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Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu Crypto is experiencing a surge in conversation fueled by its exceptionally active and dedicated community, which is relentlessly building a "permissionless brand" with numerous real-world products like Kendu Spice and Kendu Energy. This collective effort, marked by strong IRL initiatives and a long-term vision, sets KENDU apart, leading to a prevalent bullish sentiment across the crypto space.

Monero

Monero ($XMR) is surging amid a renewed focus on privacy coins, with the community touting it as the "king of privacy" and the true, untraceable digital cash. Many believe XMR is outperforming competitors like Zcash and even Bitcoin due to its default privacy features, leading to widespread accumulation and ambitious long-term price targets. Despite facing delistings on major exchanges, proponents are actively discussing its fundamental utility and expressing frustration over its lack of trending visibility.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending amid intense debate, as investors grapple with its persistent stock decline despite new strategic AI partnerships and potential tailwinds from discussions around credit card interest rate caps. While many criticize management and predict further drops given recent analyst downgrades, a significant portion of the community views PYPL as profoundly undervalued, actively accumulating shares and anticipating a strong rebound.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is experiencing significant buzz following robust preliminary financial updates, which highlighted record contract value and strong revenue expansion. The community is engaged in discussions surrounding its expanding partnerships with major pharmaceutical companies and key healthcare institutions, solidifying its role in leveraging AI for precision oncology and drug discovery. Investors maintain a bullish long-term outlook, emphasizing the company's foundational impact on healthcare technology.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is experiencing heightened volatility as natural gas prices fluctuate on divergent weather forecasts, with some community members anticipating colder conditions to drive demand. Despite ongoing high production and mixed storage reports, traders are actively debating potential short-term rebounds from current levels, characterizing the commodity as a highly unpredictable 'widow maker' play.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

AIRCOIN is trending as its community enthusiastically locks over 35% of the token supply via the new "AirLock" initiative, fostering robust collective control and strong bullish sentiment. This unique "digital air" asset on Solana, further boosted by a recent celebrity endorsement, is generating significant discussion around its innovative holding mechanism and ambitious goals for widespread exchange listings.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox (RBLX) is actively discussed as the company implements mandatory age verification for chat features, a move intended to address mounting regulatory scrutiny and child safety lawsuits but sparking community debate over its impact on user engagement. The stock is experiencing significant volatility amid conflicting analyst ratings, with some downgrades citing concerns about future bookings, while others see it as a long-term buy due to oversold conditions and strong user growth. This creates a push-and-pull as investors weigh the platform's evolving safety measures and market perception against its growth trajectory in the competitive gaming sector.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics (MLTX) is experiencing significant market attention following positive feedback from the FDA, which confirmed existing trial data is sufficient for a Biologics License Application for its drug sonelokimab in hidradenitis suppurativa, greatly de-risking its regulatory pathway. This development has fueled widespread speculation within the community about potential acquisition bids from major pharmaceutical players like Merck and Eli Lilly, with many investors anticipating a substantial revaluation and a potential short squeeze due to high interest from sellers. The discussion highlights the company's strong asset in the competitive immunology sector and its clearer path to market.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRISPR Therapeutics is generating significant buzz following promising Phase 1 clinical data for CTX310, demonstrating deep and durable lipid reductions without serious adverse events. This breakthrough, published in The New England Journal of Medicine, validates the company's in vivo gene-editing platform and excites the community about its potential as a "one-and-done" treatment for severe lipid disorders. Investors anticipate substantial market recognition for this development, alongside ongoing pipeline progress in a field gaining new regulatory support.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending due to a significant agreement to more than triple PAC-3 missile production, alongside positive analyst upgrades. The community is actively discussing the impact of proposed substantial increases in defense spending and heightened global tensions, positioning the company for potential further gains given its critical role in national security.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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<ul class="summary-bullets"><li>The company expects to submit a biologics license application for risto-cel by year-end 2026.</li><li>Beam ended 2025 with an estimated $1.25 billion in cash, extending its operating runway into 2029.</li><li>Management will further discuss the developments at the J.P. Morgan Healthcare Conference on January 13.</li></ul>Beam Therapeutics Inc. (BEAM) received a boost from William Blair, which reacted&nbsp;positively to the company’s update on its alignment with the U.S. FDA, citing improved visibility into the data required for regulatory submissions. The firm pointed to progress in Beam’s sickle cell therapy risto-cel and its liver-targeted program BEAM-302.William Blair also noted that both programs’ acceptance into the FDA’s Chemistry, Manufacturing, and Controls Development and Readiness Pilot program could speed development and regulatory review. The brokerage firm reiterated its ‘Outperform’ rating.<h2 class="st-heading-2">Updates on BEAM-302 and Risto-cel</h2>Beam’s update outlined progress across its genetic disease and hematology franchises. The company said it has aligned with the FDA on a potential accelerated approval pathway for BEAM-302 in alpha-1 antitrypsin deficiency (AATD), based on biomarker endpoints. BEAM-302 has shown an in vivo correction of a disease-causing mutation in AATD, and Beam Therapeutics plans to expand patient enrollment to support a future biologics license application (BLA).<a href="https://stocktwits.com/symbol/BEAM">Beam Therapeutics’ stock</a> gained over 28% On Monday afternoon.In hematology, Beam expects to submit a BLA for risto-cel by year-end 2026. The BEACON Phase 1/2 trial is fully enrolled, manufacturing is complete, and recent data continue to show strong efficacy and a predictable manufacturing profile, potentially improving patient experience and treatment center capacity, the company said.Beyond its clinical progress, Beam ended 2025 with an estimated $1.25 billion in cash, extending its operating runway into 2029. This positions the company to fund the anticipated launch of risto-cel and execute pivotal development plans for BEAM-302 without near-term financing risk.Management will further discuss these developments at the J.P. Morgan Healthcare Conference on January 13.<h2 class="st-heading-2">Retail Remains Extremely Bullish</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ zone over the past 24 hours, accompanied by ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/BEAM_jpg_e1fba90ff6.webp" alt="BEAM.jpg" width="925" height="99"><figcaption>&nbsp;</figcaption></figure>One user expects a buyout.<stembedurl>https://stocktwits.com/ReadyMate/message/641529269</stembedurl>Another user expects ‘good times’ ahead.<stembedurl>https://stocktwits.com/Millard_Findlemeyer/message/641539254</stembedurl>Over the past year, the stock has gained around 38%.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/why-did-planet-labs-stock-gain-today/cmUad7cR4Ej">&nbsp;Planet Labs Stock Gained 7% Today — What Is The Swedish Military Deal About?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising chart and reflection of business buildings: stock photo courtesy of Yuichiro Chino via Getty Images

BEAM Stock In Focus As FDA Alignment Wins William Blair’s Praise 

William Blair welcomed the company’s update on its alignment with the U.S. FDA, saying it gives clear visibility into the data needed for regulatory filings.

Equity

<ul class="summary-bullets"><li>The current U.S. Bitcoin reserve consists solely of forfeited assets held under executive order.</li><li>Ark Invest founder Cathie Wood said Wood stated there were several reasons Trump is likely to continue supporting crypto.</li><li>"The most important one is that he doesn’t want to be a lame duck," Wood said.&nbsp;</li></ul>Ark Invest founder Cathie Wood said President Donald Trump is likely to authorize the government to buy&nbsp;up to 1 million Bitcoin (BTC) ahead of the U.S. midterm elections later this year.According to her, political incentives and policy groundwork already point in that direction. "The&nbsp;original intent was to own 1 million Bitcoins,&nbsp;so I actually think they will start buying," Wood said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=7vlo6rj_bo8">episode</a> of ‘Bitcoin Brainstorm’ by Ark Invest.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.4% higher in the last 24 hours to around $90,500. The broader cryptocurrency market was also subdued. Retail sentiment around BTC on Stocktwits remained in ‘extremely bullish’ territory over the past day, with chatter at ‘high’ levels.<h2 class="st-heading-2">Why Would Trump Buy 1 Million Bitcoin?</h2>Wood stated there were several reasons Trump is likely to continue supporting crypto.&nbsp;"The most important one is that he doesn’t want to be a lame duck," Wood said. "He wants to have another one or two productive years, and I think he sees crypto as a path to the future."She added that his family’s stake in the crypto industry’s success and that the "crypto community" was "part of the reason he won the presidency" are also likely to impact the Trump administration’s push to stock up on Bitcoin.&nbsp;<h2 class="st-heading-2">Trump’s Bitcoin Reserve Still Limited To Seized Assets</h2>Wood noted that while the Trump administration established a strategic Bitcoin reserve, it has so far relied only on assets obtained through government seizures rather than market purchases."It seems as though there has been reticence about actually buying Bitcoin for the strategy reserve. So far, it's confiscated [Bitcoin]," Wood said, referring to the assets seized by government forfeiture that Trump pledged not to sell.&nbsp;<h2 class="st-heading-2">Crypto-Friendly Trump Administration</h2>Last year, Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-tumbles-as-trump-bitcoin-strategic-reserve-plan-fails-to-impress/chepruYRbGI">signed</a> an executive order directing the federal government to treat seized Bitcoin as a strategic national asset. The order also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/treasury-chief-bessent-trump-bitcoin-strategic-reserve-expand-altcoins/cheqOLBRbGA">instructed</a> the Treasury and Commerce Departments to explore “budget-neutral” strategies to expand the government’s Bitcoin holdings, though no purchases have yet been announced.The administration has also created a crypto-focused working group chaired by Special Advisor for AI and Crypto David Sacks and&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/house-advances-genius-and-clarity-crypto-bills/ch8hldrR5or">supported</a> legislation such as the GENIUS Act. The market structure bill is&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-market-structure-bill-back-to-back-votes-expected-next-week/cmUGU4iR4PE">slated</a> for a markup next week.Wood said that Trump is also likely to push for a de minimis tax exemption for cryptocurrency transactions, which would eliminate capital gains taxes on small crypto payments and improve everyday usability.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-rallies-while-bitcoin-stalls-ahead-of-trump-tariff-ruling-jobs-data/cmU25PPR45H">Solana Rallies While Bitcoin Stalls Near $91,000 Ahead Of Trump Tariff Ruling, Jobs Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk past an advertisement featuring Donald Trump with Bitcoin in Hong Kong on Sunday, April 6, 2025. (Photo by May James/SOPA Images/LightRocket via Getty Images)

Trump May Buy Bitcoin For Strategic Reserve Before Midterms To Avoid Looking Like A ‘Lame Duck’, Says Cathie Wood

In a podcast by Ark Invest, Cathie Wood said she believes the administration may move beyond seized Bitcoin toward direct purchases.

Cryptocurrency

<ul class="summary-bullets"><li>Northrop Grumman secured the competitive award for the MUX TACAIR aircraft, with Kratos’ Valkyrie drone forming a core part of the solution.</li><li>Kratos’ Valkyrie uncrewed aerial system enables operators to tailor mission effects to operational needs.</li><li>Kratos also voiced its backing for President Trump’s renewed emphasis on using defense industry funds for capability development.</li></ul>Kratos Defense &amp; Security Solutions, Inc. (KTOS) has landed a key role in a new U.S. Marine Corps effort to expand uncrewed combat aviation, teaming with Northrop Grumman Corp. (NOC).Following the update,&nbsp;<a href="https://stocktwits.com/symbol/KTOS">Kratos’ stock</a> traded more than 15% higher by mid-morning on Thursday. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_104845_png_c27dd72ad7.webp" alt="KTOS’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="926" height="102"><figcaption>KTOS’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Collaborative Combat Aircraft (CCA)</h2>Northrop Grumman secured the competitive award for the Marine Air-Ground Task Force Uncrewed Expeditionary Tactical Aircraft, known as MUX TACAIR, with Kratos’ Valkyrie drone forming a core part of the solution.Under the program, Northrop Grumman will lead development and delivery of an uncrewed platform that blends its autonomous technologies with Kratos’ Valkyrie aerial system.&nbsp;The aircraft is designed to fly in coordination with crewed fighters, supporting air dominance missions in high-threat environments. Kratos’ Valkyrie uncrewed aerial system allows operators to tailor mission effects depending on operational needs.<h2 class="st-heading-2">Support For Capital Choices</h2>Kratos also voiced its backing for President Trump’s renewed emphasis on using defense industry funds for capability development rather than share repurchases by defense contractors.<blockquote>“Since our inception as a defense company, we have aggressively self-funded development to be first-to-market with relevant systems that can be affordably produced in large quantities to deter and, if necessary, defeat our adversaries, and we have reinvested in people, facilities, inventory, and real technologies that can be delivered at speed and scale to support today’s and tomorrow’s warfighter.”-Eric DeMarco, President and CEO, Kratos</blockquote>The company underscored that it has long pursued a reinvestment-focused financial model that avoids share buybacks and dividends, allocating capital instead to advancing battlefield technologies.KTOS stock has gained over 271% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smx-stock-sparks-retail-buzz-after-elimination-of-convertible-debt/cmUbORER45R">SMX Stock Sparks Retail Buzz After Elimination Of Convertible Debt</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Kratos Defense & Security Solutions Inc. 

Why Did Kratos Defense Stock Surge 17% Today?

Under the Marine Corps program, Northrop Grumman will lead the development and delivery of an uncrewed platform that blends its autonomous technologies with Kratos’ Valkyrie aerial system.

<ul class="summary-bullets"><li>Buying activity followed Coinbase’s announcement of stock trading and prediction markets</li><li>ARK funds posted modest after-hours gains following recent declines.</li><li>Retail sentiment on Stocktwits around ARK ETFs remained largely bearish despite fresh inflows.</li></ul>Cathie Wood’s ARK Invest slowed the pace of new purchases on Thursday, but continued to add to its position in Coinbase Global (COIN), indicating ongoing conviction in the crypto exchange following its latest product expansion.<a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> gained more than 3% in pre-market trade, trading at around $246.85. On Stocktwits, retail sentiment around the crypto exchange improved to ‘neutral’ from ‘bearish’ territory over the past day, while chatter remained at ‘high’ levels.Across its actively managed ETFs, data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2001844829681242607?s=20">showed</a> ARK added more than 17,000 shares of Coinbase. The ARK Innovation ETF (ARKK) purchased just over 12,000 shares, while the ARK Next Generation Internet ETF (ARKW) added roughly 3,500 shares and the ARK Fintech Innovation ETF (ARKF) bought about 1,810 shares, according to daily trading disclosures.<figure class="image"><a class="st-link-external" href="https://x.com/ArkkDaily/status/2001844829681242607" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:817/662;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_052748_png_8e302ae075.webp" alt="Screenshot 2025-12-19 052748.png" width="817" height="662"></a><figcaption>Source: @ArkkDdaily/X</figcaption></figure><h2 class="st-heading-2">Coinbase Remains A Core ARK Holding, Even At A Loss</h2>Thursday’s purchases followed another round of&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-buys-more-bitmine-stock-amid-ethereum-pullback/cLegKO7REAJ">Coinbase buying</a> in the prior session, extending a multi-day accumulation trend across ARK’s flagship funds. Earlier in the week, ARK added 16,795 Coinbase shares to ARKK, 4,879 shares to ARKW, and 2,524 shares to ARKF.Ark Invest&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ark-invest-buys-more-crypto-stocks-while-its-circle-and-coinbase-positions-sit-at-losses/cLeJbxUREY2">reported</a> holding approximately 2.4 million shares of Coinbase in its latest 13F filing. At current market prices, the position is valued near $592 million, representing a roughly $216 million drop from its last reported value.<a href="https://stocktwits.com/symbol/ARKK">ARKK</a> gained 1.3% in pre-market trade. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARKW</a> rose 0.96%, with retail sentiment improving to ‘neutral’ from ‘bearish’ territory over the past day as chatter remained at ‘normal ‘levels.<a href="https://stocktwits.com/symbol/ARKF">ARKF</a> was up over 1%, with retail sentiment around the fund trending in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<h2 class="st-heading-2">Stock Trading On Coinbase</h2>The increased exposure comes shortly after Coinbase announced plans to introduce stock trading on its platform during its ‘System Update’ product event, marking a notable expansion beyond its crypto-only roots.Coinbase also revealed a partnership with Kalshi to power prediction markets on its platform, a move that mirrors a similar initiative launched earlier this year by Robinhood Markets Inc. (HOOD). The expansion places Coinbase more directly into competition with retail brokerages that already offer both equity trading and event-based contracts.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-bmnr-rise-after-boj-rate-decision-results-in-bitcoin-ethereum-rebound/cLeik8qRErF">MSTR, BMNR Rise After BOJ Rate Decision Results In Bitcoin, Ethereum Rebound</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Monitors display Coinbase signage during the company's initial public offering (IPO) at the Nasdaq market site April 14, 2021 in New York City.

ARK Invest Slows Trading Spree But Can’t Quit Coinbase 

ARK added Coinbase shares across ARKK, ARKW, and ARKF for a second consecutive session.

<ul class="summary-bullets"><li>Cathie Wood’s ARK Invest added shares of BitMine Immersion Technologies on Wednesday following a sharp pullback in the stock amid Ethereum’s recent decline.</li><li>ARK funds also increased exposure to crypto exchanges, adding shares of Coinbase and Bullish across three of its portfolios.</li><li>The buying comes amid growing competition among trading platforms expanding into prediction markets and multi-asset offerings.</li></ul>Cathie Wood’s ARK Invest bought up more shares of BitMine Immersion Technologies (BMNR) on the cheap as the fall in Ethereum’s (ETH) price dragged the stock lower on Wednesday.The fund manager also loaded up on crypto exchanges Coinbase (COIN) and Bullish (BLSH) on Wednesday, as the field faces more competition and an increasing number of players are dipping their toes into the prediction market space.<h2 class="st-heading-2">ARK Buys BitMine Amid Sharp Pullback</h2>Ethereum-focused digital asset treasury (DAT)&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> fell 6.59% on Wednesday, down more than 24% over the past week as Ethereum’s price struggled to regain the $3,000 mark. Retail sentiment around the company on Stocktwits remained in ‘bearish’ territory over the past day, amid ‘low’ levels of chatter.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was trading at around $2,800 on Wednesday night, down 3.8% in the last 24 hours. Retail sentiment around the leading altcoin trended in ‘extremely bearish’ territory over the past day, accompanied by ‘low’ levels of chatter.ARK Innovation ETF (ARKK) added 250,029 shares of BMNR, while ARK Next Generation Internet ETF (ARKW) purchased 72,617 shares and ARK Blockchain &amp; Fintech Innovation ETF (ARKF) bought up 37,586 shares.<h2 class="st-heading-2">ARK Adds Coinbase, Bullish Amid Prediction Market Frenzy</h2>ARK also increased its positions in crypto exchanges, adding shares of Coinbase and Bullish across all three funds.The change in holdings came ahead of Coinbase’s ‘System Update’ keynote, where the company <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-stock-gains-as-coinbase-targets-robinhood-turf-with-stock-trading/cLegQuyREAE">announced</a> it was introducing stock trading on its platform and a partnership with Kalshi for prediction markets. Earlier this week, Gemini (GEMI) <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/gemini-beats-coinbase-to-market-as-prediction-markets/cLe7wveREoy">announced</a> a similar expansion into the prediction market, and Robinhood (HOOD) <a href="https://stocktwits.com/news-articles/markets/equity/robinhood-ceo-vlad-tenev-bets-on-prediction-market-supercycle/cLeOTSTREpS">said</a> it would now allow event contracts for player-level sports data. Robinhood CEO Vlad Tenev described the trend as the potential start of a prediction market ‘supercycle.’<a href="https://stocktwits.com/symbol/ARKK">ARKK</a> edged 0.24% higher in after-hours trade on Wednesday after falling more than 3% in regular trading. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARKW</a> rose 1.6% in after-hours trading after a similar loss of over 3% the previous day. It also retail sentiment trending in ‘bearish’ territory over the past day, but chatter remained at ‘normal ‘levels.<a href="https://stocktwits.com/symbol/ARKF">ARKF</a> was flat in after-hours trade after a 2.4% dip in the previous session. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/weedcoin-jumps-as-trump-marijuana-reclassification-talk-fuels-retail-frenzy/cLegLgPREAI">Weedcoin Crypto Token Jumps Over 150% In A Week As Trump Marijuana Reclassification Talk Fuels Retail Frenzy</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)

Cathie Wood’s ARK Buys More BitMine Amid Ethereum Pullback – Adds Coinbase and Bullish Too

Ethereum’s price continued to trade below $3,000 on Wednesday night, pressuring ETH-linked equities like BMNR.

Robinhood (HOOD) CEO Vlad Tenev said on Tuesday the company is at the early stages of a “prediction market supercycle,” pointing to growing demand for event-based trading tied to real-world outcomes.Speaking at the Robinhood’s keynote event, where the company rolled out a slew of new features such as a new batch of sports-focused event contracts on Tuesday, Tenev said prediction markets remain underpenetrated relative to their potential.&nbsp;<blockquote>“I believe we’re at the very beginning of a prediction market supercycle and as it progresses, we should expect to see adoption and volumes continuing to grow, potentially into the trillions of contracts traded each year.”&nbsp;– Vlad Tenev, CEO, Robinhood</blockquote><a href="https://stocktwits.com/symbol/HOOD">HOOD’s stock</a> was among the top trending tickers on Stocktwits, edging 0.4% higher in after-hours trade after a gain of 3.59% on Tuesday. Retail sentiment on the platform around the company trended in ‘bullish’ territory over the past day, with chatter at ‘high’ levels.<h2 class="st-heading-2">Robinhood’s Event Contracts For Player-Level Sports Data</h2>Robinhood’s latest expansion will allow customers to trade contracts tied to the individual performance of professional football players. Initial offerings focus on four statistical categories – touchdowns, passing yards, receiving yards, and rushing yards.The contracts are available through Robinhood’s event contracts hub, which routes trades via CFTC-regulated derivatives exchanges. The company markets the products as financial instruments rather than betting, a distinction that aligns with existing regulatory frameworks.Robinhood also previewed “Robinhood Cortex,” an AI-powered assistant designed to help users research markets and execute trades across stocks, crypto, and prediction markets. The feature is slated to launch soon for Robinhood Gold subscribers.<h2 class="st-heading-2">Prediction Markets Gain Momentum&nbsp;</h2>Robinhood’s expansion comes amid a broader push into prediction markets across both traditional finance and crypto. Gemini&nbsp;<a href="https://stocktwits.com/symbol/GEMI">launched</a> its ‘Gemini Predictions’ platform nationwide this week, while Coinbase is expected to unveil prediction markets and tokenized equities next week.Robinhood’s latest offering will allow customers to wager on the individual performance of professional football players, expanding beyond macroeconomic data, elections, and broader sports outcomes.The contracts are offered through Robinhood’s event contracts hub, which routes trades through CFTC-regulated derivatives exchanges and markets the products as financial instruments rather than betting.Robinhood’s expansion comes amid a broader push into prediction markets across both traditional finance and crypto. Gemini launched its ‘Gemini Predictions’ platform nationwide this week, while Coinbase is expected to unveil prediction markets and tokenized equities in the coming days, according to a Bloomberg report.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/pancake-swap-joins-growing-prediction-market-push-across-crypto/cLeJ3HvREYB">PancakeSwap Joins Growing Prediction Market Push Across Crypto With Probable Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Vlad Tenev, CEO of the online brokerage Robinhood, walks along Wall Street on July 29, 2021 in New York City. (Photo by Spencer Platt/Getty Images)

Robinhood CEO Vlad Tenev Bets On ‘Prediction Market Supercycle’ With New Sports-Focused Event Contracts

Robinhood’s latest offering will allow customers to wager on the individual performance of professional football players.

<ul class="summary-bullets"><li>Tristan Gruska, Palantir’s head of energy and infrastructure, called the energy buildout “the industrial challenge of our generation.”</li><li>U.S. data-center power demand could reach 106 GW by 2035, BloombergNEF reported earlier this year, a 36% increase over previous forecasts.</li><li>The move marks an expansion of Palantir’s partnerships with both Nvidia and CenterPoint Energy.&nbsp;</li></ul>Palantir (PLTR) announced on Thursday a new product called Chain Reaction, a software platform meant to help build and manage U.S. artificial intelligence infrastructure.The company is betting it can solve one of the biggest choke points in the AI boom, the energy grid. It’s bringing in two founding partners, CenterPoint Energy (CNP), one of the country’s largest utilities, and Nvidia (NVDA).<a href="https://stocktwits.com/symbol/PLTR/sentiment">Palantir’s stock</a> edged 0.04% higher in pre-market trade, with retail sentiment on Stocktwits improving to ‘bearish’ from ‘extremely bearish’ over the past day. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> rose 0.5%, with retail sentiment trending in ‘bearish’ territory over the past day.&nbsp;<a href="https://stocktwits.com/symbol/CNP/sentiment">CNP’s stock</a> also had retail sentiment trending in ‘bearish’ territory, but with ‘high’ levels of chatter, as it moved 0.08% higher in pre-market trade.<h2 class="st-heading-2">AI Build-Out Choke Points</h2>Palantir said the biggest constraint on AI innovation is no longer model development but access to power and high-performance computing hardware, both of which are increasingly strained by rising data-center demand.Chain Reaction is meant to coordinate all the players involved — energy utilities, power grid operators, data-center builders, and infrastructure companies — so they can expand faster.The energy infrastructure buildout is the industrial challenge of our generation,” said Tristan Gruska, Palantir’s head of energy and infrastructure. “But the software that the sector relies on was not built for this moment.”U.S. data center power demand could reach 106 GW in 2035, BloombergNEF&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://about.bnef.com/insights/clean-energy/ai-and-the-power-grid-where-the-rubber-meets-the-road/">said</a> Monday. The latest forecast is 36% higher than its previous April prediction. According to a McKinsey&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers">report</a>,&nbsp; by 2030, data centers are projected to require $6.7 trillion worldwide to keep pace with the demand for compute power.&nbsp;<h2 class="st-heading-2">Expanding Partnerships With CenterPoint, Nvidia</h2>CenterPoint, headquartered in Houston, serves roughly 7 million electric and gas customers across Texas, Indiana, Minnesota, and Ohio. The utility’s initial partnership with Palantir followed Hurricane Beryl in 2024, when it&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.centerpointenergy.com/en-us/corporate/about-us/system-wide-resiliency-plan">committed</a> to building the most resilient coastal grid in the country and selected Palantir as its software backbone.&nbsp;Nvidia is also extending its collaboration with Palantir, after teaming up with the company in October to integrate Palantir’s AIP and Ontology systems with Nvidia’s Nemotron models, CUDA-X libraries, and accelerated computing hardware.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-muted-crm-snow-nflx-stocks-to-watch/cLILq03RESI">Nasdaq, S&amp;P 500 Futures Pause Ahead Of Key Jobs Data: Why CRM, SNOW, NFLX, MSFT, AI Are On Traders' Radar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the data analysis company Palantir can be seen at the company's headquarters. 

Palantir Launches ‘Chain Reaction’ In Partnership With Nvidia, CenterPoint Energy To Tackle AI’s Biggest Bottleneck – The Energy Grid

Palantir said the biggest constraint on AI innovation is access to power and high-performance computing hardware, which it is looking to address with its new product.

<ul class="summary-bullets"><li>The expansion includes nearly 1.3 gigawatts of additional compute power across Amazon’s government clients.</li><li>The spending comes amid Amazon’s larger capex outlook of roughly $125 billion for 2025.</li><li>Amazon follows in the footsteps of Apple, Nvidia and others who have also rolled out large U.S.-based investments in AI amid the Trump administration’s push to reshore critical technology.</li></ul>Amazon (AMZN) announced on Monday that the company is investing up to $50 billion to expand AI and supercomputing capabilities for U.S. government customers through AWS.&nbsp;The tech giant said the investment will add nearly 1.3 gigawatts of compute power across AWS Top Secret, AWS Secret, and GovCloud regions by building new data centers starting in 2026.&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN’s stock</a> rose nearly 2% in midday trade. On Stocktwits, retail sentiment around the company continued to trend in ‘bearish’ territory over the past day.<h2 class="st-heading-2">What Does This Mean For U.S. Agencies?</h2>The move is aimed at giving the 11,0000 federal agencies it works with access to advanced AI tools, including Amazon SageMaker, Amazon Bedrock, Anthropic Claude, and AWS Trainium chips. They will also have access to Nvidia’s (NVDA) AI infrastructure and other foundation models.Amazon has projected full-year 2025 capital expenditures of around $125 billion. The $50 billion government-focused initiative follows last week’s separate announcement of a $3 billion investment in Warren County, Mississippi, to build a next-generation data center campus.<h2 class="st-heading-2">Tech Firms Step Up Domestic Investment</h2>Amazon is joining a growing list of large U.S. technology companies announcing major domestic buildouts under the Trump administration’s push to reshore critical technology and manufacturing capacity.Apple (AAPL) has announced plans to spend more than $500 billion over the next four years on initiatives such as U.S. manufacturing facilities, AI infrastructure, silicon engineering, and workforce development across multiple states.Nvidia (NVDA) said in April that it is working with manufacturing partners to design and build factories that will produce Nvidia AI supercomputers entirely in the U.S. More recently, the company also announced collaborations with the U.S. Department of Energy’s national labs and private-sector partners to develop AI infrastructure.Read also:&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cms.stocktwits.com/admin/content-manager/collection-types/api::article.article/16925">Bitcoin Holds $86,000 With Crypto Market Back Above $3 Trillion – XRP, Doge Gain Ahead Of Grayscale’s New ETF Launches</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Amazon is seen on the facade of the company logistics center on April 21, 2020 in Bretigny-sur-Orge, France

Amazon To Invest $50 Billion To Expand AI, Supercomputing For US Government 

The company said the move would allow agencies to process massive datasets quickly and improve decision-making.

<ul class="summary-bullets"><li>ARKK bought 93,374 million Nvidia stock on Thursday, valued at $16.9 million.</li><li>The cumulative value of AMD shares Ark sold is $2.9 million.</li><li>AMD is ARKK’s 10th-largest holding by value ($259.28 million), while Nvidia is way down, taking the 21st spot ($108.55 million).</li></ul>Cathie Wood-run Ark Invest’s flagship fund, the Ark Innovation ETF (ARKK), resumed Nvidia buying, capitalizing on the stock’s dip.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> ended Thursday’s session down over 3% in a dramatic turnaround from the 5% gain it notched at the day’s peak.In the early premarket session on Friday, NVDA stock fell about 1%.The stock has lost 11% since the start of November, when fears of an artificial intelligence (AI) bubble began to surface. The company enjoys a near-monopoly position in the market for high-performance computing chips that power most AI applications, processes, and services.<h2 class="st-heading-2">Ark Soops Up Nvidia</h2>The <a href="https://stocktwits.com/symbol/ARKK">ARKK</a> exchange-traded fund (ETF) bought 93,374 million Nvidia stock, valued at $16.9 million, on Thursday following its post-earnings dip. According to Bloomberg, the fund’s previous purchase of Nvidia was on Aug. 4.Wood has had a slightly bearish stance on Nvidia since it rallied strongly in 2023 amid the AI revolution. ARRK sold all of its Nvidia stake in January 2023 as Wood deemed it fit to invest in smaller AI names that were beginning to make a splash. The investor took flak for jumping the gun on Nvidia as the stock went about a record run, riding on the AI mania.&nbsp;<h2 class="st-heading-2">AI Chip Pair Trade</h2>While Ark bought Nvidia, three of its ETFs trimmed their stakes in the company’s peer AMD. While ARKK sold 8,023 AMD shares, ARK Next Generation Internet ETF (ARKW) and ARK Fintech Innovation ETF (ARKF) divested 3,999 and 2,065 AMD shares, respectively.The cumulative value of AMD shares Ark sold on Thursday is $2.9 million.AMD is ARKK’s 10th-largest holding by value ($259.28 million), while Nvidia is way down, taking the 21st spot ($108.55 million).For the year-to-date period, Nvidia has gained 35%, while AMD has gained 71%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alex-karp-and-co-to-offload-over-200-m-palantir-shares-after-burry-s-bearish-bet-ai-bubble-fears/cLPMlTlREOd">Alex Karp &amp; Co. To Offload Over $200M Palantir Shares After Burry’s Bearish Bet, AI Bubble Fears Shave 25% Of Valuation</a>

The NVIDIA logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on November 18, 2025.

Nvidia Stock Has Dropped 11% In November — Cathie Wood’s Ark Invest Can’t Let Go Of The Dip-Buying Opportunity

Fears of an AI bubble have intensified, pushing Nvidia stock down nearly 2% in Friday's premarket session.

<ul class="summary-bullets"><li>Joby alleged that Archer recruited one of its former employees earlier this year to gain access to confidential information.</li><li>As per Joby, George Kivork, the firm’s U.S. state and local policy lead, downloaded dozens of files and sent some content to his personal email, days before he submitted his resignation to join Archer.</li><li>Archer CEO Adam Goldstein, however, denied any wrongdoing and added that Joby’s accusations are “fantasy.”</li></ul>Archer Aviation (ACHR) stock was in the spotlight on Friday after rival Joby Aviation filed a lawsuit against the company for alleged corporate espionage.The stock has fallen over 12.8% this week, on course for the fourth consecutive week of decline. Archer Aviation stock has closed lower in seven of the previous 10 sessions.<h2 class="st-heading-2">What Did Joby Say In The Lawsuit?</h2>According to a lawsuit filed on Wednesday in a California Superior Court in Santa Cruz, Joby alleged that Archer recruited one of its former employees earlier this year to gain access to confidential information, which Joby dubbed “corporate espionage, planned and premeditated.”As per Joby, George Kivork, the firm’s U.S. state and local policy lead, downloaded dozens of files and sent some content to his personal email, days before he submitted his resignation to join Archer. The airtaxi maker further alleged that a real estate partner, which had signed an exclusive agreement with a partner, informed Joby that Archer had approached it with a “more lucrative deal.”The two companies are competing in the nascent electric vertical take-off and landing (eVTOL) industry, with many large cities worldwide considering the aircraft as an alternative to road travel to reduce traffic congestion and pollution.Joby alleges that the eVTOL rival’s understanding of “highly confidential” details helped it leverage negotiations. “Archer brazenly used that stolen information to interfere with Joby’s exclusive strategic partnership. Significant amounts of other Joby confidential information remain at risk in Kivork and/or Archer’s possession,” Joby said.Archer CEO Adam Goldstein, however, denied any wrongdoing. “Let me be clear, Archer has no deal with this developer. Joby’s accusations are fantasy. I get why Joby is frustrated…they’ve watched us win key deals time and time again,” he said on X. “Suing us for a deal that we never even bid on is wild. I guess desperation really clouds judgment.”<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/ACHR">Archer </a>was in the ‘bullish’ territory at the time of writing, while traders were 'bearish' on Joby.&nbsp;“We are correct in spotting a huge winner that is way oversold. Luck has little to do with this bullish call. Just wait and see,” one user said about Joby.<stembedurl>https://stocktwits.com/TheContessa/message/637030664</stembedurl>“Let it be known that as sellers sell, Cathy buys more,” another trader said about Archer.<stembedurl>https://stocktwits.com/DjDream1/message/637014590</stembedurl>Ark Investment Picks Up Over 970,000 Archer SharesCathie Wood’s Ark Investment Management scooped up 971,423 shares of Archer on Thursday, alongside Nvidia, Bullish, and Coinbase shares. Based on Thursday’s closing price, the firm would have paid about $7.3 million to acquire the shares. The latest acquisition comes after Ark picked up more than 3 million Archer shares earlier this month.Both companies expect to begin commercial operations in 2026. Archer stock has fallen by more than 30% this year, while Joby stock has gained by more than 58%. In 2023, Archer settled a lawsuit with Boeing’s air taxi unit Wisk Aero over the alleged theft of trade secrets.Also See: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-prices-drop-to-near-83-000-tom-lee-flags-deep-damage-to-market-makers/cLPMl5kREO3">Bitcoin Prices Drop To Near $83,000 — Tom Lee Flags Deep Damage To Market Makers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Midnight electric vertical takeoff and landing (EVTOL) aircraft from the American company Archer Aviation at the 54th International Paris Air Show (SIAE) on June 23, 2023 at Le Bourget. (Photo by Thierry NECTOUX/Gamma-Rapho)

Archer Aviation Stock On Course For 4th Straight Weekly Decline Amid Joby Lawsuit — Cathie Wood’s Ark Buys More

The stock has fallen over 12.8% this week, on course for the fourth consecutive week of decline. 

ARK Investment Management LLC - ARK Innovation ETF

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

Other – Comment Below

Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

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