Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
ARK trimmed two AI software winners while adding $3.35 million to a flying-taxi startup and defending Tesla and bitcoin against bearish calls.
ARK sold its Palantir and AMD positions and put $3.35 million into Archer Aviation, while Wood publicly pushed back on a 'dead cat' bitcoin warning and kept Ark's core Tesla stake despite Tesla trailing every other Magnificent Seven stock in 2026.
The air taxi developer's acquisition marks the clearest signal yet that advanced air mobility companies are hedging uncertain commercial certification timelines with defense contracting — while Beta Technologies' CEO sells $1.15m of stock.
Joby Aviation has agreed to acquire a defense technology company for $500m, a strategically significant move that reorients the eVTOL pure-play toward government and military end markets. The deal lands as the broader advanced air mobility sector confronts protracted certification pathways and heavy cash burn. Separately, Beta Technologies president and CEO Kyle Clark disposed of $1.15m in shares, a datapoint bears will scrutinise given the sector's capital intensity.
Analysts cut Lucid despite a fresh cost-reduction program, while Hims & Hers pairs a revenue beat with a wider-than-expected loss and Rocket Lab absorbs a Neutron schedule slip — a broad repricing of unprofitable growth.
A cluster of downgrades and mixed prints is exposing the fragility of cash-consumptive growth equities. Lucid was downgraded on the view that its burn rate remains unsustainable even after cost cuts, Hims & Hers shares initially slumped as a wider loss overshadowed a top-line beat, and Rocket Lab is contending with a Neutron launch delay. The Trade Desk, meanwhile, is being characterized as navigating an 'existential crisis' in its core ad-tech franchise.