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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 caught in a sharp selloff across AI neocloud stocks, as traders debate financing costs, debt exposure and whether providers can earn acceptable returns on their infrastructure buildouts. Bulls see the decline as an oversold sector pullback and cite insider buying and persistent AI-compute demand, while bears warn that the business model and broader AI trade remain risky.

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 of CoreWeave to Buy is fueling a rebound debate after a steep selloff tied to concerns about the companys debt burden, borrowing costs, and financing needs. Bullish traders view the upgrade and AI demand as support for recovery, while skeptics argue that credit-market stress and heavy leverage remain serious risks.

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

The prolonged wait for the 80th death event in SELLASs blinded Phase 3 REGAL AML triallast reported at 78 of 80has traders speculating that survival is extended and results could be presented around ASH. Others caution that the delay and CEOs anniversary post do not establish trial success or an imminent deal, amid a sharp share decline; SLS009 data is another, secondary focus.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

WULF is drawing attention amid a sharp selloff in AI-infrastructure stocks and a Morgan Stanley report arguing its decline is out of line with its contracts and potential catalysts. Traders disagree on whether financing, debt and sector concerns outweigh the companys power-and-data-center model, with some viewing the heavy-volume rebound and CEO defense of that model as signs of a possible recovery.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is under heavy selling pressure alongside AI data-center and neocloud stocks, as traders focus on CoreWeaves credit concerns, higher borrowing costs, and uncertainty about financing APLDs expansion. The debate contrasts concerns over debt, dilution, and execution with bullish views pointing to insider buying, contracted leases, and delivered capacity.

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 is drawing attention after stronger-than-guided Q3 results and a more upbeat 2027 adjusted EBITDA outlook. Bulls cite improving operations and possible short covering, while skeptics question whether earnings gains can overcome the companys substantial debt.

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

Traders are reacting to EyePoints reported decision to end its pivotal wet-AMD trials and cut its workforce, with debate over whether that reduces competition for Ocular Therapeutix or reflects broader doubts about the retinal-drug market. Attention also remains on Axpaxlis regulatory path and the anticipated NDA filing.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDA accepted CorMedixs supplemental REZZAYO application for priority review to expand use into preventing invasive fungal disease in transplant patients, with a target decision date in Q1 2027. Traders see the faster review and potential new indication as a growth catalyst, while noting that filing acceptance does not guarantee approval.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles announcement that Deutsche Telekom, Orange, Telefnica and Vodafone signed a letter of intent to explore a joint European satellite-spectrum bid is drawing attention, with traders viewing AST as a possible satellite partner. No provider has been selected, and optimism about the opportunity is tempered by concerns over launch timing, execution and the stocks steep decline.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumbles sharp selloff is fueling debate over whether its reported Anthropic AI-compute deal and data-center expansion can translate into revenue, with traders questioning financing, deal confirmation and managements communication. Bulls point to the AI infrastructure opportunity and heavy short interest, while bears cite execution risks and weakness across the sector; many are watching for clarity around financing and upcoming earnings.

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Transcript: Radcom Q2 2026 Earnings Conference Call

Radcom (NASDAQ:RDCM) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call.
Benzinga APIs provide real-time access to earnings call transcripts and financial data.read more...

Radcom Announces $20 Mln Share Repurchase Program; Stock Up 3.55% Pre-Market

(RTTNews) - Radcom Ltd. (RDCM), an AI-driven network intelligence and service assurance solutions provider for telecom operators, on Thursday announced a share repurchase program of up to $20 million...

RADCOM Announces $20 Million Share Repurchase Program

RADCOM Announces $20 Million Share Repurchase Program RADCOM Announces $20 Million Share Repurchase ProgramPR NewswireTEL AVIV, Israel, Sept. 17, 2026 TEL AVIV, Israel, Sept. 17, 2026 /PRNewswire/ -- RADCOM Ltd. (NASDAQ: RDCM) ("RADCOM" or the "Company"), a leading provider of AI-driven network...

VNPT Selects RADCOM for AI-Native, Cloud-Native Service Assurance in Vietnam

VNPT Selects RADCOM for AI-Native, Cloud-Native Service Assurance in Vietnam VNPT Selects RADCOM for AI-Native, Cloud-Native Service Assurance in Vietnam PR Newswire TEL AVIV, Israel, Sept. 9, 2026 Replacing the incumbent vendor, VNPT gains AI-driven anomaly detection to safeguard roaming service...

RADCOM (RDCM) Q2 2026 Earnings Call Transcript

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Radcom (RDCM) Reports Q2 Loss, Lags Revenue Estimates

Radcom (RDCM) delivered earnings and revenue surprises of -145.00% and -2.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

RADCOM Reports Second Quarter 2026 Results

RADCOM Reports Second Quarter 2026 Results RADCOM Reports Second Quarter 2026 Results PR Newswire TEL AVIV, Israel, Aug. 12, 2026 2026 revenue guidance unchanged from the July 30 preliminary announcementThree contracts secured after quarter-end, two new customers, including a competitive...

Intrusion Inc. (INTZ) Reports Q2 Loss, Misses Revenue Estimates

Intrusion (INTZ) delivered earnings and revenue surprises of -30.00% and -3.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

CETIN Networks Selects RADCOM for AI-Driven Assurance Across Its Mobile Network in Slovakia

CETIN Networks Selects RADCOM for AI-Driven Assurance Across Its Mobile Network in Slovakia CETIN Networks Selects RADCOM for AI-Driven Assurance Across Its Mobile Network in Slovakia PR Newswire TEL AVIV, Israel, Aug. 11, 2026 A single, subscriber-aware platform spanning CETIN's mobile network...

What's in Store for These 3 Networking Stocks This Earnings Season?

Cisco, Intrusion and RADCOM face a mixed earnings setup as AI networking demand rises, while cautious IT spending, costs and deployment delays weigh.

RADCOM Ltd. is engages in the provision of cloud-native, network intelligence and service assurance solutions for telecom operators. Its solutions include RADCOM Network Visibility, RADCOM Service Assurance, and RADCOM Network Insights. The company was founded by Yehuda Zisapel, Zohar Zisapel, and Nava Zisapel on July 5, 1985 and is headquartered in Tel Aviv, Israel.

Radcom

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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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