A new therapy just topped the long-standing standard of care in heart disease. Shares are surging before the bell, and traders eyeing approval catalysts may not want to wait on the sidelines.
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What to Watch
Premarket Earnings:
NIO Inc. [NIO]
Signet Jewelers Limited [SIG]
Academy Sports and Outdoors [ASO]
Aftermarket Earnings:
Zscaler, Inc. [ZS]
HealthEquity, Inc. [HQY]
Great Elm Group, Inc. [GEG]
Economic Reports:
S&P final U.S. manufacturing PMI [Aug.]: 9:45 am
ISM manufacturing [Aug.]: 10:00 am
Construction spending [July]: 10:00 am
Technology
Marvell Sells Off on Soft Guide Despite AI Strength; Is a Reset Setting Up a Trade?
Marvell Technology [NASDAQ: MRVL] designs semis for data centers, carrier infrastructure, enterprise networking, and AI custom silicon.
Fiscal Q2 revenue rose 58% year over year to ~$2.01 billion, driven by a 69% surge in data center to ~$1.49 billion as custom AI and electro-optics demand stayed robust. Margins ticked up (gross ~50.4%, operating ~14.5%), and adjusted EPS of $0.67 matched expectations.
The issue was that Q3 revenue guidance of approximately $2.06 billion fell short of a loftier buy-side bar, and macroeconomic and geopolitical noise surrounding China, as well as sector-wide concerns about “AI digestion,” cooled sentiment.
Shares dropped more than 16% on Friday last week, slicing through key moving averages and retracing gains back toward early-summer levels.
Yet the underlying demand picture remains constructive: management cited more than 50 active custom AI opportunities across 10+ customers, with enterprise and carrier trends accelerating.
Street targets still skew optimistic (≈$90s average, high $130s), implying sizable upside from reset levels if execution holds and hyperscaler spend re-accelerates into Blackwell/next-gen ramps industry-wide.
In the near term, technicians will watch $60–$63 as a key battle line, as a hold could set up a reflex rally on any incremental orders or supply-chain clarity.
For investors, the call is whether the guide reset marks a tradable air-pocket or the start of a longer consolidation after a big multi-year AI run. With fundamentals intact and multiples compressed by the drawdown, the risk-reward is improving, but catalysts must materialize.
Investor Angle: MRVL’s weakness appears more related to sentiment than structural. If Q3 bookings and the AI program firm up, the stock can work back toward the $70s–$80s.
I’d consider nibbling on further dips into support, keeping stops tight until guidance starts beating again.
Materials
Equinox Gold Rallies on Execution, Permitting Tailwinds, and Upbeat Outlook
Equinox Gold [NYSE: EQX] operates a multi-asset portfolio of mines and development projects across the Americas. Momentum has turned decisively higher in 2025: Q2 revenue surged roughly 78% year over year to about $479 million, flipping to EPS of $0.11 from a loss a year ago.
Operating leverage is showing up in margins (EBITDA ~33%) even as headline net margin remains thin, partly reflecting legacy financing and non-operating items. Balance sheet leverage looks conservative with total debt-to-equity near 0.04, leaving flexibility to advance growth projects.
Technically, the stock has broken to 52-week highs with rising volume, aided by catalysts that de-risk the pipeline. Notably, the Castle Mountain expansion’s inclusion in the FAST-41 program should accelerate and coordinate federal permitting, trimming timeline uncertainty.
Analysts have responded with target hikes (e.g., to C$15), while management continues to signal a stronger second half on throughput and grade improvements. With gold prices supportive and project execution improving, investors are leaning into the operating turnaround and optionality from development assets.
After a multi-month run, shares are up ~65% year-to-date and have added further gains over the long weekend, reflecting improving fundamentals and favorable technicals (higher highs, firm support near $8.05). The setup now turns on sustaining cost discipline and delivering against the expansion roadmap without equity dilution.
Investor Angle: I think EQX can keep grinding higher if management converts permitting wins into incremental ounces on time and on budget.
Dips toward new support look addable for gold-beta exposure with self-help catalysts, though I’d size positions with typical commodity-cycle volatility in mind.
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Healthcare
Cytokinetics’ Share Surges as New Heart Drug Outperforms Standard Therapy
Cytokinetics [NASDAQ: CYTK] develops small-molecule muscle activators and inhibitors for serious cardiovascular diseases.
Over the weekend, the company released primary results from MAPLE-HCM, a head-to-head Phase 3 trial in obstructive hypertrophic cardiomyopathy (oHCM) comparing its cardiac myosin inhibitor aficamten to metoprolol, a long-time first-line beta-blocker.
In patients with less-severe oHCM than prior studies, aficamten significantly improved peak oxygen uptake (pVO2) by 1.1 mL/kg/min versus a decline of 1.2 with metoprolol, a least-squares mean difference of 2.3 mL/kg/min (p<0.0001). Benefits were consistent across prespecified subgroups, including treatment-naïve patients.
Secondary endpoints also favored aficamten on five of six measures at 24 weeks, including a higher proportion of patients improving by at least one NYHA class (51% vs. 26%), better KCCQ-CSS scores, reductions in NT-proBNP, and substantially lower resting and post-Valsalva LVOT gradients.
Safety profiles were manageable; aficamten dose reductions were infrequent, and LVEF reductions were largely modest and on-target. The data were presented at ESC 2025 and published simultaneously, adding credibility ahead of the U.S. FDA’s ongoing NDA review with a PDUFA action date set for late December.
The stock, down sharply year-to-date, is jumping in pre-market trading as investors reassess approval odds and commercial potential in a large specialty-cardiology market with meaningful unmet need. Management will host an investor call to detail the results and the path to launch.
Investor Angle: I think MAPLE-HCM materially strengthens the case for approval and early uptake, especially given superiority over a 60-year standard.
If the label is broad and payer access reasonable, I’d expect follow-through on today’s bounce as cardiology specialists position aficamten earlier in the treatment algorithm.
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Movers and Shakers
Mineralys Therapeutics [MLYS] – Last Close: $15.48
Mineralys is a late-stage biotech developing therapies for cardiorenal and hypertension disorders. Shares are jumping ~34% premarket after Wellington Management boosted its stake, a signal of rising institutional confidence that often precedes follow-on interest from other funds and momentum traders.
Liquidity is solid for a smaller-cap company, and the move pushes MLYS back toward its 52-week highs, a level that can trigger technical breakouts if volume remains elevated.
My Take: The fresh institutional vote of confidence can keep buyers active today. If $18–$19 holds on pullbacks, a run at new highs looks likely as funds chase liquidity into the close.
Air Lease Corp. [AL] – Last Close: $60.21
Air Lease finances and leases modern, fuel-efficient aircraft to airlines worldwide. The stock is up ~7% premarket after agreeing to be acquired for $65 in cash by a buyer group led by Sumitomo, SMBC Aviation Capital, Apollo, and Brookfield, valuing the company at ~$7.4B equity and ~$28B including assumed debt.
With the deal priced at a premium to the all-time high close, arbitrage dynamics and a clean financing setup could keep shares gravitating toward the $65 take-out level.
My Take: I expect AL to trade in a tight band toward $65 as merger-arb money piles in. For traders, dips toward $63 look buyable while headline risk on approvals remains low near term.
Joby Aviation [JOBY] – Last Close: $14.15
Joby is building electric air taxi (eVTOL) services and advancing FAA certification. Shares are down ~5% premarket as last week’s macro jitters and AI skepticism linger, with growth stocks giving back part of Friday’s bounce.
Even so, Joby’s recent FAA airspace milestone keeps the commercialization path intact, and rate-cut hopes into September could re-ignite risk appetite.
My Take: I’d watch for buyers around $13–$13.50. If that zone holds, a rebound toward $15 is on the table. Speculative, but improving regulatory milestones can spark sharp squeezes on any positive headlines.
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Everything Else
Kraft Heinz plans a corporate split, separating its U.S. and international units into two public companies.
Nestlé fired CEO Laurent Freixe over a code-of-conduct violation, marking a sudden leadership shakeup.
Crypto.com and Underdog teamed up to launch sports prediction markets, pushing further into gaming and betting.
Suntory’s CEO resigned after reports tied him to a possible purchase of illegal supplements.
A key Starbucks supplier in Switzerland braces for losses as new U.S. tariffs raise costs.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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