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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

The REGAL Phase 3 trial reaching its 80-death threshold has put final analysis and GPS survival results in focus. Traders are debating the sharp selloff since the milestone: bullish holders view it as volatility ahead of the readout, while bearish voices warn the results could disappoint; claims of manipulation or a data leak remain speculation.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with investors focused on dilution, the purchase price and the long wait for completion as MRVL and LITE shares fall. Some traders see the deal as an overreach that could weigh on shareholders, while others view combining Marvells connectivity chips with Lumentums optical technology as a strategic bet on AI data centers.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is the main focus, with traders questioning why LITE is falling despite the announced premium. Debate centers on the fixed share exchange tying LITEs value to Marvells stock and the long, approval-dependent closing process; some see strategic value in combining AI networking and optics, while others view the terms as unfavorable to shareholders.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is drawing attention ahead of its Q3 report after a sharp semiconductor-sector selloff following Intels weak outlook, which traders debate as either Intel-specific or a warning about PC/server demand and AI infrastructure returns. Bulls point to AMDs data-center and AI exposure as a differentiator, while skeptics worry about high expectations and the risk of disappointing guidance.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond fundraising to finance its AI infrastructure buildout is the dominant focus, with traders linking the sharp selloff to dilution, added debt and doubts about when heavy spending will pay off. Some argue the financing was already disclosed and supports growth, while others see the timing and capital needs as signs of mounting risk.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Traders are focused on Compass Pathways expected completion of the rolling NDA submission for COMP360 and the prospect of a fast FDA review, with upcoming company updates seen as potential clues on timing. Optimism about the regulatory timeline is tempered by frustration over the lack of a firm submission date, recent share weakness, and debate about competition from Usona and broader biotech-market pressure.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is drawing attention after UBS upgraded the stock to Buy, framing its recent selloff as a buying opportunity ahead of the R2 ramp. Traders are broadly reacting to the rally with bullish talk of a rebound and possible short covering, while some caution that execution and persistent losses matter more than an analyst upgrade.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly results showed strong revenue growth and an improved loss, but shares sold off sharply as investors focused on the lack of quantified guidance, high costs, and uncertainty around the Alzheimers agitation launch and path to profitability. Traders are split between viewing Auvelitys growth as evidence of a solid business and seeing managements limited outlook as a source of continued uncertainty.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels steep selloff after a weaker-than-expected fourth-quarter outlook is the dominant focus, despite a stronger third quarter; traders point to supply constraints and softer PC demand as near-term concerns. The community is split between buying the sharp drop on oversold and long-term turnaround arguments and expecting more downside amid execution and foundry doubts.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstarts continued slide to fresh 52-week lows is being linked by traders to concerns about its debt and funding needs, rising yields, and the companys sensitivity to borrowing costs; some also blame persistent short selling and weak institutional demand. The mood is largely bearish and frustrated, though some traders see oversold conditions and high short interest as potential fuel for a rebound.

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$WRD

Headline: WeRide CEO sees Hong Kong robotaxi rides within five years, if regulators approve

Interviewer “You recently said that Robotaxi service will begin… in HongKong. We are based in Hong Kong, you came from Guangzhou this morning. When will you be able to drive —to— Hong Kong”

Tony: within 4-5 years (him literally explaining the cross boarder travelling from Guangzhou to Hong Kong”. )

Technically, Tony is correctly answering the question, regarding cross boundary applications. However the NBC headline prints Hong Kong is still 4-5 years out, which is not something that was said nor asked.

Context: Last month, HK authorities formally committed to commercial operations applications during 2026 (Airportlink). 
In April the Transport Secretary, has publicly voiced their objective as moving toward large-scale commercial deployment. 

https://www.cnbc.com/video/2026/11/02/weride-hong-kong-robotaxi-autonomous-regulators-ai.html

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WeRide Inc. - ADR



Headline: WeRide CEO sees Hong Kong robotaxi rides within five years, if regulators approve

Interviewer “You recently said that Robotaxi service will begin… in HongKong. We are based in Hong Kong, you came from Guangzhou this morning. When will you be able to drive —to— Hong Kong”

Tony: within 4-5 years (him literally explaining the cross boarder travelling from Guangzhou to Hong Kong”. )

Technically, Tony is correctly answering the question, regarding cross boundary applications. However the NBC headline prints Hong Kong is still 4-5 years out, which is not something that was said nor asked.

Context: Last month, HK authorities formally committed to commercial operations applications during 2026 (Airportlink). 
In April the Transport Secretary, has publicly voiced their objective as moving toward large-scale commercial deployment. 



Niels

@NLZ did you send IR a note t o CNBC asking them to  re clarify the timeline? Tony didn&#39;t do a good job overall, especially with the last question. He usually doesn&#39;t do well in conversations  IMO.

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 did you send IR a note t o CNBC asking them to  re clarify the timeline? Tony didn't do a good job overall, especially with the last question. He usually doesn't do well in conversations  IMO.

@LubberJML I did drop a message with CNBC