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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

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.

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.

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 Buy upgrade after a sharp selloff is driving attention, but traders are split after the initial pop faded: some see an oversold buying opportunity, while others remain concerned about CoreWeaves heavy debt and financing costs.

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.

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.

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.

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.

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 cancer-trial pipeline is driving attention, particularly the FDA-cleared expansion of its recurrent glioblastoma REGAIN study and completed enrollment in the pancreatic IMPACT study ahead of further data updates. Traders are broadly optimistic about these milestones, though expectations for a near-term stock move remain speculative amid price consolidation.

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

ALM is drawing attention after a sharp selloff during and following its investor day, with traders criticizing CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. The reaction contrasts with longer-term bullish views on Sangdongs production ramp and tungsten demand, while some attribute weakness to broader market pressure.

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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Why Exelixis (EXEL) is a Top Growth Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Exelixis to Release Third Quarter 2026 Financial Results on Thursday, October 29, 2026

Exelixis, Inc. (Nasdaq: EXEL) announced today that its third quarter 2026 financial results will be released on Thursday, October 29, 2026, after the markets close. At 5:00 p.m. ET / 2:00 p.m. PT, Exelixis management will host a conference call and webcast to discuss the results and provide a...

Why Exelixis (EXEL) is Poised to Beat Earnings Estimates Again

Exelixis (EXEL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Cancer Drug Spending Is Headed Past $400 Billion as Colorectal and Pancreatic Cancers Move Up the Research Agenda

Cancer Drug Spending Is Headed Past $400 Billion as Colorectal and Pancreatic Cancers Move Up the Research Agenda Cancer Drug Spending Is Headed Past $400 Billion as Colorectal and Pancreatic Cancers Move Up the Research AgendaPR NewswireSAN DIEGO, Oct. 14, 2026SAN DIEGO, Oct. 14, 2026 /PRNewswire...

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Here's Why Exelixis (EXEL) is a Strong Value Stock

Exelixis (EXEL) is a Top-Ranked Growth Stock: Should You Buy?

Could Zanzalintinib's FDA Delay Affect Exelixis' Growth Plans?

Exelixis faces a three-month FDA review delay for zanzalintinib, pushing the potential CRC decision to March 2027.

Here's Why Exelixis (EXEL) is a Strong Momentum Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Alpha Teknova (TKNO) Moves 7.1% Higher: Will This Strength Last?

Alpha Teknova (TKNO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Exelixis, Inc. is an oncology company, which focuses on discovering, developing, and commercialization of new medicines for difficult-to-treat cancers. Its products include cabometyx, cometriq, and cotellic. The company was founded by Stelios Papadopoulos on November 15, 1994, and is headquartered in Alameda, CA.

Exelixis Inc

EXEL Stock Slides After FDA Adds Three Months To Cancer Drug Review — William Blair Sees More Swings In Near Term

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Bullish Sentiment

<ul class="summary-bullets"><li>The FDA will now decide on Exelixis’s new application by March 3, 2027.</li><li>A March decision would push a possible U.S. launch out of this year and into 2027.&nbsp;</li><li>William Blair said it was “surprised” by the three-month delay but still sees a low chance of an outright rejection, because the combination showed a survival benefit in the main study group.</li></ul>Shares of Exelixis (EXEL) fell 2% on Friday after the company said U.S. regulators added three months to the review of its next cancer drug, but William Blair still sees a low chance of an outright rejection.The Food and Drug Administration told Exelixis on Thursday that it had extended the review of a new drug application for zanzalintinib plus Roche’s Tecentriq in patients whose colorectal cancer has spread, the company said in a filing with the Securities and Exchange Commission on Friday. The new target decision date is March 3, 2027. The old date was December 3, 2026. A March decision would push a possible U.S. launch out of this year and into 2027.<h2 class="st-heading-2">Why The Clock Moved</h2>The FDA asked for more information and Exelixis sent updated safety and efficacy results, the company said. The agency treated that package as a major change to the application and extended its review period.The FDA accepted Exelixis’s application in February for adults with metastatic colorectal cancer who had already received standard chemotherapy. Patients whose tumors lacked a common RAS mutation also had to have tried a separate targeted drug first.The filing rests on STELLAR-303, a late-stage study that tested Exelixis’s oral drug with Tecentriq against Bayer’s Stivarga. In the full study population, patients on the combination lived longer.Doubt remains because a second, pre-set test missed its mark. In June, Exelixis said patients without active liver tumors showed a similar trend but not a statistically clear survival win. Investors have worried the mixed result could slow the review, narrow the label, or invite extra questions. Friday’s filing did not say the new data requested by the FDA came from that subgroup.<h2 class="st-heading-2">Analyst Shrugs Off Rejection Risk</h2>William Blair said it was “surprised” by the three-month delay but still sees a low chance of an outright rejection, because the combination showed a survival benefit in the main study group. The firm said the extra wait should not materially cut the drug’s long-term sales, though the stock may swing more in the near term. It kept an ‘Outperform’ rating.Zanzalintinib is Exelixis’s bid for a second commercial franchise after Cabometyx, the cabozantinib tablet that still accounts for nearly all of the company’s product sales. Cabometyx is approved for kidney, liver, and neuroendocrine cancers and generated about $2.12 billion in U.S. net product revenue in 2025.<h2 class="st-heading-2">How Did EXEL Retail Traders React?</h2>On Stocktwits, retail sentiment around EXEL stock fell from ‘neutral’ to ‘bearish’ over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.“A delay is a delay nothing else,” a Stocktwits user said.<stembedurl>https://stocktwits.com/svb64/message/664065334</stembedurl><a href="https://stocktwits.com/symbol/EXEL">EXEL stock</a> has gained 28% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/axsm-jumps-6-as-mizuho-calls-auvelity-s-alzheimer-s-launch-a-strong-start/cZtXr0oRBbQ">AXSM Jumps 6% As Mizuho Calls Auvelity’s Alzheimer’s Launch A ‘Strong Start’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Exelixis Inc company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

The FDA told Exelixis on Thursday that it had extended the review of a new drug application for zanzalintinib plus Roche’s Tecentriq in patients whose colorectal cancer has spread. 

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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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