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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is seeing significant bullish momentum after a short-seller retracted serious allegations against a major shareholder, driving a rebound and sparking community discussion around an imminent short squeeze and anticipated strong earnings.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio Inc. is trending after the FDA issued a Complete Response Letter (CRL) for its RGX-121 gene therapy, citing trial design concerns and intensifying community discussion around the stringent regulatory environment for gene therapies. While many anticipate further stock depreciation and question the company's outlook, some investors highlight other pipeline assets as potential future drivers.

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 gaining significant attention following its pre-announcement of substantially raised revenue guidance for fiscal year 2026, driven by strong demand in the AI infrastructure buildout. The community is actively discussing its position as a key "picks and shovels" beneficiary of massive hyperscaler capital expenditures, despite recent price volatility and ongoing debates around its core technology and insider share sales.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is seeing significant discussion as investors grapple with its recent price action ahead of its upcoming Q4 earnings report. Community sentiment is split between those who view its AI-powered lending model as massively undervalued given its profitability and prudent risk management, and others concerned by its conservative growth outlook and the broader fintech sector's current struggles.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor is trending due to its latest earnings, where a revenue miss and softer forward guidance, particularly against a backdrop of ongoing automotive market softness, have disappointed investors. Community discussion centers on the company's valuation, perceived lack of growth beyond pure AI chip plays, and the broader impact of the EV sector slowdown.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings Inc. is trending after its stock plunged following the abrupt exits of its CFO and general counsel amidst an accounting review and delayed SEC filings, leading to a split in the community between those fearing significant financial issues and others who believe the drastic sell-off presents an overdone buying opportunity.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is experiencing a significant sell-off after providing weaker-than-expected revenue guidance for the upcoming quarter and fiscal year, despite reporting stronger-than-anticipated earnings and revenue growth. The community is actively debating whether this dip is an overreaction, weighing the company's strong customer retention and large cash reserves against intensifying market fears that AI tools could disrupt the traditional software business model.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is seeing heightened discussion ahead of its earnings report, as the community debates whether its perceived undervaluation and recent insider buying will spark a rebound or if previous guidance adjustments and broader fintech sector concerns will lead to another significant decline.

AgomAb Therapeutics NV is a clinical-stage biopharmaceutical company focused on developing novel disease-modifying therapies for immunology and inflammatory diseases. Its mission is to develop disease-modifying therapeutics that aim to resolve fibrosis and restore organ function, enabling patients with these disorders to live fuller and healthier lives. The company was founded by Paolo Michieli, Manuela Cazzanti, Virginia Morello, Federica Caterina Linty, Michael Potter Saunders, and Hans J. W. de Haard in 2017 and is headquartered in Ghent, Belgium.

AgomAb Therapeutics NV - ADR

AGMB is trending as a recent IPO, driving community discussion around its low float and market cap, with some anticipating a significant move higher while others expect a pullback after an initial run.

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.

Amkor Technology is trending after reporting a significant earnings beat and robust revenue guidance, sparking community discussion around its substantial advanced packaging investments for AI and compute, which are strongly supported by CHIPS Act funding.

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Calix (NYSE:CALX) Downgraded by Wall Street Zen to Buy

Wall Street Zen downgraded shares of Calix from a "strong-buy" rating to a "buy" rating in a research note on Saturday...

Calix CEO Michael Weening To Keynote at MWC26 Barcelona: How Agentic AI Enables an Experience of One for Every Subscriber

Calix, Inc. (NYSE: CALX) today announced that President and Chief Executive Officer Michael Weening will deliver a keynote in the Tuesday morning, March 3, Architects of the AI Age session at MWC26...

The New York Times' Q4 Earnings Beat Highlights Digital Momentum

NYT's Q4 results beat expectations as digital subscriptions, ARPU and advertising surge, lifting revenues 10.4% and free cash flow to $550.5M.

Mirae Asset Global Investments Co. Ltd. Acquires Shares of 24,894 Calix, Inc $CALX

Mirae Asset Global Investments Co. Ltd. bought a new position in Calix, Inc (NYSE:CALX - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm...

Penserra Capital Management LLC Has $9.82 Million Stock Holdings in Calix, Inc $CALX

Penserra Capital Management LLC lowered its stake in Calix, Inc (NYSE:CALX - Free Report) by 37.4% during the third quarter, according to its most recent Form 13F filing with the Securities and...

Federated Hermes Inc. Makes New $7.09 Million Investment in Calix, Inc $CALX

Federated Hermes Inc. purchased a new position in Calix, Inc (NYSE:CALX - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange...

Lisanti Capital Growth LLC Boosts Holdings in Calix, Inc $CALX

Lisanti Capital Growth LLC raised its stake in shares of Calix, Inc (NYSE:CALX - Free Report) by 118.4% in the third quarter, according to the company in its most recent 13F filing with the...

Calix Share Price Decreases 11.9% Despite Strong Q4 Earnings Growth

CALX shares slide 11.9% after reporting Q4 earnings, as a weaker Q1 outlook points to margin pressure from customer mix and overlapping cloud costs.

Down 11.9% in 4 Weeks, Here's Why Calix (CALX) Looks Ripe for a Turnaround 

The heavy selling pressure might have exhausted for Calix (CALX) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Calix (NYSE:CALX) Raised to Strong-Buy at Zacks Research

Zacks Research raised shares of Calix from a "hold" rating to a "strong-buy" rating in a research note on Wednesday...

Calix, Inc. provides cloud and software platforms, systems and services required to realize the unified access network. The firm offers broadband communications access systems and software for fiber and copper-based network architectures that enable communications service providers to transform their networks and connect to their residential and business subscribers. It enables communication service providers to provide a wide range of revenue-generating services from basic voice and data to advanced broadband services over legacy and next-generation access networks. The firm focuses on communications service providers access networks with the portion of the network, which governs available bandwidth and determines the range and quality of services that can be offered to subscribers. It also develops and sells carrier-class hardware and software products. The company was founded by Michael L. Hatfield and Carl E. Russo in August 1999 and is headquartered in San Jose, CA.

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