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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 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.

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.

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.

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.

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.

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

Traders are focused on Disneys recent rebound and repeated tests of resistance, debating whether it can break out or will keep slipping back into its trading range. Bullish posts point to buyers defending the pullback, while bearish traders cite failed attempts to hold gains and downside options activity.

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STZ Stock Looks To Snap 7 Weeks Of Losses: Why Goldman Sachs Is Bullish Despite Slashing Price Target

Equity

Goldman Sachs keeps a ‘Buy’ rating on Constellation Brands, citing stronger brand momentum and solid earnings.  


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CPB Stock Heads For Worst Week Since March: Jefferies Sees 2027 'Shaping Up As A Difficult Year' After Dividend Cut 

Jefferies lowered its price target for Campbell's, citing challenging fiscal 2027 guidance.


ETFs to Gain as Trump Waives Off Tariffs on Beef Imports Temporarily

Trump's 90-day beef tariff waiver could lower costs for fast-food chains and meat distributors, benefiting ETFs with exposure to these companies.

GIS Stock Eyes Second Week Of Gains: Jefferies Sees Savings Upside For General Mills Amid Consumer Pressure 

Jefferies raised its price target on GIS and highlighted a focus on brand investments.  


CPB Stock Slips Premarket After Earnings – But Retail Still Sees Campbell’s As A 'Defensive Play' 

Bank of America slashed its price target on CPB from $20 to $18.


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<ul class="summary-bullets"><li>Goldman Sachs cut Constellation Brands’ price target to $155 from $180, still implying a 31% upside.&nbsp;</li><li>Constellation said September trends could lift FY27 results toward the upper end of guidance.&nbsp;</li><li>Constellation CEO Nicholas Fink sees renewed beer growth through stronger marketing.&nbsp;</li></ul><p>Constellation Brands (STZ) stock is looking to break a seven-week losing streak, and Goldman Sachs isn’t giving up on the beer giant. Despite slashing its price target, the firm kept its Buy rating as CEO Nicholas Fink points to renewed brand momentum, emerging products and aggressive marketing to reignite growth.&nbsp;</p><p><a href="https://stocktwits.com/symbol/STZ">Constellation Brands stock</a> edged 0.65% lower overnight Wednesday after a 2% gain in regular session. The stock has rallied nearly 5% so far this week and is on track for its best week since June.&nbsp;</p><h2 class="st-heading-2">Goldman Sachs Stays Bullish On Constellation Brands Despite Target Cut&nbsp;</h2><p>Goldman Sachs cut its Constellation Brands price target to $155 from $180 but kept its ‘Buy’ rating. The new target still suggests about 31% upside from the stock’s last close, showing the firm remains positive on the shares.&nbsp;</p><p>Constellation Brands&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stz-stock-falls-as-modelo-and-corona-lose-volume-full-year-profit-outlook-holds/cZDtS6VRBlk">reported</a> comparable earnings of $3.74 per share, beating analysts' consensus estimate of $3.60, according to Fiscal.ai data. Also, management offered investors another reason for optimism during the earnings call. Constellation said continued improvement in September could allow the company to finish fiscal 2027 near the top of its comparable earnings outlook of $11.20 to $11.90 per share. Goldman Sachs said it was encouraged by that possibility.</p><h2 class="st-heading-2">Constellation Targets A Beer Growth Revival&nbsp;</h2><p>Constellation Brands CEO Nicholas Fink said the company sees more ways to boost beer sales through stronger marketing, better brand execution and new products.&nbsp;</p><p>“We're a growth business and we need to get that engine humming again. That's going to take sustained work across marketing, brand positioning, commercialization, products, and packs,” Fink said during the earnings call.</p><p>"Take Corona, for example. We put more behind Corona and got more focused on granular execution. It's not a brand that requires awareness driving; it's a brand that requires saliency. And we're seeing green shoots already. If I look at Circana data, our 12-week is better than our 52-week and our 4-week is better than our 1-week. I'm not satisfied with where it is, but it's trending in the right direction—a lot better than it was a year ago."&nbsp;</p><p>Fink said Modelo is also showing signs of improvement, with the company targeting Hispanic consumers and using major sports events like football season to reach more U.S. customers.&nbsp;</p><h2 class="st-heading-2">STZ Stock: Retail Stance</h2><p>On Stocktwits, retail sentiment around the stock fell to ‘neutral’ from ‘extremely bullish’ territory the previous day.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/InvestingWithRob/message/666007841">said</a>, “They have a 2.5 billion share buyback authorization that represents about 12% of the market cap.”&nbsp;</p><p>STZ stock has declined over 14% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-rises-nearly-5-as-capricor-presents-heart-data-for-deramiocel-ahead-of-november-fda-decision/cZDvAk3RBZO">CAPR Stock Rises Nearly 5% As Capricor Presents Heart Data For Deramiocel Ahead Of November FDA Decision</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, bottles of Corona beer are displayed.

Constellation Brands (STZ) stock is looking to break a seven-week losing streak, and Goldman Sachs isn’t giving up on the beer giant. Despite slashing its price target, the firm kept its Buy rating as CEO Nicholas Fink points to renewed brand momentum, em

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Constellation Brands Inc

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