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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 sharp rally has no confirmed company-news catalyst; traders are focused on anticipation of the REGAL Phase 3 final analysis, which is triggered at 80 survival events after the last disclosed count of 78. Some interpret the CEOs anniversary message and SELLASs planned ASH presence as signs of a potential buyout, while others call that speculation and see the move as a rebound or possible short covering.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly earnings report is the dominant focus, with traders watching guidance, subscriber engagement and advertising growth amid concerns about competition and a prolonged share-price decline. Many expect further weakness, while bulls argue pessimism is already priced in and see room for a rebound if results or the outlook are stronger than feared.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is drawing attention as traders position around the full Phase 3 melanoma results for its personalized cancer vaccine, intismeran, with Merck; the prior positive topline result has fueled a sharp rally. Bulls see validation of a broader oncology platform, while skeptics warn that expectations and valuation are stretched and debate a possible sell-the-news reaction.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs sharp rebound is being attributed by traders to possible short covering and anticipation of upcoming DM1 and FSHD siRNA data, with Arrowheads RNAi results cited as supportive context. No new Sarepta catalyst is confirmed in the discussion, and some traders view the move as technical or part of broader biotech strength.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a steep selloff in AI-data-center and neocloud stocks, as traders debate financing risks and whether sector-wide concerns apply to the company. Co-CEO Daniel Roberts comments that data centers were built with cash and customer prepayments help fund GPU costs have reassured some bulls, while others remain concerned about dilution, execution and IRENs weak performance versus peers.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings beat and new share-repurchase authorization are being overshadowed by a narrowed full-year profit outlook whose midpoint was unchanged, prompting a sharp selloff. Traders are split between viewing the buyback and stronger cash-flow outlook as support and seeing cautious guidance, lower U.S. sales, and cost pressures as reasons for the decline.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solanas volatile pullback and bounce amid broader crypto weakness are driving discussion, with traders watching support and Bitcoins direction. Dip-buyers are accumulating and staking, while bearish traders warn the recovery may fail and expect further downside.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA is drawing attention ahead of its Q3 earnings report, with traders watching whether ASCENIVs growth can offset continued weakness in BIVIGAM and restore confidence in the companys outlook. Some point to improving share-price momentum and buybacks, while others remain cautious because of the earlier short-seller allegations and questions about growth visibility.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriads agreement to sell its prenatal testing business to Labcorp is driving the sharp rally, with traders viewing the cash transaction as a potential balance-sheet and strategic reset. Bulls welcome the deal and momentum, while skeptics argue the sale removes a revenue-generating business and leaves concerns about declining operations and debt; the transaction remains subject to approval.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

A sharp post-earnings selloff, despite a quarterly beat, has put Intuitive Surgicals growth outlook in focus: traders cite slower U.S. da Vinci procedure growth and guidance that did not improve, alongside valuation concerns. The community is split between buying the pullback on the companys robotic-surgery moat and recurring revenue, and waiting amid worries about competition and further growth deceleration.

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Forget AI – This Macro Risk May Be The Biggest Threat To Bitcoin's Rally Right Now, Says Analyst

Cryptocurrency

Analyst points to increasing concerns over Federal Reserve credibility, rising long-term Treasury yields, and the potential unwinding of yen carry trades as major risks for Bitcoin.


FalconX To Acquire 21Shares In Push Toward Crypto ETF Expansion: Report

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Robinhood Stock In Focus After Entry Into Wealth Advisory With TradePMR Buy: Retail Stays Upbeat

Robinhood said it sees the $7 trillion RIA market as a major growth opportunity.


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Neutral Sentiment

<ul class="summary-bullets"><li>Bitcoin slid on Monday even as the AI-boosted risk appetite was strong,</li><li>Analysts at Bitunix say rising bond yields and tighter liquidity pose a bigger threat to crypto than AI itself.</li><li>Investors are watching key economic reports, alongside earnings from Palantir, AMD and SpaceX, for broader market direction.</li></ul><p>Bitcoin (BTC) slipped on Monday as investors looked past AI-driven optimism and focused instead on a growing threat to risk assets reducing global liquidity. While concerns over a potential Coldcard wallet exploit and Friday's spot Bitcoin exchange-traded fund (ETF) outflows weighed on sentiment, Bitunix analysts argued that the threat is not driven by those factors but by other macro factors at play.</p><p>The analyst has warned that rising bond yields, concerns about the credibility of the Fed, and a possible unwinding of yen carry trades pose a much bigger risk to Bitcoin’s rally in the coming months.&nbsp;</p><h2 class="st-heading-2">AI Is Not The Main Risk Factor Anymore</h2><p>Chen pointed to strong performances from Microsoft (MSFT), Google (GOOG), and Amazon (AMZN) that helped spur a rebound in semiconductor stocks, while South Korea’s semiconductor exports soared almost 180%&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/koru-etf-rips-higher-even-as-kospi-slides-economist-says-south-korea-s-benchmark-is-more-volatile-than-bitcoin/cZoTbxQRJ5s">on-year and the KOSPI saw</a> its best single-day gain on record. The market is not questioning the long-term growth story around AI, Chen said, adding that investors are more concerned about “whether AI investments can generate sustainable revenue growth.”</p><h2 class="st-heading-2">Rising Bond Yields Put Pressure On Risk Assets</h2><p>Confidence in the Federal Reserve's inflation-fighting credibility is coming under pressure, and investors are demanding a higher risk premium, the analyst said. He cited multi-year highs in long-dated U.S. Treasury yields and said higher discount rates may put pressure on valuations in both technology stocks and cryptocurrencies, as inflation rises, even as the Fed has decided to keep rates unchanged. “Although the Fed kept rates unchanged, three officials publicly supported a rate hike,” said Chen.</p><h2 class="st-heading-2">Why The Yen Carry Trade Matters</h2><p>The analyst said that Japan and the U.S. might be working together to support the yen, which could speed up the end of yen carry trades and reduce one of the biggest sources of global liquidity. Historically, Japan has been one of&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bank-of-japan-rate-hike-could-put-bitcoin-under-stress/cLe4TJ3RE8C">the biggest sources of carry-trade</a> money.&nbsp;</p><p>The yen carry trade is an investment plan where investors borrow Japanese yen at low interest rates and invest in higher-yielding assets such as US stocks, bonds or cryptocurrencies. Investor unwinding of these trades can lead to selling across global risk assets, often when the yen strengthens or Japanese interest rates rise.</p><p>If policymakers continue to intervene to curb the yen's decline, investors might start to unwind yen-funded positions, which could lead to tighter global liquidity conditions, the analyst said.</p><p>On Stocktwits, one user said that the US Treasury and Japan’s treasury could further weaken the dollar. Historically, if the dollar weakens, it has been bullish for Bitcoin.&nbsp;</p><p><stembedurl>https://www.stocktwits.com/DeFi_Wookie/message/660719595</stembedurl></p><p><stembedurl>https://www.stocktwits.com/DeFi_Wookie/message/660720424</stembedurl></p><p><a href="https://stocktwits.com/coins/bitcoin">Bitcoin's price</a> was trading down by 0.7% during the past 24 hours. On Stocktwits, retail sentiment around BTC remained in the 'bearish' zone over the past day. However,iIn the past seven days, chatter around the apex cryptocurrency rose over 52% on the platform.</p><h2 class="st-heading-2">AI Earnings Still Matter&nbsp;</h2><p>Investors will be closely watching this week's ISM manufacturing and services surveys, JOLTS job openings, ADP employment report, nonfarm payrolls data and earnings from companies including&nbsp; (PLTR), AMD (AMD), and SpaceX (SPCX) for clues about the strength of AI investment and the broader economy, said Bitunix analyst Dean Chen.&nbsp;</p><h2 class="st-heading-2">US-Iran Conflict: The Geopolitics Layer Of Risk</h2><p>However, Bitcoin’s fate is dependent on the geopolitical climate as much as the Federal Reserve and Bank of Japan’s rate decisions. While there has been some progress in negotiations between the United States and Iran, no lasting agreement has come to fruition on the Strait of Hormuz, Chen said.&nbsp;On Sunday, President Donald Trump canceled the strikes on Iran, adding that the U.S. is “holding” what would have been a “massive attack,” but that it could still happen “anytime we want.”</p><p>Within Iran and Israel, meanwhile, there is no movement off their positions, and no resolution has been reached that could impact the energy supplies, wrote Chen. As long as there is uncertainty over global energy transportation, the Fed is likely to remain sensitive to risks of inflation, he added, especially if higher energy costs begin to feed through to broader consumer prices.<br><br><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/strategy-mstr-stock-falls-299-bitcoin-transfer-sale-rumors/cZoT9PJRJd7"><strong>Is Strategy Selling Bitcoin Again? MSTR Stock Falls After 299 BTC Reportedly Moves To New Custody Wallet</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, Bitcoin course's graph is seen on the Coincheck cryptocurrency exchange application on February 16, 2018 in Paris, France.. (Photo Illustration by Chesnot/Getty Images)

Analyst points to increasing concerns over Federal Reserve credibility, rising long-term Treasury yields, and the potential unwinding of yen carry trades as major risks for Bitcoin.

Bitcoin Bulls May Be Watching The Wrong Charts, According To This Analyst

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SpaceX ($SPCX) reports earnings after the close today. What do you expect?

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