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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 stronger-than-expected quarterly results and raised outlook for AI infrastructure have been overshadowed by a post-earnings selloff, with traders focusing on lower gross margins, slower product-order growth and analyst price-target cuts. Some see the decline as an overreaction to strong AI-networking demand, while others worry that margin pressure and growth concerns could persist.

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 FDA discussions over assay refinement, prompting a sharp selloff. Traders are split between viewing the delay as a technical CMC hurdle with the clinical science intact and criticizing managements execution and communication, while also debating cash use and potential dilution.

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 discussions to acquire Modine are driving attention, with traders debating whether a deal will happen and what it could mean for shareholders; no agreement has been announced. The speculation is tied to Modines data-center cooling business, while some community members question the buyout premium and warn the surge may be rumor-driven.

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 record quarter and raised outlook drew attention, but the shares barely responded and fell as traders debated whether strong results were already priced in and cited options volatility crush; some also pointed to broader tech weakness and Nvidia-related uncertainty. Bulls emphasize sustained AI-driven chip-equipment demand, while skeptics question whether the results cleared a high enough bar.

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 criticism of Microsofts reliability and concern about customer trust. Traders debated whether the disruption was a temporary setback or a deeper operational risk; cyberattack theories circulated, but Microsoft reported no evidence of malicious activity.

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

Bitcoins sharp selloff and break below a key support level dominate discussion, with traders pointing to leveraged-position liquidations and broader risk-off pressure as possible contributors. The community is split between dip buyers expecting a rebound and bears warning of further declines; no single cause is firmly established.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,583,260 with 63,516,606,953 in circulation. The last known price of XRP is 1.03439229 USD and is down -2.16 over the last 24 hours. It is currently trading on 1895 active market(s) with $1,786,076,895.36 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRPs slide alongside a broader crypto-market selloff has put key support levels under scrutiny, with traders debating whether the decline will deepen or mark a buying opportunity. Bearish posts warn of further losses, while long-term holders say they are accumulating and staying invested.

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 quarterly revenue beat and raised outlook, alongside traders focus on a newly disclosed Microsoft cloud deal, drove a sharp rally. The reaction is divided: bulls see accelerating AI-inference demand and customer growth, while skeptics point to the GAAP loss, heavy spending and valuation, and warn the post-earnings pop may fade.

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

Zevras European drug review is the main focus after the CHMP reaffirmed its negative opinion on arimoclomol (Miplyffa) for Niemann-Pick disease type C, weighing on shares. Traders debate the setbacks significance: some worry about lost European market access and seek a company sale, while others say U.S. Miplyffa sales and the companys cash position remain intact.

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

Cardinals Q3 results showed sharply weaker project margins, prompting it to withdraw full-year guidance, postpone the Hughes Brothers acquisition and disclose the CFOs planned departure; the news drove a steep selloff. Traders debate whether the operational and management problems signal deeper deterioration or an overreaction, with some pointing to the authorized share repurchase as potential support.

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Seems like $MSFT is about to purchase a bunch of servers from $SMCI, $DELL and $HPE.   
 
Seems like demand is real if there was such an influx of demand that it caused an outage at $MSFT guess they wont be cutting back spending any time soon.

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Super Micro Computer Inc

Dell Technologies Inc

Hewlett Packard Enterprise Co

 is about to purchase a bunch of servers from 

.   
 
Seems like demand is real if there was such an influx of demand that it caused an outage at 

 guess they wont be cutting back spending any time soon.