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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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Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan D. Green on March 5, 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

TSLA Stock Slips Overnight As Safety Regulator Scrutinizes Cybercab — Retail Fumes Over Event Blackout 

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>The absence of a public Cybercab livestream sparked retail backlash and “sell-the-news” fears.</li><li>The two-seat Cybercab has no steering wheel or pedals, an Unreal Engine-powered interface and 20.2 cubic feet of cargo space.</li><li>Tesla bulls said the Cybercab put Waymo, Uber and Lyft “on notice,” while Jason Calacanis forecast 40% global AV market share.</li></ul>Shares of Tesla, Inc. (TSLA) slipped nearly 1% overnight late Thursday as U.S. safety regulators evaluated the company’s Cybercab rollout, while the showcase’s lack of a public livestream fueled frustration among retail investors.&nbsp;<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> jumped 5% on Thursday to its highest level in over a month, marking a second straight session of gains. Shares are up 8% this week and are on track for their best weekly performance in nearly four months.&nbsp;The National Highway Traffic Safety Administration (NHTSA) is apparently evaluating Cybercab rides in Austin as the two-seater lacks steering wheels, pedals and mirrors, which are generally required under safety standards. "NHTSA is in contact with Tesla and is evaluating the situation," a spokesperson told&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.channelnewsasia.com/business/us-auto-safety-regulator-says-evaluating-teslas-cybercab-rollout-6361851">Reuters</a>.&nbsp;<h2 class="st-heading-2">Cybercab Event Blackout Sparks Retail Backlash&nbsp;</h2>“We are indeed entering a literal golden era of transport,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095598839860285551">said on X</a>, joking that this was why the Cybercab was painted gold. Yet the glossy pitch did little to settle a heated debate among retail traders over whether Tesla had delivered a major glimpse of its autonomous future or set the stage for a familiar “sell-the-news” moment. Sentiment on Stocktwits around TSLA slipped to a borderline ‘bullish’ 59/100, as 24-hour message volume surged 94%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_76955f0ef7.png" alt="tsla ss.png" width="637" height="363"><figcaption>TSLA sentiment and message volume as of September 3 | Source: Stocktwits</figcaption></figure>“NO LIVE STREAM! LOL,” one bearish user&nbsp;<a href="https://stocktwits.com/Steve_TheBull_Rogers/message/663597850">said</a>. Another&nbsp;<a href="https://stocktwits.com/Speakthetruth/message/663596181">asked</a>: “Why no live feed? Doesn’t the product work?”Others&nbsp;<a href="https://stocktwits.com/Starman2/message/663598217">called</a> the event “secretive” and wondered why Tesla would not publicly showcase a product key to its long-term valuation story. One user&nbsp;<a href="https://stocktwits.com/Walakulu2000/message/663603727">called</a> the presentation a “nothing burger.” The blackout also fed fears that the event had already been priced into Tesla shares. Several bearish traders&nbsp;<a href="https://stocktwits.com/Steve_TheBull_Rogers/message/663591320">called</a> it a “sell-the-news” setup, with one&nbsp;<a href="https://stocktwits.com/Franking71/message/663585777">predicting</a> a “rug pull” and another&nbsp;<a href="https://stocktwits.com/Gimme_a_like/message/663591308">betting</a> on a 10% or greater decline.Retail skepticism extended beyond the event format to Cybercab’s commercial prospects. Users&nbsp;<a href="https://stocktwits.com/feedmaster/message/663591239">questioned</a> whether consumers would embrace a vehicle without conventional controls and pointed to regulatory constraints and the limited scale of Tesla’s current robotaxi operations.<h2 class="st-heading-2">Inside Tesla’s Purpose-Built Cybercab</h2>Musk said that Cybercab is not a conventional vehicle adapted for autonomy. It was designed from the ground up to operate without a human driver. “Cybercabs have no steering wheels or pedals,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095583963003728109">said</a>. “They are designed and built for maximally efficient autonomous operation.”The vehicle has two seats and 20.2 cubic feet, or 572 liters, of rear cargo capacity. Its trunk can carry up to 220 pounds and, according to Tesla’s newly published rider and compliance guides, can fit two checked bags and two carry-ons. It can also accommodate one large folded stroller and one small folded wheelchair.Cybercab has a low 16.5-inch step-in height, 43.4 inches of legroom and 38.3 inches of headroom. Both seatbacks can be adjusted independently, although the two seats move forward and backward together. “Cybercab is basically a super comfortable lounge on wheels with a great TV and epic sound,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095584908852805643">said</a>.Its touchscreen interface is built using Epic Games’ Unreal Engine, best known for powering video games and photorealistic digital environments. After a Tesla influencer highlighted the Epic Games credit, Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095603777302659202">responded</a>: “Unreal ftw,” tagging the gaming company.&nbsp;Beyond Cybercab, Musk highlighted Tesla’s growing footprint in Austin, Texas.&nbsp; “Probably over 30k people working in high-paying jobs at Tesla HQ &amp; manufacturing in Austin by 2028,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095604997668892983">said</a>.<h2 class="st-heading-2">Tesla Puts Robotaxi Rivals ‘On Notice’</h2>The reveal also sparked comparisons with Tesla’s biggest autonomous-transportation rivals. Patrick Moorhead, chief analyst at Moor Insights &amp; Strategy, shared images of a gold Cybercab, a black Tesla carrying “Robotaxi” markings and a Waymo vehicle,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PatrickMoorhead/status/2095645496001929248">saying</a>: “One FSD taxi is not like the other.”New Street Research analyst Pierre Ferragu focused on the contrast between the Cybercabs and a Waymo vehicle spotted nearby. “The funniest part of all is the Waymo car hanging around surrounded by cybercabs,” Ferragu&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/p_ferragu/status/2095512301155574173">said</a>. “It looks like a car from the past; the voyager probe in Star Trek.” Additionally, Deepwater Asset Management Managing Partner Gene Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2095580425129238696">said</a> that Tesla had “just put Waymo, Uber, and Lyft on notice.”Tesla is betting on purpose-built vehicles, camera-based autonomy and its own ride-hailing platform. Waymo, by contrast, relies on sensor-heavy robotaxis, while Uber is building a network of autonomous-driving partners instead of developing its own vehicle system.Musk ally and investor Jason Calacanis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2095539019677307203">expects</a> Tesla to capture 40% of the global autonomous-vehicle market within a decade. He also projected a 35% share for Uber’s network of partners, 15% for Waymo and 10% for other operators. Calacanis called both Tesla below $400 and Uber below $100 “generational buys.”&nbsp;Tesla has also released a form allowing prospective buyers to register their interest in purchasing fleets of Cybercabs. Billionaire technology investor Chamath Palihapitiya said he had already registered. “Signed up! Let’s build a huge fleet,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/chamath/status/2095593625841553850">said</a>. “Put me in coach!”So far this year, Tesla's stock has lagged its "Magnificent Seven" peers, making it the group's worst performer, down about 16%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/watch-these-2-energy-stocks-s-and-p-500-addition-could-come-before-quarter-s-end/cZswnUNRJvU">Watch These 2 Energy Stocks — S&amp;P 500 Addition Could Come Before Quarter's End&nbsp;</a>

A test car of the Tesla robotaxi Cybercab is on the road. The vehicles will not have a steering wheel or pedals when they are launched on the market. (Photo by Andrej Sokolow/picture alliance via Getty Images)

Tesla opened Cybercab fleet registrations, with Chamath Palihapitiya saying he had signed up to build a “huge fleet.”

TSLA Stock Slips Overnight As Safety Regulator Scrutinizes Cybercab — Retail Fumes Over Event Blackout

Tesla opened Cybercab fleet registrations, with Chamath Palihapitiya saying he had signed up to build a “huge fleet.” 

Alphabet Inc - Ordinary Shares - Class C

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Lyft Inc

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$SPCX

$NFLX

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Current Price	$16.99
Prev Close	$16.82
Open	$16.71
Dividend Yield	0.00%
50-Day Moving Average	$16.28
Beta	1.61
Avg. Volume	9.73M
PE Ratio	2.38

52-Week High	$25.54
52-Week Low	$12.46
Market Capitalization	$6.37B
EPS (Annual)	$6.81
Price to Book	2.13
Revenue Per Employee	$1.61M

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