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  • Vir Biotechnology rallied after a Phase-3 trial win, pushing market capitalization to about $2.34 billion.
  • Valuation appears tight versus near-term binary catalysts; cautious long recommended with limited position size and a hard stop.
  • Celestica trades near $223 after a steep fall from its 52-week peak while reporting $545 million in free cash flow.
  • Recommend a tactical 45-day short on Celestica driven by sagging AI revenue expectations.
  • Event-driven stock trades dominated the hour, with catalyst-driven biotech moves and targeted shorts in AI-supply names.

Latest Articles

Zelenskiy says U.S. envoys offered 'decent ideas' but no breakthrough achieved

Zelenskiy says U.S. envoys offered 'decent ideas' but no breakthrough achieved

Ukraine's president said U.S. envoys Steve Witkoff and Jared Kushner brought several "decent ideas" in recent talks with Kyiv and Moscow, but their meetings did not produce a breakthrough to end the war. Zelenskiy signalled further diplomatic work, a planned meeting with U.S. President Donald Trump later in September to discuss winter air defence s…

RBC Downgrade Pressures Biohaven Shares Ahead of Phase 3 Opakalim Readout

RBC Downgrade Pressures Biohaven Shares Ahead of Phase 3 Opakalim Readout

Biohaven Pharmaceutical shares fell in pre-market trade after RBC Capital downgraded the stock and trimmed its price target, with the move spotlighting valuation concerns and the binary clinical risk tied to the company potekalim epilepsy program ahead of a Phase 3 data readout. The downgrade added selling pressure to a stock that had already poste…

Markets Brace as 10-Year Treasury Nips Near 5%: Five Places to Watch

Markets Brace as 10-Year Treasury Nips Near 5%: Five Places to Watch

A bond selloff that accelerated with the war in Iran has pushed the U.S. 10-year Treasury yield close to 5%, a level unseen for sustained periods in almost two decades. Analysts are divided: some view higher yields as evidence of strong demand for capital driven by AI-related spending, while others worry that rising government debt and wider defici…

Beam Therapeutics Presents Updated Clinical Data from the Phase 1/2 Trial of BEAM-302 in Alpha-1 Antitrypsin Deficiency (AATD) at the European Respiratory Society (ERS) Congress 2026

Beam Therapeutics Presents Updated Clinical Data from the Phase 1/2 Trial of BEAM-302 in Alpha-1 Antitrypsin Deficiency (AATD) at the European Respiratory Society (ERS) Congress 2026

Beam Therapeutics announced updated positive clinical results from its Phase 1/2 trial of BEAM-302, a liver-targeted base editing therapy for Alpha-1 Antitrypsin Deficiency (AATD). Data show that a single dose leads to durable increases in functional alpha-1 antitrypsin protein, reduction of mutant protein, and improved biomarkers associated with l…

AIR Announces Participation in Barclays Global Consumer Conference

AIR Announces Participation in Barclays Global Consumer Conference

AIR Global PLC, a Dubai-headquartered leader in advanced flavored inhalation technologies, announced CEO Stuart Brazier and CFO Bassem Lotfy will participate in a fireside chat at the Barclays Global Consumer Conference. The company highlighted its portfolio of nicotine and social inhalation brands and its focus on innovation and scientific researc…

RadNet, Inc. to Present at the Jefferies Healthcare Services and Technology Conference on September 15, 2026

RadNet, Inc. to Present at the Jefferies Healthcare Services and Technology Conference on September 15, 2026

RadNet, Inc., a leading US provider of outpatient diagnostic imaging services and related technology solutions, announced that its Executive Vice President and Chief Strategy Officer, Dr. Greg Sorensen, will present at the Jefferies Healthcare Services Conference on September 15, 2026. The presentation will be webcast live and archived for later vi…

Scripps Howard Fund marks 10 years of ‘If You Give a Child a Book …’ campaign with two-day donation match

Scripps Howard Fund marks 10 years of ‘If You Give a Child a Book …’ campaign with two-day donation match

The E.W. Scripps Company’s philanthropic arm, the Scripps Howard Fund, is marking the 10th anniversary of its 'If You Give a Child a Book …' campaign by doubling donations up to $200,000 over two days to support free book distribution to children in low-income U.S. schools. The initiative aims to foster childhood literacy by providing students with…

Smackover Lithium Announces Positive Preliminary Economic Assessment for the Franklin Project, Its First Lithium Project in East Texas

Smackover Lithium Announces Positive Preliminary Economic Assessment for the Franklin Project, Its First Lithium Project in East Texas

Smackover Lithium, a partnership between Standard Lithium Ltd. (NYSE American: SLI) and Equinor, released a positive Preliminary Economic Assessment (PEA) for the Franklin lithium brine project in East Texas. The PEA highlights impressive economics with an after-tax NPV8 of $5.0 billion, IRR of 24%, and annual production capacity up to 70,000 tonne…

MediciNova to Participate in Two Investor Conferences in September

MediciNova to Participate in Two Investor Conferences in September

MediciNova, a clinical-stage biopharmaceutical company listed on NASDAQ (MNOV), announced participation in the H.C. Wainwright and ROTH Capital healthcare conferences in September. Management will discuss progress on their late-stage pipeline, including upcoming topline readouts from Phase 2 and Phase 3 studies involving MN-001 and MN-166 compounds…

Roivant Announces Positive Results from PHocus Study of Mosliciguat in Patients with Pulmonary Hypertension Associated with Interstitial Lung Disease (PH-ILD) and Unveils Ongoing Phase 3 PHrontier Study

Roivant Announces Positive Results from PHocus Study of Mosliciguat in Patients with Pulmonary Hypertension Associated with Interstitial Lung Disease (PH-ILD) and Unveils Ongoing Phase 3 PHrontier Study

Roivant Sciences announced highly positive Phase 2 trial results for mosliciguat, showing the largest-ever reduction in pulmonary vascular resistance in a randomized controlled pulmonary hypertension trial. Mosliciguat demonstrated significant improvements in six-minute walk distance and cardiac biomarker levels, alongside a favorable safety profil…

Belite Bio Announces Submission of New Drug Application to the Ministry of Health, Labour, and Welfare in Japan under the Sakigake Designation System for Tinlarebant for the Treatment of Stargardt Disease Type 1

Belite Bio Announces Submission of New Drug Application to the Ministry of Health, Labour, and Welfare in Japan under the Sakigake Designation System for Tinlarebant for the Treatment of Stargardt Disease Type 1

Belite Bio submitted a New Drug Application for tinlarebant to Japan's Ministry of Health under the expedited Sakigake designation for Stargardt disease type 1, a rare inherited retinal disorder. The drug is also under Priority Review by the U.S. FDA with a target action date in early 2027. If approved, tinlarebant would be the first therapy availa…

Sandisk: A Cash-Flow-First Trade Backed by AI-Driven NAND Demand

Sandisk: A Cash-Flow-First Trade Backed by AI-Driven NAND Demand

Sandisk's rapid pivot into data-center NAND has produced outsized free cash flow and eye-popping margins. With $11.494B in trailing free cash flow, a market cap near $255B and strong contractual revenue visibility, this is a trade that prioritizes cash generation over forecasting complex supply cycles. I recommend a long entry at $1740 with a $1600…

Lithia & Driveway (LAD) Continues Strategic Network Expansion in Texas with Rockwall Hyundai Acquisition and Provides Share Repurchase Update

Lithia & Driveway (LAD) Continues Strategic Network Expansion in Texas with Rockwall Hyundai Acquisition and Provides Share Repurchase Update

Lithia & Driveway (NYSE: LAD) has acquired Rockwall Hyundai in Texas, adding approximately $75 million in annualized revenue and strengthening its presence in the Dallas-Fort Worth market. The acquisition increases year-to-date expected annualized revenue acquired to $915 million. Additionally, the company updated its share repurchase program, havi…

Microchip Is Mispriced: Buy the Data-Center + Auto Upside

Microchip Is Mispriced: Buy the Data-Center + Auto Upside

Microchip (MCHP) looks cheaper than the headline P/E implies. The company’s Data Center Solutions unit is scaling fast, automotive and industrial demand remain durable, and free cash flow of nearly $1.0B gives the firm optionality to protect margins and return capital. This trade idea buys a corrective pullback around current levels with a clear st…

SoFi: Growth Is Carrying the Story — Buying the Post-Quarter Setup

SoFi: Growth Is Carrying the Story — Buying the Post-Quarter Setup

SoFi posted another quarter of rapid growth — 40% revenue expansion, stronger cross-sell and rising paid subscriptions — yet the stock is down on profit guidance noise. I view the selloff as an opportunity to buy a company that is increasingly monetizing non-lending products and building a durable customer flywheel. This is a mid-term swing trade w…

Buy the AI-Connectivity Pullback in Credo, But Wait for a Clean Entry

Buy the AI-Connectivity Pullback in Credo, But Wait for a Clean Entry

Credo (CRDO) remains one of the most direct plays on AI data-center connectivity. Q1 FY2027 revenue of $479M (up 114.7% YoY) and management's $600M+ optical revenue target show product-led growth, but the stock has been swept lower by margin pressure and headline-driven selling. We like a disciplined long: enter at $150.00, stop at $125.00, target …

ExxonMobil: A Conditional Buy If You Believe the War Premium Persists

ExxonMobil: A Conditional Buy If You Believe the War Premium Persists

ExxonMobil ($162.40) looks attractive as a dividend-bearing, cash-flow-rich integrated oil major, but the trade is conditional: buy only if you expect a sustained 'war premium' to keep crude prices elevated. This plan gives an entry at $161.02, a stop at $152.00, and a primary target at $170.00 with a stretch target at $176.41, framed across short,…