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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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UNPACK 27: EXPEDIA AND STAYZ REVEAL THE TRAVEL TRENDS INSPIRING THE WORLD IN 2027

Expedia Group today unveiled Unpack 27: The Trends in Travel, the annual report exploring the destinations, experiences, and behaviours expected to shape travel in 2027. Drawing on first-party insight from Expedia, and Stayz, as well as global traveller research and social listening, Unpack 27...

Here's Why Expedia (EXPE) is a Strong Growth 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.

Uber’s M&A Playbook Faces Scrutiny: CFO Says Acquisitions Can Beat Building From Scratch 

Equity

Uber’s $2.3 billion ezCater deal has raised questions about its acquisition strategy, while CFO Balaji Krishnamurthy says buying businesses can help Uber grow faster. 


Expedia Group to Webcast Third Quarter 2026 Results on November 4, 2026

Expedia Group (NASDAQ: EXPE) will report its third quarter 2026 results for the period ended September 30, 2026, on Wednesday, November 4, 2026 via an earnings release and accompanying webcast. These items will be available in the Investor Relations section of the companys corporate website at...

Why Expedia (EXPE) is a Top Value Stock for the Long-Term

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Zacks Investment Ideas feature highlights: NVIDIA's, Alphabet's, Meta, Expedia, Apple and MongoDB 

NVIDIA's, Alphabet's, Meta, Expedia, Apple and MongoDB have been highlighted in this Investment Ideas article.

Meta Muse: Sparking the AI Revolution

For investors willing to look past near-term spending anxieties, the launch of Muse may well be remembered as the catalyst that sent Meta shares to $1,000.

EMCOR Group Takes Over #291 Spot From Expedia Group

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, EMCOR Group, Inc. (Symbol: EME) has taken over the #291 spot from Expedia Group Inc (Symbol: EXPE), according to The Online Investor.

 Market capitalization is an impo...

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ETFs like AWAY are riding on "funflation" as consumers keep spending on hobbies, travel, music and leisure despite higher prices.

META Stock Is Set For Its Best Month In Over 13 Years — It’s Inches Away From $2 Trillion Market Cap 

Meta shares are experiencing their strongest monthly surge in over a decade, driven by strong consumer adoption of its new Muse AI assistant.

Expedia Group, Inc. is an online travel company, which engages in the provision of travel products and services to leisure and corporate travelers. It operates through the following segments: B2C, B2B, and Trivago. The B2C segment offers a full range of travel and advertising services to worldwide customers through a variety of consumer brands. The B2B segment refers to a wide range of travel and non-travel companies including airlines, offline travel agents, online retailers, corporate travel management, and financial institutions. The Trivago segment generates advertising revenue primarily from sending referrals to online travel companies and travel service providers from hotel metasearch websites. The company was founded in 1994 and is headquartered in Seattle, WA.

Expedia Group Inc

Bearish Sentiment

<ul class="summary-bullets"><li>An analyst raised concerns about Uber’s $18 billion in acquisitions, saying the returns from these deals remain uncertain.&nbsp;</li><li>Uber CFO Balaji Krishnamurthy defended its M&amp;A strategy, saying Uber also grew organically and that ezCater’s larger orders could improve Delivery&nbsp;Hero profits.&nbsp;</li><li>Krishnamurthy&nbsp;acknowledged past acquisition mistakes but said newer deals are performing ahead of expectations.</li></ul><p>Uber Technologies’ (UBER) acquisition strategy is drawing investor scrutiny as CFO Balaji Krishnamurthy defends the company’s decision to buy established businesses rather than build every capability internally. Krishnamurthy said acquisitions can boost expansion, improve returns and leverage Uber’s global platform, while newer deals show early signs of strong execution.&nbsp;</p><p><a href="https://stocktwits.com/symbol/UBER">Uber Technologies stock</a> edged 0.2% lower in Thursday’s premarket. However, the stock is on track to reverse five weeks of losses.&nbsp;</p><h2 class="st-heading-2">Uber’s $2.3B Bet On ezCater Raises Question About M&amp;A Strategy&nbsp;</h2><p>Uber said&nbsp;on Wednesday that it will&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-in-focus-uber-bet-on-ez-cater-fails-to-lift-retail-mood/cZDvbzMRBlz">buy</a> ezCater, the largest online catering marketplace in the U.S., for $2.3 billion in cash. The deal gives Uber access to workplace meals, events, and large group orders. ezCater works with more than 140,000 U.S. restaurants and has generated over $2.5 billion in bookings in the past year. Its average order is above $400, making catering more valuable than typical individual food orders.</p><p>Writing on the subject, Abdullah Al Rezwan, an equity analyst who goes by the name Mostly Borrowed Ideas on X,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/borrowed_ideas/status/2107863637516071192">said&nbsp;</a>that though the deal is relatively small compared with Uber’s roughly $145 billion market value, it highlighted a trend: DoorDash (DASH) often builds new businesses, while Uber tends to buy them. In his newsletter, Rezwan also analyzed whether Uber is paying too much and how it is using its capital.</p><p>The analyst sounded doubtful about Uber’s aggressive acquisition spending. He stated that buying outside businesses is much harder to evaluate than investing in Uber’s own operations. Uber has committed about $18 billion to deals, including SpotHero, Getir, Delivery Hero and ezCater, versus about $10 billion in recent free cash flow. It has also pledged more than $10 billion to outside autonomous-vehicle partners, making the returns harder to predict.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261008_042721698_19ab05ded9.png" alt="koyfin_20261008_042721698.png" width="2400" height="1240"></figure><p>The analyst compared this with CEO Dara Khosrowshahi’s time at Expedia. He said Expedia spent about $6 billion on acquisitions that increased bookings, but adjusted earnings per share grew only about 7% a year. Citing Warren Buffett’s 1987 letter, the analyst added that some CEOs struggle to use company cash effectively and may depend too much on bankers and consultants to support deals that can hurt long-term shareholder value.&nbsp;</p><h2 class="st-heading-2">UBER CFO Defends Acquisition Strategy&nbsp;</h2><p>Responding to the analysis, Uber CFO Balaji Krishnamurthy pushed back in an X post on the idea that DoorDash has grown primarily through internal development while Uber has relied heavily on acquisitions.&nbsp;</p><p>Krishnamurthy said, “Uber didn't deploy any capital on M&amp;A between 2022 to 2024, while organically establishing category leading positions across Mobility and Delivery globally. Meanwhile, nearly the entirety of Doordash's international business is built on fairly expensive acquisitions (Wolt, Deliveroo), and it has acquired substantials assets to expand into new verticals as well (Sevenrooms, Grub Campus etc).”</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_13_5fa8ad0229.png" alt="fiscal-ai-chart-export (13).png" width="1400" height="1000"></figure><p>“If you add up the deployments, you'll find that Uber has deployed a significantly smaller portion of its FCF on acquisitions than DD has, while delivering steady ~20% growth off a much larger base.”</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_14_d3985c7eed.png" alt="fiscal-ai-chart-export (14).png" width="1400" height="1000"></figure><p>The CFO also defended Uber’s purchase of ezCater, saying the economics of different types of bookings should not be judged solely by their overall volume. Uber uses higher-value businesses to support lower-cost offerings that can attract customers and increase usage across its platform.</p><p>According to Krishnamurthy, ezCater generates orders that are nearly 10 times larger than a typical U.S. delivery transaction. He said the business should immediately benefit Uber’s Delivery profit and could provide additional growth as the company integrates it with Uber for Business and expands internationally.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_15_ef7000976f.png" alt="fiscal-ai-chart-export (15).png" width="1400" height="1000"></figure><h2 class="st-heading-2">Uber CFO Gets Into Build Versus Buy Debate</h2><p>Krishnamurthy said corporate catering requires specialized technology, merchant support and logistics capabilities. Rather than spending years developing those capabilities internally, Uber can boost its entry into the category by acquiring an established operation and combining it with its existing global distribution network.</p><p>“That doesn't mean it can't be built, but this acquisition leapfrogs Uber well ahead. Combined with our distribution and global footprint, an acquisition allows us to scale this category much faster.”</p><h2 class="st-heading-2">Uber’s Lessons From Earlier Deals</h2><p>Krishnamurthy admitted that some of Uber’s 2020 and 2021 acquisitions did not perform as expected. He said poor planning for combining the businesses was a key reason, prompting Uber to pause acquisitions for several years.&nbsp;</p><p>“It's a fair critique that of the M&amp;A we did in 2020-21, not all were successes. It's a big reason why we paused any further acquisitions in 2022-24. As we look back at our deals from that era, the key reason we did not execute well on all our deals was that we did not have a well formed integration plan ahead of the acquisitions.”</p><p>The CFO said newer transactions, including Trendyol Go, SpotHero and Getir, are performing ahead of their initial plans. He added that periods of market disruption can create attractive opportunities for selective M&amp;A, although Uber evaluates each potential transaction independently.</p><h2 class="st-heading-2">UBER Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;</p><p>UBER stock has declined 16% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyd-stock-in-focus-ellison-family-bets-17-b-on-skydance-what-s-next-for-the-new-media-giant/cZDU9SRRBNG">SKYD Stock In Focus: Ellison Family Bets $17B On Skydance — What’s Next For The New Media Giant</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 In this photo illustration, the logo of Uber is displayed on the screen of a smart tablet. 

Uber Technologies’ (UBER) acquisition strategy is drawing investor scrutiny as CFO Balaji Krishnamurthy defends the company’s decision to buy established businesses rather than build every capability internally. Krishnamurthy said acquisitions can boost e

Uber’s M&A Playbook Faces Scrutiny: CFO Says Acquisitions Can Beat Building From Scratch

DoorDash Inc - Ordinary Shares - Class A

Uber Technologies 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.

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