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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 CEO Angelos Stergious 15th-anniversary LinkedIn post prompted speculation that its next chapter language hinted at REGAL trial news or a buyout, while skeptics viewed it as routine reassurance. The main focus remains the blinded Phase 3 REGAL trial, last publicly reported at 78 of the 80 deaths needed to trigger final analysis; neither the outcome nor a potential deal is confirmed.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep decline to new lows is being discussed alongside concerns about Trumps falling approval and the approaching midterms, with traders also pointing to weak business fundamentals and Truth Social engagement. The conversation is overwhelmingly bearish, though some see the selloff as a potential trading opportunity.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Interim ARO-MAPT results showing substantial tau reduction after subcutaneous dosing have renewed attention on Arrowheads potential to deliver RNAi therapies across the blood-brain barrier. Many traders view the data as important validation of the platform, while others are frustrated by the muted share-price reaction and note that the results are early biomarker data, not evidence of clinical benefit.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is under pressure amid a broader AI-infrastructure selloff, with traders focused on its heavy debt, financing costs and the risk that capital needs could outpace returns. Bears warn of dilution or distress, while bulls point to AI-compute demand, contracted backlog and dip buying as reasons the business could withstand the strain.

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

GM is drawing attention ahead of its Q3 earnings report, with traders weighing mixed options positioning and bracing for an event-driven move. Discussion centers on whether pricing and vehicle mix can offset weaker sales and steep declines in EV demand.

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 steep post-IPO selloff dominates discussion, with traders citing successive insider and IPO lockup share releases and a TD Cowen price-target cut, alongside concerns about OpenAI customer concentration, Nvidia competition, and the companys ability to scale. Bears see continued selling pressure and execution risks, while bulls argue the stock is oversold and point to its cash position, backlog, and wafer-scale technology.

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

Nvidia is drawing attention amid a sharp semiconductor pullback and rebound, with traders debating whether AI infrastructure spending and debt-backed data-center expansion can generate adequate returns. Bearish concerns about financing and profitabilityespecially around CoreWeavecontrast with dip-buyers pointing to continued compute demand and Nvidias quantum-computing work.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers climb toward a new 52-week high is drawing attention, with traders citing defensive-sector rotation and pipeline progress, including upcoming IDWeek presentations, as possible support. Bulls see momentum building, while skeptics point to repeated resistance near a major round-number level and question whether the rally has a durable catalyst.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo is drawing attention for sharp, high-beta swings after a steep pullback, with traders debating whether the weakness reflects broader pressure on AI and semiconductor stocks or company-specific concerns such as insider selling and valuation. Bulls point to continued AI data-center demand for its connectivity products and view the dip as a buying opportunity, while others remain cautious about volatility and execution risks in its optical expansion.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is drawing attention amid a steep selloff that traders link to weakness across space stocks, SpaceX competition, and delays to NASAs CLPS decisions. The debate is whether the pressure is mainly sector-wide or reflects company-specific concerns about dilution, cash burn, execution, and disappointing results, while some investors see the backlog and future lunar missions as reasons to keep buying.

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Palantir's Growth Story Gets a Goldman Boost: ETFs to Consider

Palantir's rally gains steam as Goldman Sachs turns bullish and Dan Ives names it a top tech pick for 2027. Here we present some ETFs that offer exposure to PLTR.

Beyond Lockheed's $3.5B Buyout: Naval Consolidation Reshaping Defense ETFs

LMT's $3.45B Ultra Maritime deal highlights a broader naval defense consolidation wave, making defense ETFs a diversified way to gain sector exposure.

GM, LMT Stocks Gain Overnight: General Motors, Lockheed Martin Reportedly Working On Weapons Parts Partnership 

Equity

The development comes amid growing worries over America’s missile reserves.


GD Stock Eyes Best Week In A Year – What's Fueling The Momentum? 

Strong earnings, along with a steady backlog, have invoked investors’ confidence. 


Tidal Trust III - U.S. Defense ETF

Neutral Sentiment

<ul class="summary-bullets"><li>With conflicts in Ukraine and the Middle East straining missile inventories, officials are urging manufacturers to help increase output.</li><li>The talks could expand GM's role in defense through its GM Defense unit.</li><li>Lockheed Martin continues to benefit from rising defense spending, securing major contracts in June.</li></ul>Shares of General Motors (GM) and Lockheed Martin (LMT) moved higher in overnight trading after a report said the automaker is in early talks with the defense contractor to supply components for weapons systems, potentially expanding its footprint in military manufacturing.&nbsp;<h2 class="st-heading-2">GM, LMT Talks Amid Defense Supply Strain</h2>General Motors' discussions with Lockheed Martin are part of a broader U.S. government effort to ramp up domestic weapons production as global conflicts increase demand and supply chains remain under pressure.&nbsp;According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/autos/gm-in-talks-to-supply-weapons-parts-to-lockheed-martin-61c32cf5">report</a>,&nbsp;citing people familiar with the matter, the U.S. defense sector faces mounting pressure to replenish munitions inventories depleted by geopolitical tensions, including conflicts in Ukraine and the Middle East.&nbsp;Officials have been urging traditional manufacturers to help expand output, as established defense contractors struggle to meet rising demand for missiles and related systems.<h2 class="st-heading-2">GM’s Defense Ambitions</h2>For General Motors, the move marks a potential deepening of its involvement in the defense sector through its GM Defense unit, which it revived nearly a decade ago.&nbsp;The initiative shows that the government is looking to automakers as potential suppliers for military programs because they have large factories and strong experience in production and logistics.<a href="https://stocktwits.com/symbol/GM">General Motors stock</a> traded over 1% higher overnight on Monday. On Stocktwits, retail sentiment around the stock shifted from ‘neutral’ to ‘bearish’ the previous day.&nbsp;<h2 class="st-heading-2">LMT’s Presence From Fighter Jets To Space Systems&nbsp;</h2>Lockheed Martin has emerged as one of the biggest beneficiaries of rising defense spending after securing a series of major military contracts in June,&nbsp;cementing its position across aviation, space and naval defense programs.Among the largest awards announced this month is a $2.29 billion framework tied to support and sustainment services for the F-35 Lightning II fleet. The agreement strengthens Lockheed Martin's role not only as the manufacturer of the aircraft but also as a key provider of maintenance, logistics and operational support.In the space sector, the company received a contract valued at roughly $514 million to build additional GPS IIIF satellites for the U.S. Space Force to improve navigation capabilities.<a href="https://stocktwits.com/symbol/LMT">Lockheed Martin’s stock</a> edged 0.08% higher overnight, and retail sentiment shifted to ‘neutral’ from ‘bearish’ territory the previous day.&nbsp;Last week, the House Appropriations Committee unveiled a 2027 defense spending bill that would raise the Pentagon budget to more than $1 trillion, the largest in U.S. history and about $234 billion higher than the 2026 level.&nbsp;So far this year, GM and LMT stocks have gained over 3% and 9%, respectively.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cnc-stock-falls-as-centene-reportedly-eyes-employee-buyouts-amid-membership-decline/cZKfsojR73r">CNC Stock Falls 4% As Centene Reportedly Eyes Employee Buyouts Amid Membership Decline</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a General Motors logo seen displayed on a monitor. (Photo Illustration by Valera Golovniov/SOPA Images/LightRocket via Getty Images) 

Shares of General Motors (GM) and Lockheed Martin (LMT) moved higher in overnight trading after a report said the automaker is in early talks with the defense contractor to supply components for weapons systems, potentially expanding its footprint in mili

Lockheed Martin Corp.

Invesco Aerospace & Defense ETF

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