The article compares two lesser-known stocks, Revolution Medicines (RVMD) and Oruka Therapeutics (ORKA), which have both more than doubled this year and outpaced the Magnificent Seven. Revolution Medicines earned approval this year for Rasonque in metastatic pancreatic cancer, with a Phase 3 median overall survival of 13.2 months versus 6.7 months for cytotoxic chemotherapy, and some analysts project $20.8 billion in total peak revenue. Its average price target of $259.14 implies 35.7% upside, which the author considers too optimistic. Oruka has no approved medicine; its lead candidate ORKA-001, for plaque psoriasis, is in Phase 2a with encouraging results and could be dosed once or twice a year, while its $155 average target implies 95% upside. The author views Oruka as riskier than Revolution Medicines because ORKA-001 has not yet started Phase 3 trials.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- Martin Shkreli Says New Photonic Chips Could Run Circles Around Nvidia
Former hedge fund manager Martin Shkreli said on the All-In podcast, released October 12, 2026, that three private startups, Neurofos, Opticore and Lumi, could build photonic matrix-multiplication cores that would 'run circles around what Nvidia does.' Photonic chips compute with light, which promises speed and energy gains, but the article notes they struggle with the nonlinear steps neural networks need and still rely on electronic memory. Nvidia is already adding optics to its roadmap, reporting second-quarter fiscal 2027 revenue of $96.22 billion, up 105.8%. Its shares fell 6.39% over the past week but closed at $214.63, up 15.35% year to date. Because the startups are private, public investors cannot own them, and the article suggests watching for benchmarks on full AI models and a hyperscaler customer.
- These 3 Stocks Are Crushing the "Magnificent Seven" This Year -- Are They Still Buys?
With less than two months left in 2026 and the S&P 500 on track for a double-digit gain, only Nvidia and Apple among the Magnificent Seven are beating the market. The article profiles three healthcare stocks that have far outpaced the group: Moderna, up more than 620% year to date on its personalized mRNA cancer vaccine intismeran autogene; Twist Bioscience, which has surged after revenue rose 23% to $118.4 million; and 10X Genomics, up almost 400% despite sales growing only 3%. Consensus price targets sit 49% below the current price for Moderna, 11% below for Twist, and 16% below for 10X Genomics. The author suspects these stocks could slide over the next 12 months, though any significant sell-off could present buying opportunities for long-term investors.
- More drops for AI stocks drag Wall Street lower after whipping around the world
AI stocks fell again on Thursday, pulling the Nasdaq Composite down 0.4%, while the Dow rose 440 points, or 0.9%, and the S&P 500 was roughly flat as most U.S. stocks climbed. The AI sell-off began on Wall Street Wednesday and spread abroad, sending South Korea's Kospi down 7.6% and Japan's Nikkei 225 down 4.9%, as worldwide bond yields hit multi-year highs and fueled concern about heavy AI spending funded by debt. CoreWeave fell 5.2% after a 15.5% drop the day before, and Nvidia slipped 1.9%. TSMC's profit beat expectations, yet its U.S.-listed shares fell 2.6%. Marsh & McLennan rose 6.4% after a stronger-than-expected quarterly profit, and the 10-year Treasury yield fell to 5.07% from 5.19%.
- More drops for AI stocks drag Wall Street lower after whipping around the world
- Drops for AI stocks drag Wall Street lower after whipping around world
AI stocks fell again on Thursday, with the S&P 500 down 0.3% and the Nasdaq Composite down 0.9%, after a global sell-off that hit South Korea's Kospi (down 7.6%) and Japan's Nikkei 225 (down 4.9%). Investors are worried that AI companies, which borrowed heavily for data centers and chips, may struggle with debt as bond yields worldwide reached multi-year highs. CoreWeave fell 7.8% a day after dropping 15.5%, and it said it faces $4.41 billion in principal payments in the second half of this year and $6.18 billion in 2027, against more than $5.5 billion in cash as of June 30. Nvidia slipped 2.6%, and TSMC's US-listed shares fell 4.6% despite a strong profit report. Outside AI, Marsh & McLennan jumped 6.1% after beating profit expectations, while the 10-year Treasury yield fell to 5.06% from 5.19%.
- Drops for AI stocks drag Wall Street lower after whipping around world
The S&P 500 fell 0.3%, on track for its sixth loss in seven days since its all-time high, while the Nasdaq composite dropped 0.9% as AI stocks sold off again. The selling spread from South Korea's Kospi (down 7.6%) and Japan's Nikkei 225 (down 4.9%), amid worries that many AI companies borrowed heavily to build data centers and chips. CoreWeave fell 7.8% after tumbling 15.5% a day earlier, Nvidia dropped 2.6%, and TSMC's U.S.-traded shares fell 4.6% despite a profit beat. Outside AI, Marsh & McLennan climbed 6.1% on a stronger-than-expected quarterly profit, and two out of three S&P 500 stocks rose. The 10-year Treasury yield fell to 5.06% from 5.19%, after topping 5.30% earlier this month for its highest level since 2002.
Related markets
Latest news
- Duong Son Ba Arrested, Hai Phong Thermal Power Loses Lawsuit and Must Pay VND 115 Billion to Partner
Hai Phong Thermal Power (HND) disclosed an appellate ruling in a coal supply dispute with Dan Ka Mineral, under which the court accepted the plaintiff's appeal and ordered the company to pay nearly VND 115 billion, including a coal price difference of over VND 80.15 billion and interest of over VND 34.65 billion. The dispute stems from a 2021 contract, with disagreement over price adjustments after global coal prices rose sharply in 2022. Duong Son Ba, the company's general director, was arrested on 21 May 2026 over alleged forgery of documents of an agency or organisation, and the board dismissed him from the post on 13 October, with no successor yet announced. In the first half of 2026, the company reported net revenue of nearly VND 6,081 billion, up 8%, and after-tax profit of over VND 508 billion, up nearly 25%.
- Iran threatens to use the 'father of all missiles' to strike adversaries' energy facilities
Major General Mohammad Reza Naqdi, senior adviser to the IRGC commander, said at a rally in Sari on October 18 that Iran has prepared the most advanced missiles and will respond to any aggression. He warned that energy infrastructure and investments belonging to powers Tehran deems aggressive in the region could fall within Iranian missile range. His remarks answered US President Donald Trump's threat to use the GBU-43/B MOAB, often called the 'mother of all bombs' and weighing about 14 tons, against Iran's energy infrastructure and nuclear sites. Naqdi said Iran also possesses these bombs, having seized some that failed to detonate in the 12-day war, and called Trump's impatience a 'public admission of defeat'.
- Strategy on verge of golden cross, just weeks after bitcoin flashed same bullish signal
Strategy (MSTR) is about to form a golden cross, when its 50-day average rises above its 200-day average, possibly as early as Monday, just weeks after bitcoin showed the same bullish signal. The company holds $69.81 billion in bitcoin, and its stock has had two earlier golden crosses followed by big rallies: from $15.57 in September 2020 to $127.29 by February 2021, a 717% gain, and from $25.29 on March 2, 2023 to a peak of $473.83 in November 2024, up 1,774%. The article stresses the signal is unreliable, though: since 1999 MSTR has had 19 golden crosses, and only 10 were followed by a higher price 12 months later, a 50% hit rate, with a median 12-month return of just 3.3%. The two worst cases, in 2001 and 2007, were followed by a 61% loss.
- Director of the HCMC Institute of Economics, Natural Resources and Environment: Four major corporations have raised plans to invest in Vietnam, but pulled back when asked about power capacity
At a seminar co-organized by Tien Phong newspaper and the HCMC Department of Construction on October 16, TS. Phạm Viết Thuận said the city should treat infrastructure as an integrated system rather than focusing only on transport. He argued that 11 main and 13 secondary infrastructure categories, including power, water drainage, industrial zones and logistics, need to be synchronized for the city to develop its economy. To address flooding, he proposed surveying 159 flood-prone points and building ecological lakes at major spots. He also noted that four large corporations had considered investing in Vietnam but withdrew when asked about grid power capacity. Department director Trần Quang Lâm said capital mobilization and land policy need further study, while traffic congestion, flooding and pollution remain the city’s top priorities.
- Live updates: Bitcoin tags $83,000 and slips back as chip stocks lead a rebound
Bitcoin climbed from an overnight low near $80,700 to just above $83,000 early Monday, then slipped back to about $82,400 as sellers stepped in, and was up 0.3% over 24 hours. The bounce followed tech stocks, with Nasdaq 100 futures up 1.1%, snapping a weeklong 5.5% selloff, and an ETF tracking chipmakers jumping 3%. WTI crude recovered to $98.55 after touching $96.72, as the U.S. warned citizens across 12 Middle East locations of possible flight cancellations and airspace closures, raising fears of fresh strikes on Iran and disruption at the Strait of Hormuz. In Europe, the Stoxx 600 fell 0.8% after protests in France. Bitcoin would need to move through $84,000, its ceiling on October 13 and 14, to signal that the tech rebound is lifting it too.
- Baystreet . ca - When Might October Nasdaq Correction End ?
The Nasdaq Composite (QQQ ETF) is 6.96% below its 52-week high after falling 5.52% last week, close to the 10% threshold for a technical correction. The article says high oil prices, sustained by Iran's control of traffic through the Strait of Hormuz, keep September CPI and PPI rising, and that Iran wants higher oil prices to hurt the Republican Party before the midterm elections, so the correction in beaten-down stocks may continue. CoreWeave (CRWV) lost 25.21% last week, closing just 3% above its yearly low, while bears holding a 17% short float bet its $50 billion debt is unsustainable. Nebius (NBIS) fell 25% and Twilio (TWLO) dropped 15.6%, while Autodesk (ADSK), Salesforce (CRM) and Adobe (ADBE) drew buying. The article suggests volatility may ease after the midterms.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.