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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp move is drawing attention after Morgan Stanley named it a top pick, citing accelerating AWS growth and AI opportunities; traders are also pointing to Amazons Trainium software announcement as a potential boost to cloud-chip adoption. The reaction is broadly bullish, though some remain cautious about heavy AI capital spending and whether the gains will hold.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Reports of Lundbecks interest in acquiring Xeris have fueled heavy-volume trading and takeover speculation, though the company has said it is not for sale and no deal is confirmed. Traders are split between expecting further buyer interest and viewing the chatter as unsubstantiated, while some point to Recorlev growth and XP-8121s pipeline potential as standalone reasons for optimism.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares surged after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, supporting a planned FDA resubmission. Traders are debating whether the move can continue, with some citing short-squeeze potential and others warning of profit-taking, safety concerns around dizziness, and the fact that FDA approval is still pending.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Anticipation of Vicors Q3 earnings is driving discussion after the company raised its sequential growth outlook twice, with traders pointing to higher royalties from its Vertical Power Delivery licensing. Bulls expect the stronger outlook to show up in results, while others are wary of the sharp pullback and volatility despite the guidance increases.

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 FDA-cleared expansion of Alpha Taus REGAIN trial in recurrent glioblastoma is a key focus, alongside planned trial data at SNO 2026. Traders are optimistic about early local-control results, while some note that they come from a small initial cohort; the completed enrollment of the pancreatic IMPACT study is another pipeline catalyst discussed.

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

A stronger-than-guided Q3 report and an upbeat 2027 EBITDA outlook are driving CLFs rally. Bulls see improving steel prices and earnings potential, while skeptics warn that debt and the reliance on favorable price forecasts could limit the recovery; traders are also debating whether the move will hold or fade as a sell-the-news rally.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ rebounded as technology and AI stocks recovered from a sharp selloff, with traders debating whether the move marks a durable recovery or a low-volume bull trap. Upcoming megacap earnings and AI spending plans are a key focus for the tech-heavy index.

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 decline dominates discussion, with traders pointing to insider selling and upcoming share unlocks alongside concerns about valuation, scaling and reliance on OpenAI amid weakness across AI stocks. Some see the selloff as an oversold buying opportunity and are averaging in, while others expect further downside.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaic is under pressure as traders focus on high sulfur costs, phosphate production curtailments, and withdrawn 2026 production guidance following weak results; the Iran-related supply disruption has raised input-cost concerns even as fertilizer prices climb. The community is split between viewing the selloff as a value opportunity amid tight fertilizer supply and worrying that squeezed margins and weaker affordability will prolong the decline.

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

Ocular Therapeutix shares are under pressure as EyePoints failed wet-AMD trial has heightened doubts about TKI-based treatments, prompting traders to question whether those concerns could extend to Oculars AXPAXLI program. Some investors view the selloff as spillover from a competitors results, while others cite clinical uncertainty and the departure of Oculars chief strategy officer as additional concerns.

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$ADBE there is no way to spin this CEO pick as anything but bad news. If he was a great candidate for the role, he would have been nominated months ago. Instead it seems ADBE tried and failed to entice a star outsider to take the reins. That doesn’t paint a picture of a company executing on all cylinders with a bright future ahead, sorry.

PS: I am surprised there wasn’t a sharp after hours selloff actually - expecting weakness tomorrow

Josh Weyer

Ron Ramot

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Adobe Inc

 there is no way to spin this CEO pick as anything but bad news. If he was a great candidate for the role, he would have been nominated months ago. Instead it seems ADBE tried and failed to entice a star outsider to take the reins. That doesn’t paint a picture of a company executing on all cylinders with a bright future ahead, sorry.

PS: I am surprised there wasn’t a sharp after hours selloff actually - expecting weakness tomorrow

Patrick Q

@patrickq007  
 
it works by interviewing several outsiders first. board would have failed to several candidates .  
there by resorting to insider

ointhebay

StockTwits Web

  
 
it works by interviewing several outsiders first. board would have failed to several candidates .  
there by resorting to insider