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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 loss was wider than expected, and persistent commercial-aircraft production constraintsincluding a slower 737 rampdrove a sharp selloff. Traders debate whether the decline is an overreaction given Boeings backlog and improving cash flow or further evidence that the turnaround and sustainable profitability remain distant.

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

Attention centers on the 80th death event that triggers final analysis in SELLASs Phase 3 REGAL trial of GPS for AML, with traders watching for a topline readout or ASH disclosure. Many bulls read the prolonged wait as a possible sign of longer survival, while skeptics stress that the trial remains blinded and its outcome is unconfirmed.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Reports of abrupt layoffs in India and the Philippines, attributed to reduced project work, have driven a sharp selloff in Innodata shares. Traders are divided between viewing the cuts as routine efficiency measures and fearing a major client or project loss; the lack of management clarification is sustaining uncertainty.

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

Oracles plan to make Cerebras AI inference available on Oracle Cloud Infrastructure in 2027 is driving attention, with bullish traders viewing the partnership as customer validation and a route to broader demand. Skeptics question the lack of deal specifics and point to upcoming share unlocks as a potential source of selling pressure.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs sharp selloff is being tied to weaker forward guidance and a reduced advertising revenue outlook in its quarterly report, with traders also citing concerns about declining engagement and intensifying streaming competition. The community is split between expecting further losses and viewing the lower valuation as a buying opportunity.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

BETRs sharp rally is drawing short-squeeze speculation, with traders citing the companys reported share repurchases alongside the stocks low float, sizable short interest and high borrowing costs. The squeeze remains unconfirmed, and some traders question whether limited volume and follow-through will sustain the move; recurring company updates on its turnaround are also in focus.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis stronger-than-expected quarterly results and raised outlook are driving a sharp rally, with traders highlighting growth and profitability. The reaction is broadly bullish, though some expect the post-earnings gain to fade; talk of a short squeeze remains speculation.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention for a sharp rebound after a prolonged selloff, amid a broader pickup in rare-earth and critical-minerals stocks. Traders are calling it an oversold reversal and speculating about short covering, while others warn the move may be a temporary bounce without a change in the companys execution outlook.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings quarterly earnings beat and stronger outlook, supported by AI-related demand for optical communications, are driving discussion. Traders are split: some see the results and long-term AI-fiber demand as bullish, while others are frustrated that the stock fell despite the beat and question whether expectations were already priced in.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs shipment of Neutrons second stage and thrust module to Wallops for pad-interface and fluids testing is drawing attention, alongside continued Electron launch activity. Traders welcome the visible progress and share rebound, while skeptics point to Neutrons delay into 2027 and lingering execution uncertainty.

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$SMMT 

How to interpret results for difficult-to-treat biliary cancer (BTC) presented today by Akeso at the ESMO Presidential Symposium: 

This is a signal win. Results indicate that patients treated with ivonescimab + chemotherapy had a 25% lower risk of dying from BTC than patients treated with standard of care therapy. 

FYI - a HR of 0.80 or lower, which corresponds to a survival benefit of 20% or higher,  has the potential to change the standard of care. 

If SMMT confirms Akeso’s signal win in the global registration-enabling Ph II/III trial, there’s a strong likelihood that ivo+chemo becomes the new standard of care therapy in 2029-2030.

Long.

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Summit Therapeutics Inc

 

How to interpret results for difficult-to-treat biliary cancer (BTC) presented today by Akeso at the ESMO Presidential Symposium: 

This is a signal win. Results indicate that patients treated with ivonescimab + chemotherapy had a 25% lower risk of dying from BTC than patients treated with standard of care therapy. 

FYI - a HR of 0.80 or lower, which corresponds to a survival benefit of 20% or higher,  has the potential to change the standard of care. 

If SMMT confirms Akeso’s signal win in the global registration-enabling Ph II/III trial, there’s a strong likelihood that ivo+chemo becomes the new standard of care therapy in 2029-2030.

Long.