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Consumer Staples Select Sector SPDR Fund

A rotation into defensive consumer staples amid weakness in tech and AI-related shares is driving attention, with traders highlighting XLPs rebound from support and move to fresh highs. Some see the rally continuing, while others warn the trade is crowded and stretched, raising concerns about a pullback.

XPeng, Inc. is a global physical AI company, which engages in bringing artificial intelligence into the physical world to reshape future mobility and smart living. It developed a full-stack physical AI architecture spanning Turing AI chips, world foundation models, and integrated software and hardware applications. The firm's product portfolio includes smart EVs, robotaxis, and humanoid robots. The company's sales and services drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. XPeng, Inc. was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPengs October delivery growth is drawing attention, with traders debating whether the stronger month-over-month pace can support its ambitious fourth-quarter delivery outlook. The reaction is cautious: some see evidence of a growth rebound, while others worry that execution and weak Chinese EV sentiment could keep pressure on the shares.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians better-than-expected third-quarter results and raised delivery outlook, supported by the R2 ramp, are driving discussion. Bulls see improving execution and a possible recovery, while skeptics point to continued cash burn and a muted share-price reaction despite the strong report.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circles CFO plans to step down, and co-founder Sean Neville has resigned from the board, prompting concern about leadership stability as shares fall. Traders are split between viewing the departures as a warning sign and an orderly transition, while also debating USDC growth and competition.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is drawing attention amid a sharp, thinly traded pullback, with traders debating whether broad biotech weakness or concerns about CEO share sales, potential dilution, and uncertainty around the planned fourth-quarter CAN-2409 prostate-cancer BLA are weighing on sentiment. Bulls are focused on the filing and upcoming SITC data presentations, while skeptics question managements transparency and the regulatory timeline.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almonty is drawing attention amid a sharp, volatile pullback, with traders debating whether the weakness reflects broader market pressure or doubts about the Sangdong mines production ramp and near-term sales. Bullish voices point to tungstens tight-supply outlook and the mines move into production, while others want clearer evidence of steady output and revenue.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is selling off after quarterly results renewed concern about weaker underlying trading activity, with traders arguing that headline profit was largely supported by gains on crypto holdings; the Binance hack and broader crypto-market weakness added pressure. The community is split between viewing the decline as a buying opportunity and expecting further downside amid security and confidence concerns.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep selloff toward multiyear lows has traders focused on the lack of signed AI/data-center tenants and uncertainty around the Long Ridge project, alongside its sensitivity to Bitcoin and concerns about debt, dilution, and management execution. Some traders see the shares as oversold and are buying the dip, while others expect further losses without concrete lease or project updates.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is drawing attention around bullish analyst actions and product momentum tied to its AI-driven cybersecurity push, including new autonomous-security offerings discussed at its OneCon conference. Traders see rising AI-enabled cyber threats and the stocks valuation discount to peers as potential tailwinds, while takeover talk remains speculation and some remain cautious about execution and volatility.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterlings strong Q3 results and raised full-year outlook are colliding with a sharp selloff, leaving traders questioning why the stock is falling despite the beat. The debate centers on whether high expectations, margin pressure from the CEC acquisition, and a dip in signed backlog outweigh continued data-center demand and substantial unsigned awards; some see profit-taking or broader weakness in AI-infrastructure stocks instead.

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The Zacks Analyst Blog Highlights FANUY, ABBNY, KYCCF, NVDA, ISRG, ILMN, NOVT, BOTZ, ROBO, ROBT and IBOT

BOTZ offers diversified exposure to a robotics boom fueled by AI, humanoid robots and industrial automation, as the sector rapidly evolves.

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Why Is PATH Stock Tumbling Over 7% In Overnight Trading?

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Strong results and higher guidance failed to offset valuation concerns and profit-taking after PATH’s historic August rally.


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SOUN Stock Hits 2-Month High, Rallying Toward Biggest Gain in 3 Months Despite Analyst Target Cuts

The price target cuts come after SoundHound AI posted record quarterly revenue of $61.9 million and a smaller-than-expected adjusted loss.


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Wedbush raised Innodata’s price target to $120. 


Intel-Backed Mobileye Faces Fresh Analyst Skepticism Over Robotaxi Ambitions – But Retail Remains Bullish

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Intel Comeback Shows Need for Fair Valuation: ETFs in Focus 

Intel's comeback highlights valuation risks. AI ETFs look pricey -- here are relatively lower P/E options investors can consider now.

Mobileye Shares Tanks Nearly 7% — What Does The Street Think About The Stock?

Raymond James, RBC Capital, Morgan Stanley, and UBS, were among analysts who lowered price targets on Mobileye Global. 

First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Revenue climbed 13% to $410.3 million, beating estimates.</li><li>Gross margin narrowed to 80% from 82% a year earlier.</li><li>Retail traders remained largely bullish despite the selloff, with message volume jumping more than 800% and attention turning to UiPath’s Sept. 22 Investor Day.</li></ul>UiPath, Inc.’s shares fell over 7% in overnight trading late Thursday after a volatile run despite the company reporting strong second-quarter results, with traders pointing to its sharp rally over the past month and narrowing margins as possible reasons behind the reaction.UiPath revenue rose 13% to $410.26 million, beating analysts’ expectations of $397.8 million, while adjusted earnings were in line with targets at $0.15 per share.The AI automation company even raised its revenue forecast for the current fiscal year, which ends in January 2028. It now expects a topline in the range of $1.789 billion to $1.794 billion, up from prior guidance of $1.776 billion to $1.781 billion. UiPath’s third-quarter revenue forecast of $440 million-$445 million also came in higher than expectations of $441.17 million.However, the company’s Q2 gross margins came in at 80%, dipping from 82% in the corresponding year-ago quarter.<a href="https://stocktwits.com/symbol/PATH">PATH stock</a> has been riding a sharp upward momentum in recent months, surging more than 46% in August alone to mark its best monthly performance on record.Meanwhile, short interest in PATH stock has risen sharply, from under 9% at the start of the year to 21.8% as of Wednesday, according to Koyfin.Just before the results, Needham raised its price target on PATH stock to $22 from $15, and kept its ‘Buy’ rating, while UBS raised its target to $19 from $12.Needham analysts had said UiPath’s strengthening fundamentals and strong free cash flow growth were positives and its valuation – 13x enterprise value to estimated free cash flow – made the stock compelling at current levels.<h2 class="st-heading-2">UiPath: Management Changes</h2>The AI automation company reshuffled its leadership, with Ashim Gupta continuing as chief operating officer after stepping down as CFO, Hitesh Ramani promoted to CFO, Brad Brubaker elevated to chief legal and administrative officer, and Kaiser Permanente executive Yazdi Bagli appointed to its board.&nbsp;<h2 class="st-heading-2">Retail View On PATH</h2>PATH was among the top five trending tickers on Stocktwits at the time of writing, with retail sentiment shifting to ‘extremely bullish’ from ‘bullish.’ The stock's 24-hour message volume rose over 800%.While some traders viewed the dip as a strategic buying opportunity driven by institutional manipulation, others remain skeptical, citing valuation worries and a lack of clear momentum in agentic AI products.“$PATH Earning is good but option players caused the stock price to drop. Institutions that created options&nbsp; caused the price to go down because of too many calls. After it expires, it will go back up,”&nbsp;<a href="https://stocktwits.com/GangsterX/message/663597910">said</a> a trader.Another trader&nbsp;<a href="https://stocktwits.com/Dazza933/message/663595229">wrote</a>: “$PATH I remain bullish. Good quarter results and in the right direction. Fundamentals are strong. I want ARR higher; that’s needed. Investor day will help on September 22. I think we will break $20 by the end of the month.”Year to date, PATH stock has gained 11%, reflecting market-wide concerns that AI would hurt uptake of niche software.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The UiPath logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Strong results and higher guidance failed to offset valuation concerns and profit-taking after PATH’s historic August rally.

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UiPath Inc

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