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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

SELLAS is drawing attention after its CEOs anniversary message prompted renewed speculation about a potential buyout, alongside anticipation for the final analysis of its Phase 3 REGAL leukemia trial, which requires 80 events and was last reported at 78. Traders disagree on whether the message and prolonged trial timeline signal favorable data or a deal; neither a buyout nor a trial outcome has been confirmed.

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 sharp selloff is drawing attention amid renewed concerns about its heavy debt burden, high borrowing costs and HSBCs bearish assessment of its ability to fund growth. Traders are split between viewing the decline as an overdone move that could fuel a rebound and warning that financing risks could keep pressure on the AI infrastructure provider.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude swings on fears of Middle East supply disruptions, including reported attacks on shipping and energy infrastructure and heightened Iran-US tensions. Traders are divided between bulls focused on geopolitical supply risks and bears who see peace-deal headlines, disputed reports, or a normalization of flows unwinding the oil premium.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a sharp selloff in AI neocloud stocks, as investors weigh financing risks and warnings that some providers may not survive; traders are frustrated that IREN has lagged peers and debate whether the weakness is justified. Some point to the co-CEOs comments that data-center assets carry no debt and customer prepayments help fund GPU costs, while others remain concerned about sector-wide risk and continued selling.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins rebound from recent lows and its struggle to clear near-term resistance are driving discussion, with traders debating whether the move can extend or fade into another pullback. Bulls see potential for a short squeeze, while skeptics call the bounce a trap and point to weak demand and macro uncertainty.

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, amid concerns about Trumps standing ahead of the midterms and Truth Socials declining appeal, dominates discussion. The community is broadly bearish, citing weak business fundamentals and continued selling, while a few traders see scope for a short-term bounce.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is drawing attention for persistent share-price underperformance and widespread frustration with managements shift toward external acquisitions and pipeline investment, which critics fear could add debt and dilution. Bulls point to Orladeyos revenue and upcoming Netherton and Navenibart data, while bearish traders question whether those prospects can restore confidence.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians reported Q3 outlook increase and reaffirmation of its 2026 outlook, alongside Carnivals strong results lifting cruise shares, are driving renewed interest. Bulls point to resilient bookings and heavy short interest as reasons for optimism, while others remain cautious about fuel costs, debt, and NCLHs lagging performance versus peers; squeeze talk is speculative.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

A sharp selloff has driven bearish discussion, with traders citing concerns about Carvanas debt and auto-loan performance, insider selling, and sensitivity to higher borrowing costs; many see further downside, while some expect a rebound or short squeeze. These claims are debated in the community, and no single new development is clearly established as the cause of the decline.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods steep selloff and continued weakness dominate discussion, with traders pointing to analyst caution and a risk-off market ahead of earnings. Bears see more downside, while bulls argue the pullback is a buying opportunity and watch for support to hold.

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Uber vs. Pony AI: Which Company Has the Edge in the Robotaxi Race?

Uber's partnership-led robotaxi expansion faces off against Pony AI's driverless ambitions, but which company offers the stronger investment opportunity?

Cathie Wood Bets Big on Flying Taxis With Joby, Archer TradesInvests in TSLA Robotaxi Rivals WeRide, Pony AI

ARK Invest buys millions in Joby and Archer eVTOL shares, while also investing in robotaxi firms like WeRide.read more...

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Kingsoft Cloud, Tencent, Hesai, Pony AI and WeRide

BABA, BIDU, KC, TCEHY and HSAI highlight China's expanding AI ecosystem, while PONY and WRD add autonomous-driving exposure.

Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus

As China's AI ecosystem continues to expand, these stocks provide investors with several different ways to monitor the country's accelerating AI buildout.

Elon Musk Ally Jason Calacanis Bets These 4 Autonomy Stocks Will Be Bought Within 2 Years — And Double His Money 

Equity

Jason Calacanis bought small positions in WRD, PONY, LCID and RIVN, betting all four will be acquired within 24 months.

Early Uber Investor Sees ‘All Car Companies’ Joining Robotaxi Gold Rush — Lucid And Baidu Take It Global 

Lucid’s European push comes amid Uber’s commitment to deploy at least 35,000 Lucid robotaxis equipped with Nuro tech.

Pony.ai Unveils New Gen-4 Robotruck in Collaboration with GAC Commercial Vehicle

Pony.ai Unveils New Gen-4 Robotruck in Collaboration with GAC Commercial Vehicle Pony.ai Unveils New Gen-4 Robotruck in Collaboration with GAC Commercial VehiclePR NewswireHANNOVER, Germany, Sept. 14, 2026 HANNOVER, Germany, Sept. 14, 2026 /PRNewswire/ -- At IAA TRANSPORTATION 2026, Pony AI Inc...

Pony.ai and Verne Kick Off Fully Driverless Robotaxi Test Rides in Zagreb

Pony.ai and Verne Kick Off Fully Driverless Robotaxi Test Rides in Zagreb Pony.ai and Verne Kick Off Fully Driverless Robotaxi Test Rides in Zagreb PR Newswire ZAGREB, Croatia, Sept. 10, 2026 Invited passengers can take fully driverless Robotaxi test rides along a 22-kilometer route, marking a...

All You Need to Know About Pony AI Inc. - Sponsored ADR (PONY) Rating Upgrade to Buy

Pony AI Inc. - Sponsored ADR (PONY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Tesla Could Make Robotaxis 60x Bigger, Cathie Wood’s ARK Says — But Gary Black Thinks Uber Will Win The Race 

Gary Black said Uber “should win easily” by offering autonomous vehicles from multiple operators on its platform.

Pony.ai, Inc. develops artificial intelligence-based robot designed for autonomous driving. The firm's software algorithms and infrastructure enables a vehicle to perceive its surroundings, predict what others will do, and maneuver itself accordingly. The company was founded by Jun Peng and Tian Cheng Lou in November 4, 2016 and is headquartered in Guangzhou, China.

Pony AI Inc. - ADR

Bearish Sentiment

<ul class="summary-bullets"><li>The early Uber investor expects the four investments, as a group, to double in less than two years.</li><li>Calacanis said progress by Tesla, Waymo and Uber could drive consolidation across autonomous transportation.</li><li>WeRide and Pony.ai are expanding robotaxi services with Uber, including upcoming deployments in Spain and elsewhere in Europe.</li></ul><p>Early Uber&nbsp;Technologies, Inc. investor Jason Calacanis has bought small positions in WeRide (WRD), Pony.ai (PONY), Lucid Group (LCID) and Rivian Automotive (RIVN), betting that the race to build robotaxi fleets will lead to takeovers. He expects all four companies to be acquired within 24 months and the investments, as a group, to double in value in less than two years.</p><p>Calacanis has previously backed Uber, Robinhood, Thumbtack and Calm. His new picks span two parts of the autonomous driving business: WeRide and Pony.ai develop driverless technology and operate robotaxis, while Lucid and Rivian are preparing vehicles for large fleets.</p><h2 class="st-heading-2"><strong>Calacanis Bets On A Robotaxi Buying Spree</strong></h2><p>“Consolidation is coming to the autonomous space based on the massive progress that Tesla, Waymo, and Uber are making,” Calacanis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2102478048020857088">said on X</a>. “I believe these four companies are going to be bought in the next 24 months and I expect, as a group, that I will 2x my investment in under two years.”</p><p>He called the trades “tiny bets” and said he considers them one to four-year investments. By comparison, he typically buys equities with the intention of holding them for more than 10 years. Calacanis said he does not day trade, invited others to scrutinize his thesis and noted that he has other autonomy investments, including private companies Zipline and Autolane.</p><p><a href="https://stocktwits.com/news-articles/markets/equity/early-uber-investor-all-car-companies-robotaxi-gold-rush-lucid-baidu-global/cZtuKgwRBd6">Last week</a>, reacting to Lucid’s new European fleet deal, he made an even broader prediction: “All car companies are now going to become Robotaxi companies!” The takeover forecast is his view; none of his four stock picks has announced a sale.</p><h2 class="st-heading-2"><strong>WeRide And Pony.ai Race Across Borders&nbsp;</strong></h2><p>WeRide and Pony.ai are both expanding through partnerships with Uber. This month, WeRide, Uber and fleet partner AVOMO received Spain’s first national operating permit for Level 4 autonomous passenger vehicles as they prepare a robotaxi service in Madrid. It would be WeRide’s first European deployment with Uber. WeRide reported about 3,400 Level 4 autonomous vehicles worldwide as of July 31, including more than 1,800 robotaxis.&nbsp;</p><p>Pony.ai has an expanded agreement with Uber to deploy more than 2,000 robotaxis across five European cities. This month, Pony.ai and Verne began fully driverless test rides with passengers on public roads in Zagreb, Croatia. Pony.ai’s fleet reached 1,975 robotaxis in the second quarter, and it is targeting more than 3,500 by year-end.</p><h2 class="st-heading-2"><strong>Lucid And Rivian Land Big Robotaxi Orders</strong></h2><p>Lucid’s robotaxi ambitions gained a second major customer last week. European mobility platform Bolt said it aims to deploy at least 25,000 autonomous vehicles built on Lucid’s upcoming Midsize platform. The vehicles will use Nvidia’s (NVDA) Hyperion architecture, while Bolt would own and operate the fleet.</p><p>That deal adds to Lucid’s U.S. partnership with Uber and autonomous driving developer Nuro. Uber has committed to at least 35,000 Lucid robotaxis, including Gravity SUVs and future Midsize vehicles.</p><p>Rivian has its own agreement with Uber. Uber or its fleet partners plan to buy 10,000 fully autonomous R2 SUVs for service beginning in 2028, with an option for 40,000 more. Uber also plans to invest up to $1.25 billion in Rivian through 2031, subject to autonomy milestones.</p><h2 class="st-heading-2"><strong>Tesla, Waymo And Uber Raise The Stakes&nbsp;</strong></h2><p>The competition Calacanis is referencing is spreading beyond his four picks. Tesla (TSLA) has begun deploying a small number of Cybercabs in Austin, while Alphabet’s Waymo continues to expand its driverless ride service. Baidu (BIDU) said last week that its Apollo Go vehicles were conducting fully driverless tests on Hong Kong roads, with commercial operations a future goal.</p><p>Tesla’s Cybercab also faces a regulatory test: U.S. safety officials have given the company until Sept. 30 to explain how the vehicle, which lacks a steering wheel, pedals and mirrors, complies with federal standards without an exemption.</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About Auto Stocks?</strong></h2><p>On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/WRD">WRD</a> drew ‘bullish’ sentiment amid ‘high’ message volume, while&nbsp;<a href="https://stocktwits.com/symbol/PONY">PONY</a> was ‘neutral’ despite ‘high’ chatter.&nbsp;<a href="https://stocktwits.com/symbol/LCID">LCID</a> also sat at ‘neutral,’ with ‘normal’ message volume.&nbsp;<a href="https://stocktwits.com/symbol/RIVN">RIVN</a> had the worst retail mood: ‘bearish’ sentiment amid ‘high’ activity.&nbsp;</p><p>All four of Calacanis’ picks are down so far this year: RIVN is down 23%, WRD 32%, PONY 50%, and LCID 59%.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-shotwell-to-sell-52m-shares-trump-spacex-trades-revealed/cZMEkrGRB7M">SPCX Stock Slips Overnight As Shotwell Files To Sell $52M In Shares — Trump’s SpaceX Trades Also Revealed&nbsp;</a></p>

Jason Calacanis at The Besties All-In Tequila Launch Party at Delilah on June 21, 2025 in Los Angeles, California. (Photo by JC Olivera/Variety via Getty Images)

Elon Musk Ally Jason Calacanis Bets These 4 Autonomy Stocks Will Be Bought Within 2 Years — And Double His Money

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Lucid Group Inc

Pony AI Inc

Rivian Automotive Inc

Uber Technologies Inc

WeRide Inc. - ADR

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SpaceX ($SPCX) reports earnings after the close today. What do you expect?

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SpaceX

) reports earnings after the close today. What do you expect?

Current Price	$5.35
Prev Close	$5.01
Open	$5.05
Dividend Yield	0.00%
50-Day Moving Average	$6.89
Beta	2.41
Avg. Volume	3.66M
PE Ratio	-13.92

52-Week High	$22.46
52-Week Low	$4.90
Market Capitalization	$1.77B
EPS (Annual)	-$0.3098
Price to Book	1.38
Revenue Per Employee	$54,067.72

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