Trade These, Not Those: Capital is Rotating and Here’s Where It’s Headed

24/7 Market News
Friday, August 1, 2025 at 2:57pm UTC

DENVER, Colo., Aug 01, 2025 (247marketnews.com)- While the major indices grind sideways, traders are finding alpha in small- and mid-cap catalysts and this week, the opportunities are flashing across biotech, fintech, real estate, and gaming crossovers.

BioXcel Therapeutics (NASDAQ:BTAI) just hit last patient, last visit (LPLV) in its pivotal Phase 3 SERENITY At-Home trial, targeting acute agitation in bipolar and schizophrenia patients. Topline data are expected this month and could unlock a massive commercial opportunity for IGALMI in the home setting, a currently unmet FDA indication.

Vimal Mehta, Ph.D., CEO of BioXcel Therapeutics, stated, “This is another critical step toward advancing BXCL501 (IGALMI) as the first FDA-approved therapy for this indication in the home setting.”

With 23 million agitation episodes occurring annually in the U.S. and no outpatient treatment approved, a positive readout could transform BTAI into a revenue story, not just a trial stock.

Venu (NYSE:VENU) continues to flirt with a technical breakout past $14. Momentum traders are eyeing the $22.30 target set by Cenorium AG, with real catalysts backing the price action.

CEO J.W. Roth invested $5M of his own capital, with plans to increase it to $20M, into the company’s NNN FireSuites, which offer “11% projected cap rates and no exposure to property taxes, insurance, or maintenance.”

VENU’s $5B pipeline and $1B under development make it one of the most unique income + growth stories in the market, blending REIT economics with live entertainment assets and short squeeze potential.

4D Molecular Therapeutics (NASDAQ:FDMT) just delivered positive 52-week and 60-week data for 4D-150 in diabetic macular edema (DME) and achieved regulatory alignment with the EMA for a registrational pathway.

David Almeida, M.D., MBA, Ph.D., Erie Retina Research, presented these interim results at the 43rd Annual American Society of Retina Specialists (ASRS) Scientific Meeting.

With DME affecting millions globally, this update boosts confidence in 4DMT’s late-stage clinical pipeline and positions it for accelerated European review.

Siyata Mobile’s (NASDAQ:SYTA) transformation is no longer just theoretical. The company is nearing a $185M reverse merger with Core Gaming, which boasts 43 million monthly active users. If approved by Nasdaq, this is a full pivot into AI-driven content and entertainment delivery.

The merged entity is targeting $100 million in 2025 revenue, and the transformational nature of the deal has both momentum traders and long-term holders circling.

This is a classic small-cap pivot play, with a built-in short interest narrative and massive potential revaluation if execution follows.

Rocket Companies (NYSE:RKT) surprised to the upside with Q2 2025 adjusted revenue of $1.34B, beating the high end of guidance. The company also reported $75 million in adjusted net income and $172 million in adjusted EBITDA.

In a tough macro backdrop for real estate and lending, Rocket’s diversified platform, spanning mortgages, real estate, title, and personal finance, offers more stability than meets the eye. This one is back on growth watch.

Tenon Medical (NASDAQ:TNON), LOBO EV (NASDAQ:LOBO), Marwynn (NASDAQ:MWYN) often generate quick momentum trades.

Reddit’s (NASDAQ:RDDT) $0.45 EPS is impressive given its prior loss of $0.06 per share a year ago.

Performant Healthcare (NASDAQ:PHLT) and Alphatec (NASDAQ:ATEC) had decent earnings, PHLT raised guidance and ATEC swung to a $0.02 profit.

Please click here to read Cenorium’s full Venu analyst report on 247marketnews.com.

For additional 247marketnews.com Siyata disclosure https://247marketnews.com/syta-siyata-mobile-update/ or https://247marketnews.com/venu-disclosure/ for additional VENU disclosure.

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