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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 selloff across AI and neocloud infrastructure stocks, with traders debating financing risks, data-center spending and whether AI demand will generate returns. Some see an oversold dip and potential rebound or short squeeze, while others warn the bounce may fail and expect further losses.

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 to Buy has fueled a rebound discussion after a sharp selloff, with some traders seeing the decline as overdone and others warning that CoreWeaves heavy debt and financing needs remain a risk. The debate centers on whether AI demand and contracted business can outweigh concerns about borrowing costs and the companys ability to fund its expansion.

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 quarterly results beat expectations and its 2027 adjusted EBITDA outlook was raised, driving a sharp rally. Traders are debating whether strong operating momentum could fuel short covering or whether the companys debt and reliance on steel-price forecasts limit the upside.

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 as traders await the 80th death event that triggers final analysis of its Phase 3 REGAL trial; the last company-disclosed count was 78, and the threshold has not been confirmed. Some traders view the prolonged wait and upcoming ASH meeting as possible signs of encouraging survival data, while others caution that a blinded trials delay does not establish efficacy and debate whether results could be under an ASH embargo.

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 proposed AEP study of a large Xe-100 plant in Indiana, with Amazon linked to long-term power demand, is drawing attention as shares slide sharply. Traders are split between buying the dip on Amazons backing and nuclear-power demand, and worrying about continued selling pressure and the long path from feasibility work to commercial reactors.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Recent competitor trial news is driving attention, particularly EyePoints failed wet-AMD study and what it may mean for Oculars AXPAXLI program. Traders are split: some worry the setback could deepen skepticism about TKI therapies, while others see reduced competition and argue AXPAXLIs data and durability are distinct.

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 FDAs clearance to expand Alpha Taus U.S. REGAIN recurrent-glioblastoma trial from 10 to 20 patients is drawing attention, alongside expectations for additional clinical data at the SNO meeting. Traders are broadly optimistic about the growing catalyst pipeline, while the early GBM results come from a very small cohort; completion of enrollment in the pancreatic IMPACT study is also contributing to the discussion.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

A broad biotech selloff, attributed by traders to rising-rate concerns, risk-off positioning and rotation away from smaller biotech stocks, is weighing on XBI. The community is split between expecting further weakness and viewing the sharp pullback as an oversold buying opportunity, with potential M&A and upcoming clinical catalysts cited as reasons for optimism.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

JPMorgans upgrade of Intel to Neutral from Underweight, citing improving execution, is a key focus after a sharp selloff. Some traders see it as validation of the turnaround, while others dismiss the upgrade because the price target was unchanged; broader chip-sector weakness and unconfirmed foundry-deal speculation add to the debate.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Dynexs Q3 results are drawing attention after wider mortgage spreads drove a sharp decline in book value and a reported loss, while earnings fell short of covering the monthly dividend. Traders are debating dividend sustainability and added risk from higher leverage, though some view the losses as largely unrealized and continue to favor the income stream.

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

Equity

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

Bearish Sentiment

<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

JPMorgan Active Growth ETF

VistaShares Target 15 USA Quality Income ETF

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.

Current Price	$17.02
Prev Close	$17.41
Open	$17.28
Dividend Yield	N/A
50-Day Moving Average	$17.93
Beta	N/A
Avg. Volume	11,458.58
PE Ratio	N/A

52-Week High	$19.59
52-Week Low	$16.67
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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