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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 rigorous, unblinded REGAL data will decide the case, alongside healthcare-industry endorsements of GPS as a potential AML breakthrough, as the Phase 3 trial nears its final event trigger. Traders are split between bullish speculation that the 80th event has occurred and the readout is imminent, and bearish concerns about trial design, delayed event reporting, and a recent short thesis; the last officially confirmed count remains 78.

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

Corvexs multi-year agreement to provide NVIDIA Blackwell GPU clusters to an AI infrastructure customer, alongside data-center expansion and the planned Movano-to-Corvex transition, is driving attention. Traders are largely focused on the AI-infrastructure narrative and potential low-float short squeeze, while skeptics question execution, valuation and future dilution.

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 agreements and speculation that Chevron could expand its Venezuelan joint ventures are driving attention, with traders viewing CVX as a potential direct beneficiary. The community is divided over the near-term impact, citing opaque terms, infrastructure constraints and slow production recovery, while others focus on Chevrons existing foothold and broader oil-supply disruptions.

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 and rising expectations for future rate hikes are driving attention, with traders viewing SoFi as especially sensitive to interest rates and fintech-sector volatility. Bulls argue potential hikes are already reflected in company guidance, while bears see higher rates as a continuing headwind; the selloff has also intensified debate over options positioning and repeated resistance near recent highs.

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 amended convertible-note exchange, which ends the remaining VWAP period and caps the stock portion while settling the balance in cash, is driving attention alongside preliminary Q2 results indicating sharply higher operating profit despite weaker sales. Traders view the reduced dilution as bullish and speculate about buybacks or short covering, while skeptics argue the revenue decline, remaining debt and warrant structure limit the impact.

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 for an early-stage company, prompting concerns about leadership continuity and slower growth. Traders view the selloff as either an overreaction, noting the interim CFO and stated lack of operational or accounting disagreement, or a sign of added uncertainty.

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.

A mixed quarterly reportan earnings miss despite stronger revenue, raised full-year guidance and record power/electrification backloghas driven the selloff. Traders are debating whether the reaction reflects valuation, wind-segment and tariff concerns, or an overreaction to results that reinforce GE Vernovas AI data-center power and grid-infrastructure thesis.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Escalating IranStrait of Hormuz tensions and resulting oil-price volatility are driving attention to Carnival, with traders focused on fuel costs and potential pressure on cruise margins. The community is split between bearish short-term concerns over war and rising crude prices and bullish views that strong bookings, debt reduction, buybacks, and dividends leave the shares undervalued.

Endeavour Silver Corp. is a mineral company, which engages in the evaluation, acquisition, development and exploitation of precious metal properties in Mexico and Chile. The firm's projects include the Terronera property in Jalisco, the El Compas property, the Guanacevi Mine in Durango, Bolanitos Mines in Guanajuato, and the Parral project in Chihuahua, Mexico. The company was founded by Bradford James Cooke on March 11, 1981 and is headquartered in Vancouver, Canada.

Endeavour Silver Corp.

Rising and volatile silver prices are driving attention to Endeavour Silver as a high-beta precious-metals miner, with traders debating why EXK has lagged the metal and peer miners. The conversation also focuses on the reported Terronera mine blockade and temporary suspension, alongside concerns about production, hedging, and management execution.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenus is drawing attention after securing institutional financing tied to its pivot toward the ROBBIN Phase 3 trial of BOT+BAL in earlier-stage MSS colorectal cancer, following the discontinuation of BATTMAN. Traders view the funding and encouraging NEST data as reducing near-term execution risk, while bears remain focused on conditional warrant dilution, the long clinical timeline, and the companys history of capital raises.

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Neutral 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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