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Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas strong quarterly results and raised outlook, including an ambitious 2027 growth forecast, have focused attention on demand for AI data-center hardware and networking. Traders are broadly positive on the business outlook but debate whether growth is already priced in, while the shares sharp, volatile pullback despite the results has raised concerns about valuation, margins, and cash flow.

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 under pressure alongside other neocloud stocks after Elon Musk warned that tighter debt markets could lead to failures and consolidation among AI infrastructure providers. Traders are split between fears over financing and heavy capital needs and the view that Nebius has sufficient funding and customer commitments to keep expanding.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians slide to fresh 52-week lows has traders focused on whether its upcoming quarterly results and outlook can show improving margins and manageable cash burn as the R2 ramp progresses. Bulls cite strong recent deliveries and oversold conditions, while bears remain concerned about profitability and managements execution.

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 drawing attention ahead of its quarterly results, with the recent pullback and bearish options activity raising concerns about checkout growth, margins and guidance. Bulls point to the low valuation and buybacks, while speculation about a takeover or bank-charter progress remains unconfirmed.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkors quarterly report missed revenue and EPS expectations, with next-quarter guidance also below consensus, prompting debate over the outlook. Bears see the weaker forecast as a reason for further downside, while bulls argue the disappointment was already priced in after the selloff and point to the shares perceived value and a possible short-covering rebound.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools weaker third-quarter results and sharply reduced 2026 earnings outlook are driving attention, with soft North American demand and higher costs weighing on the business. Traders are largely reacting bearishly and raising concerns about debt and the prolonged downturn, while some see the selloff as a potential value opportunity.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers reported withdrawal from preliminary Instacart acquisition talks is drawing attention, with traders split between seeing it as a way to avoid an expensive deal and questioning why the stock remains weak. The discussion also reflects broader concerns about autonomous-vehicle competition and frustration with UBERs recent price performance.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Reports of DoorDash acquisition talks are driving attention, with traders reacting to the prospect of a sale and speculating about a takeover premium. The discussions remain unconfirmed as a definitive deal, and some traders caution that the talks could fall through.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP plunged amid a broad selloff in Brazilian assets following Lula da Silvas election victory, as investors reacted to concerns about government spending and fiscal discipline. Traders are divided between calling the drop an overreaction and buying for a rebound, while others warn that political uncertainty could keep pressure on the shares.

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

USAR is under sustained selling pressure, with traders citing dilution and cash-burn concerns, delayed production milestones, and frustration over limited management communication; some blame heavy shorting, though that claim is speculative. The community is split between viewing the stock as deeply oversold and expecting a possible short-covering bounce, and fearing further declines until the company demonstrates execution.

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https://finance.yahoo.com/technology/ai/articles/top-ai-powered-cybersecurity-stocks-114700300.html

Mohamed Patel

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Growing AI adoption and escalating cyber threats are boosting demand for smarter security tools, creating opportunities for AI-powered cybersecurity stocks.