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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-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.

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.

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.

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.

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 after a prolonged decline, with traders frequently blaming insider share sales and frustration that management has not announced a fresh buyback. Some see the selloff as a buying opportunity given the companys growth and cash position, while others warn the stock may keep falling and question its valuation and management.

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.

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.

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 cancer-trial pipeline is driving attention, particularly the FDA-cleared expansion of its recurrent glioblastoma REGAIN study and completed enrollment in the pancreatic IMPACT study ahead of further data updates. Traders are broadly optimistic about these milestones, though expectations for a near-term stock move remain speculative amid price consolidation.

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

ALM is drawing attention after a sharp selloff during and following its investor day, with traders criticizing CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. The reaction contrasts with longer-term bullish views on Sangdongs production ramp and tungsten demand, while some attribute weakness to broader market pressure.

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.

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Stocktwits M&A Watch: Paramount-Warner Bros Combination, Skyworks-Qorvo Merger, AMD’s World Labs Acquisition In Focus

Equity

Among the major deals in focus are Paramount Skydance and Warner Bros. Discovery’s merger, Skyworks and Qorvo’s combination, and Advanced Micro Devices’ acquisition of World Labs. 

Cirrus Logic Faces Pricing Pressure: Can Gross Margin Stay Firm?

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QUICK SPARK: Skyworks Stock Poised to Be S&P 500's Best Stock This Week

Skyworks Solutions stock is up 28% over the past 5 days and on-track to become the S&P 500 best weekly performer.read more...

Strength Seen in Skyworks (SWKS): Can Its 9.8% Jump Turn into More Strength?

Skyworks (SWKS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Did Skyworks Solutions, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Did Skyworks Solutions, Inc. Insiders Breach their Fiduciary Duties to Shareholders? Did Skyworks Solutions, Inc. Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK, Sept. 7, 2026 Shareholders are encouraged to contact the firm to discuss their rights and options at no...

Broadcom Drops 10% in 3 Months: Buy, Sell or Hold the Stock?

AVGO's AI revenues are surging, but margin pressure, supply constraints, customer concentration and a premium valuation cloud the stock???s outlook.

Skyworks Solutions Takes Over #481 Spot From Pentair

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Skyworks Solutions Inc (Symbol: SWKS) has taken over the #481 spot from Pentair PLC (Symbol: PNR), according to The Online Investor.

 Market capitalization is an impor...

Skyworks (SWKS) Up 8.9% Since Last Earnings Report: Can It Continue?

Skyworks (SWKS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Can Cirrus Logic Maintain Momentum With Its Strong Product Pipeline?

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Skyworks Solutions, Inc. engages in the development, manufacture, and provision of analog and mixed-signal semiconductor products and solutions for applications including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables. Its products include amplifiers, attenuators, circulators, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, isolators, lighting and display solutions, mixers, modulators, optocouplers, opt isolators, phase shifters, synthesizers, power dividers and combiners, receivers, switches, and technical ceramics. The company was founded in 1962 and is headquartered in Irvine, CA.

Skyworks Solutions, Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>Paramount Skydance and Warner Bros. Discovery’s (WBD) merger is set to close on Oct. 6.</li><li>Skyworks Solutions and Qorvo will move to combine on Oct. 5 and create a $22 billion high-performance RF, analog and mixed-signal solutions company.&nbsp;</li><li>Advanced Micro Devices Inc. announced last week that it will acquire World Labs, an AI model and research lab, in a deal that is expected to close at the end of 2026.&nbsp;</li></ul>Business combinations, mergers and acquisitions are rife with activity this week, with several notable deals in the spotlight.&nbsp;<a href="https://stocktwits.com/symbol/PSKY">Paramount Skydance (PSKY)</a> and&nbsp;<a href="https://stocktwits.com/symbol/WBD">Warner Bros. Discovery’s (WBD)</a> $110.9 billion deal is set to close on Tuesday after it cleared key legal hurdles.&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks Solutions, Inc. (SWKS)</a> and&nbsp;<a href="https://stocktwits.com/symbol/QRVO">Qorvo Inc. (QRVO)</a> will move to combine on Monday and create a $22 billion high-performance RF, analog and mixed-signal solutions company.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices Inc. (AMD)</a> announced last week that it has moved to acquire World Labs, an AI model and research lab, in a deal that is expected to close at the end of the year.&nbsp;<h2 class="st-heading-2">Paramount-Warner Bros. Discovery Combination Gets A New Name&nbsp;</h2>The much-awaited streaming deal between Paramount Skydance and Warner Bros. Discovery is slated to close on Oct. 6, after it agreed to settlement negotiations with a coalition of states that had moved to block the deal.&nbsp;Paramount Skydance CEO David Ellison said on ‌Friday in an X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/davidellison/status/2106006299909505523">post</a> that after the closing of the merger, the combined entity will be named Skydance, while each company will retain its individual brand identity.“First and foremost, as we bring Paramount and Warner Bros. together, we wanted to preserve what has made each of these studios iconic. Both have distinct identities, extraordinary legacies and brands that have resonated with audiences for generations. We never wanted a new corporate identity to diminish, alter, or overshadow either one,” he said.&nbsp;“We have big goals for Skydance, and we intend to pursue them with passion, imagination and a willingness to take smart risks. At the same time, we will honor what makes Paramount and Warner Bros. special — giving both studios the opportunity to grow, tell more great stories and bring those stories to even broader audiences around the world, powered by the scale and capabilities of Skydance,” Ellison added.&nbsp;On Stocktwits, retail sentiment for PSKY stock and WBD stock was ‘bullish’ and ‘neutral,’ respectively at the time of writing.&nbsp;<h2 class="st-heading-2">Skyworks Receives All Clearances To Combine With Qorvo</h2>The Irvine, California-based semiconductor company Skyworks Solutions announced last week that it had received all necessary regulatory clearances to proceed with its merger with Qorvo, with the deal expected to close on Oct. 5, before the market opens.&nbsp;In 2025, the companies announced their agreement to combine in a cash-and-stock transaction that would create a U.S.-based, global company in high-performance radio frequency, analog and mixed-signal semiconductors.Additionally, Skyworks said it extended the deadline for holders of Qorvo’s outstanding 2029 and 2031 senior notes to exchange them for new Skyworks notes, offering up to $850 million of new 2029 notes and $700 million of new 2031 notes.Skyworks said that it extended the expiration date and the withdrawal deadline to after the merger, on Oct. 5.&nbsp;On Stocktwits, retail sentiment around SWKS stock and QRVO stock was ‘bearish’ and ‘neutral,’ respectively, at the time of writing.&nbsp;<h2 class="st-heading-2">Advanced Micro Devices Will Acquire World Labs For $8.2 Billion All-Stock Deal&nbsp;</h2>Last week, AMD announced that it would acquire World Labs, an AI model and research lab led by Dr. Fei-Fei Li, in an all-stock transaction worth about $8.2 billion. The deal is expected to close by the end of 2026.&nbsp;The chip maker said the acquisition of the AI lab will add a world-class team of researchers and model experts and strengthen its ability to develop AI hardware, software, and systems around the needs of emerging models and applications.The deal announcement came amid a recent rally in AI and technology stocks as market sentiment for the sector has improved amid growing demand.&nbsp;AMD said that as AI expands into reasoning, robotics, simulation and physical AI, the demands on compute infrastructure are becoming more diverse, and World Labs’ expertise in developing advanced models will give AMD deeper insight into how workloads are evolving and help shape its future technology roadmaps.&nbsp;On Stocktwits, retail sentiment around AMD stock was ‘bearish’ at the time of writing.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the Paramount Skydance logo in front of a blurred Warner Bros. Discovery emblem.

Advanced Micro Devices Inc

Qorvo Inc

Warner Bros Discovery Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

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	$80.84
Prev Close	$79.70
Open	$82.35
Dividend Yield	3.64%
50-Day Moving Average	$77.39
Beta	1.58
Avg. Volume	7.27M
PE Ratio	41.28

52-Week High	$92.80
52-Week Low	$51.93
Market Capitalization	$18.74B
EPS (Annual)	$3.08
Price to Book	2.09
Revenue Per Employee	$408,690.00

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