Jessica

Sharing breaking stock market news, real-time market updates, and in-depth, data-driven insights.📊

The content does not constitute investment advice.

[Jessica @Jessica869f]

$CADL Stifel lowered its price target on Candel Therapeutics Inc. (NASDAQ:CADL) to $19 from $22 while maintaining a Buy stock rating. The firm cited the company’s extension of its Biologics License Application submission timelines to mid-fiscal year 2027 from year-end 2026. The delay was announced alongside the company’s earnings and attributed to timelines associated with certain assay refinement.
Candel remains in dialogue with the FDA and continues to advance its BLA readiness work, including CMC and clinical modules. Biodistribution and shedding data recently presented at SITC remains on track, and the process-validation campaign for drug-substance at the company’s contract development and manufacturing organization has been executed, with validation batch testing ongoing.
The target primarily reflects delayed aglatimagene commercialization timelines, now expected in mid'28. The revision also incorporates a modestly lower regulatory probability of success and revised financing

[Jessica @Jessica869f]

$CRWV Jpmorgan Chase & Co reports 173.72% increase in ownership of CRWV / CoreWeave, Inc.

On November 12, 2026 - Jpmorgan Chase & Co filed a 13F-HR form disclosing ownership of 4,782,386 shares of CoreWeave, Inc. (US:CRWV) valued at $416,641,468 USD as of September 30, 2026. The entity filed a previous 13F-HR on August 12, 2026 disclosing 1,747,172 shares of CoreWeave, Inc.. This represents a change in shares of 173.72% during the quarter. The current value of the position is $270,611,312 USD.

[Jessica @Jessica869f]

$ASTS
AST SpaceMobile D2D SATELLITE LAUNCH TARGET SLIPS AGAIN
https://t.co/OW0WZFIcCI
ASTS previously aimed for 45 satellites in orbit by the end of this year, the number said to be needed for continuous US coverage, will now be delayed until mid-2027 pushing back when mobile operator partners, including AT&T and Verizon in the US, can expect to offer commercial mobile satellite direct-to-device (D2D) services. It has 13 in operation so far

According to ASTS revised timeline, the next batch of three satellites are waiting for SpaceX to set a launch date. Another three are expected to ship in November for a Blue Origin launch early in the first quarter next year, which would be the rocket company's first time back to the launch pad since the New Glenn explosion in May

A further five satellites, which would take the total up to 25, are expected to be launched in the first quarter next year for the US government mission, as part of the defense priorities and allocations system rated program.

[Jessica @Jessica869f]

$NBIS Nov 12 (Reuters) - AI cloud company Nebius(NBIS) on Thursday topped Wall Street estimates for third-quarter revenue and projected $12 billion to $13 billion in sales for 2027, powered by booming demand for its cloud computing infrastructure.

The Amsterdam-based company reported revenue of $981 million for the quarter ended September 30, compared with analysts' average estimate of $907.5 million, according to data compiled by LSEG.

However, its 2026 revenue forecast range of $3 billion to $3.4 billion was slightly lower than market estimates of $3.37 billion at the midpoint.

The company expects to break even on a pre-tax basis by the end of 2027

[Jessica @Jessica869f]

$ORCL

[Jessica @Jessica869f]

$NBIS

[Jessica @Jessica869f]

$KEEL
shorts just borrowed 7,600,000

[Jessica @Jessica869f]

$ONDS Let's go
Ondas reported record Q2 2026 revenue of $83.8 million, up 13-fold year-on-year, and raised its full-year 2026 revenue target to $525, $550 million. Management cited a $757 million pro forma backlog, an $11 billion pipeline and broad-based organic growth across defence, counter-UAS and ISR segments.
Record revenue of $83.8 million in Q2 2026, up 67% sequentially and more than 13x the prior-year period, driven by organic growth as well as acquisitions.
Full-year 2026 revenue guidance raised to $525, $550 million, supported by a pro forma backlog of $757 million and over $105 million in Q3 orders already captured.
Pro forma organic revenue growth of approximately 85% year-on-year in Q2; Sentrycs counter-UAS revenue up 298%, Airobotics up 112% and 4M up 258% on the same basis.
Adjusted EBITDA loss of approximately $51 million in Q2, with adjusted cash operating expenses at $93 million, reflecting heavy front-loaded investment in acquisitions, Palantir Foundry deployment continue

[Jessica @Jessica869f]

$SLS
Dr. Hagop Kantarjian. Chair of the REGAL Steering Committee. Principal Investigator at MD Anderson for the entire Phase 3.
Not some advisory board filler. The actual Chair of Leukemia at MD Anderson. The man behind 20+ FDA-approved leukemia drugs. 2,000+ peer-reviewed papers. One of the most cited hematologists on earth.
This is the guy who turned CML from a death sentence into a chronic disease. The guy who shaped modern ALL and AML treatment for decades.
And somehow he decided to put his name, reputation, and MD Anderson’s weight behind GPS and REGAL.

[Jessica @Jessica869f]

$IBRX ImmunityBio (IBRX) will present at two London conferences on Monday, November 16, 2026 during Life Sciences Week:
• UBS Global Biopharma — Presentation, 10:40–11:10 GMT Webcast
• Jefferies Global Healthcare — Fireside chat with Roger Song (Jefferies), 12:00–12:25 GMT Registration
CEO Richard Adcock will focus on the recent QUILT-2.005 results (ANKTIVA + BCG met primary endpoint in BCG-naïve NMIBC), global ANKTIVA expansion, and the broader platform.
This follows the Nov 9 positive topline (sBLA on track for year-end) plus mixed Q3 results (revenue +53% YoY to $48.7M but sequential softness and a miss; ~$334M cash; ongoing going-concern language). The stock sold off sharply on the revenue miss and lack of detailed trial numbers. The London events give management a chance to provide more color on the data, commercial outlook, and funding.

[Jessica @Jessica869f]

$CRWV

[Jessica @Jessica869f]

$RUM Cantor AI Conference - Conference Overview & Speakers
• Confirmed Speaker: Paolo Ardoino (CEO of Tether) is confirmed as a featured speaker alongside leaders like Satya Nadella (Microsoft), Sarah Friar (OpenAI), Michael Saylor (Strategy), and Brian Armstrong (Coinbase), among others.

• Core Themes: The three-stage event focuses on the intersection of AI infrastructure, energy demands, digital assets, fintech, and capital/regulation.

• Where to Watch: Live streams of the programming are being broadcast via Cantor's official LinkedIn and X (Twitter) channels. You can also find general event information on the Cantor Convergence Conference page.

[Jessica @Jessica869f]

A dedicated WhatsApp group for $TGTX holders is now online!

All investors holding $TGTX stock are welcome to join this exclusive group to discuss the stock and get the latest information.

Click this link and send "7" to jointhe group: https://t.co/a5R1Y4zU2T
#Stocks

[Jessica @Jessica869f]

$TGTX conservative launch 2028, at face value all ok. Then you remember MW recently talked about priority voucher and they have been stocking up... reasonable to think MW might surprise us.

Anyway, each day passing is a better day than us, our main competitor in the subq territory is facing bad news lately (pelacarsen, zolgensma), can't wait when they will present their inferior Kesimpta 2 months (which, for already explained reasons by other savvy investors - vinve, bennybc, yydvd, biomaven on twitter - might not be even able to succeed!). Only tailwinds for TGTX :)

[Jessica @Jessica869f]

$CMPS article in ELLE mentioning soon coming approval, and transformative treatment, mentioning $CMPS company name being the one who will provide the drug. Let’s get the wholw world to know about the depression treatment, that lets you connect to your feelings instead of blunting them. Many new interested investors to come next weeks and months, if these types of articles are going to be out there.
https://t.co/LbJBiwXvzu

[Jessica @Jessica869f]

$IOVA from "the gugle"

Overview

The last notable insider sale for Iovance Biotherapeutics, Inc. (IOVA) was reported on November 14, 2024, by director Ryan D. Maynard, who sold 50,000 shares at $10.06 per share for a total value of $503,000 (following an option exercise).

[Jessica @Jessica869f]

$CRWV

CoreWeave just proved the bears wrong. Revenue is up 168% to $3.66B, backlog is a record $132.5B, and operating income tripled in one quarter. Guidance was raised, $9B of customer prepayments is on the way, and 2027 capex can stay flat. The stock is trading at about half its recent highs, with roughly 26% of the float short, and it's already up about 9% through resistance with momentum accelerating. If the shorts are caught wrong, $65 and beyond is in play

[Jessica @Jessica869f]

$NLST What a fascinating story:

* the infringers tried to bankrupt Netlist - now, they pay Netlist lots of $$$
* instead of bankruptcy, Netlist will go for acquisitions
* Netlist guided for substantially higher earnings in Q4 - not only due to the Micron deal, but also because of the Sansung product supply agreement
* same will then happen once again with the SKH deal
* same with other licensing deals
* Chuck Hong has a clear strategy: memory in datacenters AND edge AI. To achieve it, they hire aggressively, collaborate with Samsung and will likely add know-how and ressources with specific acquisitions

I think we will see the SKH deal very soon and get more „surprises“ in the coming months.

Crunch the numbers, then extrapolate - you will see how GROSSLY undervalued NLST is.

[Jessica @Jessica869f]

$RKLB Clear Street raises Rocket Lab price target to $110 from $105 and maintains buy rating 🎯

[Jessica @Jessica869f]

$ONDS captured a purchase order for its Digital Bat tactical drones, marking a milestone toward large-scale production.https://t.co/7ZTTMyoyA5

[Jessica @Jessica869f]

$KEEL This is what Ben was talking about. This is on Cipher:
Cipher (CIFR / Cipher Digital) moved aggressively from Bitcoin mining into AI/HPC data-center colocation. In the early phase of that transition, management and tenants both prioritized speed: they signed long-term leases (10–15 years initially, later extended) before a full basis of design was locked in. This is explicit in the Q3 2026 earnings commentary:
Early leases were signed “before a basis of design was fully defined… to prioritize speed.”
Today the company is more deliberate—aligning on design requirements before signing and waiting until designs are roughly 30–60% complete for future deals.