SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Middle East shipping and energy-infrastructure attack concerns are driving crude higher and drawing attention to USO, which tracks WTI futures. Traders are split between bullish supply-disruption fears and bearish calls for a pullback if tensions ease, with some warning the rally is stretched.

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 steep post-IPO decline is drawing attention, with traders focused on successive share-lockup expirations and reported insider selling as potential sources of supply, alongside a price-target cut and weakness in AI stocks. Bears see continued pressure from valuation and execution concerns, while bulls argue the selloff is overdone and point to the companys AI-chip technology and long-term potential.

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 sharp selloff is centered on concerns about its debt-heavy expansion and costly financing, with HSBCs bearish assessment adding to worries that AI demand may not translate into adequate returns. Traders are split between viewing the backlog and ongoing AI demand as a buying opportunity and fearing that credit costs and refinancing needs could constrain growth; a Goldman upgrade has not settled the debate.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A steep selloff in USAR and the broader rare-earth sector is driving discussion, with traders pointing to dilution concerns, heavy spending before large-scale production and weak sentiment around management. Some blame short selling or broader market pressure, while bulls argue the companys government backing and domestic magnet ambitions support its long-term case and see the decline as oversold.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

UBSs downgrade of NuScale to Sell, citing long commercialization timelines and a lack of firm customer commitments, is driving the selloff. Traders debate whether it signals deeper execution risks, including delays around the TVA opportunity, or overstates the concerns amid weakness across nuclear stocks; some view the decline as a buying opportunity.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving discussion, with traders emphasizing strong revenue growth and improved margins while debating the GAAP EPS shortfall and the lack of forward guidance. Some view the AI power-delivery and licensing growth as encouraging, while others are cautious about valuation and whether the earnings news is enough to support the stock.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops warrant-expiration notice is driving discussion, as traders debate whether the approaching deadline and possible dilution are weighing on shares or whether unexercised warrants would remove dilution risk. Sentiment is split between frustration with Ryan Cohen and speculation about an extension or other corporate action; those hopes remain unconfirmed.

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

GMs quarterly earnings beat and new multiyear buyback are drawing attention, but shares are falling as traders question why the stock dropped despite the results. The debate centers on the unchanged profit-outlook midpoint and weaker vehicle sales versus the buyback and stronger cash-flow outlook.

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 drawing attention amid a sharp AI-infrastructure selloff, as traders debate neocloud funding risks and Gartners warning that many providers may face consolidation. The community is split between viewing the recent bounce as an oversold relief move and expecting further weakness; bulls argue Nebius may be better positioned than debt-heavy peers and could benefit if demand shifts.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTXs quarterly results beat expectations and the company raised its full-year outlook, with growth across its aerospace and defense businesses and a record backlog. Traders largely describe the report as a broad-based beat, though some question why the share price has not responded more positively.

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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.

Nurix Therapeutics Swings To Profit In Q3 On Roche Licensing Revenue

(RTTNews) - Nurix Therapeutics, Inc. (NRIX), clinical-stage biopharmaceutical company, reported a swing to profit in the third quarter from a loss in the year-ago period, primarily reflecting a major licensing revenue from its collaboration with Swiss drug major Roche Holding AG...

Nurix Therapeutics, Inc. (NRIX) Q3 Earnings and Revenues Surpass Estimates

Nurix Therapeutics (NRIX) delivered earnings and revenue surprises of +944.64% and +383.11%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

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.

Precigen (PGEN) Soars 6.3%: Is Further Upside Left in the Stock?

Precigen (PGEN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

AnaptysBio, Inc. (ANAB) Reports Q2 Loss, Tops Revenue Estimates

AnaptysBio (ANAB) delivered earnings and revenue surprises of +76.09% and +3.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Here's Why You Should Add NRIX Stock to Your Portfolio Now

Nurix is developing bexobrutideg in CLL, while Roche's $2.3B deal and new studies support its potential in cancer, immunology and neurology.

Nurix Therapeutics (NRIX) Upgraded to Buy: Here's Why

Nurix Therapeutics (NRIX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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.

Is Kymera Therapeutics Poised for a Breakthrough With KT-621?

Kymera Therapeutics advances KT-621 enrollment ahead of schedule, bringing pivotal atopic dermatitis data closer as it expands its protein degrader pipeline.

• Reported GAAP EPS of $4.73 up 559.22% YoY
• Reported revenue of $673.06M up 8430.54% YoY
• Nurix expects existing cash, cash equivalents and marketable securities of $1.1B to fund operations, including clinical trials and infrastructure, for at least the next 12 months; additional funding will be needed.

Nurixs Q3 net income was attributable to Roche license revenue, not product sales; zelebrudomide development ended, and bexobrutidegs Phase 3 trial is designed to demonstrate superiority to pirtobrutinib.

Nurix received Roches $700M upfront payment, enrolled the first patient in bexobrutidegs Phase 3 study, and initiated NX-1607 Phase 1b monotherapy expansion cohorts in September.

Nurix Therapeutics, Inc. is a clinical stage biopharmaceutical company. It engages in the business of discovering, developing, and commercializing innovative small molecules and antibody therapies based on the modulation of cellular protein levels as a novel treatment approach for cancer, inflammatory conditions, and other challenging diseases. The company was founded by John Kuriyan, Michael Rapé, and Arthur Weiss in 2009 and is headquartered in Brisbane, CA.

Nurix Therapeutics Inc

Bullish 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

Kymera Therapeutics Inc

Intellia Therapeutics Inc

Personalis Inc

SpaceX

Symbotic Inc

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Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

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