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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

The upcoming Phase 3 REGAL trial readout for SELLASs AML treatment GPS dominates discussion, with traders focused on the binary clinical catalyst. Bulls anticipate strong results, while skeptics cite the stocks sharp volatility and warn of failure risk or a sell-the-news reaction; claims of short-term manipulation remain speculation.

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.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp after-hours drop drew attention as traders linked the move to the FAAs nationwide ground stop after communications problems, while speculation about a cyberattack or AI involvement remained unverified. The discussion also reflected wider pressure on tech and AI stocks tied to uncertainty around Nvidia, with traders divided between seeing the selloff as an overreaction and expecting further weakness.

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

Rivians volatile, weak share performance is driving debate, with traders blaming heavy short-selling and persistent selling pressure while bulls point to improving deliveries, the R2 ramp, and upcoming autonomy developments. Sentiment remains split between concern over cash burn and execution and hopes that the companys growth initiatives can improve its outlook.

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

Reported takeover discussions involving Silver Lake and Saudi Arabias PIF are driving speculation, though no deal is confirmed; traders disagree over whether a potential offer would undervalue Unity. The interest is reinforced by strong quarterly results and the companys first GAAP-profitable quarter, with bullish call activity and breakout chatter alongside skepticism about the rally.

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 selloff is being tied to its earnings outlook and delays in activating third-party data-center capacity, which push expected revenue into a later period and have prompted analyst price-target cuts. Traders are divided between viewing the execution and heavy-capex concerns as a reason for further downside and treating the drop as an overreaction, with broader weakness in AI and neocloud stocks adding pressure.

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

Reports of an FAA nationwide ground stop tied to air-traffic-control communications problems are drawing attention to AAL, with traders discussing possible departure delays and rerouting. Some characterize the disruption as brief, while speculation about its cause remains unverified.

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.

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 is driving debate over Nvidias leadership transition, with traders speculating about his return and possible successors while others worry about leadership uncertainty and scrutiny of chip exports to China. Bulls argue Nvidias business remains strong and point to earnings, while bears see unresolved risks weighing on confidence.

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 stronger-than-expected quarterly results and raised full-year outlook, driven largely by demand for its Wegovy pill, have fueled renewed buying interest. Traders are debating whether the oral drugs momentum can support a sustained recovery amid Lilly competition and concerns about Novos execution.

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Prediction: $500 a Month Invested in Taiwan Semiconductor Manufacturing Will Be Worth This Much by 2030

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Nvidia’s Jensen Huang Resigns As CEO With CFO Colette Kress To Step In: Analyst Compares To Apple’s ‘Steve Jobs Moment’

Equity

Nvidia said Jensen Huang has resigned as president, CEO, and a board member, effective immediately.


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TSMC reported 3Q26 revenue of NT$1.49T, up 50.9% year over year; net income was NT$763.06B, up 68.7%, diluted EPS was NT$29.43, and gross margin was 66.4%.

TSMC cited gross-margin dilution during the initial N2 ramp, lower non-operating gains without prior-quarter VIS share gains, and risks from intense competition and significant-customer orders.

TSMC reported quarter-over-quarter revenue growth supported by strong leading-edge demand, advanced technologies at 79% of wafer revenue with 2nm at 8%, and free cash flow of NT$476.56B.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Neutral Sentiment

<ul class="summary-bullets"><li>CFO Colette Kress will serve as interim CEO while keeping her CFO role</li><li>The board has started a search for a permanent CEO.</li><li>Harvey C. Jones, a former CEO and executive chairman of Synopsys, was named the board’s first-ever chair.</li></ul>Nvidia (NVDA) announced on Thursday that Jensen Huang has resigned as chief executive, president and member of the board, effective immediately.The company said chief financial officer (CFO) Colette Kress would step in as interim chief executive officer (CEO), while continuing in her previous role, until a permanent successor is named. Nvidia added that its board plans to consider internal and external candidates for the post.“NVIDIA’s strength has always come from its people, and together with our leadership team, I am committed to building on the extraordinary foundation Jensen created over the last 33 years,” said Kress. “We will continue advancing the work that has made NVIDIA a leader in accelerated computing and AI, and execute on the opportunities ahead. Our focus remains on serving our customers, partners, developers and shareholders.”&nbsp;Harvey C. Jones, a former CEO and executive chairman of Synopsys, was named the board’s first-ever chair.<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA stock</a> was down as much as 13% in morning trade, hitting an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-hit-lowest-level-in-a-year-dan-ives-values-nvidia-at-225-without-jensen-huang/cNGzMuWR9aO">over-one-year low</a>&nbsp;and on track to log its biggest single-day&nbsp;drop since January 2025, when&nbsp;it fell over 16%. Its market capitalization fell below Microsoft's (MSFT) valuation.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261112_090936964_4bfb7dec0e.png" alt="koyfin_20261112_090936964.png" width="2400" height="1240"><figcaption>NVDA stock single day gains/losses since January 2025 on November 12 as of 9:00 a.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Analysts React To Nvidia CEO Exit</h2>Huang’s exit comes after The New York Times&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-board-is-reportedly-planning-to-oust-jensen-huang-over-chinese-spy-employee-misconduct-investigation/cNGx5ivR994">reported</a> on Wednesday that he had a second extramarital relationship with an executive, and The Wall Street Journal reported that the board was preparing to oust him.&nbsp;On CNBC, Wolfe Research’s Chris Caso said Huang’s exit was not a surprise. “This is not how you want it to end. But as you said, it’s not a surprise this morning at this point,” he said.“You know it’s sort of like the Apple Steve Jobs moment,” Caso added. “There’s going to be somebody new that’s not Jensen, but you know, it’s not necessarily over.”He said the industry is short of supply, and he pointed to Nvidia’s backlog as a cushion. “Nvidia sold out through the end of next year. The roadmap is set,” Caso stated. He said the key question is who replaces Huang, and that Kress is a good interim choice.CNBC’s Jim Cramer said the exit “had to happen.” He said Kress knows the business and has long been the company’s public voice. “I think she’s going to be terrific at trying to figure out where the pieces are,” Cramer said. “She’ll provide some needed order.”<h2 class="st-heading-2">Colette Kress Takes Over As Interim CEO</h2>The company said Kress will retain her role as executive vice president and CFO while serving as interim CEO. She joined Nvidia in September 2013.&nbsp;Before that, Kress spent nearly 25 years in finance roles at technology companies, including Cisco (CSCO) and Microsoft (MSFT). Nvidia said she has led the finance team and played a key role in the company’s growth.<h2 class="st-heading-2">Harvey Jones Named Nvidia’s First-Ever Board Chair</h2>The board named Harvey C. Jones its first-ever chair. Jones has been an entrepreneur, technology executive and venture investor for more than 30 years. He was previously CEO and executive chairman of Synopsys.“Colette has helped lead NVIDIA through a period of extraordinary growth and has a deep understanding of our business, customers, operations and financial position,” Jones said.&nbsp;He added that the board has “full confidence” in her and the leadership team. “We expect the company’s operations, customer commitments and product roadmap to continue without interruption,” Jones stated.<h2 class="st-heading-2">Chip Stocks Fall, While AMD, Broadcom Rise</h2>Nvidia confirmed that it will still report its fiscal third-quarter 2027 results on Tuesday next week, after market close. Wall Street is expecting the company to report earnings of $2.47 per share on revenue of $109 billion.Huang's exit hit other chip and AI stocks in morning trade. Taiwan Semiconductor Manufacturing (TSM) dropped over 5% and Alibaba (BABA) fell almost 6% on concerns over export controls. iShares Semiconductor ETF (SOXX) was down nearly 3%.&nbsp;Advanced Micro Devices (AMD) and Broadcom (AVGO) bucked the broader trend and rose, as investors bet that Nvidia’s turmoil could push more business to its rivals.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> was up 1.3%, while&nbsp;<a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> gained over 4%.On Stocktwits, retail sentiment around AVGO rose to ‘extremely bullish’ from ‘bullish’ over the past day, while sentiment around AMD remained in the ‘bullish’ zone. Both saw chatter at ‘high’ levels.<h2 class="st-heading-2">How Did Retail React To Huang’s Exit?</h2>Nvidia was the top trending ticker on Stocktwits at the time of writing. Retail sentiment around NVDA stock trended in ‘extremely bullish’ territory over the past day, accompanied by chatter at ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_12_093808_ea5ee3d88d.png" alt="Screenshot 2026-11-12 093808.png" width="1278" height="688"><figcaption>NVDA stock retail sentiment on November 12 as of 9:35 a.m. ET | Source: Stocktwits</figcaption></figure>Some retail traders on the platform shared concerns over Nvidia not having a clear succession plan in place, while others worried if the stock’s reaction could lead to a “major AI correction.”<stembedurl>https://stocktwits.com/TradeTuik/message/668912150</stembedurl><stembedurl>https://stocktwits.com/TickerTruth/message/668912140</stembedurl>A number of analysts cut their price targets on the stock ahead of Huang’s exit, with many expecting the “leadership overhang” to weigh on the shares for a while. According to Dan Ives, NVDA stock would be worth $225 without Huang at the helm.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-falls-below-73-k-for-first-time-since-august-amid-nvidia-rout/cNGzD5IR9aW">Bitcoin Falls Below $73K For First Time Since August: Michael Van De Poppe Wants One More Flush Before Buying The Dip</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Co-founder and chief executive officer of Nvidia Corp., Jensen Huang attends the 9th edition of the VivaTech trade show at the Parc des Expositions de la Porte de Versailles on June 11, 2025, in Paris.

Nvidia (NVDA) announced on Thursday that Jensen Huang has resigned as chief executive, president and member of the board, effective immediately.

Nvidia’s Jensen Huang Resigns As CEO With CFO Colette Kress To Step In Until Permanent Successor Is Named

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