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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 sharp rebound is being linked by traders to Morgan Stanley naming it a top pick on AWS growth and AI prospects, as well as AWS making its Trainium chips easier for developers to use. Bulls welcome the move and point to cloud and AI momentum, while skeptics question whether it can hold amid heavy capex and recent volatility.

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, strengthening the case for an FDA resubmission, though approval remains ahead and dizziness incidence has drawn some concern. Traders are broadly bullish on the trial result, with discussion also focused on short-covering and whether the rally can hold.

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 drawing attention after a sharp selloff and break below technical support, with traders pointing to disclosed insider selling and a DBS downgrade as possible pressures. The community is divided between expecting further declines and viewing the pullback as a buying opportunity, while some also cite weakness in Indonesian markets and broader regional macro concerns.

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

A stronger-than-expected third quarter and an upbeat 2027 EBITDA outlook are driving CLFs rally, with bullish traders anticipating short covering. Others warn the outlook depends on steel prices and remain focused on the companys debt, while some see the move as a sell-the-news bounce.

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

ImmunityBios FDA expansion of Anktiva plus BCG to papillary-only bladder cancer, alongside positive long-term trial data, is the main focus. The share-price decline despite those developments has prompted debate over profit-taking, broader biotech weakness and options activity, while some traders allege manipulation without substantiation.

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 is drawing attention amid a steep post-IPO selloff, with traders citing insider share sales and upcoming lockup releases as added supply pressure alongside concerns about valuation, growth and its OpenAI exposure. Bears warn of further downside, while bulls argue the decline is overdone and are buying the dip; some also attribute weakness to a broader AI and semiconductor-sector retreat.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun is drawing attention amid a persistent selloff and weak solar-sector sentiment, with traders pointing to interest-rate sensitivity, policy and financing concerns, and analyst target cuts. The debate is whether its AI data-center, battery-storage and virtual-power-plant initiativesand perceived high short interestcould offset those pressures; some traders view them as a potential turnaround catalyst, while others remain bearish.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is drawing attention around its MSToronto multiple-sclerosis presentations, especially initial Phase 1 azer-cel findings in progressive MS and additional BRIUMVI data. Traders are hopeful the readouts and coming BRIUMVI milestones could support growth, while others are frustrated by choppy trading; buyout talk remains speculation.

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 of CoreWeave to Buy prompted hopes for a rebound after a sharp selloff, but traders remain focused on the companys debt burden, bond-market stress, and ability to finance expansion. Bulls point to AI demand and contracted backlog as support, while bears argue those commitments may not translate into enough cash flow to cover financing needs.

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 presentation is drawing criticism after the shares fell, with traders saying CEO Lewis Black appeared disengaged and questioning whether the meeting contained undisclosed negatives. Others said they heard no clearly bad news, leaving the selloffs cause uncertain amid ongoing scrutiny of the Sangdong production ramp.

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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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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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