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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 quarterly results are driving attention: traders are cheering strong revenue and ad growth and an upbeat outlook, while many attribute the reported earnings shortfall to a one-time legal charge. Debate centers on rising AI spending, cash burn and planned nonvoting share issuancebulls see investment in future AI growth, while bears worry about returns and dilution.

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

Teslas quarterly results are the main focus: earnings and revenue narrowly beat expectations, but traders are debating the sharp declines in operating income and free cash flow as shares move higher. Some attribute the bullish reaction to SpaceX merger speculation, though a deal remains uncertain.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat revenue and earnings expectations, and the company raised its full-year free-cash-flow outlook, prompting a positive share reaction. Traders welcomed the stronger cash-flow guidance but debated weak mainframe sales, softer consulting, and narrower-than-expected margins.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs earnings report is driving attention: traders cite a quarterly beat, but shares sold off as investors weigh whether the outlook and guidance can justify high expectations. Some see the pullback as a buying opportunity, while others view it as a sell-the-news reaction and remain cautious about valuation and peak-demand risks.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention amid continued share-price weakness and concerns about slowing core Celsius sales, Nielsen trends, and margin pressure; traders are watching upcoming earnings for evidence of a turnaround. Bulls point to Alani Nu growth and insider purchases, while talk of a Pepsi buyout remains speculation.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

Discussion centers on reports that the Navy halted further purchases of BlackSeas GARC drone boats, prompting a steep selloff in AVEX. Bears view the loss as a serious blow to the acquisition and contract outlook, while bulls argue GARC is only one part of the business and point to other Navy programs and potential contract remedies.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention amid a sharp, volatile pullback in silver, which traders often attribute to rising yields and a stronger dollar. Bears see further downside after the metals earlier surge, while long-term holders are buying dips and some traders blame paper-market shorting, citing supply concerns and industrial demand.

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 centered on the full Phase 3 INTerpath-001 melanoma vaccine data at ESMO, with traders focused on the magnitude and durability of benefit after the trial met key endpoints. Bulls see the cancer-vaccine pipeline as a major growth opportunity and point to squeeze momentum, while skeptics argue the run-up has outrun fundamentals and could reverse on a sell-the-news reaction.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is drawing attention for its rebound alongside a Nasdaq and technology-stock rally after a sharp selloff. Many traders are treating the bounce as a bullish swing setup, while others question whether it can last and warn it may be a relief rally within a broader correction.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is drawing attention as an AI data-center power play after comments that electricity and cooling are bottlenecks to AI expansion, reinforced by fuel-cell project news and anticipation of Q3 results. Bulls see demand supporting growth, while skeptics point to the premium valuation and warn that earnings could bring more volatility or a sell-the-news reaction.

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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.


Scribe Therapeutics, Inc. is a clinical-stage biotechnology company. It is engaged in the development of in vivo therapies. It develops custom engineered enzymes and delivery modalities as part of a proprietary, evergreen platform for CRISPR-based genetic medicine. The company was founded in June 2017 by Jennifer A. Doudna, Benjamin L. Oakes, David F. Savage, and Brett T. Staahl and is headquartered in Alameda, CA.

Scribe Therapeutics Inc.

Bearish 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

Ionis Pharmaceuticals 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.

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