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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 is under pressure as traders react to the boards investigation into CEO Jensen Huangs admitted affair and allegations that the woman involved had ties to Chinese intelligence; the espionage claims remain unverified. The community is split between concerns about leadership and disclosure risks and views that the selloff is an overreaction 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 drawing attention ahead of its quarterly results after a sharp share-price decline, with traders debating whether the selloff signals weak results or is an opportunity to buy the dip. The Eli Lilly obesity-drug partnership is viewed as a growth opportunity, but some investors worry that branded medications could pressure margins; speculation about an earnings leak remains unverified.

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 HOPE-3 cardiac results receiving an American Heart Association research award has renewed attention to deramiocel ahead of the FDAs November 22 PDUFA decision for Duchenne muscular dystrophy. Traders are largely hopeful for approvalespecially on upper-limb function, which they distinguish from the advisory panels negative cardiac votewhile others stress that the outcome and any cardiac label remain uncertain.

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 raised full-year outlook, driven by BRIUMVI sales growth, are the main focus, alongside the upcoming Phase 3 readout for a subcutaneous version of the drug. Traders are debating the sharp earnings-related pullback and recovery, with bulls emphasizing stronger guidance and commercial momentum while others question the muted share-price response.

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

SITC updates on Candels cancer programsespecially CAN-2409s systemic immune activation and biodistribution data in prostate cancerare renewing interest and viewed by bullish traders as support for the planned BLA filing. Others remain cautious, noting that biomarker findings do not replace the Phase 3 evidence and questioning the filing timeline and managements transparency.

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 support from Oppenheimers upgrade to Outperform on its AI and data-center outlook, alongside community discussion of Google Cloud using EPYC processors in its TPU infrastructure. Traders also see a possible rotation from Nvidia amid headlines about a board investigation into CEO Jensen Huang, while some caution that AMDs valuation and the sharp run-up leave room for volatility.

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 surging ahead of its Q3 results, with traders speculating about short covering and an possible earnings leak, though neither is confirmed. Bulls hope for a turnaround and stronger guidance, while skeptics warn that slowing ad growth and past post-earnings declines could lead to a reversal.

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

Axons quarterly results and reduced full-year outlook, tied largely to delayed federal Dedrone deployments, have driven a sharp selloff. Traders are split between buying the dip on continued growth and a strong business franchise, and staying cautious over the guidance cut, high valuation, and profitability concerns.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing heavy call activity and speculation that small caps are benefiting from a broad market squeeze, possibly on hopes of easing Iran-related risks and inflation. Bulls are chasing momentum, while skeptics question the moves strength, citing thin volume and limited inflows.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

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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.

Neutral 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?

Stocktwits

) 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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