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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 is drawing attention after extending its post-IPO slide to fresh lows, with traders citing upcoming share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI concentration and the companys ability to scale. Bearish sentiment dominates, though some investors see the decline as overdone and point to its cash position, backlog, and wafer-scale AI technology as reasons to buy.

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 drawing attention after a steep selloff alongside other AI infrastructure and neocloud stocks, amid concerns about funding costs, debt exposure and whether AI buildout spending will earn adequate returns. Traders are split between viewing the rebound as an oversold buying opportunity and warning that rallies may fade while sector financing concerns persist.

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

SELLAS CEO Angelos Stergious anniversary post about the companys next chapter with GPS and SLS009 has fueled speculation about upcoming clinical news or a buyout, though some traders see it as a routine reassurance. Discussion chiefly centers on the blinded Phase 3 REGAL trial, whose final analysis is triggered at 80 deaths; the last reported count was 78, and traders disagree on whether the prolonged wait is encouraging or simply leaves the outcome uncertain.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to fresh lows is being linked to Trumps declining approval and the approaching midterms, with traders treating the stock as highly exposed to political sentiment. Bearish discussion dominates, citing weak business fundamentals and Truth Social engagement, though some traders see the selloff as a buying opportunity.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is drawing attention ahead of its Q3 earnings report, with traders focused on the potential for an earnings-driven move. Options positioning is mixed: some traders favor calls, while put buying is viewed by others as a hedge against event volatility rather than a clear bearish bet.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

United CEO Scott Kirbys support for a wealth tax and inheritance taxes approaching 100% has prompted angry calls for a boycott, though some traders remain focused on the airlines upcoming quarterly results. Ahead of earnings, discussion also weighs bullish expectations against concerns that higher fuel costs and economic uncertainty could pressure margins.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowheads ARO-MAPT interim data showing substantial tau reduction after a subcutaneous dose has focused attention on whether the treatment can cross the blood-brain barrier and validate the companys CNS delivery platform. Many traders view the results as encouraging, while frustration over the muted share-price response and caution that biomarker changes in healthy volunteers do not yet demonstrate clinical benefit remain part of the discussion.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a volatile rebound after a sharp AI and semiconductor selloff, as traders debate whether AI infrastructure demand can justify spending and valuations or whether debt and financing risksparticularly around CoreWeavesignal deeper trouble. Bulls cite continued demand and upcoming company updates, while skeptics point to weak price action and uncertain returns on AI capex.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas Q3 earnings miss and reduced full-year profit outlook, attributed to sharply higher fuel costs, dominate discussion despite resilient travel demand and premium revenue. Traders are divided between concern that fuel and other expenses will keep squeezing margins and optimism that strong bookings and fare increases can offset the pressure.

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

CoreWeaves steep selloff is drawing attention amid concerns about its heavy debt, costly financing and ability to fund AI infrastructure expansion, alongside a broader pullback in neocloud stocks. Bears warn of refinancing and dilution risks, while bulls point to contracted demand and Nvidia ties; traders also debate whether Goldmans Buy upgrade and ARKs purchases can support a recovery.

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Why Are State Street Shares Falling Today?

Equity

The bank booked repositioning charges of $226 million in the quarter primarily from workforce rationalization occupancy costs associated with real estate footprint optimization.


Nike Turnaround Faces A Longer Road Despite Brand Strength, UBS Says 

It maintained a $62 price target as inventory, China weakness, and competition weigh on momentum.


UnitedHealth Increases Full Year Earnings Forecast But Warns Of Tough Road Ahead For Medicaid Business

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<ul class="summary-bullets"><li>Repositioning charge consists of $111 million charge reflected in compensation and employee benefits.</li><li>State Street reported adjusted earnings per share of $2.97 for the quarter, surpassing analyst estimates of $2.78 per share.</li><li>The company’s total expenses in the quarter increased by 6%, excluding notable items.&nbsp;</li></ul><p>Shares of custodian bank State Street (STT) dived on Friday after it disclosed that it took a repositioning charge during the fourth quarter that weighed on its profit.</p><p>The bank said repositioning charges (net) of $226 million in the quarter represents a $111 million charge reflected in compensation and employee benefits primarily from workforce rationalization and a $69 million charge reflected in occupancy costs associated with real estate footprint optimization.</p><p>The company also saw its total expenses in the quarter increase by 12%, primarily driven by investments in its business and technology capabilities and revenue-related costs.&nbsp;</p><p>Strong Q4 Results</p><p>State Street reported adjusted earnings per share of $2.97 for the quarter, surpassing analyst estimates of $2.78 per share. Its revenue totaled $3.67 billion, beating consensus estimate of $3.57 billion and representing a 7% increase year-over-year, as per data from fiscal.ai.</p><p>"2025 marked another year of strong performance and strategic progress for State Street. We delivered robust financial results, achieving positive operating leverage, expanding pre-tax margin, and generating higher returns,” said Ron O’Hanley, Chairman and CEO at State Street.</p><h2 class="st-heading-2">Push Into Digital Assets</h2><p>State Street earlier in the week announced the launch of its Digital Asset Platform, an infrastructure for tokenized assets. The platform strategically positions State Street to be the bridge between traditional and digital finance and the connection point between digital asset platforms for its clients.</p><p>The launch enables State Street's digital ambitions to develop core products for its clients, including tokenized Money Market Funds, ETFs, tokenized assets, and cash products including tokenized deposits and stablecoins.&nbsp;</p><p>The platform includes wallet management, custodial, and cash capabilities, designed to support tokenized product development across jurisdictions covering both private and public permissioned blockchain networks, it said.&nbsp;</p><h2 class="st-heading-2">Other Firms Into Digital Push</h2><p>Earlier this week, BNY, a global financial services company, took its first step in its strategy to tokenize deposits by enabling the on‑chain mirrored representation of client deposit balances on its Digital Assets platform.&nbsp;</p><p>Global financial markets are shifting towards an always-on operating model, due to which institutions are seeking faster and more efficient ways to move assets with greater settlement certainty, transparency. Tokenized deposits can help to reduce settlement friction, improve liquidity efficiency across collateral and margin workflows, and enable programmable payments and settlements.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around STT trended in ‘extremely bullish’ territory amid ‘high’ message volume.</p><p>Shares of State Street have risen 31% over the past 12 months.&nbsp;<br>&nbsp;</p>

In this photo illustration, State Street Corporation logo is seen on a smartphone screen. 

The bank booked repositioning charges of $226 million in the quarter primarily from workforce rationalization occupancy costs associated with real estate footprint optimization.

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