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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 steep post-IPO selloff dominates discussion, with traders citing successive insider and IPO lockup share releases and a TD Cowen price-target cut, alongside concerns about OpenAI customer concentration, Nvidia competition, and the companys ability to scale. Bears see continued selling pressure and execution risks, while bulls argue the stock is oversold and point to its cash position, backlog, and wafer-scale technology.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep decline to new lows is being discussed alongside concerns about Trumps falling approval and the approaching midterms, with traders also pointing to weak business fundamentals and Truth Social engagement. The conversation is overwhelmingly bearish, though some see the selloff as a potential trading opportunity.

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

CoreWeaves sharp selloff has focused discussion on its heavy debt, costly financing needs and insider selling, alongside concerns about broader weakness in AI infrastructure stocks. Traders are split between fears of dilution or default and hopes that contracted AI demand, analyst support and buying near recent lows could underpin a recovery.

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

SELLAS CEO Angelos Stergious 15th-anniversary LinkedIn post prompted speculation that its next chapter language hinted at REGAL trial news or a buyout, while skeptics viewed it as routine reassurance. The main focus remains the blinded Phase 3 REGAL trial, last publicly reported at 78 of the 80 deaths needed to trigger final analysis; neither the outcome nor a potential deal is confirmed.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers recent climb to a 52-week high is drawing attention as traders watch for a break above the $30 level, citing product and pipeline progress, including an expanded Tukysa indication and clinical updates. Bulls see a turnaround supported by defensive-sector interest and the dividend, while skeptics question the rallys durability given patent-expiration concerns and resistance near $30.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is drawing attention as traders position around its Q3 earnings report, with options activity reflecting uncertainty rather than a clear directional consensus. The debate weighs weaker vehicle sales and EV demand against expectations that pricing and product mix could support profitability.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCells Fit Energy data-center project and broader AI-driven demand for on-site power are fueling interest, alongside expectations for a manufacturing ramp and discussion of elevated short interest. Bulls point to the project pipeline and Alex Meruelos reported 7.5% stake, while skeptics question whether opportunities will become firm orders and profitable execution amid dilution and management concerns.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Interim ARO-MAPT data showing substantial tau reduction after a subcutaneous dose has focused attention on whether Arrowheads RNAi platform can deliver treatments across the blood-brain barrier. Many traders view the results as important platform validation, while others are frustrated by the muted share-price response and debate how much value the CNS opportunity merits.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a sharp semiconductor pullback and rebound, with traders debating whether AI infrastructure spending and debt-backed data-center expansion can generate adequate returns. Bearish concerns about financing and profitabilityespecially around CoreWeavecontrast with dip-buyers pointing to continued compute demand and Nvidias quantum-computing work.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths better-than-expected quarterly results and raised full-year outlook, alongside improved medical-cost trends, are driving attention. Bulls view the report as evidence of a turnaround and point to defensive-sector demand, while skeptics note the post-earnings selloff and lingering concerns about Medicare Advantage costs and regulatory risks.

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Should Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) Be on Your Investing Radar?

Large-cap Growth ETF (VOOG) Hits New 52-Week High

VOOG hits a fresh 52-week high fueled by improving market sentiment and renewed optimism over U.S.-Iran diplomacy.

F Stock On Track For Fourth Straight Days Of Losses As US Q2 Sales Disappoint On Continued Supply Constraints, EV Demand Slump

Equity

The company said first-half F-Series sales reflected production delays tied to earlier aluminum supply issues, with supply expected to improve in the second half.


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VRTX Soars In Extended Hours After Experimental Drug Shows Positive Changes In Autoimmune Kidney Disease

The company said that patients treated with povetacicept achieved a 52.0% reduction from baseline in urine protein to creatinine ratio at week 36, meeting the study’s key goal.

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Bullish Sentiment

<ul class="summary-bullets"><li>Ford's F-Series production has been under pressure since two fires at a supplier's plant in late 2025.</li><li>EV sales in the quarter fell by a steep 41%, as all three of the company's models posted declines.</li><li>Ford announced a major reset of its electric vehicle strategy, stepping back from large, expensive pure EVs after sustained losses in its Model e division in December.</li></ul>Shares of Ford Motor Company (F) fell 3% on Thursday after the company reported a 10% decline in second-quarter deliveries in the U.S., down to 549,200 units, impacted by model phase-outs, a drop in daily rental sales and continued aluminum supply constraints.The stock is now on track to clock its fourth straight day of closing in the red. &nbsp;<h2 class="st-heading-2">F-Series Maintains Leadership</h2>Ford’s F-Series remained America’s best-selling truck for the 50th straight year. First-half sales totaled 357,801 units, outselling the Chevrolet Silverado by more than 80,000 units, though down 13% year-over-year.The company noted that first-half F-Series figures reflected production retiming from prior aluminum supply issues, with improved supply expected in the second half. The F-series has an aluminum-intensive body. The company’s primary supplier for aluminum sheets, Novelis, experienced two consecutive fires at its plant in Oswego in late 2025, rendering it offline and disrupting Ford’s production. The plant restarted production recently in June.<h2 class="st-heading-2">Ford’s EV Sales</h2>Ford’s EV sales in the quarter fell by a steep 41%, as all three of the company's models posted declines. While Ford F-150 Lightning volumes dropped 59% to 2,421 units, Mustang Mach-E sales dived 31% to 7,031 units.Ford highlighted ongoing progress toward future EVs, including retooling at its Louisville plant for a new affordable small electric pickup on its Universal Electric Vehicle platform, slated for production next year. The vehicle is part of the company’s reset EV strategy.Ford announced a major reset of its electric vehicle strategy, stepping back from large, expensive pure EVs after sustained losses in its EV-dedicated Model e division in December. The company canceled or delayed several planned EVs, including a next-generation three-row electric SUV, and is now concentrating on its new low-cost Universal EV Platform, designed for smaller, more affordable vehicles. The first model will be the midsize four-door electric pickup targeted at around $30,000. The company aims to make its EV business profitable by 2029 through major cost reductions in design, manufacturing, and battery technology.<h2 class="st-heading-2">How Did Ford Retail Traders React?</h2>On Stocktwits, retail sentiment around F stock rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘normal’ levels &nbsp;A Stocktwits user highlighted that Ford is facing clear pressure on volume, with both its trucks and electric vehicles under strain.<stembedurl>https://www.stocktwits.com/FutureBulls/message/658174671</stembedurl>Another expressed disappointment, opining that these are “huge declines.”<stembedurl>https://www.stocktwits.com/jimlo/message/658172110</stembedurl>According to data from Koyfin, 5 of the 21 analysts covering Ford rate it ‘Buy’ or higher, while 15 rate it ‘Hold’ and one rates it ‘Sell.’ The 12-month average price target on the stock is $14.90, representing a potential upside of about 9% from the stock’s last closing price.<a href="https://stocktwits.com/symbol/F">F stock</a> has traded flat year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-takes-first-step-toward-in-house-ai-chip-talks-with-samsung-underway-says-report/cZmeqsUR7Sz">Anthropic Takes First Step Toward In-House AI Chip — Talks With Samsung Underway, Says Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Ford logo on the front grill of a vehicle for sale in Hawthorne, California, on February 18, 2026. (Photo by Michael Yanow/NurPhoto via Getty Images)

The company said first-half F-Series sales reflected production delays tied to earlier aluminum supply issues, with supply expected to improve in the second half.

Ford Motor Co

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