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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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AppFolio: 3 Key Takeaways for Long-Term Investors

Key PointsFull-year revenue guidance increased to $1.122 billion to $1.127 billion...

AppFolio (APPF) Just Overtook the 50-Day Moving Average

When a stock breaks out above the 50-Day simple moving average, good things could be on the horizon. How should investors react?

Here's How Much a $1000 Investment in AppFolio Made 10 Years Ago Would Be Worth Today

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

3 Reasons Why Growth Investors Shouldn't Overlook AppFolio (APPF)

AppFolio (APPF) possesses solid growth attributes, which could help it handily outperform the market.

AppFolio Q3 2026 Earnings Call Transcript

AppFolio (NASDAQ:APPF) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. Forread more...

AppFolio (APPF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for AppFolio (APPF) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

AppFolio (APPF) Q3 Earnings and Revenues Beat Estimates

AppFolio (APPF) delivered earnings and revenue surprises of +2.25% and +0.47%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Docusign Inc. (DOCU) Hit a 52 Week High, Can the Run Continue?

DocuSign (DOCU) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Ahead of AppFolio (APPF) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics

Evaluate the expected performance of AppFolio (APPF) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

AppFolio (APPF) Dips More Than Broader Market: What You Should Know

In the closing of the recent trading day, AppFolio (APPF) stood at $212.13, denoting a -2.96% move from the preceding trading day.

• Reported GAAP EPS of $1.82 up 38.93% YoY
• Reported revenue of $295.69M up 18.58% YoY
• AppFolio's fiscal year 2026 outlook, based on information available October 22, 2026, has full-year revenue range increasing to $1.12B and non-GAAP operating margin range of 26.5% - 27.5%.

AppFolio's operating cash flow was 32.7% of revenue versus 34.5% in Q3 2025; sales and marketing expense was $48.62M versus $35.91M; non-GAAP measures may not provide directly comparable information.

AppFolio reported 19% year-over-year revenue growth and 8% unit growth, GAAP operating income of $57M at 19.4% of revenue, and an increasing fiscal year 2026 revenue range of $1.12B.

AppFolio, Inc., provides industry-specific cloud-based business software solutions, services, and data analytics for the real estate industry. The firm offers AppFolio Property Manager, a property management solution designed to address the operational and business requirements of property management companies and their business ecosystems, and AppFolio Investment Management, a cloud-based software solution for real estate investment managers of various sizes that provides tools and services designed to streamline their real estate investment management businesses. It also provides services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as artificial intelligence leasing assistant, tenant screening, electronic payment, utility management, maintenance contact center, tenant debt collection, and mailing services. The company was founded by Brian Donahoo, Klaus Schauser and Jonathan Walker in 2006 and is headquartered in Santa Barbara, CA.

Appfolio Inc - Ordinary Shares - Class A

Acadia, AppFolio, AKA Brands Among 7 Publicly Listed Firms Charged By SEC Over Whistleblower Protection Violation

Equity

Neutral Sentiment

The Securities and Exchange Commission (SEC) has announced settled charges against seven public companies for using employment, separation, and other agreements that violated rules prohibiting actions to impede whistleblowers from reporting potential misconduct to the regulator.The seven companies have cumulatively agreed to pay over $3 million in civil penalties. The highest penalty will be paid by Acadia Healthcare Company, Inc. (ACHC) at $1.386 million. AppFolio Inc. (APPF) agreed to pay $692,250 while AKA Brands Holdings Corp. (AKA) agreed to pay $399,750 in civil penalties.TransUnion (TRU) agreed to pay a civil penalty of $312,000 while LSB Industries (LXU) agreed to pay a $156,000 civil penalty. IDEX Corporation (IEX) will be paying a penalty of $75,000 and Smart for Life, Inc. (SMFL) agreed to pay $19,500.The regulator said that these companies required employees to waive their right to possible whistleblower monetary awards. “This severely impedes would-be whistleblowers from reporting potential securities law violations to the SEC,” it added.The SEC further stated that each of these firms were each charged with violating whistleblower protection Rule 21F-17(a), which prohibits any action to impede an individual from communicating directly with the SEC staff about a possible securities law violation.Creola Kelly, Chief of the SEC’s Office of the Whistleblower said ensuring that potential whistleblowers can communicate directly with the Commission is a critical part of the SEC’s oversight mandate.The companies have agreed not to violate this rule in the future and have taken steps to remediate the violations, including making changes to the relevant agreements, the regulator said.<figure class="image"><a href="https://stocktwits.com/symbol/ACHC"><img style="aspect-ratio:1898/544;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_09_09_at_12_25_09_PM_d647113a42.png" alt="Acadia Healthcare sentiment meter as of 12:05 p.m. ET on Sept. 09, 2024" width="1898" height="544"></a><figcaption>Acadia Healthcare sentiment meter as of 12:05 p.m. ET on Sept. 09, 2024</figcaption></figure>Interestingly, the SEC ruling failed to make a major dent in investor perceptions for most of the stocks. Except for Smart for Life Inc shares that fell over 7%, most of the stocks failed to elicit any major negative reactions. TransUnion stock, in fact, rose 2.5% on Monday.Recently, the SEC announced settled charges against Esmark Inc. and its founder, chairman, and former CEO, James P. Bouchard, for announcing a tender offer to purchase United States Steel Corporation (X) for $35 per share even though the firm lacked the financial means to conclude the transaction.The regulator said that without admitting or denying its findings, Esmark and Bouchard have agreed to cease and desist from committing any future violations of the stated provisions and to pay civil penalties of $500,000 and $100,000, respectively.Also See: <a href="https://stocktwits.com/news/markets/equity/sintx-technologies-stock-more-than-doubles/c7zpJXyRPL">SINTX Technologies Stock More Than Doubles As Firm Receives Notice Of Allowance For Patent Application</a>

SEC said that these companies required employees to waive their right to possible whistleblower monetary awards

The highest penalty will be paid by Acadia Healthcare Company, Inc. (ACHC) at $1.386 million. AppFolio Inc. (APPF) agreed to pay $692,250 while AKA Brands Holdings Corp. (AKA) agreed to pay $399,750 in civil penalties.

Acadia, AppFolio, AKA Brands Among 7 Publicly Listed Firms Charged By SEC

The seven companies have cumulatively agreed to pay over $3 million in civil penalties. The highest penalty will be paid by Acadia Healthcare Company, Inc. (ACHC) at $1.386 million.

Acadia Healthcare Company Inc

a.k.a. Brands Holding Corp

Idex Corporation

LSB Industries, Inc.

Smart for Life Inc

TransUnion

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Do you think Jensen Huang will be removed as Nvidia’s (

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$1.72	--	--	N/A
Q3 '26	$1.79	$1.82	1.70%	BEAT
Q2 '26	$1.69	$1.71	1.15%	BEAT
Q1 '26	$1.47	$1.61	9.21%	BEAT
Q4 '25	$1.25	$1.39	10.84%	BEAT

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