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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 centers on SELLASs anticipated Phase 3 REGAL topline results for its GPS leukemia treatment, a binary catalyst that has traders weighing hopes for a positive readout against concerns about trial failure. The debate is intensified by sharp price swings, with bullish claims of short pressure and manipulation contested by skeptics who see the outcome as uncertain.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Reported preliminary takeover discussions involving Silver Lake and Saudi Arabias PIF are fueling attention, though traders debate whether the valuation discussed is too low and whether a deal will happen. The speculation comes alongside Unitys strong Q3 results, first GAAP-profitable quarter, and rapid Vector ad growth, which some traders argue support the companys standalone value.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit is in focus ahead of the FDAs PDUFA decision on ivonescimab plus chemotherapy for EGFR-mutated lung cancer. Traders are split: bulls point to strong progression-free-survival results, improving survival trends and AstraZenecas backing, while bears emphasize that the trial missed statistical significance for overall survival and the FDA indicated that evidence was needed.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians persistent share-price weakness and choppy trading dominate discussion, with traders attributing pressure to short-selling or options activityclaims that remain speculative. Bulls point to Q3 progress, R2 recognition and the upcoming Autonomy & AI Day, while skeptics focus on cash burn, profitability and management execution.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

A sharp, high-volume move has revived speculation about a Big Pharma partnership or buyout for Vikings obesity-drug pipeline, particularly VK2735, alongside attention to its ObesityWeek presentations. Traders disagree on whether the activity signals genuine strategic interest or is another rumor-fueled trading surge; no deal is confirmed.

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 abrupt departure has put Nvidias leadership succession in focus, with reports that the board approached Arm CEO Rene Haas and speculation among traders that Huang could return. The community is split between buyers who see Nvidias AI-chip business and upcoming results as resilient and skeptics concerned about succession uncertainty, governance scrutiny, and possible fallout from export investigations.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is under pressure after its outlook raised concerns about delayed third-party data-center capacity and revenue timing, with analyst downgrades and weakness across AI infrastructure stocks adding to the selloff. Traders are divided between expecting further losses and viewing the decline as an overreaction and a buying opportunity.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

A quarterly earnings beat and higher full-year outlook, supported by strong demand for the Wegovy pill, are fueling renewed interest in Novo Nordisk. Bulls see evidence of a recovery, while skeptics point to diabetes weakness, pricing pressure and competition from Eli Lilly as reasons to question whether the turnaround will last.

HawKeye 360, Inc. engages in the provision of defense technology. It offers spectrum monitoring, maritime intelligence, air defence radar monitoring, GNSS interference detection, and communications mapping. Its costumers include a wide range of commercial, government and international entities. The company was founded by Charles T. Clancy, Robert G. McGwier, Chris DeMay and John Serafini in 2015 and is headquartered in Herndon, VA.

HawkEye 360 Inc.

HAWK is drawing attention after reporting record third-quarter revenue and raising its full-year outlook, with traders also highlighting the earnings-call discussion of international growth, cash reserves and lower-cost satellites. The reaction is broadly bullish amid a sharp, high-volume rise, though claims of institutional accumulation remain speculation.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is drawing attention over the squeeze from elevated jet-fuel costs, linked by traders to oil-market disruption and the Iran conflict, with recent earnings discussion highlighting that strong revenue has not translated into profits and the outlook has weakened. Bears worry about prolonged fuel pressure and AALs debt, while bulls see room for recovery if oil prices ease and travel demand remains firm.

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LEN Stock Heads For Monthly Loss: CEO Warns Higher ‘Interest Rates Test Affordability' After Weak Outlook 

Equity

Lennar CEO said higher borrowing costs, inflation and stronger resale competition limited the homebuilder’s expected improvement during the third quarter.


CELH Stock Heads For A Weekly Loss: Deutsche Bank Downgrades Celsius, Says 'Expectations Are Rising Faster Than Evidence' 

Deutsche Bank highlighted weak second-quarter results, stalled brand recovery, and ongoing headwinds for Celsius.

CELH Stock Rises Premarket: Bernstein Says Alani Nu Can Offset Core Brand Slowdown

The firm sees a 55% upside for Celsius from its expanding multi-brand energy drink portfolio. 


CELH Stock Dips Most In 3 Months On Teen Death Probe: Two Analysts Still See 98% Upside

Wall Street remains bullish on Celsius, citing strong Alani growth and attractive valuation. 


Infrastructure Capital Announces a Quarterly Dividend Increase for: Infrastructure Capital Small Cap Income ETF (SCAP), Infrastructure Capital Equity Income ETF (ICAP)

Infrastructure Capital Announces a Quarterly Dividend Increase for: Infrastructure Capital Small Cap Income ETF (SCAP), Infrastructure Capital Equity Income ETF (ICAP) Infrastructure Capital...

Virtus Infrastructure Capital ETFs (AMZA/PFFA/PFFR) Declare Monthly Distributions

The InfraCap MLP ETF (NYSE Arca: AMZA) has declared a monthly distribution of $0.34 ($4.08 per share on an annualized basis). The distribution will be paid on January 27, 2026 to shareholders of...

Series Portfolios Trust - Infrastructure Capital Equity Income ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Lennar’s Q3 revenue and EPS missed estimates, while new orders fell 9% and deliveries declined 3%.&nbsp;</li><li>Lennar CEO Stuart Miller said mortgage rates rose to about 7% from 6.4%-6.5%, making homes less affordable.</li><li>He also said the Fed is unlikely to provide near-term relief, while existing homes are creating stronger competition for Lennar.&nbsp;&nbsp;</li></ul><p>Lennar Corp. (LEN) CEO Stuart Miller said elevated mortgage rates are squeezing housing affordability, tempering the improvement expected for the homebuilder. With 30-year rates near 7%, inflation pressuring household budgets and resale inventory rising, buyers face tougher conditions despite persistent housing shortages supporting demand.&nbsp;</p><h2 class="st-heading-2">Lennar’s Disappointing Q3 Results&nbsp;</h2><p>Lennar’s Q3 revenue of $8 billion and earnings of $1.19 per share both missed the analysts’ consensus estimates of $8.4 billion and $1.29 per share, respectively, according to Fiscal.ai data.&nbsp;</p><p>New orders fell 9% to 20,879 homes, while deliveries dropped 3% to 20,840 homes. For the fourth quarter, Lennar expects to receive orders for about 19,500 to 20,500 homes and complete 22,000 to 23,000 home deliveries. The company expects gross margin around 15.5% to 16%, with the average home selling for about $370,000 to $380,000.&nbsp;</p><p>The company expects Q4 earnings in the range of $1.30 to $1.65, below the $1.86 estimate.&nbsp;<a href="https://stocktwits.com/symbol/LEN">Lennar stock</a> inched up 0.1% overnight ahead of Friday. The stock has fallen more than 5% so far this month.&nbsp;</p><h2 class="st-heading-2">Lennar Warns Interest Rates Are Hurting Affordability&nbsp;</h2><p>Speaking during the Q3 earnings call, Miller said mortgage rates climbed during the quarter, reversing some of the relief seen earlier in the year. The 30-year fixed mortgage rate rose from roughly 6.4%-6.5% during the company’s previous earnings call to about 7%, while the 10-year Treasury yield remained near 5%.</p><p>“While market conditions are certainly not terrible, as can be seen from our rather strong volume, the market becomes more difficult as interest rates test affordability, particularly within our price ranges.”</p><p>He added that nearly half of Lennar’s prospective buyers in many markets cannot qualify for mortgages, as higher monthly payments squeeze affordability.&nbsp;</p><h2 class="st-heading-2">Lennar Sees Little Near-Term Relief From Fed&nbsp;</h2><p>Miller pointed to energy costs as an important factor behind persistent inflation. Higher prices for gasoline and electricity can reduce households’ willingness to take on a major financial obligation.</p><p>“The Federal Reserve's assistance is clearly off the table for practical purposes and not a near-term source of relief. While this was clearly the hope of some, yesterday's rate hike clearly demonstrates that the Fed will continue to be data-driven.”</p><p>Existing-home sellers have also become a stronger competitor, particularly in Lennar’s target price ranges, added Miller.&nbsp;</p><h2 class="st-heading-2">LEN Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock slumped to ‘bearish’ from ‘bullish’.</p><p>A user&nbsp;<a href="https://stocktwits.com/amda/message/664518334">said</a>, “At the moment, there's no reason to own any of the homebuilding stocks, imo.”&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/profit_guru/message/664506022">said</a>, “Expect more analyst downgrades and price target changes tomorrow…near term 70.”&nbsp;</p><p>LEN stock has declined 22% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bb-stock-heads-for-weekly-gain-retail-turns-bullish-on-black-berry-ahead-of-earnings-as-qnx-helps-drive-physical-ai/cZtuNg2RB3a">BB Stock Heads For Weekly Gain: Retail Turns Bullish On BlackBerry Ahead Of Earnings As QNX Helps Drive Physical AI</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Lennar CEO said higher borrowing costs, inflation and stronger resale competition limited the homebuilder’s expected improvement during the third quarter.

LEN Stock Heads For Monthly Loss: CEO Warns Higher ‘Interest Rates Test Affordability' After Weak Outlook

Series Portfolios Trust - InfraCap Equity Income Fund ETF

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Lennar Corp.

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