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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 financing needs, debt exposure and whether AI spending will generate adequate returns. Traders are divided between viewing the decline as an oversold buying opportunity with bounce or short-squeeze potential and warning that rebounds may fade as sector-wide selling continues.

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 weighing the results against scrutiny of the 6.2L engine recall fix after reports of failures following repairs. The community is debating whether potential warranty and legal costs could overshadow the quarter, while options positioning appears mixed.

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 interim ARO-MAPT results are driving attention: the experimental RNAi treatment showed substantial tau reduction after subcutaneous dosing, prompting discussion of potential blood-brain barrier delivery and broader CNS-platform validation. Traders largely view the data as encouraging but debate its significance because it is an early biomarker result, while many are frustrated that the share-price reaction has been muted.

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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Mobileye Global Shares Rally On $900M Mentee Robotics Deal

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Mobileye will pay $612 million in cash and the rest in Class A common shares for humanoid robots the company. 

Humanoid Robot ETFs: Positioning for the Next Tech Revolution

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KraneShares Trust - KraneShares Global Humanoid Robotics and Physical AI Index ETF

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<ul class="summary-bullets"><li>The deal is expected to close in the first quarter of 2026. Mobileye said that strong traction in advanced vehicle autonomy and core</li><li>ADAS technology has created a current automotive revenue pipeline of $24.5 billion over the next eight years for the company.</li><li>Speaking at the Consumer Electronics Show (CES) 2026, the company’s CEO said it is competing on 100 million more Request for Quotation (RFQ) for chips, further increasing the pipeline.</li></ul>Shares of Mobileye Global Inc. (MBLY) surged over 10% in Tuesday’s after-market trading as the company announced plans to acquire Israeli startup Mentee Robotics for $900 million in a push into the humanoid robots market.The self-driving car systems firm will pay $612 million in cash and the rest in up to 26.2 million shares of Mobileye Class A common stock for the startup, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mobileye.com/news/mobileye-to-acquire-mentee-robotics-to-accelerate-physical-ai-leadership/">according</a> to the company. The deal is expected to close in the first quarter of 2026.<h2 class="st-heading-2">Deal Contours</h2>This deal will combine Mobileye’s advanced AI technology and global production expertise with Mentee’s humanoid platform and AI capabilities that will result in a company that combines autonomous driving and humanoid robotics.Mobileye’s acquisition of Mentee comes even as other automakers make a strong push into humanoid robots. The deal is likely to put Mobileye in competition with <a href="https://stocktwits.com/symbol/TSLA">Tesla</a> Inc.’s (TSLA) Optimus.Mobileye said that strong traction in advanced vehicle autonomy and core ADAS technology has created a current automotive revenue pipeline of $24.5 billion over the next eight years for the company, up more than 40 percent compared to January 2023, the company said.The acquisition broadens the scope of the company’s business with a decisive step toward physical artificial intelligence with intelligence systems that will be able to understand context, intent, and interact with humans while acting safely.Mentee’s acquisition will accelerate its go-to-market strategy, with first on-site proof-of-concept deployments with customers expected in 2026, the company said. The deployments are expected to operate autonomously, and the company is targeting series production and commercialization in 2028.“Today marks a new chapter for robotics and automotive AI, and the beginning of Mobileye 3.0,” said Amnon Shashua, President and CEO of Mobileye. “By combining Mentee’s breakthroughs in humanoid robotics with Mobileye’s expertise in automotive autonomy, and its proven ability to productize advanced AI, we have a unique opportunity to lead the evolution of physical AI across robotics and autonomous vehicles on a global scale.”Mentee will operate as an independent unit within Mobileye for the foreseeable future and will gain access to Mobileye’s customer base as part of the deal.<h2 class="st-heading-2">Forward Guidance</h2>Speaking at the Consumer Electronics Show (CES) 2026, Shashua reiterated the forward guidance of a $24.5 billion projected revenue pipeline by 2033 based on signed contracts. This includes $18 billion in revenues awarded over the past three years.Shashua also said the company is competing on 100 million more Request for Quotation (RFQ) for chips, further increasing the pipeline.Since its inception, Mobileye’s chips have been deployed in over 230 million cars, Shashua said, estimating that this could be about one eighth of the total cars on the planet.The company receives data from over 8 million cars everyday to support its technology that builds high-definition maps and has harvested data over 32 billion miles. Three new OEMs have also joined the company in 2025, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MBLY stock trended in the ‘extremely bullish’ territory over the past day amid ‘extremely high’ message volume.One Stocktwits user opined that Mentee Robotics are quite capable compared to Tesla.&nbsp; <stembedurl>https://stocktwits.com/AlphaBull_10M/message/641016597</stembedurl>&nbsp;Another user called this a turn around play.<stembedurl>https://stocktwits.com/TheBullishTrade/message/641019239</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/MBLY">Shares of MBLY</a> were among the top trending tickers on Stocktwits at the time of writing. The stock has lost over 44% of its value in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/musk-xai-raises-20-billion-dollars-in-series-e-funding-round/cmxD4CPR4cT">Elon Musk’s xAI Raises $20B In Series E Funding Round, Exceeds Its Own Target</a> &nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Mobileye Global Inc.

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$KOID I’m now a bag holder average  around $35 will buy more before close great opportunity ! In the past 50 years markets are up an average of 10-15% the quarter following midterms

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