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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

Goldman Sachs upgraded CoreWeave to Buy while lowering its price target, drawing attention after a sharp selloff in AI infrastructure stocks. Traders debated whether the upgrade and AI demand could support a rebound or whether heavy debt and financing concerns would keep pressure on the shares.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rally is drawing attention after Morgan Stanley named it a top pick, citing AWS growth and AI opportunities. Traders are broadly bullish, though some question whether the move can hold and point to earnings and technical resistance as potential tests.

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

Better-than-expected third-quarter results and a substantially more upbeat 2027 earnings outlook are driving CLF attention and a sharp rally. Traders are debating whether the forecast and steel-price tailwinds can overcome debt and execution concerns, while some view the move as vulnerable to profit-taking or short-covering volatility.

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

CBRS is drawing attention amid a steep post-IPO selloff, with traders pointing to successive insider-share unlocks and a broader AI and semiconductor pullback. Bears cite the companys high valuation, scaling concerns and OpenAI dependence, while bulls argue the decline is overdone and are buying dips.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios expanded FDA approval of ANKTIVA for papillary-only BCG-unresponsive bladder cancer, alongside long-term Phase 3 data showing durable responses and cystectomy avoidance, is driving attention. Traders are frustrated by the share-price drop despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling pressure.

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 under pressure amid a sharp pullback, with traders pointing to repeated insider sales and a reported DBS downgrade as potential reasons for the weakness; some also cite broader Indonesia and Southeast Asia market concerns. Bulls argue the selling was planned and the business remains strong, while bears see insider selling and weak price action as warning signs.

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

Traders are focused on AEP and X-energy evaluating a potential 960-MW small modular reactor project in Indiana, with Amazon funding development and potentially buying power long termfueling optimism about nuclear power for data centers. The project remains at the evaluation stage, and enthusiasm over the opportunity is tempered by concern about XEs sharp selloff and the long path to commercial deployment.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, supporting a planned FDA resubmission. Traders are broadly reacting positively, while debating short-squeeze potential and flagging dizziness and sharp price swings as concerns.

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 volatile rebound after a sharp AI-infrastructure selloff, with traders split over whether the bounce can hold or financing concerns and contagion from CoreWeaves debt worries will bring more downside. Bulls point to durable AI-compute demand and Nebiuss comparatively stronger finances, while skeptics question the sectors capital costs and ability to earn returns.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almontys investor-day webcast is driving concern, with traders criticizing CEO Lewis Blacks presentation and questioning whether it signaled an undisclosed problem. Others say the content sounded positive and see no clear negative update, leaving the selloffs cause uncertain.

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Restaurant Brands International, Inc. is a holding company, which engages in the operation of quick service restaurants. It operates through the following segments: Tim Hortons, Burger King, Popeyes Louisiana Kitchen, Firehouse Subs, International, and Restaurant Holdings. The company was founded on August 25, 2014 and is headquartered in Miami, FL.

Restaurant Brands International Inc

Seth Klarman’s Baupost Loads Up On AMZN, GOOGL — Takes New Stake In Bill Ackman’s Pershing Square

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<ul class="summary-bullets"><li>Baupost bought nearly $13 million worth of Pershing Square Inc. in the second quarter.</li><li>The firm established a nearly $137-million position in CME Group, parent of the Chicago Mercantile Exchange.</li><li>Baupost increased its Amazon stake, making it the firm’s largest disclosed equity holding, and raised its position in Alphabet.</li></ul><p>Billionaire investor Seth Klarman’s Baupost Group took a new position in Bill Ackman’s asset management company, Pershing Square Inc. (PS), in the second quarter while adding to some of its biggest technology bets and establishing a much larger position in CME Group Inc. (CME). Among those technology bets were Amazon.com Inc. (AMZN) and Alphabet Inc. (GOOGL), with Baupost increasing its positions in both during the quarter.</p><p>At the time of writing on Friday afternoon,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> was trading 0.65% lower,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL shares</a> were down 0.42%, and&nbsp;<a href="https://stocktwits.com/symbol/PS">PS stock</a> was lower by 0.24%.&nbsp;</p><h2 class="st-heading-2">Baupost Takes New Positions</h2><p>The Boston-based investment firm disclosed a small stake in Pershing Square, valued at nearly $13 million as of June 30, in a filing with the Securities and Exchange Commission on Thursday. Baupost established a much larger position in CME Group, the parent of the Chicago Mercantile Exchange, valued at nearly $137 million at quarter-end, according to a regulatory filing.</p><p>Klarman also leaned further into two of the biggest technology companies in the quarter. Baupost increased its Amazon position by about 20%, to 3.74 million shares valued at roughly $892 million.</p><p>The firm boosted its Alphabet stake by about 16%, to roughly 1.37 million shares. The position was valued at nearly $490 million at the end of June.</p><h2 class="st-heading-2">Klarman Cuts Restaurant Brands Stake</h2><p>Klarman pared several sizable holdings. Baupost cut its Restaurant Brands International Inc. (QSR) position by more than 16% to about 6.75 million shares, worth around $490 million.</p><p>The regulatory filings offer only a snapshot of Baupost’s U.S.-listed equity holdings at the end of the quarter and don’t disclose short positions.</p><h2 class="st-heading-2">AMZN, GOOGL, PS Stocks: Retail Sentiment</h2><p>On Stocktwits, retail sentiment for both AMZN and GOOGL was ‘bearish,’ while message volume was ‘low.’ Meanwhile, retail sentiment for PS was ‘bullish,’ while message volume was ‘high.’</p><p><a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> has gained nearly 11% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> have added 13.5%, and&nbsp;<a href="https://stocktwits.com/symbol/PS">PS stock</a> has gained nearly 72% during the same period.&nbsp;</p><p><strong>Also See:</strong>&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/psx-mpc-reportedly-weighed-giant-merger-what-sank-the-180b-deal-between-phillips66-and-marathon-petroleum/cZotoFARJ0V">PSX, MPC Reportedly Weighed A Giant Merger — What Sank The $180B Deal Between Phillips 66 And Marathon Petroleum</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Billionaire investor Seth Klarman. (Photo by Scott Olson/Getty Images)

Seth Klarman’s Baupost Group took a new position in Pershing Square Inc. (PS) in the second quarter, while adding to its stakes in Amazon (AMZN), Alphabet (GOOGL) and CME Group (CME).

The billionaire investor’s hedge fund also established a sizable position in CME Group while trimming Restaurant Brands International.

CME Group Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Pershing Square Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

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$QSR similar setup to $YUM & $DRI (both posted earlier today if you want to check those setups too). Sitting right on weekly trendline support right now. 
- Had really nice bullish net flow yesterday with traders loading the $70 & $72.5 calls for 10/16 expiration 🐂

PeloSwing

$QSR I think we all know this new Burger King strategy with the chicken nuggets and the “your the king” is going to fail miserably.  The king will be back more sooner than later.

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