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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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Brief India: Primer: Nexus Select Trust (NST IN) - Apr 2026 and more

In this briefing: Primer: Nexus Select Trust (NST IN) - Apr 2026 How Korea Turned a Trade Deal Into a Cash Extraction Machine? Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! How the Iran War Disrupted India’s Summer Drinks Supply? Welspun Corp: From Pipes to Powering Global Infrastructure Growth 1. Primer: Nexus Select Trust (NST IN) - Apr 2026 India's First Pure-Play Retail REIT: Nexus Select Trust is the first publicly listed Real Estate Investment Trust in India with a focus on retail assets, offering investors a unique opportunity to participate in the country's consumption growth story. Portfolio of Grade-A Assets: The Trust owns a robust portfolio of 17 Grade-A urban consumption centers across 14 major cities, complemented by two hotel assets and three office assets, ensuring a diversified and high-quality revenue stream. Strong Financial Performance and Occupancy: Nexus Select Trust has demonstrated consistent growth in Net Operating Income (NOI) and maintains a high portfolio occupancy rate of over 97%, indicating strong operational efficiency and tenant demand.

Brief India: How Korea Turned a Trade Deal Into a Cash Extraction Machine? and more

In this briefing: How Korea Turned a Trade Deal Into a Cash Extraction Machine? Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! How the Iran War Disrupted India’s Summer Drinks Supply? Welspun Corp: From Pipes to Powering Global Infrastructure Growth Exencial Industry Tidings - 28-04-2026 1. How Korea Turned a Trade Deal Into a Cash Extraction Machine? India's $15.2 billion trade deficit with South Korea, triple the 2010 level is now a formal negotiating flashpoint as CEPA renegotiations restart following PM Modi's April 2026 summit with President. Korean chaebols executed a legally clean but strategically aggressive playbook: zero-duty imports, record pre-IPO dividends, royalty hikes, and all-OFS listings. India's capital markets funded Seoul's balance sheet. CEPA 2.0 demands are substantive: local content mandates, services reciprocity, pharma access but translating them into a binding deal before 2026-27 target date requires Govt to match Korean negotiating precision. 2. Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future!

Brief Growth Ideas: India’s Synthetic Rubber Sector Transitions from Structural Balance to Price-Led Disruption and more

In this briefing: India’s Synthetic Rubber Sector Transitions from Structural Balance to Price-Led Disruption Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Primer: VanEck Oil Services ETF ( OIH US) - Apr 2026 Primer: NTT Data Corp (9613 JP) - Apr 2026 Welspun Corp: From Pipes to Powering Global Infrastructure Growth 1. India’s Synthetic Rubber Sector Transitions from Structural Balance to Price-Led Disruption Highlights Production and consumption grow 5.2% during April–December period Imports rise to 323,985 tonnes, reflecting continued external reliance DGTR recommends anti-dumping duties, citing sustained injury in E-SBR 2. Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Amara Raja Energy & Mobility has confirmed bulk lithium-ion cell production will begin in FY27 , with initial 2 GWh NMC capacity at its Mahbubnagar Giga Corridor. Domestic cells will carry a minimum 15% price premium over Chinese imports near-term , but ARE&M's Rs 10,000 crore commitment and dual-chemistry approach position it as India's most advanced cell play.

Brief Equities Bottom-Up: BBW: Snapping the Store: Pets, Pokémon, Lower Discounting Key; Reiterate Buy, PT and more

In this briefing: BBW: Snapping the Store: Pets, Pokémon, Lower Discounting Key; Reiterate Buy, PT Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Primer: VanEck Oil Services ETF ( OIH US) - Apr 2026 Primer: NTT Data Corp (9613 JP) - Apr 2026 Welspun Corp: From Pipes to Powering Global Infrastructure Growth 1. BBW: Snapping the Store: Pets, Pokémon, Lower Discounting Key; Reiterate Buy, PT We are reiterating our Buy rating, projections and $65 price target for Build-A-Bear Workshop after visiting stores in Connecticut and Long Island. We believe the company is once again focusing on key drivers that differentiate the brand, from a material upgrade in the company’s Promise Pets offerings, re-launching Pokémon Eeveelutions and expanding into Wal-Mart. Further, April saw the company pull back on the BOGO offerings we have seen in 2026, raising the BOGO price to $20 (from $15). 2. Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Amara Raja Energy & Mobility has confirmed bulk lithium-ion cell production will begin in FY27 , with initial 2 GWh NMC capacity at its Mahbubnagar Giga Corridor.

Brief Growth Ideas: Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! and more

In this briefing: Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Primer: VanEck Oil Services ETF ( OIH US) - Apr 2026 Primer: NTT Data Corp (9613 JP) - Apr 2026 Welspun Corp: From Pipes to Powering Global Infrastructure Growth Primer: Entergy Corp (ETR US) - Apr 2026 1. Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Amara Raja Energy & Mobility has confirmed bulk lithium-ion cell production will begin in FY27 , with initial 2 GWh NMC capacity at its Mahbubnagar Giga Corridor. Domestic cells will carry a minimum 15% price premium over Chinese imports near-term , but ARE&M's Rs 10,000 crore commitment and dual-chemistry approach position it as India's most advanced cell play. Scale economics, not technology, will determine winner-takes-most. The 8-10 GWh threshold for cost parity deserves close monitoring as a key inflection for the stock. 2. Primer: VanEck Oil Services ETF ( OIH US) - Apr 2026 The VanEck Oil Services ETF (OIH) offers targeted exposure to the largest and most liquid U.S.-listed companies in the oil services sector.

Steelmakers Shine: Tata, Jindal, SAIL Drive Nifty Metal Outperformance

Equity

Weaker dollar, GST cuts, and expected steel production cuts in China are fueling investor optimism.

July Metal Sector Outlook: SEBI RA Flags JSW Steel, Tata Steel, Welspun, Vedanta As Top Picks

The Nifty Metal Index has climbed 4% over the past month and now sits just 6.2% below its 52-week high, supported by strong earnings, infrastructure demand, and favorable policy cues. 

Welspun Corp, PTC India, Skipper: Technical Charts Suggest Near-term Pullback; SEBI RA Flags Key Levels To Watch

A pause or correction in the near term may offer better entry zones for long-term investors, according to the analyst.

Welspun Corp: SEBI RA Mayank Singh Chandel Eyes Bullish Trend

The analyst believes the company’s strong order pipeline and other long-term factors will offset short-term bearish indicators. 

Welspun Corp Nears Key Resistance With Bullish Momentum: SEBI RAs See Potential Breakout

The analyst said that Welspun Corp shares show potential for further gains with key support near ₹750.

Welspun Corp. engages in Pipe Solutions and Building Materials. The Pipe Solutions products include HSAW Pipes, LSAW Pipes, HFIW Pipes, Coating System, DI Pipes, SS Bars, Value-added Service, SS Pipes and Tubes. The Building Materials products include TMT Rebars, Polymer Products, uPVC Interiors. The company was founded on April 26, 1995 and is headquartered in Mumbai, India.

Welspun Corp Ltd.

Neutral Sentiment

The Nifty Metal index extended gains into a third session, rising 3% in afternoon trade on Wednesday.&nbsp;Steel stocks were the biggest gainers on the index with <a href="https://stocktwits.com/symbol/TATASTEEL.NSE">Tata Steel </a>(+6%), <a href="https://stocktwits.com/symbol/JINDALSTEL.NSE">Jindal Steel</a> (+5.3%), and <a href="https://stocktwits.com/symbol/SAIL.NSE">Steel Authority of India Ltd</a>. (+5.1%) making up the top three.<a href="https://stocktwits.com/symbol/HINDCOPPER.NSE">Hindustan Copper</a> (+4.6%), and <a href="https://stocktwits.com/symbol/WELCORP.NSE">Welspun Corp</a> (+3.2%) rounded up the top five gainers.Why are metal stocks gaining?Weaker dollar: Since the dollar is used for trading commodities, a weaker dollar makes the purchase of raw materials cheaper for Indian steelmakers. It also increases demand for metals and helps Indian companies to create pricing opportunities.Crucial GST meeting underway: A GST rate cut could spur consumption. Real estate demand could pick up due to reduced GST on housing and construction. This could lead to increased steel demand.Steel production cut in China: China is expected to cut steel production between 2025 and 2026 to address overcapacity, according to reports. The move may reduce the dumping of cheap metal into India, offering relief to domestic players. CLSA noted that this could improve spreads and boost profitability for Indian steel mills.Market MonitorRetail sentiment for the <a href="https://stocktwits.com/symbol/NIFTYMETAL.NSE">Nifty Metal index</a> on Stocktwits was ‘bullish’ after it gained 5.6% over the past three sessions. It was ‘neutral’ a week earlier.The metal index has significantly outperformed all major indices in the last few sessions, including the benchmark Nifty 50 and Sensex.At the time of writing, only <a href="https://stocktwits.com/symbol/JSL.NSE">Jindal Stainless</a> was trading in the red on the Nifty Metal index.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Steel materials gather in the warehouse of Lianyungang Port, waiting to be loaded onto ships in Lianyungang City, Jiangsu Province, China, on June 1, 2025. (Photo by Costfoto/NurPhoto via Getty Images)

Current Price	2,599.00
Prev Close	2,572.00
Open	2,580.10
Dividend Yield	0.61%
50-Day Moving Average	2,471.12
Beta	0.07
Avg. Volume	2.3M
PE Ratio	29.36

52-Week High	2,900.00
52-Week Low	710.00
Market Capitalization	677.69B
EPS (Annual)	61.23
Price to Book	7.41
Revenue Per Employee	39.89M

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