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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.

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.

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.

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.

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 after a prolonged decline, with traders frequently blaming insider share sales and frustration that management has not announced a fresh buyback. Some see the selloff as a buying opportunity given the companys growth and cash position, while others warn the stock may keep falling and question its valuation and management.

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.

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.

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 cancer-trial pipeline is driving attention, particularly the FDA-cleared expansion of its recurrent glioblastoma REGAIN study and completed enrollment in the pancreatic IMPACT study ahead of further data updates. Traders are broadly optimistic about these milestones, though expectations for a near-term stock move remain speculative amid price consolidation.

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

ALM is drawing attention after a sharp selloff during and following its investor day, with traders criticizing CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. The reaction contrasts with longer-term bullish views on Sangdongs production ramp and tungsten demand, while some attribute weakness to broader market pressure.

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.

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Does Heico (HEI) Have the Potential to Rally 26.83% as Wall Street Analysts Expect?

The consensus price target hints at a 26.8% upside potential for Heico (HEI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

How to Find Strong Buy Aerospace Stocks Using the Zacks Rank

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Zacks Rank.

Zacks Investment Ideas feature highlights: CoreWeave, Cinemark, Oscar Health and Heico

Cinemark, Oscar Health and Heico stand out amid market turmoil, with rising earnings estimates, strong fundamentals and constructive price action.

3 Top Ranked Stocks Gaining Despite Market Turmoil

Heico, Cinemark and Oscar Health are three stocks showing relative strength against the broader market.

The Zacks Analyst Blog Highlights HEICO, ATI and Teledyne 

HEICO, ATI and Teledyne are included in this Analyst Blog.


Buy 3 Defense Equipment Stocks Amid Solid Short-Term Price Upside

HEI, ATI and TDY offer strong upside potential as defense demand, record backlogs and strategic acquisitions support growth.


Heico (HEI) is an Incredible Growth Stock: 3 Reasons Why 

Heico (HEI) could produce exceptional returns because of its solid growth attributes.

All You Need to Know About Heico (HEI) Rating Upgrade to Strong Buy

Heico (HEI) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

New Strong Buy Stocks for October 2nd

GTN, VICR, EMBJ, WILYY and HEI have been added to the Zacks Rank #1 (Strong Buy) List on October 2, 2026.

Jim Cramer: This Real Estate Company 'Should Never' Have Gone Public

Cramer criticized Fermi, avoided aerospace stock Heico, and questioned Grab's turnaround after its $1.49B Atome deal.read more...

HEICO Corp. engages in the manufacturing of electronic equipment for the aviation, defense, space, medical, telecommunications, and electronics industries. It operates through the Flight Support Group (FSG) and Electronic Technologies Group (ETG) segments. The FSG segment designs, manufactures, repairs, overhauls, and distributes jet engine and aircraft component replacement parts. The ETG segment focuses on electro-optical and other power equipment, high-speed interface products, high voltage interconnection devices, EMI and RFI shielding and filters, high voltage advanced power electronics, and power conversion products. The company was founded in 1957 and is headquartered in Hollywood, FL.

Heico Corp.

These 5 Aviation Stocks Slide As Melius Warns ‘Several Years Of Robust’ Aftermarket Growth May Be Ending

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Neutral Sentiment

<ul class="summary-bullets"><li>Melius warned that several years of exceptionally strong commercial aviation aftermarket growth could begin to moderate.</li><li>It expects aftermarket growth to slow to the high-single-digit percentage range next year.</li><li>The firm cut its price targets on all five aerospace companies, with the largest reduction coming for GE Aerospace.</li></ul>Aviation stocks traded lower in early morning trade on Monday amid broader market weakness after Melius Research downgraded five aerospace stocks, warning that years of exceptionally strong aftermarket growth could begin to slow.In a note to investors cited by TheFly, the firm downgraded GE Aerospace (GE), HEICO (HEI), Honeywell Aerospace Technologies (HONA), TransDigm Group (TDG) and Woodward (WWD) to ‘Hold’ from ‘Buy’.<a href="https://stocktwits.com/symbol/HONA">iShares U.S. Aerospace &amp; Defense ETF</a> (ITA), which tracks U.S. aerospace and defense companies, was down 0.46% in pre-market trade.&nbsp;<a href="https://stocktwits.com/symbol/XAR">SPDR S&amp;P Aerospace &amp; Defense ETF</a> (XAR) edged 0.63% lower.Among the cohort cited by Melius,&nbsp;<a href="https://stocktwits.com/symbol/HONA">HONA stock</a> was the worst hit, dropping more than 3% in early morning trade.&nbsp;<a href="https://stocktwits.com/symbol/GE">GE stock</a> and&nbsp;<a href="https://stocktwits.com/symbol/WWD">WWD shares</a> fell more than 1%, while&nbsp;<a href="https://stocktwits.com/symbol/HEICO">HEICO shares</a> declined roughly 2%.&nbsp;<a href="https://stocktwits.com/symbol/TDG">TransDigm&nbsp;</a>edged 0.23% lower.<h2 class="st-heading-2">‘Several Years Of Robust’ Aftermarket Growth End</h2>Melius said commercial aviation aftermarket growth, which includes replacement parts, repairs and overhaul services for aircraft already in service, is likely to moderate. It expects growth to slow to the high-single-digit percentage range next year, below the low-teens growth some investors have been modeling.It noted that the aftermarket has benefited from several overlapping factors in recent years, including aging aircraft fleets, delays in new aircraft deliveries and engine durability issues that have kept older planes in service longer.&nbsp;While that backdrop has supported “several years of robust” aftermarket growth, Melius said it expects the pace of that growth to cool.<h2 class="st-heading-2">Aerospace Stocks See Price Targets Slashed</h2>Melius also lowered its price targets for all five companies, adding to the pressure on the stocks.&nbsp;The firm cut its GE Aerospace price target to $350 from $432 and its HEICO target to $350 from $402. The target for Honeywell Aerospace was reduced to $190 from $216, while TransDigm's target was lowered to $1,331 from $1,477. The price target on Woodward shares was reduced to to $388 from $458.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stock-market-is-overdue-for-over-10-correction-says-bofa-ahead-of-fomc-meeting/cZtl6wBRBRm">Stock Market Is 'Overdue' For An Over 10% Correction, Says BofA Ahead Of FOMC Meeting</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

GE Aerospace logo is seen at the International Defence Industry Exhibition in Kielce, Poland.

Melius Research downgraded GE Aerospace, HEICO, Honeywell Aerospace Technologies, TransDigm and Woodward to ‘Hold’ from ‘Buy’.

GE Aerospace, HEICO And 3 Other Stocks Downgraded By Melius, ‘Several Years Of Robust’ Growth Set To Slow

Melius Research downgraded GE Aerospace, HEICO, Honeywell Aerospace Technologies, TransDigm and Woodward to ‘Hold’ from ‘Buy’.


GE Aerospace

Honeywell Aerospace

iShares Dow Jones US Aerospace & Defense

Transdigm Group Incorporated

Woodward Inc

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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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