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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgraded Palantir to Buy, citing expanding demand for sovereign AI and tailored applications, as shares approach record levels. Bulls are looking for a breakout, while skeptics point to the stretched valuation and repeated resistance near prior highs.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals strong quarterly results and plans to bring more data-center capacity online are driving attention, but the shares have struggled to hold gains. Bulls point to hyperscaler demand and execution; skeptics focus on heavy debt, interest costs, and how much of the revenue growth is recurring, against a difficult market backdrop.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is drawing attention after a conditional U.S. Department of War financing commitment to support domestic SiC and GaN production. Traders see it as a potential financial lifeline and short-squeeze catalyst, while skeptics stress that funding is not finalized and could bring dilution without resolving the companys profitability challenges.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos quarterly results topped expectations, but a cut to its full-year profit outlook and persistent North American weakness tempered the beat. Traders are split between buying the battered stock for its valuation and dividend and doubting a turnaround as consumer demand and margins remain pressured.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

SemiAnalysis reports of power, network and storage problems at IRENs legacy British Columbia data centers are fueling concern amid a sharp pullback in the AI data-center group. Traders debate whether the reported issues undermine IRENs growth story or are overstated, with bulls pointing to its newer Texas facilities and Nvidia backing while bears question management and execution.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is drawing attention amid a sharp, persistent selloff shared by AI data-center peers, with traders pointing to rising bond yields, weak sector sentiment, and continued selling pressure. Bulls cite hyperscaler lease commitments and demand for AI infrastructure, while bears question valuation, profitability, and the timing of additional signed contracts.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Reports that Starbucks explored a potential takeover of Chipotle are driving merger speculation, with traders debating whether a deal is plausible and what premium it might require. No formal offer is established in the discussion.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenuss reported three-year survival data for BOT+BAL in recurrent ovarian cancer is driving discussion, with bullish traders viewing the results as evidence of durable benefit. Skeptics point to the small, nonrandomized Phase 1b cohort and note that the combination remains investigational in the U.S.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Reports that Starbucks explored a potential takeover of Chipotle have sparked the main discussion, with traders speculating about a buyout premium and reacting to the shares rise. The deal remains unconfirmed: traders also cite reports that Chipotle has received no takeover bid.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs expansion of contracted power capacity at its Muskie data campus has drawn attention, but the shares have sold off despite the favorable AI/data-center growth update. Traders are split between viewing the added capacity as support for the long-term HPC thesis and worrying about financing needs, insider sales, and continued underperformance versus peers.

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$PATH UiPath has achieved numerous awards that are priceless.. Allow me to Explain!

If you want to understand how fast a technology company is actually improving, you have to look past the daily stock chart noise and focus on the hard evidence coming from the tech industry itself. 

Over the last several months, UiPath has quietly put together an absolutely historic run of major product awards, top-tier research certifications, and global security milestones that serve as definitive proof the company is executing its long-term product roadmap flawlessly.

Connecting the dots on this massive wave of industry recognition:

• The Gartner BOAT Crown: In a major milestone, Gartner officially positioned UiPath as a Leader in the brand-new Magic Quadrant for Business Orchestration and Automation Technology (BOAT). This proves the enterprise world no longer looks at them as just an old desktop bot seller, but as the supreme software layer that coordinates humans, traditional apps, and AI agents.

• Intelligent Document Moat: UiPath was also positioned as a Leader in the Gartner Magic Quadrant for Intelligent Document Processing (IDP) for the second straight year, alongside being recognized as the definitive leader in independent analyst evaluations for Adaptive Process Orchestration software.

•Public G2 Validation: The 2026 G2 Best Software Awards officially recognized UiPath as a dominant market leader across five critical enterprise categories simultaneously: Best Agentic AI, AI Software, Development Software, IT Management Software, and Global Sellers.

• The FUSION 2026 Partner Awards: Hosted live on the main stage in Las Vegas, the summit recognized elite organizations pioneering agentic automation across nearly 250 enterprise use cases spanning 30+ countries. Elite global integration winners included Accenture (Agentic Leadership), Deloitte (Strategic Solution), Ashling Partners (Agentic Transformation), QualityKiosk Technologies (International Agentic Testing Pioneer), and Cognizant (BFSI Partner of the Year).

• Production Scale Proof: UiPath won the 2026 GeekWire AI Breakthrough Awards for running agentic AI at full production scale. To back this up, their annual AI25 Awards highlighted multi-billion-dollar economic powerhouses—including WEX, Clorox, and Volkswagen Financial Services—fundamentally transforming their core business models using the platform.

• Sovereign Security Certifications: In an incredible regional milestone, UiPath achieved official certification under the Dubai Electronic Security Center (DESC) Cloud Service Provider Security Standard for its UAE Automation Cloud, officially clearing it to deploy agentic AI tools for public sector and government entities across Dubai. It continuously maintains foundational clearances including SOC 2 Type II, ISO/IEC 27001, ISO 27017, and ISO 27018.

• Global Media Honors: The UiPath Platform for agentic automation and orchestration was officially recognized on TIME Magazine’s Best Inventions List for its deep originality and multi-departmental enterprise impact.

• Modernized Certification Pathways: The UiPath Certified Professional Program launched the elite Automation Catalyst Badge for practitioners holding 5+ active professional credentials. They retired older tracks to roll out modernized AI pathways: Agentic Automation Builder Professional, Specialized AI Professional, Software Testing Engineer Professional, and Automation Solution Architect Professional.

There is still room for improvements, specifically on the financials side. But overall, these types of news tell me that UiPath isn&#39;t a &quot;dead&quot; stock.. 

it is a stock that has successfully pivoted from traditional RPA to a leader in Business Orchestration and Automation Technology (BOAT).

The real question is now whether UiPath benefits from the potential agentic AI market trajectory, and turns their vision into a growing monetization.

 Financials have been a bit disappointing to Wall Street analysts despite the growing numbers because they crave massive growth, and if UiPath proves that, then we could potentially witness a huge re-rating. We have seen the vision, we have seen the products, we have seen the execution... What remains is the financial proof in revenues, EPS, ARR, and NRR. Definitely one to keep an eye on for the next few years.

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Tommy Hurley

Alan Plaistow

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UiPath Inc

 UiPath has achieved numerous awards that are priceless.. Allow me to Explain!

If you want to understand how fast a technology company is actually improving, you have to look past the daily stock chart noise and focus on the hard evidence coming from the tech industry itself. 

Over the last several months, UiPath has quietly put together an absolutely historic run of major product awards, top-tier research certifications, and global security milestones that serve as definitive proof the company is executing its long-term product roadmap flawlessly.

Connecting the dots on this massive wave of industry recognition:

• The Gartner BOAT Crown: In a major milestone, Gartner officially positioned UiPath as a Leader in the brand-new Magic Quadrant for Business Orchestration and Automation Technology (BOAT). This proves the enterprise world no longer looks at them as just an old desktop bot seller, but as the supreme software layer that coordinates humans, traditional apps, and AI agents.

• Intelligent Document Moat: UiPath was also positioned as a Leader in the Gartner Magic Quadrant for Intelligent Document Processing (IDP) for the second straight year, alongside being recognized as the definitive leader in independent analyst evaluations for Adaptive Process Orchestration software.

•Public G2 Validation: The 2026 G2 Best Software Awards officially recognized UiPath as a dominant market leader across five critical enterprise categories simultaneously: Best Agentic AI, AI Software, Development Software, IT Management Software, and Global Sellers.

• The FUSION 2026 Partner Awards: Hosted live on the main stage in Las Vegas, the summit recognized elite organizations pioneering agentic automation across nearly 250 enterprise use cases spanning 30+ countries. Elite global integration winners included Accenture (Agentic Leadership), Deloitte (Strategic Solution), Ashling Partners (Agentic Transformation), QualityKiosk Technologies (International Agentic Testing Pioneer), and Cognizant (BFSI Partner of the Year).

• Production Scale Proof: UiPath won the 2026 GeekWire AI Breakthrough Awards for running agentic AI at full production scale. To back this up, their annual AI25 Awards highlighted multi-billion-dollar economic powerhouses—including WEX, Clorox, and Volkswagen Financial Services—fundamentally transforming their core business models using the platform.

• Sovereign Security Certifications: In an incredible regional milestone, UiPath achieved official certification under the Dubai Electronic Security Center (DESC) Cloud Service Provider Security Standard for its UAE Automation Cloud, officially clearing it to deploy agentic AI tools for public sector and government entities across Dubai. It continuously maintains foundational clearances including SOC 2 Type II, ISO/IEC 27001, ISO 27017, and ISO 27018.

• Global Media Honors: The UiPath Platform for agentic automation and orchestration was officially recognized on TIME Magazine’s Best Inventions List for its deep originality and multi-departmental enterprise impact.

• Modernized Certification Pathways: The UiPath Certified Professional Program launched the elite Automation Catalyst Badge for practitioners holding 5+ active professional credentials. They retired older tracks to roll out modernized AI pathways: Agentic Automation Builder Professional, Specialized AI Professional, Software Testing Engineer Professional, and Automation Solution Architect Professional.

There is still room for improvements, specifically on the financials side. But overall, these types of news tell me that UiPath isn't a "dead" stock.. 

it is a stock that has successfully pivoted from traditional RPA to a leader in Business Orchestration and Automation Technology (BOAT).

The real question is now whether UiPath benefits from the potential agentic AI market trajectory, and turns their vision into a growing monetization.

 Financials have been a bit disappointing to Wall Street analysts despite the growing numbers because they crave massive growth, and if UiPath proves that, then we could potentially witness a huge re-rating. We have seen the vision, we have seen the products, we have seen the execution... What remains is the financial proof in revenues, EPS, ARR, and NRR. Definitely one to keep an eye on for the next few years.