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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

AMD is selling off with the semiconductor sector after Intels disappointing results and guidance heightened concerns about chip demand and AI spending. Traders disagree over whether the move is sympathy selling or a warning for AMD, with the companys Q3 results and guidance in focus; some see a buying opportunity while others cite valuation and downside risk.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum to expand in AI data-center optics is driving attention, as traders focus on dilution, the deals scale, and its lengthy closing timeline amid a sharp selloff. Some see the move as an expensive, risky deal for shareholders, while others argue the strategic fit could strengthen Marvells position in AI connectivity over the long term.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

CEO Wes Cummins comments that roughly 800 MW of planned data-center capacity still needs financing have heightened concerns about borrowing costs, debt and possible dilution amid a broader AI-infrastructure selloff. Traders are split between seeing financing as an execution risk and arguing that long-term leases and demand remain intact.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with the shares selling off as traders focus on the fixed exchange ratio, exposure to Marvells stock, and the long wait for closing. Many see the terms as unfavorable to Lumentum holders, while others argue the combination has strategic value in AI optics and are buying the decline.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

The steep selloff is widely attributed by traders to Usonas competing NDA filing and concern that Compass Pathways has yet to complete its own NDA submission. The community is divided over how serious the competitive threat issome see Usona as a first-mover risk, while others point to differences in indications and Usonas nonprofit structureand is looking for management to clarify Compasss regulatory timeline.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention amid a sharp, volatile retreat alongside AI and optics stocks, with traders debating whether concerns about AI spending and valuations justify the selloff or whether it is an opportunity ahead of earnings. Bulls point to data-center transceiver demand and capacity expansion, while bears focus on customer concentration, dilution and execution risks.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp selloff is being tied to a weaker-than-expected fourth-quarter outlook, with supply constraints and softer PC demand weighing despite a strong recent quarter. Traders are split between viewing the decline as an oversold buying opportunity and expecting further losses, amid broader pressure on technology and semiconductor stocks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure alongside other AI data-center and neocloud stocks, with traders focused on whether its upcoming earnings and guidance can demonstrate execution and a credible funding path for expansion amid high capital needs. The selloff has fueled fears of further losses and dilution, while some holders argue that contracted AI demand and the companys infrastructure remain valuable.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is selling off amid fears that Kioxias cautious outlook signals slowing NAND pricing growth, adding to broader weakness in memory and AI-related stocks despite SanDisks strong results and guidance. Traders are divided between concerns that earnings growth may be peaking and bullish arguments that demand and company fundamentals remain strong.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples fiscal Q4 earnings report is the dominant focus, with traders weighing holiday-quarter guidance and iPhone Duo demand against rising memory costs and a high valuation. Views are sharply split between hopes that a strong report will sustain the stocks relative strength and fears of a post-report pullback, with many seeing Apple as a potential driver of broader tech and index direction.

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

Equity

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

Beyond Meta, Cathie Wood’s ARKG Loads Up On These 4 Biotech Names

ARK’s latest portfolio moves spotlighted IONS, VCYT, SCTX, and BEAM as the firm increased its biotech exposure alongside a major Meta purchase.


Scribe Therapeutics, Inc. is a clinical-stage biotechnology company. It is engaged in the development of in vivo therapies. It develops custom engineered enzymes and delivery modalities as part of a proprietary, evergreen platform for CRISPR-based genetic medicine. The company was founded in June 2017 by Jennifer A. Doudna, Benjamin L. Oakes, David F. Savage, and Brett T. Staahl and is headquartered in Alameda, CA.

Scribe Therapeutics Inc.

Neutral Sentiment

<ul class="summary-bullets"><li>The trades spanned ARK's actively managed ETFs, with some positions appearing across more than one fund.</li><li><a class="mention" data-mention="$ARKK" data-symbol-id="ARKK" href="https://stocktwits.com/symbol/ARKK" target="_blank">ARK Innovation ETF</a> pared its stake in four prominent companies, namely, Palantir, Alphabet, Shopify, and Cloudflare.</li><li>The buying activity was concentrated in ARKG, where Ark added positions across a group of biotechnology companies rather than concentrating its purchases in a single stock.</li></ul>Cathie Wood-led Ark Invest made a series of portfolio adjustments on Friday, trimming several technology and growth names while adding to a handful of biotechnology holdings.The trades spanned ARK's actively managed ETFs, with some positions appearing across more than one fund. The activity included changes to both established holdings and smaller healthcare-focused names.<h2 class="st-heading-2">ARK Pares GOOG, PLTR, CRWD Stakes</h2>Ark Invest reduced its exposure to several widely followed technology stocks during the session.In the ARK Innovation ETF (ARKK), the firm sold 15,302 shares of Palantir Technologies Inc. (PLTR). It also sold 17,740 shares of Shopify Inc. (SHOP), 65,812 shares of Alphabet Inc. (GOOG) and 9,215 shares of Cloudflare Inc. (NET).ARK had pared its stakes in Alphabet and Shopify&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-ark-invest-buys-biotech-stocks-sells-amd-spcx-goog/cZxTVbERBnq">last week as well</a>. Alphabet and Cloudflare also appeared among the sales in the ARK Next Generation Technology ETF (ARKW). ARKW sold 11,355 shares of Alphabet and 2,786 shares of Cloudflare.ARKW also sold 9,240 shares of Palantir, along with shares of CrowdStrike Holdings Inc. (CRWD), Circle Internet Group Inc. (CRCL), Roblox Corp. (RBLX), Rubrik Inc. (RBRK), Block Inc. (XYZ) and Everpure Inc. (P).The ARKW trades included the sale of 42,499 shares of Circle and 34,222 shares of Roblox.<h2 class="st-heading-2">ARKG Continues To Load Up On Biotech Stocks</h2>The buying activity was concentrated in the ARK Genomic Revolution ETF (ARKG), where Ark added positions across a group of biotechnology companies rather than concentrating its purchases in a single stock.ARKG bought 68,266 shares of Pacific Biosciences of California Inc. (PACB), 22,479 shares of Scribe Therapeutics Inc. (SCTX) and 169,498 shares of Freenome Inc. (FRNM).Pacific Biosciences was also added to the ARK Innovation ETF.Across the two funds, Ark therefore bought Pacific Biosciences in both ARKG and ARKK, while the ARKG purchases also included Scribe Therapeutics and Freenome.<a href="https://stocktwits.com/symbol/ARKG">ARKG’s price</a> closed up by nearly 1% in Friday’s regular trading session and rose nearly 0.2% during the after-hours trade. Retail sentiment on Stocktwits around ARKG trended in the ‘neutral’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocktwits-weekly-spread-what-shaped-treasury-yields-and-the-dollar-this-week-2/cZUGd6zRBUa">Stocktwits Weekly Spread: What Shaped Treasury Yields And The Dollar This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, Founder & CEO, Ark Invest (Photo by Joe Raedle/Getty Images)

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

ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

ARK Next Generation Internet ETF

Circle

Crowdstrike Holdings Inc

Freenome, Inc.

Alphabet Inc - Ordinary Shares - Class C

Cloudflare Inc

Everpure Inc

Pacific Biosciences of California Inc

Palantir Technologies Inc

Roblox Corp.

Rubrik Inc. - Class A

Scribe Therapeutics

Shopify Inc

Block Inc

Up more than 3%

Flat to up 3%

Flat to down 3%

Down more than 3%

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