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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

DELL is trending following a significant earnings beat and a sharp increase in full-year revenue guidance, driven by surging AI server demand and a record backlog. While retail sentiment is overwhelmingly bullish, some traders expressed frustration over pre-earnings price volatility, characterizing it as market manipulation.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending following a significant post-earnings sell-off, where investors reacted negatively to margin compression and high expectations despite strong revenue growth and upbeat guidance. While some traders view the price drop as an attractive buying opportunity for a long-term AI play, others remain cautious about valuation and future margin pressure.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following the initiation of analyst coverage with a bullish price target and a significant insider share purchase, both of which are being weighed against ongoing concern regarding satellite launch timelines and production manufacturing delays. While some investors view these developments as a potential turnaround for the stock, the community remains divided between those expressing long-term conviction in the company's technology and traders concerned by the absence of immediate commercial launch catalysts.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending following significant volatility as investors debate the impact of ongoing infrastructure development and expansion efforts, including its carbon-capture project in Rotterdam and data center capacity reservations. While some traders express frustration over financial performance and dilution concerns, others highlight the potential of the company's backlog and strategic partnerships as key long-term catalysts.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending as traders analyze its recent fiscal earnings report, which topped estimates and included an upbeat outlook for the upcoming fiscal year. While the company's cybersecurity platform growth remains a focal point, the stock has experienced volatile price action, with some investors expressing concern over its premium valuation relative to organic growth rates.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise is trending as traders analyze its position within the AI infrastructure sector, often comparing the stock's valuation and market performance to peers like Dell and Supermicro ahead of upcoming earnings reports. While community sentiment is largely bullish, discussion remains fragmented due to debate over the company's growth outlook and its recent stock price consolidation.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are volatile following an earnings report where a beat-and-raise was overshadowed by investor disappointment regarding the growth outlook for its Atlas cloud platform. While bulls point to strong long-term fundamentals and potential AI tailwinds, bears remain focused on decelerating growth metrics and stretched valuations.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is surging following a strong fiscal second-quarter earnings report that featured a revenue beat, record new customer growth, and raised guidance. Investors and analysts are highlighting the company's progress with its AI-driven Flex offering and improved sales execution as key catalysts for the positive market reaction.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as traders speculate on a potential sector-wide rebound following a period of intense volatility and bearish sentiment across space stocks. Investors are weighing the company's long-term potential in geospatial data and defense against ongoing concerns regarding management's capital allocation and recent share dilution.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E Corp shares are trending after Bank of America downgraded the stock following the failure of Senate Bill 492 to pass, which investors hoped would provide stronger protections against wildfire-related financial liabilities. While the downgrade sparked significant negative sentiment, some traders expressed skepticism regarding the selloff, describing it as an overreaction to legislative developments.

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Is Bombardier Inc. (BDRBF) Stock Outpacing Its Aerospace Peers This Year?

Here is how Bombardier Inc. (BDRBF) and Redwire Corporation (RDW) have performed compared to their sector so far this year.

Bombardier, General Dynamics Caught In Crosshairs Of Trump's New Tariff Fury On Canada Over Business Jets

Equity

Trump warned of a 50% tariff on Canadian-made aircraft and floated broader trade penalties if Canada moves ahead with China.


L3Harris Gets $2.26B Contract To Deliver Modified Bombardier Jets To South Korea

Earlier this month, South Korea’s President Lee Jae Myung said that the country will raise defense spending by 8.2% to 66.3 trillion won.

Honeywell Projects Record Business Jet Deliveries In Next Decade: Which Stocks Could Benefit?

The company said that 8,500 new business jets, with a projected value of $283 billion, will be delivered over the next 10 years, with an average annual growth rate of 3%.

Bombardier continues climb as RBC raises PT, sees more upside

Investing.com -- Shares of   Bombardier Inc   (TSX:BBDb) soared 3% on Monday, lifting the stock to its highest level since 2011, after RBC (TSX:RY) Capital Markets increased its price target on the business jet manufacturer to C$175 from C$108. The call reflects growing investor confidence in the company’s long-term free cash flow potential and valuation re-rating despite near-term earnings remaining below Street estimates.

Bombardier Stock Rockets To Over 11-Year High As Analysts Cheer $1.7B Jet Order: ‘Firing On All Cylinders’

The aircraft maker stated earlier this week that the buyer also has options to buy 70 more aircraft.

Bombardier Scores $1.7B Contract Win For Business Jets, Services

The business jet deliveries are scheduled to begin in 2027.

Bombardier reports $1.7 bln order from new customer for aircraft, services

Investing.com-- Bombardier Inc (TSX:BBDb) on Monday reported a combined $1.7 billion aircraft and services order from a new customer, with deliveries set to begin from 2027.

Bombardier, Inc. engages in the design, building, and maintenance of aircraft. It operates through the Business Aircraft and Others segments. The Business Aircraft segment is involved in selling new aircraft, pre-owned aircraft, and defense aircraft, as well as services and support including parts, smart services, service centers, training, and technical publications. The Others segment refers to the sale of components related to commercial aircraft programs. The company was founded on June 19, 1902 and is headquartered in Dorval, Canada.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$1.60	--	--	N/A
Q2 '26	$1.32	$2.50	88.79%	BEAT
Q1 '26	$0.74	$1.81	143.88%	BEAT
Q4 '25	$3.40	$4.80	41.26%	BEAT
Q3 '25	$1.41	$1.21	-13.96%	MISSED

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