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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 Phase 3 REGAL trial reached its 80th death event, triggering final analysis and raising anticipation for GPS survival results. Traders are sharply divided: some view the selloff after the event announcement as technical or short-driven and are holding for data, while others fear the price decline signals weak results; SLS009 data is also discussed as a secondary catalyst.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum for AI optical and data-center connectivity assets is driving attention, with traders focused on dilution, the deals cost and the prolonged path to closing. Many see the transaction as a near-term drag on shares, while some argue the strategic fit could strengthen Marvells position in AI infrastructure over the longer term.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with LITE holders set to receive a fixed number of MRVL shares and the deal expected to take time to close. Traders are debating the terms and LITEs dependence on MRVLs share price amid a sharp selloff, while some see strategic value in combining Marvells connectivity business with Lumentums AI-optics technology.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is drawing attention after a sharp semiconductor selloff tied to Intels weak outlook, with traders debating whether the warning signals broader chip-demand trouble or creates an opportunity for AMD to gain share. Its upcoming earnings and guidance are seen as a key test, while bullish views on AI and data-center growth compete with concerns about valuation and the AI spending outlook.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples fiscal Q4 earnings report is the dominant focus, with traders watching iPhone and holiday-quarter guidance alongside rising memory costs and their potential pressure on margins. The community is split between expectations for a beat and concerns that the stocks rich valuation, recent gains, and broader tech weakness leave it vulnerable to a selloff if guidance disappoints.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is drawing attention after a steep selloff alongside memory and semiconductor shares, as traders debate whether concerns about AI-driven memory demand and pricing momentum are cooling, reinforced by Kioxias cautious outlook, or whether broader tech-sector selling and positioning are driving the decline. Bulls say demand and company fundamentals remain strong, while bears point to stretched AI spending expectations and memory cyclicality as risks.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI and data-center buildout are driving the selloff, with traders concerned about dilution, debt and the timing of the financing. Some see the raise as an already disclosed step in the investment plan and are buying the dip, while others question whether the spending will generate sufficient returns.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A sharp selloff has traders debating whether Usonas NDA filing and speculation about insider selling are weighing on CMPS, or whether the decline reflects broader biotech and macro weakness. Attention is also focused on the upcoming earnings call for an update on Compasss rolling COMP360 NDA timeline, with some worried about delays and competition while others see the filing as a near-term catalyst.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is drawing attention after a strong share-price move, with traders highlighting call-option gains and a technical breakout alongside reported October sales growth. The bullish momentum is tempered by concerns that the stock is richly valued, with some traders attributing the move to defensive rotation or short covering rather than a lasting change in fundamentals.

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.

Rumbles steep share-price decline and upcoming Q3 results have traders focused on whether its AI and cloud expansion can translate into revenue, with financing and execution still key concerns. Bulls point to high short interest and potential earnings upside, while bears cite weak video-platform performance, dilution risk and managements limited updates.

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Should You Buy, Hold or Sell KTOS Stock Ahead of Q3 Earnings Release?

Kratos Defense's manufacturing expansions, rising hypersonics revenues and strong defense bookings support Q3 growth prospects, but currency pressures could weigh on margins.

BWX Technologies to Report Q3 Results: What's in Store for the Stock?

BWXT heads into Q3 earnings with naval nuclear programs and commercial demand supporting growth, while rising expenses could pressure margins.

Karman Holdings Inc. (KRMN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Karman Holdings Inc. (KRMN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Curtiss-Wright Announces $30 Million Capital Investment to Expand Its Operations in Round Rock, Texas

Curtiss-Wright Corporation (NYSE: CW) today announced a $30 million capital investment to expand operations at its Round Rock, Texas facility, to strengthen its manufacturing capabilities in support of critical nuclear energy and industrial applications. The expansion will benefit the Companys...

Textron Gears Up to Report Q3 Earnings: Here's What to Expect

TXT gears up for Q3 earnings, with higher aircraft deliveries and defense sales expected to have boosted revenues, while rising costs may have weighed on profitability.

General Dynamics to Post Q3 Earnings: Here's What You Need to Know

GD's Q3 results may benefit from strong defense demand, a solid backlog and higher Gulfstream deliveries, but supply-chain and production challenges remain.

Curtiss-Wright (CW) Earnings Expected to Grow: Should You Buy?

Curtiss-Wright (CW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Huntington Ingalls to Post Q3 Earnings: What's in the Cards?

HII's Q3 earnings are likely to gain from higher shipbuilding volumes, but cash flow pressures and a negative Earnings ESP could weigh on the outlook.

L3Harris Technologies to Post Q3 Earnings: Here's What's in the Cards?

LHX gears up for Q3 earnings, with higher defense program volumes and deliveries expected to drive growth, while sales and earnings estimates signal gains.

Honeywell Aerospace to Release Q3 Earnings: What's in the Cards?

HONA's Q3 results are likely to reflect mixed trends, with robust aviation and defense demand supporting order activity, while persistent supply-chain constraints could limit revenue growth.

Curtiss-Wright Corp. engages in providing engineered products, solutions, and services mainly to the aerospace and defense markets, as well as critical technologies in demanding commercial power, process, and industrial markets. It operates through the following segments: Aerospace and Industrial, Defense Electronics, and Naval and Power. The Aerospace and Industrial segment offers engineered products and services supporting critical applications primarily across the commercial aerospace and general industrial markets, including industrial and specialty vehicle products, such as electronic throttle control devices, joysticks, and transmission shifters, sensors, controls, and electro-mechanical actuation components used on commercial and military aircraft, and surface technology services, such as shot peening, laser peening, and engineered coatings. The Defense Electronics segment includes Commercial Off-the-Shelf (COTS) embedded computing board-level modules, data acquisition and flight test instrumentation equipment, integrated subsystems, instrumentation and control systems, tactical communications solutions for battlefield network management, and electronic stabilization products, primarily to the defense markets and, to a lesser extent, the commercial aerospace market. The Naval and Power segment manages solutions to the naval defense and power and process markets, including naval propulsion equipment, main coolant pumps, motors, generators, steam turbines, valves, and secondary propulsion systems, as well as a diversified offering of products for commercial nuclear power plants and nuclear equipment manufacturers, and specialized severe-service valve technologies to energy and industrial markets. The company was founded on July 5, 1929 and is headquartered in Davidson, NC.

Curtiss-Wright Corp.

Betting On Defense? These Stocks Could Ride The $71B Nuclear Upgrade Wave

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Neutral Sentiment

<ul class="summary-bullets"><li>Washington has pledged $71 billion to modernize its missile, submarine, and stealth bomber programs.&nbsp;</li><li>The budget includes $6.1 billion for the B-21 bomber and $4.6 billion for the Sentinel system to replace older missiles and upgrade bases.</li><li>About $16.2 billion will fund new submarines, with $1.5 billion for a new cruise missile system.&nbsp;</li></ul>The United States’ War Department’s expansive fiscal year 2027 budget proposal, aimed at overhauling the country’s nuclear deterrent, is likely to benefit a concentrated group of defense contractors.Companies including BWX Technologies (BWXT), Curtiss-Wright (CW), General Dynamics (GD), Lockheed Martin (LMT), Rtx (RTX) and Huntington Ingalls Industries (HII) will gain from efforts to modernize the nuclear triad.&nbsp;<h2 class="st-heading-2">Nuclear Deterrence At The Center Of Strategy</h2>Speaking before lawmakers on Capitol Hill, Pete Hegseth, the Secretary of War, defended the administration’s approach and outlined a sweeping investment plan to strengthen land-, air-, and sea-based nuclear capabilities.<blockquote>"[This budget] invests in it — $71 billion in our nuclear triad and [nuclear command, control and communications], understanding that if you get that wrong, you get everything else wrong,"-Pete Hegseth, Secretary of War</blockquote>Washington has committed $71 billion toward upgrading the Sentinel intercontinental ballistic missile program, Columbia-class submarines, and B-21 Raider stealth bombers.&nbsp;The funding plan focuses on buying systems faster, securing long-term manufacturing commitments, and fully replacing old weapons instead of making small upgrades. This reflects a major change in how the U.S. is choosing to modernize its strategic weapons.The budget sets aside $6.1 billion for the B-21 Raider stealth bomber, which can carry both regular and nuclear weapons. It also provides $4.6 billion for the Sentinel missile system, which will take the place of the older Minuteman III missiles and upgrade missile sites across several states.&nbsp;About $16.2 billion is planned for the Columbia-class ballistic missile submarine program, which will replace the older Ohio-class submarines and become the main part of sea-based nuclear defense. Another $1.5 billion is set aside for a new long-range cruise missile that will replace current air-launched systems.&nbsp;<h2 class="st-heading-2">GD, BWXT, CW, LMT, RTX - Nuclear Triad Beneficiaries&nbsp;</h2><a href="https://stocktwits.com/symbol/GD">General Dynamics</a> (GD) is the main contractor building the Columbia-class submarines, so it is expected to gain the most from the Navy’s upgrade program.&nbsp;<a href="https://stocktwits.com/symbol/BWXT">BWX Technologies</a> (BWXT) plays a key role by supplying the nuclear reactors that power these submarines. It is the only company providing this technology, making it essential for the sea-based nuclear force.<a href="https://stocktwits.com/symbol/CW">Curtiss-Wright</a> (CW) is a smaller supplier in the chain. It makes high-performance pumps and valves that help submarines run quietly.&nbsp;While BWXT and CW stocks have surged over 25% and 30% respectively, year-to-date, GD stock has gained over 2%.&nbsp;<a href="https://stocktwits.com/symbol/LMT">Lockheed Martin</a> (LMT) leads development of the Sentinel missile and nuclear delivery systems, while&nbsp;<a href="https://stocktwits.com/symbol/RTX">RTX</a> (RTX) supplies advanced guidance and sensor technology that supports both Sentinel and B-21 programs.LMT stock has gained 7% year-to-date, while RTX declined by 4%.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bynd-stock-wraps-best-month-in-2-years-on-short-squeeze-power-all-eyes-on-q1-earnings-next-week/cZQNH5tReIn">BYND Stock Wraps Best Month In 2 Years On Short-Squeeze Power — All Eyes On Q1 Earnings Next Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Japanese Self-Defense Forces personnel stand guard in front of a surface-to-air guided missile system, during an Integrated Air and Missile Defense (IAMD) drill.

Speaking to lawmakers, Pete Hegseth backed a broad plan to boost nuclear forces across land, air, and sea. 

BWX Technologies Inc

General Dynamics Corp.

Lockheed Martin Corp.

Raytheon Technologies Corporation

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