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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

IREN is caught in a sharp selloff across AI data-center and neocloud stocks, amid concerns about heavy borrowing, tighter financing, and Elon Musks warnings about stranded compute and capital constraints. Traders are split between fears that funding and execution risks threaten the sector and bullish views that persistent AI demand and IRENs power and customer relationships support its longer-term prospects.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Traders are debating how reported U.S.-Iran de-escalation signals could affect SPY, with some expecting a relief bounce and others focused on continued conflict risk and elevated oil prices as sources of market pressure. The discussion also reflects caution ahead of the Fed decision, major tech earnings, and inflation data, with sentiment split between bulls and bears.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential runoff is driving sharp swings in EWZ, as traders weigh hopes for a more market-friendly Bolsonaro outcome against fears of a Lula win and a reversal of the rally. Bullish call activity and breakout talk compete with short bets and downside hedging amid election uncertainty.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude surges amid fears that renewed U.S.-Iran conflict and Houthi attacks could disrupt Middle East oil flows. Bulls see supply risk sustaining the rally, while skeptics argue that de-escalation or a deal could quickly unwind the war premium and that the move looks overstretched.

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 about tightening debt markets and consolidation among AI neoclouds has intensified a selloff in the sector, with traders debating whether Nebius is exposed to financing and execution risks. Bulls argue NBIS is better positioned than some peers because of its financing access and compute demand, while bears fear broader credit stress could weigh on the business.

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

Nu Holdings latest results, highlighted by its first quarterly profit above the billion-dollar mark and continued strong growth, are driving bullish attention. Traders are celebrating the profitability and expansion, while some remain cautious about credit quality and the stocks volatile price action.

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

Brazils presidential election is driving discussion, with traders positioning around a possible Flvio Bolsonaro win and speculating that more market-friendly policies could benefit Petrobras; others warn that the outcome is uncertain and the stock could see a sell-the-news reaction. Elevated oil prices are also cited as support for the shares.

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 earnings have sparked debate after strong revenue growth and a beat on expectations failed to prevent a share-price pullback, as investors focus on declining profitability and margin pressure from heavy investment in logistics and credit. Bulls view the spending as a growth investment, while skeptics question when margins will recover.

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

Elon Musks warning that financing is drying up for neoclouds and that many could fail or consolidate has intensified concern about CoreWeaves debt-heavy expansion and borrowing costs. Bears fear refinancing pressure and dilution, while bulls argue that strong AI-compute demand, contracted business and Nvidias backing could support the company; some traders also question Musks motives.

Green Thumb Industries, Inc. engages in the manufacture and distribution of branded cannabis products. Its brands include RYTHM, Dogwalkers, Beboe, Good Green, Doctor Solomon’s, and &Shine. It operates through the Retail and Consumer Packaged Goods segments. The Retail segment focuses on retailing cannabis to patients and consumers. The Consumer Packaged Goods segment refers to the cultivation, production, and sale of cannabis products to retail stores. The company was founded by Benjamin Kovler and Max Cohen on February 18, 2002 and is headquartered in Chicago, IL.

Green Thumb Industries Inc - Ordinary Shares (Sub Voting)

Green Thumb Industries

Green Thumb is drawing attention amid the federal cannabis-rescheduling proceedings, with traders reacting to the judges rejection of a bid to reopen the hearing and the scheduled end of the stay. Bulls see a step toward Schedule III and potential tax relief and cite GTBIFs financial position and buybacks, while skeptics worry about further delays and complain that the stock is lagging other cannabis names.

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ASND Shares Shrug Off Positive European Opinion For FDA-Approved Achondroplasia Drug

Equity

Ascendis said the Committee for Medicinal Products for Human Use adopted a positive opinion on Ascendis’s application seeking approval for the drug in achondroplasia.

MLTX Stock On Track For Worst Week Since Last Fall As FDA Filing Date For Skin Disease Drug Draws Near

MLTX has faded since a mid-June rally on year-long hidradenitis suppurativa data and an August psoriatic arthritis readout, leaving the stock more than 75% below its 52-week high.


BNTX Shares Rise On Goldman Sachs Upgrade, Optimism For Cancer Portfolio

Goldman raised the price target on BioNTech SE to $142, up from $115.

Why Did BioNTech Stock Surge 10% Pre-Market Today?

DualityBio now plans to discuss the next steps with the Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA) of China regarding the submission of an application for Trastuzumab Pamirtecan approval.


Ascendis Pharma Eyes Best Open In A Month After Q4 Print, But BofA Cuts Price Target: Retail Gets Buzzing

The brokerage adjusted its 2025 Yorvipath sales forecast downward, expecting a more backloaded ramp.


T. Rowe Price ExchangeTraded Funds Inc - T. Rowe Price Capital Appreciation Equity ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Final European Commission authorization is still pending, with a decision expected in the fourth quarter of 2026 and a potential first launch in Germany in the first quarter of 2027.</li><li>Ascendis has three approved commercial products.</li><li>TransCon CNP, marketed as YUVIWEL in the U.S., received FDA approval in February 2026.</li></ul>Ascendis Pharma (ASND) said on Friday that it has received a positive European regulatory opinion for its once-weekly treatment for children with achondroplasia.Shares of the company closed down 0.6%, as investors likely viewed the positive opinion as expected, provided it is already approved in the U.S. TransCon CNP, marketed as YUVIWEL in the U.S., received FDA approval in February 2026 to increase linear growth in children two years and older with open growth plates.<h2 class="st-heading-2">CHMP Opinion On Ascendis Drug</h2>Ascendis said the Committee for Medicinal Products for Human Use adopted a positive opinion on Ascendis’s application seeking approval for the drug in achondroplasia for children two years of age and older whose epiphyses, or the expanded end of a long bone, are not closed. The opinion followed review of data from three randomized, double-blind, placebo-controlled trials plus up to three years of open-label extension results, including the pivotal ApproaCH trial. Final European Commission authorization is still pending, with a decision expected in the fourth quarter of 2026 and a potential first launch in Germany in the first quarter of 2027.Chief Executive Officer Jan Mikkelsen said the positive opinion reflects the unique profile of TransCon CNP and that the therapy remains a foundational product in the company’s growth disorder portfolio supporting its longer-term objectives.Ascendis has three approved commercial products, including TransCon CNP. In the second quarter, or its first quarter of commercial sales, the drug recorded €7.6–8 million in revenue, accounting for a small portion of the company’s overall product revenue of €315 million. YORVIPATH accounts for a lion’s share of the company’s overall sales.<h2 class="st-heading-2">How Did ASND Retail Traders React?</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/ASND">ASND stock</a>&nbsp;stayed within bearish territory over the past 24 hours, while message volume stayed within normal levels.ASND stock has gained 6% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/omeros-shares-slide-after-chmp-upholds-negative-opinion-on-drug-analyst-sees-buying-opportunity-at-16/cZxKQ9ERBtG">Omeros Shares Slide After CHMP Upholds Negative Opinion On Drug; Analyst Sees Buying Opportunity At $16</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Ascendis Pharma logo is displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

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