ARK Invest's 2025 performance data has been finalized, offering a comprehensive look back at the stocks Cathie Wood identified as underappreciated going into the previous year. AMD stock is moving. See the chart and price action here. ARK's WinnersRobinhood Markets, Inc. (NASDAQ:HOOD) emerged as the primary driver of growth for Ark's portfolio over the last year. ending 2025 with a 204% gain. The firm noted that Robinhood successfully transitioned from a meme-stock trading app into a full-service financial ...

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% net of fees in the fourth quarter of 2025, compared to a 1.2% return of the Russell 2000 Growth Index. Following double-digit returns in 2Q and 3Q, small caps concluded the year with a 1.2% return in 4Q. Biotech stood out as a major per ...

An updated edition of the Jan. 6, 2026, article.Genomics is the comprehensive study of genomes—the complete set of deoxyribonucleic acid (DNA) within an organism. Rapid scientific progress in this field has intensified interest among pharmaceutical and biotechnology companies seeking deeper insight into disease biology and more effective therapeutic strategies.It is important to distinguish between genetics and genomics. Genetics focuses on individual genes and their functions, whereas genomics primarily ai ...

Core Insights - 10x Genomics reported revenue of $166.03 million for Q4 2025, reflecting a year-over-year increase of 0.6% and a slight surprise of +0.01% over the Zacks Consensus Estimate of $166.01 million [1] - The company posted an EPS of -$0.13, which is an improvement compared to -$0.40 from the previous year, resulting in an EPS surprise of +31.58% against the consensus estimate of -$0.19 [1] Revenue Breakdown - Services revenue reached $8.47 million, exceeding the four-analyst average estimate of $7.78 million, marking a year-over-year increase of +18.7% [4] - Instruments revenue was reported at $15.47 million, surpassing the three-analyst average estimate of $14.4 million, but showing a significant year-over-year decline of -36.5% [4] - Spatial consumables revenue amounted to $40.96 million, slightly above the $39.03 million average estimate, with a year-over-year increase of +14.4% [4] - Total consumables revenue was $141.75 million, exceeding the estimated $134.78 million, representing a year-over-year growth of +6.2% [4] - Instruments revenue in the spatial category was $9.36 million, above the average estimate of $7.98 million, but reflecting a year-over-year decrease of -30.3% [4] Stock Performance - Over the past month, shares of 10x Genomics have declined by -8.5%, in contrast to the Zacks S&P 500 composite's slight decrease of -0.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - ProPhase Labs, Inc. is hosting a webinar on February 3, 2026, at 4:15 p.m. ET to present its growth strategies and recent achievements [1][2] Company Overview - ProPhase Labs is a next-generation biotech and genomics company focused on healthcare innovation, including Whole Genome Sequencing and diagnostic development [5] - The company aims to revolutionize healthcare through actionable insights and a direct-to-consumer marketing platform for OTC dietary supplements [5] Recent Milestones - The company has achieved full U.S. patent approval and clinical validation for its BE-Smart Esophageal Cancer Test, which targets a market valued between $7 billion and $14 billion [2] - ProPhase is collaborating with Crown Medical Collections to recover over $50 million in COVID-19 receivables [2] Strategic Initiatives - The company is streamlining its cost structure and expanding its consumer genomics business, Nebula Genomics, which contains one of the largest DNA datasets globally [2] - Upcoming catalysts include the commercialization of the BE-Smart test and the expansion of its DNA Complete and DNA Expand product lines [2] Investor Engagement - A live Q&A session will follow the webinar presentation, allowing investors to engage directly with company leadership [3]

Core Insights - Guardant Health is experiencing significant growth, with shares rising substantially over the past six months and recent key collaborations enhancing its market position [1][2] - The company is at an inflection point, making it an attractive investment opportunity for growth investors [2][3] Financial Performance - In Q3 2025, Guardant Health's core oncology business achieved positive free cash flow, one quarter ahead of its target, and management anticipates maintaining this positive cash flow into Q4 and throughout 2026 [3] - The current market capitalization of Guardant Health is $14 billion, with a gross margin of 63.76% [2] Partnerships and Collaborations - Guardant Health is collaborating with Path Group to market the Shield blood test for colorectal cancer screening across more than 250 health systems [4] - The partnership with Quest Diagnostics is set to expand in Q1 2026, aiming to make the Shield test available to U.S. physicians and patients [4] Regulatory Approvals - The company received FDA approval for Guardant360 CDx as a companion diagnostic for Pfizer's Braftovi in combination with Eli Lilly's Erbitux, marking a significant milestone in colorectal cancer treatment [5] Market Outlook - Although the recent partnerships and FDA approval will not impact Q4 results, they are expected to create positive momentum for the stock in the long term [6] - Investors are advised to consider the long-term investment thesis for Guardant Health, as immediate results may not reflect the company's future potential [7]

Core Viewpoint - ProPhase Labs, Inc. is actively pursuing the recovery of outstanding COVID-19 testing receivables through its Crown Medical Collections initiative, which is expected to enhance liquidity and support ongoing operations during its Chapter 11 restructuring process [1][6][7]. Group 1: Operational Update - Crown Medical Collections is engaged in settlement negotiations with over 250 insurance payors regarding outstanding receivables from COVID-19 diagnostic testing services [2][3]. - Approximately 50 of these negotiations are in advanced stages, with expected resolutions within 30 to 90 days, potentially generating substantial proceeds for the company [3][5]. - The company's laboratory subsidiaries generated around $300 million in gross billings during the pandemic, with about $150 million in claims either unpaid or underpaid [3][4]. Group 2: Recovery Efforts - Crown Medical believes that many insurance payors have systematically delayed or denied valid claims, which were not due to administrative errors but rather broader payment practices [4]. - The initiative aims to recover the unpaid or underpaid portion of testing billings, with estimated net cash recoveries potentially exceeding $50 million after legal costs [5]. Group 3: Chapter 11 Reorganization - The Chapter 11 reorganization is designed to streamline recovery efforts under court supervision while protecting ProPhase Labs at the parent level [6]. - After satisfying subsidiary-level creditor obligations, remaining proceeds are expected to benefit ProPhase Labs, Inc. [6]. Group 4: CEO Commentary - The CEO of ProPhase Labs expressed confidence in the recovery initiative, noting that initial settlements anticipated in early 2026 could significantly improve liquidity and support restructuring efforts [7]. - Crown Medical is pursuing both negotiated settlements and litigation strategies to maximize recoveries efficiently [7].

Core Insights - Ark Invest has introduced its "big ideas" for 2026 through a series of custom images called "ARKmoji," inviting followers to interpret the themes behind each image [1][2] Group 1: AI Agents - The first ARKmoji represents agentic AI, with user interpretations divided among AI Agent Takeover (37.5%), AI Consumer Op System (32.2%), and Build-Your-Own-Agent (25.7%) [3] - Relevant holdings in Ark's portfolio include Palantir Technologies Inc. (NASDAQ:PLTR), Tempus AI Inc. (NASDAQ:TEM), and Shopify Inc. (NASDAQ:SHOP) [3] Group 2: Genomics - The second ARKmoji, depicting a DNA helix, suggests a focus on genomics, with votes split among molecular diagnostics (34.7%), aging backwards (21.3%), multiomics (25.2%), and the software layer of biology (18.8%) [4] - Key stocks in this area include Crispr Therapeutics AG (NASDAQ:CRSP), 10x Genomics Inc. (NASDAQ:TXG), and Illumina Inc. (NASDAQ:ILMN) [4] Group 3: The Space Race - The third ARKmoji features a rocket, with 55% of users voting for reusable rockets, while 27.5% favored the broader theme of "The Space Race" [5] - Holdings in this sector are primarily found in Ark's Space & Defense Innovation ETF (BATS:ARKX), including Rocket Lab Corp. (NASDAQ:RKLB), Iridium Communications Inc. (NASDAQ:IRDM), and Intuitive Machines Inc. (NASDAQ:LUNR) [5] Group 4: Cryptocurrencies / Tokenization - The fourth ARKmoji shows a dollar note on a blockchain, indicating a focus on cryptocurrencies and tokenization, with 36.1% voting for cryptocurrencies and 41.1% for tokenization [6][7] - Relevant stocks include Coinbase Global Inc. (NASDAQ:COIN), BitMine Immersion Technologies Inc. (NYSEAMERICAN:BMNR), Bullish (NYSE:BLSH), and Robinhood Markets Inc. (NASDAQ:HOOD) [7] Group 5: Robotics - The fifth ARKmoji, depicting a robot, received 59% of votes for "Robotics," while 25.6% chose "I, Robot" [8] - Prominent holdings in this theme include Tesla Inc. (NASDAQ:TSLA), Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS), and AeroVironment Inc. (NASDAQ:AVAV) [8] Group 6: The Great Acceleration - The final ARKmoji shows a cluster of arrows, suggesting exponential growth, with "The Great Acceleration" receiving 55.8% of votes, followed by "S-Curves Feeding S-Curves" at 26% [9] - The specific stock or idea related to this theme remains unclear, but it may involve the convergence of various technologies and ideas [10]

Core Insights - Illumina has launched the world's largest genome-wide genetic perturbation dataset, the Illumina Billion Cell Atlas, aimed at accelerating drug discovery through AI across the pharmaceutical ecosystem [1][2] - The Atlas is part of a larger initiative to create a 5 billion cell atlas over three years, representing the most comprehensive map of human disease biology to date [1][11] Group 1: Collaboration and Partnerships - The Atlas is being developed in collaboration with founding partners AstraZeneca, Merck, and Eli Lilly, focusing on drug target validation and training advanced AI models [2][3] - Merck plans to utilize the Atlas to enhance precision medicine approaches in their drug discovery pipelines, leveraging AI/ML models to improve disease prediction [3][4] Group 2: Technological Advancements - The Atlas will capture responses of 1 billion individual cells to genetic changes via CRISPR across over 200 disease-relevant cell lines, including those related to immune disorders, cancer, and rare genetic diseases [5] - The Illumina Single Cell 3' RNA prep platform enables the capture of millions of individual cells in a single experiment, generating 20 petabytes of single-cell transcriptomic data annually [9] Group 3: Research and Development Impact - The Atlas will facilitate the characterization of drug and disease mechanisms, exploration of new indications, and validation of candidate targets from human genetics [6] - The initiative aims to translate genetic information into a clearer understanding of disease mechanisms, thereby enhancing drug development decisions [7] Group 4: Future Prospects - Illumina's BioInsight business is set to provide foundational technologies and datasets for the next generation of drug discovery and AI in pharmaceuticals [10] - The company is actively expanding multi-billion cell atlases over time, building on previous initiatives to create a comprehensive single-cell resource [11]

Core Insights - Illumina has appointed Eric D. Green, M.D., Ph.D., as Chief Medical Officer, effective February 2, to enhance its global medical strategy and advance the clinical use of genomics [1][2][3] Company Leadership Changes - Eric D. Green will join Illumina's Executive Leadership Team, focusing on expanding access to precision medicine and increasing the diversity of genomics data [2][3] - The company announced the departure of Chief Commercial Officer Everett Cunningham, who will become CEO of a life science tools company, with CEO Jacob Thaysen acting as interim CCO until a successor is named [5][6] Strategic Vision - Dr. Green is recognized as a leading figure in genomics, having previously served as the Director of the National Human Genome Research Institute, where he played a significant role in integrating genomics into modern medicine [3][4] - Illumina aims to leverage Dr. Green's expertise to enhance its impact on human health through genomics and to shape the future of genomic medicine [4][3] Upcoming Events - Illumina will participate in the J.P. Morgan Healthcare Conference, with CEO Jacob Thaysen scheduled to speak on January 13 at 7:30 AM Pacific Time [7]