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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. 

A sharp selloff across AI neocloud stocks, fueled by concerns about financing costs and whether the sectors business models can deliver returns, has put NBIS in focus. Traders are split between viewing the drop as an overdone, oversold pullbackwith some citing NBISs stronger financial positionand expecting more downside amid lingering sector risks.

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 discussion after a sharp selloff, with some traders seeing the decline as overdone and others warning that CoreWeaves heavy debt and financing needs remain a risk. The debate centers on whether AI demand and contracted business can outweigh concerns about borrowing costs and the companys ability to fund its expansion.

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 is drawing attention after stronger-than-expected third-quarter results and a sharply higher 2027 adjusted EBITDA outlook. Bulls are highlighting the improved outlook and potential short-covering, while skeptics question whether operating gains can ease the companys substantial debt burden.

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

The prolonged wait for the 80th death event in SELLASs blinded Phase 3 REGAL trialand the final analysis of its GPS treatment for AMLis driving attention amid share-price weakness. Bulls interpret the delay and upcoming ASH meeting as possible signs of extended survival or data disclosure, while skeptics say the timeline and CEOs comments prove nothing; no outcome has been confirmed, and traders also watch for SLS009 data.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

OCUL is drawing attention around AXPAXLIs prospects in wet AMD after competitor EyePoints trial setback. Some traders see fewer competitive threats and emphasize AXPAXLIs potential durability, while others argue the setback could fuel broader skepticism about TKI treatments; debate also centers on the companys pending NDA submission.

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

Traders are focused on XEs sharp post-IPO selloff, often blaming lockup-related share supply and weakness across nuclear and AI-linked stocks; concerns about the long path to commercialization and permitting also weigh on sentiment. Some holders remain bullish on Amazons backing and future data-center power demand, while others warn the selling may continue.

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 FDAs clearance to expand Alpha Taus U.S. REGAIN recurrent-glioblastoma trial from 10 to 20 patients is drawing attention, alongside expectations for additional clinical data at the SNO meeting. Traders are broadly optimistic about the growing catalyst pipeline, while the early GBM results come from a very small cohort; completion of enrollment in the pancreatic IMPACT study is also contributing to the discussion.

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 are drawing attention after wider mortgage spreads drove a sharp decline in book value and a reported loss, while earnings fell short of covering the monthly dividend. Traders are debating dividend sustainability and added risk from higher leverage, though some view the losses as largely unrealized and continue to favor the income stream.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

A broad biotech selloff, attributed by traders to rising-rate concerns, risk-off positioning and rotation away from smaller biotech stocks, is weighing on XBI. The community is split between expecting further weakness and viewing the sharp pullback as an oversold buying opportunity, with potential M&A and upcoming clinical catalysts cited as reasons for optimism.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound after a steep AI-infrastructure selloff has drawn attention to WULF, with traders highlighting CEO Paul Pragers CNBC defense of its power-and-data-center leasing model, which avoids owning rapidly depreciating chips, and bullish Morgan Stanley commentary. The community is split between viewing the move as a possible reversal and worrying that financing costs, leverage, and broader sector weakness could bring renewed selling.

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Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?

A Few Reasons Why Small-Cap ETFs Are Good Bets Now

Small-cap ETFs show resilience amid war jitters, backed by domestic focus, lower energy risks for the United States, a steady Fed and earnings strength.

CRSR Stock Is Soaring Today After Corsair’s Q4 Beat, $50M Share Repurchase Program – But Wall Street Is Divided

Equity

Despite Corsair’s fourth-quarter earnings beat, some firms on Wall Street trimmed their price targets, while others have given the stock a thumbs up.

Are You Doubting Santa Rally? 4 Low P/E Momentum ETFs to Play

Some may doubt the Santa Rally this year amid AI overvaluation and inflation woes. Low P/E momentum ETFs -- XMVM, XSVM, PYZ, VAMO -- offer a balanced year-end play.

Will Small-Cap ETFs be Able to Sustain the New-Found Optimism? 

IWM jumped 6.3% in a month (as of Sept. 3, 2025), outpacing SPY, as Fed rate cut hopes and strong value ETF gains fueled small-cap momentum. Will the rally last?

Small-Cap ETFs Outperform on Inflation Data

PSCI, PSCT, XSVM, XSHQ and FYT led small-cap ETF gains after softer inflation data boosted rate cut hopes.



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Neutral Sentiment

<ul class="summary-bullets"><li>Analysts at B. Riley hiked their price target for Corsair to $7 from $6, while keeping a ‘Neutral’ rating on the stock.</li><li>The firm noted Corsair’s beat across the revenue, margins, and Performance Memory sales.</li><li>However, Craig-Hallum analyst Tony Stoss pointed to Corsair’s revenue guidance of $1.4 billion for the fiscal year 2026, reflecting a year-on-year decline.</li></ul>Corsair Gaming Inc. (CRSR) shares are soaring on Friday morning, trading more than 58% higher, following the gaming brand’s fourth-quarter (Q4) earnings beat and a $50 million share repurchase program.However, Wall Street is divided about the stock’s prospects, with some firms trimming their price targets, while others have given the stock a thumbs up.Corsair reported earnings per share (EPS) of $0.43 on revenue of $437 million in Q4, while the consensus estimate was for an EPS of $0.27 on revenue of $422 million, according to TheFly.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Analysts at B. Riley hiked their price target for Corsair to $7 from $6, while keeping a ‘Neutral’ rating on the stock.The firm noted Corsair’s beat across the revenue, margins, and Performance Memory sales. B. Riley said that while Corsair's preliminary 2026 guidance is cautious, the gaming company’s $50 million share repurchase program and the Q4 earnings beat highlight more positives than negatives for Corsair.However, the analysts said that the current operating conditions in the market may limit Corsair’s sustained momentum.Analysts at Barclays trimmed their price target for CRSR to $8 from $9, while keeping an ‘Overweight’ rating on the stock.Craig-Hallum analyst Tony Stoss pointed to Corsair’s revenue guidance of $1.4 billion for the fiscal year 2026, reflecting a year-on-year decline. The company reported $1.47 billion in fiscal 2025 revenue.However, the firm said that Corsair’s guidance for an increase in adjusted earnings before interest, taxes, depreciation, and amortization (AEBITDA) implies continued benefits from memory pricing, as the company focuses on higher-margin business. Craig-Hallum lowered its price target for Corsair to $8 from $10, while keeping a ‘Buy’ rating on the shares.Baird analysts also lowered their price target for Corsair to $6 from $7, while keeping a ‘Neutral’ rating on the stock.According to Koyfin data, the 12-month average price target for Corsair shares is $8.19, implying a nearly 16% upside from current levels. Of the eight analysts covering the stock, four have a ‘Strong Buy’ or ‘Buy’ rating, while the other four have a ‘Hold’ recommendation.<h2 class="st-heading-2">Corsair Says It Is Focusing On Improving Quality Of Growth</h2>The gaming company said in its announcement that it is focusing on the quality of growth by investing in platforms that can scale across its portfolio.“Successful new product launches, smart inventory management, coupled with our supply chain flexibility, enabled us to navigate a memory-constrained market, shifting trade regulations and tariffs,” said Corsair CEO Thi La.The company said that while its FY26 revenue is expected to decline 5% YoY, the Gamer and Creator Peripherals segment is expected to grow in double digits. However, it remains cautious about its Gaming Components and Systems segment due to ongoing global semiconductor shortages.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/CRSR">Corsair</a> trended in the ‘neutral’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.<a href="https://stocktwits.com/symbol/CRSR">CRSR stock</a> is up 22% year-to-date, but down 42% over the past 12 monthsAlso See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/goldman-sachs-david-solomon-warns-of-shocks-if-deficit-not-controlled/cZR5xtUR4t5">Goldman Sachs CEO David Solomon Warns Of 'Shocks' If Deficit Is Not Brought Under Control And Growth Rate Is Not Brought Up: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Corsair Gaming Inc

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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	$66.12
Prev Close	$66.23
Open	$66.57
Dividend Yield	N/A
50-Day Moving Average	$68.31
Beta	N/A
Avg. Volume	43,587.42
PE Ratio	N/A

52-Week High	$72.97
52-Week Low	$52.86
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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