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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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Crown Castle to Report Q3 Earnings: What's in Store for the Stock?

After four straight AFFO beats, CCI heads into Q3 earnings with revenues projected to decline. Can wireless demand and leasing trends shape its results?

SBA Communications Corporation Sets Date for Third Quarter 2026 Earnings Release

SBA Communications Corporation (NASDAQ: SBAC) (SBA and Company) announced it will release its third quarter results on Monday, November 2, 2026 after market close. SBA will host a conference call on Monday, November 2, 2026 to discuss these results. The call may be accessed as follows: When...

Strength Seen in SBA Communications (SBAC): Can Its 7.3% Jump Turn into More Strength?

SBA Communications (SBAC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in FFO estimate revisions may not translate into further price increase in the near term.

SpaceX’s Wireless Ambitions Could Be A Windfall For CCI — Bernstein Analyst Calls It The ‘Best Beneficiary’

Equity

During an interview with CNBC, Bernstein’s Madison Rezaei highlighted a potentially unexpected group of winners, which are the companies that own the towers supporting America's cellular networks.

SPCX Stock Surges Premarket – JPMorgan Says SpaceX May Need Ground-Based Network To Rival Telecom Giants

The firm believes building a competitive network would require significant investment from SpaceX.


Premarket Movers: CRWV, AMD And Other AI Stocks Rebound, SpaceX Deal Boosts Tower Shares 

While AI stocks climbed as a Bloomberg report revived optimism around OpenAI’s growth, telecom tower stocks rallied after SpaceX’s spectrum purchase.

Forum Markets Announces Joint Venture with Edge Node AI to Deploy Inference AI Compute Across the U.S. at Existing Powered Data Sites and Mobile Communications Towers

Forum Markets Announces Joint Venture with Edge Node AI to Deploy Inference AI Compute Across the U.S. at Existing Powered Data Sites and Mobile Communications Towers Forum Markets Announces Joint Venture with Edge Node AI to Deploy Inference AI Compute Across the U.S. at Existing Powered Data...

Is It Wise to Retain SBA Communications Stock in Your Portfolio Now?

SBAC benefits from steady wireless demand and recurring leases, but tenant concentration, churn and high debt weigh on its outlook.

SBA Communications (SBAC) Shares Cross 3% Yield Mark

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of SBA Communications Corp (Symbol: SBAC) were yielding above the 3% mark based on its quarterly dividend (annualized to $5), with the stock changing hands as low as $164.78 on the day...

SBA Communications Corporation to Speak at RBC Capital Markets 2026 Global Communications and Infrastructure Conference

SBA Communications Corporation (NASDAQ: SBAC) (SBA) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at RBC Capital Markets 2026 Global Communications and Infrastructure Conference, Tuesday, September 29, 2026, at 3:20 PM ET. The conference will be held at The Fairmont...

SBA Communications Corp. is a real estate investment trust, which engages in the provision of wireless communications infrastructures. It operates through the following business segments: Domestic Site Leasing, International Site Leasing, and Site Development. The Domestic Site Leasing segment includes AT&T, Sprint, T-Mobile, and Verizon Wireless. The International Site Leasing segment acquires and develops towers. The Site Development segment is involved in consulting and construction activities. The company was founded by Steven E. Bernstein in 1989 and is headquartered in Boca Raton, FL.

SBA Communications Corp - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Rezaei said the SpaceX deal could effectively introduce a new carrier to an industry that has long relied on three major customers: AT&amp;T, T-Mobile and Verizon.</li><li>She added that this could be significant because the economics of the tower business become increasingly attractive as additional carriers lease space on existing infrastructure.</li><li>Rezaei said that SpaceX's push into wireless could demonstrate that satellite connectivity and terrestrial networks are complementary rather than competing technologies.</li></ul>Space Exploration Technologies Corp. (SPCX) is making a bigger push into the wireless business, and Wall Street is already trying to figure out which companies could benefit most from the move.During an interview with CNBC, Bernstein senior analyst Madison Rezaei highlighted a potentially unexpected group of winners, which are the companies that own the towers supporting America's cellular networks.<a href="https://stocktwits.com/symbol/SPCX">SpaceX shares</a> gained more than 1% during the regular trading session, and rose 0.1% further in the after-hours trade. Shares of&nbsp;<a href="https://stocktwits.com/symbol/CCI">Crown Castle Inc.</a> (CCI) soared nearly 16% in the regular session, and edged up by 0.1% in the afterhours trade.<h2 class="st-heading-2">SpaceX Could Add A New Customer To Cell Towers</h2>Rezaei said&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-spectrum-deal-raises-asts-value-telecom-stocks/cZxTkNERBnp">the SpaceX deal</a> could effectively introduce a new carrier to an industry that has long relied on three major customers: AT&amp;T Inc. (T), T-Mobile US Inc. (TMUS) and Verizon Communications Inc. (VZ)."We suddenly have a new carrier on the tower companies," Rezaei said.She added that this could be significant because the economics of the tower business become increasingly attractive as additional carriers lease space on existing infrastructure."Once you've built up the tower, every incremental tenant that you add is very, very profitable," Rezaei said.According to Rezaei, the potential addition of SpaceX as a customer could translate into a roughly 10%-15% increase in recurring revenue for tower companies.The key question, however, is which tower operator is best positioned to capture that opportunity.<h2 class="st-heading-2">Rezaei Explains Why CCI Could Be The Biggest Winner</h2>Rezaei pointed to Crown Castle Inc. (CCI) as the strongest beneficiary of SpaceX's wireless ambitions, largely because of its exposure to the U.S. market."Crown is the best beneficiary today," Rezaei said.Unlike American Tower Corp. (AMT) and SBA Communications Corp. (SBAC), which have significant international operations, Crown Castle is a U.S.-only pure play."Crown is pure-play U.S., so they're just proportionately rewarded here," Rezaei said.Rezaei currently has a $96 price target on Crown Castle and a $214 target on American Tower.<h2 class="st-heading-2">SPCX May Actually Be Validating The Cell Tower Model, Says Rezaei</h2>Rezaei argues SpaceX's latest move into wireless points to the opposite of what investors have feared for years. Rather than undermining traditional terrestrial wireless infrastructure, Starlink's expansion could reinforce the need for cell towers, she said.“Towers have been extremely depressed,” Rezaei said, pointing to concerns that satellite technology could eventually “eat terrestrial wireless networks.”“I think the clear answer here is no,” she said.Instead, SpaceX's push into wireless could demonstrate that satellite connectivity and terrestrial networks are complementary rather than competing technologies, Rezaei added.“To us, this is sort of a signal that SpaceX is really endorsing the fact that you need terrestrial wireless networks for mobile to work,” she explained.There is still a major question hanging over the opportunity: whether SpaceX ultimately builds its own terrestrial network.Rezaei said there are three potential paths for SpaceX: it could build its own network, partner with an existing wireless carrier or potentially acquire another company.Of those options, she believes a carrier partnership is the most likely, although the major wireless operators have so far been reluctant to give SpaceX the deal it wants."So what we're all trying to do is, like, a probability weighting of: are they going to build?" Rezaei said.<h2 class="st-heading-2">What Retail Investors Think Of CCI Stock</h2>Retail sentiment on Stocktwits around Crown Castle trended in the ‘bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> is up 8% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/CCI">CCI stock</a> is down 10%. The S&amp;P 500 ETF (SPY) and the Vanguard Morningstar Total Stock Market ETF (VTI) are up 16% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-ark-invest-buys-biotech-stocks-sells-amd-spcx-goog/cZxTVbERBnq">Cathie Wood-Led Ark Invest Sells AMD, SPCX, GOOG Stocks — But Loads Up On CMPS, NTLA, CRSP And Other Healthcare Firms</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the Starlink logo, with SpaceX branding visible in the background, on February 3, 2026, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

SpaceX’s Wireless Ambitions Could Be A Windfall For CCI — Bernstein Analyst Calls It the ‘Best Beneficiary’

American Tower Corp.

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Verizon Communications Inc.

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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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Current Price	$183.45
Prev Close	$187.06
Open	$185.55
Dividend Yield	2.30%
50-Day Moving Average	$179.42
Beta	0.20
Avg. Volume	967,648.48
PE Ratio	20.14

52-Week High	$224.46
52-Week Low	$156.60
Market Capitalization	$19.84B
EPS (Annual)	$9.80
Price to Book	-4.29
Revenue Per Employee	$1.53M

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