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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 upgrade to Buy after a sharp selloff fueled hopes of a rebound, but traders debated whether the upgrade could overcome ongoing financing concerns, especially as the rally faded. Bulls point to AI demand, customer commitments and Nvidias support, while bears remain focused on CoreWeaves heavy debt burden and borrowing costs.

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

The FDAs early expansion of ANKTIVA plus BCG to papillary-only BCG-unresponsive bladder cancer, alongside long-term data showing durable responses, is driving discussion about a larger patient market and future sales. Traders are puzzled by the share-price decline despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling or options-related pressure.

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 advance is drawing attention after Morgan Stanley named it a top pick, citing AWS growth, AI opportunities and warehouse automation as potential catalysts. Traders are broadly bullish on the move, though some remain cautious about heavy AI spending and whether the shares can sustain gains ahead of earnings.

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

Sharp post-IPO selling and volatile trading dominate the discussion, with traders pointing to lockup-related supply, bearish analyst coverage, and weakness across nuclear stocks as possible pressures. Bulls are treating the pullback as an opportunity, citing Amazons backing and X-energys potential role in meeting future data-center power demand, while others stress that reactor commercialization remains years away.

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.

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 drawing criticism, with traders disappointed by CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. Some speculate that management appeared evasive, but those concerns are unverified; broader weakness in critical-minerals stocks is also part of the discussion.

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 after a sharp selloff alongside other AI neocloud stocks, as traders debate financing costs and whether the sectors growth can justify its heavy capital needs. Some see the rebound and analyst support as a buying opportunity, while others call it a short-lived bounce and expect more pressure.

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Worldcoin's Orb to the Rescue: Humans vs. AI Impostors

Cryptocurrency

By deploying the Orb and linking it with an open token ecosystem, World aims to preserve true human interaction in an AI-driven age.

Razer, Inc. is a lifestyle brand for gamers. The firm has designed and built the world?s largest gamer-focused ecosystem of hardware, software and services. The company?s hardware includes high-performance gaming peripherals and Blade gaming laptops. It also offers gaming mobile phones, gaming mice, mats, keyboards, headsets, broadcaster, consoles, desktops, displays, routers, gears, apparels and bags. Razer?s software platform, with over 80 million users, includes Razer Synapse (an Internet of Things platform), Razer Chroma (a proprietary RGB lighting technology system), and Razer Cortex (a game optimizer and launcher). The firm service, Razer Gold is a virtual credit services for gamers, and Razer Fintech is an offline-to-online digital payment networks in Southeast Asia. The company was founded by Robert L. Krakoff and Min Liang Tan in 2005 and is headquartered in Irvine, CA.

Razer Inc

Neutral Sentiment

It’s getting harder to spot humans online. AI chatbots write emails that fool your boss, generate voices that mimic your crush, and create digital faces so real, you’d swear they’re living next door.&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://world.org/blog/announcements/at-last-trust-in-the-age-of-ai">Enter World Network</a> (WLD), a project determined to keep humans…well, human. They’re launching in the U.S. and expanding globally, with an emphasis on verifying your identity without the usual privacy trade-offs.At the heart of it all? The Orb. This spiffy hardware can scan your face to confirm you’re real, then give you a special World ID that you can use across apps, games, and maybe even social platforms.&nbsp;AI can impersonate us, but the Orb claims to sniff out the difference by verifying that an actual human is standing there. The new Orb Mini goes further, aiming to put these devices in more people’s hands to scale even faster.World has big partnerships, from Razer (RAZFF) in gaming (think: anti-bot tournaments) to Match Group (MTCH) in dating (so you’re not chatting with an AI).&nbsp;They’re also pushing the World App, a “super app” for verified humans that merges financial tools, messaging, and social features.&nbsp;Why bother?&nbsp;Because once AI can generate entire personalities, we need a foolproof way to say, “Yes, I’m actually me.” That’s especially true in gaming, dating, and social media, where bots and synthetic content can overrun trust in a hurry.World’s team is betting that by combining hardware scanning, cryptography, and an open token model, they’ll secure a place for real humans in a world of nearly infinite AI.Call it ambitious or borderline sci-fi. Either way, identity is the new frontier.Also See: <a href="https://stocktwits.com/news-articles/default/6/alchemy-pay-new-era/chLUSPXRb0D">One Chain to Convert Them All: Alchemy Pay's Big Move</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Worldcoin logo is seen displayed on a smartphone. (Photo Illustration by Mateusz Slodkowski/SOPA Images/LightRocket via Getty Images)

World Network merges hardware, cryptography, and a global token to confirm real people and maintain trust online.

Verifying Humans in the AI Era

Match Group Inc.

Worldcoin

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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.

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