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Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,111,281. The last known price of Bitcoin is 71,086.72423286 USD and is down -3.89 over the last 24 hours. It is currently trading on 12779 active market(s) with $28,515,435,687.36 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp, extended selloff and heavy long liquidations dominate discussion, with traders also citing ETF outflows and broader risk-off pressure. The community is split between expecting more downside and dip-buyers watching for support and a possible rebound.

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

SELLAS narrowed expectations for topline results from its Phase 3 REGAL trial of GPS in AML to November, following the trials 80th event, and said it is preparing for a potential BLA. Traders reacted to the approaching binary catalyst with excitement and short-squeeze speculation, while others cautioned that the results remain unreleased and rumors of a data leak are unconfirmed.

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 disrupted Outlook, Teams and Copilot, prompting traders to voice frustration and worry about business disruption. Some speculated about a cyberattack without confirmation, while others questioned why the shares held relatively steady.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategys confirmed removal from MSCI indexes has traders focused on potential passive-fund selling, while Bitcoins decline adds pressure to the stock. Many fear further downside from outflows and dilution, though some bulls argue the decision is already priced in and view the selloff as a buying opportunity.

Dogecoin (DOGE) is a cryptocurrency . Users are able to generate DOGE through the process of mining. Dogecoin has a current supply of 156,724,302,860.16906072. The last known price of Dogecoin is 0.06637358 USD and is down -1.83 over the last 24 hours. It is currently trading on 1545 active market(s) with $637,467,553.75 traded over the last 24 hours. More information can be found at http://dogecoin.com/.

Dogecoin

Dogecoin is drawing attention amid a steep, sustained decline and weakness across crypto markets. Traders are split between buying the dip and expecting further losses, with many pointing to bearish momentum while some cite possible chart reversals and continue accumulating.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,583,260 with 63,516,606,953 in circulation. The last known price of XRP is 1.03439229 USD and is down -2.16 over the last 24 hours. It is currently trading on 1895 active market(s) with $1,786,076,895.36 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRPs steep decline alongside a broader crypto selloff has traders focused on whether it can hold the $1 support level, with some citing Bitcoin weakness and macro concerns while others blame weak demand and doubts about XRPs value capture. Sentiment is divided between calls for further losses and traders accumulating or holding through the downturn.

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, delaying a key regulatory milestone. Traders are divided: many criticize management and worry about dilution and lost confidence, while bullish holders argue the delay concerns manufacturing and regulatory work rather than the drugs clinical data.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,212,724.47747979. The last known price of Ethereum is 2,011.23339821 USD and is down -2.26 over the last 24 hours. It is currently trading on 14326 active market(s) with $10,433,558,649.69 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Ethereum is drawing attention amid a sharp, Bitcoin-led crypto selloff, with traders citing inflation and rate-hike concerns, liquidations, and weakening support. The community is split between expecting further losses and treating the decline as a buying opportunity or setup for a rebound.

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 resignation has sparked a sharp debate over Nvidias leadership transition, alongside speculation about China-related export scrutiny. Bears fear regulatory risks and the loss of a founder-CEO, while dip-buyers argue the companys AI business can remain strong under interim CEO Colette Kress.

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 fiscal Q1 earnings beat expectations and the company raised its full-year outlook, with strong networking demand and a higher AI-infrastructure revenue forecast drawing attention. Traders are divided over the muted, volatile share reaction: some see the results as bullish, while others point to profit-taking and concerns about margins and rising inventory.

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Bharat Forge to acquire 30% stake in Fortuna Engineering under strategic partnership

Fortuna Engineering Private Limited is a leading manufacturer of precision-machined engine components for automotive and industrial applications in India

Watch DRDO’s news amphibious combat platforms built for land and water warfare

India’s Defence Research and Development Organisation (DRDO) has unveiled two amphibious armoured combat platforms in tracked and wheeled variants. Both systems feature a 30 mm crewless turret, machine gun and anti-tank missiles, and can operate across land and water using hydro jets. Developed with Tata Advanced Systems and Bharat Forge, the platforms reflect a push for battlefield mobility and indigenisation.

Brief Equities Bottom-Up: Primer: Amneal Pharmaceuticals Inc (AMRX US) - Apr 2026 and more

In this briefing: Primer: Amneal Pharmaceuticals Inc (AMRX US) - Apr 2026 Korea Small Cap Gem #60: Kona I Co India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector Primer: Manila Water Co (MWC PM) - Apr 2026 Bharat Forge: A Proxy to the CV Cycle, Built for the Long Game 1. Primer: Amneal Pharmaceuticals Inc (AMRX US) - Apr 2026 Amneal is a diversified pharmaceutical company showing a strong operational turnaround, with a strategic shift towards higher-margin complex products such as specialty pharmaceuticals, injectables, and biosimilars. Financial performance has markedly improved, with the company returning to profitability in 2025, driven by robust revenue growth across its Affordable Medicines, Specialty, and AvKARE segments and a focus on deleveraging. Key risks include intense competition in the generic drug market, significant pricing pressure from consolidated buyers, regulatory hurdles, and the upcoming loss of exclusivity for its key specialty drug, Rytary.

Brief India: Indian Organised Jewellery Sector: Analysing the Q4FY26 Business Updates and What Lies Next? and more

In this briefing: Indian Organised Jewellery Sector: Analysing the Q4FY26 Business Updates and What Lies Next? Exencial Industry Tidings - 10-04-2026 India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector Bharat Forge: A Proxy to the CV Cycle, Built for the Long Game Primer: ICICI Bank Ltd (ICICIBC IN) - Apr 2026 1. Indian Organised Jewellery Sector: Analysing the Q4FY26 Business Updates and What Lies Next? India's listed jewellers posted Q4 FY26 revenue growth of 46–102% YoY, beating expectations across Titan, Kalyan, P N Gadgil, and Senco. Buyer volumes returned at Titan after three flat quarters , studded outperformed plain gold across every player, confirming demand beyond price inflation. Akshaya Tritiya advance bookings look strong, may full results will confirm whether revenue beats translated into margin delivery across names. 2. Exencial Industry Tidings - 10-04-2026 NRI demand for term insurance surges by 35% m-o-m amid West Asia tensions Full impact of West Asia conflict to be assessed once situation normalises: Kannur airport Project completions in processed foods industry rise to Rs.12.9 billion in March 2026 quarter 3.

Brief Equities Bottom-Up: Korea Small Cap Gem #60: Kona I Co and more

In this briefing: Korea Small Cap Gem #60: Kona I Co India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector Primer: Manila Water Co (MWC PM) - Apr 2026 Bharat Forge: A Proxy to the CV Cycle, Built for the Long Game Primer: Viva Biotech Holdings (1873 HK) - Apr 2026 1. Korea Small Cap Gem #60: Kona I Co Kona I is a Korean fintech platform and digital payment infrastructure provider that has been experiencing excellent growth in sales and profits. It generated sales of 309.2 billion won (up 30.8% YoY) and operating profit of 88.9 billion won (up 166% YoY) in 2025. Valuations are attractive. I would argue that positives of the company's core business should have a bigger impact on the company than some lingering concerns about its investment in the Hanok Heritage hotel. 2. India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector India's medical tourism sector faces a simultaneous shock: a 50–75% crash in West Asian patient volumes due to the Iran-Israel-US conflict.

Rare Earth Boom Ahead? These Indian Mining Stocks May Gain From U.S.-China Trade Clash

Equity

An analyst sees a silver lining for India as rare earth tensions escalate between the U.S. and China.


Trump’s 25% Truck Tariff May Spare Indian OEMs, But Component Makers Remain Cautious

Companies like Samvardhana Motherson, Sona BLW, Bharat Forge, and Suprajit Engineering supply critical components to truck exporters in the US

Bharat Forge Edges Toward Breakout: SEBI Analyst Flags ₹1,400 Upside If Key Levels Hold

The stock’s steady climb from recent lows, backed by bullish technical signals such as higher highs, RSI strength, and a looming MACD crossover, has traders closely watching for confirmation of a breakout.

Trading Radar For September 12: Infosys, Lodha, Bharat Forge, Railtel, NBCC Stocks Are On Investors’ Watchlist

Investors will keep a close watch on the outcome of a key SEBI meeting and CPI inflation data for August

Trading Radar For September 5: Biocon, Zydus, Bharat Forge, NTPC Stocks On Investors’ Watchlist

SpiceJet is expected to report its Q1 earnings today

Bharat Forge Ltd. engages in the manufacture, assemble, and sale of forged and machined components. It operates through the following segments: Forgings, Defence, and Others. The Forgings segment includes forgings and machined components for automotive and industrial sectors. The Defence segment produces and sells products which have an application in defence related activities. The Others segment relates to other than forging and defence related activities. The company was founded by Nilkanthrao Kalyani on June 19, 1961 and is headquartered in Pune, India.

Bharat Forge Ltd.

Neutral Sentiment

The rare earth crisis had sparked a global sell-off across markets after US President Donald Trump imposed an additional 100% tariff on Chinese imports, effective November 1. This came after China tightened rare earth export restrictions last week, citing national security.&nbsp;Rare earths are crucial elements used in electric vehicles (EVs), wind turbines, and defense electronics. China dominates the global rare earth market, controlling approximately 70% of mining, 90% of separation and processing, and nearly all magnet production.&nbsp;These recent moves pose significant challenges for India. Under the latest rules, Indian importers must now provide end-user certificates and official assurances that rare earth magnets and related materials will not be diverted to the U.S. or used for defense purposes.&nbsp;Reports suggest that India has moved to establish a National Critical Mineral Stockpile and looks to secure a minimum of two months’ worth of rare earth supply. It has encouraged companies to diversify sources and is focusing on rare earth mining reforms to reduce reliance on China.How Could India Benefit?SEBI-registered analyst&nbsp;<a href="https://stocktwits.com/PCRAnalyst">Pradeep Carpenter</a> highlighted that this rare earth trade escalation will likely disrupt global supply, increase raw material prices, and force companies to look for alternative sources, including India.&nbsp;Carpenter added that India holds 6% of global rare earth reserves and has already announced a ₹7,300 crore mission to develop domestic rare earth mining and magnet manufacturing capacity. He believes that with trade tensions rising between US and China, global buyers could start turning to India for diversification.&nbsp;Rare Earth Beneficiaries<a href="https://stocktwits.com/symbol/GMDCLTD.NSE">GMDC</a>,&nbsp;<a href="https://stocktwits.com/symbol/MOIL.NSE">MOIL</a>, Hindustan Copper, and IMFA are likely beneficiaries of India’s push into critical minerals. Additionally, Bharat Forge &amp; other engineering firms may gain from domestic magnet and defense manufacturing opportunities.&nbsp;Carpenter also noted that IREL (India), an unlisted state-owned player, is driving India’s rare earth processing efforts.<stembedurl>https://stocktwits.com/PCRAnalyst/message/631975880</stembedurl>He concluded that while the tariff and rare earth war could create some market volatility in the short term, it opens a window of opportunity for India in the medium term to become a global alternative in critical minerals, with mining and engineering PSUs being the dark horses of this trend.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Drag-line excavator mines rare earth materials. (Photo by Kostiantyn Liberov/Libkos/Getty Images)

An analyst sees a silver lining for India as rare earth tensions escalate between the U.S. and China.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	7.41	--	--	N/A
Q2 '26	7.30	--	--	N/A
Q1 '26	7.58	--	--	N/A
Q4 '25	7.37	--	--	N/A
Q3 '25	6.60	--	--	N/A

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