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2026-09-29 21:30 • The Motley Fool Positive Axe Cap view: Selective

Viking Therapeutics released impressive clinical trial results for its weight-loss drug VK2735, showing 16-19% body weight loss and strong maintenance results. However, Eli Lilly's stock barely moved because the company has its own robust maintenance strategies (Foundayo and dose reduction approaches) and a deeper pipeline. While Viking could become a competitor in the growing weight-loss market, it still needs to confirm results in larger Phase 3 trials, and Eli Lilly remains the safer, more established choice.

Axe note: Viking Therapeutics impressed with new trial data, yet Eli Lilly’s share price barely budged.

2026-09-29 20:34 • The Motley Fool Mixed Axe Cap view: Selective

CrowdStrike demonstrates stronger revenue performance with consistent quarter-over-quarter growth, reaching $1.5 billion in Q2 2026, while UiPath shows more volatile revenue patterns with concerning growth deceleration from 13% to an estimated 8% year-over-year growth in Q3 2026. Both companies benefit from the AI boom, but CrowdStrike's cybersecurity solutions addressing AI-driven threats provide a stronger tailwind compared to UiPath's automation software.

Axe note: CrowdStrike’s solid revenue growth signals a stronger play in the AI-driven cybersecurity space versus UiPath's wobbling automation business.

2026-09-29 20:30 • The Motley Fool Positive Axe Cap view: Selective

GE Vernova, the spun-off energy division of General Electric, is positioned as a top AI power stock to buy. The company benefits from surging electricity demand at AI data centers, with its backlog growing 37% year-over-year to $176.3 billion. GE Vernova expects 20-22% revenue growth in 2026, with adjusted EBITDA margins expanding to 12-14% and free cash flow projected to triple to $11.5-12.5 billion. Trading at around $960 per share with a 25x forward EBITDA valuation, the stock appears reasonably valued given analysts expect 60% CAGR adjusted EBITDA growth through 2028.

Axe note: GE Vernova’s energy focus offers a clearer growth path than flashy chipmakers amid the AI surge.