SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares are under pressure ahead of earnings, with traders focused on whether heavy AI spending can generate returns and whether AI competition threatens Searchs advertising business; some also cite broader selling in large-cap tech. Bears expect weakness if Search or spending outlook disappoints, while bulls argue Cloud and AI growth support the business and are buying the dip.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Leaked Phase 3 results for Moderna and Mercks personalized melanoma vaccine with Keytruda showed a 42% reduction in recurrence or death risk, but MRNA sold off sharply as traders judged the positive data short of expectations built into its steep run-up. The community is split between viewing the drop as a sell-the-news reaction to strong results and arguing that the efficacy, commercial prospects, or valuation remain disappointing; concerns about the leak and extreme volatility also feature in the debate.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp selloff in silver has put SLV in focus, with traders reacting to the funds steep decline and debating whether it reflects broader market and rate pressures or a technical breakdown. Bears see further downside, while some investors are treating the drop as a buying opportunity; claims of market manipulation remain speculation.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is benefiting from a broader rotation into software and renewed optimism that AI can strengthen established enterprise platforms rather than displace them. Traders also debate the Braze acquisition, weighing its potential to expand AI-powered marketing against concerns about the price and integration risks.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp selloff in gold has put GLD under pressure, with traders debating why it is falling alongside risk assets despite geopolitical tensions and its traditional safe-haven role. Messages point to a stronger dollar, elevated yields and inflation-related rate concerns as possible headwinds, while some traders see the decline as a buying opportunity.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

Disclosed share sales by CEO John Giamatteo are driving debate over whether the transactions signal a lack of confidence or reflect equity compensation and tax obligations; some traders also point to weakness across tech stocks as contributing to the decline. Bulls counter with QNXs record royalty backlog and adoption momentum, while skeptics question how quickly that future demand will translate into revenue.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

A broad-market pullback has VOO traders debating whether the decline is a buyable dip or the start of a deeper correction, with concerns about rising Treasury yields, inflation and possible Fed rate hikes weighing alongside weakness in tech. Others point to support levels and continued long-term buying as reasons not to overreact.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

A reported UK government subsidy deal to support Rolls-Royces UltraFan demonstrator and potential return to the narrow-body engine market is drawing attention, though the funding has not been finalized. Traders are reacting to the news with optimism while also debating the stocks sharp pullback and whether it reflects broader market pressure or a buying opportunity.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

RIOT is drawing attention amid a steep selloff across Bitcoin miners, with traders citing Bitcoin weakness and concerns about the sectors capital-intensive AI/data-center pivots and financing. Sentiment is largely frustrated and bearish, though some traders view oversold conditions as a possible stabilization point.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

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Microsoft Corporation

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Cathie Wood's ARK Invest Adds These Nuclear Names For A Second Straight Day Even As Their Shares Have Plummeted More Than 60% In 2026

Equity

On Wednesday, ARK Investment Management reported purchasing Oklo and X-Energy stocks for a combined value of $3.42 million across multiple exchange-traded funds.

RKLB Stock’s Slide Hits Day 7: Cathie Wood’s ARK Buys The Dip As Rocket Lab Touts Mars Record Amid Neutron Delay 

Rocket Lab highlighted its hardware’s role in Perseverance’s record-setting 28.1-mile journey on Mars.

Cathie Wood-Led Ark Invest Sells AMD, SPCX, GOOG Stocks — But Loads Up On CMPS, NTLA, CRSP And Other Healthcare Firms

The trades put some of Ark's better-known holdings on the sell side, including AMD, Alphabet, and SpaceX, while its genomics-focused ARK Genomic Revolution ETF continued to add to biotech companies.

JOBY Stock Drops To Near Two-Year Lows After Barclays Downgrade On Manufacturing Capacity Doubts 

Sector peer Archer Aviation, meanwhile, gained a bullish outlook from Barclays. 

RKLB Rises Overnight: Cathie Wood’s ARK Puts Neutron ‘Close To The Falcon 9’ — Firms ‘In Dire Need’ Of Launches 

SpaceX’s Starlink and upcoming StarMind deployments could create an opening for Rocket Lab if Neutron delivers.

Cathie Wood’s ARK Invest Adds Kratos Defense, AeroVironment Stocks As Pentagon Bets On Drones To Drive Future Warfare

ARK Invest bought millions of dollars worth of Kratos and AeroVironment shares, increasing its drone investments as the Pentagon pushes ahead with autonomous warfare plans. 


Cathie Wood’s ARK Invest Loads Up On Joby, Archer Aviation As Airtaxi, Defense Prospects Grow 

ARK Invest bought 2.56 million Archer shares and 753,000 Joby shares, investing $16.2 million.

Cathie Wood’s ARKG Is Crushing Her Other ETFs: 2 Biotech Bets Have Surged Nearly 6X This Year 

Twist’s Lilly agreement and involvement in Anthropic research highlight its role in building and testing AI-designed proteins.

RKLB Stock’s 2-Week Rally Is On The Line — But Cathie Wood’s ARK Is Loading Up As Wall Street Sees 55% Upside 

ARK Investment Management bought 233,482 RKLB shares across ARKK, ARKQ and ARKX, worth about $16.5 million.

Teradyne Partners With GS Microelectronics On New Semiconductor Test Center — Targets AI, Silicon Photonics And Auto Chips

The multi-year partnership gives chip developers access to Teradyne’s advanced test systems as increasingly complex AI and next-generation semiconductor designs require more intensive evaluation before production.

ARK ETF Trust - ARK Autonomous Technology & Robotics ETF

Bullish Sentiment

<ul class="summary-bullets"><li>On Wednesday, the ARK Autonomous Technology &amp; Robotics ETF bought 134,201 XE shares at a total market value of $1.5 million and 42,230 OKLO shares for a total of $1.2 million.&nbsp;</li><li>Meanwhile, ARK Space &amp; Defense Innovation ETF bought 66,146 shares of XE worth about $720,300.&nbsp;</li><li>XE stock now accounts for about 0.58% of the total weight across all ARK Invest funds, while OKLO stock accounts for about 0.15% of the total weight.&nbsp;</li></ul>Cathie Wood’s ARK Investment Management is shoring up Oklo Inc. (OKLO) and X-Energy Inc. (XE) shares even as the nuclear stocks have seen a sharp selloff in 2026.&nbsp;On Wednesday, the asset management company reported buying OKLO and XE stocks for a combined value of $3.42 million across multiple exchange-traded funds.&nbsp;This was the firm’s second consecutive day of purchasing shares in both companies.&nbsp;<h2 class="st-heading-2">How Much Did ARK Invest Buy Of OKLO, XE Shares?</h2>On Wednesday, the&nbsp;<a href="https://stocktwits.com/symbol/ARKQ">ARK Autonomous Technology &amp; Robotics ETF (ARKQ)</a> purchased 134,201 XE shares at a total market value of $1.5 million. The firm also purchased 42,230 OKLO shares for a total of $1.2 million via the same ETF.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/ARKX">ARK Space &amp; Defense Innovation ETF (ARKX)</a> bought 66,146 shares of XE worth about $720,300.&nbsp;On Tuesday, ARK Invest bought XE shares worth $4.5 million across the&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF (ARKK)</a> and ARKQ. It also bought $4.1 million of OKLO shares via ARKQ.&nbsp;<a href="https://stocktwits.com/symbol/XE">XE stock</a> now accounts for about 0.58% of the total weight across all ARK Invest funds, while&nbsp;<a href="https://stocktwits.com/symbol/OKLO">OKLO stock</a> accounts for about 0.15% of the total weight.&nbsp;<h2 class="st-heading-2">OKLO, XE Share Performance</h2>In 2026, OKLO and XE shares have plunged more than 60% each amid a challenging environment for small modular reactor (SMR) stocks.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261022_102026634_9946e053ee.png" alt="koyfin_20261022_102026634.png" width="2400" height="1500"></figure>OKLO stock has tumbled 80% from its highs this year due to concerns around its heavy capital spending, massive share dilution, widening losses, and broader sector-wide headwinds.&nbsp;XE stock is down nearly 52% from its yearly highs because of heavy cash burn, its pre-revenue business model, delays in construction and project timelines, and cooling momentum in SMR stocks.&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About OKLO, XE Stocks?</h2>On Stocktwits, retail sentiment around OKLO stock was ‘neutral’ at the time of writing amid ‘high’ message volumes.&nbsp;One bullish user&nbsp;<a href="https://stocktwits.com/Scottykinnns/message/666988712">said</a>, “$OKLO this runs with Meta and Tesla needing more power after their double-beat earnings like SpaceX.”Meanwhile, retail sentiment around XE stock was ‘bullish’ at the time of writing amid ‘high’ message volumes.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of US company ARK Investment Management LLC is displayed on a smartphone in front of abstract background on computer screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

ARK Innovation ETF

ARK Autonomous Technology & Robotics ETF

ARK Space Exploration & Innovation ETF

Oklo Inc.

X-Energy Inc

Very bullish

Cautiously bullish

Cautiously bearish

Very bearish

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