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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

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

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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Pacific Biosciences of California (PACB) Reports Q3 Loss, Beats Revenue Estimates

Pacific Biosciences (PACB) delivered earnings and revenue surprises of +15.39% and +7.16%, 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.

Pacific Biosciences of California (PACB) Rises As Market Takes a Dip: Key Facts

In the latest trading session, Pacific Biosciences of California (PACB) closed at $2.9, marking a +2.47% move from the previous day.

Glaukos (GKOS) Q3 Earnings and Revenues Surpass Estimates

Glaukos (GKOS) delivered earnings and revenue surprises of +491.67% and +24.99%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Here's Why You Should Hold PacBio Stock in Your Portfolio for Now

PACB's growing clinical adoption, advanced sequencing technologies and rising consumables sales support growth, but funding headwinds and margin pressures persist.

Cathie Wood-Led Ark Invest Sells PLTR, GOOG, SHOP Stocks — But Loads Up On PACB, FRNM And Other Biotech Firms

Ark Invest reduced its exposure to several widely followed technology stocks during the session.

Pacific Biosciences of California (PACB) Declines More Than Market: Some Information for Investors

The latest trading day saw Pacific Biosciences of California (PACB) settling at $2.06, representing a -3.74% change from its previous close.

In the most recent trading session, Pacific Biosciences of California (PACB) closed at $1.99, indicating a -2.93% shift from the previous trading day.

PacBio Teams With TychoBio to Advance AI-Driven RNA Therapeutics

PACB partners with TychoBio to harness AI and long-read RNA sequencing for rare disease therapies, aiming to improve drug efficacy and safety through advanced data models.

Why Pacific Biosciences of California (PACB) Dipped More Than Broader Market Today

The latest trading day saw Pacific Biosciences of California (PACB) settling at $2.3, representing a -15.44% change from its previous close.

• Reported GAAP EPS of -$0.11 up 8.33% YoY
• Reported revenue of $40.56M up 5.52% YoY
• PacBio now expects revenue for full-year 2026 to be in the range of $155M to $160M; change versus prior guidance not stated in the release.

PacBios gross margins were lower than Q3 2025 amid higher memory and Vega transition costs; Revio pull-through was $204M versus $236M; CFO stepped down during replacement search.

PacBio reported over half of Revio consumables revenue tied to SPRQ-Nx; Vega delivered 35 systems, more than 90% to new customers; GeneDx and Verily collaborations and a five-year VA contract included long-read sequencing.

Pacific Biosciences of California, Inc. engages in the development, manufacture, and marketing of advanced sequencing solutions for genetic analysis. It operates through the following geographical segments: America, Europe, Middle East, and Africa, and Asia Pacific. The company was founded by Stephen Turner and Joseph Vincent Bonventre on July 14, 2000 and is headquartered in Menlo Park, CA.

Pacific Biosciences of California Inc

Bearish 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)

Arcturus Therapeutics Holdings Inc

ARK Fintech Innovation ETF

ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

ARK Next Generation Internet ETF

Beam Therapeutics Inc

Caredx Inc

Coinbase Global Inc

Circle

Robinhood Markets Inc

Illumina Inc

Lilly(Eli) & Co

Tempus AI Inc

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Do you think Jensen Huang will be removed as Nvidia’s (

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.13	--	--	N/A
Q3 '26	-$0.13	-$0.12	10.80%	BEAT
Q2 '26	-$0.14	-$0.14	-2.44%	MISSED
Q1 '26	-$0.14	-$0.03	78.82%	BEAT
Q4 '25	-$0.14	-$0.13	9.53%	BEAT

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