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D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

QBTS is drawing attention amid a steep selloff and persistent weakness across quantum-computing stocks, with traders debating high valuations, cash burn and the long road to commercial profitability, as well as competition from AI and classical computing. Some see the decline as a buying opportunity and point to D-Waves partnerships and customer deployments, while others remain skeptical that near-term business progress can support the sectors valuations.

ExxonMobil Holdings Corp. is an international energy and petrochemical company, which creates solutions that improve quality of life and meets society’s evolving needs. The company is headquartered in Spring, TX.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Exxon is drawing attention after its quarterly earnings topped expectations, with strong refining results and elevated fuel marginsattributed by traders to war-related supply disruptionssupporting a positive reaction. Some remain cautious, pointing to weaker upstream results, put-heavy options flow and a stock move they consider modest relative to the earnings beat.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Attention centers on Charters upcoming earnings and whether it can arrest broadband subscriber losses amid fiber, fixed-wireless and satellite competition, while managing its substantial debt. Bulls point to the depressed valuation, mobile growth and potential cash-flow recovery; bears see ongoing customer losses and weak fundamentals as reasons for continued caution.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

BROS is drawing attention after a steep selloff and repeated 52-week lows, with traders debating whether the decline reflects valuation pressure and broader consumer-sector weakness or concerns about affordability, growth, costs, and competition. Bulls view the shares as oversold and are adding on the dip, while bears see further downside risk; the upcoming earnings report is a key test of the growth outlook.

Mineralys Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on developing medicines to target diseases driven by abnormally elevated aldosterone. Its clinical-stage product candidate, lorundrostat, is a proprietary, orally administered, highly selective aldosterone synthase inhibitor that are initially developing for the treatment of cardiorenal conditions affected by abnormally elevated aldosterone, including hypertension and chronic kidney disease. The company was founded by Brian Taylor Slingsby on May 31, 2019 and is headquartered in Radnor, PA.

Mineralys Therapeutics Inc

AstraZenecas report of modest Baxfendy sales is weighing on MLYS, sharpening concerns about demand and the commercial ramp for drugs in the hypertension drug class. Some traders see the launch as too early to judge because insurance coverage is still developing, while others worry the figures undermine sales expectations for lorundrostat.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to fresh 52-week highs has drawn attention as traders position ahead of an expected Q3 report and watch BRIUMVIs commercial ramp. Buyout and short-squeeze speculation is prominent, though others see the move as momentum into earnings rather than evidence of a deal.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Brazilian political risk is driving NUs sharp selloff alongside other Brazil-linked stocks after Lulas election win, with traders debating whether concerns over policy and the investment climate justify the repricing. Many view the drop as an overreaction because Nus business and fundamentals have not materially changed, while others warn that Brazil exposure remains a significant risk.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON is drawing attention amid weakness in analog and auto-focused semiconductor stocks, while traders debate whether its AI/data-center exposure can offset softer automotive and industrial demand. Some see the pullback as a buying opportunity; others remain cautious about the stocks exposure to cyclical markets and the broader market decline.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas quarterly earnings shortfall and reduced full-year outlook have put fuel-cost pressure at the center of the discussion, despite resilient travel demand and higher revenue. Traders are split between viewing premium demand and fare increases as offsets and worrying that elevated fuel and operating costs will keep squeezing margins.

Air Canada engages in the provision of airline transportation services. Its services cover full-service airline, scheduled passenger and cargo services, serving more than two hundred airports on six continents. It operates through the following geographical segments: Canada, U.S. Transborder, Atlantic, Pacific, and Other. The company was founded on April 11, 1936 and is headquartered in Saint-Laurent, Canada.

Air Canada Inc. - Ordinary Shares (Voting and Variable Voting)

Air Canada Inc.

Air Canadas earnings and outlook are driving the discussion, with traders focused on elevated jet-fuel costs and reduced guidance as the shares fall. Some see strong revenue, resilient demand, buybacks and Aeroplans value as support, while others worry fuel pressure will weigh on profitability.

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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.


Should You Invest in the First Trust Materials AlphaDEX ETF (FXZ)?

 ETFs in Spotlight as Trump Moves to Mobilize Defense Production Act

Trump invokes the Defense Production Act to secure phosphorus and glyphosate. MOO could gain as domestic agricultural and materials players ramp up. 

First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund

Neutral 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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Hold rates steady

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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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