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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 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.

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.

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.

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 has fueled a rebound conversation after a steep selloff, but traders remain focused on CoreWeaves debt burden, financing costs and ability to turn AI demand and its backlog into cash flow. Bulls call the selloff overdone and welcome the upgrade, while skeptics argue it does not resolve the financing risks and question whether the bounce will 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

Seas sharp pullback despite strong operating results is fueling debate, with traders frequently blaming insider share sales and managements failure to announce a fresh buyback; some also cite an analyst downgrade and regional macro concerns. Bears see continued weakness, while bulls argue the selloff has made the growing e-commerce and fintech business more attractive.

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 pancreatic cancer IMPACT trial completed enrollment after expanding from 12 to 48 patients, which traders view as a sign of strong clinical-site and patient interest; the results are still pending. Attention also centers on the FDA-cleared expansion of its recurrent glioblastoma REGAIN trial and anticipated clinical updates, with mostly bullish reactions tempered by uncertainty about what the larger studies will show.

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.

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.

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.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Traders are focused on Disneys recent rebound and repeated tests of resistance, debating whether it can break out or will keep slipping back into its trading range. Bullish posts point to buyers defending the pullback, while bearish traders cite failed attempts to hold gains and downside options activity.

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ServiceNow vs. Workday: Here's What Revenue Growth Trends Between These Software Companies Tell Investors

Key PointsServiceNow demonstrates stronger overall revenue generation than Workday, leading the comparison in every consecutive quarter over the last two years...

Deal Dispatch: Ithaca Holdings Buys Bumble for $1.3B, The Knot Acquires Zola, Character.ai Bankruptcy

Major M&A deals this week include Workday buys C1.ai, AKAM acquires Matthew Adam Properties, Getty Images considers bankruptcy.read more...

This Workday Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday

Analysts downgraded Varonis, Eastman Chemical, Workday and FMC; price targets fell for Eastman, Varonis and FMC.read more...

Yum! Brands Takes Over #272 Spot From Workday

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Yum! Brands Inc (Symbol: YUM) has taken over the #272 spot from Workday Inc (Symbol: WDAY), according to The Online Investor.

 Market capitalization is an important da...

META, TTD, SNAP, GOOGL, BMBL, WDAY Stocks Get New UBS Targets Amid AI And Ad Shifts

Equity

UBS raised its price targets on Meta, Snap, Alphabet and Bumble while cutting its targets on Trade Desk and Workday.


Workday Forecasting Double Digit Revenue Growth

Workday (NASDAQ: WDAY) is incorporating artificial intelligence to enhance its services...

Workday (WDAY) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Workday (WDAY) closed the most recent trading day at $186.02, moving 1.18% from the previous trading session.

Accenture Launches Forward Deployed Engineering Program with Workday to Reinvent Work for the Agentic AI Era

Accenture (NYSE: ACN), in collaboration with Workday (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, today announced a joint forward deployed engineering (FDE) program to help organizations reinvent how work gets done in the age of AI. This press release features multimedia...

Workday Bets on Claude, C1.ai to Expand Enterprise AI

Workday AI Strategy expands with an Anthropic partnership, C1.ai acquisition and new Sana-powered tools across HR and finance.read more...

Workday To Acquire Agentic Identity Platform C1.ai

(RTTNews) - Workday Inc. (WDAY), a provider of enterprise cloud applications for human resources, finance and IT, said Tuesday it has entered into a definitive agreement to acquire C1.ai, an agentic identity platform for people and AI agents...

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Neutral Sentiment

<ul class="summary-bullets"><li>UBS raised its price target on Meta to $884 from $715, citing opportunities to monetize AI-powered Business Agents and Muse.</li><li>The firm cut its Trade Desk target to $15 from $16, pointing to weaker ad budget allocation and competition from Amazon for advertiser spending.</li><li>It raised its price target on Snap to $7 but maintained a 'Neutral' rating, saying the platform has yet to benefit meaningfully from an improving digital advertising environment.</li></ul>UBS on Wednesday revised its price targets on six stocks spanning digital advertising, pointing to artificial intelligence (AI) monetization opportunities at Meta Platforms, intensifying competition for The Trade Desk (TTD) and uncertainty over Workday's (WDAY) longer-term growth prospects.The firm's latest assessments flagged the uneven recovery in digital advertising. While UBS sees opportunities for Meta to generate additional revenue through AI-powered tools and messaging platforms, it said advertisers were still not prioritizing Snap (SNAP) despite an improving industry backdrop.&nbsp;For Alphabet (GOOG, GOOGL), concerns about the impact of AI on Search and the prospect of advertising on ChatGPT have eased, though the bank sees few near-term catalysts.UBS also raised its target price for Bumble (BMBL) following the company's agreement to be acquired by Ithaca Holdings.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Stock</td><td>UBS Price Target</td><td>Previous Target</td><td>Rating</td><td>Implied Upside</td></tr><tr><td>Meta Platforms (META)</td><td>$884</td><td>$715</td><td>Buy</td><td>15.90%</td></tr><tr><td>The Trade Desk (TTD)</td><td>$15</td><td>$16</td><td>Buy</td><td>23.30%</td></tr><tr><td>Snap (SNAP)</td><td>$7</td><td>$5.70</td><td>Neutral</td><td>7.90%</td></tr><tr><td>Alphabet (GOOGL)</td><td>$380</td><td>$379</td><td>Neutral</td><td>7.40%</td></tr><tr><td>Workday (WDAY)</td><td>$210</td><td>$220</td><td>Neutral</td><td>12.90%</td></tr><tr><td>Bumble (BMBL)</td><td>$6.05</td><td>$3</td><td>Neutral</td><td>1.70%</td></tr></tbody></table></figure></div>Source: Collated from investor notes on TheFly. Implied upside is calculated from each stock's closing price on Tuesday, Oct. 13, 2026, to UBS's revised price target.&nbsp;<h2 class="st-heading-2">Snap Struggles To Win Ad Dollars</h2>UBS raised its price target on Snap to $7 from $5.70 but maintained a 'Neutral' rating. The firm said advertisers were still not prioritizing the social media platform, even as the broader digital advertising environment improves.&nbsp;<a href="https://stocktwits.com/symbol/SNAP">SNAP stock</a> slipped 0.15% in premarket trading. Retail sentiment on Stocktwits shifted to ‘extremely bullish’ from ‘bullish’ territory over the past day. The stock has been on the rise for the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-sees-large-option-buying-on-longest-winning-streak-in-over-a-year/cZxInsdRB88">last six sessions</a>.On Meta, UBS raised its price target to $884 from $715, citing opportunities to develop additional AI-driven revenue streams. The firm sees the rollout of Business Agents and increasing use of Muse supporting monetization across WhatsApp and Messenger, alongside potential gains in search advertising share.&nbsp;Its advertising checks also point to strong incremental contributions from AI-driven automation and recommendations so far this year.<a href="https://stocktwits.com/symbol/META">META stock</a> fell 0.6% in premarket trading on Wednesday. Retail sentiment around the shares on Stocktwits remained in ‘bearish’ territory over the past day.<h2 class="st-heading-2">Amazon Competition Weighs On Trade Desk</h2>UBS cut its price target on The Trade Desk to $15 from $16. The firm said its lower target reflects concerns about weaker budget allocation and advertisers shifting spending toward Amazon (AMZN), which has been increasing its presence in digital advertising.<a href="https://stocktwits.com/symbol/TTD">TTD stock</a> rose 0.7% in premarket trading. Retail sentiment on Stocktwits moved to ‘neutral’ from ‘bullish’ territory over the past day.For Alphabet, UBS increased its target marginally to $380 from $379 and maintained a 'Neutral' rating. The target implies roughly 7% upside from Tuesday's closing price.&nbsp;The firm said that while concerns about the potential impact of advertising on ChatGPT and the integration of AI into Google's Search business have eased, it does not see a clear positive catalyst for the stock at present.<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> gained 1.3% in pre-market trade. On Stocktwits, retail sentiment around the tech giant trended in ‘bullish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Workday's Longer-Term Outlook In Focus</h2>UBS lowered its price target on Workday to $210 from $220, pointing to uncertainty about the company's longer-term growth trajectory. Workday reaffirmed its fiscal 2028 outlook in its latest earnings call, which calls for 11% revenue growth and 200 basis points of operating margin expansion.&nbsp;However, UBS said the absence of targets beyond fiscal 2028 leaves less visibility into its growth path. The firm also expressed a more cautious view of Workday's longer-term prospects relative to Salesforce (CRM) and ServiceNow (NOW). Its concerns include how AI could reshape the software industry and Workday's execution track record.<a href="https://stocktwits.com/symbol/WDAY">WDAY stock</a> edged 0.5% higher in premarket trade. Retail sentiment on Stocktwits around the shares shifted to ‘bullish’ from ‘neutral’ territory over the past day.Meanwhile, UBS raised its price target on Bumble to $6.05 from $3 following the company's agreement to be acquired by Ithaca Holdings for $6.05 per share in cash.&nbsp;The firm said it views the deal as validation of the strategic value of Bumble's brand and user base. It added that private ownership could also give the company greater flexibility to invest in product development and AI initiatives over the longer term.<a href="https://stocktwits.com/symbol/BMBL">BMBL stock</a> was little changed in premarket trade, with retail sentiment on Stocktwits moving to ‘bullish’ from ‘extremely bullish’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange (NYSE) on September 29, 2026 in New York City. Stocks were down slightly in morning trading as high global fuel prices continue to be a drag on the economy. (Photo by Spencer Platt/Getty Images)

UBS on Wednesday revised its price targets on six stocks spanning digital advertising, pointing to artificial intelligence (AI) monetization opportunities at Meta Platforms, intensifying competition for The Trade Desk (TTD) and uncertainty over Workday's 

Trade Desk's Amazon Challenge, Workday's Growth Questions And Snap's Ad Woes Lead UBS Revisions 

Amazon.com Inc

Bumble Inc

Alphabet Inc Class A

Snap Inc

Trade Desk Inc

Workday 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	$193.02
Prev Close	$190.81
Open	$190.71
Dividend Yield	0.00%
50-Day Moving Average	$191.46
Beta	0.81
Avg. Volume	2.62M
PE Ratio	38.72

52-Week High	$247.40
52-Week Low	$110.36
Market Capitalization	$45.99B
EPS (Annual)	$2.58
Price to Book	7.12
Revenue Per Employee	$454,000.00

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