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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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ETFs to Buy as Cisco Shares Sink Despite Surpassing Q4 Earnings  

Cisco's post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.

CSCO Stock In Focus: Wall Street Sees More Upside As AI Demand Fuels Cisco’s ‘Networking Supercycle’

Equity

Cisco Systems gains Wall Street confidence as Truist, UBS and Rosenblatt raise price targets, citing strong results, AI demand, and networking growth. 


CHTR Stock Plummets To Record Low Despite Q2 Beat – CEO Eyes Pending Cox Deal To Add Scale, New Products 

CEO Chris Winfrey said the pending acquisition of Cox Communications will provide greater scale and help drive the company's next phase of broadband growth.


TMUS Stock Heads For Worst Week In Six Years, But Why Does Goldman Sachs Still See 35% Upside? 

Goldman Sachs raised its price target for T-Mobile to $230 from $224.


CSCO Stock Dips As CFO Flags Possible Margin Headwinds 

Chief Financial Officer Mark Patterson warned that the company would see “ups and downs.”

AT&T Is Spending $250B On Connectivity In The US – Here’s Where The Money Is Going 

The telecom giant plans to deploy the funds over the next five years to scale fiber internet, 5G wireless networks and satellite connectivity.

ETFs in Focus as Cisco Slides Post Q2 Earnings Beat Amid Poor Outlook

CSCO slides 7% after Q2 beat as fiscal 2026 outlook disappoints, but AI demand and strong networking orders keep ETFs in focus.

Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure

According to a Financial Times report, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.


VZ Stock Rises Pre-Market As Verizon Lays Out Bullish 2026 Growth Outlook

Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the 2025 level. 


This Telecom Giant Will Return Over $45 Billion To Shareholders Between 2026 And 2028, Announces Strong Q4 Earnings

The move comes after the company reported strong fourth-quarter earnings driven by growth in its 5G and fiber broadband businesses.


iShares Trust - iShares U.S. Telecommunications ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Truist raised Cisco’s price target to $140, citing strong results and a favorable fiscal 2027 outlook.</li><li>Rosenblatt raised Cisco’s price target to $165, implying a 45% upside.&nbsp;</li><li>Jim Cramer called the sell-off a buying opportunity, arguing Cisco’s fundamentals remain strong.&nbsp;</li></ul>Cisco Systems Inc. (CSCO) is drawing increasingly bullish views from Wall Street after a strong fiscal fourth-quarter (Q4) performance and an upbeat outlook for the year ahead. Three firms lifted their price targets, citing resilient demand, artificial intelligence-related growth, and improving expectations for the company’s broader networking business.<h2 class="st-heading-2">Truist Raises Cisco Price Target While UBS Sees AI Upside&nbsp;</h2>Matthew Niknam of Truist raised his price target for Cisco Systems Inc. (CSCO) to $140 from $125 while maintaining a ‘Buy’ recommendation. He said the networking hardware and software maker’s latest results and fiscal 2027 outlook leave room for a further upside of 23% to the stock’s last closing price.&nbsp;Truist also sees Cisco benefiting from a “networking supercycle” that could drive mid-teens growth. UBS also raised its price target to $138 from $132 and retained a ‘Buy’ rating.&nbsp;The firm believes Cisco’s latest guidance for AI-related revenue may prove cautious. Order activity and accumulated business commitments could provide the company with additional support as fiscal 2027 progresses, while productivity gains may help sustain operating margins at around 35%.<a href="https://stocktwits.com/symbol/CSCO">Cisco Systems stock&nbsp;</a>inched 0.03% higher overnight, ahead of Friday.&nbsp;<h2 class="st-heading-2">Rosenblatt Sees 45% Upside For Cisco&nbsp;</h2>Rosenblatt took the most aggressive stance, lifting its price target on CSCO to $165 from $150, implying a 45% upside to the stock’s last closing price. The firm characterized Cisco’s quarterly performance as broadly healthy across its product portfolio, customer markets and geographic regions.&nbsp;It also viewed the company’s revenue outlook for the upcoming quarter and fiscal 2027 as potentially conservative, suggesting Cisco’s fundamental growth prospects remain robust.“Mad Money” host Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/08/13/jim-cramer-says-ciscos-post-earnings-plunge-is-a-buying-opportunity-heres-why.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension">urged</a> investors to look for companies that “underpromise and overdeliver,” arguing that conservative guidance can create buying opportunities when businesses later exceed expectations. He cited Cisco as a prime example. Despite strong quarterly results and demand from hyperscalers and its core networking business, the stock fell 8.4% after investors focused on cautious guidance.Cramer said CEO Chuck Robbins usually gives cautious forecasts, especially at the start of Cisco’s financial year. He believes investors shouldn’t assume the business is struggling just because the stock falls or guidance is weak.&nbsp;<h2 class="st-heading-2">CSCO Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;A user&nbsp;<a href="https://stocktwits.com/TestTheWind/message/661826154">said</a>, “EPS of $3.33 proves that Cisco is a highly stable cash-flow engine. The management raised forward Q1 fiscal 2027 revenue guidance to $18.0B – $18.2B, this EPS baseline is structurally modeled to grow over the next four quarters.”CSCO stock has gained 47% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nike-fed-ex-reap-billions-from-tariff-refunds-who-actually-gets-to-keep-them/cZoqcQIRJhW">Nike, FedEx Reap Billions From Tariff Refunds: Who Actually Gets To Keep Them?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Cisco Systems Inc.

Cisco Systems gains Wall Street confidence as Truist, UBS and Rosenblatt raise price targets, citing strong results, AI demand, and networking growth.

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

Cisco Systems, Inc.

BlackRock Institutional Trust Company N.A. - iShares U.S. Telecommunications ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

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	$39.15
Prev Close	$39.10
Open	$39.56
Dividend Yield	N/A
50-Day Moving Average	$42.52
Beta	N/A
Avg. Volume	710,123.78
PE Ratio	N/A

52-Week High	$46.07
52-Week Low	$31.06
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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