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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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Hotter-than-expected inflation readings and renewed Fed tightening concerns have weighed on rate-sensitive small caps, while technical weakness has added to pressure on IWM. Traders are divided between looking for an oversold bounce and expecting further declines if support fails.

Omeros Shares Slide After CHMP Upholds Negative Opinion On Drug; Analyst Sees Buying Opportunity At $16

Equity

The Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency issued a negative opinion on Omeros’ marketing authorization application for narsoplimab, sold as Yartemlea in the United States, the company said on Friday. 


S&P 500 Bull Market Has Reasons For Optimism, Says Baird — But Higher Rates Could Favor Quality Stocks

Six of the seven previous bull markets that reached their fourth anniversary posted positive fifth-year returns, with an average gain of 13.4% across all seven, according to Baird.

CIFR Stock On Track To Hit 6-Month Low After Cipher Digital Plans To Sell $850M Convertible Notes 

Cipher is also seeking to swap part of its 1.75% notes due 2030 for ordinary shares, which might result in more shares being issued and could put more pressure on CIFR stock.

BMBL Stock Soars Over 50% On $1B Take-Private Talks; MTCH Edges Higher As Well

The prospective buyer for Bumble is Ithaca Holdings, a recently formed firm led by two Silicon Valley executives, the Wall Street Journal reported. 


BULL Stock Heads For Biggest Drop In Over A Year After House Panel Reportedly Flags Webull’s ‘Structural’ Ties To China

According to a CNBC report, the panel raised concerns about Webull’s software, data pipelines, and engineering infrastructure.

Strive's Matt Cole Says Bitcoin Could Hit $500,000 By The End Of 2030 

Matt Cole expects a new Bitcoin bull market within the next 18 months, driven by a weaker dollar.


PCVX Stock Hits Fresh 52-Week High On Late-Stage Win In Adult Pneumonia Vaccine Race: Jefferies Says It Hit ‘Blue-Sky’ Case

In the OPUS-1 study, Vaxcyte’s VAX-31 matched or beat immune responses from Pfizer’s Prevnar 20 and Merck’s Capvaxive on most strains those vaccines cover. 

Should iShares Russell 2000 ETF (IWM) Be on Your Investing Radar?

CGEM Stock Extends Losses After Cullinan Delays Arthritis Update To December — Zipalertinib Safety Worries Linger   

Additional multi-dose data for CLN-978 in difficult-to-treat rheumatoid arthritis (RA), once expected in the third quarter, will now arrive in December.


Strive CEO Says Tokenized Stocks Won't Impact Bitcoin Treasury Companies - People Are Here For The ‘Premium’

Strive’s Cole said some treasury companies launched with bad debt terms and will not survive.

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Neutral Sentiment

<ul class="summary-bullets"><li>H.C. Wainwright views the weakness following the morning’s negative Committee for Medicinal Products for Human Use opinion as overdone and sees a buying opportunity ahead of the next quarterly update.</li><li>Today’s decision, H.C. Wainwright said, does not change its forecasts, valuation, or investment thesis, while reiterating a Buy rating with a $33 price target.</li><li>The company now plans to license commercialization rights to a third party in the European Union (EU) if EU marketing authorization is granted.</li></ul><p>Shares of Omeros Corp (OMER) slumped 15% on Friday after a European Medicines Agency committee upheld a negative opinion on its drug for a serious post-transplant condition, though H.C. Wainwright dismissed the selloff as overdone.</p><p>The stock is now on track for its steepest one-day decline since late June.</p><h2 class="st-heading-2">What Did The Analyst Say?</h2><p>H.C. Wainwright views the weakness following the morning’s negative Committee for Medicinal Products for Human Use opinion as overdone and sees a buying opportunity ahead of the next quarterly update. The firm said it had already removed Europe entirely from its model when it lowered its price target to $33 in June after the committee's initial negative opinion.</p><p>Today’s decision, H.C. Wainwright said, does not change its forecasts, valuation, or investment thesis, while reiterating a Buy rating with a $33 price target. The price target still implies a potential upside of about 100% from the stock’s current trading levels around $16.</p><h2 class="st-heading-2">Second European Rejection For Yartemlea</h2><p>The Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency issued a negative opinion on Omeros’ marketing authorization application for narsoplimab, sold as Yartemlea in the United States, the company said on Friday. This followed a re-examination of the committee’s original negative decision from June.</p><p>An eight-member ad hoc expert group recommended that outside experts examine individual patient data to better understand factors linked to treatment response and survival, the company said. Omeros said it had submitted substantial patient-level data in August, but the CHMP did not share those records with the expert panel.</p><h2 class="st-heading-2">US Approval Stands In Contrast</h2><p>Narsoplimab targets a rare and potentially fatal complication called hematopoietic stem cell transplant-associated thrombotic microangiopathy (TA-TMA), which damages small blood vessels after stem cell transplants. The U.S. Food and Drug Administration approved it in December 2025 as the first and only treatment for the condition in patients aged two and older. No approved therapy exists for TA-TMA in Europe.</p><p>“We are deeply disappointed in the re-examination process and outcome,” said Omeros CEO Gregory A. Demopulos.</p><p>The company also said that it will terminate the compassionate use program for the drug in the EU and focus on its U.S. market. Current patients will receive enough supply to finish treatment, Omeros added.</p><p>The company now plans to license commercialization rights to a third party in the European Union (EU) if EU marketing authorization is granted.</p><h2 class="st-heading-2">How Did OMER Retail Traders React?</h2><p>On Stocktwits, retail sentiment around <a class="mention" data-mention="$OMER" data-symbol-id="OMER" href="https://stocktwits.com/symbol/OMER" target="_blank">OMER stock</a> stayed within the bearish territory over the past 24 hours, while message volume rose from normal to high levels.</p><p>A Stocktwits user noted that the company has a partnership in place with Danish drugmaker Novo Nordisk for another drug called zaltenibart, which will eventually bring in milestone payments.</p><p><stembedurl>https://stocktwits.com/resq1/message/666714149</stembedurl></p><p>Another user said they weren't expecting “this big of a downward move.”</p><p><stembedurl>https://stocktwits.com/Chronite/message/666685540</stembedurl></p><p>OMER stock has fallen 6% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/xom-stock-climbs-on-4-5-b-refining-lift-estimate-goldman-sees-q3-eps-exceeding-wall-street-expectations/cZxKaeZRBsU">XOM Stock Climbs On $4.5B Refining Lift Estimate; Goldman Sees Q3 EPS Exceeding Wall Street Expectations</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

In this photo illustration, the Omeros Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

The Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency issued a negative opinion on Omeros’ marketing authorization application for narsoplimab, sold as Yartemlea in the United States, the company said on Friday. 

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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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Investors are shifting capital out of high-growth tech into defensive sectors and small-cap plays amid AI sector uncertainty.

Traders are closely watching key technical floors near the 200MA to determine if current sell-offs are final or just the start.

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