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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks response.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary Q1 update, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly earnings beat expectations, but softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

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

Reported Chinese orders for export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

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 is caught in a sharp neocloud and AI-infrastructure selloff, with traders citing financing and debt concernsespecially around CoreWeaveand doubts about whether AI spending will deliver adequate returns. The community is split between viewing the decline as sector-wide fear and a buying opportunity given continued compute demand, and expecting further weakness until funding risks ease.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

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

Intel is drawing attention after a sharp semiconductor-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

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 caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

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

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

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

SELLAS shares are drawing attention as traders anticipate the 80th event in the Phase 3 REGAL trial, which would trigger the trials final analysis; the results remain uncertain. The community is split between optimism that the catalyst could support a larger move or attract a buyer and skepticism that the recent rebound reflects anything more than volatile trading without new company news.

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CHMP Backs Ionis TRYNGOLZA For Severe Hypertriglyceridemia In Europe

(RTTNews) - On Friday, Ionis Pharmaceuticals (IONS) announced that the European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) has recommended approval of TRYNGOLZA (olezarsen) for adults with severe hypertriglyceridemia (sHTG...

TRYNGOLZA (olezarsen) recommended for approval in the EU by CHMP for severe hypertriglyceridemia (sHTG)

Ionis Pharmaceuticals, Inc. (Nasdaq: IONS) today announced that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has adopted a positive opinion recommending the indication extension for TRYNGOLZA (olezarsen) as an adjunct to diet, in combination with...

Novartis Strengthens RNA Therapeutics Pipeline With $7.8B Abogen Deal

NVS gains global rights to Abogen's ABO2203, expanding its RNA therapeutics push with a potential new approach to B-cell-mediated autoimmune diseases.

4 RNA Therapeutics Stocks Leading the Next Wave of Innovation

RNA therapeutics are gaining momentum as Alnylam, Ionis, Wave Life Sciences and Arcturus advance innovative treatments targeting a range of diseases.

Ionis Delivers Positive Late-Stage Results for Two Partnered Drugs

IONS posts positive phase III results for two partnered drugs, with ulefnersen meeting its ALS endpoint and sefaxersen cutting proteinuria.

Ionis announces positive interim data from partner Roches Phase 3 IMAgINATION study in IgA nephropathy (IgAN)

Ionis Pharmaceuticals, Inc. (Nasdaq: IONS) and partner Roche today announced positive prespecified interim results from the ongoing Phase 3 IMAgINATION study evaluating investigational sefaxersen in adults with primary IgA nephropathy (IgAN). The study met its primary endpoint with sefaxersen...

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

Equity

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


NVS Gets Positive CHMP Opinion for Cosentyx for Another Indication 

NVS' Cosentyx wins a positive EU opinion for PMR, backed by late-stage data, potentially expanding its use beyond existing inflammatory conditions.

Investors Dumped Ionis Pharmaceuticals Stock -- But Wall Street Hasn't Budged From Its Bullish Outlook

Key PointsIonis has six commercial therapies, mostly focused on rare diseases...

Can AstraZeneca's Broad Pipeline Offset Recent Setbacks?

AZN's pipeline setbacks weigh on its stock, but a deep late-stage pipeline and 20+ expected readouts offer key catalysts.

Ionis Pharmaceuticals, Inc. engages in the development and commercialization of human therapeutic drugs using antisense technology. The company was founded by Stanley T. Crooke, David J. Ecker, Christopher K. Mirabelli, and Brett P. Monia on January 10, 1989 and is headquartered in Carlsbad, CA.

Ionis Pharmaceuticals Inc

Neutral Sentiment

<ul class="summary-bullets"><li>ARKG bought about $4.5 million of IONS, $3 million of VCYT, $2.6 million of BEAM and $1.9 million of SCTX.</li><li>The ETF sold roughly $2.5 million of 10x Genomics.</li><li>ARK made a $37 million bet on META across ARKK, ARKW and ARKF ETFs.</li></ul>Cathie Wood’s ARK Invest piled into technology and biotech stocks on Monday, adding Meta Platforms (META) alongside four biotech firms, Ionis Pharmaceuticals (IONS), Veracyte (VCYT), Scribe Therapeutics (SCTX) and Beam Therapeutics (BEAM), while trimming its exposure to 10x Genomics (TXG).ARKG bought about 100,240 Ionis shares worth about $4.5 million, 74,880 Veracyte shares valued at nearly $3 million, more than 102,560 Beam shares worth roughly $2.6 million, and around 67,740 Scribe shares valued at $1.9 million. Meanwhile, the ETF sold just over 31,600 shares of 10x Genomics, worth roughly $2.5 million.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/IONS">IONS</a> gained 1.5%,&nbsp;<a href="https://stocktwits.com/symbol/SCTX">SCTX shares</a> were up 3%,&nbsp;<a href="https://stocktwits.com/symbol/BEAM">BEAM</a> edged 0.4% higher, while&nbsp;<a href="https://stocktwits.com/symbol/VCYT">VCYT</a> declined 0.5% in pre-market trading.<h2 class="st-heading-2">Biotech Catalysts In Focus</h2>The Ionis purchase follows the U.S. Food and Drug Administration’s (FDA) approval of Zanvastro for Alexander disease earlier this month. The rare genetic disorder damages the nervous system. It marked the company’s first independently launched neurology drug. Ionis also has several late-stage programs, including ION582 for Angelman syndrome, another genetic disorder.Beam recently reported updated Phase 1/2 data for BEAM-302 in alpha-1 antitrypsin deficiency. The protein deficiency can cause lung and liver damage. The study showed durable gene correction through 18 months of follow-up.Scribe is testing its CRISPR-based STX-1150 in a Phase 1 study for lowering LDL cholesterol, with initial human data expected in the first half of 2027. Veracyte expanded its cancer diagnostics portfolio last week by acquiring Convergent Genomics and its UroAmp bladder-cancer testing platform.<h2 class="st-heading-2">ARK Makes $37M Bet On META</h2>The biotech purchases came alongside another sizable bet on Meta Platforms (META) across three ETFs, namely the ARK Innovation ETF (ARKK), the ARK Next Generation Technology ETF (ARKW), and the ARK Blockchain &amp; Fintech Innovation ETF (ARKF).ARK bought roughly $37 million of Meta shares Monday, including $23.2 million through ARKK, $9.6 million through ARKW and $4.1 million through ARKF.Meta shares surged more than 11% on Monday, before climbing 1% higher in pre-market on Tuesday, as investor enthusiasm grew around its new Muse AI assistant. The app has climbed to the top of Apple’s U.S. App Store,<a href="https://stocktwits.com/news-articles/markets/equity/meta-muse-could-be-a-bigger-threat-to-open-ai-anthropic-than-expected-says-top-tech-analyst/cZMP0NfRBea">&nbsp;while</a> Stratechery analyst Ben Thompson said Muse could pose a greater strategic threat to leading AI labs such as OpenAI and Anthropic than previously thought.<h2 class="st-heading-2">Retail’s Take On ARK Buys</h2>Retail sentiment around IONS on Stocktwits remained ‘bullish’ over the past 24 hours, while sentiment for SCTX, VCYT and BEAM trended into ‘bearish’ territory.Among the biotech stocks ARK bought on Monday, SCTX is the best performer and the only stock up this year, surging nearly 30%. VCYT and BEAM stocks are down in the single digits, 2% and 7%, respectively, while IONS has crashed around 43%.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-pause-after-record-ai-driven-rally-amd-meta-baba-gme-hood-grab-vktx-stocks-in-focus/cZMPK4cRBeX">Nasdaq, S&amp;P 500 Futures Pause After Record AI-Driven Rally: AMD, META, BABA, GME, HOOD, GRAB, VKTX Stocks In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

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)

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

ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

Beam Therapeutics Inc

Scribe Therapeutics

Veracyte Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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