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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 topline results for GPS in AML dominate discussion; the company has said it expects to report results this month after the trial reached its 80th event. Many traders anticipate positive data and speculate about short covering, while others stress that the readout is a binary risk and reject claims of a data leak.

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 affecting Outlook, Teams and other services is driving attention, with traders voicing frustration and questioning the reliability of Microsofts enterprise products. Some fear business disruption and speculate about a hack, while others are surprised the shares held relatively steady; hacking claims remain unconfirmed.

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 is now expected in mid-2027, later than previously planned, as assay refinement continues amid FDA discussions. Traders are debating the setbacks significance: many criticize managements credibility, especially in light of the CEOs prior share sales, while others view it as a manufacturing and regulatory delay rather than a change to the clinical data.

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.

Reports that Samsung is in discussions to acquire Modine have sparked a buyout-focused conversation, though traders are debating whether the deal is real and whether insider selling casts doubt on the speculation.

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 quarterly results beat expectations and its next-quarter outlook came in above consensus, but shares fell despite the strong report. Traders are divided between viewing the muted reaction as a sell-the-news or priced-in response and seeing the results and guidance as evidence of continued semiconductor-equipment demand.

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 beat expectations and the company raised its full-year outlook, citing stronger AI-infrastructure demand. Traders broadly welcomed the numbers but debated the muted, volatile share reaction, with some seeing profit-taking or a sell-the-news response and others questioning margins and whether AI orders will translate into sustained growth.

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 raised revenue outlook are driving attention, with traders emphasizing accelerating cloud and inference demand and stronger forward guidance despite a GAAP loss. The bullish reaction and short-squeeze talk are countered by concerns about heavy spending, ongoing losses, valuation, 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, sharp margin deterioration, withdrawn 2026 outlook and CFO departure have fueled a steep selloff and concerns about project execution and management; the Hughes Brothers acquisition was also postponed. Traders are split between viewing the drop as justified by business risks and calling it an overreaction, with the authorized buyback and reported net cash position underpinning the bullish case.

Praxis Precision Medicines, Inc. is a clinical-stage biopharmaceutical company, which engages in the genetic epilepsies into the development of therapies for central nervous system, or CNS, disorders characterized by neuronal excitation-inhibition imbalance. It focuses on two proprietary platforms: Cerebrum and Solidus. The Cerebrum platform utilizes a deep understanding of neuronal excitability and neuronal networks and applies a series of computational and experimental tools to develop orally available precision therapies. The Solidus platform consists of antisense oligonucleotide, or ASO. The company was founded by Kiran Reddy, David Goldstein, and Steven Petrou on September 22, 2015 and is headquartered in Boston, MA.

Praxis Precision Medicines Inc

Praxis is drawing attention around its Investor Day discussion of commercial launch preparations for ulixacaltamide in essential tremor and relutrigine in developmental epileptic encephalopathies, with two FDA decisions approaching and broader EMERALD trial data also in focus. Traders largely praise the launch planning and market potential, while debating approval and timing risksparticularly for relutrigineand the share-price decline.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention amid weakness across speculative tech and quantum stocks, with traders debating whether the selloff reflects broader risk-off and forced selling or concerns about the companys execution. The upcoming earnings report is seen as a key test: some traders are buying the dip, while skeptics question commercialization progress and the outlook.

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Early Uber Investor Jason Calacanis Predicts Waymo Could Buy Lucid Or Rivian — Calls Its Chinese-Car Optics ‘Really Bad’

Equity

Calacanis previously disclosed small investments in Lucid, Rivian, WeRide and Pony.ai, predicting takeovers within two years.

NIO Stock Eyes End To 5-Week Slump: Retail Loads Up As Onvo Hits 200,000 Deliveries, Battery Swaps Smash Record 

Nio completed a record 183,664 battery swaps on Monday, surpassing its Oct.1 peak.

NIO Stock Rises Overnight After 6-Week Losing Streak: Retail Bulls See ‘Real Money’ In Battery Swaps After Holiday Record Usage

Nio had added 482 swap stations this year as of Friday, leaving 518 to meet its 2026 expansion target.

NIO Stock Jumps Overnight As $2.4B Nio Power Deal Brings Geely Into Its Battery Swap Business

The companies are also discussing wider use of battery swapping across Geely-related vehicles, though plans remain preliminary.

NIO Stock Could Get Geely Boost As Chip Push Expands Beyond Own EVs — Analyst  Calls Shares ‘Undervalued’

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Morningstar called Nio’s 2027 growth target “too optimistic” as subsidies fade and costs rise.

BYD Pulls Further Ahead Of Tesla In China’s EV Race In September As Local Rivals Gain Speed

The Warren Buffett–backed automaker maintained its leadership with 347,000 new energy vehicle sales and a 26.7% market share, while Tesla remained fifth.

China’s BYD Suffers $45 Billion Stock Market Wipeout As Aggressive Price Cutting Dents Profit — Analyst Calls For ‘Repositioning’ As Tech Leader

The company’s profit slid for the first time in more than three years, delivery targets were cut, and rivals like Geely and Leapmotor are winning share as Beijing cracks down on price wars.

Global EV Boom Loses Steam — China’s Growth Cools In August, But A Rebound Could Be Coming

Global EV sales reached 1.7 million units in August, lifted by strong gains in Europe, North America and other regions even as China weakened.

Is BYD's Boom Fading? China's EV Leader Said To Slash 2025 Sales Target By Nearly A Million Units

The company last week reported its first quarterly profit drop in over three years, while rivals like Geely are gaining ground and even raising their own sales targets.

Geely And Mercedes To Bring Back Two-Seater Legacy With Smart #2 EV In 2026

The Smart #2 will be designed by Mercedes-Benz, engineered and built by Geely in China, and sold in China, Europe and other overseas markets.

Geely Automobile Holdings Ltd. is an investment holding company, which engages in the research, production, marketing and sale of sedans and related automobile components. It operates through the following geographical segments: People's Republic of China, Malaysia, Eastern Europe, Middle East, Africa, Central and South America, and Other Countries. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

Geely Automobile Holdings Ltd. - ADR

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<ul class="summary-bullets"><li>Jason Calacanis predicted Waymo will buy Lucid or Rivian amid scrutiny of its Chinese-made robotaxi orders.</li><li>He called the Chinese-car optics “really bad,” citing tariffs, costs and national-security concerns.</li><li>U.S. vehicle restrictions begin phasing in with model year 2027, with certain hardware restrictions following in 2030.</li></ul>Early Uber investor Jason Calacanis predicted that Alphabet’s Waymo will buy Lucid Group (LCID) or Rivian Automotive (RIVN), saying that its reliance on Chinese-made vehicles creates cost and reputational challenges as it expands its robotaxi fleet.<h2 class="st-heading-2">Calacanis Sees A Buyout To Waymo’s China Problem</h2>“They will buy Lucid or Rivian,” Calacanis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2112256068818805241">said on X</a>, while addressing Waymo’s vehicle sourcing and competition with Tesla. The development came after a New York Post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://nypost.com/2026/10/19/business/waymo-has-ordered-thousands-of-chinese-made-cars-to-expand-its-us-robotaxi-fleet/">report</a> said that Waymo had ordered thousands of Chinese-made Zeekr vehicles to expand its U.S. fleet, drawing national-security concerns on Capitol Hill. Zeekr is part of China’s Geely group.&nbsp;Calacanis said that tariffs and political concerns make the arrangement difficult to sustain. “Technically not illegal today, Waymo just needs to pay 100%+ tariff on these cars… but obviously something they need to deprecate because it’s not cost effective and the optics are really bad,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2112251918923837602">said</a>.“Even if the self-driving tech is from America, there will be reasonable concerns about communist rivals deploying AVs in America,” he added.His acquisition prediction came after AI researcher Joscha Bach&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Plinz/status/2112252845328363834">said</a> that Waymo’s self-driving tech is fitted in the U.S. and added that the company lacks a domestic vehicle platform competitive with Tesla on cost.Waymo has said its Ojai vehicle uses its sixth-generation Waymo Driver. The company is scaling vehicle integration at its Mesa, Arizona, factory toward capacity of tens of thousands of vehicles annually.&nbsp;U.S. vehicle rules restrict certain Chinese software and sales by Chinese-controlled vehicle manufacturers beginning with model year 2027. Restrictions on certain Chinese connectivity hardware begin with model year 2030, with authorization mechanisms available for otherwise prohibited transactions.&nbsp;<h2 class="st-heading-2">Calacanis Bets On Takeovers And 2x Return</h2>Calacanis’s prediction comes after his&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-ally-jason-calacanis-bets-4-autonomy-stocks-bought-2-years-double-money/cZMEVQ4RB7w">disclosure</a> from last month that he bought small positions in Lucid, Rivian and autonomous-driving companies WeRide (WRD) and Pony.ai (PONY). “Consolidation is coming to the autonomous space based on the massive progress that Tesla, Waymo, and Uber are making,” he said at the time.“I believe these four companies are going to be bought in the next 24 months and I expect, as a group, that I will 2x my investment in under two years.” He also called the investments “tiny bets” with a one-to-four-year horizon.&nbsp;<h2 class="st-heading-2">Waymo Targets 20,000 Vehicles By End Of 2027</h2>The prediction comes as Waymo apparently prepares for a huge expansion. The company wants to increase its fleet from about 4,000 vehicles to 8,000 by the end of 2026 and 20,000 by the end of 2027, Semafor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/10/19/2026/waymo-plans-to-quintuple-its-fleet">reported</a>, citing people familiar with the matter.&nbsp;Waymo closed its first debt financing, a $5 billion term loan, earlier this month after a $16 billion equity raise this year. The company said that the funds would support U.S. and international expansion after it launched service in its 15th U.S. city last month.&nbsp;<h2 class="st-heading-2">Lucid And Rivian Pursue Robotaxi Scale Through Uber</h2>Uber has committed to buying at least 35,000 Lucid vehicles, including Gravity SUVs and future Midsize models, for a robotaxi service being developed with Nuro. It also pledged another $200 million in April, bringing its total investment commitments in Lucid to $500 million.Lucid has a separate opportunity in Europe. Bolt said last month that it aims to put at least 25,000 autonomous vehicles based on Lucid’s upcoming Midsize platform into service.Rivian’s Uber deal starts with 10,000 autonomous R2 SUVs, with rides expected to begin in San Francisco and Miami in 2028. The agreement includes an option for up to 40,000 more vehicles beginning in 2030. Uber also plans to invest up to $1.25 billion in Rivian through 2031, provided the automaker meets certain autonomy milestones.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-earnings-test-rbc-upside-tesla-merger-buzz-sandp-ai-financing-risks/cZxqVYwRBuh">SPCX Stock Slips Ahead Of Q3 Print: S&amp;P Flags AI Debt Risks, But Analyst Sees Over 50% Upside As Tesla Merger Buzz Builds&nbsp;</a>

Jason Calacanis at The Besties All-In Tequila Launch Party at Delilah on June 21, 2025 in Los Angeles, California. (Photo by JC Olivera/Variety via Getty Images)

Early Uber Investor Jason Calacanis Says Waymo’s China Car ‘Optics’ Could Push It To Buy Lucid Or Rivian 

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

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