Broadcom IncAVGO
± MixedDemandrelevance
AI semiconductor revenue expected at $16B, but earnings not yet reported; impact depends on results.
Impact on stocks 37
Artificial Intelligence
Broadcom Inc
DocuSign IncDOCU
± MixedDemandrelevance
IAM platform surpassing $350M in ARR, but earnings not yet reported; impact depends on results.
Credo Technology Group Holding LtdCRDO
± MixedDemandrelevance
Will provide signals on AI networking and data-center spending; impact depends on results.
Dell Technologies IncDELL
± MixedDemandrelevance
Will provide signals on AI networking and data-center spending; impact depends on results.
Hewlett Packard Enterprise CoHPE
± MixedDemandrelevance
Will add insight into AI server demand; impact depends on results.
C3 Ai IncAI
Mentioned
Ambarella IncAMBA
Mentioned
Asana IncASAN
Mentioned
Ciena CorpCIEN
Mentioned
Uipath IncPATH
Mentioned
Cloud & Digital Infrastructure
Gitlab IncGTLB
Mentioned
Guidewire Software IncGWRE
Mentioned
MongoDBMDB
Mentioned
NetApp IncNTAP
Mentioned
Snowflake Inc.SNOW
Mentioned
Yext IncYEXT
Mentioned
Cybersecurity & Digital Trust
Consumer Discretionary
Five Below IncFIVE
Mentioned
Lululemon Athletica Inc.LULU
Mentioned
Smith & Wesson Brands IncSWBI
Mentioned
Electrification & Mobility
NIO Inc9866
▼ NegativeDemandrelevance
Delivered 107,658 vehicles in Q2, below its guidance.
ChargePoint Holdings IncCHPT
Mentioned
Energy Transition & Power Demand
Argan IncAGX
Mentioned
FuelCell Energy IncFCEL
Mentioned
Health Care
BioLineRx LtdBLRX
Mentioned
Consumer Staples
Campbell’s CoCPB
Mentioned
Financials
Gold.com, Inc.GOLD
Mentioned
Digital Finance & Tokenization
Lexinfintech Holdings LtdLX
Mentioned
Robotics & Physical AI
Medtronic PLCMDT
Mentioned
Spatial Computing / AR/VR
Meta Platforms Inc.META
Mentioned
Communication Services
Hello Group IncMOMO
Mentioned
Space Economy
Planet Labs PBCPL
Mentioned
Defense & Geopolitical Fragmentation
Critical Materials & Supply Chain
Sibanye Gold Ltd ADRSBSW
Mentioned
Materials
Sasol LtdSSL
Mentioned