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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

SELLASs upcoming Phase 3 REGAL trial results for its GPS leukemia treatment dominate discussion, with topline data expected this month after the trial reached its final analysis milestone. Traders are split between optimism about a potential breakthrough and concern over the binary trial outcome, while sharp price swings have fueled debate about selling pressure and alleged short-term manipulation.

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

Summits FDA review of ivonescimab for EGFR-mutated lung cancer is driving a binary-outcome debate over approval versus a possible rejection or request for more evidence. Bulls point to strong progression-free-survival results and encouraging survival trends, while bears focus on the FDAs stated need for statistically significant overall-survival evidence; recent weakness has also prompted speculation about a negative outcome, though traders say price action alone is not proof.

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

Unitys strong Q3 resultsits first GAAP-profitable quarter, rapid growth in its Vector ad platform, and upbeat outlookhave fueled a sharp rebound and discussion of a possible turnaround. Reported takeover talks with Silver Lake and Saudi Arabias PIF add speculation, with traders debating whether the discussed valuation would undervalue the company or whether a deal will happen at all.

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

Rivian shares are under pressure amid a broader pullback in EV and growth stocks, with traders also focused on the stocks persistent weakness and concerns about cash burn, profitability, and management. Some blame short sellers or trading dynamics, while bulls point to R2 progress and recent operating results as reasons for optimism; those explanations remain debated.

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 selling off after lowering its revenue outlook amid delays activating third-party data-center capacity, prompting analyst concerns about execution and near-term growth; weakness across AI and neocloud stocks, alongside uncertainty around Nvidia, is adding pressure. Traders are split between viewing the delays and higher spending as serious risks and seeing them as temporary setbacks in a business with strong AI demand.

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.

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 and the unresolved CEO succession are driving concern, with traders divided between those calling for his return and those worried about leadership continuity and scrutiny of Nvidias China-related chip sales. Upcoming earnings are another focus, but bullish bets on results and dip-buying compete with fears that uncertainty and further fallout could weigh on the stock.

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

Novos quarterly results beat expectations and its full-year outlook was raised, with strong demand for the Wegovy pill driving the improved outlook. Traders welcomed the evidence of a growth recovery but remain divided over whether oral Wegovy can offset diabetes weakness and competitive and pricing pressure from Lilly.

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 international growth, contract demand, and plans for lower-cost satellites. The community reaction is broadly bullish on the results and rally, though claims of institutional accumulation and further upside remain speculative.

Newsmax Inc. is a holding company, which engages in television broadcasting and multi-platform content publishing that produces original news and editorial content for consumers through various media outlets, including TV new channels, digital and print publications. It operates through the Broadcasting and Digital Segments. The Broadcasting segment produces and licenses news, business news and lifestyle content for distribution through both MVPDs and free OTT streaming platforms. The Digital segment is composed of Newsmax.com and affiliated websites. The company was founded by Christopher Ruddy in 1998 and is headquartered in Boca Raton, FL.

Newsmax Inc. - Ordinary Shares - Class B

Newsmax Inc

Newsmaxs stronger-than-expected Q3 results and upbeat outlook are driving attention, with traders highlighting improved profitability and revenue growth. Bullish reactions include short-squeeze speculation, while some question how much of the reported strength is recurring because results included a one-time payment.

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Top-Performing ETF Areas of 1H 2026

From shipping to semis, these ETF areas dominated 1H 2026 as AI, geopolitics and strong earnings fueled market gains.

Dell Stock Surges on AI-Led Earnings, Upbeat Outlook: ETFs to Gain

Dell shares skyrocketed after blockbuster AI-driven earnings and a massive guidance hike. These Dell-heavy ETFs could benefit next.

DELL Stock Rallies After-Hours As AI Server Revenues Surge Over 750%, Driving Robust Q2, Full-Year Guidance

Equity

Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers. 

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Neutral Sentiment

<ul class="summary-bullets"><li>First-quarter sales climbed 88% on demand for artificial intelligence products.&nbsp;</li><li>Dell’s Q1 adjusted earnings of $4.86 a share exceeded analyst expectations.</li><li>The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in Q1.</li></ul>Dell Technologies (DELL) share price soared 38% after-hours on Thursday after the company reported a record-breaking 88% surge in first-quarter revenue, fueled by enterprise and hyperscaler demand for its artificial intelligence infrastructure.&nbsp;The personal computer hardware maker also raised its financial forecasts for the year, projecting that its sales of specialized artificial intelligence servers will reach approximately $60 billion.&nbsp;The Round Rock, Texas-based company posted revenue of $43.8 billion for its fiscal first quarter ended May 1, soundly beating Wall Street estimates of roughly $35.5 billion. Dell’s net income climbed sharply to a record diluted earnings per share of $5.24. On an adjusted basis, the company delivered a record non-GAAP diluted earnings per share of $4.86, up 214% from the same period last year and far outpacing the $2.95 analyst consensus.The explosive performance underscores a massive corporate transformation. Dell, once primarily known for personal computers and traditional enterprise hardware, has successfully positioned itself at the center of the global artificial intelligence buildout through pivoting into AI servers.&nbsp;Revenue from its AI server business came in at $16.13 billion, a 757% year-on-year surge as the rise in agentic AI usage has ushered in a need for servers that can provide vast computing power to tackle massive datasets to teach and operate AI applications.As customers move their focus from training AI models to using them, it creates opportunities for Dell products beyond AI servers, Chief Financial Officer David Kennedy said in an interview on Bloomberg Television. “That makes it a more broad-based durable growth over the long term for us,” he said.&nbsp;<h2 class="st-heading-2">DELL Q2 AND FY27 Guidance&nbsp;</h2>In the current second quarter, Dell expects revenue to be $44 billion to $45 billion, with adjusted earnings of $4.80 a share at the midpoint. Analysts expect $35.1 billion in sales and $2.99 a share in adjusted earnings, per&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>.&nbsp;For the full year, revenue is expected to be between $165.0 billion and $169.0 billion, up 47% year over year at the midpoint of $167.0 billion, which beat expectations of $143.9 billion. AI-Optimized Servers revenue in FY27 expected to be roughly $60 billion, up 144% year over year.&nbsp;<h2 class="st-heading-2">DELL Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “extremely bullish” with “extremely high” message volumes.&nbsp;One user highlighted bullishness by saying it was an awful day to be short on Dell stock.&nbsp;<stembedurl>https://stocktwits.com/WallStreetBetsCapital/message/654711281</stembedurl>DELL stock has soared 152% year-to-date.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/path-stock-slips-after-hours-on-q1-earnings-miss-but-q2-and-full-year-guidance-beats-expectations/cZgiv09RetB">PATH Stock Slips After-Hours On Q1 Earnings Miss, But Q2 And Full-Year Guidance Beats Expectations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Dell Technologies (DELL) share price soared 38% after-hours on Thursday after the company reported a record-breaking 88% surge in first-quarter revenue, fueled by enterprise and hyperscaler demand for its artificial intelligence infrastructure.&nbsp;

Dell Technologies Inc

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