SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 upcoming Q3 earnings report is the main focus, with traders watching guidance, subscriber engagement and advertising growth after a steep share-price decline and recent layoffs and content-leadership changes. Views are split between hopes for a rebound if results or outlook exceed subdued expectations and bets on further losses if growth concerns persist.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is drawing attention as traders position around the full Phase 3 melanoma cancer-vaccine data presentation at ESMO, following previously reported positive topline results. Bulls see the readout as validation of the oncology pipeline, while skeptics warn that expectations and valuation are elevated and debate whether the event could prompt profit-taking.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs sharp rebound is drawing attention, with traders attributing the move to possible short covering and technical buying rather than a confirmed new company announcement. The broader debate centers on upcoming DM1 and FSHD siRNA data: Novartis/Aviditys DM1 trial failure raised concerns about whether target knockdown can translate into patient benefit, while some traders argue Sareptas distinct delivery approach and the loss of a competitor could be favorable.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas sharp selloff and fresh low are being linked by traders to plans for a potential Monee listing and the launch of Sea Cloud, alongside concerns about spending and competition in e-commerce. Some see a Monee separation as value-unlocking, while others view the plans and uncertainty around them as a reason to sell; claims of further undisclosed bad news remain speculation.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces earnings beat and raised outlook drew attention as shares sold off despite strong demand, with traders frustrated by the reaction. The debate centers on whether higher costs, weaker cash generation and an insurance loss outweigh the stronger orders and guidance.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention centers on TG Therapeutics MSToronto presentations, especially initial Phase 1 azer-cel data in progressive MS and additional BRIUMVI results, with commercial growth and a future subcutaneous formulation also part of the bullish case. Traders are anticipating a catalyst-driven move, though some caution that the azer-cel results remain uncertain and complain that the shares have struggled to break out of a trading range.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is selling off despite a third-quarter earnings beat and a new buyback authorization, as traders focus on narrowed full-year profit guidance with an unchanged midpoint and weaker vehicle sales. Some view the drop as overdone given the stronger cash-flow outlook and buyback, while others see the outlook as too cautious to offset the earnings-day disappointment.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp is driving a sharp rally, with traders viewing the cash proceeds as a balance-sheet and strategic boost. Others question the deal because the divested unit contributes revenue, raising concerns about debt and the outlook for the remaining business; some traders are also taking profits after the surge.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Traders are focused on an expected FAA certification announcement for Boeings 737 MAX 10, a long-delayed milestone they see as potentially easing a key overhang. Reactions are divided: some expect the approval to improve sentiment and support future deliveries, while skeptics say it may be priced in and that production execution, delivery pace and cash generation matter more.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

RAP-219s Phase 2 trial in bipolar mania met its primary and secondary endpoints, prompting bullish trading and analyst optimism, including an upgrade. The community is divided over the modest placebo-adjusted benefit and concerns about agitation and discontinuations; the initial surge faded as traders debated whether the data justify further upside.

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Cloudflare co-founder on having a positive mindset about the future

Cloudflare co-founder on having a positive mindset about the future...

More than 10 Million Developers Are Building on Cloudflare

Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that more than 10 million developers are building on Cloudflare, up from 7.4 million in the prior quarter. What began with Workers, Cloudflare's serverless compute platform, has grown into a full stack for...

Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know  

Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Cloudflares AI Workspace Platform Partners with Leading Applications and Deployment Teams to Make AI Productive in the Enterprise

Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced an expanded partner ecosystem to help teams deploy productive AI in their organizations using Cloudflare OS, Cloudflares AI workspace. Cloudflare is partnering with leading professional service teams to help...

AKAM vs. ANET: Which AI Infrastructure Stock is the Better Buy Now?

Akamai and Arista are tapping into the AI infrastructure boom, but differences in growth prospects, profitability and valuation could shape which stock has the edge.

Can Akamai's Expanding Cloud Business Boost Its Competitive Edge?

AKAM is expanding its cloud computing business as AI demand grows, with specialized GPU infrastructure and cloud-native services attracting enterprise customers across industries.

Cloudflare (NET) Stock Slides as Market Rises: Facts to Know Before You Trade

In the most recent trading session, Cloudflare (NET) closed at $316.13, indicating a -2.53% shift from the previous trading day.

NET vs. FTNT: Which Cybersecurity Stock Should You Buy Right Now?

Fortinet outshines Cloudflare with strong SASE growth, rising service revenues and a lower valuation, while NET faces mounting gross-margin pressure.

Cloudflare Announces Date of Third Quarter 2026 Financial Results

Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the third quarter ended September 30, 2026 after the U.S. market closes on Thursday, November 5, 2026.Cloudflare will host an investor conference call that day at 2:00...

Cloudflare (NET) Suffers a Larger Drop Than the General Market: Key Insights

In the most recent trading session, Cloudflare (NET) closed at $350.87, indicating a -2.79% shift from the previous trading day.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

What Is Cathie Wood Buying Now? Nvidia, SpaceX And Crypto Stocks Led ARK’s August Trades – While Cutting These Growth Stocks

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>ARK shifted within AI chips, buying Nvidia, Broadcom, and Cerebras while cutting AMD.</li><li>ARK also added Block, Circle and Coinbase, increasing its exposure to crypto and financial infrastructure.</li><li>The biotech trades point to a rotation within genomics and gene editing rather than an exit from the sector.</li></ul>Cathie Wood spent August reshuffling ARK Invest’s portfolio, cutting millions of shares of software and consumer-growth companies while building positions in Nvidia (NVDA), SpaceX (SPCX), Broadcom (AVGO) and crypto-related stocks.Tesla (TSLA) was the big exception, with no trades around the EV-maker in August. ARK maintained its position, with reports putting its Q2 Tesla holdings at about $1.16 billion.&nbsp;The biggest move by shares sold was Roblox (RBLX), with ARK unloading roughly 2.6 million shares during the month, according to the August trade data. Other large reductions included Tempus AI (TEM), Shopify (SHOP), Twist Bioscience (TWST), AMD (AMD) and Palantir (PLTR).On the buy side, Nvidia (NVDA) led the pack at roughly 547,900 shares, followed by SpaceX at about 386,900 shares, Intellia Therapeutics (NTLA) at 380,000 shares and Circle Internet Group (CRCL) at 273,300 shares.<figure class="image"><img src="https://news.stocktwits-cdn.com/G_Ek5_H_ark_invest_s_august_2026_playbook_1_a4f80f3582.png" alt="GEk5H-ark-invest-s-august-2026-playbook- (1).png" width="2760" height="1860"><figcaption>Summary of ARK Invest’s August trades. | Source: Datawrappr/Stocktwits/ARK Invest</figcaption></figure><h2 class="st-heading-2">Nvidia, SpaceX Anchor ARK’s AI Infrastructure Bet</h2>Nvidia was ARK′s single largest purchase of the month at 548,000 shares, followed closely by SpaceX at 387,000 shares.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> fell over 1% in pre-market trade. On Stocktwits, retail sentiment around the AI bellwether remained in ‘extremely bullish’ territory over the past day.The SpaceX buying was aggressive even by ARK's standards, despite SpaceX's first public earnings report showing $18.4 billion in second-quarter (Q2) capital expenditures against just $7.8 billion in revenue, a burn rate that startled even bullish analysts.&nbsp;ARK's Big Ideas 2026 report projects annual data-center systems investment climbing from roughly $500 billion in 2025 to about $1.4 trillion by 2030. In an August research note, the firm noted SpaceX’s plans to expand its terrestrial computing capacity and stated that investors were focusing too heavily on near-term capital spending.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> also fell around 1% in pre-market trade amid broader market weakness. Retail sentiment around the Elon Musk-led enterprise trended in ‘bearish’ territory over the past day.&nbsp;Cloudflare (NET) rounded out the infrastructure trio with a 351,000-share purchase. ARK's biggest single Cloudflare purchase came right after the company's Q2 earnings beat. It posted $0.29 per share against an estimated $0.27 and revenue of $696.06 million, topping the $665.5 million forecast. ARK bought 114,134 shares worth roughly $32.5 million in one session.<a href="https://stocktwits.com/symbol/NET">NET stock</a> fell around 1.5% in pre-market trade, with retail sentiment trending in the ‘bearish’ zone over the past day.<h2 class="st-heading-2">A Bet On The AI Chip Underdog</h2>Cerebras Systems (CBRS), the wafer-scale AI chip startup positioning itself as a GPU alternative, drew some of ARK's most opportunistic buying of the month, totaling 163,000 shares.&nbsp;Broadcom also drew fresh buying of 113,000 shares, even as the stock traded down 28% from its June all-time high amid scrutiny over a potential $370 billion debt load tied to its AI expansion.&nbsp;<a href="https://stocktwits.com/symbol/CBRS">CBRS stock</a> fell around 1.8% in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> edged around 0.9% lower. On Stocktwits, retail sentiment around CBRS trended in ‘bullish’ territory over the past day, while sentiment around AVGO dipped to ‘neutral’ from the ‘bullish’ zone.ARK also increased exposure to the businesses building crypto's financial infrastructure. Block (XYZ), Circle and Coinbase (COIN) were among the key buys. Block became a particularly large purchase toward month-end, while Circle was accumulated across several funds. On Monday, ARK bought about $15.7 million of Block in ARKK.<h2 class="st-heading-2">Roblox Bears the Brunt of the Selling</h2>Nothing in August's selling came close to Roblox, which ARK reduced by roughly 2.6 million shares over the month, a sustained, almost daily liquidation rather than a single decision. The pattern started early in the month, when ARK sold 506,000 shares on August 3.The selling stands out because it isn't obviously tied to Roblox's posted Q2 results ahead of Wall Street’s estimates. The company reported 70% year-over-year daily active user growth to 151.5 million, and 70% bookings growth to $1.92 billion, with users aged 13 and older, a demographic Roblox has worked hard to expand beyond, now making up two-thirds of its user base.<a href="https://stocktwits.com/symbol/RBLX">RBLX stock</a> edged 0.8% lower in pre-market trade, with retail sentiment on Stocktwits around the company rising to ‘bullish’ from’ bearish’ territory over the past day.Tempus AI (TEM)and Shopify (SHOP) were the next-largest sales at 352,000 and 300,000 shares, alongside trims to Twist Bioscience, Palantir (PLTR), AMD, CrowdStrike (CRWD), Robinhood (HOOD), Deere (DE), and 10x Genomics.&nbsp;<h2 class="st-heading-2">Fund-Level Performance: Genomics, Not AI Infrastructure, Led the Pack</h2>The fund that benefited most from August's trading wasn't the one most associated with ARK's AI infrastructure push. ARK Genomic Revolution ETF (ARKG) posted the strongest monthly gain among all six ARK funds at 22.48%.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260901_064458672_796ba774ce.png" alt="koyfin_20260901_064458672.png" width="2400" height="1240"><figcaption>ARK Invest’s fund performance over the month of August. | Source: Koyfin</figcaption></figure>ARKG's outperformance tracks with the fund's sustained buying in Intellia Therapeutics and Generate Biomedicines, both of which ARK kept adding to steadily rather than trading opportunistically.ARKK's strong second-place showing reflects its broader mandate, capturing gains across Nvidia, SpaceX, Cerebras, and Cloudflare at the same time.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tom-lee-september-market-rally-fed-rate-hold-bitcoin-first-leg-up/cZYywsbRJs1">Tom Lee Sees 'Very Strong' September Market Rally If Fed Holds Rates – Says Bitcoin’s ‘First Leg Up’ Has Begun</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, Founder & CEO, Ark Invest, speaks during the second day of the FII PRIORITY Summit held at the Faena Hotel on February 20, 2025 in Miami Beach, Florida. (Photo by Joe Raedle/Getty Images)

Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month.

Cathie Wood’s Biggest August Bets Were Nvidia, SpaceX – Roblox Was Her Biggest Sell

Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month.


ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

Cloudflare Inc

Roblox Corp.

SpaceX

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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Current Price	$295.06
Prev Close	$297.58
Open	$291.63
Dividend Yield	0.00%
50-Day Moving Average	$319.87
Beta	1.70
Avg. Volume	3.12M
PE Ratio	-510.60

52-Week High	$370.35
52-Week Low	$158.83
Market Capitalization	$105.96B
EPS (Annual)	-$0.2935
Price to Book	65.38
Revenue Per Employee	$420,468.77

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