SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

SELLASs upcoming Phase 3 REGAL trial results for its GPS leukemia treatment dominate discussion, with topline data expected this month after the trial reached its final analysis milestone. Traders are split between optimism about a potential breakthrough and concern over the binary trial outcome, while sharp price swings have fueled debate about selling pressure and alleged short-term manipulation.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summits FDA review of ivonescimab for EGFR-mutated lung cancer is driving a binary-outcome debate over approval versus a possible rejection or request for more evidence. Bulls point to strong progression-free-survival results and encouraging survival trends, while bears focus on the FDAs stated need for statistically significant overall-survival evidence; recent weakness has also prompted speculation about a negative outcome, though traders say price action alone is not proof.

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

Rivian shares are under pressure amid a broader pullback in EV and growth stocks, with traders also focused on the stocks persistent weakness and concerns about cash burn, profitability, and management. Some blame short sellers or trading dynamics, while bulls point to R2 progress and recent operating results as reasons for optimism; those explanations remain debated.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys strong Q3 resultsits first GAAP-profitable quarter, rapid growth in its Vector ad platform, and upbeat outlookhave fueled a sharp rebound and discussion of a possible turnaround. Reported takeover talks with Silver Lake and Saudi Arabias PIF add speculation, with traders debating whether the discussed valuation would undervalue the company or whether a deal will happen at all.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp after-hours drop drew attention as traders linked the move to the FAAs nationwide ground stop after communications problems, while speculation about a cyberattack or AI involvement remained unverified. The discussion also reflected wider pressure on tech and AI stocks tied to uncertainty around Nvidia, with traders divided between seeing the selloff as an overreaction and expecting further weakness.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

Reports of an FAA nationwide ground stop tied to air-traffic-control communications problems are drawing attention to AAL, with traders discussing possible departure delays and rerouting. Some characterize the disruption as brief, while speculation about its cause remains unverified.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Jensen Huangs abrupt departure and the unresolved CEO succession are driving concern, with traders divided between those calling for his return and those worried about leadership continuity and scrutiny of Nvidias China-related chip sales. Upcoming earnings are another focus, but bullish bets on results and dip-buying compete with fears that uncertainty and further fallout could weigh on the stock.

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 selling off after lowering its revenue outlook amid delays activating third-party data-center capacity, prompting analyst concerns about execution and near-term growth; weakness across AI and neocloud stocks, alongside uncertainty around Nvidia, is adding pressure. Traders are split between viewing the delays and higher spending as serious risks and seeing them as temporary setbacks in a business with strong AI demand.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUMs strong third-quarter results and rapid growth in its Quake AI GPU-cloud business are driving attention as the companys AI-infrastructure pivot gains traction. Bulls point to improving operations and the Anthropic-linked expansion, while skeptics focus on losses, cash needs and financing risks; short-squeeze claims remain speculation.

HawKeye 360, Inc. engages in the provision of defense technology. It offers spectrum monitoring, maritime intelligence, air defence radar monitoring, GNSS interference detection, and communications mapping. Its costumers include a wide range of commercial, government and international entities. The company was founded by Charles T. Clancy, Robert G. McGwier, Chris DeMay and John Serafini in 2015 and is headquartered in Herndon, VA.

HawkEye 360 Inc.

HAWK is drawing attention after reporting record third-quarter revenue and raising its full-year outlook, with traders also highlighting international growth, contract demand, and plans for lower-cost satellites. The community reaction is broadly bullish on the results and rally, though claims of institutional accumulation and further upside remain speculative.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

AA, CENX Stocks Rally: Middle East Crisis Sends Aluminum Futures Near 4-Year Highs

Equity

Domestic aluminum producers have benefitted from a disrupted Middle East supply, and analysts see further upside.

Aluminum Prices Surge Toward 4-Year High — ING Warns Of Upside Supply Risks, Says Europe is ‘Particularly Exposed’

The escalating conflict between the U.S., Israel, and Iran has disrupted the aluminum supply chain, which was already facing a deficit due to smelter shutdowns and lower Chinese production.

Neutral Sentiment

<ul class="summary-bullets"><li>AA and CENX shares have gained 20% and 28%, respectively, since the start of U.S.-Israeli strikes on Iran on February 28.</li><li>Morgan Stanley recently upgraded Alcoa to ‘Overweight’ and raised the price target to $80, according to The Fly.</li><li>Apart from the conflict, domestic firms are also benefiting from Trump’s tariffs on aluminum imports.</li></ul>Escalating tensions in the Middle East following U.S.-Israeli strikes on Iran have roiled global aluminum markets, triggering disruptions and pushing futures to near four-year highs amid tightening supply.Although the Middle East reportedly accounts for about 9% of the world's aluminum production, it plays a much larger role in global seaborne trade. LME aluminum prices have surged past $3,600 per tonne, with Goldman Sachs warning they could climb even higher if regional production losses persist, and&nbsp;Kpler&nbsp;analysts <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.kpler.com/blog/strikes-on-alba-and-ega-smelters-enhance-the-possibility-of-4-000-t-aluminium">suggesting</a> further escalation could push them toward $4,000 per tonne.Against this backdrop, two companies have stood out -&nbsp;<a href="https://stocktwits.com/symbol/AA">Alcoa (AA)</a> and&nbsp;<a href="https://stocktwits.com/symbol/CENX">Century Aluminum (CENX)</a> - with the shares climbing roughly 15% and 27%, respectively, since the war began.While the stocks are tracking eleven consecutive months of gains, AA recently recorded its biggest weekly jump since December 2023.On Thursday, Alcoa posted a 5.2% drop in first-quarter (Q1) revenue, falling below Wall Street’s estimates, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a> data. However, earnings per share of $1.4 was in line with Street estimates, though they fell around 35% from last year.Alcoa expects its 2026 aluminum production and shipments to remain unchanged, with output projected between 2.4–2.6 million metric tons and shipments between 2.6–2.8 million metric tons.For Q2 2026, it anticipates a roughly $15 million sequential hit to earnings in the alumina segment due to weaker bauxite pricing and volumes, and higher energy costs driven mainly by diesel prices amid Middle East tensions.<h2 class="st-heading-2">A Perfect Storm for U.S. Producers</h2>Beyond the broader conflict, CENX and AA have had an additional lift – President Donald Trump’s tariffs on aluminum imports. Trump raised aluminum tariffs to 50% in June 2025 in a bid to curtail cheaper foreign imports and increase domestic investment. Earlier this year, Century Aluminum and Emirates Global Aluminum (EGA)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://centuryaluminum.com/investors/press-releases/press-release-details/2026/Century-Aluminum-Joins-EGA-Project-to-Build-First-U-S--Smelter-in-Almost-50-Years/default.aspx">formed</a> a joint venture to build a new smelter, a first such plant built in the U.S. in 50 years.The supply shock deepened when Iranian missile and drone strikes hit EGA’s Al Taweelah smelter on March 28, with EGA warning restoration could take up to 12 months. Bahrain's Alba also declared force majeure after shutting down roughly 19% of its capacity due to disruptions in the Strait of Hormuz.Wood Mackenzie <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.woodmac.com/press-releases/me-impact-on-aluminium-market/">estimates</a> the conflict could remove 3 to 3.5 million tonnes of aluminum output in 2026. With the Gulf supply redirected, domestic producers stand to be the beneficiaries.<h2 class="st-heading-2">Analysts Remain Bullish, But Price Target Hinges On Conflict</h2>According to The Fly, JPMorgan increased Alcoa’s price target to $70 from $68, but held a ‘Neutral’ rating, cautioning that the stock’s outperformance is tied directly to Middle East tensions and could reverse if geopolitical risks ease.Morgan Stanley was more bullish, upgrading Alcoa to ‘Overweight’ from ‘Equal Weight’ and raising the price target to $80 from $64. The brokerage cited the upgrade to higher aluminum prices and Alcoa’s high operating leverage.Wells Fargo lifted Century Aluminum’s price target to $77 from $69, and added that the outlook hinges on a projected 2026 supply deficit and elevated electricity costs. BMO Capital and B. Riley have also raised Century Aluminum’s target price.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits for AA was ‘neutral’ and ‘bearish’ for CENX.One user expects supply disruptions to persist for months, potentially pushing oil and aluminum prices to a higher floor over the long term.<stembedurl>https://stocktwits.com/Claytonpicker/message/649784937</stembedurl>Year-to-date, AA shares have gained around 35% while CENX stock has surged nearly 70%For updates and corrections, email newsroom[at]stocktwits[dot]com.

Empty aluminum cans move on an assembly line

A War-Driven Rally Is Lifting These Two US Metal Stocks

Alcoa Corp

Global X Aluminum ETF

Century Aluminum Co.

Up more than 1%

Flat to up 1%

Flat to down 1%

Down more than 1%

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Feed

News

Sentiment

Fundamentals

Info

ALUM News