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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

SELLAS narrowed expectations for Phase 3 REGAL topline results on its GPS leukemia treatment to November after the trial reached its 80th event, putting the pending AML readout at the center of discussion. Traders are debating the results prospects and attributing an after-hours jump to possible leaks or short covering, while others stress that the data remain unreleased and the trial could fail.

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 disruption affecting Outlook, Teams and other services dominated discussion, with users reporting work interruptions and frustration. Traders debated why shares remained slightly higher, while some speculated about a cyberattack; the cause was not established in the conversation.

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 prostate-cancer BLA filing was pushed to mid-2027 as the company works through assay refinements and FDA discussions, prompting sharp selling. Traders debate whether this is a fixable manufacturing/CMC delay with Phase 3 results intact or a sign of poor management execution; distrust is amplified by CEO share-sale concerns and possible dilution.

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 quarterly results topped expectations and the company raised its outlook, with stronger AI-infrastructure demand boosting interest in its networking business. Traders welcomed the results but debated the muted, volatile share reaction, with some questioning margins and whether AI orders will translate into sustained revenue.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

A Bloomberg report that Samsung is in discussions to acquire Modine has sparked buyout speculation and a sharp share-price reaction, though traders note that talks are ongoing and no deal has been announced. The community is debating whether an acquisition will materialize and what price it might command.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras quarterly results and sharply stronger revenue outlook are driving attention, with traders also highlighting a reported Microsoft agreement and expanding AI-cloud demand. Bulls celebrated the guidance and speculated about a short squeeze, while bears focused on the widening loss, heavy spending and whether the rally can hold.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals weak quarterly results, sharply compressed project margins, withdrawn full-year guidance and CFO departure have driven a severe selloff. Traders disagree over whether this is a fixable execution problempointing to cash, backlog and the authorized buybackor evidence of deeper management and business risks.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials fiscal fourth-quarter results beat expectations and its next-quarter guidance topped estimates, but shares fell rather than rallying. Traders are split between viewing the report and outlook as strong and arguing the good news was already priced in or the guidance deserves a cautious read.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure amid the Nvidia leadership and suspected chip-diversion saga, as traders focus on reported links between Alibaba and Megaspeed and fear tighter U.S. chip restrictions; any direct Alibaba involvement remains unconfirmed. Bears warn of investigation and AI-compute risks, while bulls argue the selloff is spillover and point to Alibabas T-Head chip unit as a potential counterweight.

Flowers Foods, Inc. engages in the production and marketing of packaged bakery foods. It offers breads, buns, rolls, snack items, bagels, English muffins, and tortillas and are sold under a variety of brand names, including Nature’s Own, Dave’s Killer Bread, Wonder, Canyon Bakehouse, Tastykake, and Mrs. Freshley’s. The company was founded by William Howard Flowers, Sr. and Joseph Hampton Flowers, Jr. in 1919 and is headquartered in Thomasville, GA.

Flowers Foods, Inc.

Weak results and a reduced outlook, alongside falling bread volumes and margin pressure, have fueled concern about Flowers Foods debt and whether its dividend is sustainable. Traders are split between shorting on fears of further deterioration and buying the steep decline for its dividend and possible recovery.

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DRAM ETF Heads For Longest Weekly Losing Streak Since Inception, Roundhill CEO Says ‘Investor Sentiment Has Turned’ 

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Round Hill Investments CEO Dave Maza cited Chinese competition concerns, comments from Broadcom CEO Hock Tan, and macroeconomic uncertainty for the drop in investor sentiment.


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<ul class="summary-bullets"><li>In an interview with CNBC, CEO Dave Maza said memory supply remains tight, with chips sold out through 2027 and customer demand extending into 2028.</li><li>According to Maza, reports that Chinese memory-chip maker CXMT could enter more advanced memory markets remain “unsubstantiated” and “unverified.”</li><li>He added that longer-term customer agreements could make memory-chip revenue more predictable and support higher valuation multiples.</li></ul>The Roundhill Memory ETF (DRAM) was on track for its longest losing streak since inception on Thursday, even as Round Hill Investments CEO Dave Maza said memory-chip demand remains strong, with supply sold out through 2027.In an interview with CNBC, Maza said “investor sentiment has turned” against memory stocks, citing concerns about Chinese competition, comments from Broadcom (AVGO) CEO Hock Tan and a challenging macroeconomic backdrop.&nbsp;He added that memory-chip makers remain at the “tip of the spear” in the AI buildout, adding that “the long-term fundamental case is there.”<h2 class="st-heading-2">DRAM ETF Extends Losing Streak&nbsp;</h2><a href="https://stocktwits.com/symbol/DRAM">DRAM stock</a> fell as much as 3.3% in midday trade, set to log its eighth week in the red. On Stocktwits, retail sentiment around the ETF shifted to ‘neutral’ from ‘bearish’ territory over the past day.&nbsp; &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261015_010938614_c53c4b0eca.png" alt="koyfin_20261015_010938614.png" width="2400" height="1240"><figcaption>DRAM ETF weekly price performance since inception on October 15 as of 1:00 p.m. ET | Source: Koyfin</figcaption></figure>The weakness extended across the semiconductor sector. The&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF</a> (SMH) dipped over 2% in midday trade, on track for an eighth consecutive session of decline, putting it on track for its longest losing streak in two years.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261015_013100455_f20ef40682.png" alt="koyfin_20261015_013100455.png" width="2400" height="1240"><figcaption>SMH ETF daily price performance over the past three years on October 15 as of 1:00 p.m. ET | Source: Koyfin</figcaption></figure>Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/XLK">Technology Select Sector SPDR Fund</a> (XLK) fell around 1.3%, on track for its worst week since June. Both XLK and SMH saw retail sentiment continue to trend in the ‘bullish’ zone over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261015_013207502_eb92fe50dc.png" alt="koyfin_20261015_013207502.png" width="2400" height="1240"><figcaption>XLK ETF weekly price performance year-to-date on October 15 as of 1:00 p.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Long-Term Memory Contracts Could Support Higher Valuations</h2>“The long-term fundamental case is there,” Maza said, pointing to persistent supply constraints and the prospect of demand extending well beyond the next few years. According to him, the industry is also undergoing a structural shift that could change how investors value memory-chip makers.&nbsp;Maza said that, historically, the companies have traded at relatively low price-to-earnings multiples because their businesses are highly cyclical, with earnings swinging sharply between periods of shortage and oversupply.In the current backdrop, their move toward longer-term customer agreements could help make revenue more consistent and reduce some of that cyclicality. If that is the case, he said it could support higher valuation multiples over time.<h2 class="st-heading-2">CXMT Competition Fears Weigh On Memory Chip Stocks</h2>Maza noted that concerns about Chinese memory-chip maker CXMT were another factor weighing on the sector. Reports that the company could use new technology to compete in more advanced memory markets remain “unsubstantiated” and “unverified,” he said.He cautioned that developing the technology and bringing it to production at scale could take until 2028, 2029 or even 2030.&nbsp;<h2 class="st-heading-2">Broadcom CEO Comments Add To Memory Market Uncertainty</h2>Maza added that comments from Broadcom CEO Hock Tan have also added to uncertainty. Tan has raised questions about the productivity gains from enterprise AI deployments and suggested memory shortages could ease within a year.&nbsp;According to him, some of Tan’s comments may have been taken out of context, but he acknowledged that they did little to improve sentiment toward memory stocks.Beyond industry-specific concerns, Maza said a challenging macroeconomic backdrop is putting pressure on memory stocks. The producer price index (PPI) rose 1.3% in September, above the 0.6% economists expected, and was up 6.3% year over year versus a 5.5% forecast.The report also followed a stronger-than-expected consumer price index earlier in the week. Given the hotter-than-expected inflation readings, the Federal Reserve may keep monetary policy tighter for longer. For memory-chip makers, higher borrowing costs can weigh on data-center construction and enterprise hardware spending, both key demand drivers.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-4-day-slide-coreweave-debt-test-analysts-split-selloff/cZxWuGmRBAA">CRWV Stock On Track For 4-Day Slide Amid CoreWeave’s Debt Test: Analysts Split On Whether Selloff ‘Grossly Overexaggerated’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange (NYSE) on April 07, 2025 in New York City. Markets around the world fell dramatically because of President Trump's tariff policy. 

The Roundhill Memory ETF (DRAM) was on track for its longest losing streak since inception on Thursday, even as Round Hill Investments CEO Dave Maza said memory-chip demand remains strong, with supply sold out through 2027.

Roundhill CEO Says ‘Investor Sentiment Has Turned’: DRAM ETF Heads For Longest Weekly Losing Streak Since Inception

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Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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