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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

A stronger-than-expected third-quarter report and managements upbeat 2027 outlook have driven CLFs sharp rally, with bullish traders focused on improved steel pricing and possible short covering. Others question whether the outlook can overcome the companys debt and execution concerns, and some view the move as a sell-the-news bounce.

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 after a sharp selloff fueled hopes of a rebound, but traders debated whether the upgrade could overcome ongoing financing concerns, especially as the rally faded. Bulls point to AI demand, customer commitments and Nvidias support, while bears remain focused on CoreWeaves heavy debt burden and borrowing costs.

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

The FDAs early expansion of ANKTIVA plus BCG to papillary-only BCG-unresponsive bladder cancer, alongside long-term data showing durable responses, is driving discussion about a larger patient market and future sales. Traders are puzzled by the share-price decline despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling or options-related pressure.

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 under heavy pressure amid IPO lockup-related selling concerns and a broader AI and semiconductor pullback, with traders also questioning the companys valuation, growth, and ability to scale. Bears expect further downside as more shares become eligible for sale, while bulls view the selloff as excessive and are averaging in.

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 amid a sharp pullback, with traders pointing to repeated insider sales and a reported DBS downgrade as potential reasons for the weakness; some also cite broader Indonesia and Southeast Asia market concerns. Bulls argue the selling was planned and the business remains strong, while bears see insider selling and weak price action as warning signs.

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

Amazons advance is drawing attention after Morgan Stanley named it a top pick, citing AWS growth, AI opportunities and warehouse automation as potential catalysts. Traders are broadly bullish on the move, though some remain cautious about heavy AI spending and whether the shares can sustain gains ahead of earnings.

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, supporting a planned FDA resubmission. Traders are broadly reacting positively, while debating short-squeeze potential and flagging dizziness and sharp price swings as concerns.

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

Sharp post-IPO selling and volatile trading dominate the discussion, with traders pointing to lockup-related supply, bearish analyst coverage, and weakness across nuclear stocks as possible pressures. Bulls are treating the pullback as an opportunity, citing Amazons backing and X-energys potential role in meeting future data-center power demand, while others stress that reactor commercialization remains years away.

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 drawing attention after a sharp selloff alongside other AI neocloud stocks, as traders debate financing costs and whether the sectors growth can justify its heavy capital needs. Some see the rebound and analyst support as a buying opportunity, while others call it a short-lived bounce and expect more pressure.

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 the FDA-cleared expansion of Alpha Taus REGAIN trial for recurrent glioblastoma and anticipated clinical data at the SNO meeting. Traders are bullish on early tumor-control findings and the broader pipeline, though some note the evidence comes from a small initial cohort.

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Top-Performing ETF Areas of 1H 2026

From shipping to semis, these ETF areas dominated 1H 2026 as AI, geopolitics and strong earnings fueled market gains.

Dell Stock Surges on AI-Led Earnings, Upbeat Outlook: ETFs to Gain

Dell shares skyrocketed after blockbuster AI-driven earnings and a massive guidance hike. These Dell-heavy ETFs could benefit next.

DELL Stock Rallies After-Hours As AI Server Revenues Surge Over 750%, Driving Robust Q2, Full-Year Guidance

Equity

Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers. 

Tortoise Capital Series Trust - Tortoise AI Infrastructure ETF

Bearish Sentiment

<ul class="summary-bullets"><li>First-quarter sales climbed 88% on demand for artificial intelligence products.&nbsp;</li><li>Dell’s Q1 adjusted earnings of $4.86 a share exceeded analyst expectations.</li><li>The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in Q1.</li></ul>Dell Technologies (DELL) share price soared 38% after-hours on Thursday after the company reported a record-breaking 88% surge in first-quarter revenue, fueled by enterprise and hyperscaler demand for its artificial intelligence infrastructure.&nbsp;The personal computer hardware maker also raised its financial forecasts for the year, projecting that its sales of specialized artificial intelligence servers will reach approximately $60 billion.&nbsp;The Round Rock, Texas-based company posted revenue of $43.8 billion for its fiscal first quarter ended May 1, soundly beating Wall Street estimates of roughly $35.5 billion. Dell’s net income climbed sharply to a record diluted earnings per share of $5.24. On an adjusted basis, the company delivered a record non-GAAP diluted earnings per share of $4.86, up 214% from the same period last year and far outpacing the $2.95 analyst consensus.The explosive performance underscores a massive corporate transformation. Dell, once primarily known for personal computers and traditional enterprise hardware, has successfully positioned itself at the center of the global artificial intelligence buildout through pivoting into AI servers.&nbsp;Revenue from its AI server business came in at $16.13 billion, a 757% year-on-year surge as the rise in agentic AI usage has ushered in a need for servers that can provide vast computing power to tackle massive datasets to teach and operate AI applications.As customers move their focus from training AI models to using them, it creates opportunities for Dell products beyond AI servers, Chief Financial Officer David Kennedy said in an interview on Bloomberg Television. “That makes it a more broad-based durable growth over the long term for us,” he said.&nbsp;<h2 class="st-heading-2">DELL Q2 AND FY27 Guidance&nbsp;</h2>In the current second quarter, Dell expects revenue to be $44 billion to $45 billion, with adjusted earnings of $4.80 a share at the midpoint. Analysts expect $35.1 billion in sales and $2.99 a share in adjusted earnings, per&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>.&nbsp;For the full year, revenue is expected to be between $165.0 billion and $169.0 billion, up 47% year over year at the midpoint of $167.0 billion, which beat expectations of $143.9 billion. AI-Optimized Servers revenue in FY27 expected to be roughly $60 billion, up 144% year over year.&nbsp;<h2 class="st-heading-2">DELL Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “extremely bullish” with “extremely high” message volumes.&nbsp;One user highlighted bullishness by saying it was an awful day to be short on Dell stock.&nbsp;<stembedurl>https://stocktwits.com/WallStreetBetsCapital/message/654711281</stembedurl>DELL stock has soared 152% year-to-date.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/path-stock-slips-after-hours-on-q1-earnings-miss-but-q2-and-full-year-guidance-beats-expectations/cZgiv09RetB">PATH Stock Slips After-Hours On Q1 Earnings Miss, But Q2 And Full-Year Guidance Beats Expectations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Dell Technologies (DELL) share price soared 38% after-hours on Thursday after the company reported a record-breaking 88% surge in first-quarter revenue, fueled by enterprise and hyperscaler demand for its artificial intelligence infrastructure.&nbsp;

Dell Technologies 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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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Current Price	$40.66
Prev Close	$39.90
Open	$41.13
Dividend Yield	N/A
50-Day Moving Average	$46.73
Beta	N/A
Avg. Volume	46,914.84
PE Ratio	N/A

52-Week High	$58.63
52-Week Low	$27.46
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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