Good morning and Happy Monday. We hope everyone had a wonderful Easter weekend. It’s time for week two of Top Tickers. Let’s dive in.

So far, mergers are stealing the morning.

One biotech is getting taken out at a substantial premium, and the deal is dragging attention toward another acquisition that is two days from closing.

Elsewhere, Wall Street analysts are reshaping the narrative around two names, one in streaming and one in enterprise software, while a bitcoin bounce is lifting the crypto-adjacent trade.

Energy is the clear laggard, with stocks under pressure as geopolitical developments in the Middle East weigh on crude.

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Soleno Therapeutics (SLNO): +32%

The stock is making a big move pre-market as Neurocrine Biosciences (NBIX) agreed to acquire Soleno for $53 per share in cash, valuing the deal at roughly $2.9 billion. Neurocrine said the acquisition strengthens its position in endocrinology and rare disease, and the market is treating it as a clean premium takeout for Soleno shareholders.

Strategy (MSTR): +4%

Bitcoin cleared $69,000 Monday morning and Strategy, which holds bitcoin as its primary treasury asset, moved nearly in lockstep. When crypto runs, Strategy tends to benefit from it.

Twilio (TWLO): +3%

Jefferies upgraded Twilio to buy, arguing the company is positioned to become essential infrastructure for voice AI. The upgrade puts Twilio back in the AI conversation after a long stretch on the sidelines.

Netflix (NFLX): +1.7%

Goldman Sachs upgraded the stock to buy, saying Netflix remains the dominant force in content acquisition and has a strong case for returning capital to shareholders over multiple years. For a company that has already lapped most of its streaming competition, a Goldman upgrade is a reminder that the growth story isn't over.

Carvana (CVNA): -2%

BofA Global Research downgraded the online used-car retailer to neutral from buy, citing recent macro and industry developments. When a bull turns cautious on a name that's had a strong run, the market tends to listen.

EOG Resources (EOG): -1.5%

EOG fell in line with the broader energy selloff as crude prices dipped on Iran war developments. The company is one of the more efficient U.S. shale producers, but efficiency doesn't insulate you when the whole sector is moving lower together.

Diamondback Energy (FANG): -1%

Diamondback is a Permian Basin pure-play, which means its fortunes track crude closely. When oil slips on geopolitical uncertainty rather than a demand signal, names like Diamondback tend to give back ground fast and recover just as quickly if the headline fades.

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Viking Therapeutics (VKTX)

The GLP-1 takeover race is back on traders' radar, and Viking keeps coming up as the name Big Pharma is most likely to scoop up next. CNBC's Fast Money called a Viking acquisition "almost a foregone conclusion" this year, and retail on StockTwits has been running with that framing, with message volume sitting at high levels and sentiment firmly in bullish territory.

The fundamental hook is real: Viking's dual-agonist obesity drug VK2735 is advancing through Phase 3 trials in both injectable and oral forms, and the company ended 2025 with over $700 million in cash. No deal has been announced, and Phase 3 data readouts are still months out. Whether the takeover speculation holds or fades before a catalyst arrives is the open question.

✌️That’s it for today.