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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 guidance that topline results from its Phase 3 REGAL trial of GPS in AML are expected in November, following the trials 80th event and move into final analysis, is driving attention. Traders are largely bullish and debating whether the after-hours move reflects short covering or a rumored leak, while some caution that the results are still pending and the trial could fail.

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

A widespread Microsoft 365 and Outlook outage prompted complaints about disrupted work and speculation about a cyberattack, though no hack was established. More recent trading debate centers on Anthropics Claude workplace tools and whether they threaten Office and Copilot; some traders see competitive pressure, while others argue Microsofts enterprise integration makes displacement difficult.

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

Candel pushed its planned prostate-cancer BLA filing to mid-2027 while refining assays in ongoing FDA discussions, prompting a sharp selloff and concern about management credibility, especially given the CEOs earlier share sale. Traders disagree on the implications: some see a serious execution and potential dilution risk, while others view it as a manufacturing-related delay that leaves the clinical data intact and call the decline an overreaction.

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 earnings beat expectations and the company raised its outlook, with stronger AI-infrastructure demand reinforcing the networking-growth story. Traders are divided over the muted, volatile share reaction: some see solid results and guidance, while others cite profit-taking and questions about margins, inventory, and whether AI orders translate into sustained demand.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Reported Samsung discussions to acquire Modine have sparked takeover speculation, with traders debating whether a deal will materialize and whether any offer would deliver a meaningful premium. Some welcome a potential buyout, while others caution that talks are ongoing and no agreement has been announced.

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 post-earnings rally is drawing attention after strong revenue growth, raised full-year and Q4 guidance, and reports of a new Microsoft agreement. Bulls focus on the growth outlook and speculate about short covering, while skeptics point to the wider-than-expected loss, heavy spending, and whether the rally can hold.

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

A sharp selloff followed Cardinals weak third-quarter results, steep margin compression, withdrawal of its 2026 outlook, and notice that its CFO plans to leave. Traders are split between seeing a potentially fixable project-cost and management problemand viewing the drop as overdone given the companys cash position and authorized buybackwith some questioning whether the buyback will actually be used.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals strong quarterly results and raised outlook are drawing attention, alongside Plaquemines move into commercial operations and the companys planned AI data-center power business. Traders are also watching for a possible Qatar LNG supply agreement; bullish views on growth and energy demand are balanced by concerns about debt, execution and the long-term AI spending plan.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,111,281. The last known price of Bitcoin is 71,086.72423286 USD and is down -3.89 over the last 24 hours. It is currently trading on 12779 active market(s) with $28,515,435,687.36 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins continued selloff and breakdown of key support dominate discussion, with traders pointing to risk-off pressure, tech weakness, ETF outflows and leveraged-long liquidations. Many expect further downside, while others see oversold conditions as a buying opportunity.

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 earnings miss and lowered 2026 outlook have intensified concerns about declining sales, debt and dividend safety, with bearish traders warning of further deterioration. Others view the selloff as overdone and point to heavy short interest and potential asset sales as reasons for a rebound, though buyout and short-squeeze claims remain speculation.

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Can Trump Make Manufacturing Great Again? 11 Stocks Retail Is Closely Watching

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The ISM’s manufacturing PMI has been below the “50” cut-off mark that separates expansion and contraction for 23 of the 24 months since Nov. 2022


Tellurian Shareholders Say Yes To Acquisition By Woodside, While Retail Says No With ‘Extremely Bearish’ Outlook

In July, Tellurian had announced that Woodside will acquire all outstanding shares of the firm for $1 per share in an all-cash transaction.

Tellurian is an oil and gas exploration and production company, developing a portfolio of natural gas production, LNG marketing, and infrastructure assets that includes an LNG terminal facility and related pipelines.

Tellurian Inc

Bullish Sentiment

The manufacturing sector has been in a recession since November 2022, according to the Institute for Supply Management’s (ISM) manufacturing purchasing managers’ index (PMI). There could be light at the end of the tunnel, with a new administration taking charge in a little under three months following Donald Trump’s convincing win in the 2024 presidential election.Down In DumpsThe ISM’s manufacturing PMI has been below the “50” cut-off mark that separates expansion and contraction for 23 months since Nov. 2022 and barely expanded in a month in the interim (March 2024).<figure class="image"><img style="aspect-ratio:1182/532;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/ism_ycharts_e9baa61ddf.png" alt="ism-ycharts.png" width="1182" height="532"><figcaption>Source: Y Charts</figcaption></figure>The latest manufacturing PMI reading came in at 46.5 for October, which marked the fastest contraction since July 2023.Timothy Fiore, chair of the ISM, said,&nbsp;“U.S. manufacturing activity contracted again in October, and at a faster rate compared to last month. Demand continues to be weak, output declined, and inputs stayed accommodative.”He attributed the predicament to contractions in new orders and backlog of orders, and depressed customer inventory levels."Demand remains subdued, as companies continue to show an unwillingness to invest in capital and inventory due to concerns (for example, inflation resurgence) about federal monetary policy direction in light of the fiscal policies proposed by both major parties," Fiore said.The manufacturing sector’s contribution to GDP has been on the decline, accounting for just 10% of the total GDP in the second quarter of 2024.<figure class="image"><img style="aspect-ratio:1320/450;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/fredgraph_manufact_f106ee66ae.png" alt="fredgraph - manufact.png" width="1320" height="450"><figcaption>Source: St. Louis Fed</figcaption></figure>Revival In CardsIn a campaign speech in North Carolina in late September, Trump&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://tribune.com.pk/story/2498698/trump-promises-us-manufacturing-revival-in-north-carolina-speech">promised</a> to bring about a “manufacturing renaissance” by reducing taxes, reducing energy costs, and easing regulations to attract jobs from other countries.Fund manager Louis Navellier said in a recent note to clients that the manufacturing sector is on track to turn around.If the new administration can help the sector to expand via tariffs against unfair competition overseas and work toward lowering energy prices, and the Federal Reserve reduces rates, the U.S. manufacturing sector can gain a competitive advantage vis-a-vis the other nations, he said.“In theory, the U.S. should experience a manufacturing boom, especially if the natural gas industry booms and helps expand the U.S. utility grid,” Navellier said.Retail interest in the manufacturing sector has increased amid these geopolitical developments.&nbsp;Here are the most widely-tracked industrial stocks on Stocktwits and their watcher count:Boeing Co. ($BA): 188,825General Electric Co. ($GE): 151,848Caterpillar, Inc. ($CAT): 31,052Lockheed Martin Corp. ($LMT): 30,114Tellurian, Inc. ($TELL): 25,3733M Co. ($MMM): 23,617SunPower Corp. ($SPWR): 23,270RTX Corp. ($RTX): 20,148Deere &amp; Co. (DE): 12,158Kratos Defense &amp; Security Solutions, Inc. ($KTOS): 12,158Axon Enterprises, Inc. ($AXON): 10,969Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/altimmune-stock-gains-on-positive-regulatory-update-on-obesity-candidate/cJ45TcSRa9">Altimmune Stock Jumps As Obesity Drug Candidate Clears Key FDA Meeting: Retail Bulls Charge In</a>For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;

Manufacturing sector currently contribute to 10% of GDP.

The ISM’s manufacturing PMI has been below the “50” cut-off mark that separates expansion and contraction for 23 of the 24 months since Nov. 2022

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