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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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Is ProShares S&P Technology Dividend Aristocrats ETF (TDV) a Strong ETF Right Now?

Why Is MCHP Stock Surging Premarket Today? 

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The chipmaker forecast 65% growth in its data center business to nearly $500 million in 2026. 


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<ul class="summary-bullets"><li>Microchip said its dedicated data center business generated $302.7 million in revenue in 2025.</li><li>The company added that its broader data center and computing segment contributes about 18% of total revenue.</li><li>Microchip plans selective price increases across its product portfolio to offset rising supplier and operating costs.&nbsp;</li></ul><p>Microchip Technology (MCHP) is rising premarket on Tuesday after the company&nbsp;disclosed new details about its data center-focused operations, highlighting strong growth expectations as demand for computing infrastructure continues to expand.&nbsp;</p><h2 class="st-heading-2">MCHP’s Strong Revenue And Growth Outlook</h2><p>The Arizona-based semiconductor company said its dedicated data center business generated $302.7 million in revenue during calendar year 2025.&nbsp;</p><p>The company also added that the data center business is on track to approach $500 million in 2026, a 65% expected year-on-year growth.&nbsp;</p><p>Microchip President and CEO Steve Sanghi said the company's broader data center and compute segment accounts for roughly 18% of total revenue. That category includes a range of products such as microcontrollers, analog chips, power-management solutions, timing products, memory offerings, security technologies and client PC-related sales.</p><p>Within that larger segment, the dedicated Data Center Solutions Business Unit focuses exclusively on products designed for server and data center environments.&nbsp;</p><p><a href="https://stocktwits.com/symbol/MCHP">Microchip Technology stock&nbsp;</a>traded over 6% higher in Tuesday’s premarket.&nbsp;</p><h2 class="st-heading-2">MCHP Plans Price Changes&nbsp;</h2><p>Microchip said it plans to raise prices on some products and expects the move to have no impact on its previously issued outlook for the first quarter of fiscal 2027.</p><p>“Having concluded that these cost increases are broad-based and cannot be fully absorbed by us, we have made the decision to implement price increases selectively across our broad product portfolio. We are working on the specifics and will be communicating that to our customers,” said CEO Steve Sanghi.</p><p>He cited rising supplier and operational expenses as the primary reason for the move.&nbsp;</p><h2 class="st-heading-2">Microchip’s&nbsp;Board Change And Investor Events</h2><p>Separately, Microchip appointed Mitch Little, a former senior executive at the company, to its board of directors effective June 1.&nbsp;</p><p>Also, the company is scheduled to address investors at the Bank of America Global Technology Conference on June 2 and the Evercore Global TMT Conference on June 3.</p><h2 class="st-heading-2">What MCHP Retail Traders Are Saying&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/capitalthinktank/message/655034711">said</a>, “<a href="https://stocktwits.com/symbol/MCHP">$MCHP</a> is quietly turning into a data center growth story,” and added, “What stands out is positioning. Data center and compute is already 18% of total revenue and still expanding. On top of that, they are signaling selective price increases to offset cost pressure, which supports margins if demand holds.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/flychicken1991/message/654888310">said</a>, “Microchip saying the inventory slump is nearing an end while data-center wins build is an early cycle-turn signal.”</p><p>MCHP stock has gained over 43% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bernie-sanders-big-ai-legislation-anthropic-open-ai-mega-ipo-loom-through-a-one-time-50-tax/cZ0iAJhRewG">Bernie Sanders Wants You To Own Half Of Big AI As Anthropic, OpenAI Mega IPOs Loom: ‘Through A One-Time 50% Tax’</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Microchip Technology logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 17, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Microchip Technology (MCHP) is rising premarket on Tuesday after the company&nbsp;disclosed new details about its data center-focused operations, highlighting strong growth expectations as demand for computing infrastructure continues to expand.&nbsp;

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The Federal Reserve announces its rate decision Wednesday, October 28 at 2:00 PM ET, followed by Chair Kevin Warsh’s press conference at 2:30 PM, after raising rates by a quarter point to 3.75%-4.00% in September, its first hike since 2023. What do you think the Fed decides on Wednesday? Vote and explain your reasoning in the comments.

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