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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

Attention centers on SELLASs Phase 3 REGAL topline results for GPS, with managements stated November timeline intensifying focus on the final analysis. Traders are split between optimistic expectations and short-squeeze speculation versus concerns about the binary outcome, delays, and recent share-price weakness.

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 quarterly results and an upbeat revenue outlook, with traders highlighting cloud growth and a reported Microsoft deal. Bulls emphasize the raised guidance and AI demand, while skeptics point to widening losses, heavy spending, and whether growth justifies the valuation.

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

Candel pushed its planned prostate-cancer BLA filing to mid-2027 amid assay-refinement work and ongoing FDA discussions, prompting a sharp selloff and concerns about management credibility and possible dilution. Some traders view it as a CMC delay rather than a rejection, arguing that the Phase 3 results remain unchanged.

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 earnings beat and raised full-year outlook, including stronger AI infrastructure expectations, are driving attention. Traders are split between optimism about networking demand and frustration that the stocks reaction has been muted and volatile, with some questioning margins and whether AI orders will translate into sustained revenue.

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

Anthropics Claude Sheets and other workplace tools are fueling concern that competition could pressure Microsoft 365 and Copilot, with traders linking the launch to weakness in MSFT shares. The debate is whether new AI tools can displace deeply embedded enterprise software or pose only a limited threat to Microsofts established workflows.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A disappointing third-quarter report, softer sequential ANKTIVA sales, and concerns about cash burn, possible dilution, and limited management guidance are driving the selloff discussion. Some traders view the reaction as excessive and point to the positive BCG-nave trial result and potential expansion, while others question commercial execution and the funding outlook.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is drawing attention after its Q3 earnings report, with traders weighing strong revenue and profit growth and improving efficiency against concerns about rising delinquencies, credit quality, and whether the results met expectations. Reactions are split, with some viewing the selloff despite solid results as an overreaction and others seeing weaker credit metrics and muted stock performance as reasons for caution.

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

A sharp selloff followed Cardinals weak quarterly results, withdrawn full-year guidance and disclosure that its CFO plans to leave, with traders focused on worsening project margins and managements execution. The community is split between concerns about further deterioration and bankruptcy risk, and hopes that the stock is oversold and the authorized buyback could support a recovery; the authorization does not confirm that repurchases have begun.

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.

Traders are reacting to a report that Samsung is in discussions to acquire Modine, with speculation about a potential buyout premium driving excitement and debate over the offer price. The acquisition remains unconfirmed in the discussion.

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 quarterly results topped expectations and its next-quarter outlook was stronger than consensus, but the shares barely responded and sold off. Traders are debating whether the good news was already priced in, with some questioning how strong the guidance looks after adjusting for an extra week in the quarter; others point to options volatility and broader weakness in chip stocks.

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Is Advanced Energy Industries (AEIS) Stock Outpacing Its Computer and Technology Peers This Year?

Here is how Advanced Energy Industries (AEIS) and Dell Technologies (DELL) have performed compared to their sector so far this year.

Qualys Q3 Earnings Beat on Federal Strength, 2026 Guidance Raised

QLYS beats on Q3 earnings and revenues on strong federal demand, channel growth and security adoption, prompting it to raise 2026 revenue and earnings guidance.

Here's Why Advanced Energy (AEIS) Is a Great 'Buy the Bottom' Stock Now

Advanced Energy (AEIS) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

ACMR Q3 Earnings Beat Estimates on ECP Growth, Revenues Rise Y/Y

ACM Research tops Q3 earnings estimates as ECP and advanced packaging demand fuels revenue growth, prompting a higher 2026 outlook amid a record $2.5B backlog.

QNST Q1 Earnings Beat on Insurance Demand and Home Services Growth

QuinStreet tops Q1'27 EPS estimates as strong auto insurance demand and Home Services growth drive record revenues, prompting a higher fiscal 2027 outlook.

MTSI Q4 Earnings Surpass Estimates on Data Center Strength

MACOM's Q4 fiscal 2026 earnings beat estimates as data center demand fuels revenue growth, margin expansion and an upbeat fiscal 2027 outlook.

TEAM Q1 Earnings Beat Estimates on Cloud Growth and Margin Gains

Atlassian's Q1 fiscal 2027 results beat estimates as Cloud growth, AI collaboration tools and operating leverage drive earnings gains.

Cloudflare Q3 Earnings Beat Estimates on Robust Enterprise Demand

NET beats Q3 earnings and revenue estimates on strong enterprise demand and AI platform adoption, raising its 2026 outlook despite gross margin pressure.

Paycom Q3 Earnings Beat Estimates on Revenue Growth, Margin Gains

PAYC's Q3 2026 earnings surge 73.7% on revenue growth, automation adoption and margin gains, prompting higher 2026 revenue and EBITDA guidance.

Avnet Q1 Earnings Beat Estimates on Record Sales & Strong Demand

AVT's Q1'27 earnings top estimates as record sales, strong demand and higher memory pricing fuel growth, with upbeat Q2 guidance signaling momentum.

• Reported GAAP EPS of $3.65 up 109.77% YoY
• Reported revenue of $696.4M up 50.31% YoY
• Advanced Energy Industries' Q4 2026 guidance is revenue of $735M +/- $25M, GAAP EPS from continuing operations of $3.30 +/- $0.30, and non-GAAP EPS of $3.90 +/- $0.30.

Advanced Energy Industries reported lower nine-month continuing-operations operating cash flow year over year and identified industry volatility, customer concentration, ability to accurately forecast and meet customer demand, and debt obligations with restrictive covenants as risks.

Advanced Energy Industries reported record Semiconductor and Data Center Computing revenue, higher year-over-year gross margins, and a Thailand factory ramp on track with growing new-product revenue contribution expected in 2027.

Advanced Energy Industries, Inc. engages in the provision of power electronics conversion products. Its products include AC-DC power supply units, DC-DC conversion, high voltage amplifiers and power supplies, plasma power, controllers, sense, and measurement. The company was founded by Douglas S. Schatz in 1981 and is headquartered in Denver, CO.

Advanced Energy Industries Inc.

Neutral Sentiment

Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

Stocktwits

) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$3.94	--	--	N/A
Q3 '26	$3.04	$3.65	19.88%	BEAT
Q2 '26	$2.21	$2.74	23.80%	BEAT
Q1 '26	$1.98	$2.09	5.55%	BEAT
Q4 '25	$1.78	$1.94	8.81%	BEAT

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Latest Earnings Results: Q3 '26

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