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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 and repeated tests of its yearly lows are drawing attention amid concerns about heavy debt, costly financing, refinancing needs and insider selling, alongside broader doubts about AI-infrastructure spending. Traders are split: bears see financing risks as a threat to growth, while bulls point to its backlog and AI partnerships and view the selloff as overdone; analyst upgrades and ARKs buying have not dispelled skepticism.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a semiconductor selloff, with traders focused on CEO Hock Tans warning that some AI investing resembles gambling and his comments about capital constraints. The remarks and worries about AI spending and financing have fueled bearish sentiment, while other traders see the pullback as a buying opportunity based on Broadcoms AI-chip growth; many also complain that the stock has lagged semiconductor peers.

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 as its steep post-IPO selloff continues, with traders citing upcoming share unlocks, reported insider sales, a TD Cowen downgrade and concerns about OpenAI customer concentration and competition from Nvidia. Others argue the decline is overdone, pointing to Cerebras AI-chip technology and potential demand, while broader weakness in AI and semiconductor stocks adds pressure.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention amid a steep selloff and worries that its debt-funded AI data-center expansion, heavy capital spending, and weak free cash flow may be difficult to finance as credit costs rise and inflation fuels rate concerns. Bears question whether its backlog and AI demand will translate into cash flow, while bulls argue Oracles cloud business and contracted demand make the pullback an opportunity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp rebound in semiconductor stocks following a prolonged selloff, with traders debating whether the move marks a durable recovery or a short-lived bounce. Optimists cite continued AI-chip demand and upcoming earnings, while skeptics point to volatility and lingering concerns about AI spending and financing.

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. 

NBIS is drawing attention amid a sharp AI/neocloud selloff fueled by concerns about financing, debt exposure and whether infrastructure spending will earn adequate returns. Traders are divided over whether the rebound is an oversold relief move or a pause before further declines, with some arguing Nebius is better positioned than more leveraged peers.

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 pullback and tentative rebound in AI and semiconductor stocks, as traders debate whether data-center spending can generate adequate returns and whether financing stress at firms such as CoreWeave signals broader risk. Bulls point to sustained chip demand and upcoming company updates, while bears remain concerned about AI valuations, debt exposure, and competition.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas large equity offering has pressured shares, with traders citing dilution even as the capital is intended to support expansion. The selloff is being debated against the bullish AI and data-center demand outlook, prompting dip-buying while others remain concerned about volatility and the stocks valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech and semiconductor rebound after the AI-related selloff has lifted QQQ, with traders debating whether it marks a durable recovery or a short-lived relief bounce. Upcoming megacap earnings and concerns about AI spending, oil prices, and inflation are keeping sentiment divided.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels rebound is drawing attention after JPMorgan upgraded the stock from Underweight to Neutral, citing improved execution and a more balanced risk-reward outlook. Traders see the upgrade as support for the turnaround, while others remain cautious after the sharp selloff and amid uncertainty around semiconductor demand and upcoming earnings.

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Why Is Nuvation Bio Stock Gaining Thursday?

Nuvation Bio (NUVB) stock jumps 6% after early FDA label update for IBTROZI, highlighting over 4 years of clinical benefit in ROS1+ NSCLC.read more...

Nuvation Bio Announces FDA Approval of Supplemental New Drug Application for IBTROZI (taletrectinib) with Updated Duration of Response in TKI-Nave Advanced ROS1-Positive Non-Small Cell Lung Cancer

Nuvation Bio Announces FDA Approval of Supplemental New Drug Application for IBTROZI (taletrectinib) with Updated Duration of Response in TKI-Nave Advanced ROS1-Positive Non-Small Cell Lung Cancer Nuvation Bio Announces FDA Approval of Supplemental New Drug Application for IBTROZI (taletrectinib...

Nuvation Bio Announces New Analyses Reinforcing the Durable, Consistent Efficacy of IBTROZI (taletrectinib) Across Key Patient Subgroups in Advanced ROS1+ NSCLC at 2026 World Conference on Lung Cancer

Nuvation Bio Announces New Analyses Reinforcing the Durable, Consistent Efficacy of IBTROZI (taletrectinib) Across Key Patient Subgroups in Advanced ROS1+ NSCLC at 2026 World Conference on Lung Cancer Nuvation Bio Announces New Analyses Reinforcing the Durable, Consistent Efficacy of IBTROZI...

Jim Cramer: This Health Care Stock Is Pure Spec, The Only Neocloud I Like Is...

Cramer calls Nuvation Bio a pure spec, prefers CoreWeave over IREN, is unsure on Seneca, cautious on NuScale, and approves Box.read more...

Cramer's lightning round: Nuvation Bio 'is a pure spec'

"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed...

Does Nuvation Bio (NUVB) Have the Potential to Rally 91.92% as Wall Street Analysts Expect?

The average of price targets set by Wall Street analysts indicates a potential upside of 91.9% in Nuvation Bio (NUVB). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Nuvation Bio to Participate in Upcoming Investor Conferences

Nuvation Bio to Participate in Upcoming Investor Conferences Nuvation Bio to Participate in Upcoming Investor Conferences PR Newswire NEW YORK, Sept. 2, 2026 NEW YORK, Sept. 2, 2026 /PRNewswire/ -- Nuvation Bio Inc. (NYSE: NUVB), a global oncology company focused on tackling some of the toughest...

Nuvation Bio (NUVB) Upgraded to Buy: Here's Why

Nuvation Bio (NUVB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Nuvation Bio Granted FDA Fast Track Designation for Safusidenib for Treatment of IDH1-Mutant Glioma

Nuvation Bio Granted FDA Fast Track Designation for Safusidenib for Treatment of IDH1-Mutant Glioma Nuvation Bio Granted FDA Fast Track Designation for Safusidenib for Treatment of IDH1-Mutant Glioma PR Newswire NEW YORK, Aug. 20, 2026 Designation offers pathway to expedite regulatory review...

Wall Street Analysts Predict a 105.71% Upside in Nuvation Bio (NUVB): Here's  What You Should Know

The mean of analysts' price targets for Nuvation Bio (NUVB) points to a 105.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

NUVB Stock Is Soaring Today — Why RBC Sees $3B Opportunity In Nuvation Bio's Brain Cancer Drug

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Bearish Sentiment

<ul class="summary-bullets"><li>Timashev said in the note that Nuvation Bio’s safusidenib continued to be more efficacious than the only approved therapy, vorasidenib, in low-grade glioma.</li><li>The analyst added that Nuvation Bio’s two planned studies could expand safusidenib's addressable market by targeting newly diagnosed and post-vorasidenib patients.</li><li>He said the approach positions the company to capture the "whole pie" of the IDH1-mutant glioma market, which RBC estimates could exceed $3 billion in peak sales.</li></ul>Nuvation Bio Inc. (NUVB) shares gained Monday after the company reported positive long-term data for its experimental brain cancer drug safusidenib, prompting RBC to highlight a potential market opportunity exceeding $3 billion.According to TheFly, RBC Capital analyst Leonid Timashev said the updated long-term follow-up data reinforce safusidenib's competitive profile in IDH1-mutant glioma.<a href="https://stocktwits.com/symbol/NUVB">Nuvation Bio shares</a> were up more than 9% in Monday morning’s trade. NUVB was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Why RBC Is Optimistic On NUVB’s Brain Cancer Drug</h2>Timashev said in the note that Nuvation Bio’s safusidenib continued to be more efficacious than the only approved therapy, vorasidenib, in low-grade glioma.The analyst added that Nuvation Bio’s two planned studies could expand safusidenib's addressable market by targeting newly diagnosed and post-vorasidenib patients.He said the approach positions the company to capture the "whole pie" of the IDH1-mutant glioma market, which RBC estimates could exceed $3 billion in peak sales.RBC maintained its ‘Outperform’ rating and $19 price target, adding that it expects investors to increasingly recognize the commercial opportunity surrounding safusidenib. RBC’s price target implies an upside potential of 202% from current levels.<h2 class="st-heading-2">NUVB’s Phase 2 Data</h2>Nuvation Bio reported updated Phase 2 data showing that safusidenib achieved a 51.9% confirmed objective response rate and a 79.1% progression-free survival rate at 36 months in patients with grade 2 IDH1-mutant glioma after a median follow-up of 38.8 months. The company reported no new safety signals.Alongside the updated data, Nuvation Bio expanded its clinical development program with two new studies: a Phase 3 trial in newly diagnosed grade 2 IDH1-mutant glioma patients outside the U.S., where vorasidenib is not yet approved or accessible, and a Phase 2 study in U.S. patients whose disease has progressed after treatment with vorasidenib.CEO David Hung said the expanded program is designed to evaluate safusidenib across a broader range of patients, with the goal of making it a treatment option for nearly every patient with IDH1-mutant glioma.“We continue to be very encouraged by the longer-term data from our Phase 2 J201 study, and today's announcement marks a pivotal step forward in our mission to bring safusidenib as a comprehensive treatment option for patients with all types of IDH1-mutant glioma,” Hung said.<h2 class="st-heading-2">Why IDH1-Mutant Glioma Matters</h2>Gliomas are the most common malignant primary brain tumors in adults. According to the Society for Neuro-Oncology consensus review published in the National Library of Medicine, IDH-mutant gliomas account for about 12% of glioma diagnoses in the U.S., and more than 90% harbor an IDH1 mutation.Nuvation Bio estimated that nearly 2,500 people in the U.S. are diagnosed with IDH-mutant glioma each year, with more than 95% of cases harboring an IDH1 mutation.Safusidenib is an investigational oral therapy designed to selectively inhibit mutant IDH1. Nuvation Bio is evaluating the drug across multiple clinical trials, including Phase 3 studies in newly diagnosed patients and a Phase 2 study in patients whose disease has progressed after treatment with vorasidenib.<h2 class="st-heading-2">What Retail Traders Think About NUVB</h2>Retail sentiment on Stocktwits around Nuvation Bio trended in the ‘neutral’ territory, with message volumes at ‘high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/NUVB">NUVB stock</a> is down 30% year-to-date, but up 173% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 32% over the past 12 months, while the iShares Russell 2000 Growth ETF (IWO) is up 29%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/byron-deeter-chinese-ai-fears-misplaced-america-not-chase-fraction-pennies/cZZieqTR7ut">Byron Deeter Calls Fears About Chinese AI ‘Misplaced’ — Says Corporate&nbsp; America Is 'Not Going To Chase Fractions Of Pennies Per Token'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Nuvation Bio logo is seen displayed on the screen of a smart tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Nuvation Bio Inc. (NUVB) shares gained Monday after the company reported positive long-term data for its experimental brain cancer drug safusidenib, prompting RBC to highlight a potential market opportunity exceeding $3 billion.

According to TheFly, RBC Capital analyst Leonid Timashev said the updated long-term follow-up data reinforce safusidenib's competitive profile in IDH1-mutant glioma.

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Current Price	$4.48
Prev Close	$4.45
Open	$4.48
Dividend Yield	0.00%
50-Day Moving Average	$5.98
Beta	1.63
Avg. Volume	4.76M
PE Ratio	-10.30

52-Week High	$9.75
52-Week Low	$3.66
Market Capitalization	$1.57B
EPS (Annual)	-$0.5991
Price to Book	6.17
Revenue Per Employee	$211,080.54

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