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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp after-hours drop drew attention as traders linked the move to the FAAs nationwide ground stop after communications problems, while speculation about a cyberattack or AI involvement remained unverified. The discussion also reflected wider pressure on tech and AI stocks tied to uncertainty around Nvidia, with traders divided between seeing the selloff as an overreaction and expecting further weakness.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summits FDA review of ivonescimab for EGFR-mutated lung cancer is driving a binary-outcome debate over approval versus a possible rejection or request for more evidence. Bulls point to strong progression-free-survival results and encouraging survival trends, while bears focus on the FDAs stated need for statistically significant overall-survival evidence; recent weakness has also prompted speculation about a negative outcome, though traders say price action alone is not proof.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The upcoming Phase 3 REGAL trial readout for SELLASs AML treatment GPS dominates discussion, with traders focused on the binary clinical catalyst. Bulls anticipate strong results, while skeptics cite the stocks sharp volatility and warn of failure risk or a sell-the-news reaction; claims of short-term manipulation remain speculation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians volatile, weak share performance is driving debate, with traders blaming heavy short-selling and persistent selling pressure while bulls point to improving deliveries, the R2 ramp, and upcoming autonomy developments. Sentiment remains split between concern over cash burn and execution and hopes that the companys growth initiatives can improve its outlook.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

Reports of an FAA nationwide ground stop tied to air-traffic-control communications problems are drawing attention to AAL, with traders discussing possible departure delays and rerouting. Some characterize the disruption as brief, while speculation about its cause remains unverified.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Reported takeover discussions involving Silver Lake and Saudi Arabias PIF are driving speculation, though no deal is confirmed; traders disagree over whether a potential offer would undervalue Unity. The interest is reinforced by strong quarterly results and the companys first GAAP-profitable quarter, with bullish call activity and breakout chatter alongside skepticism about the rally.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius selloff is being tied to its earnings outlook and delays in activating third-party data-center capacity, which push expected revenue into a later period and have prompted analyst price-target cuts. Traders are divided between viewing the execution and heavy-capex concerns as a reason for further downside and treating the drop as an overreaction, with broader weakness in AI and neocloud stocks adding pressure.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos stronger-than-expected quarterly results and raised full-year outlook, driven largely by demand for its Wegovy pill, have fueled renewed buying interest. Traders are debating whether the oral drugs momentum can support a sustained recovery amid Lilly competition and concerns about Novos execution.

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

Jensen Huangs abrupt departure is driving debate over Nvidias leadership transition, with traders speculating about his return and possible successors while others worry about leadership uncertainty and scrutiny of chip exports to China. Bulls argue Nvidias business remains strong and point to earnings, while bears see unresolved risks weighing on confidence.

HawKeye 360, Inc. engages in the provision of defense technology. It offers spectrum monitoring, maritime intelligence, air defence radar monitoring, GNSS interference detection, and communications mapping. Its costumers include a wide range of commercial, government and international entities. The company was founded by Charles T. Clancy, Robert G. McGwier, Chris DeMay and John Serafini in 2015 and is headquartered in Herndon, VA.

HawkEye 360 Inc.

HAWK is drawing attention after reporting record third-quarter revenue and raising its full-year outlook, with traders also highlighting international growth, contract demand, and plans for lower-cost satellites. The community reaction is broadly bullish on the results and rally, though claims of institutional accumulation and further upside remain speculative.

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Can Ondas Convert Its $835M Backlog Into Sustainable Growth?

ONDS' $835 million backlog boosts revenue visibility and supports ambitious 2027 targets, but acquisition integration, margin pressure and execution risks remain.

Ondas Q3 Earnings Show Wider Loss, Revenues Beat Estimates

ONDS' Q3 2026 revenues surge more than 16-fold, beating estimates, but widening losses and margin pressure overshadow strong orders and a higher 2026 outlook.

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Intuitive Machines posted record $269 million in revenues and a $1.9 billion backlog, fueled by major space contracts and expanding lunar opportunities.

Cathie Wood Boosts Bets On 2 AI Firms Amid Nvidia’s Huang Upheaval — Here’s How Her Trading Week Unfolded

Equity

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.

Cathie Wood's ARK Invest Buys $3M In KTOS Stock — Kratos Defense Eyes 22% Revenue Growth In 2027 

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


Kratos And Seagate Just Announced A Partnership – A Look At The Key Highlights 

Kratos CEO Eric DeMarco said the partnership would give defense customers an additional option for critical launch and testing missions, with offshore platforms providing greater operational flexibility.


Axon's Connected Devices Unit Gains Momentum: Can It Sustain?

AXON's strong demand for TASER 10 and body cameras fuels growth, but federal Dedrone project delays weigh on its 2026 revenue outlook despite solid momentum.

KTOS Q3 Earnings Call Highlights Growth Plans and 2027 Outlook

Kratos raises its 2026 outlook and targets stronger growth in 2027, fueled by defense orders, hypersonic programs and expanding drone and engine production.

Kratos Defense Stock Declines 17.1% in a Month: Should You Buy the Dip?

KTOS' strong bookings, record backlog and expanding defense and space opportunities support growth, but cash flow pressures and lower ROE raise caution.

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

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

• Reported GAAP EPS of $0.24 up 71.43% YoY
• Reported revenue of $471.8M up 35.73% YoY

Kratos shifted to quarterly operating and net losses, reported operating cash use tied primarily to working capital, and cited input-cost inflation, labor shortages, and hiring challenges adversely impacting execution.

Kratos grew quarterly revenue through KGS hypersonic-related business, reported higher backlog with funded commitments, and cited increased Firejet demand requiring expanded Oklahoma City manufacturing capacity by end 2027.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Bearish Sentiment

<ul class="summary-bullets"><li>ARK disclosed about $75.53 million in purchases across 10 stocks through Thursday.</li><li>They include $16.16 million in Nvidia on Monday and $16.02 million in CoreWeave on Thursday.</li><li>ARK sold 733,514 BYD shares across four consecutive sessions despite Wood’s optimism that expensive oil would accelerate EV adoption.</li></ul><p>Cathie Wood’s ARK Investment Management bought more than $32 million worth of <a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">Nvidia</a> and CoreWeave shares this week as Jensen Huang’s leadership crisis rattled AI stocks, while adding to Archer Aviation and cutting BYD every day.</p><p>ARK’s disclosures from Monday to Thursday showed estimated purchases of $75.53 million across 10 stocks. Nvidia and CoreWeave accounted for about 43% of the buying, even as the firm trimmed Palantir, Amazon and Tempus AI.</p><p>“The market’s uncertainty is understandable, but we believe the economy is on a stronger growth trajectory than most investors recognize,” Wood&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CathieDWood/status/2119103890339590569">said</a> recently on X.</p><h2 class="st-heading-2"><strong>Wood Puts $32M Into Two AI Names</strong></h2><p>ARK’s AI buying began on Monday with 90,443 Nvidia (NVDA) shares across five ETFs, worth about $16.16 million. The purchase came days before Nvidia announced Huang’s resignation as president, CEO, and a director on Thursday. CFO Colette Kress took over as interim CEO while retaining her finance role, with the company still scheduled to report earnings next week.</p><p>ARK added another major AI bet on Thursday, buying 283,022 CoreWeave (CRWV) shares worth about $16.02 million through ARKK and ARKW. The purchase came as CoreWeave fell nearly 7%, surrendering part of Wednesday’s almost 25% earnings rally. Its report showed $3.66 billion in revenue, a $132.5 billion backlog, and a higher annual revenue outlook of $13 billion to $13.3 billion.</p><p>CoreWeave also expected $9 billion in customer prepayments and deposits over the next three months, providing funding for its expansion. “That financial flexibility positions us to keep delivering the infrastructure and software customers need to build, run, and scale AI,” CEO Michael Intrator said.</p><p>ARK’s purchases came alongside cuts elsewhere in the AI trade. The firm sold 68,955 Palantir (PLTR) shares and 26,909 Amazon (AMZN) shares during the week.</p><h2 class="st-heading-2"><strong>Wood Sees More Room For The AI Boom</strong></h2><p>Wood’s optimism is mostly based on cheaper AI driving wider adoption and higher profits. In her latest “In The Know”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ark-invest.com/videos/market-commentary/november-2026-in-the-know-cathie-wood">episode</a>, she estimated that inference costs are falling about 99% annually for a fixed level of performance. Yet, adoption remains uneven. Citing Ramp data, she said the top 1% of companies spend nearly $10,000 per employee monthly on frontier models, compared with just over $800 for the top 10% and $15 for the rest.</p><p>“Accelerated depreciation is very helpful, and profit margins are near their highs. Productivity could take them higher,” Wood said, adding that companies may need to share those gains with employees. She pointed to Apple’s use of cheaper models where suitable and acknowledged risks if venture funding for heavy AI users dried up, although she did not expect that outcome.</p><p>Wood also said that annual AI training and inference cost declines of 75%-99% suggest CPI and PPI understate software deflation, despite rising memory-chip prices.</p><h2 class="st-heading-2"><strong>Wood Keeps Buying Into Aerospace Race</strong></h2><p>ARK bought Archer Aviation (ACHR) and Rocket Lab (RKLB) for three straight sessions, Tuesday through Thursday. Archer led the week’s purchases by share count, with 1.9 million shares worth $8.79 million. The buying followed Monday’s announcement of an FAA market survey certificate enabling planned piloted operations in Los Angeles and progress toward acquiring Boeing’s Wisk, Insitu and SkyGrid businesses.</p><p>ARK also added 87,823 Rocket Lab shares worth about $5.59 million. The company disclosed more than $515 million in new Neutron contracts and a record $3.57 billion backlog, although the rocket’s debut is targeted for no earlier than 2027.</p><p>The firm bought another 131,724 Kratos (KTOS) shares worth about $4.74 million after the defense company reported more than $1 billion in quarterly bookings.</p><h2 class="st-heading-2"><strong>Wood: Bullish On EVs, Sells BYD</strong></h2><p>ARKQ sold BYD (BYDDY) shares every day from Monday through Thursday, offloading 733,514 shares despite Wood’s optimism about EV adoption. Wood said that expensive oil is accelerating the switch to EVs. With transportation accounting for 57% of oil consumption, she expects electrification to curb oil demand and ease inflation.</p><p>The selling also came despite BYD reporting an 11% increase in October vehicle sales and more than doubling overseas shipments.&nbsp;</p><h2 class="st-heading-2"><strong>Prime And Twist Lead ARK’s Biotech Buying</strong></h2><p>ARKG bought 1.7 million Prime Medicine (PRME) shares worth about $7.5 million on Wednesday, a day before the company outlined key milestones for 2027. Prime expects data from two liver-disease programs next year and plans to file for approval of PM359 in the first half. It also disclosed a completed $143.7 million financing.</p><p>ARK added 72,834 Twist Bioscience (TWST) shares worth about $8.32 million on Thursday, when the company reported positive quarterly adjusted EBITDA. Across three sessions, it also bought 52,692 Scribe Therapeutics (SCTX) shares worth about $892,450.</p><p>Meanwhile, ARK sold 153,689 Tempus AI (TEM) shares and 478,402 Absci (ABSI) shares. The Absci sale came before Thursday’s update confirming that interim data from its experimental hair-loss treatment was expected in December.</p><h2 class="st-heading-2"><strong>ARK Adds Fintech Bets, Trims Crypto Holdings</strong></h2><p>ARK added to its fintech bets, buying 405,720 SoFi (SOFI) shares worth $6.80 million on Monday and 33,241 eToro (ETOR) shares worth about $716,676 on Tuesday. The purchases followed SoFi’s outlook for $6.4 billion in 2027 adjusted revenue and coincided with eToro’s Tuesday announcement of a $250 million buyback.</p><p>Meanwhile, ARK sold 103,997 Block shares, 65,376 Bullish shares and 64,295 shares of the ARK 21Shares Bitcoin ETF. It also trimmed Honeywell Aerospace, Airbus, Teradyne, Synopsys, Broadcom and Personalis.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-mechanical-bid-nvda-stock-questions-nvidia-succession-plan-asia-sales/cNbbpPXR9O1">NVDA Stock Hovers Near The Bottom Of Mag 7 After Huang Turmoil — But Burry Spots A ‘Mechanical Bid’ Keeping Sellers At Bay&nbsp;</a></p>

CEO & Chief Investment Officer of ARK Invest, Cathie Wood, addresses the audience at Altice Arena Centre Stage during the second day of the Web Summit 2022 in Lisbon. (Photo by Hugo Amaral/SOPA Images/LightRocket via Getty Images)

Apple Inc

Archer Aviation Inc

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ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

ARK Autonomous Technology & Robotics ETF

ARK Next Generation Internet ETF

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CoreWeave Inc

Palantir Technologies Inc

Prime Medicine Inc

Rocket Lab USA Inc

Twist Bioscience Corp

Block Inc

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$ONDS

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