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CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is drawing attention as cybersecurity stocks outperform, with traders pointing to an Evercore channel survey indicating firming security budgets and spending on identity and AI security; recent AI-related vulnerability headlines also feature in the discussion. Bullish traders cite the sectors strength, while skeptics argue the rally is excessive given the stocks high valuation.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers continued share-price weakness is fueling frustration, with traders debating whether robotaxi competition and the departure of its autonomous-mobility chief threaten its strategy. Others argue the market is overlooking the profitable core business and Ubers potential role connecting riders with autonomous fleets, while upcoming earnings are seen as an important test.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Reports that Instacart is exploring a sale and has held preliminary takeover talks with Uber and DoorDash are driving attention. Traders are reacting to the potential buyout, though some question whether a deal will happen and flag competition and regulatory hurdles.

Palo Alto Networks, is a cybersecurity company that provides cybersecurity platforms and services to enterprises, organizations, service providers, and government entities. Its offerings include network and AI security, cloud security, security operations, and identity security solutions. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Cybersecurity shares rallied after an Evercore ISI channel survey indicated enterprise security budgets are firming, with spending directed toward identity and AI security; escalating vulnerability reports also reinforced the demand theme. Traders welcomed PANWs relative strength, though some remain cautious about its rich valuation and earnings-related volatility.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

PHAT is drawing attention after BDR Pharmaceuticals sued the FDA over VOQUEZNAs exclusivity, raising concern that generic competition could arrive earlier and weighing on the shares. Traders are divided: bears see a lingering legal overhang, while bulls stress the suit targets the FDAnot Phathomand does not mean a generic application has been accepted or competition approved.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies amid Middle East and Iran tensions, with traders focused on the risk that renewed conflict could disrupt oil supplies. The community is divided between bulls citing supply risks and breakout momentum and bears calling the move overextended or vulnerable to a reversal if tensions ease.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is rising alongside a broader cybersecurity-sector rally, with traders also citing analyst price-target increases and new autonomous-security products highlighted at its OneCon conference. Some see company-specific momentum in the AI offerings, while others say the move largely tracks gains across the sector.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

The sharp pullback is being linked by traders to broader aerospace-sector weakness, rising oil and jet-fuel concerns, and Safran comments suggesting softer widebody-market growth; some also point to geopolitical and macro volatility. The community is divided between viewing the decline as an overreaction with Rolls-Royces fundamentals intact and expecting further downside after the stocks run-up.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

The FDA accepted Biohavens resubmitted Vyglxia (troriluzole) application for spinocerebellar ataxia, setting a Q1 2027 decision goal and planning an advisory committee review; the update sparked excitement about a potential first commercial product. Traders remain divided, with some viewing the acceptance as a meaningful second chance and others stressing it is not an approval and that the FDAs earlier concerns remain relevant.

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 clinical pipeline is driving attention, particularly its planned prostate-cancer BLA submission and newly discussed NSCLC and glioblastoma data. Bullish traders see the results and regulatory progress as validation, while others focus on the share-price decline, CEO stock sales, possible dilution, and weakness across biotech.

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Cathie Wood's ARK Invest Adds These Nuclear Names For A Second Straight Day Even As Their Shares Have Plummeted More Than 60% In 2026

Equity

On Wednesday, ARK Investment Management reported purchasing Oklo and X-Energy stocks for a combined value of $3.42 million across multiple exchange-traded funds.

Stocktwits Midweek Energy Roundup: Brent Crosses $110 A Barrel, Musk’s Comments On Power For AI, Key Earnings Check

Oil prices have surged as concerns over Middle East supplies mount, with Brent crude breaching $110 a barrel and U.S. West Texas Intermediate rising to about $99.

Cathie Wood Sells $5.4 Million Worth of Palantir Stock as Ark Continues to Dump PLTR, Analyst Warns Valuation Prices In 'Years of Exceptional Execution'

Cathie Wood's Ark sold Palantir shares and bought Oklo and X-Energy shares on Tuesday, Oct. 20, 2026.read more...

BE Stock Leads Energy Rally After SpaceX CEO Elon Musk Says AI’s Real Constraint Is Power And Cooling, Not Chips

Musk said power, cooling, and electrical equipment infrastructure are “somewhat of a limiting factor” for the AI buildout. 

Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. X-Energy

Key PointsOklo and X-Energy both produce innovative next-gen reactors...

X-Energy Expands Nuclear Pipeline With New Indiana Reactor Proposal

X-Energy shares rose after signing an agreement with AEP to assess a proposed 960-megawatt small modular reactor project in Indiana.read more...

 X-Energy, Amazon, AEP Partner To Evaluate Feasibility Of 960 MW Nuclear Project In Indiana – A Look At The Key Highlights

AEP CEO Bill Fehrman said the agreements with Amazon and X-energy would provide all necessary capital protections and financial safeguards.



AEP Partners With Amazon And X-energy On Indiana Nuclear Study

(RTTNews) - Electric utility American Electric Power Co., Inc. (AEP) announced on Monday that it has signed a joint development agreement with Amazon.com, Inc. (AMZN) and X-energy, Inc. (XE) to evaluate the feasibility of an advanced nuclear project in Sullivan County, Indiana...

AEP Partners with Amazon and X-energy to Explore Advanced Nuclear Energy in Indiana

AEP Partners with Amazon and X-energy to Explore Advanced Nuclear Energy in Indiana AEP Partners with Amazon and X-energy to Explore Advanced Nuclear Energy in IndianaPR NewswireCOLUMBUS, Ohio, Oct. 19, 2026 Joint development plan aimed at benefitting Hoosiers without raising costs for...

Jim Cramer: This Health Care Stock Is A 'Winner', X-Energy Is 'Losing Too Much Money'

Cramer favors McKesson and Medtronic, while avoiding X-Energy and Cipher; he says Vishay is overpriced and advises waiting for a dip.read more...

X-Energy, Inc. designs and develops nuclear reactor technology. The company manufactures nuclear fuels. It provides the Xe-100 reactor that is designed to generate 80 megawatts of electric power or 200 megawatts of thermal output (heat) and TRISO-X, a fuel for reactors. The company was founded in 2009 and is headquartered in Rockville, Maryland.

X-Energy Inc. - Ordinary Shares- Class A

Bullish Sentiment

<ul class="summary-bullets"><li>On Wednesday, the ARK Autonomous Technology &amp; Robotics ETF bought 134,201 XE shares at a total market value of $1.5 million and 42,230 OKLO shares for a total of $1.2 million.&nbsp;</li><li>Meanwhile, ARK Space &amp; Defense Innovation ETF bought 66,146 shares of XE worth about $720,300.&nbsp;</li><li>XE stock now accounts for about 0.58% of the total weight across all ARK Invest funds, while OKLO stock accounts for about 0.15% of the total weight.&nbsp;</li></ul>Cathie Wood’s ARK Investment Management is shoring up Oklo Inc. (OKLO) and X-Energy Inc. (XE) shares even as the nuclear stocks have seen a sharp selloff in 2026.&nbsp;On Wednesday, the asset management company reported buying OKLO and XE stocks for a combined value of $3.42 million across multiple exchange-traded funds.&nbsp;This was the firm’s second consecutive day of purchasing shares in both companies.&nbsp;<h2 class="st-heading-2">How Much Did ARK Invest Buy Of OKLO, XE Shares?</h2>On Wednesday, the&nbsp;<a href="https://stocktwits.com/symbol/ARKQ">ARK Autonomous Technology &amp; Robotics ETF (ARKQ)</a> purchased 134,201 XE shares at a total market value of $1.5 million. The firm also purchased 42,230 OKLO shares for a total of $1.2 million via the same ETF.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/ARKX">ARK Space &amp; Defense Innovation ETF (ARKX)</a> bought 66,146 shares of XE worth about $720,300.&nbsp;On Tuesday, ARK Invest bought XE shares worth $4.5 million across the&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF (ARKK)</a> and ARKQ. It also bought $4.1 million of OKLO shares via ARKQ.&nbsp;<a href="https://stocktwits.com/symbol/XE">XE stock</a> now accounts for about 0.58% of the total weight across all ARK Invest funds, while&nbsp;<a href="https://stocktwits.com/symbol/OKLO">OKLO stock</a> accounts for about 0.15% of the total weight.&nbsp;<h2 class="st-heading-2">OKLO, XE Share Performance</h2>In 2026, OKLO and XE shares have plunged more than 60% each amid a challenging environment for small modular reactor (SMR) stocks.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261022_102026634_9946e053ee.png" alt="koyfin_20261022_102026634.png" width="2400" height="1500"></figure>OKLO stock has tumbled 80% from its highs this year due to concerns around its heavy capital spending, massive share dilution, widening losses, and broader sector-wide headwinds.&nbsp;XE stock is down nearly 52% from its yearly highs because of heavy cash burn, its pre-revenue business model, delays in construction and project timelines, and cooling momentum in SMR stocks.&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About OKLO, XE Stocks?</h2>On Stocktwits, retail sentiment around OKLO stock was ‘neutral’ at the time of writing amid ‘high’ message volumes.&nbsp;One bullish user&nbsp;<a href="https://stocktwits.com/Scottykinnns/message/666988712">said</a>, “$OKLO this runs with Meta and Tesla needing more power after their double-beat earnings like SpaceX.”Meanwhile, retail sentiment around XE stock was ‘bullish’ at the time of writing amid ‘high’ message volumes.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of US company ARK Investment Management LLC is displayed on a smartphone in front of abstract background on computer screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

ARK Innovation ETF

ARK Autonomous Technology & Robotics ETF

ARK Space Exploration & Innovation ETF

Oklo Inc.

X-Energy Inc

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