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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 Technologies shares surged following a fiscal second-quarter earnings report that featured a revenue and earnings beat alongside a significant upward revision to its full-year outlook. The community remains divided, with many traders celebrating the robust AI server demand and backlog, while others question the durability of the current AI-driven growth and point to high valuation concerns.

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 shares fell sharply as investors reacted to concerns over gross margin compression and slowing revenue growth despite an earnings beat. While some market participants worry that the results signal an end to the stock's growth momentum, many retail traders remain bullish, viewing the sell-off as an attractive buying opportunity for a long-term AI infrastructure play.

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 as investors react to a new buy rating from Berenberg and reported insider purchases, which have provided a floor for the stock amid ongoing volatility in the space sector. While retail sentiment remains divided, many traders are focusing on upcoming commercial milestones, specifically the expected Q4 launch integration with US Mobile and broader satellite deployment progress.

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

Netlist is trending as investors monitor ongoing patent litigation and anticipate favorable developments, including upcoming Federal Circuit oral arguments regarding the '912 patent and a potential ITC investigation against Micron. While some traders express frustration over technical price volatility and perceived market manipulation, the prevailing community sentiment remains bullish on the company's long-term patent portfolio and potential for further settlements.

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 as traders debate the company's long-term commercial pipeline and execution, with bullish sentiment driven by the potential for AI data center energy demand and progress on the Rotterdam Porthos project, while bears express frustration over consistent revenue misses, dilution, and the current leadership.

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 experiencing significant volatility following a second-quarter report that featured a revenue and earnings beat alongside raised full-year guidance. While investors welcomed the strong financial results, the stock is facing downward pressure as the market reacts to a deceleration in the growth rate of the Atlas cloud business, leading to concerns that future growth may not meet high expectations.

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 shares are receiving attention following positive earnings results that surpassed analyst expectations, alongside a new AI-focused acquisition. While some traders debate the stock's high valuation and organic growth rates, sentiment remains strongly bullish as investors focus on its platformization strategy and leadership in AI-driven cybersecurity.

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 shares surged following a strong fiscal second-quarter earnings report that featured a revenue beat, record gross bookings, and increased guidance. Investors are responding positively to the company's growth in large enterprise deals and the early traction of its AI-focused Flex offering.

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

HPE is trending as investors and analysts highlight the company's attractive risk-reward profile and exposure to enterprise AI infrastructure demand. Market sentiment is bolstered by bullish analyst upgrades and consistent institutional interest, though some traders express frustration with the stock's recent sideways consolidation.

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 shares are facing pressure following a California legislative setback where a proposed bill to provide wildfire liability relief failed to move forward. Traders are expressing significant uncertainty and disagreement, with some characterizing the stock as "uninvestable" due to unresolved wildfire liability risks, while others view the sell-off as an overreaction and are looking for a potential bounce.

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Tesla’s Much-Awaited Cybercab Launch Is Here — Morgan Stanley Says One Thing Could Decide TSLA Stock Reaction

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Morgan Stanley said if the EV maker puts only a limited number of vehicles on the road, shares could sell off through the launch event.

Jensen Huang Says Cyberattacks Will Grow ‘Exponentially’ — Nvidia, CrowdStrike Build AI ‘Superintelligence’ For Cyber Defense

CrowdStrike and Nvidia announced a partnership to build SafeMind, designed to defend enterprises against increasingly autonomous cyberattacks.


AAPL Stock Price Target Hiked Ahead Of iPhone Launch – But Analyst Still Sees Downside Amid CEO Transition 

Rosenblatt raised Apple’s price target to $303, but the new target still implies roughly 4.4% downside from current levels.


Nvidia’s $3B Bet On SB Energy Anchors SoftBank Data-Center IPO Push – OpenAI Holds 3.9M Warrants

The investment adds to Nvidia’s recent push into other parts of the AI ecosystem, including its $3.5 billion MediaTek investment and reported $12.9 billion Hugging Face acquisition.


AMZN Stock Slips On $20B FTC Ad Lawsuit: Citi Calls Pullback A ‘Buying Opportunity’ As Amazon ‘Strongly Disagrees’ With Allegations

Citi said continued advertiser spending and accelerating AI demand at AWS support its bullish view of Amazon.


Jensen Huang Says Nvidia Is ‘Not Intimidated’ By Custom AI Chips – $3.5B MediaTek Bet Targets ‘Reinvention’ Of Windows PC

In an interview with Bloomberg, CEO Jensen Huang said Nvidia is “welcoming” custom AI chips by making it easier for them to connect to its infrastructure.


Apple’s New CEO Needs To Find Its Next iPhone: ‘That’s Ternus’s Big Job,’ Says Futurum Group CEO

John Ternus takes over as Apple CEO on Tuesday, succeeding Tim Cook after more than a decade at the helm.


Meta Could Overtake Google Search Ad Revenue In 2026, Bernstein Says: AI Is Driving The Shift 

Bernstein said AI is improving ad targeting, recommendations, engagement, and delivery.


AAPL Stock Heads For Another Green Month As John Ternus Takes The Reins From Tim Cook: What Could Change?  

Ternus, who will take over as Apple CEO on Sept. 1, faces an immediate test with Apple’s fall product launch and new AI-powered Siri.


NVDA Stock Posts Biggest Jump In 14 Months On $12 Trillion Valuation Call From Raymond James – ‘Supply Is The Primary Constraint’

Raymond James raised its Nvidia price target to $515 from $352, implying a market value of roughly $12.4 trillion if it reaches that level.


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