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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media shares are under pressure as traders connect the decline to Trumps reported record-low approval and approaching midterms, while also questioning the companys business fundamentals. Some see the selloff as a speculative buying opportunity, but bearish sentiment dominates.

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

CoreWeave is drawing attention amid a sharp selloff and mounting concern over its heavy debt, costly financing, and ability to fund AI infrastructure expansion. Bears see refinancing and dilution risks outweighing its AI demand and backlog, while bulls point to those growth prospects and dip buying; a bullish analyst call and ARK purchases have not quelled the debate.

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 steep post-IPO selloff is the dominant topic, with traders pointing to lockup-related share supply, reported insider selling and a TD Cowen price-target cut, alongside concerns about valuation and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are adding to positions.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSparks steep selloff alongside other bitcoin miners is driving discussion, with traders pointing to financing and debt costs, higher rates, and weak sector sentiment. Bulls argue the Meta-backed AI data-center lease and bitcoin holdings offer longer-term support, while skeptics say those positives have not offset near-term risks or the stocks underperformance.

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

Anktivas FDA label expansion into papillary-only bladder cancer is the main catalyst, but IBRX has sold off despite the approval and positive trial updates. Bulls characterize the decline as a sell-the-news move or short pressure, while skeptics point to valuation, competition, and the need for revenue growth to support the companys expectations.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers prolonged share-price weakness is driving debate over whether robotaxi competition from Waymo and Tesla threatens its rides business, or whether that risk is overstated given its scale and cash generation. Some traders view the shares as undervalued and welcome the ezCater deal as a boost to delivery, while others remain frustrated by the stocks persistent underperformance.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians prolonged slide to fresh 52-week lows is driving discussion, with traders focused on concerns about cash burn, execution and the R2 production ramp ahead of Q3 earnings, despite stronger deliveries. Some are buying the dip and pointing to R2 progress and VW backing, while others question profitability and whether upcoming results can change sentiment.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock, citing long commercialization timelines and a lack of firm customer commitments. Traders debate whether the selloff is an overreaction or reflects real execution and cash-burn risks, with some expecting a rebound and others questioning whether NuScale can secure projects and deliver reactors.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Attention centers on the anticipated completion of Compass Pathways rolling FDA application for COMP360, its investigational psilocybin treatment for treatment-resistant depression, and the potential path toward approval and commercialization. Many traders see the regulatory milestone as a catalyst, while others are frustrated by the share-price weakness and uncertainty over the submission timeline and eventual FDA decision.

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

EyePoints failed Phase 3 wet-AMD readout has intensified scrutiny of TKI-based treatments and weighed on OCUL, despite arguments that the setback removes a competitor. Traders disagree on whether the results cast doubt on AXPAXLIs prospects or are not comparable because OCUL uses a different molecule and has positive SOL-1 data; attention also centers on its pending NDA and the confirmatory SOL-R study.

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AA Stock Rises Overnight: Alcoa CEO Bets On Massena East For Cash Pump As Alumina Market Tightens 

Equity

Alcoa said its planned Massena East sale could support its $1 billion asset monetization target.


Zhangmen Education, Inc. is an online education company that engages in the provision of personalized online courses to K-12 students. Its core course offerings encompass one-on-one and small-class after-school tutoring services covering all core K-12 academic subjects. The company was founded by Yi Zhang and Teng Yu in June 2014 and is headquartered in Shanghai, China.

Zhangmen Education Inc - ADR

Bearish Sentiment

<ul class="summary-bullets"><li>Alcoa expects up to $315 million from selling part of its Massena East site.</li><li>The sale marks Alcoa’s first step toward its $1 billion asset monetization goal by 2030.</li><li>Alcoa reported $3.7 billion in Q3 revenue and earnings of $1.82 per share, beating analyst estimates.&nbsp;</li></ul>Alcoa (AA) shares climbed overnight as CEO William Oplinger’s $315 million Massena East sale plan put asset sales in focus. The deal kicks off a push to unlock up to $1 billion by 2030, while tightening alumina supplies outside China could provide another tailwind.&nbsp;<a href="https://stocktwits.com/symbol/AA">Alcoa stock</a> traded over 1% higher overnight, ahead of Friday. However, the stock is down 4% so far this week.&nbsp;<h2 class="st-heading-2">Data Center Development Could Unlock Additional Cash For Alcoa</h2>Alcoa is moving ahead with plans to unlock value from its assets, starting with a proposed sale of part of its Massena East site in New York that could bring in as much as $315 million.&nbsp;“We expect to receive the first $50 million to $65 million at closing, which is anticipated within 6 months, subject to customary permitting, regulatory approvals, key development and closing conditions,” said Oplinger during the third-quarter (Q3) earnings call.&nbsp;The remaining proceeds are expected before the end of 2030, although the agreement allows up to seven years for commissioning. Oplinger described the agreement as the first step toward Alcoa's goal of generating $500 million to $1 billion through asset sales and other monetization efforts by 2030. The arrangement could also provide additional payments as the data center develops and expands in the coming years.“It gives us some cash upfront, but it will give us cash further over the next 5 years as that data center first gets built and then gets increased in size. So it gives us a lot of upside.”<h2 class="st-heading-2">Alumina Market Strengthens Outside China</h2>Oplinger said alumina supplies became tighter outside China during the quarter, pushing prices to about $370 per metric ton. Alcoa expects supplies to tighten further in late 2026 and 2027 as production cuts, project delays and uncertainty over Indonesia’s new supply limit availability.&nbsp;China’s conditions are different, as new refineries have helped ramp up production and stockpiles, leaving the country with adequate supplies. “For Alcoa, strengthening alumina market conditions and improved operational execution create meaningful upside.”He added that aluminum prices have fallen from recent highs, but low stockpiles continue to support prices. Global supplies cover only about 42 days of demand, leaving the market vulnerable to supply disruptions or a sudden rise in demand.&nbsp;In Q3, the company reported $3.7 billion in revenue, matching Street estimates, according to Fiscal.ai data, while earnings of $1.82 per share surpassed analysts' consensus of $1.51.<h2 class="st-heading-2">AA Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock improved to ‘bullish’ from ‘neutral’.AA stock has declined nearly 24% year-to-date.&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/onds-stock-heads-for-third-red-week-but-retail-stands-firm-on-drone-defense-opportunity-will-be-epic-like-game-stop/cZx0uiJRBsb">ONDS Stock Heads For Third Red Week, But Retail Stands Firm On Drone Defense Opportunity — ‘Will Be Epic Like GameStop'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Alcoa logo is seen displayed on a smartphone screen.

Alcoa (AA) shares climbed overnight as CEO William Oplinger’s $315 million Massena East sale plan put asset sales in focus. The deal kicks off a push to unlock up to $1 billion by 2030, while tightening alumina supplies outside China could provide another

AA Stock Rises Overnight: Alcoa CEO Bets On Massena East For Cash Pump As Alumina Market Tightens

Alcoa Corp

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