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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.

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.

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.

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.

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

Seas sharp pullback despite strong operating results is fueling debate, with traders frequently blaming insider share sales and managements failure to announce a fresh buyback; some also cite an analyst downgrade and regional macro concerns. Bears see continued weakness, while bulls argue the selloff has made the growing e-commerce and fintech business more attractive.

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 pancreatic cancer IMPACT trial completed enrollment after expanding from 12 to 48 patients, which traders view as a sign of strong clinical-site and patient interest; the results are still pending. Attention also centers on the FDA-cleared expansion of its recurrent glioblastoma REGAIN trial and anticipated clinical updates, with mostly bullish reactions tempered by uncertainty about what the larger studies will show.

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.

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.

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.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Traders are focused on Disneys recent rebound and repeated tests of resistance, debating whether it can break out or will keep slipping back into its trading range. Bullish posts point to buyers defending the pullback, while bearish traders cite failed attempts to hold gains and downside options activity.

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Oracle’s Risk-Reward Seems Compelling Despite Investor Concerns, Says Jefferies

Equity

According to an Investing.com report, Jefferies has reaffirmed its ‘Buy’ rating on the stock, keeping a $400 price target, implying a potential 105% upside to Friday’s stock price.

Behind Oracle’s AI Boom Lies A Balance-Sheet Time Bomb: Here Are 3 Red Flags 

Oracle’s booming AI-cloud orders mask rising concerns over soaring RPO quality, negative free cash flow, heavy leverage, and mounting credit-risk signals that have unsettled Wall Street.


Oracle’s Cloud And Revenue Ambitions Draw Wall Street’s Backing

While Bank of America acknowledged that Oracle’s EPS margin goals appear realistic, it flagged challenges in rapidly scaling data center capacity due to supply constraints involving real estate, energy, and GPU availability.



Oracle Stock Dips Premarket: Analyst Thinks Gains May Be Cooling As Investors Digest 'AI World 2025' Updates

The company raised its fiscal year 2030 Oracle Cloud Infrastructure (OCI) revenue outlook to $166 billion.


Oracle’s AI World Conference To Shed Light On Cloud Margins And Ambitions: Report 

Co-CEO Mike Sicilia and Oracle’s founder, Larry Ellison, are scheduled to headline the AI World conference, with Ellison's keynote expected to address Oracle’s AI ambitions and financial targets.


Why Oracle Stock Rose In After-Hours Trading Today

All U.S. TikTok user data would be stored in a trusted, secure and purpose-built cloud environment in the U.S. run by Oracle.


Oracle Stock In Spotlight After Analyst Says Market ‘Materially Overestimates’ Worth Of Cloud Contracts

Analyst Alex Haissl noted that Oracle’s projections for cloud revenue over the next five years indicate a total valuation of approximately $60 billion, implying that investors are factoring in a highly optimistic growth scenario.



Why Did Oracle Stock Rise 4% Today?

According to a CBS News report, Oracle's involvement reflects its long-standing interest in data-driven platforms and cloud infrastructure, areas critical to TikTok's operations.


Oracle’s AI Surge Triggers Wall Street Upgrade And Price Target Hikes

Piper Sandler boosted its price target on the stock to $330 from $270, citing Oracle’s ongoing transformation from a legacy software vendor into a dominant force in AI infrastructure. 


Oracle Stock Rally Catapults Larry Ellison Close To 'Friend' Elon Musk For Title Of World’s Richest Man

As of Tuesday’s close, the Oracle co-founder’s wealth ($295 billion) trailed that of the frontrunner, Elon Musk, by $89 billion.


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<ul class="summary-bullets"><li>Jefferies said Oracle is pursuing a rapid rollout of new data centers to satisfy growing demand for AI compute power.&nbsp;</li><li>The firm stated that success in these initiatives could position Oracle as a central player in delivering AI workloads.</li><li>It believes the stock offers compelling risk/reward dynamics following a recent pullback.</li></ul>Jefferies has named Oracle Corp. ORCL) a top pick, citing its potential to capitalize on surging demand for AI infrastructure despite ongoing investor concerns.&nbsp;According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/jefferies-reiterates-buy-rating-on-oracle-stock-maintains-400-price-target-93CH-5171144">report</a>, Jefferies has reaffirmed its ‘Buy’ rating on the stock and has kept a $400 price target, implying a potential 105% upside to the stock’s closing price on Friday.<h2 class="st-heading-2">Strategic Data Center Expansion</h2>Jefferies said Oracle is pursuing a rapid rollout of new data centers to satisfy growing demand for AI compute power. Execution of this plan, combined with the timely conversion of its $523 billion backlog into revenue, is central to the company’s strategy.The report cited Jefferies stating that success in these initiatives could position Oracle as a central player in delivering AI workloads across hybrid and multi-cloud environments.According to the firm, investors remain divided over the company’s ability to fund its rapid expansion without compromising financial stability. Still, it believes the stock offers compelling risk/reward dynamics following a recent pullback, with significant upside potential relative to downside risk.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> inched over 0.5% higher on Monday, after the opening bell. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory with ‘extremely low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_05_095307_png_33487490f3.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 5, 2026 | Source: Stocktwits" width="930" height="105"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Financial Performance And TikTok Deal&nbsp;</h2>In its second-quarter fiscal 2026, Oracle&nbsp;reported a revenue of $16.1 billion, just below the $16.19 billion analysts expected, according to FiscalAI data. The revenue miss overshadowed its earnings beat, causing a sharp decline in its stock price.&nbsp;Investor sentiment also turned sour after a report suggested that Oracle’s funding partner, Blue Owl Capital, withdrew from a $10 billion investment&nbsp;for a new AI data center facility in Michigan. The company later denied the report.&nbsp;However, the company’s consecutive agreement to manage TikTok’s U.S. business was perceived as a catalyst. In December, it was announced that TikTok's U.S. operations would be transferred to a new joint venture, TikTok USDS Joint Venture LLC, with Oracle, Silver Lake, and Abu Dhabi-based MGX collectively owning a 45% stake.ORCL stock has gained over 17% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/altimmune-receives-fda-s-breakthrough-therapy-designation-for-its-liver-disease-drug/cmxMVX9R4bs">Altimmune Receives FDA’s Breakthrough Therapy Designation For Its Liver Disease Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

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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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