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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-expected Q3 performance and higher 2027 EBITDA outlook are driving attention, with traders pointing to stronger steel pricing and anticipating short-covering. Others caution that the outlook depends on pricing assumptions and may not resolve the companys substantial debt 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 caught in a sharp neocloud selloff as traders question whether AI infrastructure providers can finance their expansion and earn adequate returns; speculation about forced fund liquidations is unconfirmed. The community is split between viewing the drop as an oversold buying opportunity, citing analyst support and insider purchases, and warning that the rebound could fade as sector financing concerns persist.

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

Attention centers on Alpha Taus oncology pipeline: the pancreatic IMPACT study completed enrollment after multiple expansions, with traders also focused on further glioblastoma and ReSTART data. The community is broadly optimistic about clinical progress, though the studies remain early-stage and expectations for the stock are speculative.

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 after a sharp selloff driven by concerns over CoreWeaves debt burden, bond-market stress and ability to finance its expansion. Traders remain divided: bulls see the financing fears as overblown given AI demand, while bears warn that elevated borrowing costs and credit risk could keep pressure on the stock.

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

CEO Angelos Stergious anniversary post and next chapter language have fueled speculation among traders about imminent REGAL trial news or a buyout, though others see it as a routine anniversary message with no new information. The central focus remains the blinded Phase 3 REGAL study, last reported at 78 of 80 events; bulls interpret the prolonged wait as a possible survival signal and look to ASH, while skeptics say the delay does not reveal the outcome.

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

Attention centers on Amazon-backed X-Energy and AEP studying a 12-reactor, 960-MW Xe-100 project in Indiana, reinforcing the long-term data-center power theme. Traders see Amazons backing as a reason to buy the dip, while others remain cautious amid the selloff and note that the project is still exploratory.

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

EyePoints failed wet-AMD Phase 3 results are driving debate over Oculars AXPAXLI: some traders see a competitor removed, while others worry the setback undermines confidence in TKI-based treatments and could hurt OCUL as well. Bulls argue AXPAXLIs data and trial design are different, with attention also focused on its planned FDA filing.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Renewed takeover speculation is driving attention, with traders discussing an unconfirmed report that an unnamed West Coast tech company may be considering an all-stock acquisition and many guessing Meta is the potential buyer. Some see the chatter as a possible catalyst, while others dismiss it as rumor-driven noise and focus on PayPals upcoming earnings, turnaround prospects, and competitive pressures.

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 a sharp decline in book value, which traders attribute mainly to wider agency MBS spreads; they also point to earnings available for distribution falling short of the monthly dividend. The debate is whether improving earnings and managements expanded MBS purchases can support a recovery, or whether weak dividend coverage and further book-value erosion signal more downside.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

Discussion centers on the Dows direction amid volatile, mixed equity trading, with some traders pointing to relative strength versus tech while others warn of a pullback. Rising Treasury yields, oil and inflation concerns, Fed policy, and Iran-related uncertainty recur as broader market risks, alongside bullish calls for a rebound.

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Strength in Aerospace Systems Drives PH: Can the Momentum Sustain?

Parker-Hannifin's Aerospace Systems gains momentum on strong OEM and aftermarket demand, record backlog and a $2.55B acquisition. Can the growth continue?

RBC Bearings to Webcast Second Quarter Fiscal Year 2027 Earnings Conference Call October 30th

RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, aerospace and defense markets, today announced that it will release its second quarter fiscal 2027 financial results before the...

Here's How Much $1000 Invested In RBC Bearings 20 Years Ago Would Be Worth Today

RBC Bearings (NYSE:RBC) has outperformed the market over the past 20 years by 7.16% on an annualized basis producing an average annual return of 16.26%. Currently, RBC Bearings has a market capitalization of $16.27read more...

Strength in Aerospace & Defense Drives RBC Bearings: Can It Sustain?

RBC Bearings' aerospace and defense momentum is fueled by commercial aerospace, defense demand and a $2.3B backlog.

Here's How Much You Would Have Made Owning RBC Bearings Stock In The Last 20 Years

RBC Bearings (NYSE:RBC) has outperformed the market over the past 20 years by 7.19% on an annualized basis producing an average annual return of 16.37%. Currently, RBC Bearings has a market capitalization of $15.58read more...

Reasons Why Investors Should Consider Investing in IDEX Stock

IEX is gaining from strong HST demand, rising orders, acquisitions and shareholder returns as it lifts its 2026 organic sales growth outlook.

Tetra Tech's Board Approves Additional Share Buyback Program

TTEK expands its share buyback authority to $898 million as stronger cash flow supports returns, acquisitions and debt reduction.

Solid Demand in Commercial Aerospace Drives Howmet: Can It Sustain?

HWM's commercial aerospace strength, rising engine spares demand and CAM acquisition support momentum as Boeing and Airbus production rates improve.

Carlisle Benefits From Business Strength, Risks Persist

CSL gains from strong construction demand, segment growth and shareholder returns, though rising costs, margin pressure and debt pose risks.

RBC Bearings Announces Participation in Upcoming Investor Conferences

RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, aerospace and defense industries, today announced management will participate in three upcoming investor conferences, including...

RBC Bearings, Inc. engages in the provision of design, manufacture, and marketing of engineered precision bearings and products. It operates through the Aerospace and Defense, and Industrial segments. The Aerospace and Defense segment represents the end markets for the company’s highly engineered bearings and precision components used in commercial aerospace, defense aerospace, and sea and ground defense applications. The Industrial segment refers to the end markets for the company’s highly engineered bearings, gearings and precision components used in various industrial applications including power transmission, construction, mining, energy and specialized equipment manufacturing, semiconductor production equipment manufacturing, agricultural machinery, commercial truck and automotive manufacturing, and tool holding. The company was founded in 1919 and is headquartered in Oxford, CT.

RBC Bearings Inc.

RBC Bearings Stock Gets Price Target Hike From Morgan Stanley: Retail Believes It Might Be Buying Opportunity

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Bearish Sentiment

Shares of RBC Bearings Inc. (RBC) drew retail attention on Tuesday after Morgan Stanley raised its price target on the stock to $390 from $360 while keeping an ‘Overweight’ rating.According to The Fly, the brokerage noted that management execution "remains strong" as gross margins expanded about 200 basis points year-over-year.Morgan Stanley also highlighted that the organic growth pipeline remains strong for FY26. The brokerage views RBC Bearings as "a high-quality industrials compounder with attractive growth and margin expansion potential.”Other analysts also raised their price targets for the stock. Truist analyst Michael Ciarmoli raised the firm's price target to $410 from $351 while keeping a ‘Buy’ rating after the firm’s fourth-quarter (Q4) earnings beat.The brokerage noted that the company's industrial growth is re-accelerating with tariffs and energy trends potentially being additive, while its commercial aero growth has mid- to upper-teen growth potential in FY26 as production rates recover.Recently, the company <a href="https://stocktwits.com/news-articles/markets/equity/rbc-bearings-stock-hits-record-high-after-upbeat-earnings/chbMDHIRqs">reported</a> a 5.5% year-over-year (YoY) rise in its fiscal third quarter net sales to $394.4 million compared to a Wall Street estimate of $394 million, according to FinChat.Adjusted earnings per share (EPS) came in at $2.34 versus an analyst estimate of $2.2. Net income attributable to common stockholders rose 39.6% YoY to $56.9 million on a GAAP basis.CEO Michael Hartnett said sales trends on the A&amp;D side were robust despite headwinds from a commercial aerospace original equipment manufacturer (OEM) strike as broader demand for production capacity remained strong and customers began to prepare for an expected volume recovery.Meanwhile, KeyBanc too raised the firm's price target on the stock to $395 from $375 while keeping an ‘Overweight’ rating on the shares.<figure class="image"><img style="aspect-ratio:1870/424;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_04_at_2_27_05_PM_66ee567779.png" alt="RBC’s Sentiment Meter and Message Volume as of 2:17 p.m. ET on Feb. 4, 2025 | Source: Stocktwits" width="1870" height="424"><figcaption>RBC’s Sentiment Meter and Message Volume as of 2:17 p.m. ET on Feb. 4, 2025 | Source: Stocktwits</figcaption></figure>One Stocktwits user cited the Morgan Stanley price target hike to say it might be a buying opportunity.<stembedurl>https://stocktwits.com/IN0V8/message/602805225</stembedurl><a href="https://stocktwits.com/symbol/RBC">Shares of RBC Bearings</a> have gained nearly 22% year-to-date and have risen over 33% over the past year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/rbc-bearings-stock-hits-record-high-after-upbeat-earnings/chbMDHIRqs">BlackSky Stock Soars Over 17% On EMDYN Contract Win: Retail Remains Exuberant</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Morgan Stanley also highlighted that the organic growth pipeline remains strong for FY26. The brokerage views RBC Bearings as "a high-quality industrials compounder with attractive growth and margin expansion potential.”

Hold rates steady

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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	$501.09
Prev Close	$498.52
Open	$503.62
Dividend Yield	0.00%
50-Day Moving Average	$508.29
Beta	0.97
Avg. Volume	319,228.28
PE Ratio	49.26

52-Week High	$667.69
52-Week Low	$375.93
Market Capitalization	$15.78B
EPS (Annual)	$9.09
Price to Book	4.56
Revenue Per Employee	$321,681.57

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