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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. 

Elon Musks warning that neocloud financing is tightening and many providers may fail or consolidate has fueled concern about NBIS and selling across the sector. Bears point to debt and execution risks, while bulls argue Nebius is better positioned because it secured Citi financing and has substantial customer commitments.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

Elon Musks warning that neoclouds could face failures and consolidation, alongside concerns about tighter financing for debt-heavy AI data-center expansion, is weighing on IREN and its peers. Traders disagree over whether IRENs contracts, power capacity and funding distinguish it from weaker operators or whether sector-wide capital risks threaten its growth; some also view Musks comments as self-serving criticism of competitors.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 personalized melanoma-vaccine results with Merck are driving attention: the data were viewed as clinically positive, but the stock sold off as traders questioned whether they met high expectations after a steep rally. Bulls see validation for a broader cancer-vaccine platform, while bears focus on valuation and the uncertain path to commercial adoption.

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

Brazils presidential election result and concerns about fiscal policy and market uncertainty are driving a broad selloff in Brazilian equities, including NU. Traders are divided between viewing the drop as a buying opportunity and waiting for the political and economic risks to become clearer.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is in focus after Lula da Silvas runoff victory triggered a sharp selloff in Brazilian assets, as traders reassess the countrys fiscal and economic outlook and the real. The community is split between viewing the drop as an overreaction and potential buying opportunity and expecting further weakness amid political uncertainty.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas election victory has pressured Brazilian equities as traders weigh political and fiscal uncertainty for state-controlled Petrobras. PBR traders are split between viewing the selloff as a buying opportunity, citing the companys oil business and dividends, and reducing exposure amid concerns about the political outlook.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers recent climb to a 52-week high and around the $30 level is driving discussion, with bullish traders celebrating a potential breakout and others flagging resistance and concerns about the companys growth outlook. Some cite recent oncology and pipeline updates, while many frame the move as a technical recovery ahead of earnings rather than a single confirmed catalyst.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

Traders link XPs sharp move to Brazils first-round election results, which they view as improving sentiment toward Brazilian equities after a stronger-than-expected showing by Bolsonaro-aligned candidates. Some see the rally as a bullish political catalyst, while skeptics argue it is speculative and could reverse.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres latest quarterly results are driving discussion: revenue and EPS beat expectations, but shares fell as investors focused on lower profits and margin compression amid heavy investment in logistics, shipping, and credit. Traders are split between viewing the pullback as a buying opportunity given the companys growth and worrying that profitability and the stocks weak performance may remain under pressure.

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 steep selloff and fresh lows dominate the discussion, with traders focused on uncertainty around a potential Monee listing and Sea Cloud launch, as well as insider sales and concerns about spending and competition. Bears see added uncertainty for shareholders, while some investors argue Seas growth and Monees value are being discounted and the stock looks oversold.

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Glaukos Reports Positive Phase 4 Results For IDose TR With Cataract Surgery

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Glaukos Corp. is an ophthalmic medical technology and pharmaceutical company, which focuses on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. It engages in development and commercialization of therapies across several end markets within ophthalmology. The company was founded by Olav B. Bergheim, Morteza Gharib, and Richard A. Hill on July 14, 1998 and is headquartered in Aliso Viejo, CA.

Glaukos Corporation

Why Glaukos Stock Jumped Over 20% After-Hours Today

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Glaukos shares surged 21% in after-hours trading after the company posted record third-quarter revenue and raised its full-year guidance.</li><li>Strong glaucoma product sales, particularly in the U.S., drove a 38% year-over-year rise in total revenue, while losses narrowed and margins improved.</li><li>Retail sentiment on Stocktwits turned bullish, with users calling Glaukos a “hidden gem” and noting the stock’s chart “looks good.”</li></ul>Glaukos Corp shares climbed 21% in after-hours trading on Wednesday after the eye-care company delivered a strong third quarter (Q3) and raised its revenue expectations for the year.<h2 class="st-heading-2">Record Quarter</h2>The company reported $133.5 million in revenue, up 38% from a year earlier, helped by booming demand for its glaucoma products. U.S. glaucoma sales surged 57% to $80.8 million, lifting total glaucoma revenue to a record $110.2 million.Profitability also improved. Glaukos posted a gross margin of 78% and a non-GAAP margin of 84%, while trimming its net loss to $16.2 million, or $0.28 per share, from $21.4 million, or $0.39 per share, a year ago.<h2 class="st-heading-2">Outlook</h2>The company lifted its 2025 revenue forecast to $490 million-$495 million, up from a previous range of $480 million-$486 million. It also offered an early look at 2026 guidance, projecting sales between $600 million and $620 million.Glaukos closed the quarter with $277.5 million in cash and investments and no debt, underscoring a strong financial footing as it continues to expand its ophthalmic portfolio.<h2 class="st-heading-2">Stocktwits Users Call Glaukos A ‘Hidden Gem’&nbsp;</h2>On Stocktwits, retail sentiment for Glaukos was ‘bullish’ amid ‘high’ message volume.One user called Glaukos a “hidden gem,” saying they hoped the stock would finally get the attention it deserves.&nbsp;<stembedurl>https://stocktwits.com/erkdg/message/634255035</stembedurl>Another noted that the company’s chart was “looking good,” reflecting optimism about the stock’s technical setup.<stembedurl>https://stocktwits.com/TaoistTrader/message/634169905</stembedurl><a href="https://stocktwits.com/symbol/GKOS">Glaukos’ stock</a> has declined 49% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Glaukos Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Glaukos shares surged 21% in after-hours trading after the company posted record third-quarter revenue and raised its full-year guidance.

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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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