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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 amid a sharp neocloud and AI-infrastructure selloff, as concerns about financing costs, debt sustainability and returns on the sectors buildout spill over from CoreWeave credit worries. Traders are divided on the rebound, with some seeing an oversold buying opportunity and others calling it a bull trap that could give way to further declines.

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 stronger-than-guided Q3 results and upbeat 2027 EBITDA outlook have driven a sharp share-price rebound. Bulls are discussing potential short covering, while skeptics question whether operating improvements and steel prices can support the outlook given the companys debt.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

The FDA-approved expansion of Alpha Taus REGAIN trial for recurrent glioblastoma, alongside planned SNO data presentation, is driving attention; traders are upbeat about the early results and a larger patient cohort, while further evidence is still pending. The community also points to upcoming pancreatic and other clinical milestones as potential catalysts.

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

Goldman Sachs upgrade of CoreWeave to Buy is driving a rebound after a steep selloff over financing and debt concerns. Traders are split between expecting a recovery or short squeeze and warning that the companys heavy obligations and insider selling remain significant risks.

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 fueled speculation about upcoming clinical news or a possible buyout, though some traders dismissed it as a routine message. The debate centers on the still-unconfirmed 80th-event trigger for the Phase 3 REGAL trial: bulls view the prolonged wait as potentially encouraging for patient survival, while skeptics note that the blinded trials timeline alone does not establish efficacy.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are drawing attention for a sharp pullback, with traders repeatedly pointing to insider selling and weak price action; some also cite higher oil prices and broader macro pressure as headwinds. Bulls argue the companys growth and valuation support a recovery, while bears see more downside and question managements approach to shareholder returns.

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 shares are drawing attention after a steep selloff, with traders citing upcoming IPO lockup share releases, a reported TD Cowen downgrade, and concerns about valuation, customer concentration and the companys ability to scale. The community is split between expecting more selling and buying the dip, while some attribute the weakness to a broader AI and semiconductor pullback.

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-Energys small modular reactor buildout is drawing attention around updates on its Oak Ridge fuel facility and nuclear-grade graphite supply, against a broader AI and data-center power-demand theme. Traders are broadly bullish on the long-term opportunity and Amazons backing, while some remain cautious about execution timelines and the stocks sharp volatility.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Bernsteins upgrade of Datadog to Outperform, citing AI-driven demand for its observability offerings, is drawing attention as shares rebound. Traders are weighing that bullish AI-growth case against concerns about the stocks rich valuation and recent software-sector volatility.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is drawing attention for its struggle to hold above a key resistance area, with traders positioning ahead of the upcoming earnings report. Bulls see recent support as a possible breakout setup, while bears point to repeated rejections and difficulty sustaining a move higher.

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Should Invesco NASDAQ Next Gen 100 ETF (QQQJ) Be on Your Investing Radar?

Barclays Sees 41% Upside In TSEM Stock As It Initiates Coverage — Says Firm's ‘Well Placed,’ Offers Agnostic Exposure

Equity

Barclays sees Tower Semiconductor as a leading silicon photonics foundry positioned to benefit as optical becomes one of the fastest-growing semiconductor end markets, per TheFly.

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<ul class="summary-bullets"><li>Barclays initiated coverage of Tower Semiconductor with an ‘Overweight’ rating and set a $310 price target.</li><li>The firm called Tower Semiconductor a leading silicon photonics foundry and a “key facilitator” of optical growth.</li><li>Tower Semiconductor has secured $1.3 billion in silicon photonics customer contracts for 2027 revenue.</li></ul>Tower Semiconductor (TSEM) drew a bullish initiation from Barclays, which initiated coverage on the stock with an ‘Overweight’ rating and $310 price target, according to TheFly.The firm called Tower Semiconductor a leading silicon photonics foundry and said optical is set to become one of the fastest-growing semiconductor end markets, with Tower acting as a “key facilitator.” Barclays acknowledged competition but said Tower Semiconductor remains “well placed and offers agnostic exposure,” per TheFly. The firm’s $310 target for <a href="https://stocktwits.com/symbol/TSEM">TSEM</a> stock implies more than 41% upside from the previous close.<h2 class="st-heading-2">TSEM’s Silicon Photonics Business Accelerates</h2>Tower Semiconductor’s silicon photonics (SiPho) business reached a $680 million annualized revenue run rate (ARR) in the second quarter (Q2) of 2026, up from $180 million a year earlier."We plan to cross the $1 billion of SiPho revenue annual run rate in the fourth quarter of 2026, with continued significant growth throughout 2027," said CEO Russell Ellwanger.Tower reported record Q2 revenue of $460 million, up 24% year over year, and guided third-quarter (Q3) revenue to $520 million, a record for the company. Its adjusted earnings per share (EPS) came in at $0.88, beating the consensus estimate tracked by FiscalAI.<h2 class="st-heading-2">Tower Customers Commit $1.3B For 2027</h2>The company has secured $1.3 billion in silicon photonics customer contracts for 2027 revenue, along with $290 million in customer prepayments for capacity reservations. Its 2028 contractual wafer commitments are even larger, with additional associated prepayments due by January 2027.Tower has also been adding capacity to meet that demand. In July, the company announced an expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging capabilities in Japan, with support from the Japanese government.Tower and NewPhotonics also announced this week that they had begun high-volume shipments of optical engines for AI interconnects, targeting applications spanning 800G to 1.6T connectivity.<h2 class="st-heading-2">Retail Sentiment Around TSEM Stock</h2>Retail sentiment around TSEM jumped to ‘extremely bullish’ territory on Stocktwits, up from ‘bearish’ reading a month ago.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_18_180108_e408620dd1.png" alt="Screenshot 2026-09-18 180108.png" width="818" height="480"><figcaption>TSEM stock retail sentiment on September 18 as of 09:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, Tower Semiconductor shares have surged more than 80%. In comparison, the Invesco NASDAQ Next Gen 100 ETF (<a href="https://stocktwits.com/symbol/QQQJ">QQQJ</a>) and iShares AI Innovation and Tech Active ETF (<a href="https://stocktwits.com/symbol/BAI">BAI</a>), which hold TSEM stock, have risen by around 19% and 31%, respectively, during this period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aal-ual-dal-get-fresh-rothschild-targets-firm-sees-domestic-revenue-strength-extending-into-2027/cZtuMBVRB3N">AAL, UAL, DAL Get Fresh Rothschild Targets — Firm Sees Domestic Revenue Strength Extending Into 2027</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Tower Semiconductor Ltd. logo is displayed on a smartphone screen and in the background.

Tower Semiconductor (TSEM) drew a bullish initiation from Barclays, which initiated coverage on the stock with an ‘Overweight’ rating and $310 price target, according to TheFly.

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Invesco NASDAQ Next Gen 100 ETF

Tower Semiconductor Ltd.

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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.

Current Price	$43.71
Prev Close	$43.32
Open	$43.72
Dividend Yield	N/A
50-Day Moving Average	$44.98
Beta	N/A
Avg. Volume	172,512.03
PE Ratio	N/A

52-Week High	$46.94
52-Week Low	$34.39
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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