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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.

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.

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

CoreWeaves sharp selloff has focused discussion on its heavy debt, costly financing needs and insider selling, alongside concerns about broader weakness in AI infrastructure stocks. Traders are split between fears of dilution or default and hopes that contracted AI demand, analyst support and buying near recent lows could underpin a recovery.

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.

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 recent climb to a 52-week high is drawing attention as traders watch for a break above the $30 level, citing product and pipeline progress, including an expanded Tukysa indication and clinical updates. Bulls see a turnaround supported by defensive-sector interest and the dividend, while skeptics question the rallys durability given patent-expiration concerns and resistance near $30.

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 as traders position around its Q3 earnings report, with options activity reflecting uncertainty rather than a clear directional consensus. The debate weighs weaker vehicle sales and EV demand against expectations that pricing and product mix could support profitability.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCells Fit Energy data-center project and broader AI-driven demand for on-site power are fueling interest, alongside expectations for a manufacturing ramp and discussion of elevated short interest. Bulls point to the project pipeline and Alex Meruelos reported 7.5% stake, while skeptics question whether opportunities will become firm orders and profitable execution amid dilution and management concerns.

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 data showing substantial tau reduction after a subcutaneous dose has focused attention on whether Arrowheads RNAi platform can deliver treatments across the blood-brain barrier. Many traders view the results as important platform validation, while others are frustrated by the muted share-price response and debate how much value the CNS opportunity merits.

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.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths better-than-expected quarterly results and raised full-year outlook, alongside improved medical-cost trends, are driving attention. Bulls view the report as evidence of a turnaround and point to defensive-sector demand, while skeptics note the post-earnings selloff and lingering concerns about Medicare Advantage costs and regulatory risks.

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ACC Files SEBI Demat Compliance Certificate for March Quarter

The latest update is out from ACC Limited ( ($IN:ACC) ). ACC Limited has submitted to Indian stock exchanges the required quarterly certificate und...

Adani Group to invest Rs 33,000 crore in Odisha across power, cement, data sectors

The Adani Group on Wednesday announced fresh investments exceeding Rs 33,000 crore in Odisha, spanning digital infrastructure, power generation and cement manufacturing, reinforcing industry confidence in the state’s growth potential. The announcement was made during a state government event in Bhuinpur, Khurda, where 36 industrial projects worth over Rs 40,000 crore were inaugurated and launched. Speaking at the function, Karan Adani, Managing Director of Adani Ports and SEZ and Chairman of ACC Limited, detailed three major projects the group plans to execute in the state, in the presence of Chief Minister Mohan Charan Majhi. Highlighting the group’s long-standing presence in Odisha, Karan Adani said the new initiatives go beyond capacity expansion and reflect confidence in the state’s evolving economic landscape. Among the key projects is a data centre at Info Valley in Bhubaneswar, with an investment of around Rs 800 crore. The facility is expected to create about 200 skilled jobs and serve as a key hub for digital services, including artificial intelligence, cloud computing and e-governance.

ACC Limited shuts trading window ahead of FY26 results to meet SEBI norms

An announcement from ACC Limited ( ($IN:ACC) ) is now available. ACC Limited, a leading Indian cement and building materials producer within the Ad...

MP News: ACC Cement Company Slapped ₹2.30 Crore Penalty For Mining Without Green Nod

The Madhya Pradesh State Environment Impact Assessment Authority (SEIAA) has imposed a penalty of ₹2.30 crore on ACC Cement for carrying out mining without obtaining environmental clearance in Katni district between 2014 and 2018. The action follows a National Green Tribunal (NGT) order affirming SEIAA’s authority to levy penalties.

Adani’s ACC posts 346% jump in Q3 profit, records highest-ever volume

Representational Image Ahmedabad, Jan 28 : Cement major ACC Limited, part of the diversified Adani Portfolio, on Wednesday reported a standout performance for the quarter ended December 31 (Q3 FY26), with profit after tax (PAT) surging by 346 per cent (normalised basis) at Rs 380 crore year-on-year, with highest-ever quarterly revenue at Rs 6,483 crore -- up by 22 per cent. The company also recorded its highest-ever quarterly volume at 11.3 million tonnes, up 15 per cent (on-year). "We have sustained our growth momentum with another strong quarter, delivering our highest‑ever quarterly volumes. Higher trade and premium cement sales, alongside continued expansion in RMX, have supported better realisations than industry peers and strengthened our market position in core regions," said Vinod Bahety, Whole-Time Director and CEO, ACC Limited. The company’s momentum during the quarter reflects transformative steps, chief among which is the announcement of the amalgamation of ACC Limited into Ambuja Cements Limited — establishing a unified ‘One Cement Platform’ that will accelerate its growth trajectory, drive operational excellence, improve capital efficiency, reinforce its industry leadership and support long-term value creation. "The proposed integration into the One Cement Platform is expected to accelerate both efficiency and growth, enabling deeper synergies across procurement, manufacturing and distribution once statutory approvals are completed," Bahety mentioned.

Brief India: MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance and more

In this briefing: MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance Governance Recap 2025: Clean Opinions, Dirty Outcomes The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows 1. MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance We analysed the earning revision of component stocks of MS-India in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on InterGlobe Aviation, ICICI Bank, Shriram Finance, IndusInd Bank, GMR Airports, SWIGGY, HDFC Bank. 2. Governance Recap 2025: Clean Opinions, Dirty Outcomes The CG Landscape for India Inc in 2025 saw several episodes of high-profile disclosures on accounting irregularity, employee frauds, senior level exits, misstated line items etc.

Brief M&A: Selected European HoldCos and DLC: December 2025 Report and more

In this briefing: Selected European HoldCos and DLC: December 2025 Report A/H Premium Tracker (2Wks to 31 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Weekly Update (MGM, REZI, APLD) Biggest Merger in Indian QSR Industry.. 1. Selected European HoldCos and DLC: December 2025 Report Holdco dispersion remains extreme : Vivendi’s discount widened to ~45%, while Nordic holdcos trade near cycle tights, highlighting a sharp divergence between event-driven and quality-compounder structures. GBL execution contrasts with market inertia : Active simplification, cash generation and buybacks continue, yet the discount remains stubbornly wide — increasingly a function of sentiment rather than fundamentals. Vivendi reset restores asymmetry : Legal timing uncertainty flushed positioning, not value; with NAV intact and control unresolved, downside is limited while regulatory optionality remains substantial. 2. A/H Premium Tracker (2Wks to 31 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly Hs within the liquid AH pair universe UNDER-performed As on average by 3.1% in two weeks.

Brief Event-Driven: Selected European HoldCos and DLC: December 2025 Report and more

Brief India: The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling and more

In this briefing: The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Biggest Merger in Indian QSR Industry.. The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy 1. The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling Jain Resource is now aggressively pivoting toward high-margin value addition in copper and has already established itself as one of only two Indian recyclers with LME-registered lead brands. The strategic deployment of INR 375 crore in IPO proceeds to repay debt will slash gearing to below 0.7x, significantly boosting net margins. The shift from 61% import reliance to domestic scrap yard acquisitions aligns with India’s Critical Mineral Recycling Policy , effectively shortening the working capital cycle and shield from global logistics volatility.

Brief India: NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation and more

In this briefing: NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Biggest Merger in Indian QSR Industry.. The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy Asian Equities: FII Selling Slowed in Dec but Continued Nonetheless; 2025 Saw Near-Peak FII Outflow 1. NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation, ICICI Bank, Bharti Airtel. 2. Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Ambuja Cements (ACEM IN) , ACC Ltd (ACC IN) and Orient Cement (ORCMNT IN) will be merging to create a pan-India cement giant. There are a whole bunch of approvals needed, and the mergers are expected to complete in the next 12 months.

ACC Ltd. engages in the manufacture and sale of various kinds of cements. It operates through the following segments: Cement and ancilliary services, and Ready Mix Concrete. The Cement and ancilliary services segment is a clinker resulting from mixing at suitable rates, grinding and firing raw material such as limestone, clay, iron ore, fly ash, bauxite and certain amount of setting regulator are ground together and set after mixing with water and gains strength. Ancilliary services include lease of land to the immediate Holding Company for mining activities through step-down subsidiaries. The Ready Mix Concrete segment is concrete that is manufactured in a batch plant, according to a set engineered mix design. The company was founded on August 1, 1936 and is headquartered in Ahmedabad, India.

ACC Ltd

Ultratech, Shree Cement Top Brokerage Picks As GST Relief, Pricing Stability Sets Stage For Margin Gains

Equity

Neutral Sentiment

India’s cement sector is back in the spotlight with brokerage firms turning bullish on profitability and margin outlook. They have cited a combination of pricing discipline, the removal of coal cess, and the recent GST cut from 28% to 18% for their improved confidence in this space.Top players such as Ultratech Cement, Shree Cements, JK Cements and Ramco have been picked as preferred bets.&nbsp;CLSA Betting Big On Cement&nbsp;Brokerage firm CLSA upgraded UltraTech Cement’s stock to a “high conviction outperform” from “accumulate” and increased its target price by 8.9% to ₹14,700 from ₹13,500.Shree Cement was also upgraded to “outperform” from “hold,” with its price target increased to ₹33,500.Ramco Cements was revised to “hold” from “reduce,” with a target price of ₹1,045, while the brokerage maintained its “outperform” rating on Ambuja Cements and Dalmia Bharat, with targets of ₹670 and ₹2,650 per share, respectively.CLSA added that UltraTech remains its preferred pick, given its cost optimization efforts and ongoing capacity expansion, which position it to deliver stronger growth compared to peers.Antique Stock Broking On The SectorAntique Stock Broking flagged UltraTech Cement, Shree Cement, and JK Cement as its preferred picks.The brokerage noted the cement industry’s low single-digit demand growth in July and August due to heavy monsoons, festive holidays, and modest government spending in some regions.The West and Central markets posted relatively stronger growth on a low base, while demand in the North, South, and East was subdued due to flash floods, monsoon-related weakness, and delayed capex.Despite the seasonal slowdown, cement prices largely held steady. Pan-India prices fell 1.7% sequentially in Q2 so far, led by a ₹5 - ₹10 per bag decline in the South and East. However, prices remain 6 - 7% higher on a low base.The recent cut in GST on cement from 28% to 18% is seen as a medium-term profitability driver. While prices may initially decline by ₹20 - ₹30 per bag, companies could retain part of the benefit, the brokerage added.Stock WatchCement stocks saw mixed movement on Wednesday. Among the gainers, <a href="https://stocktwits.com/symbol/ULTRACEMCO.NSE">UltraTech Cement</a> rose 1.14% to ₹12,721, while <a href="https://stocktwits.com/symbol/AMBUJACEM.NSE">Ambuja Cement</a> advanced 1.64% to ₹583.05.<a href="https://stocktwits.com/symbol/JKCEMENT.NSE">JK Cement</a> climbed 1.17% to ₹6,767, <a href="https://stocktwits.com/symbol/DALBHARAT.NSE">Dalmia Bharat</a> gained 1.68% to ₹2,468.70, and <a href="https://stocktwits.com/symbol/RAMCOCEM.NSE">Ramco Cements</a> was the top gainer with a 2.59% rise to ₹1,066.90.On the other hand, <a href="https://stocktwits.com/symbol/ACC.NSE">ACC</a> slipped 0.49% to ₹1,856.80, <a href="https://stocktwits.com/symbol/JSWCEMENT.NSE">JSW Cement</a> declined 0.63% to ₹147.77, and <a href="https://stocktwits.com/symbol/STARCEMENT.NSE">Star Cement</a> edged down 0.31% to ₹271.70.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Labourers unload cement bags from freight trains at the railway junction. (Photo by Saqib Majeed/SOPA Images/LightRocket via Getty Images)

CLSA upgraded UltraTech Cement’s stock to a “high conviction outperform” from “accumulate,” and Shree Cement’s to “outperform” from “hold”

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	2.93	--	--	N/A
Q1 '26	19.97	--	--	N/A
Q4 '25	24.11	--	--	N/A
Q3 '25	32.00	--	--	N/A
Q2 '25	17.75	59.20	233.57%	BEAT

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ACC.NSE Earnings

Upcoming Earnings: Q2 '26

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