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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

CoreWeaves steep selloff and repeated tests of its yearly lows are drawing attention amid concerns about heavy debt, costly financing, refinancing needs and insider selling, alongside broader doubts about AI-infrastructure spending. Traders are split: bears see financing risks as a threat to growth, while bulls point to its backlog and AI partnerships and view the selloff as overdone; analyst upgrades and ARKs buying have not dispelled skepticism.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a semiconductor selloff, with traders focused on CEO Hock Tans warning that some AI investing resembles gambling and his comments about capital constraints. The remarks and worries about AI spending and financing have fueled bearish sentiment, while other traders see the pullback as a buying opportunity based on Broadcoms AI-chip growth; many also complain that the stock has lagged semiconductor peers.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention amid a prolonged post-IPO selloff, with traders citing lockup expirations and insider-share supply, a TD Cowen price-target cut, and concerns about OpenAI customer concentration, scaling, and Nvidia competition. Bears see continued selling pressure, while bulls argue the decline is overdone and point to Cerebras AI-chip technology and backlog.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center buildout and heavy capital spending could strain cash flow, amplified by widening credit-risk indicators and broader jitters around AI infrastructure financing. Traders are split between fears that spending and customer concentration pose serious risks and the view that Oracles cloud demand and backlog can eventually justify the investment, with some buying the selloff.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Discussion centers on Starknets quantum-resistance narrative and the possibility of moving from an Ethereum L2 to an independent L1, alongside claims of a quantum-resistant Bitcoin transaction test on mainnet. Bulls see the technology and Bitcoin/privacy applications as catalysts, while skeptics point to past dilution, token unlocks and sharp price swings.

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

Nvidia is drawing attention amid a volatile AI and semiconductor rebound, as traders debate whether credit strains at AI infrastructure firms such as CoreWeave and uncertain returns on data-center spending could undermine chip demand. Dip buyers see continued AI demand and upcoming hyperscaler earnings and GTC commentary as reasons for confidence, while skeptics warn that the rally may fade.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas large equity offering has pressured shares, with traders citing dilution even as the capital is intended to support expansion. The selloff is being debated against the bullish AI and data-center demand outlook, prompting dip-buying while others remain concerned about volatility and the stocks valuation.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Scott Kirbys comments supporting a near-total inheritance tax have drawn sharp criticism, with some traders calling for a boycott of United. The discussion also focuses on the quarterly earnings report and recent share weakness, with traders divided between bearish concerns and potential upside if results and guidance reassure investors.

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 drawing attention amid a steep selloff across neocloud and AI-infrastructure stocks, as traders weigh Gartners warning that massive AI investments may not generate adequate returns and question funding risks; concerns about Horizon 2 handover delays add to the debate. Sentiment is split between traders calling the shares oversold and betting on an AI-demand recovery, and those expecting further downside over execution, financing, and market risks.

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Can KYMR's Targeted Protein Degradation Pipeline Drive Future Growth?

Kymera Therapeutics advances its targeted protein degradation pipeline, with KT-621 trials in atopic dermatitis and asthma marking key milestones amid competition in the field.

SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Kymera Therapeutics, Inc. (NASDAQ: KYMR)

SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Kymera Therapeutics, Inc. (NASDAQ: KYMR) SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Kymera Therapeutics, Inc. (NASDAQ: KYMR)PR NewswireNEW YORK, Oct. 12, 2026NEW YORK, Oct. 12...

Cathie Wood-Led Ark Invest Sells AMD, SPCX, GOOG Stocks — But Loads Up On CMPS, NTLA, CRSP And Other Healthcare Firms

Equity

The trades put some of Ark's better-known holdings on the sell side, including AMD, Alphabet, and SpaceX, while its genomics-focused ARK Genomic Revolution ETF continued to add to biotech companies.

Kuehn Law Encourages Investors of Kymera Therapeutics, Inc. to Contact Law Firm

Kuehn Law Encourages Investors of Kymera Therapeutics, Inc. to Contact Law Firm Kuehn Law Encourages Investors of Kymera Therapeutics, Inc. to Contact Law FirmPR NewswireNEW YORK, Sept. 30, 2026NEW YORK, Sept. 30, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is...

Kymera Therapeutics (KYMR) Up 10.2% Since Last Earnings Report: Can It Continue?

Kymera Therapeutics (KYMR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Can KT-621 Mark a Turning Point for Kymera Therapeutics?

KYMR advances KT-621 in atopic dermatitis and asthma, with earlier-than-expected AD data and potential phase III plans by mid-2027.

Kymera Therapeutics (KYMR) Q2 2026 Earnings Call Transcript

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KYMR Q2 Earnings and Revenues Top Estimates on Gilead, Sanofi Payments

Kymera Therapeutics beat revenue estimates as milestone payments boost results and advances KT-621 development, with key trial data expected by year-end.

Kymera Therapeutics, Inc. (KYMR) Reports Q2 Loss, Tops Revenue Estimates

Kymera Therapeutics (KYMR) delivered earnings and revenue surprises of +3.13% and +67.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Kuehn Law Encourages Investors of Kymera Therapeutics, Inc. to Contact Law Firm Kuehn Law Encourages Investors of Kymera Therapeutics, Inc. to Contact Law Firm PR Newswire NEW YORK, July 27, 2026 NEW YORK, July 27, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is...

Kymera Therapeutics, Inc. is a clinical-stage biopharmaceutical company dedicated to transforming the treatment of human diseases through the development of innovative, highly differentiated medicines. It focuses on discovering and developing novel small-molecule therapeutics that selectively degrade disease-causing proteins by harnessing the body’s natural protein degradation system. The company leverages targeted protein degradation (TPD) to develop medicines that address critical health challenges and have the potential to significantly improve patients lives. Its pipeline emphasizes oral small-molecule degraders, offering a new generation of convenient and highly effective therapies. The company was founded by Bruce Lee Booth and Nello Mainolfi on September 29, 2015 and is headquartered in Watertown, MA.

Kymera Therapeutics Inc

Neutral Sentiment

<ul class="summary-bullets"><li>The selling was concentrated across several of Ark's ETFs rather than limited to one part of the portfolio.</li><li>ARK Innovation ETF pared its stake in five prominent companies, namely, SpaceX, AMD, Alphabet, Robinhood Markets and Shopify.</li><li>The buying activity was concentrated in ARKG, where Ark added positions across a broad group of biotechnology companies rather than concentrating its purchases in a single stock.</li></ul>Cathie Wood-led Ark Invest reshuffled several of its holdings Friday, selling a number of prominent technology and growth names while adding to a wide range of biotechnology stocks.The trades put some of Ark's better-known holdings on the sell side, including Advanced Micro Devices Inc. (AMD), Alphabet Inc. (GOOG) and Space Exploration Technologies Corp. (SpaceX), while its genomics-focused ARK Genomic Revolution ETF (ARKG) continued to add to biotech companies.<h2 class="st-heading-2">Ark Pares AMD, SPCX, GOOG Stakes</h2>The selling was concentrated across several of Ark's ETFs rather than limited to one part of the portfolio.ARK Innovation ETF (<a class="mention" data-mention="$ARKK" data-symbol-id="ARKK" href="https://stocktwits.com/symbol/ARKK" target="_blank">ARKK</a>) pared its stake in five prominent companies, namely, SpaceX, AMD, Alphabet, Robinhood Markets Inc. (HOOD) and Shopify Inc. (SHOP).The trades extended beyond technology. ARK Blockchain &amp; Fintech Innovation ETF (ARKF) sold the ARK 21Shares Bitcoin ETF (ARKB) and DraftKings Inc. (DKNG), while ARKG reduced positions in Personalis Inc. (PSNL) and CareDx Inc. (CDNA). ARK Space &amp; Defense Innovation ETF (ARKX) sold Iridium Communications Inc. (IRDM).Among the technology names, the transactions included both semiconductor and internet exposure, with AMD, Alphabet and Shopify all appearing among ARKK's sales.<h2 class="st-heading-2">ARKG Adds Across Biotech</h2>The buying activity was concentrated in ARKG, where Ark added positions across a broad group of biotechnology companies rather than concentrating its purchases in a single stock.The purchases included gene-editing companies CRISPR Therapeutics AG (CRSP), Intellia Therapeutics Inc. (NTLA) and Beam Therapeutics Inc. (BEAM).Other companies which saw buying activity from ARKG included Nurix Therapeutics Inc. (NRIX), Guardant Health Inc. (GH), Kymera Therapeutics Inc. (KYMR), Compass Pathways PLC (CMPS), Alamar Biosciences Inc. (ALMR) and Freenome Inc. (FRNM).ARK Autonomous Technology &amp; Robotics ETF (ARKQ) also bought shares of Symbotic Inc. (SYM) and Kodiak AI Inc. (KDK).<a href="https://stocktwits.com/symbol/ARKG">ARKG’s price</a> closed up over 4% in Friday’s regular trading session and rose nearly 0.4% during the after-hours trade. Retail sentiment on Stocktwits around ARKG trended in the ‘bearish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-spectrum-deal-raises-asts-value-telecom-stocks/cZxTkNERBnp">SpaceX's Spectrum Deal Could Boost AST SpaceMobile’s Strategic Value — Analyst Calls ASTS 'Natural Satellite Partner' For Carriers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Alamar Biosciences Inc.

Advanced Micro Devices Inc

ARK 21Shares Bitcoin ETF

ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

ARK Autonomous Technology & Robotics ETF

ARK Space Exploration & Innovation ETF

Beam Therapeutics Inc

Caredx Inc

COMPASS Pathways

CRISPR Therapeutics AG

DraftKings Inc

Freenome, Inc.

Guardant Health Inc

Alphabet Inc - Ordinary Shares - Class C

Robinhood Markets Inc

Iridium Communications Inc

Kodiak AI Inc. - Ordinary Shares - Class A

Nurix Therapeutics Inc

Intellia Therapeutics Inc

Personalis Inc

SpaceX

Symbotic Inc

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