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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

A widespread Microsoft 365 outage disrupted Outlook, Teams, Copilot and other services, prompting concern about enterprise reliability and potential customer losses. Traders debated whether the incident was a lasting hit to confidence or a temporary setback, while many noted services were gradually recovering; speculation about a cyberattack remains unconfirmed.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels planned prostate-cancer BLA filing has been pushed to mid-2027 amid ongoing FDA discussions over assay refinement, prompting concern about the longer timeline and managements communication. Traders debate whether this is a technical manufacturing and regulatory hurdle rather than a problem with the clinical data, while also raising dilution and cash-runway concerns.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,111,281. The last known price of Bitcoin is 71,086.72423286 USD and is down -3.89 over the last 24 hours. It is currently trading on 12779 active market(s) with $28,515,435,687.36 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

A sharp Bitcoin selloff has driven the conversation, with traders debating whether the drop and breached support levels signal further declines or an oversold buying opportunity. Some attribute the pressure to broader risk-off sentiment and liquidations, while others are buying the dip.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention after reporting stronger-than-expected core revenue, raising its outlook, and disclosing a Microsoft cloud agreement, prompting a sharp after-hours rally. Bulls point to accelerating AI-inference demand and potential short covering, while skeptics argue that GAAP losses, heavy spending, and uncertainty about when the deal will generate revenue could limit the move.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos quarterly results beat expectations and its outlook rose, but shares sold off as traders focused on margin pressure and questions about whether AI-related orders will translate into durable growth; some also blamed broader tech volatility. Bulls point to a potential networking supercycle and view the pullback as temporary, while skeptics see the muted reaction as a warning about growth and margins.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials better-than-expected quarterly results and upbeat outlook, backed by strong chip-fabrication demand, dominate the discussion. Traders are divided over the muted share reaction: some see good news as already priced in and point to volatility crush, while others remain bullish on sustained AI-related equipment demand.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

The CHMP confirmed its negative opinion on arimoclomol (MIPLYFFA) for Niemann-Pick disease type C in Europe, prompting disappointment and criticism of management. Traders debate the setbacks impact, with some viewing it as an overhang cleared while others focus on the existing U.S. business and speculate about a potential buyout.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS reiterated that topline results from its Phase 3 REGAL leukemia trial are expected in November after the study reached its required 80th event, prompting a sharp after-hours rally. Bulls are positioning for a positive readout and a possible short squeeze, while skeptics caution that the trial outcome remains uncertain and the move may reflect speculation rather than a data leak.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Reported Samsung talks to acquire Modine have fueled takeover speculation, though no deal has been announced and traders caution the discussions could fall through. The community is debating whether a potential buyout would deliver a premium or whether the rumor-driven spike may fade.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

CDNL is drawing attention after sharply weaker project margins, cost-estimate revisions and the withdrawal of its 2026 outlook, alongside a delayed Hughes Brothers acquisition and the CFOs planned departure. The steep selloff has fueled concerns about management and whether margins can recover, while dip buyers point to the companys cash position and authorized buyback; the buyback is not a commitment to purchase shares.

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$AMAT Even though the earnings and forecasts were good, the stock price is muted with very low volume this morning. Cisco had good earnings yesterday, too, but is tanking 3% this morning. 
 
It looks like it will sink, though it should go very volatile. 🐻

Jeff Galewood (JMG)

StockTwits Web

 Even though the earnings and forecasts were good, the stock price is muted with very low volume this morning. Cisco had good earnings yesterday, too, but is tanking 3% this morning. 
 
It looks like it will sink, though it should go very volatile. 🐻

Aki Sawada

@Akisawada you read a LOT into very little.