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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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KYTX Stock Reverses Gains After One-Year Cell Therapy Trial Data — But CEO Says Disease Burden Justifies A Premium Price

Equity

Chief executive Warner Biddle said the therapy’s durability “exceeded even our expectations.” 



High Income ETF (IWMI) Hits a New 52-Week High

IWMI hits a new 52-week high as investors seek high income amid market uncertainty.

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<ul class="summary-bullets"><li>Miv-cel is a one-dose treatment made from a patient’s own immune cells and designed to reset the attack on the nervous system.</li><li>In the 26-patient stiff person syndrome study, walking speed improved by a median 49% at one year.</li><li>Kyverna said it will fold the one-year stiff person syndrome results into a rolling application for U.S. approval, still slated to finish in the fourth quarter of 2026.</li></ul><p>Shares of Kyverna Therapeutics (KYTX) fell on Thursday even after the company reported that a one-time cell therapy kept helping patients with stiff person syndrome (SPS) and generalized myasthenia gravis a full year later.</p><p>Investors had already priced in much of the good news after earlier trial readouts. Thursday’s update confirmed that benefits lasted, but did not deliver a surprise.</p><p>Kyverna opened near $7.80, up more than 10%, then reversed, trading as low as about $6.68, or 5.5% lower than Wednesday’s close.</p><h2 class="st-heading-2">What The Data Showed</h2><p>Miv-cel is a one-dose treatment made from a patient’s own immune cells and designed to reset the attack on the nervous system. In the 26-patient stiff person syndrome study, walking speed improved by a median 49% at one year. Nearly all patients who had gained ground by week 16 still held that gain. Most no longer needed long-term immune-suppressing drugs, and two-thirds of those who once used a walking aid no longer needed one.</p><p>Safety stayed clean: No severe cytokine storms or the most serious treatment-related brain side effects. Five patients had expected low white-cell counts; all were manageable, and none had serious infections, the company said.</p><p>A smaller myasthenia gravis study of seven patients showed the same theme. All improved on standard symptom scores by six months, and those followed for a year or more kept the benefit. Most remained off chronic medicines.</p><h2 class="st-heading-2">What Executives Emphasized</h2><p>Chief executive Warner Biddle said the durability “exceeded even our expectations.”</p><p>Biddle said SPS is expensive and devastating: treating one patient can cost $700,000 to more than $1.5 million over three years, and fewer than 1 in 5 patients are still working four years after diagnosis. That burden, he said, supports charging more than the $500,000 to $600,000 now paid for similar cancer cell therapies. About 6,000 people in the U.S. have been diagnosed. At launch, Kyverna plans to start with the 2,000 to 2,500 patients who are not getting enough help from current off-label drugs, many of them treated at about 10 major academic hospitals.</p><h2 class="st-heading-2">What Comes Next</h2><p>Kyverna said it will fold the one-year stiff person syndrome results into a rolling application for U.S. approval, still slated to finish in the fourth quarter of 2026. Fuller data will be presented at medical meetings later this month and in October. A larger myasthenia gravis trial is expected to finish enrolling around mid-2027.</p><h2 class="st-heading-2">How Did KYTX Retail Traders React?</h2><p>On Stocktwits, retail sentiment around KYTX stock jumped from ‘neutral’ to ‘extremely bullish’ over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.</p><p>A Stocktwits user said the stock is a “bargain” at current prices.</p><p><stembedurl>https://stocktwits.com/bioisrisky/message/665023399</stembedurl></p><p>“Very interesting platform is the durability holds up,” another said about the trial results.</p><p><stembedurl>https://stocktwits.com/MarketDegenerate/message/665017160</stembedurl></p><p><a href="https://stocktwits.com/symbol/KYTX">KYTX stock</a> has fallen 26% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/a-55-b-vanguard-bond-fund-manager-says-no-time-to-be-a-hero-as-treasury-yields-spike-across-the-curve/cZMJJSKRB9A">A $55B Vanguard Bond Fund Manager Says ‘No Time To Be A Hero’ As Treasury Yields Spike Across The Curve</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

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Chief executive Warner Biddle said the therapy’s durability “exceeded even our expectations.” 

NEOS Russell 2000 High Income ETF

Kyverna Therapeutics Inc.

Vanguard Total Stock Market ETF

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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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Current Price	$48.10
Prev Close	$47.99
Open	$48.20
Dividend Yield	N/A
50-Day Moving Average	$50.96
Beta	N/A
Avg. Volume	497,707.55
PE Ratio	N/A

52-Week High	$53.86
52-Week Low	$45.64
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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