpaced smaller obesity-drug developers&nbsp;<a href="https://stocktwits.com/symbol/ALT">Altimmune (ALT)</a>, up 10%, and&nbsp;<a href="https://stocktwits.com/symbol/GPCR">Structure Therapeutics (GPCR)</a>, down 20%.&nbsp;<img src="https://news.stocktwits-cdn.com/vktx_monthly_1622258c16.png" alt="vktx monthly.png"><h2 class="st-heading-2">Could Viking Win Over Rival Drug Users?</h2>During Tuesday’s study-results call, an analyst asked how VK2735 might perform in patients switching from approved injectables such as Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound. Obesity specialist Lou Aronne said that the outcome could depend on the treatment a patient leaves.“Going from a triagonist to a dual agonist, you might expect some weight gain. Going from a mono-agonist to a dual agonist, you would expect greater weight loss,” Aronne said. For a switch between two dual agonists, he expects the magnitude of weight loss to be similar.&nbsp; Wegovy’s Semaglutide acts on GLP-1, while Zepbound’s Tirzepatide and Viking’s VK2735 act on both GLP-1 and GIP.&nbsp;&nbsp;However, Viking tested whether patients could maintain weight loss while taking fewer injections. In a study of about 180 adults with obesity, those receiving weekly VK2735 lost 16% to 19% of their body weight over 21 weeks. During the next 12 weeks, patients moved to every-other-week shots retained up to 97% of that loss, and those moved to monthly shots retained up to 90%. Patients switched to placebo retained 61%.&nbsp;An exploratory group that stayed on weekly VK2735 reached a mean weight loss of 21.7% at week 33, with no plateau observed. Gastrointestinal side effects during the less frequent maintenance schedules were similar to placebo.For Aronne, the opportunity is in helping patients stay on treatment after they reach their weight-loss goals. “If you look at the biggest threat to weight loss maintenance with the current drugs, it's that people stop taking them after a period of time,” he said. “If they could take them less frequently, I firmly believe that they would do a better job of it.”Viking hopes to examine both every-other-week and monthly dosing in extensions of its Phase 3 injectable trials. CEO Brian Lian said that the company has asked the FDA questions about dose selection and frequency and has not settled on the regimens.<h2 class="st-heading-2">VKTX’s Upside Forecast Dwarfs LLY And NVO&nbsp;</h2>Analysts also see more upside in Viking than in the established obesity-drug makers. VKTX’s average 12-month price target of $94.45 implies a 131% upside from current levels. Of the 20 analysts covering the stock, 5 rate it ‘Strong Buy,’ 13 rate it ‘Buy,’ and 2 rate it ‘Hold.’ None rate it ‘Sell’ or ‘Strong Sell.’Lilly’s average target of $1,325.39 implies a 13% upside from its last close. Among its 30 covering analysts, 6 rate it ‘Strong Buy,’ 19 ‘Buy,’ 3 ‘Hold,’ 1 ‘Sell’ and 1 ‘Strong Sell.’ Meanwhile, Novo’s implied upside stands at 19%, though its ratings are more cautious. Of 25 analysts, 5 rate it ‘Buy,’ 16 ‘Hold,’ 3 ‘Sell’ and 1 ‘Strong Sell.’ None rate it ‘Strong Buy.’Over the past year, VKTX and LLY each gained about 56%, while NVO fell 33%. Viking also outpaced the&nbsp;<a href="https://stocktwits.com/symbol/XLV">Health Care Select Sector SPDR Fund (XLV)</a>, up 26%, and the&nbsp;<a href="https://stocktwits.com/symbol/IBB">iShares Biotechnology ETF (IBB)</a>, up 47%, but trailed the&nbsp;<a href="https://stocktwits.com/symbol/XBI">SPDR S&amp;P Biotech ETF (XBI)</a>, which climbed 67%.<img src="https://news.stocktwits-cdn.com/vktx_1_year_28494b0880.png" alt="vktx 1-year.png"><h2 class="st-heading-2">Obesity Giants Building Their Next Line Of Defense&nbsp;</h2>Viking’s results come after a difficult start to the week for Novo. On Monday, the Wegovy maker presented Phase 3 data for its investigational drug CagriSema and outlined longer-term growth plans at its capital markets day. But investors remained concerned about competition and the future of its portfolio as key Semaglutide exclusivity approaches its end in the early 2030s.Novo CEO Mike Doustdar said on Tuesday that the company was interested in deals where an outside developer had produced a better drug that could fill a gap in its pipeline. Novo’s partnering strategy includes acquiring small and midsize biotech companies or their assets.&nbsp;Lilly has also been an active acquirer this year, expanding into areas beyond obesity through deals including Merida Biosciences and AtaiBeckley. Meanwhile, its existing weight-loss franchise continues to grow: second-quarter Zepbound sales hit about $4.9 billion, while Mounjaro, its diabetes drug containing the same active ingredient, generated about $9.9 billion.Viking is still building the evidence it would need to challenge the franchises. Its two injectable Phase 3 trials are fully enrolled, with results expected in 2027, and it is preparing Phase 3 studies of an oral VK2735 formulation.<h2 class="st-heading-2">How Do Retail Traders Feel About VKTX, NVO And LLY?</h2>Retail attention has picked up across all three stocks, though sentiment has moved in different directions.&nbsp;On Stocktwits, VKTX sentiment climbed to a record 95 out of 100, rising to 'extremely bullish' from 'bullish' a month ago, as message volume surged 352%&nbsp;over the same period. Followers are up 6% over the past year.Novo saw an even sharper&nbsp;shift,&nbsp;with sentiment&nbsp;swinging to ‘extremely bullish’ from ‘bearish,’ alongside a 210% jump in monthly message volume&nbsp;and a 36% rise in followers over the past year. Lilly’s sentiment improved to ‘neutral’ from ‘bearish,’ with message volume up 58% over the past month and followers up 17% over the past year.One user&nbsp;<a href="https://stocktwits.com/zackopaw/message/664831698">pointed</a> to Viking’s valuation alongside Zepbound and Mounjaro sales, saying, “Current mcap is 3.5 bn $. Do ur math.” Another&nbsp;<a href="https://stocktwits.com/biolover/message/664789310">argued</a> that Viking’s dosing options could appeal more than the Wegovy pill. However, a skeptical user&nbsp;<a href="https://stocktwits.com/dirtybug/message/664827065">cautioned</a> that people already doing well on Ozempic or Zepbound might be less likely to join VK2735 trials, making comparisons difficult.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fisv-stock-climbs-overnight-after-7-day-red-streak-canada-s-winnipeg-blue-bombers-selects-clover-for-game-day-commerce/cZMEXL4RB7k">FISV Stock Climbs Overnight After 7-Day Red Streak: Canada’s Winnipeg Blue Bombers Selects Clover For Game-Day Commerce&nbsp;</a>

In this photo illustration, the Viking Therapeutics logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Structure Therapeutics Inc - ADR

iShares Biotechnology ETF

Novo Nordisk A/S

Viking Therapeutics Inc

SPDR S&P Biotech ETF

Health Care Select Sector SPDR Fund

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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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Drop a comment with when you expect the first cut/hike to be.

Current Price	$2.30
Prev Close	$2.23
Open	$2.22
Dividend Yield	0.00%
50-Day Moving Average	$2.96
Beta	1.57
Avg. Volume	3.92M
PE Ratio	-2.92

52-Week High	$6.44
52-Week Low	$2.17
Market Capitalization	$433.77M
EPS (Annual)	-$0.9999
Price to Book	0.94
Revenue Per Employee	$719.30

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