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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

SELLASs upcoming Phase 3 REGAL topline results for GPS in AML dominate discussion; the company has said it expects to report results this month after the trial reached its 80th event. Many traders anticipate positive data and speculate about short covering, while others stress that the readout is a binary risk and reject claims of a data leak.

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 affecting Outlook, Teams and other services is driving attention, with traders voicing frustration and questioning the reliability of Microsofts enterprise products. Some fear business disruption and speculate about a hack, while others are surprised the shares held relatively steady; hacking claims remain unconfirmed.

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 and assay refinements, prompting a sharp selloff. Traders disagree on whether this is a manageable manufacturing/CMC delay that leaves the clinical data intact or a setback that undermines confidence in management and raises dilution concerns.

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 results and raised revenue outlook are driving attention, with traders emphasizing accelerating cloud and inference demand and stronger forward guidance despite a GAAP loss. The bullish reaction and short-squeeze talk are countered by concerns about heavy spending, ongoing losses, valuation, and whether the rally can hold.

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.

Reports that Samsung is in discussions to acquire Modine have sparked a buyout-focused conversation, though traders are debating whether the deal is real and whether insider selling casts doubt on the speculation.

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 results beat expectations and the company raised its outlook, with stronger AI infrastructure demand drawing attention. Traders are split over the stocks muted, volatile reaction: some see solid results and guidance, while others question margins and whether AI orders will translate into sustained demand.

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 beat expectations and its next-quarter outlook came in above consensus, but shares fell despite the strong report. Traders are divided between viewing the muted reaction as a sell-the-news or priced-in response and seeing the results and guidance as evidence of continued semiconductor-equipment demand.

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 weak quarterly results, sharp margin deterioration, withdrawn 2026 outlook and CFO departure have fueled a steep selloff and concerns about project execution and management; the Hughes Brothers acquisition was also postponed. Traders are split between viewing the drop as justified by business risks and calling it an overreaction, with the authorized buyback and reported net cash position underpinning the bullish case.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under pressure amid reports of links to Megaspeed, a firm at the center of allegations involving Nvidia chip diversion and a suspected Chinese spy; traders worry the controversy could bring tighter U.S. chip controls, though Alibabas direct involvement remains unconfirmed. The community is split between viewing the selloff as an overreaction and fearing further downside from chip-access and geopolitical risks.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Reports that Tesla and SpaceX merger talks are advancing, with an announcement possible as early as December, have driven attention, though no deal is confirmed. Traders are split between viewing a combination as bullish for Tesla and warning it could be costly, dilutive, or blocked by shareholder and regulatory hurdles.

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Intel Logs Worst Daily Drop Since 1970s: Buy the Dip With ETFs?

Intel plunged 29% despite strong AI demand and gradual recovery. Is it time to buy the dip through ETFs?

TSEM Stock Bucks Market Selloff On Semtech AI Chip Deal Securing Capacity Across 3 Regions

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Tower CEO Russell Ellwanger said the companies are qualifying solutions ahead of anticipated demand for future generations of optical connectivity products.


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<ul class="summary-bullets"><li>Semtech will invest in securing dedicated silicon germanium capacity at Tower’s facilities in the U.S., Israel and Japan.</li><li>The agreement is intended to support demand for optical interconnect components and connectivity technologies spanning 800G, 1.6T and 3.2T.</li><li>The companies will continue joint technology development, including work on optical components built using Tower’s SiGe manufacturing technology.</li></ul>Tower Semiconductor (TSEM) on Tuesday announced that it was extending its 20-year partnership with Semtech (SMTC) with a multi-year agreement aimed at securing chip supply for AI data center connectivity products.The company said that Semtech would invest in securing dedicated silicon germanium (SiGe) manufacturing capacity at Tower to support strong design wins and rising demand for optical interconnect components used in AI data centers.&nbsp;It added that the capacity will span Tower’s manufacturing facilities in the U.S., Israel and Japan, giving Semtech greater supply assurance and geographic diversification.<a href="https://stocktwits.com/symbol/TSEM">TSEM stock</a> rose as much as 2% in pre-market trade. On Stocktwits, retail sentiment around the company dipped to ‘neutral’ from ‘bullish’ territory over the past day.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SMTC">SMTC stock</a> fell over 3% with sentiment trending in ‘bearish’ territory, despite getting a price target hike from BMO Capital. Analyst Harsh Kumar raised the price target to $230 from $255 and reiterated an ‘Outperform’ rating on the shares ahead of the firm’s analyst day later this week.&nbsp;<h2 class="st-heading-2">Tower, Semtech Target Next Generation Of AI Data Center Connectivity</h2>Semtech CEO Hong Hou said the expanded agreement would help the company meet rising customer demand and support the next generation of connectivity products.“Meeting that demand requires long-term capacity planning and commitment with our manufacturing partners,” Hou said, adding that the agreement would support copper and optical interconnects from 800 gigabits per second (G) and 1.6 terabits per second (T) through 3.2T and beyond.The agreement comes as AI data centers require faster connections to move increasing volumes of data between processors, servers and storage systems.&nbsp;<h2 class="st-heading-2">Partnership Covers Manufacturing Capacity, Technology Development</h2>The companies said their collaboration extends beyond securing manufacturing capacity to joint technology development.&nbsp;Semtech recently received an Optical Component Innovation award at the European Conference on Optical Communication (ECOC) 2026 for its 224-gigabits-per-second-per-lane transimpedance amplifier family for linear pluggable optics, which is built on Tower’s SiGe technology.Tower CEO Russell Ellwanger said the companies were qualifying solutions ahead of anticipated market demand to prepare for the next generations of optical connectivity products.TSEM stock has gained over 70% this year, while SMTC stock has more than doubled, surging over 120%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Tower Semiconductor Ltd. logo is displayed on a smartphone screen and in the background.

Semtech will invest in securing dedicated silicon germanium capacity at Tower’s facilities in the U.S., Israel and Japan.The agreement is intended to support demand for optical interconnect components and connectivity technologies spanning 800G, 1.6T and 

TSEM Stock Bucks Market Selloff After Semtech AI Data Center Chip Deal

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