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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

Morgan Stanleys designation of Amazon as a top pick, alongside optimism about AWS growth and AI initiatives such as Trainium, is driving attention. Many traders welcomed the sharp move, while others questioned the rally or discussed taking profits and looking for a pullback.

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, strengthening the case for an FDA resubmission, though approval remains ahead and dizziness incidence has drawn some concern. Traders are broadly bullish on the trial result, with discussion also focused on short-covering and whether the rally can hold.

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 drawing attention after a sharp selloff and break below technical support, with traders pointing to disclosed insider selling and a DBS downgrade as possible pressures. The community is divided between expecting further declines and viewing the pullback as a buying opportunity, while some also cite weakness in Indonesian markets and broader regional macro concerns.

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 third-quarter results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders also pointing to short-covering and higher steel prices. The reaction is divided: bulls see room for continued gains, while skeptics warn the rally could fade and question whether the outlook can overcome the companys debt concerns.

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

IBRX is drawing attention for a sharp selloff despite the FDAs expanded ANKTIVA approval for papillary bladder cancer and encouraging long-term trial data. Traders debate whether the decline reflects sell-the-news profit-taking and broader biotech weakness, while others blame options-related pressure or short selling; concerns about revenue growth and future dilution also surface.

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 is drawing attention after a steep post-IPO selloff, with traders citing share-unlock and insider-selling pressure, valuation and growth concerns, and broader weakness in AI and semiconductor stocks. Bulls are buying the dip and arguing the decline is overdone, while bears warn that selling could continue.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunruns continued share-price decline and heavy short interest dominate the discussion, with traders debating whether rate-sensitive solar-sector pressures and weak guidance outweigh the companys storage, virtual-power-plant, and AI data-center potential. Some see a possible short squeeze or recovery, while others expect further downside.

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

Almonty is drawing attention after a sharp selloff around its investor day, with traders divided over CEO Lewis Blacks presentation: some found the remarks positive, while others read his delivery as a sign of undisclosed problems. Bullish holders continue to cite the Sangdong production ramp and tungsten-supply outlook, while skeptics are focused on execution and the lack of clear reassurance.

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 after a sharp selloff sparked a rebound attempt, but traders debated whether the call could overcome persistent selling. The main divide is between optimism about AI-compute demand and contracted backlog, and concern that heavy debt and financing costs could threaten the business.

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

FDA clearance to expand Alpha Taus U.S. recurrent glioblastoma REGAIN trial is driving attention, alongside anticipated clinical data at the SNO meeting. Traders are encouraged by the early results but are also looking ahead to confirmation in a larger cohort; completion of enrollment in the pancreatic cancer IMPACT study adds to the pipeline-catalyst discussion.

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Neutral Sentiment

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.

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