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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas earnings beat has been overshadowed by concerns about sharply higher AI capital spending, negative free cash flow, and potential share issuance to help fund the buildout. Traders are split between viewing the post-earnings selloff as a buying opportunity near technical support and worrying that dilution and uncertain returns on AI investments could pressure the stock further.

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. 

Elon Musks warning that tighter debt markets could drive failures and consolidation among neocloud providers is weighing on Nebius and other AI-infrastructure stocks. Traders are split over whether Nebiuss financing and customer commitments set it apart or whether sector-wide funding and execution risks still threaten its expansion.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Lulas election victory triggered a broad selloff in Brazilian stocks, with traders linking NUs drop to uncertainty over Brazils fiscal direction and market outlook. The community is split between calling the decline an overreaction and buying opportunity, and expecting further downside.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is caught in a broad AI data-center selloff as traders react to Elon Musks warning that tighter financing could drive failures and consolidation among compute providers; they also cite the companys convertible-note offering as a source of dilution and selling pressure. Debate centers on whether CIFRs long-term leases and powered-site landlord model distinguish it from GPU-owning neoclouds, or whether sector financing and execution risks still weigh on the stock.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro has driven a sharp selloff in EWZ, as traders reassess Brazils political and fiscal outlook after markets had favored Bolsonaro. The community is split between seeing further downside from uncertainty and treating the drop as an overreaction or buying opportunity, with some noting the ETFs oil and commodity exposure may cushion losses.

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

Elon Musks warning that many neocloud companies could fail or consolidate, alongside concerns about debt and tighter financing, is driving attention to IREN and its peers. Traders debate whether the comments highlight real risks to capital-intensive data-center expansion or are competitive FUD; bulls cite IRENs contracts and infrastructure, while bears worry about further losses.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

Brazilian election results and uncertainty over the countrys policy direction are driving attention to XP alongside other Brazilian stocks. Traders have debated whether the political shock warrants further selling or a rebound, with some seeing a more business-friendly balance of power as supportive for Brazilian equities.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas election victory over Bolsonaro has put Petrobras and other Brazilian shares under pressure amid trader concerns about fiscal policy and political uncertainty. The community is split between viewing the selloff as a buying opportunity, citing Petrobrass oil assets and cash flow, and worrying about government influence and shareholder payouts.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres quarterly results are driving attention: strong commerce and fintech growth was met with a post-earnings selloff as investors focused on falling profitability and margin pressure from logistics and credit investments. Bulls see the spending as a growth investment and are buying the dip, while bears question how soon margins can recover.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor selloff, with traders focused on concerns that AI spending and debt may be unsustainable, alongside broader tech weakness. The community is split between expecting an oversold bounce or short squeeze and warning of further declines; many note that the funds 3x leverage magnifies volatility and losses.

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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.

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Block's AI-Powered Kiosk Launch to Drive Revenue and Merchant Growth

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Online Trading Platform Market Projected to Reach $18.18 Billion by 2031 as Mobile Becomes the Front Door for Retail Investors

Online Trading Platform Market Projected to Reach $18.18 Billion by 2031 as Mobile Becomes the Front Door for Retail Investors Online Trading Platform Market Projected to Reach $18.18 Billion by 2031 as Mobile Becomes the Front Door for Retail InvestorsPR NewswireVANCOUVER, BC, Oct. 3...

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the following segments: Square and Cash App. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Bullish 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

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SoFi Technologies ($SOFI) stock is falling despite reporting record Q2 2026 revenue of $1.22 billion, up 42% year-over-year, and raising its full-year guidance on strong lending and member growth. Are you buying the dip? Vote and explain your reasoning in the comments.

SoFi ($SOFI) stock is down despite record Q2 revenue and raised full-year guidance. Are you buying the dip?

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SoFi Technologies Inc

) stock is down despite record Q2 revenue and raised full-year guidance. Are you buying the dip?

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