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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Oracles reaffirmation of its Project Jupiter fuel-cell commitment has eased force-majeure concerns and helped drive a sharp rebound in Bloom Energy shares, keeping its AI data-center power story in focus. Traders are celebrating the recovery and speculating about short covering, while others are taking profits and warning about the stocks high valuation and volatility.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances higher full-year revenue outlook, attributed to stronger demand for Amtagvi and Proleukin, is driving the sharp move. Traders are broadly bullish on the commercial growth signal and looking ahead to lung-cancer data, while some debate whether the rally may invite profit-taking; short-squeeze and takeover talk remains speculative.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival shares are surging after quarterly results topped expectations and the company raised its full-year outlook, supported by stronger bookings and yields. Traders are celebrating the beat, while some remain cautious about elevated fuel costs and a softer fourth-quarter earnings outlook.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for the U.S. Armys ALATTIS program to develop 10 kV silicon-carbide power semiconductors is driving attention, with traders viewing it as technology validation and a potential defense-market opportunity. The reaction is divided: bulls see a meaningful long-term milestone, while skeptics note that the awards financial terms were not disclosed and the prototype work may not deliver near-term revenue; the initial surge also gave way to volatile trading.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

The FHFAs move to allow Fannie Mae and Freddie Mac to use VantageScore alongside FICO has raised concerns that competition could weaken Fair Isaacs long-standing position in mortgage credit scoring, driving a sharp selloff. Traders debate whether the threat to FICOs business is substantial or the market reaction is an overreaction, with some pointing to its still-embedded business and others expecting pricing pressure and lost share.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

AstraZenecas strategic investment in Summit and collaboration to test ivonescimab combinations have driven attention, with traders welcoming the financing and pharma validation. The community is divided over whether the news supports further upside or could prompt a sell-the-news pullback, and many stress that the investment is not a buyout and does not resolve the separate FDA decision risk.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentums strong earnings and outlook, supported by demand for AI data-center optics and connectivity, are driving bullish attention. Traders are debating whether the rally can break through a major round-number resistance level, while others cite rich valuation, profit-taking, and sharp volatility.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

The Air Forces expanded assessment contract for Ondas-owned DZYNEs ULTRA surveillance drone is drawing attention, with traders viewing it as validation and speculating about a broader role in future military programs. Optimism over defense contracts and counter-drone deployments is tempered by frustration that the stock remains range-bound, alongside concerns about dilution and short selling.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQures shares are under pressure after four-year AMT-130 data for Huntingtons disease showed less slowing of progression than the three-year results, with the main measure no longer statistically significant. Traders are divided over whether this weakens the treatments prospects or whether the FDA review can still rely on the three-year data underpinning the BLA, with some attributing the later result to patient dropouts and external-control limitations.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles sharp rebound is being linked by traders to Michael Burry covering his common-stock short, though he replaced it with put options; some also pointed to OpenAIs reported revenue momentum and AI demand. Bulls cheered a possible short squeeze, while others questioned the catalyst or viewed the move as a bounce.

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Frontdoor, Inc. engages in the provision of home service plans. Its home service plans cover the repair or replacement of major home’s systems and appliances. The firm’s service focuses on water heaters, garbage disposals, doorbells, smoke detectors, ceiling fans, central vacuums, refrigerators, dishwashers and trash compactors. Its brands include American Home Shield, HSA, OneGuard and Landmark. The company was founded on January 2, 2018, and is headquartered in Memphis, TN.

Frontdoor Inc.

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We&#39;re about to enter Q4 - how are you positioning your portfolio for the rest of the year?

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We're about to enter Q4 - how are you positioning your portfolio for the rest of the year?

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$1.77	--	--	N/A
Q2 '26	$1.76	$1.93	9.66%	BEAT
Q1 '26	$0.68	$0.73	8.07%	BEAT
Q4 '25	$0.13	$0.23	74.14%	BEAT
Q3 '25	$1.49	$1.58	5.80%	BEAT

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