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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 announced that its Phase 3 REGAL trial in acute myeloid leukemia reached the prespecified 80th death event, triggering final analysis and a topline readout expected this quarter. Traders are reacting with optimism and short-squeeze speculation, though the trials efficacy results remain unknown and some expect volatility while they await the data.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Traders are focused on Trian and its partners nonbinding proposal to take Wendys private, debating whether the bid is too low or a starting point for negotiations. Some expect the board to push for better terms or another offer, while others see the proposal as a floor and speculate that heavy short interest could amplify the reaction.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods Q3 results missed expectations, and the sharp selloff has fueled debate over weaker crypto revenue and earnings versus record revenue and growth in options, event contracts, subscribers, and platform assets. Some traders view the drop as an overreaction and are buying the dip, while others see continued pressure from softer results and volatile trading-related revenue.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynixs record quarterly results, strong AI-memory demand and expectations of prolonged DRAM and HBM shortages are driving attention, alongside its large shareholder-return plan. Traders are largely bullish on the results and long-term supply visibility, while some question the muted share-price reaction and warn that memory remains cyclical.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphases quarterly results missed expectations and its weaker outlook added to concerns about soft residential solar demand amid high interest rates and the expiration of a federal tax credit. Traders largely criticized the near-term outlook and selloff, while some saw a buying opportunity and pointed to AI data-center transformer technology as a longer-term possibility that has yet to translate into commercial sales.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertivs quarterly earnings beat and raised outlook, supported by more than doubling organic orders amid strong AI data-center infrastructure demand, sparked the dominant discussion. Many traders welcomed the results as evidence the buildout remains strong, while others cautioned against chasing the sharp gap higher and flagged valuation and potential profit-taking risks.

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 beat expectations and the company raised its 2026 outlook, alongside a deal to acquire Trench Group and expand its grid-equipment business. Traders welcomed the results and strong power-demand outlook, but some questioned the acquisitions price and financing, while the stocks volatile reaction fueled debate.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is under pressure after its quarterly report paired roughly in-line results with a weaker outlook, with management citing lingering effects from a cyberattack that disrupted operations. Traders are split between viewing the disruption as the main driver and seeing the guidance cut as evidence of a deeper slowdown and weak execution.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming quarterly results are driving attention, with traders focused on whether Google Cloud and AI monetization can justify heavy AI investment. Bearish discussion centers on rising capex and potential weakness in Search, while bulls expect strong results and view the recent selloff as an opportunity.

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

Attention is centered on Microsofts fiscal first-quarter report, with traders focused on Azure and cloud growth, AI infrastructure spending, and whether monetization can justify the investment. The reported voluntary buyout offer is also prompting debate: some see it as cost discipline to fund AI, while others view it as a sign of expense pressure or uncertainty about AI returns.

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The Zacks Analyst Blog Highlights IonQ, Rigetti Computing, QTUM, WQTM, CHPX and Micron Technology

Quantum computing investment is surging, but hardware uncertainty raises risks for individual stocks. Explore three ETFs offering diversified exposure to the sector's growth.

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Quantum investment hit a record $12.6 billion in 2025 as enterprise adoption accelerates. Explore three ETFs offering diversified exposure to this industry.

Nokia CEO Says Supply Squeeze Is ‘A Structural Cost Increase, Not Just A Shortage': NOK Stock Drops To 6-Month Low Despite Q3 Beat

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During Nokia’s Q3 earnings call, CEO Justin Hotard said Nokia expects the traditional telecom market to stay flat but plans to raise prices because of “cost inflation”.


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ETF Series Solutions - Defiance Quantum ETF

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<ul class="summary-bullets"><li>Hotard said that Nokia is asking customers for 12 to 18 months of forward visibility.</li><li>CFO Marco Wirén said Nokia sees the same “broad-based constraints” on supply and pricing that Ericsson flagged for 2027 margins.</li><li>Wirén said part of the quarter’s strength was a “pull forward” from the fourth quarter.</li></ul>Nokia (NOK) beat third-quarter profit expectations on Thursday, but its stock fell to a&nbsp;six-month low as investors focused on negative cash flow, a larger restructuring bill and a warning from its chief executive that the cost of building networks is rising for good.<a href="https://stocktwits.com/symbol/NOK">NOK stock</a> fell over 10% in morning trade and was among the top trending tickers on Stocktwits at the time of writing, even as retail sentiment on the platform around the shares continued to trend in ‘bullish’ territory.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/NOK_2026_10_22_11_22_22_cb8d14476b.png" alt="NOK_2026-10-22_11-22-22.png" width="1614" height="974"><figcaption>NOK stock price performance year-to-date on October 22 as of 11:20 a.m. ET | Source: TradingView</figcaption></figure><h2 class="st-heading-2">Nokia CEO Says Supply Chain Squeeze Will Push Prices Higher</h2>On the earnings call, Chief Executive Justin Hotard said the strain AI has put on component supply goes beyond a temporary shortage. He told analysts the squeeze reaches chips, memory and circuit boards, and that Nokia is already asking customers to plan further ahead.<blockquote>“It is not just a shortage, it is also a structural cost increase that we are seeing in the supply chain.”–&nbsp;Justin Hotard, CEO, Nokia</blockquote>Hotard said customers are being asked for 12 to 18 months of visibility, a shift from the hand-to-mouth ordering cycle with roughly six-month lead times he found when he took the job 18 months ago. He expects the traditional telecom market to stay flat, with one exception.<blockquote>“Overall, we expect the market to be flat. However, given the cost inflation, we expect pricing to go up.”– Justin Hotard, CEO, Nokia</blockquote>Chief Financial Officer Marco Wirén also confirmed that Nokia also sees the 2027 margin pressure that Ericsson flagged in its earnings. “There’s broad-based constraints when it comes to supply and price increases. We see that as well, and that’s why we are working on different fields to try to mitigate those impacts for us as well,” he said.<h2 class="st-heading-2">Nokia Cuts Cash Conversion Outlook, Raises Restructuring Charges</h2>Nokia's free cash flow in Q3 was negative by about €99 million ($111 million). The firm ended the quarter with about $2.9 billion in net cash.&nbsp;Wirén said the company will put an additional $448 million into working capital to support growth. That cuts its expected 2026 free cash flow conversion, the share of operating profit that turns into cash, to 35% to 55%. Nokia had guided to 55% to 75% in July.Restructuring is also costing more. Nokia now expects charges of about $1.2 billion this year, with cash outflows of $896 million to $1.01 billion. Wirén also said some of the quarter’s strength was borrowed from the next one.&nbsp;<blockquote>“The strength of the performance we saw in quarter 3 reflected some pull forward from quarter 4 as we work to improve linearity.”– Marco Wirén, CFO, Nokia</blockquote>Nokia reiterated its comparable operating profit guidance between $2.35 billion to $2.91 billion. It expects to finish above the midpoint of that range. Comparable operating profit for the quarter was about $678 million, a margin of 11.7%, up 220 basis points. The company expects fourth-quarter (Q4) sales to rise 20% to 24% from the third, though patent licensing deals should slow.<h2 class="st-heading-2">Nokia AI And Cloud Sales Jump 123%, But Supply Limits Growth</h2>Nokia’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nok-stock-heads-for-a-green-week-after-a-10-jump-in-q3-sales-as-ai-and-cloud-demand-drives-growth/cZxvzHjRBwX">sales in AI &amp; Cloud</a> rose 123% and now make up 12% of group sales. Orders in that unit rose 118% to about $1.68 billion. IP Networks, Nokia’s routing business, grew 43% as design wins with cloud providers turned into revenue. Hotard said demand is not the problem.For the first time, Nokia put a number on 2027, expecting Optical Networks and IP Networks to grow 25% to 30% combined. That is above its 18% to 20% assumption for this year.Hotard also pointed to progress with Nvidia (NVDA) on&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-jensen-huang-sees-100-gw-ai-opportunity-in-telecom-networks-with-tmus-nok-already-making-moves/cZxMcBMRBvO">AI-RAN</a>. T-Mobile (TMUS) completed its first live voice call on the technology in its production network over the weekend. Nokia said it's working with 19 customers on AI-RAN.(Conversion rate: €1 = $1.12)Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spot-stock-10-month-high-spotify-is-ai-agent-says-co-ceo/cZxwaUJRBw6">SPOT Stock Hits 10-Month High Despite Q3 Earnings Miss: Co-CEO Says Spotify ‘Is Now An Agent,’ Brushes Off AI Churn Fears</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A logo sits illuminated at the Nokia booth at Mobile Congress 2025 on March 06, 2025 in Barcelona, Spain. (Photo by Eric Alonso/Getty Images)

Nokia (NOK) beat third-quarter profit expectations on Thursday, but its stock fell to a six-month low as investors focused on negative cash flow, a larger restructuring bill and a warning from its chief executive that the cost of building networks is risi

KraneShares Trust - KraneShares Photonic and Optical ETF

Nokia Corp

Defiance Quantum ETF

Yes, still bullish

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Quantum computing stocks - like $IONQ, $RGTI, and $QBTS - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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IonQ Inc

Rigetti Computing Inc

D-Wave Quantum Inc

 - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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$QTUM great add price imo is 130s if you aren't already in and bullish on quantum $INFQ $IBM $IONQ $RGTI pure plays are nice but I like to diversify. Expense ratio is a little high but it also has a negative discount/premium to NAV

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