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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

A stronger-than-expected third-quarter report and managements upbeat 2027 outlook have driven CLFs sharp rally, with bullish traders focused on improved steel pricing and possible short covering. Others question whether the outlook can overcome the companys debt and execution concerns, and some view the move as a sell-the-news bounce.

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 under heavy pressure amid IPO lockup-related selling concerns and a broader AI and semiconductor pullback, with traders also questioning the companys valuation, growth, and ability to scale. Bears expect further downside as more shares become eligible for sale, while bulls view the selloff as excessive and are averaging in.

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 after a sharp selloff fueled hopes of a rebound, but traders debated whether the upgrade could overcome ongoing financing concerns, especially as the rally faded. Bulls point to AI demand, customer commitments and Nvidias support, while bears remain focused on CoreWeaves heavy debt burden and borrowing costs.

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

The FDAs early expansion of ANKTIVA plus BCG to papillary-only BCG-unresponsive bladder cancer, alongside long-term data showing durable responses, is driving discussion about a larger patient market and future sales. Traders are puzzled by the share-price decline despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling or options-related pressure.

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

Sea shares are under pressure after a prolonged decline, with traders frequently blaming insider share sales and frustration that management has not announced a fresh buyback. Some see the selloff as a buying opportunity given the companys growth and cash position, while others warn the stock may keep falling and question its valuation and management.

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 drawing attention after a sharp selloff alongside other AI neocloud stocks, as traders debate financing costs and whether the sectors growth can justify its heavy capital needs. Some see the rebound and analyst support as a buying opportunity, while others call it a short-lived bounce and expect more pressure.

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

Sharp post-IPO selling and volatile trading dominate the discussion, with traders pointing to lockup-related supply, bearish analyst coverage, and weakness across nuclear stocks as possible pressures. Bulls are treating the pullback as an opportunity, citing Amazons backing and X-energys potential role in meeting future data-center power demand, while others stress that reactor commercialization remains years away.

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

Attention centers on the FDA-cleared expansion of Alpha Taus REGAIN trial for recurrent glioblastoma and anticipated clinical data at the SNO meeting. Traders are bullish on early tumor-control findings and the broader pipeline, though some note the evidence comes from a small initial cohort.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almontys investor-day webcast is drawing criticism, with traders disappointed by CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. Some speculate that management appeared evasive, but those concerns are unverified; broader weakness in critical-minerals stocks is also part of the discussion.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons advance is drawing attention after Morgan Stanley named it a top pick, citing AWS growth, AI opportunities and warehouse automation as potential catalysts. Traders are broadly bullish on the move, though some remain cautious about heavy AI spending and whether the shares can sustain gains ahead of earnings.

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BWX Technologies vs. Rocket Lab: Should You Go Nuclear or Go to Space in Your Portfolio?

Key PointsBWX Technologies offers stability through critical nuclear infrastructure and strong government relationships...

3 Companies Raising Guidance This Earnings Season

Raised guidance is always a welcome development for investors, reflecting improving business trends and management confidence in the outlook. 

Is BWXT a Buy as Nuclear Growth Meets Execution and Valuation Risk?

BWX Technologies' nuclear growth, $1.4 billion in naval contracts and raised 2026 guidance bolster its outlook, but valuation, margin pressure and execution risks warrant caution.

BWXT Falls 19.8% in 3 Months: Does the Pullback Create Opportunity?

BWX Technologies' 19.8% stock decline offers a more attractive entry point as nuclear demand and backlog grow, but valuation, margin pressure and execution risks warrant caution.

BWXT Raises 2026 Guidance as Commercial Nuclear Growth Accelerates

BWX Technologies raises its 2026 revenue, earnings and cash flow guidance as commercial nuclear growth surges, but margin pressure and fourth-quarter execution pose risks.

Can BWX Technologies' Uranium Processing Capabilities Drive Growth?

BWXT is expanding specialized uranium processing capabilities, supporting government nuclear programs through recovery, purification and downblending operations.

BWXTs BANR Microreactor Chosen for Canadian Transportable Nuclear Power Plant Project

BWX Technologies, Inc. (NYSE: BWXT) announced today that Prodigy Clean Energy, Ltd., Pabineau First Nation and Eel River Bar First Nation have selected its BANR microreactor technology for a Transportable Nuclear Power Plant (TNPP) to be located in Belledune, New Brunswick. Prodigy announced last...

BWX Technologies Already Builds Reactors for the Navy. Here's Why It's My Top Nuclear Pick.

Key PointsBWX Technologies is the exclusive manufacturer of nuclear reactors and fuel for the U.S. Navy...

Here's How Much You Would Have Made Owning BWX Technologies Stock In The Last 5 Years

BWX Technologies (NYSE:BWXT) has outperformed the market over the past 5 years by 6.52% on an annualized basis producing an average annual return of 18.68%. Currently, BWX Technologies has a market capitalization ofread more...

GE Vernova's BWRX-300 Secures First US Construction Permit

GEV wins the first U.S. construction permit for its BWRX-300 SMR, strengthening its nuclear pipeline and long-term growth opportunity.

BWX Technologies, Inc. engages in the supply and provision of nuclear components and products. It operates through the Government Operations and Commercial Operations segments. The Government Operations segment manufactures naval nuclear reactors, including the related nuclear fuel, for the U.S. Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. The Commercial Operations segment fabricates commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level waste and supplies nuclear-grade materials and precisely machined components for nuclear utility customers. The company was founded by Stephen Wilcox and George Babcock in 1867 and is headquartered in Lynchburg, VA.

BWX Technologies Inc

UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle 

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Bearish Sentiment

<ul class="summary-bullets"><li>Trump has sent the 30-year U.S.-Saudi nuclear pact to Congress.</li><li>Lawmakers are set to review the accord’s nuclear proliferation risks and the potential role for U.S. companies.&nbsp;</li><li>The deal could allow Saudi Arabia to pursue uranium enrichment after a two-year review, with U.S. companies potentially building the facility.&nbsp;</li></ul>Energy Fuels Inc. (UUUU), Centrus Energy Corp. (LEU), Cameco Corp. (CCJ) and BWX Technologies Inc. (BWXT) stocks are in focus after President Donald Trump has reportedly sent a civil nuclear agreement with Saudi Arabia to Congress, opening opportunities across the uranium and nuclear-fuel cycle. The pact could enable U.S. companies to participate in Saudi nuclear development, although congressional scrutiny and Trump’s Israel condition remain key hurdles.&nbsp;<h2 class="st-heading-2">Saudi Nuclear Deal Heads To Congress&nbsp;</h2>The Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/middle-east/trump-sends-nuclear-agreement-with-saudi-arabia-to-congress-7f01af2c">report</a> said that Trump has sent a long-term nuclear deal with Saudi Arabia to Congress for review, a move that could shape the country’s plans to develop civilian nuclear power.&nbsp;The agreement was delivered to lawmakers on Monday and is expected to spark a lengthy debate over nuclear energy, weapons proliferation and the role of U.S. companies in Saudi Arabia’s planned nuclear buildout, said the report.&nbsp;<h2 class="st-heading-2">Enrichment Remains The Flashpoint</h2>The 30-year&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.energy.gov/articles/united-states-and-saudi-arabia-reach-historic-nuclear-cooperation-agreement">deal</a> could allow Saudi Arabia to enrich uranium after a two-year review. If approved, U.S. companies could build and run the facility while keeping sensitive nuclear technology from Saudi officials.&nbsp;However, critics warn that permitting enrichment on Saudi territory could weaken longstanding U.S. efforts to restrict the spread of nuclear fuel-making capabilities.The nuclear pact also remains tied to a separate diplomatic demand from Trump. The president has said Saudi Arabia must establish relations with Israel through the Abraham Accords before the nuclear arrangement can advance.&nbsp;<h2 class="st-heading-2">Energy Fuels And Centrus Could Gain From Fuel Demand And Enrichment&nbsp;</h2>If Congress allows the 30-year U.S.-Saudi nuclear accord to move forward, several U.S. companies could benefit at different points across the nuclear fuel cycle.&nbsp;Energy Fuels could benefit from stronger demand for U.S.-sourced uranium, while Centrus Energy has the most direct potential exposure to the agreement’s uranium-enrichment component. Centrus is already expanding domestic LEU and HALEU enrichment capacity, including a $900 million Department of Energy award, making it a potential candidate for future enrichment-related opportunities if Saudi Arabia proceeds with a facility involving U.S. companies.<a href="https://stocktwits.com/symbol/UUUU">Energy Fuels stock</a> inched 0.7% higher overnight, while&nbsp;<a href="https://stocktwits.com/symbol/LEU">Centrus Energy stock</a> edged 0.05% lower.&nbsp;Cameco could gain through its ownership stake in Westinghouse, which is positioned to participate in Saudi reactor development, while increased reactor construction would also support demand for Cameco’s uranium fuel. BWX Technologies could gain from broader U.S. nuclear supply-chain spending, particularly in nuclear components and fuel-related technology.Both&nbsp;<a href="https://stocktwits.com/symbol/CCJ">Cameco</a> and&nbsp;<a href="https://stocktwits.com/symbol/BWXT">BWX Technologies&nbsp;</a>stocks ticked 0.04% and 0.2% higher, respectively.&nbsp;&nbsp;NuScale Power Corp. (SMR), Oklo Inc. (OKLO) and Nano Nuclear Energy Inc. (NNE) could also potentially attract investor attention if the U.S.-Saudi nuclear accord leads to opportunities for smaller, advanced reactors.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-xpev-onon-lhx-stocks-hit-52-week-lows-today/cZYNitqRJoA">Why Did XPEV, ONON, LHX Stocks Hit 52-Week Lows Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Tusayan, Arizona, Energy Fuels' controversial Pinyon Plain uranium mine, located a few miles from Grand Canyon National Park.

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.

UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.


Cameco Corp.

Centrus Energy Corp

Energy Fuels Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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