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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 shares are drawing attention amid a steep selloff, with traders pointing to scheduled lockup expirations and potential insider-share supply, alongside concerns about its IPO valuation, growth and ability to scale. The debate pits bearish calls for further declines against dip-buyers who remain bullish on Cerebras AI-inference technology and long-term demand.

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 stronger-than-guided quarterly results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders debating whether short covering could extend the move. Bulls see improving steel operations and prices, while skeptics question whether the outlook can overcome the companys debt and reliance on favorable steel markets; some also warn the rally could fade.

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 caught in a broad neocloud and AI-infrastructure selloff as traders focus on financing costs, debt concerns and doubts about the sectors business models, with CoreWeaves credit worries adding to contagion fears. The community is split on whether sharp rebounds are durable or bull traps: bulls point to Nebiuss comparatively stronger balance sheet and long-term compute demand, while bears question the capital intensity and path to profitability.

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 conversation after a steep selloff, but traders remain focused on CoreWeaves debt burden, financing costs and ability to turn AI demand and its backlog into cash flow. Bulls call the selloff overdone and welcome the upgrade, while skeptics argue it does not resolve the financing risks and question whether the bounce will hold.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas sharp pullback despite strong operating results is fueling debate, with traders frequently blaming insider share sales and managements failure to announce a fresh buyback; some also cite an analyst downgrade and regional macro concerns. Bears see continued weakness, while bulls argue the selloff has made the growing e-commerce and fintech business more attractive.

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

Alpha Taus pancreatic cancer IMPACT trial completed enrollment after expanding from 12 to 48 patients, which traders view as a sign of strong clinical-site and patient interest; the results are still pending. Attention also centers on the FDA-cleared expansion of its recurrent glioblastoma REGAIN trial and anticipated clinical updates, with mostly bullish reactions tempered by uncertainty about what the larger studies will show.

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

XEs steep selloff and search for a bottom dominate the discussion, with traders attributing pressure to post-IPO selling, bearish analyst coverage, and weakness across nuclear stocks. Some see Amazons backing and potential SMR demand from data centers as a long-term positive, while others remain concerned that commercialization is years away.

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

FDA expanded ANKTIVA plus BCG to cover papillary-only BCG-unresponsive bladder cancer, broadening its potential market; traders also focused on long-term Phase 3 data showing durable responses and bladder-sparing outcomes. Despite bullish views on the commercial opportunity, the shares sold off, with the community debating a sell-the-news reaction and broader biotech weakness versus options-related or short-selling pressure, while some remain cautious about revenue growth and dilution.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its Q3 earnings report as shares retreat amid a broader tech and AI selloff. Traders are split over whether strong ad performance and Muse AI momentum can justify heavy AI spending, with capex and returns on that investment central to expectations for the report.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Traders are focused on Disneys recent rebound and repeated tests of resistance, debating whether it can break out or will keep slipping back into its trading range. Bullish posts point to buyers defending the pullback, while bearish traders cite failed attempts to hold gains and downside options activity.

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Can Nuplazid and Daybue Strengthen Acadia's Growth Prospects?

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4 CNS Drug Stocks Worth Watching This World Mental Health Day

AXSM, NBIX, ALKS and ACAD are advancing CNS treatments for mental health disorders, with growing product sales, pipeline progress and new growth opportunities.

Axsome Therapeutics vs. Moderna: Which Biotech Stock Is a Better Buy in 2026?

Key PointsAxsome Therapeutics is seeing massive revenue growth as it expands its footprint in the central nervous system treatment market...

Axsome Therapeutics vs. Vertex Pharmaceuticals: Which Biotech Stock Is a Better Buy in 2026?

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$100 Invested In Axsome Therapeutics 10 Years Ago Would Be Worth This Much Today

Axsome Therapeutics (NASDAQ:AXSM) has outperformed the market over the past 10 years by 24.39% on an annualized basis producing an average annual return of 37.87%. Currently, Axsome Therapeutics has a marketread more...

Analysts Think Axsome Therapeutics Stock Could Soar 35% Over the Next 12 Months. Is the Stock a No-Brainer Buy?

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Axsome Therapeutics vs. Revolution Medicines: Which Healthcare Stock Is a Better Buy in 2026?

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AXSM Jumps 6% As Mizuho Calls Auvelity’s Alzheimer’s Launch A ‘Strong Start’

Equity

Citing Bloomberg Symphony figures for the 30-milligram starter dose used when doctors begin treatment, a Mizuho analyst said new prescriptions for Auvelity rose 32% from July to August. 


Axsome Therapeutics vs. Viking Therapeutics: Which Healthcare Stock Is a Better Buy in 2026?

Key PointsAxsome Therapeutics has transitioned into a commercial-stage entity with rapidly growing revenue from its central nervous system treatments...

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Bullish Sentiment

<ul class="summary-bullets"><li>First approved in 2022 as an oral treatment for major depression in adults, Auvelity won a second U.S. clearance in April 2026 for agitation linked to Alzheimer’s dementia.</li><li>Management has said peak annual sales for Auvelity could reach $8 billion, split roughly evenly between depression and Alzheimer’s agitation.</li><li>COO Mark Jacobson recently highlighted that Auvelity has no boxed warning for higher death risk in people with dementia, a label that limits the only other approved branded option.</li></ul><p><br>Shares of Axsome Therapeutics (AXSM) rose 6% on Friday after Mizuho analyst Graig Suvannavejh said August prescription data pointed to a strong start for the drug’s newest use.</p><p>Citing Bloomberg Symphony figures for the 30-milligram starter dose used when doctors begin treatment, he said new prescriptions rose 32% from July, and total prescriptions rose 34%. The stock is now on track to clock its best day since late July, if gains hold.</p><p>“While still early days in the launch, this appears highly indicative of a strong start for Auvelity in ADA,” he wrote. Suvannavejh rates the stock ‘Outperform’ with a $316 price target, implying a potential upside of about 50% from the stock’s last closing price.</p><h2 class="st-heading-2">Why The New Use Matters</h2><p>Auvelity is Axsome’s main product. First approved in 2022 as an oral treatment for major depression in adults, it won a second U.S. clearance in April 2026 for agitation linked to Alzheimer’s dementia — the first non-antipsychotic approved for that condition. Axsome began selling into the new indication in June.</p><p>The Alzheimer’s launch is central to the company’s finances. Auvelity generated $180.3 million in second-quarter sales, up 51% from a year earlier, and made up most of Axsome’s $218.4 million in product revenue. Management has said peak annual sales could reach $8 billion, split roughly evenly between depression and Alzheimer’s agitation.</p><p>Axsome also sells Sunosi for excessive daytime sleepiness tied to narcolepsy or sleep apnea, and Symbravo for acute migraine. Both add sales but remain far smaller than Auvelity.</p><h2 class="st-heading-2">What Management Is Seeing</h2><p>At Cantor Fitzgerald’s conference on Thursday, executives said early doctor feedback matches the trial data: agitation eases quickly, and the drug is well tolerated in a frail group.</p><p>COO Mark Jacobson highlighted that Auvelity has no boxed warning for higher death risk in people with dementia, a label that limits the only other approved branded option, an antipsychotic. That difference, he said, is already generating interest, with the commercial impact expected to build through year-end.</p><p>CFO Nick Pizzie said new prescriptions for patients 65 and older rose 126% after the Alzheimer’s launch. That older Medicare group was about 19% of new starts before approval and is now more than 30%. Most early use is coming from community doctors; nursing homes take longer to bring online, he added.</p><h2 class="st-heading-2">What Investors Will Watch Next</h2><p>The next test for AXSM is whether the August jump in starter doses turns into ongoing use of the full maintenance dose and shows up in third-quarter results, expected in early November. Later this year, Axsome is also due to report late-stage data on solriamfetol — Sunosi’s active ingredient — in binge-eating disorder. It has also started a late-stage study of Auvelity’s compound as a smoking-cessation treatment. A separate narcolepsy candidate, AXS-12, has an FDA decision date of May 1, 2027.</p><h2 class="st-heading-2">How Did AXSM Retail Traders React?</h2><p>On Stocktwits, retail sentiment around AXSM stock jumped from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.</p><p><a href="https://stocktwits.com/symbol/AXSM">AXSM stock</a> has gained 22% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/mltx-stock-on-track-for-worst-week-since-last-fall-as-fda-filing-date-for-skin-disease-drug-draws-near/cZtXYWDRBbJ">MLTX Stock On Track For Worst Week Since Last Fall As FDA Filing Date For Skin Disease Drug Draws Near</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Axsome Therapeutics company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Citing Bloomberg Symphony figures for the 30-milligram starter dose used when doctors begin treatment, a Mizuho analyst said new prescriptions for Auvelity rose 32% from July to August. 

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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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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.60	--	--	N/A
Q2 '26	-$0.89	-$0.99	-10.98%	MISSED
Q1 '26	-$0.81	-$1.26	-54.69%	MISSED
Q4 '25	-$0.69	-$0.56	19.13%	BEAT
Q3 '25	-$0.86	-$0.94	-9.73%	MISSED

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Upcoming Earnings: Q3 '26

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