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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and raised full-year outlook, driven by AI-server demand, dominate discussion. Bulls view the results as validation and see the shares as undervalued, while skeptics cite margin, cash-flow and credibility concernsand question the muted stock reaction.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs stronger-than-expected quarterly results and upbeat outlook, driven by surging AI data-center demand, are fueling a sharp rebound and optimism that semiconductor demand remains strong. Bulls are celebrating the growth outlook and squeeze on bearish bets, while skeptics question the valuation, weaker cash flow, and reliance on data-center expansion.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm election results and the prospect of Democrats gaining control of Congress dominate discussion, with traders debating whether a potential setback for Trump would hurt DJT or ease political risk. Bears expect pressure if Republicans lose ground, while some bulls argue the election may be a routine midterm rebuke and point to the stocks rebound.

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

A letter from 28 HOPE-3 investigators urging FDA approval of deramiocel has renewed optimism ahead of the agencys Nov. 22 decision for the Duchenne muscular dystrophy therapy. Many traders see the physicians support as strengthening the case for approval and anticipate short covering, while others remain wary of the FDAs prior concerns about the trial data and the binary outcome.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Attention centers on Agility Robotics humanoid-robot exposure, with traders comparing it to Unitrees high-profile IPO and citing U.S. restrictions on Chinese robot imports as potential tailwinds. Bulls point to commercial deployments and major backers, while skeptics question the SPAC valuation, limited revenue, and ability to scale.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Aristas quarterly results beat expectations, and its next-quarter guidance came in well above forecasts, with traders pointing to accelerating AI-networking demand as the key driver. The strong report sparked a sharp rally and bullish calls for further gains, though some caution that elevated valuation and volatile post-earnings trading could bring profit-taking.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos Q3 results and raised full-year guidance are driving discussion: traders point to accelerating user growth and revenue and bookings above expectations, while noting a slight EPS miss. Reactions are split, with optimism that AI can improve the product countered by concerns about monetization, valuation and the shares post-earnings pullback.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs strong quarterly results and raised outlook are drawing attention, but shares sold off despite the beat. Traders are debating whether the reaction reflects lofty valuation and concerns about AI-data-center spending or a buying opportunity, with dip-buyers pointing to continued growth in connectivity products.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the following segments: Square and Cash App. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Blocks Q3 earnings beat estimates and the company raised its 2026 profit outlook, drawing bullish calls on growth in Cash App and Square. Skeptics question the quality of the beat, pointing to Bitcoin-related gains, rising credit losses and expenses, while some traders say the shares have failed to sustain the positive reaction.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters Q3 results and revenue outlook are driving attention, with traders focusing on growth and the planned Rev8 lidar production ramp for robotics and other Physical AI uses. Reactions are broadly positive on the reported beat, but some traders question the outlook and flag weaker gross margins as a risk.

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Beam Therapeutics Inc. (BEAM) Reports Q3 Loss, Misses Revenue Estimates

Beam Therapeutics (BEAM) delivered earnings and revenue surprises of -9.40% and -97.23%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Cathie Wood Loads Up On TEM, ILMN And Biotech Stocks — But Pares Stake In This Pharma Giant That Had A Blowout Q3

Equity

Ark Invest increased its exposure to several widely followed biotechnology stocks during the session.

3 Promising Genomics Stocks to Add to Your Portfolio Now 

Genomics and synthetic biology are transforming healthcare through precision medicine and gene editing, putting ILMN, QURE and TXG in focus as the markets expand.

Monte Rosa Therapeutics (GLUE) May Report Negative Earnings: Know the Trend Ahead of Q3 Release

Monte Rosa Therapeutics (GLUE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Beam Therapeutics (BEAM) Moves 15.6% Higher: Will This Strength Last?

Beam Therapeutics (BEAM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

PRME, BEAM, EDIT, NTLA, CRSP Stocks Gain As FDA Signals Faster Route For Patient-Specific Gene Edits

Under the FDA’s new draft guidance, companies can file one application that covers several versions of the same gene-editing treatment, as long as each version aims to make the same kind of genetic correction.


BEAM Stock Climbs On First Look At One-Time GSDIa Gene Fix; H.C. Wainwright Sees Further 200% Upside

BEAM-301 is a one-time liver-targeted treatment designed to correct a common genetic error that causes glycogen storage disease type Ia, or GSDIa.


Cathie Wood Keeps Buying Beam Therapeutics on the Dip. Should You Follow Her Lead?

Key PointsCathie Wood owns Beam shares worth roughly $220 million, at the stock's current price...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Beam Therapeutics Inc. - BEAM

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Beam Therapeutics Inc. - BEAM INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Beam Therapeutics Inc. - BEAMPR NewswireNEW YORK, Oct. 15, 2026NEW YORK, Oct. 15, 2026 /PRNewswire...

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.

Beam Therapeutics, Inc. is a biotechnology company, which engages in the establishment of integrated platform for precision genetic medicines. Its pipeline includes BEAM-101, BEAM-302, Engineered Stem Cell Antibody Paired Evasion (ESCAPE), BEAM-301, and BEAM-201. The company was founded by David R. Liu, Feng Zhang, Alexis Komor, Nicole Gaudelli, and J. Keith Joung on January 25, 2017 and is headquartered in Cambridge, MA.

Beam Therapeutics Inc

Bullish Sentiment

<ul class="summary-bullets"><li>ARK's actively managed ETFs made a mix of moves, trimming some established holdings while adding to smaller healthcare names.</li><li>ARK Genomic Revolution ETF increased its exposure to Tempus AI, Pacific Biosciences of California, Beam Therapeutics, and Arcturus Therapeutics.</li><li>Eli Lilly was among ARK’s notable trims on Friday, with its flagship ARK Innovation ETF paring its position despite Lilly’s blowout third-quarter performance.</li></ul>Cathie Wood’s ARK Invest made a series of moves across its actively managed ETFs on Friday, with the firm adding to several healthcare, genomics and cryptocurrency stocks.ARK's actively managed ETFs made a mix of moves, trimming some established holdings while adding to smaller healthcare names. Several stocks appeared in more than one fund.<h2 class="st-heading-2">ARK Loads Up On Biotech Stocks</h2>Tempus AI Inc. (TEM) was one of ARK’s more prominent biotech-related purchases. ARK added 61,114 shares through ARK Genomic Revolution ETF (ARKG) and another 93,407 shares through ARK Innovation ETF (ARKK), increasing its exposure to the AI-powered healthcare and genomics company across two funds.Illumina Inc. (ILMN) was another significant addition, with ARKK buying 43,130 shares of the genomics sequencing company.ARKG also added to several other biotechnology names, buying 133,767 shares of Pacific Biosciences of California Inc. (PACB), 22,687 shares of Beam Therapeutics Inc. (BEAM) and 64,483 shares of Arcturus Therapeutics Holdings Inc. (ARCT). ARKK separately bought another 346,507 shares of Pacific Biosciences.Outside healthcare and genomics, ARK added to Circle Internet Group Inc. (CRCL) and Coinbase Global Inc. (COIN) across multiple ETFs. ARK Blockchain &amp; Fintech Innovation ETF (ARKF) also bought 13,757 shares of Robinhood Markets Inc. (HOOD).<h2 class="st-heading-2">ARK’s Surprise Sell</h2>Eli Lilly &amp; Co. (LLY) was among the notable positions ARK pared on Friday. ARK’s flagship ARKK ETF sold 17,626 shares of the pharmaceutical giant.The move came after Lilly reported third-quarter results that topped expectations, with the company continuing to benefit from strong demand for its diabetes and obesity medicines.ARK also reduced its exposure to CareDx Inc. (CDNA), with the ARKG ETF selling 50,859 shares.Bullish (BLSH) was another recurring sell. ARK sold shares of the crypto-focused financial services company through ARKF, ARKK and ARKW, with the trades totaling more than 238,000 shares across the three ETFs.<a href="https://stocktwits.com/symbol/ARKG">ARKG’s price</a> fell nearly 7% in Friday’s regular trading session. Retail sentiment on Stocktwits around ARKG trended in the ‘bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/l3-harris-ba-report-record-backlogs-hii-raises-shipbuilding-revenue/cZUKNB8R9cf">Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue Forecast</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, Founder & CEO, Ark Invest, speaks during the second day of the FII PRIORITY Summit held at the Faena Hotel on February 20, 2025 in Miami Beach, Florida. (Photo by Joe Raedle/Getty Images)

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