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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

Attention centers on SELLASs still-blinded Phase 3 REGAL trial, which needs 80 deaths to trigger final analysis; the last disclosed count was 78, leaving traders focused on the prolonged wait for confirmation and results. Bulls speculate that extended patient survival could signal GPS benefit or that results may surface around ASH, while skeptics question the delay and trial risks; the recent share decline has intensified that debate.

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 Q3 adjusted EBITDA beat and stronger 2027 outlook are driving attention, with bullish traders anticipating a short-covering rally. Others are cautious that the stock may give back gains, citing the companys debt and execution concerns.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

A sharp AMP rally and surge in trading volume have drawn attention, with traders debating whether the move signals a sustained breakout or another short-lived pump-and-dump. Some connect the optimism to Flexas payments and collateral thesis and AMPs relationship with ANVL, but speculation about undisclosed news or adoption remains unconfirmed.

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 sharp selloff across AI infrastructure and neocloud stocks, amid concerns about financing costs, debt, and whether heavy data-center spending will generate durable returns. Traders are split between expecting further declines and viewing the drop as an oversold buying opportunity, with bulls arguing Nebius is financially stronger than some peers and pointing to upcoming earnings for evidence of execution.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transoceans new U.S. Gulf ultra-deepwater drillship contracts are drawing attention for adding firm backlog, with work scheduled to begin in 2027. Traders welcome the awards as evidence of demand and stronger day rates, but some remain cautious about the Valaris mergers dilution, the companys debt, and muted share-price response to positive news.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp tech-led selloff and a rebound in index futures ahead of major tech earnings, amid lingering concerns about AI valuations and spending. Traders are split on whether the bounce signals dip-buying and short covering or is a bull trap, with Black Monday crash speculation adding to the volatility debate.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is drawing attention ahead of its upcoming quarterly results, with traders positioning in options and debating whether the stock can rebound into earnings. Some expect a beat and see recent support as a buying opportunity, while others remain cautious about weak sales, production disruptions, and the risk of a post-earnings decline.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Papua New Guinea, Australia, Ghana, Suriname, Argentina, Peru, Mexico, Canada, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont is drawing attention as traders look for a recovery in gold and gold-mining stocks, citing inflation and currency-debasement concerns alongside bullish technical signals. The community is broadly optimistic about a further rebound, though some point to gold-price volatility, interest-rate pressure and mining costs as risks.

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

X-Energy is drawing attention amid a sharp selloff, with traders pointing to Piper Sandlers bearish coverage and the post-IPO lockup expiration as possible sources of selling pressure; some also cite weakness across nuclear stocks and the companys long commercialization timeline. Bulls view Amazons stake and future demand for nuclear power from data centers as long-term support, while others remain concerned about near-term execution and valuation.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs steep pullback, alongside a B. Riley price-target cut and weakness across AI/optics stocks, is driving discussion. Traders are split between concerns about dilution, funding, and further downside and dip-buyers who see AI optical-transceiver demand as intact.

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Leapfrog Acquisition Corp. operates as a blank check company. It engages in the effecting of a merger, amalgamation, share exchange, asset acquisition, share purchase, recapitalization, reorganization or similar business combination with one or more businesses. The company was founded on June 20, 2025 and is headquartered in Summit, NJ.

Leapfrog Acquisition Corp. - Ordinary Shares - Class A

Neutral Sentiment

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.

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