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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 amid a steep selloff, with traders pointing to scheduled lockup expirations and potential insider-share supply, alongside concerns about its IPO valuation, growth and ability to scale. The debate pits bearish calls for further declines against dip-buyers who remain bullish on Cerebras AI-inference technology and long-term demand.

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 quarterly results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders debating whether short covering could extend the move. Bulls see improving steel operations and prices, while skeptics question whether the outlook can overcome the companys debt and reliance on favorable steel markets; some also warn the rally could fade.

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 caught in a broad neocloud and AI-infrastructure selloff as traders focus on financing costs, debt concerns and doubts about the sectors business models, with CoreWeaves credit worries adding to contagion fears. The community is split on whether sharp rebounds are durable or bull traps: bulls point to Nebiuss comparatively stronger balance sheet and long-term compute demand, while bears question the capital intensity and path to profitability.

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 Buy upgrade after a sharp selloff is driving attention, but traders are split after the initial pop faded: some see an oversold buying opportunity, while others remain concerned about CoreWeaves heavy debt and financing costs.

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

Seas sharp pullback despite strong operating results is fueling debate, with traders frequently blaming insider share sales and managements failure to announce a fresh buyback; some also cite an analyst downgrade and regional macro concerns. Bears see continued weakness, while bulls argue the selloff has made the growing e-commerce and fintech business more attractive.

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

Alpha Taus pancreatic cancer IMPACT trial completed enrollment after expanding from 12 to 48 patients, which traders view as a sign of strong clinical-site and patient interest; the results are still pending. Attention also centers on the FDA-cleared expansion of its recurrent glioblastoma REGAIN trial and anticipated clinical updates, with mostly bullish reactions tempered by uncertainty about what the larger studies will show.

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

XEs steep selloff and search for a bottom dominate the discussion, with traders attributing pressure to post-IPO selling, bearish analyst coverage, and weakness across nuclear stocks. Some see Amazons backing and potential SMR demand from data centers as a long-term positive, while others remain concerned that commercialization is years away.

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

FDA expanded ANKTIVA plus BCG to cover papillary-only BCG-unresponsive bladder cancer, broadening its potential market; traders also focused on long-term Phase 3 data showing durable responses and bladder-sparing outcomes. Despite bullish views on the commercial opportunity, the shares sold off, with the community debating a sell-the-news reaction and broader biotech weakness versus options-related or short-selling pressure, while some remain cautious about revenue growth and dilution.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its Q3 earnings report as shares retreat amid a broader tech and AI selloff. Traders are split over whether strong ad performance and Muse AI momentum can justify heavy AI spending, with capex and returns on that investment central to expectations for the report.

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

Traders are focused on Disneys recent rebound and repeated tests of resistance, debating whether it can break out or will keep slipping back into its trading range. Bullish posts point to buyers defending the pullback, while bearish traders cite failed attempts to hold gains and downside options activity.

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GE Stock In Spotlight After Improved 2026 Outlook — GE Aerospace Expects Impact Of Supply Chain Constraints, Inflation To Continue

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GE Aerospace now expects 2026 operating profit in the range of $10.55 billion to $10.75 billion compared to the previous guidance of $9.85 billion to $10.25 billion.


AAPL Stock Jumps After Strong Q3 Guidance Shows Signs iPhone Maker Is Resilient To Chip Shortages

 AAPL Q3 sales guidance of 14% to 17% jump surpasses expectations of 9%.


SNAP Stock Rallies After Hours As Q4 Revenue Growth Impresses Investors

Snap’s fourth quarter revenue increased 10% year-over-year to $1.72 billion, beating analysts’ estimates of $1.7 billion, as per data from fiscal.ai. 


Alphabet Stock Gains After Hours After Reporting $400B+ Annual Revenue For The First Time - Here Are More Details

Consolidated Alphabet revenues increased 18% to $113.8 billion in the fourth quarter, the company said.

Chipotle Shares Drop 8% After Hours On Falling Traffic And Flat Sales Guidance 

However, both the company’s fourth earnings and revenue numbers beat Wall Street expectations. 


 Netflix, WBD Will Continue To Operate As They Are Doing Now, Ted Sarandos Tells Senate 

Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market. 


JNJ Stock Rises On Fresh FDA Approval For Multiple Myeloma Drug

FDA approved Darzalex Faspro in combination with bortezomib, lenalidomide, and dexamethasone for adults with newly diagnosed multiple myeloma who are ineligible for autologous stem cell transplant. 

Nike To Reportedly Lay Off 775 Additional Employees

CNBC reported on Monday, citing people familiar with the matter, that the new layoffs will mostly impact distribution center roles in Tennessee and Mississippi


Lululemon Shares Rise On See-Through Leggings Relaunch — New Recommendations Include Skin-Toned Underwear 

Earlier this week, Bloomberg reported that Lululemon had removed the ‘Get Low’ collection from its website following customer complaints about their sheerness, merely days after debut.


Lululemon Stock Slips 6% After Reportedly Removing “See-Through” Leggings From Website

The ‘Get Low’ collection has been removed from the firm’s website merely days after its debut, Bloomberg reported. 


Tidal Trust III - VistaShares Target 15 USA Quality Income ETF

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<ul class="summary-bullets"><li>The firm has guided for adjusted earnings per share (EPS) of $7.65 to $7.85 compared to the earlier figure of $7.10 to $7.40.</li><li>Its free cash flow projections have also improved to $8.9 billion to $9.2 billion compared to the $8 billion to $8.4 billion estimated earlier.</li><li>GE Aerospace Chairman and CEO H. Lawrence Culp, Jr. noted that the firm saw&nbsp;record internal shop visit output in the quarter and 31% growth in total engine deliveries in the first half.</li></ul>Shares of GE Aerospace (GE) were in the spotlight on Thursday after the company reported a strong second quarter and raised its full-year guidance across the board.However, the stock was down 4% in pre-market trading and hovered near its February high at $345.<h2 class="st-heading-2">GE’s Improved Outlook</h2>GE Aerospace now expects 2026 operating profit in the range of $10.55 billion to $10.75 billion, compared to the previous guidance of $9.85 billion to $10.25 billion. The firm has guided for adjusted earnings per share (EPS) of $7.65 to $7.85, compared to the earlier range of $7.10 to $7.40.Its free cash flow projections have also improved to $8.9 billion to $9.2 billion compared to the $8 billion to $8.4 billion estimated earlier.GE Aerospace Chairman and CEO H. Lawrence Culp, Jr. noted that the firm saw&nbsp;record internal shop visit output in the quarter and 31% growth in total engine deliveries in the first half.“As we look forward, we remain focused on advancing what matters most for our customers: delivering on our over $210 billion backlog while investing in current and next-generation technology to improve time-on-wing and cost of ownership,” he stated.<h2 class="st-heading-2">GE’s Q2 At A Glance</h2>GE Aerospace reported a 24% year-over-year (YoY) jump in adjusted revenue to $12.63 billion during the second quarter, compared to an estimated $11.89 billion. Adjusted earnings per share (EPS) came in at $2.02 compared to the analyst estimate of $1.86.The firm’s Commercial Engines &amp; Services (CES) orders rose 18% YoY to $12.92 billion while revenue rose 27% to $9.73 billion. At the same time, the Defense &amp; Propulsion Technologies segment witnessed a 12% YoY rise in orders to $4.14 billion and 16% growth in revenue to $3.44 billion.<h2 class="st-heading-2">GE’s Take On Geopolitical Impact</h2>GE Aerospace said it is monitoring recent developments related to the Middle East conflict and their potential impact on the commercial aerospace industry, including lower utilization and higher prices, which could adversely affect its airline customers.&nbsp;“As a result, the impacts to our business may include lower volume related to shop visits, spare parts and spare engines and lower profitability of our long-term contracts, as well as customer credit implications. We remain confident in our ability to navigate this with our young and diverse fleet, and we are also proactively taking action on costs,” it stated.The conflict did not result in a material impact on our operations in the six months ended June 30, 2026, it said. However, the firm noted that it expects the impact of supply chain constraints and inflation to persist and that it continues to take action to mitigate them.On Stocktwits, retail sentiment surrounding GE stock remained in “bullish” territory amid moderate chatter.<a href="https://stocktwits.com/symbol/GE">GE stock</a> has gained over 12% this year and over 35% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/atai-stock-soars-on-eli-lilly-s-2-8-b-buyout-why-cmps-shares-rising-too/cZZEJ7vR7sI">ATAI Stock Soars On Eli Lilly’s $2.8B Buyout – Why Are CMPS Shares Rising Too?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, the GE Aerospace logo is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Shares of GE Aerospace (GE) were in the spotlight on Thursday after the company reported a strong second quarter and raised its full-year guidance across the board.

GE Aerospace

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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.

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