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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves steep selloff and repeated tests of its yearly lows are drawing attention amid concerns about heavy debt, costly financing, refinancing needs and insider selling, alongside broader doubts about AI-infrastructure spending. Traders are split: bears see financing risks as a threat to growth, while bulls point to its backlog and AI partnerships and view the selloff as overdone; analyst upgrades and ARKs buying have not dispelled skepticism.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a semiconductor selloff, with traders focused on CEO Hock Tans warning that some AI investing resembles gambling and his comments about capital constraints. The remarks and worries about AI spending and financing have fueled bearish sentiment, while other traders see the pullback as a buying opportunity based on Broadcoms AI-chip growth; many also complain that the stock has lagged semiconductor peers.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center buildout and heavy capital spending could strain cash flow, amplified by widening credit-risk indicators and broader jitters around AI infrastructure financing. Traders are split between fears that spending and customer concentration pose serious risks and the view that Oracles cloud demand and backlog can eventually justify the investment, with some buying the selloff.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention amid a prolonged post-IPO selloff, with traders citing lockup expirations and insider-share supply, a TD Cowen price-target cut, and concerns about OpenAI customer concentration, scaling, and Nvidia competition. Bears see continued selling pressure, while bulls argue the decline is overdone and point to Cerebras AI-chip technology and backlog.

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

Nvidia is drawing attention amid a volatile AI and semiconductor rebound, as traders debate whether credit strains at AI infrastructure firms such as CoreWeave and uncertain returns on data-center spending could undermine chip demand. Dip buyers see continued AI demand and upcoming hyperscaler earnings and GTC commentary as reasons for confidence, while skeptics warn that the rally may fade.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Discussion centers on Starknets quantum-resistance narrative and the possibility of moving from an Ethereum L2 to an independent L1, alongside claims of a quantum-resistant Bitcoin transaction test on mainnet. Bulls see the technology and Bitcoin/privacy applications as catalysts, while skeptics point to past dilution, token unlocks and sharp price swings.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas large equity offering has pressured shares, with traders citing dilution even as the capital is intended to support expansion. The selloff is being debated against the bullish AI and data-center demand outlook, prompting dip-buying while others remain concerned about volatility and the stocks valuation.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Scott Kirbys comments supporting a near-total inheritance tax have drawn sharp criticism, with some traders calling for a boycott of United. The discussion also focuses on the quarterly earnings report and recent share weakness, with traders divided between bearish concerns and potential upside if results and guidance reassure investors.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound in the Nasdaq-100 after a sharp AI-related selloff is driving attention, with traders pointing to strength in semiconductors and megacaps ahead of major technology earnings. The community is divided over whether the bounce signals a recovery or is a bull trap, amid continuing concerns about AI spending and market weakness beneath the headline indexes.

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Novo Nordisk (NVO) Stock Sinks As Market Gains: Here's Why

In the most recent trading session, Novo Nordisk (NVO) closed at $38.42, indicating a -1.06% shift from the previous trading day.

How Will Eli Lilly's GLP-1 Portfolio Sales Aid Upcoming Q3 Results?

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Is Trending Stock Novo Nordisk A/S (NVO) a Buy Now?

Recently, Zacks.com users have been paying close attention to Novo Nordisk (NVO). This makes it worthwhile to examine what the stock has in store.

Viking Therapeutics Starts Phase III Development of Obesity Pill

VKTX launches two phase III studies of oral VK2735 for obesity, building on phase II results showing up to 12.2% mean weight loss.

QUICK SPARK: This New ETF Goes Beyond Eli Lilly, Novo Nordisk and Targets the Peptide Boom

REX launches the PEPT ETF, offering exposure beyond Eli Lilly and Novo Nordisk as the GLP-1 market heads toward $200 billion by 2030.read more...

Roche Expands Obesity Pipeline With Rona's RNAi Candidate

RHHBY expands its obesity pipeline with a novel RNAi candidate targeting ALK7, while advancing enicepatide and other late-stage drugs to strengthen its metabolic disease ambitions.

Viking’s Key Obesity Pill Enters Phase 3 Trial –  Here’s What Investors Need To Know 

Equity

Viking is set to begin two simultaneous studies of VK2735 in a Phase 3 trial after Phase 2 showed weight reductions of up to 12.2% after 13 weeks.


The Zacks Analyst Blog Highlights Walmart, Visa, Novo Nordisk, Village Super Market and Empire Petroleum

Walmart, Visa and Novo Nordisk headline Zacks' latest analyst reports, with digital growth, rising competition and earnings pressures shaping their outlooks.

AbbVie vs. Novo Nordisk: Which Healthcare Stock Is a Better Buy in 2026?

Key PointsAbbVie is aggressively diversifying its pipeline to mitigate the revenue impact from its loss of patent exclusivity on Humira...

Why Novo Nordisk (NVO) Dipped More Than Broader Market Today

In the latest trading session, Novo Nordisk (NVO) closed at $38.06, marking a -1.35% move from the previous day.

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.

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Bearish Sentiment

<ul class="summary-bullets"><li>Viking’s Sunrise Phase 3 program includes two studies, Sunrise-1 and Sunrise-2, involving around 1,120 adults.</li><li>Both trials will test daily oral doses of 27.5 mg, 35 mg, and 55 mg against placebo over 68 weeks.</li><li>VK2735 previously delivered up to 12.2% weight loss after 13 weeks in a Phase 2 trial.</li></ul>Viking Therapeutics (VKTX) took a major step toward competing with obesity drug giants Eli Lilly (LLY) and Novo Nordisk (NVO) on Wednesday, launching two late-stage trials of its key experimental oral weight-loss treatment, VK2735.The development comes as Viking expands its obesity drugs pipeline to capture a share of the global weight-loss drug market, which Goldman Sachs <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.goldmansachs.com/insights/articles/biotech-stocks-are-projected-to-extend-rally-amid-innovation">estimates</a> could reach $114 billion in annual sales by 2030.<a class="mention" data-mention="$VKTX" data-symbol-id="VKTX" href="https://stocktwits.com/symbol/VKTX" target="_blank">VKTX shares</a> edged marginally higher in pre-market trading.<h2 class="st-heading-2">VKTX’s Sunrise Phase 3 Program</h2>Viking’s Sunrise Phase 3 program includes two studies, Sunrise-1 and Sunrise-2, involving around 1,120 adults. Sunrise-1 will evaluate VK2735 in adults with obesity or overweight patients with related health conditions but without type 2 diabetes, whereas Sunrise-2 will focus on patients with type 2 diabetes who are obese or overweight.Both trials will test daily oral doses of 27.5 mg, 35 mg, and 55 mg against placebo over 68 weeks, primarily measuring changes in body weight. Each study is a randomized, double-blind, placebo-controlled, multicenter trial.“Oral VK2735 represents the most advanced oral dual GLP-1/GIP agonist in clinical development and has the potential to be positioned as either an induction therapy or in the maintenance setting, increasing the treatment options available to patients and clinicians,” said Brian Lian, CEO of Viking.Viking’s Phase 2 results showed weight reductions of up to 12.2% after 13 weeks, with no evidence of a weight-loss plateau.<h2 class="st-heading-2">Viking Expands Its Obesity Pipeline</h2>Viking is also developing an injectable version of VK2735, with its two Phase 3 Vanquish trials fully enrolled with 5,500 participants. The company recently launched a separate study exploring longer-term maintenance dosing options, including daily tablets and less frequent injections.Its broader pipeline includes VK3019, an experimental amylin-based obesity treatment, alongside VK2809 for metabolic and liver diseases and VK0214 for a rare genetic disorder.Viking reported $502 million in cash, equivalents, and short-term investments as of June 30. In September, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.vikingtherapeutics.com/2026-09-28-Viking-Therapeutics-Announces-Closing-of-Concurrent-Upsized-Offerings-of-Common-Stock-and-Convertible-Senior-Notes%2C-Including-Full-Exercise-of-Underwriters-Options-to-Purchase-Additional-Shares-of-Common-Stock-and-Convertible-Senior-Notes">raised</a> about $548 million through stock and convertible note offerings, primarily to advance and commercialize the VK2735 program and to develop the VK3019 program.Viking faces pharmaceutical behemoths with blockbuster products, including Eli Lilly’s (LLY) Zepbound and Novo’s (NVO) Wegovy. Both companies have also expanded into pills, with Lilly launching Foundayo in April and Novo introducing an oral Wegovy earlier this year.Viking hopes its combination of oral and injectable treatments will eventually give patients more flexibility, although VK2735 must still demonstrate its effectiveness and safety in Phase 3 trials before Viking can seek regulatory approval.<h2 class="st-heading-2">Retail’s Take On VKTX</h2>Retail sentiment surrounding VKTX on Stocktwits remained ‘bearish’ over the past 24 hours.<img src="https://news.stocktwits-cdn.com/VKTX_559d5780db.png" alt="VKTX.png">One user highlighted three things that could get VKTX “flying again.”<stembedurl>https://stocktwits.com/PeteMitchell1981/message/666445729</stembedurl>VKTX shares are down 24% so far this year, underperforming LLY, which is up about 8%, but marginally better off than NVO’s 27% slump.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/why-vstm-stock-surging-today-cancer-trial-results/cZxfVnyRBpH">&nbsp;Verastem Has Positive Early Cancer Data And $250M In New Funding: What VSTM Investors Need To Know</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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)

Viking Therapeutics (VKTX) took a major step toward competing with obesity drug giants Eli Lilly (LLY) and Novo Nordisk (NVO) on Wednesday, launching two late-stage trials of its key experimental oral weight-loss treatment, VK2735.

Viking’s Key Obesity Pill Enters Phase 3 Trial –  Here’s What Investors Need To Know

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