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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 trial results for its GPS leukemia treatment dominate discussion, with topline data expected this month after the trial reached its final analysis milestone. Traders are split between optimism about a potential breakthrough and concern over the binary trial outcome, while sharp price swings have fueled debate about selling pressure and alleged short-term manipulation.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit is in focus ahead of the FDAs PDUFA decision on ivonescimab plus chemotherapy for EGFR-mutated lung cancer. Traders are split: bulls point to strong progression-free-survival results, improving survival trends and AstraZenecas backing, while bears emphasize that the trial missed statistical significance for overall survival and the FDA indicated that evidence was needed.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian shares are under pressure amid a broader pullback in EV and growth stocks, with traders also focused on the stocks persistent weakness and concerns about cash burn, profitability, and management. Some blame short sellers or trading dynamics, while bulls point to R2 progress and recent operating results as reasons for optimism; those explanations remain debated.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys strong Q3 resultsits first GAAP-profitable quarter, rapid growth in its Vector ad platform, and upbeat outlookhave fueled a sharp rebound and discussion of a possible turnaround. Reported takeover talks with Silver Lake and Saudi Arabias PIF add speculation, with traders debating whether the discussed valuation would undervalue the company or whether a deal will happen at all.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is selling off after lowering its revenue outlook amid delays activating third-party data-center capacity, prompting analyst concerns about execution and near-term growth; weakness across AI and neocloud stocks, alongside uncertainty around Nvidia, is adding pressure. Traders are split between viewing the delays and higher spending as serious risks and seeing them as temporary setbacks in a business with strong AI demand.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Buyout and partnership speculation, particularly involving Novo Nordisk, is fueling attention alongside unusually heavy trading; no deal is confirmed, and traders disagree over whether the move reflects real positioning or another rumor-driven swing. The discussion also centers on Vikings VK2735 obesity program and ObesityWeek presentations, while skeptics point to the longer wait for Phase 3 results.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Jensen Huangs abrupt departure and the unresolved CEO succession are driving concern, with traders divided between those calling for his return and those worried about leadership continuity and scrutiny of Nvidias China-related chip sales. Upcoming earnings are another focus, but bullish bets on results and dip-buying compete with fears that uncertainty and further fallout could weigh on the stock.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos quarterly results beat expectations and its full-year outlook was raised, with strong demand for the Wegovy pill driving the improved outlook. Traders welcomed the evidence of a growth recovery but remain divided over whether oral Wegovy can offset diabetes weakness and competitive and pricing pressure from Lilly.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is drawing attention over the squeeze from elevated jet-fuel costs, linked by traders to oil-market disruption and the Iran conflict, with recent earnings discussion highlighting that strong revenue has not translated into profits and the outlook has weakened. Bears worry about prolonged fuel pressure and AALs debt, while bulls see room for recovery if oil prices ease and travel demand remains firm.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUMs strong third-quarter results and rapid growth in its Quake AI GPU-cloud business are driving attention as the companys AI-infrastructure pivot gains traction. Bulls point to improving operations and the Anthropic-linked expansion, while skeptics focus on losses, cash needs and financing risks; short-squeeze claims remain speculation.

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• Reported GAAP EPS of $0.11 up 10.00% YoY
• Reported revenue of $47.53M up 62.22% YoY
• Avino revised 2026 silver equivalent production guidance to 2.2 to 2.5M; cash cost guidance was raised to $22 to $24 per ounce and AISC guidance to $30 to $32 per ounce.

Avino's net income and diluted earnings per share declined year over year; payable-ounce costs rose as ounces sold fell, while below-plan La Preciosa grades and lower-grade development ore affected costs.

Avino grew Q3 2026 revenue and operating cash generation year over year, with silver contributing 55% of revenue, and completed over 3,000 metres of La Preciosa underground development.

Avino Silver & Gold Mines Ltd. engages in the production and sale of silver, gold, and copper, and the acquisition, exploration, and advancement of mineral properties. The firm focuses on silver reserves in the Durango region of North Central Mexico. It operates through the Mexico and Canada geographical segments. The company was founded on May 15, 1968 and is headquartered in Vancouver, Canada.

Avino Silver & Gold Mines Ltd.

Hecla Mining Forecasts Lower 2026 Silver Output – But HL Stock Rises On Record Silver Rally 

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<ul class="summary-bullets"><li>Hecla expects consolidated silver production of 15.1 to 16.5 million ounces and gold output of 134,000 to 146,000 ounces in full-year 2026.</li><li>Despite the lower volumes, Hecla expects to maintain strong silver margins, with consolidated silver total cost of sales guided at $471 million.</li><li>Meanwhile, Avino Silver and Gold Mines said drill results for its La Preciosa project in Mexico, exceeded grade expectations.</li></ul>Hecla Mining (HL) said on Monday that it expects consolidated silver production of 15.1 to 16.5 million ounces and gold output of 134,000 to 146,000 ounces in full-year 2026, just below its 2025 output, when the company produced 17 million ounces of silver and 150,509 ounces of gold.Hecla said the outlook reflects lower milled-grade expectations at the Greens Creek and Casa Berardi operations.Despite the lower volumes, Hecla expects to maintain strong silver margins, with consolidated silver total cost of sales guided at $471 million. The company noted that sustained strength in metal prices could allow it to outperform this cost guidance.<a href="https://stocktwits.com/symbol/HL">HL shares</a> jumped more than 7% in premarket trading and are set to open at their highest level since September 1980, lifted by silver’s record surge that pushed the precious metal above $110 an ounce for the first time.Cost GuidanceHecla outlined cost and investment guidance across its key operations. At Greens Creek mine, the total cost of sales is expected to be $287 million, largely flat from the previous year. Total cost of sales from the Lucky Friday mine is projected at $184 million, reflecting higher profit-sharing payments tied to strong silver prices. At Casa Berardi, the total cost of sales is expected to decline to $192 million, Hecla addedAvino’s Drilling Test ResultsMeanwhile, Avino Silver and Gold Mines (ASM) reported test results for six drill holes totaling 1,400 metres at the La Preciosa project in Mexico. The drilling program includes 14 holes covering about 3,500 metres. All six holes hit the main La Gloria and Abundancia veins, along with several additional veins. The company said the drill results exceeded grade expectations.“The silver grade continues to surprise to the upside with significantly higher silver grades compared to the average grade in our current mineral resource,” said David Wolfin, President and CEO of Avino.<a href="https://stocktwits.com/symbol/ASM">ASM stock</a> was up 9% in pre-market trading to its highest since September 1985.Retail ReactionRetail sentiment for both HL and ASM on Stocktwits remained in the ‘extremely bullish’ zone over the past 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/HL_jpg_0b7ecca0ac.webp" alt="HL.jpg" width="919" height="99"><figcaption>HL's Sentiment Meter and Message Volumes at Premarket on Jan. 26, 2026 | Source: Stocktwits</figcaption></figure><figure class="image"><img src="https://news.stocktwits-cdn.com/ASM_jpg_febedb4d6e.webp" alt="ASM.jpg" width="919" height="94"><figcaption>ASM's Sentiment Meter and Message Volumes at Premarket on Jan. 26, 2026 | Source: Stocktwits</figcaption></figure>Year-to-date, HL shares have gained around 62%, while ASM has risen 46%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/ag-asml-hl-stocks-soar-silver-prices-record-high-110/cmy78kuR4WC">AG, ASM, HL Stocks Soar Pre-Market As Silver Blasts Past $110</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An Israeli contractor's Caterpillar 330B LME hydraulic excavator grabs a load of soil and rocks as it and a Caterpillar bulldozer clear the path of Israel's separation fence on Palestinian land July 1, 2004. 

Hecla Mining expects slightly lower silver and gold output in 2026 due to weaker ore grades at key mines.

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$ASM anyone else notice microsoft, google amd tesla all did not meet their own capex expectations e.g. spent less then expected. Guidance may say plan to spend loads (just theater and can change)- makes sense to say this to help their mates at anthropic and openai but fact is ai spend has started declining - look at the money and facts.

J P Smith

$ASM Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.11 up 10.00% YoY
• Reported revenue of $47.53M up 62.22% YoY
• Avino revised 2026 silver equivalent production guidance to 2.2 to 2.5M; cash cost guidance was raised to $22 to $24 per ounce and AISC guidance to $30 to $32 per ounce.

Stocktwits Earnings

ASM International just posted record revenue, up 45%. The stock is 23% below its Oct 5 close. 
 
$ASM 
- Dutch chip equipment maker 
- Q3 revenue €1.16B, op. margin 33% 
- 2027 outlook >€5.7B, its 2030 goal 
- Fri: -7.6% to €729.80 
- P/E 33, fwd 27 
 
NFA #EuropeanStocks

Eric Geurden

$ASM hyperscalers have neglected their core businesses to put all their eggs into AI - should this bet not work out it could be one of the biggest examples of group think from CEOs. Apple probably will come out well as the outlier.

$ASM interested to see microsoft and alphabet earnings, if show similar capex pullback to tesla, could be popping of ai bubble.

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