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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 announced that its Phase 3 REGAL trial in AML reached the prespecified 80th death event, triggering final analysis ahead of topline results. Traders are excited about the milestone but disagree over what it implies for efficacy; the data remain blinded, and the announcement has brought volatility as investors await the readout.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Lingering speculation that Nelson Peltzs Trian could pursue a take-private deal is fueling buyout and short-squeeze talk, though traders disagree on whether another offer is likely. Bears point to weak traffic, declining earnings and franchisee distress as reasons the stock may remain under pressure.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods mixed Q3 resultsparticularly a slight revenue and earnings shortfall alongside sharply lower crypto revenueprompted a selloff. Traders are divided between viewing the drop as an overreaction given record revenue and growth in options and prediction markets, and worrying about slower growth, margin pressure, and continued exposure to cyclical crypto activity.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

Record quarterly results, a large shareholder-return plan, and reports that DRAM and HBM supply is committed for years are driving attention, with traders linking tight memory supply to sustained AI demand. The reaction is largely bullish, though some question the muted share-price response and warn that memory remains cyclical.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphases quarterly results missed expectations and its weaker Q4 outlook intensified concerns about soft residential solar demand amid high interest rates and the loss of a federal tax credit, driving a sharp selloff. Bearish traders see continued near-term pressure, while some investors point to the AI data-center transformer opportunity as longer-term potential, though pilots and commercial sales remain years away.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertivs quarterly results topped expectations and its raised outlook, backed by strong data-center orders, are driving attention as traders connect demand for AI infrastructure with power and cooling equipment. The reaction is largely bullish, though some traders caution against chasing the sharp gap higher and question the stocks valuation and volatility.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics quarterly report is drawing attention because, despite results broadly meeting or beating expectations, its outlook was cut again, with management citing lingering disruption from the cyberattack and forecasting weaker sales. Traders are divided between criticizing the guidance and managements execution, which has weighed on sentiment, and viewing the selloff as a buying opportunity.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernovas strong Q3 results and raised full-year outlook, supported by surging orders and power demand tied to data centers, are driving attention. Traders are weighing the strong operating momentum against concerns about the price and financing of its Trench Group acquisition, with some questioning why the earnings-driven share move has been modest.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings are the main focus, with traders debating whether cloud and AI growth can justify heavy infrastructure spending and offset possible weakness in search. The community is sharply divided: bears fear disappointing guidance and further selling, while bulls see the recent decline as a buying opportunity and expect AI and cloud demand to support the business.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings quarterly results and cautious outlook triggered a sharp selloff, with the delayed 737 production ramp and a slower path to stronger cash flow raising doubts about the turnaround. Traders are split between calling the drop an overreaction given Boeings backlog and defense business, and criticizing managements execution and communication.

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Everyone&#39;s passing memory costs on, so that&#39;s not the interesting part... access is. SK hynix says long term agreements with 14 customers already cover more than half of its 2027 and 2028 capacity, with DRAM and HBM sold out through 2029. $NVDA and $AMD need HBM to ship a single GPU, $INTC reports Thursday and its server CPUs run on the same tight DDR5, and $DELL and $SMCI are competing for allocation to build the servers. Even Amazon raised its 2026 capex by $20 billion partly on memory costs. In a shortage, is memory allocation the new moat?

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Advanced Micro Devices Inc

Intel Corp

Dell Technologies Inc

Super Micro Computer Inc

Everyone's passing memory costs on, so that's not the interesting part... access is. SK hynix says long term agreements with 14 customers already cover more than half of its 2027 and 2028 capacity, with DRAM and HBM sold out through 2029. 

 reports Thursday and its server CPUs run on the same tight DDR5, and 

 are competing for allocation to build the servers. Even Amazon raised its 2026 capex by $20 billion partly on memory costs. In a shortage, is memory allocation the new moat?