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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 is drawing attention ahead of expected topline results from its Phase 3 REGAL trial of GPS in AML, after the trial reached its 80th death event and final analysis began. Traders are divided between optimism about the potential results and speculation about a squeeze or buyout, and concerns that the binary readout could disappoint.

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 shares are drawing attention after its quarterly results and stronger forward revenue guidance, alongside discussion of a Microsoft cloud deal; traders are focused on the upbeat outlook despite a wider-than-expected loss. The reaction is split between bulls citing growth prospects and potential short-covering, and skeptics warning about cash burn, valuation, and whether the gains will hold.

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 planned prostate-cancer BLA submission was pushed to mid-2027 as the company refines assays and continues discussions with the FDA, prompting a sharp selloff. Traders disagree over whether this is a manageable manufacturing and CMC delay or a sign of deeper execution problems; some remain encouraged by the clinical data, while others worry about management credibility and potential 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 beat expectations and raised its full-year outlook, with stronger AI infrastructure demand drawing attention. Traders welcomed the results but debated the muted, volatile share reaction, with some citing profit-taking or a sell-the-news response.

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 Q4 results beat expectations and its next-quarter revenue outlook topped consensus, but the stock sold off anyway. Traders are debating whether the strong report was already priced in, with some citing a 14-week quarter that makes the guidance look less impressive on a comparable basis and others blaming a broader tech-sector pullback.

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 Q3 results dominate discussion: traders point to strong revenue growth and improving efficiency, while debating slightly weaker-than-expected earnings and rising delinquencies. Reactions are split, with some viewing the quarter as solid but others concerned about credit quality and a muted share-price response.

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 Q3 results, sharp margin deterioration, withdrawn 2026 outlook and CFOs planned departure have fueled a severe selloff and unusually heavy trading. Traders are split between viewing the decline as an overreactionciting the companys cash position, backlog and authorized share-repurchase programand fearing further execution problems and financial distress; the buyback is authorized, not confirmed as underway.

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SPDR Gold Shares ETF

Golds sharp selloff is the dominant topic, with traders pointing to hotter inflation data and expectations of Fed rate hikes lifting the dollar and yields, which pressure non-yielding bullion. The community is split between bearish traders expecting more downside and dip buyers arguing the pullback is temporary and gold remains a long-term hedge.

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.

Flowers Foods declining sales and volumes, compressed margins, and lowered outlook have intensified concern about its business trajectory, debt load, and dividend sustainability as shares revisit long-term lows. Traders are split between shorting on fears of further deterioration and buying for value and the dividend, while some speculate about a short squeeze or a Tastykake sale.

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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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VanEck ETF Trust - VanEck Pharmaceutical ETF

Bullish Sentiment

<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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