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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 Phase 3 REGAL trial of GPS in AML has reached its final-analysis milestone, and management has guided to preliminary topline results in November, making the pending readout the main focus. Bulls anticipate strong results and a possible short squeeze, while skeptics emphasize that the outcome is still unknown and warn of downside if the data disappoint; claims of a leak or certain success remain speculation.

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 quarterly update is drawing attention for strong cloud growth and sharply higher forward revenue guidance, which sparked a rally and talk of a short squeeze. Traders are divided over the outlook: bulls focus on demand and growth prospects, while bears point to the larger-than-expected loss, heavy spending and questions about whether the gains can be sustained.

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

Candels prostate-cancer BLA timeline has been pushed to mid-2027 amid FDA discussions and assay refinements, prompting a sharp selloff. Traders debate whether this is a fixable manufacturing and regulatory delay with clinical data intact or a sign of execution and management concerns; the longer wait and potential dilution are also weighing on sentiment.

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

Anthropics Claude workplace tools, including Claude Sheets, have raised concerns that Microsofts Office and Copilot businesses could face new competition, weighing on sentiment toward MSFT. Traders disagree on the threat: some see a risk to Microsofts software moat, while others argue enterprise workflows are too deeply embedded for a quick switch; AI infrastructure spending and uncertain returns add to the debate.

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 fiscal Q1 results drew attention after the company beat estimates and raised its full-year outlook, including a higher AI infrastructure revenue target. Traders were split over the muted, volatile share reaction: some welcomed the strong results, while others questioned margins and whether AI orders will convert into durable revenue.

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.

Traders are reacting to a report that Samsung is in discussions to acquire Modine, though the messages do not establish that a deal has been reached. The community is debating whether a buyout would offer an attractive premium or undervalue the company, with some holders concerned about selling below prior highs.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A Q3 revenue miss and sequential slowdown in Anktiva sales have fueled a sharp selloff, with investors also criticizing the lack of an earnings call or clear guidance and debating cash needs and dilution risk. Bulls point to the positive BCG-nave trial result, expanded bladder-cancer label and sepsis research, but question whether those developments will translate into faster sales growth.

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 Q3 results, as weaker project margins, a reported loss and withdrawal of its 2026 outlook raised concerns about cost controls and management; the CFOs planned departure added to the uncertainty. Traders are split between viewing the decline as an overreactionciting the companys cash position and authorized buybackand fearing further losses or deeper operational problems.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials quarterly results and forward guidance dominate discussion: traders cite a strong earnings beat and upbeat outlook, but are frustrated that the shares barely responded and later fell. The reaction has sparked a sell-the-news debate, with some investors calling the good news priced in or questioning the guidances comparability, while others remain positive on chip-equipment demand.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

GTA VIs approaching launch and reports of preorders far above expectations dominate discussion, with traders treating the games sales potential as the main catalyst for Take-Two. Bulls see room for further gains, while skeptics argue expectations are elevated and debate whether the stock could sell off around launch, especially with the company keeping its outlook unchanged.

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Modine to Host Analyst and Investor Day on November 18, 2026

Modine to Host Analyst and Investor Day on November 18, 2026 Modine to Host Analyst and Investor Day on November 18, 2026PR NewswireRACINE, Wis., Nov. 12, 2026 Modine's executive leadership team will provide an update to the company'smulti-year growth strategy and new financial targets RACINE...

Is Most-Watched Stock Modine Manufacturing Company (MOD) Worth Betting on Now?

Zacks.com users have recently been watching Modine (MOD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Production of Airedale Chillers for Data Center Customers Begins at New Texas Facility

Production of Airedale Chillers for Data Center Customers Begins at New Texas Facility Production of Airedale Chillers for Data Center Customers Begins at New Texas FacilityPR NewswireRACINE, Wis., Nov. 11, 2026 RACINE, Wis., Nov. 11, 2026 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global...

Is It Worth Investing in Modine (MOD) Based on Wall Street's Bullish Views?

The average brokerage recommendation (ABR) for Modine (MOD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Modine Q2 Earnings Miss: Is the Stock a Buy, Hold or Sell?

Modine's Q2 earnings miss, shrinking margins, negative cash flow and rising debt overshadow strong data center demand. Is it time to sell the stock?

MOD Q2 Earnings Call Highlights Growth and Margin Recovery Plans

MOD raised its fiscal 2027 revenue outlook as data center demand surged, but rising material costs pressured margins. Can pricing and capacity expansion help?


Modine (MOD) Misses Q2 Earnings Estimates

Modine (MOD) delivered earnings and revenue surprises of -12.90% and +2.03%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Modine Reports Second Quarter Fiscal 2027 Results

Modine Reports Second Quarter Fiscal 2027 Results Modine Reports Second Quarter Fiscal 2027 ResultsPR NewswireRACINE, Wis., Nov. 3, 2026 Strong growth in Data Centers and Commercial HVAC segments supports higher full-year revenue outlook for core business following the spin-off of Performance...

Commercial Vehicle Group (CVGI) Lags Q3 Earnings Estimates

Commercial Vehicle Group (CVGI) delivered earnings and revenue surprises of -25.00% and +8.99%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Modine Stock Before Q2 Earnings: Smart Buy or Risky Move?

MOD faces a crucial Q2 earnings test as strong data center demand fuels growth, but supply disruptions, margin pressures and steep valuation cloud its outlook.


MOD Stock Extends Record Rally After Blowout Earnings, $4B AI Cooling Deal 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Modine reported Q4 revenue of $954.4 million, with earnings per share of $1.71, beating Street estimates.&nbsp;</li><li>The company’s Climate Solutions and Data Centers sales surged 87% and 158%, respectively.&nbsp;</li><li>Modine also bagged $4 billion long-term contract with a major hyperscale cloud customer.</li></ul>Modine (MOD)&nbsp; stock extended its rally overnight on Tuesday after reaching a record high of $323.25 in the regular session as investors responded to a combination of stronger-than-expected earnings and a multibillion-dollar customer agreement tied to artificial intelligence infrastructure.The company reported record fiscal fourth-quarter (Q4) and annual sales, as rising demand for data center cooling systems continued to reshape its business mix.&nbsp;<h2 class="st-heading-2">MOD’s Q4 Financial Performance&nbsp;</h2>For Q4, Modine generated $954.4 million in revenue, marking a 47% year-on-year increase. Net income also climbed 47% to $73.6 million, while adjusted earnings per share were $1.71.Both revenue and EPS surpassed the analysts’ consensus estimates of $920.68 million and $1.55, respectively, according to Fsical AI data.&nbsp;The company’s Climate Solutions segment produced particularly strong results, with sales jumping 87% to $665.9 million. Revenue tied to data center customers surged 158%, reflecting continued investment in AI server infrastructure and cooling capacity.Modine expects fiscal 2027 net sales growth between 20% and 35%, while adjusted EBITDA is projected to be in the range of $650 million to $680 million.“We took decisive action this year to advance our transformation, including the completion of three acquisitions in our Climate Solutions segment, the launch of the largest capacity expansion in our company's history to meet growing demand for our data center products, and the announced pending spin-off of the Performance Technologies business,” said President and CEO Neil D. Brinker.<h2 class="st-heading-2">MOD’s Massive AI Infrastructure Contract</h2>Modine also announced a long-term $4 billion deal with a major cloud company. The agreement, running from 2027 to 2029, will supply Airedale cooling systems for large AI-focused data centers.&nbsp;The deal is expected to generate about $1.3 billion in yearly revenue during the contract period. Modine also said the customer will make an upfront payment of $165 million.&nbsp;<h2 class="st-heading-2">MOD Retail Traders View&nbsp;</h2>On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume surged over 7,200% in 24 hours.&nbsp;A user&nbsp;<a href="https://stocktwits.com/JaneStreetEnthusiast/message/654447326">said</a>, “I’ve been in on<a href="https://stocktwits.com/symbol/AGX">&nbsp;$AGX</a> and<a href="https://stocktwits.com/symbol/MOD">&nbsp;$MOD</a> for about a year now, manufacturing and construction have absolutely f****** ripped for this AI buildout and not a single person on this app or Reddit ever mentions these stocks lol.”Another user&nbsp;<a href="https://stocktwits.com/AlphaShades/message/654432618">said</a>, “This thing should be up hella rn… announced a 4B deal AND smashed earnings.. with peg ratio of 1 and crazy eps growth of 60-70% cagr guide for the next 2 years…. Wildddd.”MOD stock has gained over 121% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nclh-stock-gains-overnight-ceo-bets-millions-on-recovery-after-demand-warning/cZggGNyReAW">NCLH Stock Gains Overnight: CEO Bets $2.5M On Recovery After Demand Warning</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Modine Manufacturing Company.

Modine (MOD)&nbsp; stock extended its rally overnight on Tuesday after reaching a record high of $323.25 in the regular session as investors responded to a combination of stronger-than-expected earnings and a multibillion-dollar customer agreement tied to

Modine’s strong fiscal fourth-quarter earnings and rapid growth in its AI business boosted investor optimism. 


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Traders are reacting to rapid, unexplained price spikes and questioning the stability of current valuation levels.

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