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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

A stronger-than-expected third-quarter report and managements upbeat 2027 outlook have driven CLFs sharp rally, with bullish traders focused on improved steel pricing and possible short covering. Others question whether the outlook can overcome the companys debt and execution concerns, and some view the move as a sell-the-news bounce.

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 after a sharp selloff fueled hopes of a rebound, but traders debated whether the upgrade could overcome ongoing financing concerns, especially as the rally faded. Bulls point to AI demand, customer commitments and Nvidias support, while bears remain focused on CoreWeaves heavy debt burden and borrowing costs.

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

The FDAs early expansion of ANKTIVA plus BCG to papillary-only BCG-unresponsive bladder cancer, alongside long-term data showing durable responses, is driving discussion about a larger patient market and future sales. Traders are puzzled by the share-price decline despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling or options-related pressure.

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 under heavy pressure amid IPO lockup-related selling concerns and a broader AI and semiconductor pullback, with traders also questioning the companys valuation, growth, and ability to scale. Bears expect further downside as more shares become eligible for sale, while bulls view the selloff as excessive and are averaging in.

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

Sea shares are under pressure amid a sharp pullback, with traders pointing to repeated insider sales and a reported DBS downgrade as potential reasons for the weakness; some also cite broader Indonesia and Southeast Asia market concerns. Bulls argue the selling was planned and the business remains strong, while bears see insider selling and weak price action as warning signs.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons advance is drawing attention after Morgan Stanley named it a top pick, citing AWS growth, AI opportunities and warehouse automation as potential catalysts. Traders are broadly bullish on the move, though some remain cautious about heavy AI spending and whether the shares can sustain gains ahead of earnings.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, supporting a planned FDA resubmission. Traders are broadly reacting positively, while debating short-squeeze potential and flagging dizziness and sharp price swings as concerns.

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

Sharp post-IPO selling and volatile trading dominate the discussion, with traders pointing to lockup-related supply, bearish analyst coverage, and weakness across nuclear stocks as possible pressures. Bulls are treating the pullback as an opportunity, citing Amazons backing and X-energys potential role in meeting future data-center power demand, while others stress that reactor commercialization remains years away.

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 drawing attention after a sharp selloff alongside other AI neocloud stocks, as traders debate financing costs and whether the sectors growth can justify its heavy capital needs. Some see the rebound and analyst support as a buying opportunity, while others call it a short-lived bounce and expect more pressure.

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

Attention centers on the FDA-cleared expansion of Alpha Taus REGAIN trial for recurrent glioblastoma and anticipated clinical data at the SNO meeting. Traders are bullish on early tumor-control findings and the broader pipeline, though some note the evidence comes from a small initial cohort.

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Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know  

Zacks.com users have recently been watching Marvell (MRVL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here's How Much a $1000 Investment in Marvell Technology Made 10 Years Ago Would Be Worth Today

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Broadcom vs. Marvell Technology: Which Technology Stock Is a Better Buy in 2026?

Key PointsBroadcom provides a massive, high-margin portfolio of semiconductors and infrastructure software with billions in free cash flow...

Why Marvell Technology (MRVL) Dipped More Than Broader Market Today

Marvell Technology (MRVL) closed the most recent trading day at $245.28, moving 8.72% from the previous trading session.

Marvell's New $18 Billion Revenue Target Could be a Game-Changer

Marvell (NASDAQ: MRVL) is turning custom AI chip wins into a larger growth platform, with hyperscalers, optical connectivity, and a $18 billion fiscal 2028 revenue target strengthening the long-term story. The key question is whether that opportunity can grow fast enough to justi...

Does Credo's $525M-$535M Revenue Outlook Signal Further Upside? 

CRDO's surging AI connectivity demand, record revenues and expanding optical business fuel growth, with fiscal 2027 revenues projected to rise more than 85%.

Intel vs. Marvell Technology: What Revenue Trends Tell Investors About These Artificial Intelligence Companies

Key PointsIntel generated a higher absolute revenue figure than Marvell Technology in all eight comparable quarters, maintaining a wide gap in size between the two organizations throughout the charted period...

Marvell Technology Just Gave Its Investors Great News

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Oracle Proposes Up To $55M In Annual Power Bill Credits, Reaffirms Bloom Energy's Role At Project Jupiter

Equity

The proposed agreement with El Paso Electric would require Oracle to pay $10 million annually for 10 years, even if electricity usage falls below contracted levels.

Credo Expands AI Connectivity Portfolio With 1.6T ZeroFlap ALC

CRDO expands its AI connectivity portfolio with the 1.6T ZeroFlap Active Light Cable, offering lower power consumption, enhanced reliability and extended reach.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Bearish Sentiment

<ul class="summary-bullets"><li>The proposed agreement would support late-stage construction, initial commissioning, and emergency backup power at Project Jupiter.</li><li>New Mexico residential and small-business customers could receive electricity bill credits for up to three years.</li><li>Oracle previously outlined plans for up to 2.45 gigawatts of installed Bloom Energy fuel cell capacity, replacing an earlier gas turbine and diesel generator design.</li></ul><p>Oracle (ORCL) announced Tuesday a proposed energy service agreement with El Paso Electric for Project Jupiter, its artificial intelligence (AI) data center campus in New Mexico, while reaffirming that Bloom Energy (BE) will remain its primary power source.</p><p>The proposed arrangement would provide electricity for late-stage construction, initial commissioning, and emergency backup power at the facility.</p><p>Oracle also outlined a separate proposal to provide up to $55 million annually in direct electricity bill credits for up to three years to El Paso Electric's residential and small business customers in New Mexico.</p><p>At the time of this writing, <a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> was trading more than 1% higher at around $139.</p><h2 class="st-heading-2">What Oracle's Power Agreement Covers</h2><p>Under the proposed agreement, Oracle expects to pay $10 million annually for electricity over 10 years, even if its usage falls below contracted levels.&nbsp;</p><p>The arrangement would help offset shared electricity system costs that would otherwise fall on El Paso Electric's New Mexico customers, said Oracle.</p><p>The separate customer credit proposal could begin benefiting households and small businesses in 2027. The company said its primary power arrangement for Project Jupiter remains unchanged.</p><p>“There is no change to our plan,” Oracle said, confirming that Bloom Energy's fuel cell microgrid would continue providing the site's primary electricity supply.</p><h2 class="st-heading-2">Bloom Energy's Existing Role At Project Jupiter</h2><p>The announcement follows Oracle's April decision to use Bloom Energy fuel cells to power Project Jupiter in Doña Ana County.&nbsp;</p><p>Under that plan, the campus would be supported by up to 2.45 gigawatts of installed Bloom fuel cell capacity, replacing an earlier design that relied on gas turbines and diesel generators.</p><h2>Oracle Joins Marvell, Microsoft In Data Center Security Initiative</h2><p>Separately, on Tuesday, Marvell Technology (MRVL), Microsoft (MSFT) and Oracle announced a new&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/msft-stock-gets-a-thumbs-up-from-barclays-firm-expects-quarter-to-start-showing-more-differentiation-in-software/cZxBllTRBY4">Open Compute Project</a> (OCP) working group to standardize hardware security for cloud and large-scale data centers.</p><p>The group aims to develop open specifications for protecting encryption keys directly within servers, rather than relying on separate network-connected security systems.&nbsp;</p><h2 class="st-heading-2">What Retail Thinks About ORCL Stock</h2><p>On Stocktwits, retail investors’ sentiment around ORCL stock and <a href="https://stocktwits.com/symbol/BE">BE stock</a> remained in the ‘bearish’ territory.</p><p>So far this year, ORCL stock has fallen nearly 29%. By comparison, the iShares Expanded Tech-Software Sector ETF (<a href="https://stocktwits.com/symbol/IGV">IGV</a>), which holds Oracle shares, has risen over 8% over the same period.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-hits-record-high-as-apple-unveils-home-view-revamps-smart-home-lineup/cZxBkohRBYb"><strong>AAPL Stock Hits Record High As Apple Unveils HomeView, Revamps Smart Home Lineup</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Oracle Corporation is a leading American multinational technology company known for its enterprise software, database management systems and cloud computing solutions

Oracle (ORCL) announced Tuesday a proposed energy service agreement with El Paso Electric for Project Jupiter, its artificial intelligence (AI) data center campus in New Mexico, while reaffirming that Bloom Energy (BE) will remain its primary power source

Bloom Energy Corp - Ordinary Shares - Class A

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