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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-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.

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.

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 Buy upgrade after a sharp selloff is driving attention, but traders are split after the initial pop faded: some see an oversold buying opportunity, while others remain concerned about CoreWeaves heavy debt and financing costs.

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.

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 after a prolonged decline, with traders frequently blaming insider share sales and frustration that management has not announced a fresh buyback. Some see the selloff as a buying opportunity given the companys growth and cash position, while others warn the stock may keep falling and question its valuation and management.

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.

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.

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 cancer-trial pipeline is driving attention, particularly the FDA-cleared expansion of its recurrent glioblastoma REGAIN study and completed enrollment in the pancreatic IMPACT study ahead of further data updates. Traders are broadly optimistic about these milestones, though expectations for a near-term stock move remain speculative amid price consolidation.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

ALM is drawing attention after a sharp selloff during and following its investor day, with traders criticizing CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. The reaction contrasts with longer-term bullish views on Sangdongs production ramp and tungsten demand, while some attribute weakness to broader market pressure.

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.

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Leadership Shifts Toward Quality Stocks? Sector ETFs to Play

Market leadership may be shifting from momentum to quality. These sector ETFs offer exposure to resilient earnings and attractive valuations.

INMD Stock Draws Investor Attention On Q4 Financial Update

Equity

The company said it anticipated its fourth-quarter (Q4) sales to fall within a tight range of $103.6 million to $103.8 million, compared with the analyst consensus estimate of $104.64 million, according to FiscalAI data. 


UBS says this sector remains a high-quality, defensive investment theme

Investing.com -- UBS continues to view the medical devices sector as a high-quality, defensive investment theme, supported by long-term demographic shifts and rising global demand.

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

HSBC shuffles MedTech stocks, cutting 4, upgrading 2

Investing.com -- HSBC has reshuffled its ratings across the MedTech and Life Sciences sector, upgrading   Siemens  Healthineers AG  (ETR:SHLG) and Sonova (SIX:SOON) to Buy while cutting  Align Technology  (NASDAQ:ALGN), Eurofins Scientific SE (EPA:EUFI), IQVIA, and Smith&Nephew (LON:SN) to Hold.

Are Wall Street Analysts Predicting Cooper Companies Stock Will Climb or Sink?

Cooper Companies has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

DexCom Crashed 40% In A Single Day Last Week; Gains 19% More Stocktwits Watchers

The firm revised down its full-year sales guidance which led to a slew of analyst downgrades. Retail investors are betting on the $750 million share repurchase program announced by the firm to buoy shares.

SPDR Series Trust - State Street SPDR S&P Health Care Equipment ETF

Bearish Sentiment

<ul class="summary-bullets"><li>The firm is scheduled to report its financial performance for Q4 and fiscal 2025 ahead of the market open on Tuesday, Feb. 10, 2026.</li><li>The company’s total revenue for fiscal 2025 is projected around $370.2 million to $370.4 million.</li><li>Looking ahead, the company has set a revenue forecast for fiscal 2026 between $365 million and $375 million.</li></ul><p>InMode (INMD) stock is gaining investor attention in Friday’s premarket after the medical technology provider announced its fourth quarter (Q4) sales outlook.</p><p>The company said it anticipated its fourth-quarter (Q4) sales to fall within a tight range of $103.6 million to $103.8 million, compared with the analyst consensus estimate of $104.64 million, according to FiscalAI data.&nbsp;</p><h2 class="st-heading-2">2025 And 2026 Outlook&nbsp;</h2><p>The firm is scheduled to report its financial performance for Q4 and fiscal 2025 ahead of the market open on Tuesday, Feb. 10, 2026. The company’s total revenue for fiscal 2025 is projected to be around $370.2 million to $370.4 million, below the analysts' consensus estimate of $371 million, as per FiscalAI data.</p><p>InMode expects a non-GAAP gross margin near the high end of the 70% range for the full 2025 fiscal year.&nbsp;Looking ahead, the company has set a revenue forecast for fiscal 2026 between approximately $365 million and $375 million.&nbsp;<a href="https://stocktwits.com/symbol/INMD">InMode stock</a> inched 0.8% higher in Friday’s premarket.&nbsp;</p><h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_055125_png_79a97af5f3.webp" alt="INMD’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="926" height="105"></figure><p>A bullish Stocktwits user highlighted sequential growth and high margins.&nbsp;</p><p><stembedurl>https://stocktwits.com/thinkandpick/message/641307067</stembedurl></p><p>Another user pointed to ongoing pressure in the aesthetic device sector, noting that demand remains subdued, but added that the latest outlook broadly aligns with the company’s earlier outlook for 2025, suggesting performance is tracking as expected.</p><p><stembedurl>https://stocktwits.com/findingthestock/message/641285697</stembedurl></p><h2 class="st-heading-2">Brokerage Radar&nbsp;</h2><p>In December, Canaccord cut its price target on InMode to $15 from $16 and kept a ‘Hold’ rating on the stock, according to TheFly. The firm said it still has a positive long-term view on the medical technology industry going into 2026, noting that mid-sized company valuations remain low, and deal activity is increasing.</p><p>INMD stock has declined by over 10% in the last 12 months.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-big-oil-invest-at-least-100-billion-venezuela/cmU29w3R4d2">Trump Says Big Oil Will Invest At Least $100 Billion To Rebuild Venezuela's Oil Infrastructure</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 A worker produces medical instrument at Shandong Yixing Medical Instrument Co., Ltd.

The company said it anticipated its fourth-quarter (Q4) sales to fall within a tight range of $103.6 million to $103.8 million, compared with the analyst consensus estimate of $104.64 million, according to FiscalAI data. 

iShares US Medical Devices ETF

Inmode Ltd

First Trust Exchange-Traded Fund VI - First Trust Indxx Medical Devices ETF

SPDR S&P Health Care Equipment ETF

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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	$89.30
Prev Close	$89.45
Open	$89.69
Dividend Yield	N/A
50-Day Moving Average	$92.42
Beta	N/A
Avg. Volume	32,046.96
PE Ratio	N/A

52-Week High	$97.65
52-Week Low	$76.00
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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