Sep 22, 2026 · 5 min
Listen from 2:59
Listen at 2:59
Alibaba, On and Viking ride distinct growth catalysts
Alibaba and ON Rise; Viking Therapeutics Surges
The episode shows how technology investment, consumer demand and drug-development data can move very different stocks at once.
- 1Alibaba gains as a new AI chip and expanded data-center plans sharpen its technology story.
- 2On Holding rises on a high-teens sales-growth outlook and expansion into additional sports categories.
- 3Viking Therapeutics surges after an obesity-drug study showed most weight loss could be maintained with less-frequent dosing.
Don't miss
Viking Therapeutics shares surge after data indicate less-frequent dosing may maintain most weight loss.
The brief
Hosts Tim Stenovec and Carol Massar open with three sharply different market stories: Alibaba’s AI ambitions, On Holding’s growth outlook and Viking Therapeutics’ obesity-drug data.
Alibaba gains after unveiling a new AI chip and expanding data-center plans, putting its technology strategy in focus as the company’s relevance to upcoming U.S.-China talks comes into view.
On Holding’s stock rises on expectations for high-teens sales growth over the next several years, with projected margins and expansion into new sports categories supporting the case.
Viking Therapeutics delivers the episode’s clearest jolt: shares surge after a study suggests its experimental obesity drug can preserve most weight loss with less-frequent dosing.
Taken together, the moves show investors pricing different forms of durability: Alibaba’s infrastructure buildout, On’s consumer expansion and Viking’s ability to sustain treatment results.
What was said on this episode
1 statement · 1 positive
On Holding is trying to take market share from Adidas and Nike.
“take market share away from adidas or adidas in germany and nike”
Listen at 2:05
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.