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AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironments fiscal Q1 results beat expectations and its funded backlog reached a record, prompting renewed optimism about drone and counter-drone demand. Traders are divided because management maintained its full-year outlook, leaving concerns about growth, profitability and converting orders into revenue alongside the bullish reaction to the backlog.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters Rev8 lidar partnership with Seneca for autonomous wildfire-response drones is drawing attention as another potential commercial use for its sensing technology. Traders are optimistic about broader adoption across robotics and autonomy, but debate the stocks sharp swings and whether deployments can translate into sustained growth.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscalers Investor Day is driving attention, with management reaffirming its outlook, outlining a long-term ARR ambition, and announcing an IBM/Red Hat security collaboration as analysts raised price targets. Traders welcomed the updates and AI-security opportunity, though some remain skeptical that the growth ambitions justify the valuation.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirms strong quarterly results and upbeat outlook, followed by a wave of analyst upgrades, are driving attention. Traders are split between buyers expecting the growth story to support a recovery and sellers pointing to the sharp post-earnings pullback, profit-taking, and interest-rate concerns.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas recent rally has traders focused on increased Texas Cybercab registrations and stronger September Shanghai sales, while some are also positioning around an anticipated Roadster event. Bulls see momentum and expanding autonomy potential; bears argue the valuation is stretched and the move may fade.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

Traders are using SQQQ to hedge or bet on a Nasdaq pullback, citing concerns about stretched tech and AI valuations, market breadth, and macro risks such as yields and geopolitical tensions. Others point to the Nasdaqs strength and warn that SQQQs leveraged, daily-reset structure can erode value, making it a risky longer-term hold.

Amplify Commodity Trust - Breakwave Tanker Shipping ETF

Breakwave Tanker Shipping ETF

Disruption and security risks around the Strait of Hormuz are keeping tanker freight rates elevated, a key driver for BWETs freight-futures exposure. Traders remain divided between those expecting continued strength while shipping routes are impaired and those warning that peace or normalized traffic could trigger a sharp reversal after the funds steep run-up.

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 rebounding after a sharp selloff triggered by CEO CJ Desais abrupt departure to Meta, with traders describing the reaction as excessive and pointing to the former CEOs return as interim leader. Bulls also cite upbeat investor-day commentary, AI product launches and an expanded buyback, while skeptics remain concerned about leadership uncertainty and valuation.

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

Candels additional immune-biomarker findings for its prostate cancer candidate CAN-2409, alongside the companys stated plan to submit a BLA in Q4 2026, are driving discussion. Supporters see the data as strengthening the case for the therapy and its broader platform, while skeptics question the limited detail and timing and cite financing, insider-sale, and weak-share-price concerns.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

LINKs volatile rebound and breakout attempts have fueled bullish momentum chatter, with traders pointing to Chainlinks institutional and tokenization integrations as support for its long-term infrastructure thesis. Others remain skeptical, citing weak or inconsistent price action and questioning whether network adoption will translate into value for the LINK token.

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LI Stock Jumps as Li Auto Makes Its Second Launch This Month To Chase 20% Delivery Growth  

Equity

Li Auto called the i9 “a pioneering flagship family SUV.” The six-seat battery-electric vehicle is priced at RMB 369,800 for its standard configuration. 


LI Stock Continues To Hover Near 52-Week Low Despite New, Cheaper MPV Launch

The stock is currently trading around $11.88, just above its 52-week low of $11.65.

NTES Stock Falls After Missing Q2 Earnings Estimates As Higher R&D Expenses Weigh On Profits

NetEase CEO William Ding struck an optimistic note, saying that the company will focus on creating original content, building long-lasting franchises and strengthening communities to sustain player engagement.


Should You Add Emerging Market ETFs to Your Portfolio Now?

Is it time to look beyond the U.S. markets? Improving flows and dollar weakness are putting emerging market ETFs in focus.

ETFs Primed for Gains on NVIDIA's $150B AI Spending Vow in Taiwan

NVDA's planned $150B Taiwan spending spree spotlights AI supply chains and boosts the case for Taiwan-heavy ETFs riding the chip boom. 

XPEV Pops, LI Drops After Earnings: XPeng’s Cost Cuts Outshine Li Auto Discounts

Both XPeng and Li Auto reported a double-digit year-on-year decline in revenue, while still exceeding Wall Street expectations.

TSMC's Upbeat Q1 Earns It A New Price Target Implying Potential 32% Upside — CEO Reiterates Conviction In AI Megatrend

Analysts at Needham raised their price target for TSM to $480 from $410, implying an upside of nearly 32% from current levels.

NIO Stock Extends Rally On ES9 Debut, CEO Reaffirms 40% To 50% Delivery Growth Target In 2026

Nio unveiled its next-generation sports utility vehicle, the ES9, in China last week as it looks to build on the success of the ES8.

China’s Tesla Rival Li Auto Announces $1B Share Repurchase Program — LI Stock Gains

The company said this allows Li Auto to buy back shares from the date of authorization to March 31, 2027.

Should Emerging Market ETFs Play a Bigger Role in Your Portfolio?

As U.S. fund outflows hit a 16-year high and volatility spikes, emerging market ETFs offer a path to diversification and growth.

American Century ETF Trust - Avantis Emerging Markets Equity ETF

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Current Price	$94.11
Prev Close	$93.24
Open	$94.22
Dividend Yield	N/A
50-Day Moving Average	$94.05
Beta	N/A
Avg. Volume	1.63M
PE Ratio	N/A

52-Week High	$100.83
52-Week Low	$73.79
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