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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Middle East shipping and energy-infrastructure attack concerns are driving crude higher and drawing attention to USO, which tracks WTI futures. Traders are split between bullish supply-disruption fears and bearish calls for a pullback if tensions ease, with some warning the rally is stretched.

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 steep post-IPO decline is drawing attention, with traders focused on successive share-lockup expirations and reported insider selling as potential sources of supply, alongside a price-target cut and weakness in AI stocks. Bears see continued pressure from valuation and execution concerns, while bulls argue the selloff is overdone and point to the companys AI-chip technology and long-term potential.

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 selloff is centered on concerns that its debt-heavy AI infrastructure buildout could become harder to finance if borrowing costs stay high or AI demand slows, amplified by bearish HSBC commentary and pressure across neocloud stocks. Traders are split between warnings of further downside and default risk, and bullish arguments that the companys backlog and AI demand support a rebound.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A steep selloff in USAR and the broader rare-earth sector is driving discussion, with traders pointing to dilution concerns, heavy spending before large-scale production and weak sentiment around management. Some blame short selling or broader market pressure, while bulls argue the companys government backing and domestic magnet ambitions support its long-term case and see the decline as oversold.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving discussion, with traders emphasizing strong revenue growth and improved margins while debating the GAAP EPS shortfall and the lack of forward guidance. Some view the AI power-delivery and licensing growth as encouraging, while others are cautious about valuation and whether the earnings news is enough to support the stock.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

UBSs downgrade of NuScale to Sell, citing long commercialization timelines and a lack of firm customer commitments, is driving the selloff. Traders debate whether it signals deeper execution risks, including delays around the TVA opportunity, or overstates the concerns amid weakness across nuclear stocks; some view the decline 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

GMs quarterly earnings beat and new multiyear buyback are drawing attention, but shares are falling as traders question why the stock dropped despite the results. The debate centers on the unchanged profit-outlook midpoint and weaker vehicle sales versus the buyback and stronger cash-flow outlook.

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. 

A sharp pullback across AI and neocloud stocks has focused attention on fears that infrastructure spending may not deliver returns and that tighter financing could pressure providers, with CoreWeaves debt concerns often cited as a sector risk. Traders are divided between buying Nebiuss rebound as an oversold dip and expecting more downside until funding and market conditions improve.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops warrant-expiration notice is driving discussion, as traders debate whether the approaching deadline and possible dilution are weighing on shares or whether unexercised warrants would remove dilution risk. Sentiment is split between frustration with Ryan Cohen and speculation about an extension or other corporate action; those hopes remain unconfirmed.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTXs quarterly results beat expectations and the company raised its full-year outlook, with growth across its aerospace and defense businesses and a record backlog. Traders largely describe the report as a broad-based beat, though some question why the share price has not responded more positively.

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BMY Stock Drops As Lower-Dose Lung Drug Succeeds In Trial, Higher Dose Misses

Equity

Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis. 


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VanEck ETF Trust - VanEck Pharmaceutical ETF

Bullish Sentiment

<ul class="summary-bullets"><li>The higher 120 mg twice-daily dose slowed the decline in lung function but did not reach statistical significance.</li><li>The company intends to complete a full review of the data and engage health authorities about next steps toward possible regulatory filings.</li><li>Separately, the company said an interim analysis of the ACTION-1 trial studying RYZ101 in patients with gastroenteropancreatic neuroendocrine tumors met its main goal.</li></ul><p><br>Bristol Myers Squibb (BMY) shares fell roughly 3% in midday trading on Monday, reversing opening gains, after the company reported mixed results from a late-stage trial in scarring lung disease — the study succeeded only at the lower dose tested while the higher dose fell short of statistical significance.</p><p>The company also announced positive results from its late-stage trial in a rare cancer.</p><h2 class="st-heading-2">Bristol Myers' Lung-Disease Results Come With A Caveat</h2><p>Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis (IPF).</p><p>Patients receiving that dose showed a statistically significant improvement versus placebo in the absolute change in forced vital capacity—a standard measure of lung function—at 52 weeks. The higher 120 mg twice-daily dose slowed the decline in lung function but did not reach statistical significance. The company noted that both doses were generally well tolerated, with rates of discontinuation due to side effects that were low and similar to placebo.</p><p>Executives called the overall findings supportive of admilparant as a potential first-in-class approach targeting a specific biological pathway in idiopathic pulmonary fibrosis, a progressive disease that scars the lungs and leaves patients with limited effective options.</p><p>The company intends to complete a full review of the data and engage health authorities about next steps toward possible regulatory filings. Detailed results are planned for a future medical meeting. A related late-stage study in a broader form of progressive lung fibrosis is expected to report results in early 2027.</p><h2 class="st-heading-2">Cancer Therapy Shows Stronger Signal</h2><p>Separately, the company said an interim analysis of the ACTION-1 trial met its main goal.</p><p>The study tested RYZ101, an experimental radiopharmaceutical therapy developed by its RayzeBio unit, in patients with gastroenteropancreatic neuroendocrine tumors (GEP-NETs) whose disease had progressed after earlier lutetium-based treatment.</p><p>RYZ101 produced a statistically significant and clinically meaningful improvement in the time patients lived without their cancer worsening, compared with standard options such as certain hormonal agents or other approved drugs. Safety findings matched what was previously known about the therapy.</p><p>Company executives described the outcome as an important milestone for patients with few remaining options after prior therapy and said they plan to discuss the data with regulators. The drug already carries orphan-drug designation for this rare disease. Detailed findings are expected at a future medical conference, and the trial will continue to track overall survival.</p><h2 class="st-heading-2">How Did BMY Retail Traders React?</h2><p>On Stocktwits, retail sentiment around BMY stock stayed within ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.</p><p><a href="https://stocktwits.com/symbol/BMY">BMY stock</a> has gained 6% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dow-rises-200-points-nasdaq-wavers-china-chip-competition-hits-tech-stocks-oil-climbs/cZxIi1oRB8W">Dow Rises 200 Points, Nasdaq Wavers: China Chip Competition Hits Tech Stocks, Oil Climbs</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

In this photo illustration, the Bristol-Myers Squibb Company logo is seen displayed on a tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis. 

Bristol-Myers Squibb Co.

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