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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 after a sharp selloff fueled hopes of a rebound, but traders debated whether the upgrade could overcome ongoing financing concerns, especially as the rally faded. Bulls point to AI demand, customer commitments and Nvidias support, while bears remain focused on CoreWeaves heavy debt burden and borrowing costs.

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

Better-than-expected third-quarter results and a substantially more upbeat 2027 earnings outlook are driving CLF attention and a sharp rally. Traders are debating whether the forecast and steel-price tailwinds can overcome debt and execution concerns, while some view the move as vulnerable to profit-taking or short-covering volatility.

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

CBRS is drawing attention amid a steep post-IPO selloff, with traders pointing to successive insider-share unlocks and a broader AI and semiconductor pullback. Bears cite the companys high valuation, scaling concerns and OpenAI dependence, while bulls argue the decline is overdone and are buying dips.

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

The FDAs early expansion of ANKTIVA plus BCG to papillary-only BCG-unresponsive bladder cancer, alongside long-term data showing durable responses, is driving discussion about a larger patient market and future sales. Traders are puzzled by the share-price decline despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling or options-related pressure.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons advance is drawing attention after Morgan Stanley named it a top pick, citing AWS growth, AI opportunities and warehouse automation as potential catalysts. Traders are broadly bullish on the move, though some remain cautious about heavy AI spending and whether the shares can sustain gains ahead of earnings.

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 amid a sharp pullback, with traders pointing to repeated insider sales and a reported DBS downgrade as potential reasons for the weakness; some also cite broader Indonesia and Southeast Asia market concerns. Bulls argue the selling was planned and the business remains strong, while bears see insider selling and weak price action as warning signs.

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

Sharp post-IPO selling and volatile trading dominate the discussion, with traders pointing to lockup-related supply, bearish analyst coverage, and weakness across nuclear stocks as possible pressures. Bulls are treating the pullback as an opportunity, citing Amazons backing and X-energys potential role in meeting future data-center power demand, while others stress that reactor commercialization remains years away.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, supporting a planned FDA resubmission. Traders are broadly reacting positively, while debating short-squeeze potential and flagging dizziness and sharp price swings as concerns.

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

Almontys investor-day webcast is drawing criticism, with traders disappointed by CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. Some speculate that management appeared evasive, but those concerns are unverified; broader weakness in critical-minerals stocks is also part of the discussion.

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 drawing attention after a sharp selloff alongside other AI neocloud stocks, as traders debate financing costs and whether the sectors growth can justify its heavy capital needs. Some see the rebound and analyst support as a buying opportunity, while others call it a short-lived bounce and expect more pressure.

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AA Stock Rises Overnight: Alcoa CEO Bets On Massena East For Cash Pump As Alumina Market Tightens 

Equity

Alcoa said its planned Massena East sale could support its $1 billion asset monetization target.


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<ul class="summary-bullets"><li>Alcoa expects up to $315 million from selling part of its Massena East site.</li><li>The sale marks Alcoa’s first step toward its $1 billion asset monetization goal by 2030.</li><li>Alcoa reported $3.7 billion in Q3 revenue and earnings of $1.82 per share, beating analyst estimates.&nbsp;</li></ul>Alcoa (AA) shares climbed overnight as CEO William Oplinger’s $315 million Massena East sale plan put asset sales in focus. The deal kicks off a push to unlock up to $1 billion by 2030, while tightening alumina supplies outside China could provide another tailwind.&nbsp;<a href="https://stocktwits.com/symbol/AA">Alcoa stock</a> traded over 1% higher overnight, ahead of Friday. However, the stock is down 4% so far this week.&nbsp;<h2 class="st-heading-2">Data Center Development Could Unlock Additional Cash For Alcoa</h2>Alcoa is moving ahead with plans to unlock value from its assets, starting with a proposed sale of part of its Massena East site in New York that could bring in as much as $315 million.&nbsp;“We expect to receive the first $50 million to $65 million at closing, which is anticipated within 6 months, subject to customary permitting, regulatory approvals, key development and closing conditions,” said Oplinger during the third-quarter (Q3) earnings call.&nbsp;The remaining proceeds are expected before the end of 2030, although the agreement allows up to seven years for commissioning. Oplinger described the agreement as the first step toward Alcoa's goal of generating $500 million to $1 billion through asset sales and other monetization efforts by 2030. The arrangement could also provide additional payments as the data center develops and expands in the coming years.“It gives us some cash upfront, but it will give us cash further over the next 5 years as that data center first gets built and then gets increased in size. So it gives us a lot of upside.”<h2 class="st-heading-2">Alumina Market Strengthens Outside China</h2>Oplinger said alumina supplies became tighter outside China during the quarter, pushing prices to about $370 per metric ton. Alcoa expects supplies to tighten further in late 2026 and 2027 as production cuts, project delays and uncertainty over Indonesia’s new supply limit availability.&nbsp;China’s conditions are different, as new refineries have helped ramp up production and stockpiles, leaving the country with adequate supplies. “For Alcoa, strengthening alumina market conditions and improved operational execution create meaningful upside.”He added that aluminum prices have fallen from recent highs, but low stockpiles continue to support prices. Global supplies cover only about 42 days of demand, leaving the market vulnerable to supply disruptions or a sudden rise in demand.&nbsp;In Q3, the company reported $3.7 billion in revenue, matching Street estimates, according to Fiscal.ai data, while earnings of $1.82 per share surpassed analysts' consensus of $1.51.<h2 class="st-heading-2">AA Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock improved to ‘bullish’ from ‘neutral’.AA stock has declined nearly 24% year-to-date.&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/onds-stock-heads-for-third-red-week-but-retail-stands-firm-on-drone-defense-opportunity-will-be-epic-like-game-stop/cZx0uiJRBsb">ONDS Stock Heads For Third Red Week, But Retail Stands Firm On Drone Defense Opportunity — ‘Will Be Epic Like GameStop'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Alcoa logo is seen displayed on a smartphone screen.

Alcoa (AA) shares climbed overnight as CEO William Oplinger’s $315 million Massena East sale plan put asset sales in focus. The deal kicks off a push to unlock up to $1 billion by 2030, while tightening alumina supplies outside China could provide another

AA Stock Rises Overnight: Alcoa CEO Bets On Massena East For Cash Pump As Alumina Market Tightens

Alcoa Corp

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