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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. 

A sharp selloff across AI neocloud stocks, fueled by concerns about financing costs and whether the sectors business models can deliver returns, has put NBIS in focus. Traders are split between viewing the drop as an overdone, oversold pullbackwith some citing NBISs stronger financial positionand expecting more downside amid lingering sector risks.

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 has fueled a rebound discussion after a sharp selloff, with some traders seeing the decline as overdone and others warning that CoreWeaves heavy debt and financing needs remain a risk. The debate centers on whether AI demand and contracted business can outweigh concerns about borrowing costs and the companys ability to fund its expansion.

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 is drawing attention after stronger-than-expected third-quarter results and a sharply higher 2027 adjusted EBITDA outlook. Bulls are highlighting the improved outlook and potential short-covering, while skeptics question whether operating gains can ease the companys substantial debt burden.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The prolonged wait for the 80th death event in SELLASs blinded Phase 3 REGAL trialand the final analysis of its GPS treatment for AMLis driving attention amid share-price weakness. Bulls interpret the delay and upcoming ASH meeting as possible signs of extended survival or data disclosure, while skeptics say the timeline and CEOs comments prove nothing; no outcome has been confirmed, and traders also watch for SLS009 data.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

OCUL is drawing attention around AXPAXLIs prospects in wet AMD after competitor EyePoints trial setback. Some traders see fewer competitive threats and emphasize AXPAXLIs potential durability, while others argue the setback could fuel broader skepticism about TKI treatments; debate also centers on the companys pending NDA submission.

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

Traders are focused on XEs sharp post-IPO selloff, often blaming lockup-related share supply and weakness across nuclear and AI-linked stocks; concerns about the long path to commercialization and permitting also weigh on sentiment. Some holders remain bullish on Amazons backing and future data-center power demand, while others warn the selling may continue.

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

The FDAs clearance to expand Alpha Taus U.S. REGAIN recurrent-glioblastoma trial from 10 to 20 patients is drawing attention, alongside expectations for additional clinical data at the SNO meeting. Traders are broadly optimistic about the growing catalyst pipeline, while the early GBM results come from a very small cohort; completion of enrollment in the pancreatic IMPACT study is also contributing to the discussion.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Dynexs Q3 results are drawing attention after wider mortgage spreads drove a sharp decline in book value and a reported loss, while earnings fell short of covering the monthly dividend. Traders are debating dividend sustainability and added risk from higher leverage, though some view the losses as largely unrealized and continue to favor the income stream.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

A broad biotech selloff, attributed by traders to rising-rate concerns, risk-off positioning and rotation away from smaller biotech stocks, is weighing on XBI. The community is split between expecting further weakness and viewing the sharp pullback as an oversold buying opportunity, with potential M&A and upcoming clinical catalysts cited as reasons for optimism.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound after a steep AI-infrastructure selloff has drawn attention to WULF, with traders highlighting CEO Paul Pragers CNBC defense of its power-and-data-center leasing model, which avoids owning rapidly depreciating chips, and bullish Morgan Stanley commentary. The community is split between viewing the move as a possible reversal and worrying that financing costs, leverage, and broader sector weakness could bring renewed selling.

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Skydance CEO David Ellison Outlines 4 Goals For Merger Success, Company Targets $2B In First-Year Synergies

Equity

The combined company has roughly $79 billion in debt and aims to reduce leverage to three times within about three years through revenue growth and cost savings.


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iShares Trust - iShares Global Comm Services ETF

Neutral Sentiment

<ul class="summary-bullets"><li>In an interview with CNBC, Ellison said the combined company would invest more in content than its peers while pursuing cost savings and debt reduction.</li><li>He added that HBO Max and Paramount+ were complementary services, noting that their combination would create a streaming business with more than 200 million global subscribers.</li><li>The CEO also stated Skydance plans to release 34 films next year, with the slate also intended to drive streaming engagement through a steady pipeline of theatrical releases.</li></ul>David Ellison, CEO of the newly formed Skydance (SKYD), outlined four goals on Thursday that he believes would determine the success of the merger between Paramount and Warner Bros. Discovery.“We need to grow the top line by mid-single digits. We need to grow our speed in pushing our streaming businesses together. We need to grow and scale our studio business, our D2C business. We need to execute on our platform and technological transformation of the company,” Ellison said in an interview with CNBC. “And I believe if we do all of that, we'll be in really good shape.”Skydance co-CEO Ynon Kreiz added that Skydance expects to meet a third of its synergy target of $6 billion in the first year.&nbsp;“We are positioned to win in every single vertical that we operate in,” said Ellison.&nbsp;<a href="https://stocktwits.com/symbol/SKYD">SKYD stock</a> outperformed the broader market drawdown, rising 1.5% in morning trade. On Stocktwits, retail sentiment around the company shifted to ‘neutral’ from ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Skydance Targets $10 Billion In Free Cash Flow By 2030</h2>The combined company faces a substantial debt burden, with roughly $79 billion in debt and a target of reducing leverage to 3x within about three years.Ellison said Skydance plans to reduce debt through revenue growth and cost savings while continuing to invest in content. “We're going to be investing more in content than any of our peers,” Ellison said. The company is projecting mid-single-digit revenue growth from a business that already generates nearly $70 billion annually.Management is targeting $6 billion in synergies over three years through technology integration, marketing consolidation, real estate optimization and workforce adjustments. Kreiz said labor would not account for the majority of the savings.The executives also expect free cash flow to rise to $10 billion by 2030, from a projected $4 billion next year after removing transaction costs. The company is targeting earnings before interest, taxes, depreciation and amortization (EBITDA) margins in the mid-20% range.Management is targeting $6 billion in synergies over three years through technology integration, marketing consolidation, real estate optimization and workforce adjustments. Kreiz said labor would not account for the majority of the savings.“We have a clear vision and line of sight to achieve the savings we're aiming towards,” Kreiz said, adding that the company was already executing its integration plan.<h2 class="st-heading-2">HBO Max, Paramount+ Integration To Accelerate Streaming Growth</h2>A central part of the strategy is combining HBO Max and Paramount+, which Ellison said would give the company more than 200 million global streaming subscribers. The company also owns Pluto, its free, ad-supported streaming service, which has 80 million monthly active users.The combined library includes franchises such as Harry Potter, The Lord of the Rings, the DC Universe, Mission: Impossible and Top Gun: Maverick. Ellison also pointed to the company's sports rights and news brands as advantages in attracting audiences.“The two services are highly complementary,” Ellison said of HBO Max and Paramount+. He added that subscriber overlap between the platforms was lower than many people might expect, creating an opportunity to serve a broader audience through a combined offering.<h2 class="st-heading-2">Skydance Plans 34 Films Next Year As It Shifts Toward Streaming</h2>Skydance plans to release 34 films next year, combining Paramount's expanded slate with Warner Bros.' planned releases. Ellison said Paramount increased its film output from eight to 15 movies in its first year under Skydance, while Warner Bros. has more than 15 films on its calendar.“We literally have 34 movies dated for next year,” Ellison said. “We can absolutely handle that volume. It's baked into the business plan.”The slate is also intended to support streaming engagement. Ellison said the schedule would mean that a film with a theatrical release and marketing campaign would debut on the streaming service roughly every 11 days.“We're also bullish on the linear business,” he said, pointing to CBS and its broadcast lineup. While acknowledging that cable networks face continued declines, Ellison stated that the businesses remain profitable and generate substantial cash flow.“By putting these companies together, we can keep that business longer over time, and make sure that we transition to a predominantly studios and streaming business and deliver long-term value,” he said.The strategy combines continued investment in film and streaming with efforts to preserve cash generation from traditional television. For Skydance, the challenge will be to deliver the promised growth and savings while managing debt and moving the business toward a greater reliance on studios and streaming.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/btc-price-slips-below-83-k-crypto-stocks-fall-after-report-of-possible-us-strikes-on-iran/cZDUid4RBN9">BTC Price Slips Below $83K, Crypto Stocks Fall After Report Of Possible US Strikes On Iran</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

David Ellison, Chairman & CEO, Paramount Skydance speaks on stage during New York Upfront Partnership Event 2026 at Storied NYC on April 22, 2026 in New York City. (Photo by Noam Galai/Getty Images for Paramount)

David Ellison, CEO of the newly formed Skydance (SKYD), outlined four goals on Thursday that he believes would determine the success of the merger between Paramount and Warner Bros. Discovery.

iShares Global Comm Services ETF

Skydance Corp. - Ordinary Shares - Class B

Vanguard Communication Services ETF

Communication Services Select Sector SPDR Fund

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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.

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	$116.70
Prev Close	$118.77
Open	$119.34
Dividend Yield	N/A
50-Day Moving Average	$118.26
Beta	N/A
Avg. Volume	79,978.84
PE Ratio	N/A

52-Week High	$126.77
52-Week Low	$110.89
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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