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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-expected Q3 performance and higher 2027 EBITDA outlook are driving attention, with traders pointing to stronger steel pricing and anticipating short-covering. Others caution that the outlook depends on pricing assumptions and may not resolve the companys substantial debt concerns.

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 sharp neocloud selloff as traders question whether AI infrastructure providers can finance their expansion and earn adequate returns; speculation about forced fund liquidations is unconfirmed. The community is split between viewing the drop as an oversold buying opportunity, citing analyst support and insider purchases, and warning that the rebound could fade as sector financing concerns persist.

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 is driving a rebound after a steep selloff over financing and debt concerns. Traders are split between expecting a recovery or short squeeze and warning that the companys heavy obligations and insider selling remain significant risks.

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

The FDA-approved expansion of Alpha Taus REGAIN trial for recurrent glioblastoma, alongside planned SNO data presentation, is driving attention; traders are upbeat about the early results and a larger patient cohort, while further evidence is still pending. The community also points to upcoming pancreatic and other clinical milestones as potential catalysts.

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

CEO Angelos Stergious anniversary post and next chapter language have fueled speculation among traders about imminent REGAL trial news or a buyout, though others see it as a routine anniversary message with no new information. The central focus remains the blinded Phase 3 REGAL study, last reported at 78 of 80 events; bulls interpret the prolonged wait as a possible survival signal and look to ASH, while skeptics say the delay does not reveal the outcome.

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 is being attributed by traders to repeated insider share sales and a DBS downgrade, with frustration also focused on management not announcing a fresh buyback. The debate pits bulls who see the valuation and business growth as attractive against bears concerned about continued selling and weak price action.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Bernsteins upgrade of Datadog to Outperform, citing AI-driven demand for its observability offerings, is drawing attention as shares rebound. Traders are weighing that bullish AI-growth case against concerns about the stocks rich valuation and recent software-sector volatility.

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

Attention centers on Amazon-backed X-Energy and AEP studying a 12-reactor, 960-MW Xe-100 project in Indiana, reinforcing the long-term data-center power theme. Traders see Amazons backing as a reason to buy the dip, while others remain cautious amid the selloff and note that the project is still exploratory.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

Discussion centers on the Dows choppy performance and shifting strength versus tech-heavy indexes, with traders split between expecting rallies and warning of a correction. Treasury yields, inflation and Fed concerns, and oil-related geopolitical risks are recurring sources of market anxiety.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Dynexs Q3 results have put pressure on shares, with traders focused on a sharp book-value decline driven mainly by wider agency mortgage spreads and earnings that did not cover the dividend. The debate is between concern over the balance-sheet hit and dividend sustainability versus optimism that improving earnings and expanded Agency MBS holdings could benefit from a spread recovery.

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Vanguard's Value ETF Is Beating Its Growth ETF in 2026. That Has Happened Only 3 Times Since 2012.

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Meet the Low-Cost ETF That Solves the Vanguard Morningstar Value ETF's Biggest Flaw. Here's Why It's a Magnificent Buy in September.

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Vanguard Index Funds - Vanguard Morningstar Value ETF

State Street Shares Rise As Exec Expects Q1 2026 Revenue To Exceed Former Expectations

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Bearish Sentiment

<ul class="summary-bullets"><li>State Street during the conference said that it expects its current quarter revenue to grow in ‘low teens’ compared to the year-ago quarter.&nbsp;</li><li>STT executive said the bank&nbsp;expects similar growth like revenue in its fees and NII in Q1 2026.</li></ul>A State Street executive on Monday while presenting at the RBC Capital Markets Global Financial Institutions Conference said that its first-quarter results are ‘expected to be better than what we envisioned'. Shares closed nearly 3% higher on Wednesday.&nbsp;"So while weakened dollar is relatively neutral to our overall operating leverage, we do expect a couple of percentage points of impact on both revenue and expense on a year over year basis. So you want to take that into consideration in a little extra color there. So overall, to wrap up, you know, results are expected to be better than what we envisioned for the first quarter back in January,” the executive said.&nbsp;“We remain confident in our ability to deliver another year of positive total operating leverage and pre-tax margin expansion across a range of scenarios, and we'll have a lot more to say and share on our full year expectations when we get back together again in about a month in mid-April to talk about the Q1 results,” executive added.&nbsp;<h2 class="st-heading-2">Q1 2026 Revenue</h2>State Street during the conference said that it expects its current quarter revenue to grow in ‘low teens’ compared to the year-ago quarter.&nbsp;"Right now, we're currently expecting the first quarter total revenue to increase in the low teens on a year over year basis, supported by similar growth in both fees and NII. And for the quarter, importantly, we expect to generate roughly 400 basis points of total operating leverage," he added.&nbsp;<h2 class="st-heading-2">STT Q4 Earnings</h2>State Street reported adjusted earnings per share of $2.97 for the&nbsp;fourth quarter, surpassing analyst estimates of $2.78 per share. Its revenue totaled $3.67 billion, beating consensus estimates of $3.57 billion and representing a 7% increase year-over-year, as per data from fiscal.ai.The company also saw its total expenses in the quarter increase by 12%, primarily driven by investments in its business and technology capabilities and revenue-related costs.Retail sentiment around STT trended in ‘neutral’ territory amid ‘normal’ message volume.Shares of State Street have fallen 2% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, State Street Corporation logo is seen on a smartphone screen. 

“We'll have a lot more to say and share on our full year expectations when we get back together again in about a month in mid-April to talk about the Q1 results,” the bank's executive said in a conference.

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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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