Mid cap News

Operating expenses fell for a third straight quarter, lowering Gemini's third-quarter net loss to $58.6 million from $159.5 million.

Wall Street firms cut Nvidia’s rating citing Jensen Huang’s departure while rival AMD drew upgrades.

Lee cited Nvidia’s chip-design lead, CUDA ecosystem, engineering talent and buyback capacity, calling it AI’s best risk-reward.

AST SpaceMobile announced its Japanese venture and detailed Blacklift’s development, spending needs, and potential launch-cost savings.

ARK bought about $8.79 million in Archer, $5.59 million in Rocket Lab and $4.74 million in Kratos, with Archer leading purchases by share count.

Samsung is reportedly in talks to acquire Modine as interest in AI cooling grows.

Tech plans cover optical chips, U.S. chip factories, AI data-center connections and satellite communications.

Cathie Wood’s ARK Invest bought 85,203 Kratos Defense shares.

Retail investors are optimistic ahead of Ondas' Q3 results, with attention on sales growth, profit, and defense deals.

Sellas director Katherine Bach Kalin's purchased shares would be worth nearly $534,000 if retained, representing a 430% paper gain.

Cathie Wood’s ARK Invest bought 348,176 Archer Aviation shares.

Founder Patrick Soon-Shiong said sepsis trials would begin soon in the U.S. and Europe.

Heavy prediction-market investments, a weak outlook, and rising costs weigh on DraftKings.

Strong AI infrastructure growth helped RUM deliver 290% revenue growth and its first adjusted EBITDA profit.

Despite quantum chip progress and $497 million in cash, Rigetti CEO sees commercialization roughly three years away.

Freedom Broker turned bullish on MP Materials, highlighting its valuation and expected manufacturing cost savings.

Investors are watching RUM’s AI-driven growth from its $13.7-billion Anthropic deal, data center expansion, and rising short interest.

AST expects materials and launch costs to average $21 million to $23 million per satellite across more than 90 Block 2 BlueBirds.

Cathie Wood’s ARK Invest bought 134,1239 Archer Aviation shares after third-quarter earnings.

The latest order advances Ondas’ low-cost attack drones production plans.

MercadoLibre and Temple & Webster are his two largest positions, each accounting for over 10% of his portfolio.

Victory Capital increased its holdings 982% to 231,562 shares, nearly eleven times its previous position.

Wells Fargo downgraded DraftKings, while Guggenheim and Truist trimmed their price targets.

Jason Calacanis said he bought another $1 million of Uber shares at $65, calling it half price under his valuation model.

Skydance posted $7 billion in third-quarter revenue and $73 million in net income, excluding Warner Bros. Discovery's results

Peptides+ launches by November’s end, offering personalized treatments, blood testing, and ongoing clinical care.

Archer’s third-quarter loss per share fell short of expectations while the company ended the quarter with a $1.4 billion cash reserve.

Barclays viewed Verizon as a wild card and AT&T as the weakest strategic fit.

CEO Jeff Green sees AI as a major growth driver, highlighting new agentic AI tools and expanding opportunities in connected TV.

Longer term, Rocket Lab wants half of Neutron’s capacity for its own services and sees potential Neutron non-GAAP gross margins above 50%.

Higher expenses widened USA Rare Earth’s adjusted losses, even as commercial shipments from Brazil commenced.

AST maintained its 2026 revenue forecast of $150 million to $200 million, with potential upside from recent contracts.

Geode’s largest ownership stake was in Sellas at 3%, followed by Iovance at 2% and ImmunityBio at 1%.

Consumer ETFs posted gains while the S&P 500 had its worst week in 18 months, with buyout offers and a beat-and-raise quarter driving the biggest winners.

Planet Labs is expanding satellite manufacturing as governments ramp up defense spending.

All 28 Solstice patients completing 96 weeks had undetectable virus.

Ondas’ high short interest, growing orders and production expansion plans are drawing attention.

Blacklift is designed to carry up to five BlueBird satellites per launch starting in late 2028.

Investors grew concerned about rising costs, business challenges and changing demand in the betting, AI and cloud computing industries.

Hims & Hers will report results on Monday after its Lilly agreement expanded access to Zepbound and Foundayo.

Several companies are preparing to report quarterly results later this week, while key economic data releases will give investors fresh clues about inflation.

Palihapitiya argued that tighter scrutiny of data center projects could slow the expansion of computing capacity just as leading AI companies race to improve their models and products.

During an interview with CNBC, Ed Yardeni argued that the recent market turbulence has been driven partly by panic and unwinding leverage.

The economist argued that a political shift to the left could fuel higher inflation, creating an especially favorable environment for gold.

Munster argued that while AI infrastructure growth could slow in the near term, the long-term opportunity remains largely unchanged.

Speaking on Bloomberg Radio and CNBC on Friday, Ives acknowledged that the Democratic victories could complicate the AI infrastructure buildout.

The latest round of trades touched multiple ARK ETFs, spanning artificial intelligence, semiconductors, biotechnology, defense and space-related companies.

Several Wall Street analysts adjusted their ratings and price targets across the semiconductor, software, payments and cryptocurrency mining sectors.

AMC Entertainment has posted record third-quarter revenue and adjusted EBITDA.

RDW missed revenue estimates, while VOYG beat sales forecasts and added NASA work.