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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. 

A sharp selloff across AI neocloud stocks, fueled by concerns about financing costs and whether the sectors business models can deliver returns, has put NBIS in focus. Traders are split between viewing the drop as an overdone, oversold pullbackwith some citing NBISs stronger financial positionand expecting more downside amid lingering sector risks.

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 discussion after a sharp selloff, with some traders seeing the decline as overdone and others warning that CoreWeaves heavy debt and financing needs remain a risk. The debate centers on whether AI demand and contracted business can outweigh concerns about borrowing costs and the companys ability to fund its expansion.

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 is drawing attention after stronger-than-expected third-quarter results and a sharply higher 2027 adjusted EBITDA outlook. Bulls are highlighting the improved outlook and potential short-covering, while skeptics question whether operating gains can ease the companys substantial debt burden.

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

The prolonged wait for the 80th death event in SELLASs blinded Phase 3 REGAL trialand the final analysis of its GPS treatment for AMLis driving attention amid share-price weakness. Bulls interpret the delay and upcoming ASH meeting as possible signs of extended survival or data disclosure, while skeptics say the timeline and CEOs comments prove nothing; no outcome has been confirmed, and traders also watch for SLS009 data.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

OCUL is drawing attention around AXPAXLIs prospects in wet AMD after competitor EyePoints trial setback. Some traders see fewer competitive threats and emphasize AXPAXLIs potential durability, while others argue the setback could fuel broader skepticism about TKI treatments; debate also centers on the companys pending NDA submission.

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

Traders are focused on XEs sharp post-IPO selloff, often blaming lockup-related share supply and weakness across nuclear and AI-linked stocks; concerns about the long path to commercialization and permitting also weigh on sentiment. Some holders remain bullish on Amazons backing and future data-center power demand, while others warn the selling may continue.

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

The FDAs clearance to expand Alpha Taus U.S. REGAIN recurrent-glioblastoma trial from 10 to 20 patients is drawing attention, alongside expectations for additional clinical data at the SNO meeting. Traders are broadly optimistic about the growing catalyst pipeline, while the early GBM results come from a very small cohort; completion of enrollment in the pancreatic IMPACT study is also contributing to the discussion.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Dynexs Q3 results are drawing attention after wider mortgage spreads drove a sharp decline in book value and a reported loss, while earnings fell short of covering the monthly dividend. Traders are debating dividend sustainability and added risk from higher leverage, though some view the losses as largely unrealized and continue to favor the income stream.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

A broad biotech selloff, attributed by traders to rising-rate concerns, risk-off positioning and rotation away from smaller biotech stocks, is weighing on XBI. The community is split between expecting further weakness and viewing the sharp pullback as an oversold buying opportunity, with potential M&A and upcoming clinical catalysts cited as reasons for optimism.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound after a steep AI-infrastructure selloff has drawn attention to WULF, with traders highlighting CEO Paul Pragers CNBC defense of its power-and-data-center leasing model, which avoids owning rapidly depreciating chips, and bullish Morgan Stanley commentary. The community is split between viewing the move as a possible reversal and worrying that financing costs, leverage, and broader sector weakness could bring renewed selling.

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Top Research Reports for Mastercard, AstraZeneca & Sandisk

Mastercard's payment growth, AstraZeneca's drug pipeline and Sandisk's AI-driven SSD demand headline today's top research reports, revealing key growth drivers and risks for investors.

The Executive Leadership Council to Honor Exelon with 2026 Corporate Award for Investment in Leadership and the Next Generation of Talent

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DOE Presses PJM On Ratepayer Protections From Large Load Costs

DOE Presses PJM On Ratepayer Protections From Large Load Costs

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Exelon to Announce Third Quarter Results on October 30

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Exelon Corp. is a utility services holding company, which engages in energy distribution and transmission businesses. It operates through the following segments: Commonwealth Edison Company (ComEd), PECO Energy Company (PECO), Baltimore Gas and Electric Company (BGE), Potomac Electric Power Company (Pepco), Delmarva Power and Light Company (DPL), and Atlantic City Electric Company (ACE). The company was founded on February 4, 1999 and is headquartered in Chicago, IL.

Exelon Corp.

Exelon's BGE Says No More Outages Expected After Substation Failure Cuts Power To Thousands In Maryland

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Neutral Sentiment

Baltimore Gas &amp; Electric, a unit of Exelon, ended its call to customers to conserve power after issuing warnings earlier on Monday due to a substation failure that impacted approximately 4,000 customers.“Service has since been restored with no additional need for outages as long as the repair holds,” Maryland state senator Bill Ferguson said on a <a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenBillFerg/status/1955030676987928618">post</a> in X, citing the company, shortly after BGE lifted the warning.The affected substation serves two Talen Energy power plants in the BGE area and failed at about 3 a.m. ET, which forced both units at the 1,289-megawatt Brandon Shores plant to trip offline, according to a Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-11/grid-operator-orders-baltimore-power-cuts-after-plant-shutdown?srnd=phx-industries">report</a>, which cited a Talen spokesperson.As per the report, PJM Interconnection, the largest grid operator in the U.S., also issued a load-shedding order after BGE’s calls for conserving energy.According to Ferguson, the power cuts primarily affected customers in Howard County, part of the Baltimore metropolitan area, for approximately 30 minutes. BGE, the largest electricity provider in Maryland, warned earlier that the incident could cause power outages through Monday afternoon and evening.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/EXC">Exelon</a> was in the ‘bearish’ territory at the time of writing, while traders were also ‘bearish’ about <a href="https://stocktwits.com/symbol/TLN">Talen</a>.U.S. utilities are pouring billions of dollars into upgrading their infrastructure amid a surge in power demand driven by artificial intelligence data centers. According to a Deloitte report, by 2035, power demand from AI data centers in the United States is expected to grow more than thirtyfold, reaching 123 gigawatts, up from 4 gigawatts in 2024.Exelon had said earlier in July that it had received interest from numerous data center customers, which could add 33 gigawatts to its system. The same amount of power is enough to serve all homes in New York, California, and Texas combined.Exelon stock has risen nearly 18% this year, while Talen has gained 80%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/novartis-rides-bullish-retail-mood-roche-faces-gloom-amid-swiss-us-trade-concerns/chrDF4gRdeY">Novartis Rides Bullish Retail Mood, Roche Faces Gloom Amid Swiss-US Trade Concerns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Closed business in Fells Point neighborhood are seen on Thursday, May 21, 2020, in Baltimore, MD. (Photo by Salwan Georges/The Washington Post via Getty Images)

Power outages primarily affected customers in Howard County, part of the Baltimore metropolitan area, for approximately 30 minutes.

Talen Energy Corp

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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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