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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 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.

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.

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

Attention centers on Alpha Taus oncology pipeline: the pancreatic IMPACT study completed enrollment after multiple expansions, with traders also focused on further glioblastoma and ReSTART data. The community is broadly optimistic about clinical progress, though the studies remain early-stage and expectations for the stock are speculative.

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 after a sharp selloff driven by concerns over CoreWeaves debt burden, bond-market stress and ability to finance its expansion. Traders remain divided: bulls see the financing fears as overblown given AI demand, while bears warn that elevated borrowing costs and credit risk could keep pressure on the stock.

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.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Renewed takeover speculation is driving attention, with traders discussing an unconfirmed report that an unnamed West Coast tech company may be evaluating an all-stock deal; many guess Meta, but no offer or buyer has been confirmed. The community is split between expecting a premium bid and viewing the rumor as a short-lived pump, while some focus on PayPals standalone turnaround and upcoming earnings.

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 a sharp decline in book value, which traders attribute mainly to wider agency MBS spreads; they also point to earnings available for distribution falling short of the monthly dividend. The debate is whether improving earnings and managements expanded MBS purchases can support a recovery, or whether weak dividend coverage and further book-value erosion signal more downside.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

Discussion centers on the Dows direction amid volatile, mixed equity trading, with some traders pointing to relative strength versus tech while others warn of a pullback. Rising Treasury yields, oil and inflation concerns, Fed policy, and Iran-related uncertainty recur as broader market risks, alongside bullish calls for a rebound.

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One Of The Longest-Running Partnerships In Fast-Food Industry Comes To A Sudden End

One Of The Longest-Running Partnerships In Fast-Food Industry Comes To A Sudden End

 KFC plans to ditch Pepsi in favor of Coca-Cola at thousands of restaurants across the United States, ending one of the longest-running partnerships in fast-food history.

The fried chicken giant...

Lavazza Expands to Five Stores in Hong Kong and Launches Signature Buffalo Milk Latte

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Yum! Brands' KFC U.S. Signs Deal With Coca-Cola As Beverage Partner, Replacing PepsiCo

(RTTNews) - KFC Corp., affiliated to quick-service restaurant major Yum! Brands, Inc. (YUM), announced that KFC U.S. has entered into a new beverage partnership with Snack and beverage major Coca-Cola Co. (KO), replacing long term partner PepsiCo, Inc. (PEP...

KFC replacing Pepsi with Coca-Cola at 3,700 US restaurants after nearly four decades

KFC is making a major change to its drink lineup, announcing Thursday that it will replace Pepsi with Coca-Cola at its U.S. restaurants, ending a beverage partnership that lasted roughly four decades.The fried chicken chain said it will begin transitioning to Coca-Cola products in January 2027...

TWO SECRET RECIPES, ONE ICONIC PARTNERSHIP: KFC U.S. ANNOUNCES NEW BEVERAGE PARTNERSHIP WITH THE COCA-COLA COMPANY

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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...

Pizza Losing Value War As Cash-Strapped "Proteinmaxxing" Consumers Flock To Chicken

Pizza Losing Value War As Cash-Strapped "Proteinmaxxing" Consumers Flock To Chicken

 Domino's Pizza shares fell 3% in the early US cash session after the quick-service restaurant chain reported weaker-than-expected same-store sales growth in the US and internationally, despite earnings...

Yum China to Report Third Quarter 2026 Financial Results

Yum China to Report Third Quarter 2026 Financial Results Yum China to Report Third Quarter 2026 Financial ResultsPR NewswireSHANGHAI, Oct. 14, 2026SHANGHAI, Oct. 14, 2026 /PRNewswire/ --Yum China Holdings,Inc. (NYSE: YUMC and HKEX: 9987, "Yum China" or the "Company")today announced that it will...

Guacaccino? Starbucks Explores Chipotle Takeover In Potential Record QSR Mega-Deal

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FT says Starbucks...

YUMC or CMG: Which Is the Better Value Stock Right Now?

YUMC vs. CMG: Which Stock Is the Better Value Option?

Yum China Holdings, Inc. engages in the business of franchising and owning entities that own and operate restaurants. It operates through the following segments: Kentucky Fried Chicken (KFC), Pizza Hut, and All Other Segments. The KFC segment focuses on operating a restaurant chain. The Pizza Hut segment offers casual dining and home service. The All Other segment includes the operations of Lavazza, Huang Ji Huang, Little Sheep, and Taco Bell, together with the company's delivery operating segment and e-commerce business. The company was founded in 1987 and is headquartered in Shanghai, China.

Yum China Holdings Inc

Taco Bell’s Lettuce Trouble Serves Up A Tough Test For Yum! Brands Ahead Of Q2 Earnings

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>The outbreak has sickened nearly 2,000 people across nine states, with Taylor Farms identified as the likely supplier.&nbsp;</li><li>The crisis has hurt customer traffic and increased food safety concerns.&nbsp;</li><li>Taylor Farms has faced previous food safety scrutiny, including a 2024 E. coli outbreak linked to McDonald’s onions.&nbsp;</li></ul>Yum! Brands Inc. (YUM) is preparing to address investor concerns after a major food safety incident involving its Taco Bell chain. The company is slated to report its fiscal second-quarter (Q2) earnings on Thursday as health authorities investigate a nationwide cyclospora outbreak connected to contaminated lettuce products served at restaurants.<h2 class="st-heading-2">Taco Bell Health Crisis Puts Yum! Brands’ Growth Engine Under Pressure&nbsp;</h2>Yum! Brands finds itself defending the crown jewel of its fast-food empire ahead of its Q2 earnings. Taco Bell, which historically generates over 75% of Yum!’s U.S. divisional operating profit, is currently embroiled in one of the most severe fast-food health crises of the decade.According to joint investigation updates from the CDC and FDA, a massive multistate outbreak of cyclosporiasis—a microscopic parasitic infection that causes severe, prolonged, and explosive gastrointestinal illness—has infected at least 1,947 people across 9 states, leading to nearly 100 hospitalizations.The FDA first connected the Taco Bell-related cyclosporiasis outbreak to shredded iceberg lettuce on July 16. The agency and the CDC said they were looking into illnesses reported among customers who ate lettuce at Taco Bell restaurants in Indiana, Kentucky, Michigan, Ohio and West Virginia.A day later, on July 17, the FDA identified Taylor Farms de Mexico as the likely supplier of the affected lettuce. Taylor Farms then voluntarily removed iceberg lettuce from central Mexico from the market. After the FDA connected the parasite outbreak to Taco Bell’s lettuce, customer visits to the chain dropped sharply, according to Placer.ai data.&nbsp;For investors, the outbreak comes at a difficult time. Fast-food companies are already facing concerns over rising prices, supply chain problems and increased government attention on food safety under U.S. Health Secretary Robert F. Kennedy Jr.&nbsp;<a href="https://stocktwits.com/symbol/YUM">Yum! Brands stock</a> edged 0.6% lower in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">Heightened Food Safety Oversight&nbsp;</h2>Under Robert F. Kennedy Jr., agencies such as the FDA and CDC have taken a more active approach toward imported food, food production standards and supply chain monitoring.Kennedy’s approach focuses on three main areas: stricter inspections of imported produce, greater accountability for companies to prevent contamination in their supply chains, and faster public warnings when health agencies identify food safety risks linked to specific products or brands.For Yum! Brands, this tougher regulatory environment could create additional challenges, as public attention around supplier problems can quickly affect customer trust and restaurant visits.Taco Bell Incident Echoes McDonald’s E. Coli Crisis&nbsp;This is not the first time Taylor Farms has been linked to a major food safety issue involving a fast-food chain.In late 2024, McDonald’s (MCD)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mcd-stock-slides-on-e-coli-outbreak/cJ2LWR9Rep">faced</a> an E. coli outbreak connected to onions supplied by Taylor Farms’ Colorado facility. The incident affected more than 100 people across 14 states, resulted in one death and hurt the company’s U.S. sales as some restaurants removed onions from their Quarter Pounder burgers.Both incidents show a major risk in the fast-food industry: many restaurants rely on a few large suppliers for fresh produce. While companies usually have several sources for meat and dairy, ingredients like lettuce and onions often come from a limited number of suppliers.&nbsp;Investigators traced the Taco Bell outbreak through the supply chain, from farms in central Mexico to Taylor Farms’ processing centers and then to restaurants. Health officials believe the Cyclospora parasite may have contaminated the lettuce before it reached stores, causing illnesses across multiple locations.<h2 class="st-heading-2">What Management Needs To Address&nbsp;</h2>As Yum! Brands prepares to report its Q2 results, analysts expect earnings of $1.56 per share on revenue of about $2.18 billion, as per Fiscal AI data. The company will report earnings premarket on Thursday. Since the outbreak grew after the quarter ended, investors are likely to focus more on management’s comments about future sales, customer traffic and the company’s recovery plans.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260730_052216894_e7f02d28b8.png" alt="koyfin_20260730_052216894.png" width="2400" height="1240"></figure>The main concerns for investors include weaker customer visits in affected states, especially where Taco Bell has a large presence. Food safety concerns could keep some customers away during the busy summer season.Taco Bell offered $1 lettuce-free&nbsp;Enchiritos (a trademarked menu item)&nbsp;and Nacho Fries for one day to win back customers after the outbreak. The promotion came after CEO Sean Tresvant promised customers that the company would rebuild trust through transparency.&nbsp;YUM Stock: Retail View&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory. The stock saw a 50% cut in message volume over the last week.&nbsp;A user&nbsp;<a href="https://stocktwits.com/parcha/message/660293563">said</a>, “Cyclospora outbreak tied to Taco Bell will steal spotlight from Yum earnings.”&nbsp;YUM stock has gained 0.4% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/bb-stock-stares-at-worst-month-in-over-14-years-retail-bulls-look-to-alloy-kore-qnx/cZNRnRTRJRQ">BB Stock Stares At Worst Month In Over 14 Years: Retail Bulls Look To Alloy Kore, QNX</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Taco Bell logo is displayed at a Taco Bell restaurant on July 14, 2026 in Pasadena, California. 

Yum! Brands is facing investor concerns as Taco Bell’s lettuce-related cyclospora outbreak affects customer visits ahead of its Q2 earnings report.

McDonald's Corp

Yum Brands Inc.

Yes, buying

No, staying away

Just holding what I have

Watching for a better entry

Sweetgreen shares tanked over 24% in a month during the cyclospora outbreak, but are up over 18% today after investigators tied the illness to Taco Bell's lettuce supplier - not Sweetgreen. Are you buying $SG on the dip? Explain your reasoning in the comments.

Sweetgreen ($SG) was not linked to the cyclospora outbreak - are you a buyer of the stock?

Stocktwits

Sweetgreen Inc - Ordinary Shares - Class A

) was not linked to the cyclospora outbreak - are you a buyer of the stock?

Current Price	$45.12
Prev Close	$44.67
Open	$44.97
Dividend Yield	2.01%
50-Day Moving Average	$43.91
Beta	0.61
Avg. Volume	1.31M
PE Ratio	16.56

52-Week High	$58.39
52-Week Low	$39.72
Market Capitalization	$15.45B
EPS (Annual)	$2.50
Price to Book	2.91
Revenue Per Employee	$40,679.31

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