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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 Q3 results and raised revenue outlook are driving attention: traders are cheering the stronger forward guidance and debating whether it can support a rally or short squeeze despite a wider-than-expected loss and concerns about cash burn and margins. The reaction is split between optimism about AI demand and skepticism about the companys profitability.

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 of GPS in AML has reached its 80-event milestone, and traders are focused on the pending topline survival results, which the company has said it expects to report in November. Many are betting on positive data and speculating about short-covering, while others warn the outcome is uncertain and question the delay as the shares have weakened.

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

Attention centers on Candels planned BLA filing for prostate-cancer candidate CAN-2409, with traders discussing positive Phase 3 results and recent immune-response data alongside the filing timeline. The share-price weakness is often attributed to broader biotech and market pressure, though skeptics also cite execution and potential dilution risks; bulls argue the clinical data remain intact.

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 resignation as CEO and the appointment of CFO Colette Kress as interim chief have driven NVDA attention, amid reports about Huangs relationships and speculation over possible China-related scrutiny. Traders are divided between buying the selloff on confidence in Nvidias business and upcoming earnings, and expecting further pressure from leadership uncertainty and regulatory concerns.

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 guidance topped consensus, but shares fell anyway. Traders are debating whether the strong report was already priced in and selling pressure reflects a broader semiconductor pullback, or whether the guidance supports a bullish longer-term view.

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 dominate discussion, with traders highlighting an earnings beat, raised outlook, and stronger AI infrastructure demand. The stocks muted, volatile reaction has split investors: some cite profit-taking, valuation, or margin concerns, while bulls see the pullback as an overreaction to strong results.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs quarterly results highlighted revenue and margin improvement, alongside a newly authorized share-repurchase program. Traders are weighing those positives against the stocks weak reaction, with some blaming broader rate-sensitive selling and others questioning whether the buyback and results will support the shares.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nus quarterly results are driving attention: traders welcome strong revenue growth and improved efficiency, but a slight EPS miss and concerns about delinquencies and credit quality temper the reaction. The community is split on whether the growth outweighs lending risks, with some frustrated that the shares remain weak despite the broadly solid report.

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 steep selloff follows weak quarterly results, sharply lower project margins and the withdrawal of its 2026 guidance, with traders also citing project-cost overruns and the CFOs planned departure. The community is split between viewing the drop and announced buyback as an overreaction given the companys cash and backlog, and fearing deeper execution and management problems.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax shares are selling off despite a stronger revenue outlook and a Sanofi milestone, with traders focused on profitability being pushed to 2029 and the lack of a new partnership or concrete pipeline updates. Some see progress in the Sanofi and Pfizer licensing strategy, while others blame weak execution and shareholder-unfriendly management; a broader market selloff is also cited as a factor.

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BMY Stock Drops As Lower-Dose Lung Drug Succeeds In Trial, Higher Dose Misses

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Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis. 


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<ul class="summary-bullets"><li>The higher 120 mg twice-daily dose slowed the decline in lung function but did not reach statistical significance.</li><li>The company intends to complete a full review of the data and engage health authorities about next steps toward possible regulatory filings.</li><li>Separately, the company said an interim analysis of the ACTION-1 trial studying RYZ101 in patients with gastroenteropancreatic neuroendocrine tumors met its main goal.</li></ul><p><br>Bristol Myers Squibb (BMY) shares fell roughly 3% in midday trading on Monday, reversing opening gains, after the company reported mixed results from a late-stage trial in scarring lung disease — the study succeeded only at the lower dose tested while the higher dose fell short of statistical significance.</p><p>The company also announced positive results from its late-stage trial in a rare cancer.</p><h2 class="st-heading-2">Bristol Myers' Lung-Disease Results Come With A Caveat</h2><p>Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis (IPF).</p><p>Patients receiving that dose showed a statistically significant improvement versus placebo in the absolute change in forced vital capacity—a standard measure of lung function—at 52 weeks. The higher 120 mg twice-daily dose slowed the decline in lung function but did not reach statistical significance. The company noted that both doses were generally well tolerated, with rates of discontinuation due to side effects that were low and similar to placebo.</p><p>Executives called the overall findings supportive of admilparant as a potential first-in-class approach targeting a specific biological pathway in idiopathic pulmonary fibrosis, a progressive disease that scars the lungs and leaves patients with limited effective options.</p><p>The company intends to complete a full review of the data and engage health authorities about next steps toward possible regulatory filings. Detailed results are planned for a future medical meeting. A related late-stage study in a broader form of progressive lung fibrosis is expected to report results in early 2027.</p><h2 class="st-heading-2">Cancer Therapy Shows Stronger Signal</h2><p>Separately, the company said an interim analysis of the ACTION-1 trial met its main goal.</p><p>The study tested RYZ101, an experimental radiopharmaceutical therapy developed by its RayzeBio unit, in patients with gastroenteropancreatic neuroendocrine tumors (GEP-NETs) whose disease had progressed after earlier lutetium-based treatment.</p><p>RYZ101 produced a statistically significant and clinically meaningful improvement in the time patients lived without their cancer worsening, compared with standard options such as certain hormonal agents or other approved drugs. Safety findings matched what was previously known about the therapy.</p><p>Company executives described the outcome as an important milestone for patients with few remaining options after prior therapy and said they plan to discuss the data with regulators. The drug already carries orphan-drug designation for this rare disease. Detailed findings are expected at a future medical conference, and the trial will continue to track overall survival.</p><h2 class="st-heading-2">How Did BMY Retail Traders React?</h2><p>On Stocktwits, retail sentiment around BMY stock stayed within ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.</p><p><a href="https://stocktwits.com/symbol/BMY">BMY stock</a> has gained 6% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dow-rises-200-points-nasdaq-wavers-china-chip-competition-hits-tech-stocks-oil-climbs/cZxIi1oRB8W">Dow Rises 200 Points, Nasdaq Wavers: China Chip Competition Hits Tech Stocks, Oil Climbs</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

In this photo illustration, the Bristol-Myers Squibb Company logo is seen displayed on a tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis. 

Bristol-Myers Squibb Co.

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

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