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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending following its Q4 earnings report, where a headline revenue and EPS miss was overshadowed by management's beat on ARR guidance and positive adjusted EBITDA. Despite initial volatility, the stock saw a strong recovery as the community rallies around its reaffirmed 2026 guidance and robust AI infrastructure expansion, sparking discussions of a potential short squeeze.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is trending after reporting a significant earnings beat and strong forward guidance, notably highlighting AI as an increasing tailwind for its business, which has surprised the market and appears to be fueling a short squeeze. The community is actively discussing the company's turnaround, its perceived undervaluation compared to peers, and the potential for a substantial price run.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as the company announced plans to advance its oral weight-loss drug, VK2735, directly into Phase 3 studies, accelerating its development timeline significantly and fueling community speculation about its "best-in-class" potential. This rapid progression, alongside a strong cash position, has intensified discussions around potential major partnerships or buyouts, while also creating a battleground for shorts betting against its valuation.

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 (APP) is trending following an earnings report that significantly beat revenue and profit estimates with strong guidance, despite the stock experiencing a notable drop. The community is actively debating if the dip is a buying opportunity, citing the company's robust fundamentals and ongoing share buyback program amid a broader software sector pullback.

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

Candel Therapeutics is gaining investor attention with BlackRock recently increasing its stake, as the community eagerly awaits updates on its promising NSCLC trial and progresses towards a prostate cancer BLA, with many speculating on potential Big Pharma partnerships or a buyout driven by the sector's patent cliff and vulnerable short interest.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trending following Romania's approval of its SMR project and a new AI-guided fuel management partnership, drawing significant institutional interest including BlackRock's increased stake. While bulls foresee SMRs as a vital solution for future energy demand, especially for AI, and anticipate a short squeeze, the community remains divided on valuation and execution risks amidst ongoing price volatility.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following FDA approval of its Optune Pax device for locally advanced pancreatic cancer, hailed by many as a revolutionary breakthrough for a difficult-to-treat disease, while some community members question the magnitude of the clinical benefit and commercial rollout potential.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot announced strong Q4 earnings, raised its forward guidance, and initiated a significant share repurchase program. However, the stock experienced a notable post-earnings decline, sparking an intense community debate over whether robust fundamentals can outweigh persistent market fears about AI disruption in the broader software sector.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is actively discussed after its latest earnings report, which showcased robust AI infrastructure demand and an improved financial outlook, yet shares declined due to a lower-than-anticipated gross margin forecast impacted by rising memory costs. The community is debating its current valuation and long-term potential in the AI boom, drawing parallels to past market cycles.

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 actively discussed ahead of its upcoming earnings report, with bearish sentiment fueled by a recent analyst downgrade, notable insider selling, and concerns about crypto market weakness after a competitor's poor results, though some investors anticipate an oversold bounce or a surprise.

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<ul class="summary-bullets"><li>The topline grew 16% YoY, slower than the 20% rate reported for the first quarter.</li><li>CEO Ash Kulkarni called the quarter “outstanding.”</li><li>Elastic’s stock has underperformed the broader market and the tech sector this year, having dropped 17%.</li></ul>Elastic N.V. (ESTC) shares slumped nearly 13% in Thursday’s extended session on top of the 7% drop in the regular session, as investors did not take kindly to the growth slowdown across key metrics. The quarterly results, however, exceeded expectations, and the company also raised its full-year outlook.&nbsp;If the after-hours losses carry through into Friday’s session, the stock is on track to have its worst day since late August 20, 2024, according to Koyfin.<a href="https://stocktwits.com/symbol/ESTC">Elastic’s stock</a> has underperformed the broader market and the tech sector this year, having dropped 17%.<h2 class="st-heading-2">Elastic’s Q2 Snapshot</h2>The artificial intelligence (AI)-enabled search company reported fiscal year 2026 second-quarter adjusted earnings per share (EPS) of $0.64, higher than the $0.59 reported a year ago and the Fiscal.ai-compiled consensus estimate of $0.58.Quarterly revenue climbed 16% year over year (YoY) to $423 million versus the mean analysts’ estimate of $418.12 million. The topline grew at a slower pace than the 20% rate reported for the first quarter. Subscription revenue ($398 million) also grew more slowly.Elastic’s cloud revenue came in at $206, rising 22% YoY versus the 20% growth in Q1, while the current remaining performance obligations (cRPO) at the end of the quarter stood at $971 million, up 17% YoY, versus the 18% growth in Q1. cRPO is the unbilled revenue from signed contracts that will likely be recognized as revenue over the next 12 months.CEO Ash Kulkarni called the quarter “outstanding.” “We beat the high end of our guidance across all metrics. Our strength was driven by robust growth across the company with AI positively impacting all areas of our business.”Among customer metrics, total customer count with annual contract value (ACV) greater than&nbsp; $100,000 rose YoY and sequentially to 1,600. Net expansion rate held steady at 112%.<h2 class="st-heading-2">Elastic’s Outlook</h2>For the third quarter, Elastic expects adjusted earnings of $0.63-$0.65 and revenue of $437 million to $439 million. The outlook was better than the consensus estimates of $0.60 and $429.94, respectively.The company raised the full-year guidance, with the new ranges as follows:-Adj. EPS: $2.40-$2.46 (up from previous range of $2.29-$2.35)-Revenue:&nbsp; $1.715B-$1.721B(up from prior outlook of $1.679B-$1.689B)The consensus estimates call for adjusted EPS of $2.35 and revenue of $1.706 billion for the year.<h2 class="st-heading-2">What Retail Feels About Elastic Stock</h2>On Stocktwits, retail sentiment toward Elastic stock improved to ‘extremely bullish’ as of late Thursday from the ‘bullish’ mood seen a day ago. The retail chatter on the stream increased to ‘extremely high’ levels. The message volume over the 24 hours leading up to late Thursday spiked&nbsp;by over 800%.A bullish watcher stated the forward price-earnings (P/E) multiple for the company growing revenue at a 15%+ pace is 26, indicating that the valuation is attractive.<stembedurl>https://stocktwits.com/kvn8533/message/637004974</stembedurl>Another user said the results are solid and expected that the stock will bounce back on Friday morning.<stembedurl>https://stocktwits.com/Khalkab/message/636999715</stembedurl>But a skeptic said the company downplayed the billings growth which lagged.<stembedurl>https://stocktwits.com/1986iamwallstreet/message/636999138</stembedurl>According to Koyfin, the average price target for Elastic’s stock is $118.48, implying about 45% upside potential.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-launches-advanced-image-generation-model-powered-by-gemini-3-pro/cLPAFBkREam">Google Launches Advanced Image Generation Model Powered By Gemini 3 Pro</a>

Why Elastic’s Stock Plunged Nearly 13% After-Hours

Elastic investors were not satisfied with the AI-enabled search company’s beat-and-raise quarter.e

Equity

Elastic investors were not satisfied with the AI-enabled search company’s beat-and-raise quarter.


NVIDIA-Led Relief Rally in Tech Sector? Undervalued ETFs in Focus 

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SPDR Series Trust - State Street SPDR S&P Software & Services ETF

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With earnings season underway and rate-cut expectations shifting, the next move in the S&P 500 could set the tone for 2026. Are bulls still in control, or is volatility about to pick up? Cast your vote.

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