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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

AppLovins record quarterly results, stronger-than-expected outlook, and expanded buyback have driven a sharp rebound, with traders also citing gains from its AI-powered advertising models. Many are celebrating the results and expecting further analyst support, while others warn the rally may fade and question whether growth and model-driven gains can be sustained.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Upcoming quarterly results are the dominant focus, with traders debating whether growth in Alani Nu and signs of a recovery in the core Celsius brand can offset weak sales data, margin pressure, and uncertain guidance. Bulls expect a positive surprise, while bears point to past earnings volatility and continued weakness in the core business.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

The Q3 earnings print and guidance are the main focus, with traders debating whether continued Recorlev-led growth will support the bullish case or whether post-report selling and short-term volatility will weigh on the shares. Longer-term optimism centers on XP-8121s planned Phase 3 path, while buyout chatter remains speculative.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzles stronger-than-expected quarterly results and raised full-year outlook, alongside an upbeat preliminary 2027 forecast, are driving the sharp move. Bulls are celebrating the growth and guidance, while some debate whether the longer-term growth outlook justifies the valuation; short-squeeze talk remains speculative.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is drawing attention ahead of its Q3 earnings report, with traders weighing whether growth and guidance can meet high expectations after a sharp pullback. Debate centers on its rich valuation and risk of further downside versus dip-buying near technical support, while some cite a recent JPMorgan upgrade as a bullish counterpoint.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents quarterly results beat expectations and its outlook strengthened, with traders highlighting accelerating AI data-center and optical-connectivity demand. The bullish fundamentals are being weighed against a sharp pullback and concerns about broader AI-stock selling, possible data-center spending slowdowns, and gains fading after the report.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is under pressure as traders worry that calls for tighter AI rules and data-center permitting delays could slow infrastructure spending, while also questioning the sustainability of AI capex and financing. Bulls argue the buildout will continue and view the selloff as an opportunity, while bears see signs of an AI bubble and further downside risk.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

ASH abstract selections for Immixs NXC-201, including an oral presentation of U.S. NEXICART-2 data and a separate Israeli study of the same CAR-T construct, are driving attention. Traders are highlighting reported response and safety results as encouraging, while others remain concerned about dilution, the BLA timeline and the stocks weak performance.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc. - Ordinary Shares - Class A

Churchill Capital Corp XI - Ordinary Shares - Class A

Attention centers on CCXIs combination with Agility Robotics and its humanoid-robotics business, with traders also citing a proposed U.S. restriction on Chinese-made robots and Unitrees IPO as potential sector tailwinds. Bulls point to commercial deployments and major backers, while skeptics question the companys early revenue, losses, valuation, and SPAC-related risks.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Persistent selling in NNE and other speculative nuclear names has traders debating whether the pullback is a buying opportunity or reflects the sectors risks. Bears point to a long regulatory and commercialization timeline, limited revenue, and potential dilution before reactor sales; some bulls remain optimistic about future nuclear demand.

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$CSCO networking gear only earns when halls actually open and fill. seems like switches ordered for a delayed hall are inventory, not growth, and the delay is now the story in this trade

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Cisco Systems, Inc.

 networking gear only earns when halls actually open and fill. seems like switches ordered for a delayed hall are inventory, not growth, and the delay is now the story in this trade