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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 shares are drawing attention amid a steep selloff, with traders pointing to scheduled lockup expirations and potential insider-share supply, alongside concerns about its IPO valuation, growth and ability to scale. The debate pits bearish calls for further declines against dip-buyers who remain bullish on Cerebras AI-inference technology and long-term demand.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs stronger-than-guided quarterly results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders debating whether short covering could extend the move. Bulls see improving steel operations and prices, while skeptics question whether the outlook can overcome the companys debt and reliance on favorable steel markets; some also warn the rally could fade.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a broad neocloud and AI-infrastructure selloff as traders focus on financing costs, debt concerns and doubts about the sectors business models, with CoreWeaves credit worries adding to contagion fears. The community is split on whether sharp rebounds are durable or bull traps: bulls point to Nebiuss comparatively stronger balance sheet and long-term compute demand, while bears question the capital intensity and path to profitability.

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

Goldman Sachs upgrade to Buy has fueled a rebound conversation after a steep selloff, but traders remain focused on CoreWeaves debt burden, financing costs and ability to turn AI demand and its backlog into cash flow. Bulls call the selloff overdone and welcome the upgrade, while skeptics argue it does not resolve the financing risks and question whether the bounce will hold.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Taus pancreatic cancer IMPACT trial completed enrollment after expanding from 12 to 48 patients, which traders view as a sign of strong clinical-site and patient interest; the results are still pending. Attention also centers on the FDA-cleared expansion of its recurrent glioblastoma REGAIN trial and anticipated clinical updates, with mostly bullish reactions tempered by uncertainty about what the larger studies will show.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas sharp pullback despite strong operating results is fueling debate, with traders frequently blaming insider share sales and managements failure to announce a fresh buyback; some also cite an analyst downgrade and regional macro concerns. Bears see continued weakness, while bulls argue the selloff has made the growing e-commerce and fintech business more attractive.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

XEs steep selloff and search for a bottom dominate the discussion, with traders attributing pressure to post-IPO selling, bearish analyst coverage, and weakness across nuclear stocks. Some see Amazons backing and potential SMR demand from data centers as a long-term positive, while others remain concerned that commercialization is years away.

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

FDA expanded ANKTIVA plus BCG to cover papillary-only BCG-unresponsive bladder cancer, broadening its potential market; traders also focused on long-term Phase 3 data showing durable responses and bladder-sparing outcomes. Despite bullish views on the commercial opportunity, the shares sold off, with the community debating a sell-the-news reaction and broader biotech weakness versus options-related or short-selling pressure, while some remain cautious about revenue growth and dilution.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Traders are focused on Disneys recent rebound and repeated tests of resistance, debating whether it can break out or will keep slipping back into its trading range. Bullish posts point to buyers defending the pullback, while bearish traders cite failed attempts to hold gains and downside options activity.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its Q3 earnings report as shares retreat amid a broader tech and AI selloff. Traders are split over whether strong ad performance and Muse AI momentum can justify heavy AI spending, with capex and returns on that investment central to expectations for the report.

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Bayer AG engages in the business of life science fields of healthcare and nutrition. It operates through the following segments: Crop Science, Pharmaceuticals, and Consumer Health. The Crop Science segment includes developing, producing, and marketing products in seeds and plant traits, crop protection, digital solutions, and customer services to promote sustainable agriculture. The Pharmaceuticals segment is involved in prescription products especially for cardiology and women’s health; specialty therapeutics in the areas of oncology, hematology, ophthalmology, and cell and gene therapy; diagnostic imaging equipment; and necessary contrast agents. The Consumer Health segment focuses on non-prescription products in the dermatology, nutritional supplements, digestive health, allergy, cough and cold, and pain and cardiovascular risk prevention categories. The company was founded by Friedrich Bayer and Johann Friedrich Westkott on August 1, 1863 and is headquartered in Leverkusen, Germany.

Bayer AG - ADR

Bayer Stock Fuels Hyper Bullish Retail Mood After Confirming New Stroke Study Met Key Goals Following 2023 Halt

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<ul class="summary-bullets"><li>Bayer said its new Phase III stroke study of asundexian hit both primary efficacy and safety goals.</li><li>The update comes two years after the company halted the OCEANIC-AF trial when interim data showed asundexian was inferior to Eliquis.</li><li>The study enrolled more than 12,300 patients worldwide, and Bayer plans to engage with regulators as it prepares marketing submissions.</li></ul><p>Retail traders turned hyper bullish on Sunday after Bayer AG confirmed that its Phase III stroke study of asundexian met its primary efficacy and safety endpoints, two years after the company halted its separate OCEANIC-AF trial in 2023.&nbsp;</p><h2 class="st-heading-2"><strong>Asundexian Reduces Ischemic Stroke Risk&nbsp;</strong></h2><p>Bayer said patients taking 50 mg of asundexian once a day alongside antiplatelet therapy saw a meaningful drop in ischemic stroke risk compared with those given a placebo and antiplatelet therapy. The company added that the treatment did not lead to higher rates of major bleeding. Bayer said this is the first late-stage study of a drug in the Factor Xla inhibitor class, which helps prevent clots from forming, to be successfully completed.</p><h2 class="st-heading-2"><strong>Large Global Phase III Study&nbsp;</strong></h2><p>Bayer said the trial was&nbsp;conducted across multiple countries and medical centers, using a randomized, placebo-controlled design. More than 12,300 patients took part, all of whom had recently experienced a non-cardioembolic ischemic stroke or a high-risk transient ischemic attack. The study tested whether adding asundexian to standard antiplatelet therapy could lower their chances of having another stroke.</p><h2 class="st-heading-2"><strong>High Burden Of Recurrent Strokes</strong></h2><p>The company noted the growing global need for better secondary stroke prevention. They said nearly 12 million people worldwide experience a stroke each year, and that 20%–30% are recurrent. One in five stroke survivors will have another stroke within five years, and recurrent ischemic strokes tend to be more disabling and carry a higher mortality risk.</p><p>Mike Sharma, MD, principal investigator of OCEANIC-STROKE, said the topline results indicate that asundexian may become a new treatment option for reducing recurrent stroke risk.&nbsp;</p><h2 class="st-heading-2"><strong>Regulatory Path&nbsp;</strong></h2><p>Bayer said it will now engage with health authorities globally as it prepares to submit marketing authorization applications. Asundexian has Fast Track Designation from the U.S. Food and Drug Administration for stroke prevention in patients after a non-cardioembolic ischemic stroke. Bayer said asundexian remains investigational and is not approved in any country.</p><h2 class="st-heading-2"><strong>Halt Of OCEANIC-AF After Inferiority To Eliquis</strong></h2><p>Asundexian drew attention in 2023 when Bayer halted its OCEANIC-AF Phase III trial. Interim findings showed the drug did not perform as well as Eliquis, made by Bristol-Myers Squibb and Pfizer, in preventing strokes in high-risk atrial fibrillation patients. Bayer said the safety profile matched earlier studies and noted that independent trial supervisors advised continuing the stroke-focused OCEANIC-STROKE study.</p><p>Bayer said asundexian is part of the factor XI inhibitor drug class, which has also drawn interest from Novartis working with Blackstone, and from Bristol-Myers Squibb working with Johnson &amp; Johnson. The compound had been positioned as one of four new drug hopefuls Bayer said carried a combined peak sales potential of more than 12 billion euros. The program followed the company’s Xarelto blood thinner franchise, which is expected to lose protection from key European patents in 2026.</p><h2 class="st-heading-2"><strong>Stocktwits Mood Turns ‘Extremely Bullish’</strong></h2><p>On Stocktwits, retail sentiment for Bayer was ‘extremely bullish’ amid ‘extremely high’ message volume.</p><figure class="image"><img style="aspect-ratio:970/142;" src="https://news.stocktwits-cdn.com/bayer_ss_png_e2cb5716df.webp" alt="bayer ss.png" width="970" height="142"><figcaption>BAYRY sentiment and message volume as of November 23 | Source: Stocktwits</figcaption></figure><p><a href="https://stocktwits.com/symbol/BAYRY">Bayer’s U.S.-listed stock</a> has risen 63% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Signage and the building of the Bayer AG pharmaceutical and biotechnology company are seen at one of its industrial sites in Wuppertal, North Rhine-Westphalia, Germany. (Photo by Michael Nguyen/NurPhoto via Getty Images)

The update comes two years after the company halted the OCEANIC-AF trial when interim data showed asundexian was inferior to Eliquis.

Bayer AG (ADR)

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