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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. 

Nebius is drawing attention amid a sharp selloff across AI and neocloud infrastructure stocks, with traders debating financing risks, data-center spending and whether AI demand will generate returns. Some see an oversold dip and potential rebound or short squeeze, while others warn the bounce may fail and expect further losses.

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 quarterly results beat expectations and its 2027 adjusted EBITDA outlook was raised, driving a sharp rally. Traders are debating whether strong operating momentum could fuel short covering or whether the companys debt and reliance on steel-price forecasts limit the upside.

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

SELLAS is drawing attention as traders await the 80th death event that triggers final analysis of its Phase 3 REGAL trial; the last company-disclosed count was 78, and the threshold has not been confirmed. Some traders view the prolonged wait and upcoming ASH meeting as possible signs of encouraging survival data, while others caution that a blinded trials delay does not establish efficacy and debate whether results could be under an ASH embargo.

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

X-energys proposed AEP study of a large Xe-100 plant in Indiana, with Amazon linked to long-term power demand, is drawing attention as shares slide sharply. Traders are split between buying the dip on Amazons backing and nuclear-power demand, and worrying about continued selling pressure and the long path from feasibility work to commercial reactors.

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

Recent competitor trial news is driving attention, particularly EyePoints failed wet-AMD study and what it may mean for Oculars AXPAXLI program. Traders are split: some worry the setback could deepen skepticism about TKI therapies, while others see reduced competition and argue AXPAXLIs data and durability are distinct.

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.

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.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

JPMorgans upgrade of Intel to Neutral from Underweight, citing improving execution, is a key focus after a sharp selloff. Some traders see it as validation of the turnaround, while others dismiss the upgrade because the price target was unchanged; broader chip-sector weakness and unconfirmed foundry-deal speculation add to the debate.

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.

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Microsoft Corporation

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Twenty One Capital to Participate in Upcoming October Conferences

Twenty One Capital, Inc. (Twenty One or XXI) (NYSE: XXI), today announced that Management is participating in the following October conferences. Maxim Growth Summit 2026 Dates: October 1214, 2026 Location: Hard Rock Hotel, New York, NY Attendee: Steven Meehan, Chief Financial Officer Website...

Twenty One Capital CEO Raphael Zagury to Speak at Bitcoin Treasuries Conference 2026 in New York City

Twenty One Capital, Inc. (Twenty One or XXI) (NYSE: XXI) today announced that Chief Executive Officer Raphael Zagury will speak at the Bitcoin Treasuries Conference 2026, taking place September 28, 2026 at SECOND in New York City. Bitcoin Treasuries Conference 2026 Details Date: September 28, 2026...

Twenty One Capital CEO Raphael Zagury to Speak at Bitcoin Asia 2026 in Hong Kong

Twenty One Capital, Inc. (Twenty One or XXI) (NYSE: XXI) today announced that Chief Executive Officer Raphael Zagury will speak at Bitcoin Asia 2026, taking place August 2728, 2026 at the Hong Kong Convention and Exhibition Centre in Hong Kong. Mr. Zagury will present a session titled Here Be...

Twenty One Capital Issues Letter from CEO, Raphael Zagury

Twenty One Capital, Inc. (Twenty One or XXI or the Company) (NYSE: XXI) today published a letter from the Company's Chief Executive Officer, Raphael Zagury. Dear Shareholders, Today we released our second-quarter results. And while I encourage you to take a look at our latest 10-Q filing to learn...

XXI Stock Crashes To An All-Time Low After Jack Mallers Steps Down As CEO Amid Rift With Board Members 

Equity

A proposed merger between Twenty One Capital, Strike and Bitcoin miner Elektron Energy has been abandoned, Bloomberg reported.


Twenty One Capital Appoints Raphael Zagury as Chief Executive Officer

Twenty One Capital, Inc. (Twenty One or XXI) (NYSE: XXI) today announced that its Board of Directors has appointed Raphael Zagury as Chief Executive Officer, effective July 20. Mr. Zagury succeeds Jack Mallers, who is stepping down to focus on Strike during its next phase of growth. He and Mr...

Chamath Palihapitiya Says Bitcoin Faces Two ‘Structural’ Headwinds – But Two Of Crypto's Biggest CEOs Call The Threat Overblown

Cryptocurrency

Mallers argued speculative capital chasing AI and prediction markets was never sustainable, Bitcoin demand to begin with.

BlackRock-Linked Securitize Eyes NYSE Debut With $400 Million Haul As SPAC Redemptions Stay Low

Securitize will begin trading on the NYSE under ticker SECZ on July 2, following its merger with Cantor Equity Partners II.

Michael Saylor Calls For Bitcoin Unity As Strategy's STRC Pause Hands Critics Fresh Ammunition

STRC's decline to about $88 gives critics of leveraged Bitcoin accumulation fresh ammunition as scrutiny of treasury-company financing models intensifies.

Jack Mallers Doubles Down On Michael Saylor, Warns Strategy Is ‘Signing Up To Owe Money Forever’

The CEO said he will not replicate the perpetual preferred structure at his own Bitcoin treasury company.


Twenty One Capital, Inc. is focused on Bitcoin-related business. It offers shareholders a differentiated opportunity to gain exposure to Bitcoin through the equity markets. The company was founded on March 7, 2025 and is headquartered in Austin, TX.

Twenty One Capital Inc. - Ordinary Shares- Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Twenty One Capital stock fell more than 18% on Tuesday after founder Jack Mallers resigned as chief executive officer.</li><li>Mallers resigned while citing disagreements with the board about the company’s direction, but will continue as CEO of Strike.</li><li>Meanwhile, Raphael Zagury, CEO of Elektron Energy, will succeed him as head of Twenty One Capital.</li></ul>Twenty One Capital (XXI) shares crashed in morning trade on Tuesday after founder Jack Mallers resigned as chief executive officer, citing disagreements with the board.&nbsp;<a href="https://stocktwits.com/symbol/XXI">XXI stock</a> slid more than 18% to a record low of $4.46 on Tuesday amid news of the merger collapse and leadership change. On Stocktwits, retail sentiment around XXI shifted to ‘neutral’ from ‘bearish’&nbsp;territory, while&nbsp;chatter around it remained&nbsp;at the ‘high’ levels over the past day. Message volume for the stock was down by 62.5% in the last seven days.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_21_at_10_22_04_AM_png_a842dd287d.webp" alt="Screenshot 2026-07-21 at 10.22.04 AM.png" width="1016" height="574"><figcaption>XXI retail sentiment on July 21 as of 10:41 a.m. ET | Source: Stocktwits</figcaption></figure>The stock has been on a steady decline since it peaked at an all-time high of nearly $47 in May 2025, sliding through the rest of 2025 and into 2026, with a short-term rebound to around $9 in early May before resuming its slide. XXI stock is now trading roughly 90.6% off that all-time high.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/XXI_2026_07_21_09_59_32_png_f4ef967cd6.webp" alt="XXI_2026-07-21_09-59-32.png" width="2648" height="1926"><figcaption>Twenty One Capital, Inc. (XXI) weekly stock chart via TradingView, showing shares at $4.60, a fresh low. Source: Stocktwits.</figcaption></figure><h2 class="st-heading-2">Jack Mallers Cites Board Disagreement As Reason&nbsp;</h2>Mallers said his decision to step down wasn’t easy but was “the right one” for himself and shareholders, announcing his resignation Tuesday&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jackmallers/status/2079543739815497742">on X</a>. According to him, the board didn’t have his vision for the company.<figure class="image"><a class="st-link-external" href="https://x.com/jackmallers/status/2079543739815497742" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_21_at_10_42_01_AM_png_6235b9913d.webp" alt="Screenshot 2026-07-21 at 10.42.01 AM.png" width="1060" height="482"></a><figcaption>Source: @jackmallers/x</figcaption></figure>"However, over time, it became clear that the board and I did not agree on the path toward building for that vision. Not in bad faith. Not because anyone was wrong," said Maller. Maller added that he will continue as CEO of Strike, the Bitcoin (BTC) payments company he founded. Strike will remain a standalone company, and there are no plans to merge with Twenty One Capital, he said.<h2 class="st-heading-2">Three-Way Merger Scrapped</h2>According to a&nbsp;Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-07-21/tether-s-three-way-crypto-deal-falls-apart-mallers-steps-down">report</a>, a planned three-way merger between the Tether-backed company and Strike and Elektron Energy has now reportedly fallen apart. Twenty One Capital, Strike and Elektron Energy have canceled plans to merge. The deal,&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xxi-stock-rises-after-tether-proposal-to-acquire-strike-elektron-energy/cZBM0l9ReIb">which Tether (USDT) first proposed in April</a>, would have combined Twenty One’s digital-asset treasury, Strike’s crypto trading platform and Elektron’s Bitcoin mining operations under one roof.Elektron CEO Raphael Zagury will be taking over as CEO of Twenty One Capital. The world’s largest issuer of stablecoin USDT, Tether,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/xxi-stock-rises-tether-buys-softbank-stake-twenty-one-capital/cZXDCnlRen3">has majority stakes in both Twenty One</a> and Elektron. Tether had bought out SoftBank’s remaining interest in Twenty One Capital to become the sole owner of the firm in May. SoftBank’s representatives on the XXI board resigned on the closing of the deal, as required by the shareholder agreement. However, no financial terms were disclosed.&nbsp;Now, while the original three-way structure is off, talks between the two companies continue, Zagury told Bloomberg.&nbsp;<h2 class="st-heading-2">Tether CEO Credits Maller’s Journey</h2>Tether CEO Paolo Ardoino credited Mallers with building XXI into a public company, calling Zagury "one of the best operators in this industry" with "a track record of building businesses with strong cash flows and disciplined execution."<stembedurl>https://www.stocktwits.com/johnle66/message/659595068</stembedurl>The stock has been down over 50% so far this year. One user, among many, on Stocktwits&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/johnle66/message/659595068">said</a> they were still bullish.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/forget-ai-bubble-ex-morgan-stanley-billions-ai-agents-crypto/cZZSBUZR7v4">Forget The AI Bubble — Ex-Morgan Stanley Executive Says Billions Of AI Agents Will Drive Crypto’s Next Boom</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jack Mallers speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

Twenty One Capital (XXI) shares crashed in morning trade on Tuesday after founder Jack Mallers resigned as chief executive officer, citing disagreements with the board.&nbsp;

XXI Stock Crashes To All-Time Low After Jack Mallers Quits As CEO

Twenty One Capital Inc

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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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