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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

Disney is drawing attention for its struggle to hold above a key resistance area, with traders positioning ahead of the upcoming earnings report. Bulls see recent support as a possible breakout setup, while bears point to repeated rejections and difficulty sustaining a move higher.

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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Stocktwits Zero To Sixty —  Tesla Deliveries Clear The Street, BYD Widens The Gap, Rivian Holds Forecast, Ford And GM EV Sales Fall Hard

Equity

Tesla and Rivian beat third-quarter delivery estimates, BYD widened its battery-electric lead, and Ford and GM gave back last year’s U.S. tax-credit rush this week. 


TSLA Stock Gets No Charge From Roadster Date Reveal — ‘Big Short’ Michael Burry Is Plugged Into A Chinese EV Rival Instead

Burry said he was “watching” BYD as its shares approached the HK$75 level where he previously said he would buy aggressively.

Tesla, Rivian In For A Rough Ride? Senator Warns Trump Could Let Chinese EV Makers Into America Under Xi Deal 

Slotkin called the rumored move a “strategic mistake” that could threaten 1.2 million Michigan auto-related jobs and broader U.S. manufacturing.

Tesla Stock Crushes Rivian, Chinese EV Rivals In August — Wall Street Sees More Upside Before Cybercab Event 

Tesla added 38 Cybercabs to its Robotaxi fleet, bringing the Texas DMV-registered total to 45.

PSNY Stock Loses August Race To Chinese EV Rivals — Unexplained US Ban Deals Polestar A Fresh Blow

Polestar is pivoting toward Europe, which generated nearly 80% of its first-half retail sales.

This Asian EV Maker Is Beating Tesla, Nio And XPeng This Month — And Could Break Even At Home Next Year 

VinFast targets at least 300,000 global deliveries this year, up from about 200,000 in 2025.

BYD Has Already Lapped Tesla — Now It Says Toyota Is Next And US Market Doesn't Matter 

BYD’s European market share more than doubled to 2.8% in May, surpassing Ford, Tesla and Nissan.

TSLA Stock Slips Overnight: Tesla Has A New Plan To Fight BYD And Chinese Rivals — And It Starts With Its Best-Selling SUV 

The new variant is expected to sit above the Model Y L, making it Tesla’s priciest Model Y in China.

NIO Stock Jumps Overnight: Deutsche Bank's 304% Profit Growth Outlook Drowns Out Pentagon Military Tag Concerns

 Nio rejected the Pentagon's designation as a 'Chinese military company,' calling it 'unjustified.'

BYD, BABA, BIDU In Focus — Pentagon Accuses Firms Of Aiding China's Military

The U.S. Department of Defense has officially designated major Chinese conglomerates, including Alibaba, Baidu and BYD, as entities aiding the Chinese military, a move that restricts them from receiving Pentagon contracts.

BYD Co., Ltd. engages in new energy vehicles (NEVs), handset components and assembly services, rechargeable batteries, and photovoltaics business. The firm’s products and services include passenger vehicles, commercial vehicles, rail transit, batteries, and electronics. It operates through the following segments: Mobile Handset Components, Assembly Service, and Other Products; Automobiles and Related Products and Other Products; and Others. The Mobile Handset Components, Assembly Service, and Other Products segment focus on the sale of mobile handset components such as housing, electronic components, assembly services, and medical protection products. The Automobiles and Related Products, and Other Products segment include automobiles and auto-related moulds and components and automobile leasing and after-sales services, rail transport related business, and medical protection products. The company was founded by Chuan Fu Wang on November 18, 1994 and is headquartered in Shenzhen, China.

BYD Co - Ordinary Shares - Class H

Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$TSLA" data-symbol-id="TSLA" href="https://stocktwits.com/symbol/TSLA" target="_blank">Tesla</a> delivered 486,532 vehicles in the third quarter, about 25,000 above the company-compiled consensus of 461,974.</li><li>Tesla’s biggest rival, Chinese EV giant BYD, meanwhile, sold 1,323,065 new-energy vehicles in the same quarter, including 762,478 BEVs.&nbsp;</li><li>GM and Ford reported deep drops in EV deliveries in the period.</li></ul><p>Electric vehicle demand was the key focus this week, with several names, including EV giant Tesla, announcing its Q3 delivery numbers.</p><p>Tesla beat delivery estimates. The beat still left it down 2.1% from a year earlier, and further behind BYD, which sold 762,478 battery-electric passenger cars in the quarter, a lead of about 276,000. Rivian also topped estimates with a record 19,248 and kept its full-year guide.</p><p>The legacy names, however, did not get the same lift. General Motors and Ford reported steep drops in U.S. electric sales against a year-ago quarter inflated by the expiring federal tax credit.</p><h2 class="st-heading-2">Tesla Clears The Street, BYD Widens The Gap</h2><p>Tesla delivered 486,532 vehicles in the third quarter, about 25,000 above the company-compiled consensus of 461,974. It built 464,391, so deliveries outpaced production by 22,141 as the company kept working down inventory. Total deliveries were up 1.3% from the second quarter and down 2.1% from 497,099 a year earlier, a period inflated by buyers rushing to claim the U.S. federal tax credit before it expired.</p><p>Model 3 and Model Y accounted for 478,237 of the deliveries. The rest, including the stainless steel Cybertruck, accounted for 8,295, down 48% from a year ago. Through three quarters, Tesla has delivered 1,324,681 vehicles, up 8.8% from the same point in 2025.</p><p>Tesla’s biggest rival, Chinese EV giant BYD, meanwhile, sold 1,323,065 new-energy vehicles in the same quarter, up 18.8% from a year earlier and 19.4% from the second quarter. The number includes plug-in hybrids and a small number of commercial vehicles, not just battery-electric passenger cars.</p><p>For battery-electric passenger cars, the gap remains wide. BYD sold 762,478 of them in the quarter, up 30.9% from a year earlier and 36.9% from the second quarter. That is 275,946 more than Tesla delivered, a lead of about 57%. In the second quarter, the gap was just about 77,000.</p><p>Beyond the sales print, Tesla said it plans to start making its own 4680 battery cells in Grünheide in 2027 and build that plant to 18 gigawatt-hours a year. The stated aim is to make the cell and the finished car on one European site.</p><h2 class="st-heading-2">Rivian Sets A Record: The Full-Year Guide Stays Put</h2><p>Rivian delivered a record 19,248 vehicles, up about 46% from a year earlier and ahead of expectations near 18,000. Production was 19,751. It was the first full quarter with the smaller R2 on the road, so far only in the higher-priced Performance version, priced just under $60,000. The company reaffirmed 2026 delivery guidance of 65,000 to 70,000, which means the fourth quarter still has to clear roughly 23,000 vehicles to hit the bottom of the range.</p><h2 class="st-heading-2">Ford And GM Give Back The Credit Rush</h2><p>Ford sold 6,047 electric vehicles in the U.S. in the quarter, down 80.2% from a record 30,612 a year earlier. Electric models were 1.2% of Ford’s 509,764 U.S. sales, down from 5.6%. Total Ford sales fell 6.6%.</p><p>General Motors sold 25,473 electric vehicles, down 61.7% from 66,501. Electric models were 3.8% of GM’s 670,974 U.S. sales, down from 9.4%. Overall GM sales fell 5.5%. Excluding electric models, they were about flat.</p><h2 class="st-heading-2">Retail Stays Bullish&nbsp;</h2><p>On Stocktwits, retail sentiment around TSLA, RIVN, F, and GM was bullish or extremely bullish at the time of writing</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/stx-wdc-stocks-sink-on-toshiba-s-reported-plan-to-double-ai-hard-disk-capacity-analysts-call-the-drop-overdone/cZDjlNbRBKk">STX, WDC Stocks Sink On Toshiba’s Reported Plan To Double AI Hard-Disk Capacity: Analysts Call The Drop Overdone</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com</p>

 Young woman holding electric plug by car at charging station.

Tesla and Rivian beat third-quarter delivery estimates, BYD widened its battery-electric lead, and Ford and GM gave back last year’s U.S. tax-credit rush this week. 

BYD Co

BYD Co Ltd/ADR

Ford Motor Co

General Motors Company

Rivian Automotive Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$9.36
Prev Close	$9.40
Open	$9.36
Dividend Yield	0.43%
50-Day Moving Average	$10.52
Beta	0.67
Avg. Volume	166,874.38
PE Ratio	20.37

52-Week High	$14.95
52-Week Low	$9.00
Market Capitalization	$85.6B
EPS (Annual)	$0.4982
Price to Book	2.42
Revenue Per Employee	$127,017.78

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