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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. 

Nebius strong quarterly results are being overshadowed by a softer near-term outlook, delayed capacity ramp, and sharply higher capital spending, which traders fear could pressure funding and lead to dilution. Bulls point to robust AI-cloud demand and customer prepayments, while bears focus on execution and the cost of expansion.

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

Reports that Nvidias board may remove Jensen Huang amid allegations about his personal relationships and related national-security concerns have driven a leadership-risk debate and selling pressure. Traders are split between fearing Huangs departure and further scrutiny could hurt Nvidia and the wider AI trade, and viewing the controversy as a distraction from intact chip demand and a buying opportunity.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 report is driving attention, with traders highlighting a revenue beat, larger backlog, raised revenue outlook and an earlier profitability target. Bulls are calling for a short squeeze, while skeptics point to ongoing losses, weaker margins, cash burn and dilution concerns amid a muted or falling share price.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines quarterly results beat expectations, with traders highlighting positive free cash flow and a record backlog; the NASA CLPS 2 selection is also part of the bullish backdrop. Bulls see evidence of improving execution, while skeptics point to ongoing losses, dilution and the need to convert backlog into billings.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

The approaching Nov. 22 FDA decision on Capricors deramiocel for preserving upper-limb function in Duchenne muscular dystrophy is driving attention, with managements confidence and a Buy upgrade adding to optimism. Traders are debating the binary outcome: many expect approval and speculate about short covering, while others point to the earlier advisory-panel concerns and warn that rejection remains possible.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Q3 results are driving attention, with traders weighing strong year-over-year growth, a large contracted backlog and project financing against a revenue miss. Reactions are divided between optimism about growth and concern over whether the backlog can convert into recurring revenue and profitability.

ERock, Inc. operates, designs, and installs distributed generation power systems. The firm primarily serves data centers, utilities, commercial and industrial businesses. The company was founded on 2006 and is headquartered in Houston, TX.

ERock Inc. - Ordinary Shares - Class A

ERocks Q3 results are drawing attention, with traders highlighting a return to profitability, strong revenue growth, an expanded backlog, and reaffirmed full-year guidance. Many see the results as validation of its natural-gas microgrid role in powering AI data centers, while others remain wary of volatility, short interest, and execution risks.

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

A strong quarterly report, raised outlook and large contracted backlog sparked a sharp rally, but traders focused on the subsequent pullback amid Nvidia CEO rumors and renewed concern about CoreWeaves debt and capital needs. Bulls called the Nvidia headlines temporary and pointed to AI demand, while bears questioned the durability of the backlog and the companys financing model.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures Q3 earnings beat revenue and EPS expectations, and traders also highlighted an increased share-buyback authorization. The reaction is broadly bullish on the results and operating leverage, though some traders were disappointed by the lack of stronger guidance and remain focused on take-rate concerns and volatile, short-heavy trading.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas caution that DefenCath reimbursement could decline through 2027 has weighed on CRMD, while CMSs finalized first-quarter add-on has prompted debate about whether the feared drop is overstated. Traders disagree over the impact on DefenCath adoption and revenue, with some treating DaVitas outlook as preliminary and others questioning managements communication and the reimbursement outlook.

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Wall Street Analysts Believe Vor Biopharma (VOR) Could Rally 124.59%: Here's is How to Trade

The consensus price target hints at a 124.6% upside potential for Vor Biopharma (VOR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Jefferies Financial Group Upgrades Vor Biopharma (NASDAQ:VOR) to Strong-Buy

Jefferies Financial Group upgraded shares of Vor Biopharma to a "strong-buy" rating in a report on Thursday...

Vor Biopharma Inc. (NASDAQ:VOR) Receives Consensus Rating of "Moderate Buy" from Brokerages

Vor Biopharma Inc. (NASDAQ:VOR - Get Free Report) has earned a consensus recommendation of "Moderate Buy" from the thirteen analysts that are presently covering the stock, Marketbeat reports. One...

Vor Biopharma Inc. (NASDAQ:VOR) Short Interest Down 17.3% in April

Vor Biopharma Inc. (NASDAQ:VOR - Get Free Report) was the target of a significant drop in short interest in the month of April. As of April 15th, there was short interest totaling 4,706,707 shares, a...

Vor Biopharma (NASDAQ:VOR) Director Ra Capital Management, L.P. Sells 165,150 Shares

Vor Biopharma Inc. (NASDAQ:VOR - Get Free Report) Director Ra Capital Management, L.P. sold 165,150 shares of the business's stock in a transaction dated Wednesday, April 22nd. The stock was sold at an average price of $15.77, for a total value of $2,604,415.50. Following the sale, the director...

Vor Biopharma (NASDAQ:VOR) Director Sells $2,711,856.51 in Stock

Vor Biopharma Inc. (NASDAQ:VOR - Get Free Report) Director Ra Capital Management, L.P. sold 171,963 shares of the stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $15.77, for a total transaction of $2,711,856.51. Following the sale, the...

Vor Biopharma (NASDAQ:VOR) Director Sells $7,462,931.08 in Stock

Vor Biopharma Inc. (NASDAQ:VOR - Get Free Report) Director Ra Capital Management, L.P. sold 458,411 shares of the firm's stock in a transaction that occurred on Friday, April 17th. The shares were...

Insider Selling: Vor Biopharma (NASDAQ:VOR) Director Sells 171,963 Shares of Stock

Vor Biopharma Inc. (NASDAQ:VOR - Get Free Report) Director Ra Capital Management, L.P. sold 171,963 shares of the company's stock in a transaction dated Monday, April 20th. The stock was sold at an...

Vor Biopharma (NASDAQ:VOR) Shares Down 4.4% - Here's What Happened

Vor Biopharma (NASDAQ:VOR) Shares Down 4.4% - Here's What Happened...

Does Vor Biopharma (VOR) Have the Potential to Rally 117% as Wall Street Analysts Expect?

The average of price targets set by Wall Street analysts indicates a potential upside of 117% in Vor Biopharma (VOR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Vor Biopharma, Inc. is a clinical-stage biotechnology company transforming the treatment of autoimmune diseases. It is focused on rapidly advancing telitacicept, a novel dual-target fusion protein, through Phase 3 clinical development and potential commercialization to address serious autoantibody-driven conditions worldwide. The company was founded by Aleks Radovic-Moreno and Siddhartha Mukherjee on December 30, 2015 and is headquartered in Boston, MA.

Vor Biopharma Inc

VOR Shares Rally Over 40% In Pre-Market Trade After JPMorgan Initiates Bullish Coverage 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Vor Biopharma shares surged over&nbsp;40%&nbsp;after JPMorgan initiated coverage of the company.&nbsp;</li><li>JPMorgan’s bullish stance comes amid Phase 3 clinical trial success for an autoimmune drug, telitacicept.&nbsp;</li><li>On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ while message volume rose to ‘extremely high’ levels.</li></ul>Shares of Vor Biopharma Inc. (VOR) rallied over 40% on Tuesday in premarket trading after JPMorgan initiated coverage of the clinical-stage biopharma company with a bullish stance.&nbsp;In a note on Tuesday, as cited by TheFly, JPMorgan awarded&nbsp;<a href="https://stocktwits.com/symbol/VOR">VOR</a> with an ‘Overweight’ rating and set a price target of $43. The firm said that it views VOR’s telitacicept, a recombinant fusion protein that is intended to treat autoimmune diseases, as "highly de-risked" across a range of indications.&nbsp;<h2 class="st-heading-2">Tapping Market Gaps</h2>JPMorgan’s coverage comes amid the pharma company’s success in its autoimmune disease treatment plans. In its latest quarterly results, VOR noted that telitacicept has “demonstrated consistent results on multiple efficacy endpoints, durable benefit, and a favorable safety profile”.&nbsp;VOR has a "significant valuation disconnect", JPMorgan said in its note, highlighting the probability-adjusted value of telitacicept to treat chronic conditions of myasthenia gravis and primary Sjogren's disease alone. The firm added that VOR, while focused on global indications that are less competitive, still has an unmet need that is significant.&nbsp;In other news, Vor Biopharma&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.vorbio.com/news-releases/news-release-details/vor-bio-announces-pricing-public-offering-100-million-common">announced</a> a $100 million public offering of common stock priced at $10 per share in November.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around VOR jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:1286/155;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_09_at_6_11_06_PM_png_fd2a6ad6c4.webp" alt="On Stocktwits, retail sentiment around VOR jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘extremely high’ levels." width="1286" height="155"></figure>One user on the platform predicted that VOR’s share price could go up to $20. The stock was trading around $10 at the time of writing.&nbsp;<a href="https://stocktwits.com/apux/message/638580684">https://stocktwits.com/apux/message/638580684</a>Shares of VOR have fallen almost 60% in the past one year.For updates and corrections, email newsroom[at]stocktwits[dot]com&nbsp;

Young female scientist working in laboratory (Representative image courtesy of Solskin via Getty Images)

The firm gave Vor Biopharma an ‘Overweight’ rating with a price target of $43. 

VOR Shares Rally Over 40%In Pre-Market Trade After JPMorgan Initiates Bullish Coverage 

The firm gave Vor Biopharma an ‘Overweight’ rating with a price target of $43. 


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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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