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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 is centered on SELLAS CEO Angelos Stergious comments that unblinded REGAL data will resolve growing speculation, alongside favorable healthcare-executive remarks about GPS as a potential AML breakthrough. Traders are split between optimism that the Phase 3 trial is nearing its 80-event final-analysis trigger and bearish concerns about trial design and the still-unconfirmed event count, officially last reported at 78.

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

Hawkish Federal Reserve commentary from Kevin Warsh has driven a sharp selloff in SoFi and other fintechs, with traders debating whether higher rates will pressure earnings. Bulls argue potential hikes are already reflected in SoFis guidance and view the decline as a buying opportunity, while bears point to the companys rate sensitivity, failed breakouts, and options-driven volatility.

Corvex, Inc. is an AI cloud computing company, which specializes in GPU-accelerated infrastructure for AI workloads. Its products include GPU Clusters, Confidential Computing, Inference as a Service and GPU Node. The firm offers solutions include AI model builders, enterprises, federal and sovereign solutions. The company was founded by Seth Mitchell Demsey, Jay Crystal on October 21, 2024 and is headquartered in Arlington, VA.

Corvex Inc.

Movano Inc

Attention is centered on Corvexs announced multi-year agreement to provide NVIDIA Blackwell GPU clusters to an AI infrastructure customer, alongside data-center expansion plans. Traders are broadly framing the news as an AI-infrastructure and low-float short-squeeze setup, while skeptics question the valuation, potential dilution, and whether the announcement is promotional.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops preliminary Q2 update and amended convertible-note exchange, which caps additional share issuance and substitutes a cash settlement, are driving attention. Traders are split between bullish views on improved operating profitability, reduced dilution and potential buybacks, and caution over lower sales, investment-related gains and ongoing warrant and short-covering speculation.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernovas mixed second-quarter reportan earnings miss despite stronger revenue, record backlog, and raised full-year guidancehas driven a sharp selloff and intense debate. Traders are split between viewing the decline as an overreaction and buying opportunity, while bears cite valuation, wind-segment losses, tariffs, and concerns that AI data-center demand is already priced in.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Reported U.S.-Venezuela oil arrangements and potential expansion of Chevrons Venezuelan operations are driving attention, with traders viewing the company as a likely beneficiary because of its existing local footprint. The community is divided over the near-term impact, citing opaque terms, heavy infrastructure needs and long production timelines, while broader IranHormuz supply risks continue to add volatility to oil and energy shares.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is drawing attention after CFO Julia Donnelly announced her departure to join an early-stage company, with Vikram Naidu named interim CFO as the company searches for a permanent successor. Traders largely view the leadership transition as weighing on shares, though some consider the reaction an overreaction given Pinterests valuation and ongoing business performance.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

New REDUCE-IT post-hoc and mechanistic analyses presented at ESC 2026 are driving attention, with traders highlighting cardiovascular benefits associated with adherence and possible persistence after treatmentwhile noting the findings are exploratory. The community is divided between optimism about Vascepas science and international growth and frustration that repeated data updates have not translated into share-price momentum, alongside speculation about Sarissas stake and a potential strategic transaction.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

A weaker quarterly report and reduced full-year outlook, driven largely by BetterHelps difficult shift from cash-pay customers to insurance, have focused attention on Teladoc. Traders remain split between viewing the provider-credentialing shortfall as a temporary bottleneck with long-term insurance upside and criticizing managements execution, communication, and lack of a clear path to profitability.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

Recent quantum-computing milestonesincluding demonstrations of verifiable quantum advantage and progress toward fault-tolerant systemsare driving attention, with traders viewing IBM as a diversified way to gain quantum and AI exposure. The community remains divided, as bullish investors emphasize IBMs long-term technology roadmap while skeptics point to the recent earnings shortfall, legacy-business concerns, and limited near-term price momentum.

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Rein Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of a novel class of therapeutics for the treatment of cancer and other diseases. It focuses on its lead product candidate, ALRN-6924, which is a cell-permeating peptide that disrupts the interaction of p53 suppressors MDM2 and MDMX with tumor suppressor p53 to reactivate tumor suppression in non-mutant, or wild-type, p53 cancers. The company was founded by Gregory L. Verdine, Rosana Kapeller, Huw M. Nash, Joseph A. Yanchik III and Loren David Walensky on August 6, 2001 and is headquartered in Austin, TX.

Rein Therapeutics Inc.

Bearish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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