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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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Home Depot is drawing attention for a rebound from recent lows, with traders citing defended support, bullish technical signals and call buying. Bulls view it as a potential recovery or rotation into value stocks, while skeptics point to high rates and sluggish housing demand as constraints.

The Zacks Analyst Blog Highlights NVIDIA, Philip Morris International, Home Depot and CPI Aerostructures

NVIDIA, Philip Morris and Home Depot face key growth drivers and risks as Q3 earnings season unfolds, while CPI Aerostructures benefits from rising defense orders.

Q3 Earnings Season Scorecard and Analyst Reports for NVIDIA, Philip Morris & Home Depot

NVIDIA, Philip Morris and Home Depot headline today's top stock reports, in addition to a real-time update on the Q3 earnings season. Today's note discusses how AI demand, smoke-free growth and retail investments are shaping the outlook and risks for these stocks.

Home Depot's Rising Average Ticket Offsets Softer Customer Visits

HD's higher average ticket, resilient Pro demand and big-ticket sales growth support sales momentum despite softer traffic and housing-market pressures.

If You Invested $100 In Home Depot Stock 15 Years Ago, You Would Have This Much Today

Home Depot (NYSE:HD) has outperformed the market over the past 15 years by 1.97% on an annualized basis producing an average annual return of 15.05%. Currently, Home Depot has a market capitalization of $289.95 billion.read more...

Home Depot (HD) Increases Despite Market Slip: Here's What You Need to Know

In the most recent trading session, Home Depot (HD) closed at $294.07, indicating a +1.19% shift from the previous trading day.

Robinhood Markets and Albemarle have been highlighted as Zacks Bull and Bear of the Day

Robinhood's expanding financial services and AI tools contrast with Albemarle's lithium price pressures, while Home Depot, Lowe's and Williams-Sonoma invest in growth.

How Are Strategic Investments Shaping Home Depot's Future?

HD's investments in AI, digital platforms and Pro services are driving sales growth and faster deliveries, but housing market challenges persist.

More than 82K rechargeable hand warmers recalled over fire risk

More than 82,000 rechargeable hand warmers, including products sold at Target, The Home Depot and Amazon, have been recalled over fire and burn hazards, according to federal regulators.The recall affects about 77,000 Kobayashi's HotHands-branded rechargeable hand warmers sold in the U.S., along...

Home Depot's Valuation Looks Expensive: Right Time to Buy or Wait?

HD's premium valuation and weak stock momentum raise concerns despite Pro business expansion and digital growth.

Is Trending Stock The Home Depot, Inc. (HD) a Buy Now?

Recently, Zacks.com users have been paying close attention to Home Depot (HD). This makes it worthwhile to examine what the stock has in store.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot Or Lowe’s? Morningstar Says One Home-Improvement Stock Looks Cheaper 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Morningstar’s Dave Sekera said Lowe’s offers a more attractive valuation than Home Depot following Q2 results.&nbsp;</li><li>Home Depot’s Q2 operating margin fell to 14.7%, with Sekera warning that higher mortgage costs and housing pressures could continue weighing on home-improvement spending.&nbsp;&nbsp;&nbsp;</li><li>Meanwhile, the analyst sees 3% long-term comparable-sales growth and a 13.7% margin.&nbsp;</li></ul>Home Depot (HD) and Lowe’s Companies (LOW) are both dealing with a weak housing market, but Morningstar sees a clearer opportunity in one of them. Morningstar Chief U.S. Market Strategist Dave Sekera prefers Lowe’s, saying it looks more attractive at its current price. Home Depot trades above Morningstar’s fair value, while Lowe’s is about 15% below it, leaving more room to rise.&nbsp;<h2 class="st-heading-2">Lowe’s Attractive Over Home Depot As Valuation Gap Widens</h2>Home-improvement giants Home Depot and Lowe’s are facing a difficult housing backdrop, and following the companies’ fiscal second-quarter (Q2) 2026 results, Sekera said Lowe’s offers the more compelling combination of valuation and longer-term expectations, while Home Depot’s stock remains above Morningstar’s estimate of intrinsic value.&nbsp;Home Depot’s Q2 revenue rose 5.7%, helped in part by acquisitions, while sales at existing stores increased 1.7%. Its operating margin fell to 14.7% as higher costs reduced the benefit from tariff refunds. Morningstar kept its $325 fair value estimate unchanged. Sekera said the key concern is what happens after 2026, especially whether higher costs will keep hurting profits or if Home Depot can maintain its profit margins.&nbsp;The weak housing market remains a major concern. Sekera pointed to Morningstar research showing that the average monthly mortgage payment for a typical U.S. home has risen by about $1,000 over the past five years. About half of the increase comes from higher borrowing costs, making homeowners less likely to spend on big renovation projects.&nbsp;<a href="https://stocktwits.com/symbol/HD">Home Depot stock</a> inched 0.3% lower in Wednesday’s premarket, while&nbsp;<a href="https://stocktwits.com/symbol/LOW">Lowe’s stock</a> rose 0.4%.&nbsp;<h2 class="st-heading-2">Lowe’s Delivers Revenue But Lacks Balance</h2>Lowe’s Q2 revenue increased 8%, racing past Home Depot’s growth. However, comparable sales gained just 0.2%. High transportation and fuel costs shricked Lowe’s operating margin by 62 basis points, while the company lowered its profit outlook to the lower end of its previous range.Even so, Morningstar retained its $255 fair value estimate. Sekera expects Lowe’s to eventually produce about 3% annual comparable-sales growth and a 13.7% operating margin, above what the market currently appears to anticipate.Sekera said both stocks have weakened over the past year, but he views the declines differently. Home Depot still trades above Morningstar’s long-term valuation, while Lowe’s trades at roughly a 15% discount to that estimate. According to Koyfin data, HD trades at a price-to-earnings (P/E) multiple of 21.9, while LOW is trading at 17.1X.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260826_043424341_598705cc2a.png" alt="koyfin_20260826_043424341.png" width="2400" height="1240"></figure>While HD stock declined nearly 2%, LOW stock has dropped 11% year to date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/black-berry-is-done-with-smartphones-and-cars-now-it-wants-to-own-the-software-inside-your-ai-robot/cZYNFqTRJYP">BlackBerry Is Done With Smartphones And Cars — Now It Wants To Own The Software Inside Your AI Robot</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Customers shop at a Lowe's home improvement store in Chicago.

Dave Sekera cited Lowe’s 15% discount to fair value and stronger long-term prospects.

Home Depot Or Lowe’s? Morningstar Says One Home-Improvement Stock Looks Cheaper

Dave Sekera cited Lowe’s 15% discount to fair value and stronger long-term prospects. 


Lowe's Companies, 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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Traders are closely tracking price support levels and recent breakouts, signaling strong momentum and sentiment shifts.

Macro-focused participants are analyzing yield curves and rate-sensitive movements to gauge the strength of the home improvement sector.

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