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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

CoreWeaves better-than-expected quarterly results, raised outlook and growing AI-compute backlog have shifted attention toward strong demand and managements plan to fund expansion with customer prepayments and contract-backed financing. Many traders see the call as easing debt concerns and anticipate short covering, while skeptics remain focused on heavy borrowing, capital spending and the path to sustainable cash flow.

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

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 report, which traders say beat EPS expectations, is drawing attention as shares fell despite a generally positive reaction to the results and call. The debate remains split between near-term sellers and bulls focused on the still-pending FCC NPRM for the companys spectrum proposal.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

The ticker is being confused with Anthropics heavily discussed IPO, while Aragon-specific posts focus on the projects dissolution, completed ANT redemption, and questions about token delisting or conversion. Crypto traders also mention the tokens price move, but no clear new Aragon catalyst dominates.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call dominate discussion, with traders weighing improved profitability, margins and cash from Samsung licensing against the gap between reported results and some elevated estimates, as well as weaker sequential product sales. Many are bullish on recurring Samsung and Micron licensing revenue and growth plans, while a possible SK Hynix deal and Nasdaq uplisting remain speculation rather than confirmed developments.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos steep correction is dominating discussion, with traders sharing bearish technical outlooks and speculating that large funds are selling; those selling claims are unconfirmed. The decline has fueled debate over whether uranium stocks are being repriced amid doubts about the timing of AI-related power demand, or whether the pullback is an opportunity given the sectors longer-term nuclear outlook.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly report and announced share-repurchase authorization are driving attention, with traders welcoming debt reduction and an Exaion GPU-services contract as signs of progress beyond Bitcoin mining. Optimism is tempered by a revenue miss and concerns that larger AI/HPC leases remain unsigned, while the reported profit was boosted by Bitcoin valuation gains.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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SLS, IBRX Eye Green Month As Biotech ETF Gains Steam: Analyst Sees ‘Continued Opportunities’ In Immuno-Oncology

Equity

XBI, which includes both SLS and IBRX, is on track for its strongest monthly performance since December 2023.

QURE Stock’s Relentless Rally Continues Today — Here's Why HC Wainwright Is Bullish On uniQure

H.C. Wainwright stated that the reported departure of a key U.S. Food and Drug Administration official at the end of April bodes well for uniQure.

Why Did QURE Stock Almost Halve Pre-Market Today?

uniQure said the FDA does not agree that Phase I/II data are sufficient to serve as primary evidence of effectiveness for a marketing application for its Huntington’s disease gene therapy, AMT-130.

Biotech Bull ETF Surges To 20-Month High: Analysts Say Medicare’s Drug-Pricing Blow Is Softer Than Feared

Pricing updates for major therapies from Novo Nordisk, Teva, AbbVie, and others eased sector worries.

Best-Performing Leveraged ETFs of October 

October's top ETF gainers included the likes of NVTX, AMUU, KORU, LABU and INTW. These ETFs soared as AI, crypto and reform optimism drove markets higher.

SNDX Stock Is The Talk Of The Town Today: Here’s Everything To Know About The Latest FDA Approval 

Leveraged ETF Areas of Last Week That Are Up At least 15%

Tech rally, weak jobs data and Fed rate cut bets were highlights of last week. Winning leveraged ETFs were GDXU, SOUX, AVGG, GGLL and LABU.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Edison Investment Research said oncology still offers “continued opportunities” across immuno-oncology, targeted therapies and other cancer-treatment areas.</li><li>SLS fits the theme through GPS, its WT1-targeting AML immunotherapy, and SLS009, a targeted CDK9 inhibitor in development for AML.</li><li>IBRX fits the immuno-oncology theme through Anktiva, its approved therapy that boosts key cancer-fighting immune cells.</li></ul>Shares of Sellas Life Sciences (SLS) and ImmunityBio, Inc. (IBRX) are back in focus as the biotech sector heads toward a strong monthly finish, while analysts highlight ongoing opportunities across immuno-oncology and other cancer-treatment areas.<a href="https://stocktwits.com/symbol/XBI">The SPDR S&amp;P Biotech ETF (XBI)</a>, which includes both&nbsp;<a href="https://stocktwits.com/symbol/SLS">SLS</a> and&nbsp;<a href="https://stocktwits.com/symbol/IBRX">IBRX</a>, is heading for one of its strongest monthly performances since December 2023. XBI is up 17% in June, while SLS has surged 53% and IBRX has gained 10%, with both the broader biotech ETF and SLS outperforming ImmunityBio this month.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260629_091927335_png_39e61bf870.webp" alt="koyfin_20260629_091927335.png"><h2 class="st-heading-2">SLS, IBRX Ride Cancer Wave&nbsp;</h2>A recent note from Edison Investment Research said: “In oncology, the managers see continued opportunities from immuno-oncology, antibody-drug conjugates, bispecifics, targeted therapies, radiopharmaceuticals and molecular diagnostics.”Sellas is developing GPS, a cancer immunotherapy that trains the immune system to recognize WT1, a protein found at high levels in several cancers. The treatment is being tested in a key Phase 3 trial for acute myeloid leukemia (AML). The company&nbsp;is also developing SLS009, a targeted cancer drug that blocks CDK9, a protein involved in cancer cell growth, for AML. ImmunityBio’s approved Anktiva, meanwhile, works by boosting cancer-fighting immune cells, including natural killer cells, CD8+ T cells and memory T cells.&nbsp;<h2 class="st-heading-2">Biotech M&amp;A Buzz Builds&nbsp;</h2>Edison said the healthcare “sector backdrop has improved,” citing greater U.S. policy clarity, attractive biotech valuations, high levels of innovation and big pharma’s looming patent cliff as factors that could keep M&amp;A activity alive.The note comes amid increased retail interest in small-cap cancer stocks, especially amid heavy buyout chatter around Sellas. The speculation intensified after the company updated severance and change-of-control arrangements for top executives. The filing does not say that a deal is underway, but the timing has stood out in a market already primed for biotech M&amp;A.Edison also expects dealmaking to remain an important driver as major drugmakers face patent expiries and look to “supplement internal R&amp;D with externally developed assets.”The research firm also sees the FDA as “broadly supportive of medical innovation.” Edison cited accelerated review pathways, the Commissioner’s National Priority Voucher program, and greater flexibility in rare disease and genetic medicine as areas likely to remain in focus. Edison also noted that FDA approvals remained at a “favorable level,” with 52 new molecular entities approved in 2025, only slightly below the recent 10-year average of 55.<h2 class="st-heading-2">SLS, IBRX Catalysts In Focus&nbsp;</h2>For Sellas, the main focus remains its Regal trial for GPS in AML. The study has reached 78 of the 80 events needed to trigger final analysis, placing the company close to one of its most important clinical readouts. CEO Angelos Stergiou recently called the delay in reaching the final event “a profoundly positive signal,” saying it suggests patients may be living longer than projected.&nbsp;ImmunityBio has also remained in focus after the FDA accepted its application seeking to expand Anktiva plus BCG into a broader bladder cancer population, with a Jan. 6, 2027, target decision date.<h2 class="st-heading-2">How Do Retail Traders Feel About IBRX And SLS?</h2>On Stocktwits, retail sentiment for SLS was ‘extremely bullish,’ while IBRX sentiment was ‘bullish,’ with both tickers seeing ‘high’ message volume.&nbsp;While SLS stock has surged 510% over the past year, IBRX has gained 212% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-worst-month-ever-13th-electron-launch-bulls-fresh-fuel/cZ1BMuvR7Wz">RKLB Stock Tracks Worst Month Ever — But Rocket Lab’s 13th Electron Launch This Year Gives Retail Bulls Fresh Fuel&nbsp;</a>

While SLS stock has surged 510% over the past year, IBRX has gained 212% over the same period.  | Image source: Getty Images

ImmunityBio Inc

Direxion Daily S&P Biotech Bull 3X Shares

SELLAS Life Sciences Group Inc

SPDR S&P Biotech ETF

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Do you think Jensen Huang will be removed as Nvidia’s (

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