SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rises amid reports of tanker and energy-infrastructure attacks in the Middle East, stoking fears of supply disruptions and adding to inflation concerns. Traders are split between expecting further gains and arguing the rally is overextended or vulnerable to a pullback, with some noting that futures contract rollover can distort the move.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention after a prolonged selloff, with traders focused on dilution concerns, heavy spending before meaningful production, and frustration with managements limited communication during the CEO transition; weakness across rare-earth and critical-minerals stocks adds pressure. Some investors view the decline as an oversold opportunity tied to the long-term domestic supply-chain story, while others fear further losses and question the companys execution.

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

CoreWeave is under pressure amid concerns about its debt-heavy financing needs and whether AI demand can generate sufficient returns, sharpened by HSBCs bearish assessment and a broader selloff in neocloud stocks. Traders are split between fears that borrowing costs and execution risks threaten the business and bullish arguments that its contracted backlog and AI demand support the long-term case; some also note that a bullish analyst upgrade failed to reverse the selling.

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 steep post-IPO slide dominates discussion, with traders pointing to upcoming share lockups, reported insider selling and an analyst downgrade, while also debating valuation and reliance on OpenAI amid competition. Bears expect more pressure; bulls argue the selloff is overdone and cite the companys technology and cash position.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to fresh lows is being discussed alongside Trumps falling approval and the approaching midterms, with traders tying the negative sentiment to political backlash over the Iran conflict and rising energy costs, as well as concerns about the companys business. The conversation is overwhelmingly bearish, though a few traders are looking for a bounce.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock to Sell and cut its price target, citing long commercialization timelines and a lack of firm customer commitments; traders are also focused on delays around potential TVA deployment and the broader weakness in nuclear names. The downgrade has intensified bearish concerns about execution and cash burn, while some investors argue the selloff is excessive and are buying on the long-term nuclear-power thesis.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is under pressure after its Q3 earnings beat failed to overcome disappointment with a full-year profit outlook that was narrowed without raising its midpoint, alongside weaker U.S. deliveries and market share. Traders debate whether the new buyback and stronger cash-flow outlook offset the cautious guidance, with some calling the selloff excessive.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs quarterly earnings beat and raised 2026 outlook are drawing attention, but shares are falling as traders weigh higher costs, weaker free cash flow and a loss in its insurance business against strong aerospace demand. Some see the report as a solid result, while others question whether services growth and margins can justify expectations.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARA is drawing attention for a steep, prolonged selloff despite Bitcoin holding relatively firm, with traders emphasizing the stocks weak performance and lack of fresh company-specific news. Bearish discussion centers on the absence of signed AI/data-center tenants and concerns about management, debt, and dilution, while some traders view the decline as oversold and expect a possible rebound.

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 broad selloff in AI-infrastructure and neocloud stocks, fueled by concerns about whether heavy buildout spending can earn adequate returns and be financed sustainably, has driven NBIS discussion; traders also cite contagion from CoreWeave and Gartners warning about the sector. The community is split between viewing NBISs rebound as an oversold buying opportunity and expecting further declines, with funding needs and upcoming results central to the debate.

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Stocktwits Biotech Dealmaker: Gilead, AstraZeneca And Roche Chase Pipeline Expansion Over Buyouts

Equity

Deals for AI discovery platforms and differentiated experimental candidates for obesity and solid tumors dominated the week.


Generate Biomedicines Lands Major AI Drug Partnership to Target Booming Obesity Market

Generate Biomedicines & Zealand Pharma team up to develop AI-engineered protein therapies for obesity & metabolic diseases.read more...

EXCLUSIVE: Nvidia GPUs Are EssentialBut They Won't Decide Who Wins AI Drug Discovery, Generate CTO Says

Generate Biomedicines CTO says Nvidia GPUs are essential, but data and experimentation will determine AI drug discovery winners.read more...

QUICK SPARK: Nvidia-Backed Biotech Says AI Could Make Biology Programmable

Generate Biomedicines says AI could make biology programmable by generating and testing drug hypotheses at machine scale.read more...

EXCLUSIVE: Nvidia's Biggest Contribution to AI Drug Discovery Isn't Money, Generate CTO Says

Generate Biomedicines co-founder & CTO says Nvidia's biggest contribution to AI drug discovery is technical collaboration, not just capital.read more...

Nvidia CEO Jensen Huang Said AI's 'Most Profound Impact Will Be in Life Sciences.' Does This Bet on a Biotech Stock Prove He Means It?

Key PointsThe chipmaker has active interests in the healthcare market, including a partnership with Eli Lilly and an investment in small biotech Generate Biomedicines...

Cathie Wood Likes That New Stock Smell: 3 IPO Stocks She Bought on Monday

Key PointsCathie Wood added to her positions in Space Exploration, Bullish, and Generate Biomedicines on Monday...

AdvanCell Signs 128,000 Square Foot, Full Building Lease at IQHQ's Innovation Park in Andover, Massachusetts

AdvanCell Signs 128,000 Square Foot, Full Building Lease at IQHQ's Innovation Park in Andover, Massachusetts AdvanCell Signs 128,000 Square Foot, Full Building Lease at IQHQ's Innovation Park in Andover, Massachusetts PR Newswire BOSTON, June 22, 2026 Newly Constructed Phase 2 now 100...

A New $21 Million Position Signals Confidence in This Post-IPO Drug Developer

Key PointsHarbourVest initiated 1,722,210 shares of Generate Biomedicines last quarter; the estimated trade size was $21.03 million based on quarterly average prices...

Generate Biomedicines Inc. to Participate in Goldman Sachs 47th Annual Global Healthcare Conference

Generate Biomedicines Inc. to Participate in Goldman Sachs 47th Annual Global Healthcare Conference Generate Biomedicines Inc. to Participate in Goldman Sachs 47th Annual Global Healthcare Conference PR Newswire SOMERVILLE, Mass., May 28, 2026 SOMERVILLE, Mass., May 28, 2026 /PRNewswire...

Generate Biomedicines, Inc. is a clinical-stage generative biology company pioneering the AI revolution in biotechnology and drug design and development. The company was founded in 2018, and is headquartered in Somerville, MA.

Generate Biomedicines Inc

Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$GILD" data-symbol-id="GILD" href="https://stocktwits.com/symbol/GILD" target="_blank">Gilead Sciences</a> partnered with Vir Biotechnology on Wednesday to discover and develop three drugs aimed at solid tumors.</li><li>AstraZeneca signed an up-to-$1.5 billion AI collaboration with insitro for MASH and cardiomyopathies.&nbsp;</li><li>Roche licensed Rona’s drug candidate, and Zealand Pharma teamed with Generate on AI-designed proteins for differentiated obesity approaches.</li></ul><p>Large pharmaceutical companies including Gilead Sciences, Roche and AstraZeneca spent this week securing access to discovery technologies and experimental candidates that address clear biological gaps, instead of large-scale acquisitions of rival firms or approved products.</p><p>Obesity and cancer remained the clear focal points, with several of the week’s biggest partnerships aimed at differentiated weight-loss mechanisms or new solid-tumor approaches.</p><h2 class="st-heading-2">Gilead Partners With Vir For New Cancer Drug Candidates</h2><p>Gilead Sciences (GILD) partnered with Vir Biotechnology (VIR) on Wednesday to discover and develop three drugs aimed at solid tumors. Vir will handle early discovery, design, and optimization using its AI-enabled protein engineering tools and PRO-XTEN masking technology. Gilead receives exclusive rights to nominate candidates and will lead subsequent development, manufacturing, and commercialization.</p><p>Vir is eligible for $90 million upfront—$65 million in cash plus a $25 million equity investment at a premium—plus up to $45 million in near-term preclinical milestones and as much as $1.74 billion in later development, regulatory, and commercial payments, along with tiered royalties. The agreement marks Vir’s second major partnership around its masking platform this year after a previous deal with Astellas and adds to Gilead’s attempts to advance its cancer offerings besides its blockbuster drug Trodelvy.</p><h2 class="st-heading-2">AstraZeneca Taps Insitro’s AI Platform</h2><p>AstraZeneca (AZN) signed a worldwide exclusive research collaboration with privately held AI therapeutics company insitro focused on metabolic dysfunction-associated steatohepatitis (MASH) and cardiomyopathies. Insitro will apply its Virtual Human platform, which combines human and cellular data with AI, to identify causal disease biology and advance AstraZeneca-nominated targets through discovery to the development-candidate stage.</p><p>AstraZeneca will lead clinical development, regulatory work, and commercialization. Insitro will receive $40 million upfront and is eligible for up to approximately $1.46 billion in discovery, development, and commercial milestones, plus single-digit royalties on potential sales.</p><h2 class="st-heading-2">Roche, Zealand Pharma Add Differentiated Obesity Approaches</h2><p>Roche secured exclusive worldwide rights to Rona Therapeutics’ investigational drug candidate which targets a protein predominantly expressed in fat tissues. The drug candidate is designed to selectively reduce visceral and ectopic fat while preserving lean mass—an attractive complement to currently popular obesity drug classes like GLP-1. Rona is eligible for up to $100 million in upfront and near-term payments, up to $1.06 billion in additional milestones, and tiered royalties.</p><p>Separately, Zealand Pharma entered a collaboration with Generate Biomedicines (GENB) to design multispecific protein therapeutics for obesity and other metabolic diseases using Generate’s generative AI platform. Generate will lead research through lead-candidate selection for two initial programs, with an option for a third; Zealand will handle clinical development, regulatory submissions, and commercialization. Generate receives $30 million upfront, up to $35 million in early preclinical milestones, and nearly $1.2 billion in total potential milestones, plus royalties.</p><h2 class="st-heading-2">Pfizer, Galderma Make Platform And Commercial Moves</h2><p>Pfizer (PFE) partnered with privately-held Enodia Therapeutics on a research collaboration and license for compounds intended to block disease-driving proteins at the point of synthesis. The potential value exceeds $500 million, including an upfront payment, milestones, and royalties; Enodia will run discovery against multiple targets while Pfizer takes over later development and commercialization.</p><h2 class="st-heading-2">How Did Retail Traders React?</h2><p>On Stocktwits, retail sentiment around SPDR S&amp;P Biotech ETF (XBI) fell from bullish to neutral territory over the past 24 hours, while message volume stayed at normal levels.</p><p><a href="https://stocktwits.com/symbol/XBI">XBI</a> has fallen 4% over the past week as part of a broader biotech pullback that began after its mid-August peak near $170, but it is up 22.5% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/novartis-discontinues-mid-stage-lupus-trial-in-latest-pipeline-setback/cZxKiBhRBtc">Novartis Discontinues Mid-Stage Lupus Trial In Latest Pipeline Setback</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

Digital background depicting innovative technologies in medicine systems. Source: Getty Images

Deals for AI discovery platforms and differentiated experimental candidates for obesity and solid tumors dominated the week.

AstraZeneca PLC

Gilead Sciences, Inc.

Pfizer Inc

Roche Holdings AG ADR

Vir Biotechnology Inc

SPDR S&P Biotech ETF

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Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

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