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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 Buy upgrade after a sharp selloff is driving attention, but traders are split after the initial pop faded: some see an oversold buying opportunity, while others remain concerned about CoreWeaves heavy debt and financing costs.

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 cancer-trial pipeline is driving attention, particularly the FDA-cleared expansion of its recurrent glioblastoma REGAIN study and completed enrollment in the pancreatic IMPACT study ahead of further data updates. Traders are broadly optimistic about these milestones, though expectations for a near-term stock move remain speculative amid price consolidation.

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.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

ALM is drawing attention after a sharp selloff during and following its investor day, with traders criticizing CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. The reaction contrasts with longer-term bullish views on Sangdongs production ramp and tungsten demand, while some attribute weakness to broader market pressure.

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Rigetti Computing, Inc. (RGTI) Suffers a Larger Drop Than the General Market: Key Insights

Rigetti Computing, Inc. (RGTI) reached $11.82 at the closing of the latest trading day, reflecting a -6.45% change compared to its last close.

Rigetti Falls 21% in the Past Month: Hold or Fold the Stock Now?

RGTI's shares have plunged 21% in a month, as widening losses and valuation concerns clash with strong liquidity, government funding and quantum growth prospects.

BigBear.ai vs. Rigetti Computing: Which Technology Stock Is a Better Buy in 2026?

Key PointsBigBear.ai uses decision intelligence to optimize complex logistics and security operations for government and commercial clients...

Rigetti Computing, Inc. (RGTI) Declines More Than Market: Some Information for Investors

In the closing of the recent trading day, Rigetti Computing, Inc. (RGTI) stood at $12.78, denoting a -3.55% move from the preceding trading day.

Rigetti Faces Coherence Challenge as It Scales Quantum Computing

RGTI targets longer coherence times in its 108-qubit Cepheus system through chip redesigns and materials innovations to improve quantum computing reliability. 

Rigetti Computing, Inc. (RGTI) is Attracting Investor Attention: Here is What You Should Know  

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

Prediction: Rigetti Computing Stock Could Double by 2031. Here's Why I'm Still Cautious.

Key PointsRigetti Computing is a pure-play quantum computing developer, specializing in superconducting quantum systems...

Rigetti Computing, Inc. (RGTI) Registers a Bigger Fall Than the Market: Important Facts to Note

In the most recent trading session, Rigetti Computing, Inc. (RGTI) closed at $14.61, indicating a -3.72% shift from the previous trading day.

D-Wave Quantum vs. Rigetti Computing: Which Cutting Edge Quantum Stock Is a Better Buy in 2026?

Key PointsD-Wave Quantum reported massive revenue growth of nearly 180% in FY 2025 and serves a large, blue-chip customer base...

Wall Street Analysts See Rigetti Computing (RGTI) as a Buy: Should You Invest?

The average brokerage recommendation (ABR) for Rigetti Computing (RGTI) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

QBTS, RGTI, QNT Stocks Rally After $100M Quantum Deals: US Government Takes Stakes In All Three

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Each company has finalized a $100 million funding agreement with the U.S. Department of Commerce under the CHIPS and Science Act.</li><li>The government will receive a minority, non-controlling equity stake in each company in exchange for the funding.</li><li>The funding aims to address some of quantum computing’s biggest challenges, including scaling, reliability, manufacturing and supply-chain development.</li></ul>Shares of D-Wave Quantum (QBTS), Rigetti Computing (RGTI) and Quantinuum (QNT) rallied in early morning trade on&nbsp;Tuesday&nbsp;despite weakness in the broader market after&nbsp;the U.S. government finalized putting $100 million each behind the companies in a push to develop quantum computing.The government’s&nbsp;Department&nbsp;of Commerce will receive a minority, non-controlling equity stake in each company in exchange for the funding.&nbsp;<a href="https://stocktwits.com/symbol/QBTS">QBTS stock</a> rose over 4% in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/RGTI">RGTI stock</a> rallied as much as 7%.&nbsp;<a href="https://stocktwits.com/symbol/QNT">QNT shares</a> gained around 2.6%, still outperforming the broader market. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) edged 0.26% lower ahead of&nbsp;the&nbsp;market’s opening, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.75% and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) traded flat.&nbsp;RGTI and QBTS stocks&nbsp;were&nbsp;among the top trending tickers on Stocktwits at the time of writing. However, retail sentiment around them remained in ‘bearish’ territory over the past day.<h2 class="st-heading-2">Government Targets Quantum's Biggest Challenge</h2>Quantum computers are expected eventually tackle problems that are difficult or impossible for conventional computers, with potential applications in areas including drug discovery, materials science, cryptography, optimization and artificial intelligence.However, the technology remains difficult and expensive to scale. The companies are using different approaches to solve that problem, and all three government agreements focus heavily on moving quantum computing toward larger and more practical systems.<h2 class="st-heading-2">Where Does The $100M Go?</h2>Rigetti is using its $100 million award to address three hardware challenges. This includes shrinking the electronics used to read quantum chips, dramatically expanding the capacity of the extremely cold environments quantum computers require, and developing chips that allow more quantum bits, or qubits, to communicate with one another.D-Wave will use up to $100 million to develop both its quantum annealing and gate-model systems. Its targets include a 100,000-qubit annealing system and a 10,000-qubit gate-model system designed to deliver 100 logical qubits.Quantinuum, meanwhile, will use its $100 million award to scale its trapped-ion quantum technology, another approach to building quantum computers. The company plans to work with GlobalFoundries (GFS) to manufacture next-generation ion traps and electronics using 300mm wafers, while Monarch Quantum will help develop lasers and optical components.<a href="https://stocktwits.com/symbol/GFS">GFS stock</a> gained over 1% in pre-market trade, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-jumps-intel-asml-high-na-euv-tsmc-samsung/cZt3vOqRJUg">Samsung, TSMC Commit To ASML's Next-Gen Chip Machines, But Intel Got There First</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

3D illustration of a working quantum computer. Quantum computing concept (Photo by adventtr via Getty Images).

The U.S. government is committing a combined $300 million to D-Wave Quantum, Rigetti Computing and Quantinuum.

D-Wave Quantum Inc

Quantinuum Inc.

Defiance Quantum ETF

Yes, still bullish

No, losing confidence

Waiting to see earnings first

Never was bullish

Quantum computing stocks - like $IONQ, $RGTI, and $QBTS - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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IonQ Inc

 - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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