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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 SELLAS CEO Angelos Stergious comments about approaching REGAL clinical catalysts and allowing unblinded data to speak for itself, alongside healthcare-industry endorsements of GPS as a potential AML treatment breakthrough. Traders remain divided between optimism that the Phase 3 trial is nearing its final 80-event trigger and concerns about trial design, with the companys last officially confirmed count still at 78 events.

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 preliminary Q2 update and convertible-note exchange amendment are driving attention, with traders focusing on improved operating profitability and capped share dilution through a larger cash settlement. Bulls view the changes as supportive of buybacks and potential short covering, while skeptics point to weaker sales, remaining debt and unusual warrant activity as reasons for caution; the warrant move has also fueled unconfirmed squeeze speculation.

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 U.S.-Iran tensions and uncertainty around Strait of Hormuz shipping are driving attention to CCL through their impact on oil prices, fuel costs, and travel demand. Traders are split between bearish concerns over geopolitical risk, debt, and persistent selling, and bullish views that strong bookings, deleveraging, dividends, and buybacks leave the shares undervalued.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is drawing attention ahead of its upcoming earnings release, with traders positioning for a potentially sharp reaction and debating whether strong AI-driven cybersecurity demand and recent sector strength justify its elevated valuation. Bullish participants expect a beat and raised guidance, while others are buying puts or anticipating a post-earnings selloff.

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 an institutional financing that supports the ROBBIN Phase 3 trial of BOT/BAL in MSS colorectal cancer, alongside encouraging neoadjuvant NEST data and the shift away from BATTMAN. Traders view the funding and investor involvement as a potential turnaround, while skeptics focus on warrant-related dilution, management concerns, and the long timeline to meaningful Phase 3 results.

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 expanded data-center capacity, is driving attention as MOVE pivots toward AI infrastructure. Traders are broadly bullish on the NVIDIA association and perceived low float, framing the setup as a potential short squeeze, while others cite dilution risk, valuation, execution, and the limited disclosed revenue as reasons for caution.

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.

GE Vernovas quarterly results triggered the focus: an earnings miss and concerns about wind-segment execution and tariffs drove a sharp selloff despite stronger revenue, raised guidance, and a record backlog tied to power-grid and AI data-center demand. Traders are divided between dip buyers who view the reaction as temporary and bears citing elevated valuation, repeated volatility, and execution risks.

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 silver prices and expectations for production growth at Endeavours Terronera mine are driving interest, with traders viewing the company as a high-beta way to play the precious-metals market. Debate centers on EXKs underperformance versus silver and peer miners, alongside concerns about the Terronera blockade, hedging decisions, costs, and management execution.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

Hawkish Federal Reserve messaging from Kevin Warsh has lifted expectations for a potential rate hike, while rising Treasury yields and persistent inflation concerns weigh on the Dow ETF. Traders debate whether the macro pressure will trigger a broader correction, although some view any pullback as a buying opportunity; oil-related geopolitical risks add to the uncertainty.

Devon Energy Corp. engages in the exploration, development, and production of oil and natural gas properties. It develops and operates Delaware Basin, Eagle Ford, Heavy Oil, Barnett Shale, STACK, and Rockies Oil. The company was founded by J. Larry Nichols and John W. Nichols in 1971 and is headquartered in Oklahoma City, OK.

Devon Energy Corp.

Activist investor pressure and potential divestitures are in focus following Toms Capital's top-five stake build. Community debate centers on whether Coterra merger synergies and elevated oil prices will finally spark a re-rating, amid frustration over chronic underperformance.

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Will Kimmtrak Continue to Aid IMCR's Growth Through the Rest of 2026?

Strong demand for Kimmtrak is fueling Immunocore's growth, while potential label expansion and late-2026 data could add further upside.

IMCR Jumps 21.2% in 3 Months as Kimmtrak Growth Fuels More Momentum

Immunocore's 3-month gain reflects Kimmtrak growth and pipeline progress, but valuation and mixed signals temper the momentum case.

Is IMCR Worth Buying as Kimmtrak Growth Meets a Premium Valuation?

Immunocore's Kimmtrak growth and late-stage catalysts strengthen its case, but a premium valuation and single-product risk raise the stakes.

IMCR Q2 Revenues Climb 18.3% as Kimmtrak Demand Helps Offset EPS Miss

Immunocore's Q2 revenue beat reflects strong Kimmtrak demand, but an EPS miss and distributor stocking headwind cloud the near-term outlook.

Immunocore's Q2 Earnings Miss Estimates, Kimmtrak Aids Y/Y Revenues

IMCR incurs wider-than-expected Q2 loss. However, revenues beat as sole drug Kimmtrak sales rise 18.3% year over year on higher U.S. and international sales.

Wall Street Analysts See a 77.91% Upside in Immunocore (IMCR): Can the Stock Really Move This High?

The average of price targets set by Wall Street analysts indicates a potential upside of 77.9% in Immunocore (IMCR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

How Immunocore Is Expanding Beyond Its Rare-Cancer Drug Kimmtrak 

Kimmtrak anchors IMCR today, but its broader T-cell receptor platform is targeting larger cancer, infectious disease and autoimmune markets.

Is Immunocore Stock Attractive After Kimmtrak's Strong Sales Growth?

Kimmtrak's sales growth supports IMCR, but premium valuation and reliance on one product keep investors focused on upcoming pipeline catalysts.

Immunocore's Kimmtrak Growth Story and Major 2026 Catalysts Ahead

IMCR's Kimmtrak sales climbed 29% in 2025 on wider adoption, with pivotal 2026 trial results set to test its next expansion opportunity.

EU Approves Expanded Use of ABBV's Tepkinly in Follicular Lymphoma 

AbbVie's EU approval expands Tepkinly into a first-of-its-kind bispecific lymphoma combination, backed by phase III data showing strong efficacy.

• Reported GAAP EPS of -$0.02 up 90.00% YoY
• Reported revenue of $115.93M up 18.34% YoY

Immunocore faces ongoing net losses and rising research and development costs, while KIMMTRAK therapy carries significant safety risks including high incidences of cytokine release syndrome, skin reactions, and liver enzyme elevations.

Immunocore delivered strong KIMMTRAK revenue growth and positive long-term survival data, while simultaneously advancing a deep clinical pipeline targeting multiple high-unmet-need oncology indications and potential functional cures for infectious diseases.

Immunocore Holdings Plc operates as a commercial-stage biotechnology company pioneering the development of a novel class of TCR bispecific immunotherapies called ImmTAX – Immune mobilizing monoclonal TCRs Against X disease. the firm's lead product KIMMTRAK is a TCR therapeutic for the treatment of patients with unresectable or metastatic uveal melanoma, in the United States, European Union, Canada, Australia and the United Kingdom. Its pipeline products include IMC-F106C, IMC-F115C, IMC-F119C, IMC-F117C, IMC-F113V, IMC-I109V, IMC-SII8AI, among others. The company was founded on January 7, 2021 and is headquartered in Abingdon, the United Kingdom.

Immunocore Holdings plc - ADR

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.12	--	--	N/A
Q2 '26	$0.01	-$0.02	-305.32%	MISSED
Q1 '26	-$0.27	$0.25	193.20%	BEAT
Q4 '25	-$0.21	-$0.60	-183.36%	MISSED
Q3 '25	-$0.23	$0.00	100.00%	BEAT

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