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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 rise is being tied mainly to Morgan Stanley naming it a top pick, with traders highlighting AWS growth and AI opportunities such as Trainium, Bedrock and agentic commerce. Many are bullish on the rally, while others question whether it will last and point to heavy AI spending and uncertain returns as risks.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep slide toward fresh lows, with bearish traders citing possible continued dilution, upcoming filings, and doubts about Truth Socials engagement and business prospects. Political backlash over Trumps policies and midterm prospects dominates the broader debate, while some traders view the decline as a buying opportunity.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

OCUL is drawing attention amid a sharp selloff as competing wet-AMD trial results shake confidence in retinal TKI therapies and raise questions about AXPAXLIs differentiation and commercial prospects. Traders disagree on whether competitor setbacks and Oculars positive SOL-1 results strengthen its position or whether lingering clinical and regulatory uncertainty outweighs its planned NDA filing.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is under pressure amid repeated analyst price-target cuts tied to soft residential roofing demand, a prolonged housing recovery, and higher costs, extending a steep slide toward new lows. Traders are divided between frustration over the selloff and managements limited communication, and long-term optimism about the acquisition strategy and eventual integration gains.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertin met both co-primary and all secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, addressing the FDAs earlier efficacy concerns; the company plans to resubmit its application. Traders are broadly positive on the results but debate the remaining regulatory path and dizziness reports, while others point to profit-taking and possible short-covering as the stock trades volatile.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Recent insider share purchases by the CEO and directors have fueled hopes of a rebound, with traders watching for a sustained move above a key technical level. Skeptics point to weakness in the core Celsius brand and say speculation about a Pepsi buyout is unconfirmed.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is drawing attention after an earnings-driven rally, with traders pointing to a return to profitability and strong year-over-year revenue growth amid demand for InP substrates used in AI data-center optics. Bulls see room for growth, while skeptics argue the valuation is stretched and the stock remains highly volatile.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs prolonged selloff and repeated underperformance versus Bitcoin are driving attention, with traders pointing to doubts about its AI/data-center pivot and the lack of signed tenant leases alongside criticism of management and shareholder dilution. Some are buying the sharp dip or anticipating a short squeeze, but bearish traders see continued downside absent a contract or stronger Bitcoin-linked gains.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

XERSs sharp rally and breakout above its prior high are fueling takeover speculation, especially chatter about Lundbeck and a possible bidding war, though no deal is confirmed and some traders doubt the rumors. Others point to revenue growth and the XP-8121 pipeline as support for the companys prospects independent of a sale.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention ahead of its quarterly results, with traders focused on margins and profitability despite strong deliveries; bullish bets on the recent rally and an earnings move contrast with bearish expectations of a miss. The Roadster reveal has also fueled speculative SpaceX-merger chatter, though traders disagree about its business significance and whether a deal is likely.

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Equity

Deals for AI discovery platforms and differentiated experimental candidates for obesity and solid tumors dominated the week.


Roche Gets FDA Approval for Enspryng in Thyroid Eye Disease

RHHBY wins FDA approval for Enspryng in thyroid eye disease, offering the first and only at-home subcutaneous treatment option for patients.

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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.

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Roche Holding AG is a research healthcare company. It operates through the Roche Pharmaceuticals and Diagnostics segments. The Roche Pharmaceutical division comprises the business segments, such as Roche Pharmaceuticals and Chuga. The Diagnostic division consists of the following four business areas: centralized and point of care solutions, molecular diagnostics, tissue diagnostics, and diabetes care. The company was founded by Fritz Hoffmann-La Roche on October 1, 1896 and is headquartered in Basel, Switzerland.

Roche Holding AG - ADR

Bearish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$GILD" data-symbol-id="GILD" href="https://stocktwits.com/symbol/GILD" target="_blank">Gilead Sciences</a> partnered with Vir Biotechnology on Wednesday to discover and develop three drugs aimed at solid tumors.</li><li>AstraZeneca signed an up-to-$1.5 billion AI collaboration with insitro for MASH and cardiomyopathies.&nbsp;</li><li>Roche licensed Rona’s drug candidate, and Zealand Pharma teamed with Generate on AI-designed proteins for differentiated obesity approaches.</li></ul><p>Large pharmaceutical companies including Gilead Sciences, Roche and AstraZeneca spent this week securing access to discovery technologies and experimental candidates that address clear biological gaps, instead of large-scale acquisitions of rival firms or approved products.</p><p>Obesity and cancer remained the clear focal points, with several of the week’s biggest partnerships aimed at differentiated weight-loss mechanisms or new solid-tumor approaches.</p><h2 class="st-heading-2">Gilead Partners With Vir For New Cancer Drug Candidates</h2><p>Gilead Sciences (GILD) partnered with Vir Biotechnology (VIR) on Wednesday to discover and develop three drugs aimed at solid tumors. Vir will handle early discovery, design, and optimization using its AI-enabled protein engineering tools and PRO-XTEN masking technology. Gilead receives exclusive rights to nominate candidates and will lead subsequent development, manufacturing, and commercialization.</p><p>Vir is eligible for $90 million upfront—$65 million in cash plus a $25 million equity investment at a premium—plus up to $45 million in near-term preclinical milestones and as much as $1.74 billion in later development, regulatory, and commercial payments, along with tiered royalties. The agreement marks Vir’s second major partnership around its masking platform this year after a previous deal with Astellas and adds to Gilead’s attempts to advance its cancer offerings besides its blockbuster drug Trodelvy.</p><h2 class="st-heading-2">AstraZeneca Taps Insitro’s AI Platform</h2><p>AstraZeneca (AZN) signed a worldwide exclusive research collaboration with privately held AI therapeutics company insitro focused on metabolic dysfunction-associated steatohepatitis (MASH) and cardiomyopathies. Insitro will apply its Virtual Human platform, which combines human and cellular data with AI, to identify causal disease biology and advance AstraZeneca-nominated targets through discovery to the development-candidate stage.</p><p>AstraZeneca will lead clinical development, regulatory work, and commercialization. Insitro will receive $40 million upfront and is eligible for up to approximately $1.46 billion in discovery, development, and commercial milestones, plus single-digit royalties on potential sales.</p><h2 class="st-heading-2">Roche, Zealand Pharma Add Differentiated Obesity Approaches</h2><p>Roche secured exclusive worldwide rights to Rona Therapeutics’ investigational drug candidate which targets a protein predominantly expressed in fat tissues. The drug candidate is designed to selectively reduce visceral and ectopic fat while preserving lean mass—an attractive complement to currently popular obesity drug classes like GLP-1. Rona is eligible for up to $100 million in upfront and near-term payments, up to $1.06 billion in additional milestones, and tiered royalties.</p><p>Separately, Zealand Pharma entered a collaboration with Generate Biomedicines (GENB) to design multispecific protein therapeutics for obesity and other metabolic diseases using Generate’s generative AI platform. Generate will lead research through lead-candidate selection for two initial programs, with an option for a third; Zealand will handle clinical development, regulatory submissions, and commercialization. Generate receives $30 million upfront, up to $35 million in early preclinical milestones, and nearly $1.2 billion in total potential milestones, plus royalties.</p><h2 class="st-heading-2">Pfizer, Galderma Make Platform And Commercial Moves</h2><p>Pfizer (PFE) partnered with privately-held Enodia Therapeutics on a research collaboration and license for compounds intended to block disease-driving proteins at the point of synthesis. The potential value exceeds $500 million, including an upfront payment, milestones, and royalties; Enodia will run discovery against multiple targets while Pfizer takes over later development and commercialization.</p><h2 class="st-heading-2">How Did Retail Traders React?</h2><p>On Stocktwits, retail sentiment around SPDR S&amp;P Biotech ETF (XBI) fell from bullish to neutral territory over the past 24 hours, while message volume stayed at normal levels.</p><p><a href="https://stocktwits.com/symbol/XBI">XBI</a> has fallen 4% over the past week as part of a broader biotech pullback that began after its mid-August peak near $170, but it is up 22.5% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/novartis-discontinues-mid-stage-lupus-trial-in-latest-pipeline-setback/cZxKiBhRBtc">Novartis Discontinues Mid-Stage Lupus Trial In Latest Pipeline Setback</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

Digital background depicting innovative technologies in medicine systems. Source: Getty Images

Deals for AI discovery platforms and differentiated experimental candidates for obesity and solid tumors dominated the week.

AstraZeneca PLC

Generate Biomedicines Inc

Gilead Sciences, Inc.

Pfizer Inc

Roche Holdings AG ADR

Vir Biotechnology Inc

SPDR S&P Biotech ETF

$SPCX

$NFLX

$TSLA

$META

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Current Price	$57.46
Prev Close	$57.14
Open	$57.37
Dividend Yield	1.94%
50-Day Moving Average	$54.90
Beta	0.32
Avg. Volume	1.77M
PE Ratio	23.37

52-Week High	$60.85
52-Week Low	$40.07
Market Capitalization	$314.92B
EPS (Annual)	$2.44
Price to Book	8.99
Revenue Per Employee	$656,820.44

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