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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

Nvidia shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

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

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news 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 rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

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

SMCI is drawing attention as traders debate whether renewed scrutiny around Nvidia CEO Jensen Huang and alleged China-related chip diversions is weighing on the stock by association; some argue the concerns are speculative or unrelated to SMCI. The debate is sharpened by the stocks weak performance despite recent strong results and raised guidance, with bulls pointing to its valuation and bears citing governance, cash flow, and margin risks.

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Cathie Wood-Led Ark Loads Up On GOOG, AMD, NVDA And Biotech Stocks — But Sells CRWV, AVGO, LLY

Equity

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

Iambic Presents Updated IAM1363 Clinical Data at ESMO 2026, Showing Durable Responses with a Favorable Tolerability Profile in Heavily Pretreated Participants with HER2-Driven Cancers

Iambic Therapeutics, Inc. (Iambic) (Nasdaq: IAM), a clinical-stage life sciences and technology company developing novel medicines using its AI-driven platform, today announced updated clinical data for IAM1363, a selective and brain-penetrant HER2 tyrosine kinase inhibitor (TKI), from its ongoing...

Iambic Announces Pricing of Initial Public Offering

Iambic Therapeutics, Inc. (Iambic) (Nasdaq: IAM), a clinical-stage life sciences and technology company advancing novel medicines using its AI-driven platform, today announced the pricing of its initial public offering of 9,375,000 shares of common stock at a public offering price of $16.00 per...

Iambic Therapeutics, Inc. develops AI driven platform for drug discovery. It combines proprietary AI-driven platforms with the expertise of experienced drug discovery scientists to identify, design, and optimize novel therapeutic candidates across a range of disease areas. The company was founded by Thomas Miller and Fred Manby on October 14, 2019 and is headquartered in San Diego, CA.

Iambic Therapeutics Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>Alphabet featured among ARK's notable purchases, with the investment firm adding shares through its ARK Innovation and ARK Next Generation Technology ETFs.</li><li>ARK also continued buying into the defense and aerospace space, with shares of Kratos Defense being purchased across three ETFs.</li><li>Ark also added to positions in AeroVironment, Joby Aviation, Intuitive Machines and Rocket Lab.</li></ul>Cathie Wood-led ARK Investment Management made fresh moves across its portfolio on Friday, adding to several high-profile technology stocks while trimming exposure to a handful of established names.The latest round of trades touched multiple ARK ETFs, spanning artificial intelligence, semiconductors, biotechnology, defense and space-related companies. The activity also included changes to some of the firm's cryptocurrency and healthcare holdings.<h2 class="st-heading-2">ARK Loads Up On GOOG, AMD, NVDA Despite Tech Sell-Off</h2>Alphabet Inc. (GOOG) featured among ARK's notable purchases, with the investment firm adding shares through ARK Innovation ETF (ARKK) and ARK Next Generation Technology ETF (ARKW).The buying also extended to semiconductor heavyweights Advanced Micro Devices Inc. (AMD) and Nvidia Corp. (NVDA), both of which saw additions through ARKW.ARK also continued buying into the defense and aerospace space. Kratos Defense &amp; Security Solutions Inc. (KTOS) was purchased across three ETFs, namely, ARKK, ARK Autonomous Technology &amp; Robotics ETF (ARKQ) and ARK Space &amp; Defense Innovation ETF (ARKX).Ark added to positions in AeroVironment Inc. (AVAV), Joby Aviation Inc. (JOBY), Intuitive Machines Inc. (LUNR) and Rocket Lab Corp. (RKLB) through ARKX.Healthcare and biotechnology names featured prominently in the buying activity as well. ARK added to Natera Inc. (NTRA) through both ARK Genomic Revolution ETF (ARKG) and ARKK, alongside purchases of Tempus AI Inc. (TEM), Twist Bioscience Corp. (TWST), 10x Genomics Inc. (TXG), Scribe Therapeutics Inc. (SCTX) and Iambic Therapeutics Inc. (IAM).ARKW also picked up shares of Cerebras Systems Inc. (CBRS), while ARKK added to its Coinbase Global Inc. (COIN) position.<h2 class="st-heading-2">ARK's Sells</h2>On the selling side, CoreWeave Inc. (CRWV) and Broadcom Inc. (AVGO) were among the prominent technology names trimmed through ARKK. The ETF also reduced its position in Eli Lilly &amp; Co. (LLY), alongside sales of Teradyne Inc. (TER) and Bullish (BLSH).Bullish was sold across three funds, namely, ARK Blockchain &amp; Fintech Innovation ETF (ARKF), ARKK and ARKW, making it one of the more widespread reductions in Friday's trading activity.ARK's other sales included BYD Co. Ltd. (BYDDY) through ARKQ, while ARKG reduced its holdings in CareDx Inc. (CDNA) and Personalis Inc. (PSNL). ARKX also trimmed Teradyne.<a href="https://stocktwits.com/symbol/ARKK">ARKK’s price</a> rose more than 3% in Friday’s regular trading session. Retail sentiment on Stocktwits around ARKK trended in the ‘bearish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mike-mc-glone-doubles-down-on-10-k-bitcoin-doom-call-stock-bear-market-has-started/cNGVm8wR9IL">Mike McGlone Doubles Down On $10K Bitcoin Doom Call: 'Stock Bear Market Has Started'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, chief executive officer and chief investment officer, Ark Invest, gestures as she speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 7, 2022. (Photo by Marco Bello/Getty Images)

ARK Fintech Innovation ETF

ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

ARK Autonomous Technology & Robotics ETF

ARK Next Generation Internet ETF

ARK Space Exploration & Innovation ETF

AeroVironment Inc.

Broadcom Inc

Bullish

BYD Co Ltd/ADR

Cerebras Systems Inc

Caredx Inc

Coinbase Global Inc

CoreWeave Inc

Alphabet Inc - Ordinary Shares - Class C

Joby Aviation Inc

Kratos Defense & Security Solutions Inc

Lilly(Eli) & Co

Intuitive Machines Inc

Natera Inc

Personalis Inc

Rocket Lab USA Inc

Scribe Therapeutics

Tempus AI Inc

Teradyne, Inc.

Twist Bioscience Corp

10x Genomics Inc - Ordinary Shares - Class A

Buying the dip

Selling or trimming

Holding

Waiting for the investigation results to decide

Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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