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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results sparked a sharp selloff as traders focused on the earnings shortfall, heavy AI infrastructure spending, negative free cash flow and concerns that AI search could pressure advertising; rapid Google Cloud growth offered a counterpoint. The community is split between viewing the drop as a buying opportunity and worrying that rising costs and search disruption may weigh on returns.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances positive Phase 2 lifileucel data in previously treated metastatic non-small cell lung cancer, and a scheduled webcast to discuss the results, are driving attention. Traders are largely enthusiastic and speculate about short covering, though claims of a data leak and predictions of a major rally are unconfirmed.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and heavy AI infrastructure spending, which pushed free cash flow negative, drove a sharp selloff despite strong Google Cloud growth. Traders are split between calling the drop an overreaction and buying the dip on cloud and AI demand, versus worrying that rising costs and slower Search growth may not deliver adequate returns.

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

Microsofts quarterly results topped expectations, with accelerating Azure growth and strong cloud demand tied to AI driving an initial after-hours rally. Traders welcomed the beat and outlook but debated whether the gains would hold, weighing cloud momentum against continued scrutiny of AI spending and cash flow.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows mixed quarterly resultsan earnings miss and softer forward contract-growth guidance despite revenue growth and a higher AI outlooksparked a sharp selloff. Traders are split between viewing the decline as an overreaction to a small miss and worrying that slowing growth, high valuation, and AI disruption threaten the software business.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Reports circulating among traders that Marvell is in advanced talks to acquire Lumentum have driven attention, but no deal is confirmed and some traders question the rumors credibility and whether Marvell could finance it. Bulls are anticipating a takeover premium, while skeptics warn of dilution and debt for Marvell and expect Lumentums sharp move could reverse.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports of advanced talks for Marvell to acquire Lumentum have driven discussion, though traders stress the reports are unverified and say no public deal has been confirmed. The reaction is divided: some see strategic value in AI data-center optics, while others worry the deal could require substantial debt or share dilution and weigh on MRVL.

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

Vikings Q3 update and conference call drew attention to VK2735s advancing Phase 3 program, but managements indication that commercialization remains years away and the lack of clarity on partnering versus launching independently weighed on sentiment. Traders debated whether the cash raised can fund development without further dilution, while bullish holders pointed to positive maintenance data and the obesity-drug pipelines potential.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets earnings report is driving a sharp selloff: traders point to a lowered service-revenue outlook and signs of slowing growth, despite a headline beat and higher overall guidance. The community is split between calling the drop an overreaction and seeing it as a valuation reset, with some buyers eyeing the dip and others expecting further weakness.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotles mixed third-quarter results are driving attention: comparable sales growth exceeded expectations, but earnings missed and restaurant margins narrowed, while the company kept its low-single-digit sales-growth outlook. Traders are split between viewing the sales momentum and store expansion as encouraging and worrying that cost pressure and weak growth will weigh on profitability.

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Viking Therapeutics Reports Third Quarter 2026 Financial Results and Provides Corporate Update

Viking Therapeutics Reports Third Quarter 2026 Financial Results and Provides Corporate Update Viking Therapeutics Reports Third Quarter 2026 Financial Results and Provides Corporate UpdatePR NewswireSAN DIEGO, Oct. 28, 2026 --VANQUISH Phase 3 Trials for Subcutaneous VK2735 in Obesity Continue to...

Buy, Sell or Hold LLY Stock? Key Factors to Watch Ahead of Q3 Earnings

Lilly heads into Q3 earnings with Mounjaro, Zepbound and new drugs fueling growth, but pricing pressure, rising costs and competition pose challenges.

Should You Buy Viking Therapeutics Stock Ahead of Q3 Results?

VKTX is likely to report Q3 results Oct. 28 as investors await updates on VK2735's oral and injectable obesity programs and 2027 data readouts.

Here's Why Viking Therapeutics, Inc. (VKTX) Fell More Than Broader Market

Viking Therapeutics, Inc. (VKTX) concluded the recent trading session at $24.42, signifying a -5.48% move from its prior day's close.

NVO vs. VKTX: Which Obesity Stock Could Deliver Bigger Gains?

Viking Therapeutics' late-stage obesity drug and promising weight-maintenance data could offer greater upside than Novo Nordisk, despite higher clinical and commercial risks.

Viking Therapeutics to Report Financial Results for Third Quarter 2026 on October 28, 2026

Viking Therapeutics to Report Financial Results for Third Quarter 2026 on October 28, 2026 Viking Therapeutics to Report Financial Results for Third Quarter 2026 on October 28, 2026PR NewswireSAN DIEGO, Oct. 21, 2026 Conference Call Scheduled forWednesday, October 28, at 4:30 p.m. Eastern TimeSAN...

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

NVO's Ozempic and Wegovy sales will be in focus for Q3 results as oral GLP-1 launches expand, while pricing pressure and competition challenge growth.

4 Biotech Stocks With Promising Late-Stage Drug Pipelines to Watch Now

BBIO, NTLA, BIIB and VKTX offer investors potential upside from promising drug pipelines and upcoming FDA decisions and pivotal study results.

Can Viking Therapeutics Carve Out a Place in the Obesity Market?

VKTX advances oral VK2735 into phase III as it explores weight maintenance and faces intensifying obesity drug competition.

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

LLY's surging Mounjaro and Zepbound sales, alongside Foundayo's expanding market access, strengthen its GLP-1 growth momentum ahead of Q3 results.

$VKTX Q3 &#39;26 Earnings Results &amp; Recap

Reported GAAP EPS of -$1.55 down -91.36% YoY

Stocktwits

 Q3 '26 Earnings Results & Recap

Reported GAAP EPS of -$1.55 down -91.36% YoY

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Stocktwits Earnings

Reported GAAP EPS of -$1.55 down -91.36% YoY

Viking Therapeutics reported a $183.2M Q3 2026 net loss, disclosed clinical-development risks including failure to replicate prior results, and had no revenue alongside common-stock and convertible-note financing.

Viking Therapeutics reported VK2735 weight-loss maintenance across less-frequent dosing, initiated oral VK2735 Phase 3 trials alongside subcutaneous studies, and ended Q3 2026 with $960M in cash.

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

Equity

Neutral 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

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.


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Novo Nordisk A/S

Roundhill GLP-1 & Weight Loss ETF

Yes, the bottom is in

No, more downside ahead

Too early to tell

Depends on the stock

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Investors express intense frustration with leadership, citing communication issues and compensation concerns.

Shareholders are increasingly concerned about future equity offerings and capital burn affecting the stock value.

Discussions center on whether the company will be acquired or pursue an independent commercialization path.

Traders analyze the Phase 3 pipeline progress and weight loss data as the key long-term value drivers.

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