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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

A stronger-than-expected third-quarter report and managements upbeat 2027 outlook have driven CLFs sharp rally, with bullish traders focused on improved steel pricing and possible short covering. Others question whether the outlook can overcome the companys debt and execution concerns, and some view the move as a sell-the-news bounce.

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 under heavy pressure amid IPO lockup-related selling concerns and a broader AI and semiconductor pullback, with traders also questioning the companys valuation, growth, and ability to scale. Bears expect further downside as more shares become eligible for sale, while bulls view the selloff as excessive and are averaging in.

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.

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.

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.

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.

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.

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

Attention centers on the FDA-cleared expansion of Alpha Taus REGAIN trial for recurrent glioblastoma and anticipated clinical data at the SNO meeting. Traders are bullish on early tumor-control findings and the broader pipeline, though some note the evidence comes from a small initial cohort.

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.

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.

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Dan Ives-Backed IVAI Raises $200M In IPO To Target Late-Stage Private AI Companies

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Ives Ultra AI Opportunities is offering 20 million shares at an assumed $10 price and is scheduled to launch its IPO at market open.


Ives Ultra AI Opportunities Inc. (NYSE: IVAI) Announces Pricing of $200 Million Initial Public Offering

Ives Ultra AI Opportunities Inc. (NYSE: IVAI) Announces Pricing of $200 Million Initial Public Offering Ives Ultra AI Opportunities Inc. (NYSE: IVAI) Announces Pricing of $200 Million Initial Public OfferingPR NewswireSAN FRANCISCO, Sept. 30, 2026SAN FRANCISCO, Sept. 30, 2026 /PRNewswire/ -- Ives...

Ives Ultra AI Opportunities, Inc. operates as a closed-end management investment company, which aims to provide long-term capital appreciation through investments made in a portfolio of equity securities. The company was founded on June 30, 2025 and is headquartered in San Francisco, CA.

Ives Ultra AI Opportunities Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>The closed-end fund plans to invest at least 80% of its assets in late-stage private AI infrastructure and applied-AI companies.</li><li>The fund can invest up to 15% of its assets in private funds, giving it another way to gain exposure to private AI companies.</li><li><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> could take up to 12 months to build its initial portfolio.</li></ul>Ives Ultra AI Opportunities (<a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a>) priced its IPO on Tuesday, selling 20 million shares at $10 apiece to raise $200 million ahead of its NYSE debut at market open.&nbsp;The fund is chaired by Dan Ives, the longtime technology analyst and current partner at Yorkville Ives. Ives is not the portfolio manager. Ed Leathers is responsible for managing the portfolio, while Jeff Leathers runs Ives Ultra Capital Management, the investment adviser.The fund plans to put at least 80% of assets into late-stage private AI infrastructure and applied-AI companies, with up to 15% allowed in private funds for added exposure, and charges total annual expenses of 3.1% on gross assets.<h2 class="st-heading-2"><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> Joins A Growing Private-Tech Fund Category</h2><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> is not the first publicly traded vehicle designed to give retail investors access to private technology companies.Destiny Tech100 (DXYZ), which began trading on the NYSE in March 2024, invests in venture-backed private technology companies. The fund has held positions in companies including SpaceX (SPCX), OpenAI and Anthropic.In a May 2026 SEC filing, DXYZ said its shares were trading at a 151% premium to NAV, at $61.66 compared with a $24.56 NAV. The filing also cautioned that premiums can be unsustainable over time.Other vehicles, including Fundrise Innovation Fund (VCX) and ARK Venture Fund, have also sought to give investors access to private technology and venture investments.Unlike Destiny Tech100, which already holds a diversified private portfolio, <a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> has up to 12 months just to identify its first investments.Whether the fund trades near its $10 offer price or swings toward the premiums seen elsewhere in the category will likely be the first real test of investor appetite once shares begin trading.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-gains-earnings-jpmorgan-sees-constructive-setup-amid-netlist-legal-fight/cZMZb9lRBgk">MU Stock Gains Ahead Of Q4 Earnings: JPMorgan Sees 'Constructive' Setup Amid Netlist Legal Fight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tech analyst Dan Ives at Fan Event at World Flagship Space Seoul.

Ives Ultra AI Opportunities is offering 20 million shares at an assumed $10 price and is scheduled to launch its IPO at market open.

Anthropic

DESTINY TECH 100 INC

OpenAI

Fundrise Innovation Fund

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.

Current Price	$10.09
Prev Close	$10.08
Open	$10.10
Dividend Yield	N/A
50-Day Moving Average	$10.13
Beta	0.00
Avg. Volume	2.35M
PE Ratio	N/A

52-Week High	$10.32
52-Week Low	$10.05
Market Capitalization	$252M
EPS (Annual)	$0.00
Price to Book	2,520.00
Revenue Per Employee	N/A

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