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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 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.

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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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.

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