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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.

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.

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.

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 the dominant focus, with traders linking constrained tanker traffic and elevated freight rates to BWETs exposure to tanker-freight futures. Bulls see the shipping squeeze as supportive, while bears warn that de-escalation could unwind rates quickly and point to the funds sharp, volatile run.

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.

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

LINK is drawing attention amid a volatile rebound and renewed breakout attempts, with bullish traders citing Chainlinks institutional tokenization and interoperability use cases, including a reported Coinbase/Base integration. Skeptics see the moves as short-lived and question whether network adoption translates into value for the token, while others point to Bitcoins influence on LINKs price action.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has raised concerns that it could eventually compete with AT&T and other major carriers, weighing on AT&T shares. Traders are divided over whether the selloff reflects a real long-term threat or an overreaction to a network that would take substantial investment and time to build; some see the drop as a buying opportunity, citing AT&Ts established business and dividend.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Lives unveiling of AthenaOS and an AI inference model developed with Fireworks using NVIDIA technology, alongside integrations involving partners such as Palantir, has driven discussion of Zetas AI and enterprise ambitions; traders also point to analyst price-target increases after the event. Bullish reactions cite the partnerships and growth potential, while skeptics question near-term adoption and warn of a sell-the-news pullback.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems scheduled clinical update for VS-7375, its KRAS G12D inhibitor, is the dominant focus as traders await efficacy and tolerability data across several cancer types. Some see recent concerns about a competing KRAS drug as an opening for Verastem, but that potential advantage remains unproven and sentiment is tempered by caution about the readout and frustration with the share-price response.

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What's Going on with On Semiconductor Shares on Tuesday?

ON Semiconductor and Valens Semiconductor are collaborating on an integrated sensor built around MIPI A-PHY for 3-megapixel automotive cameras.read more...

VLN Stock Jumps 8% Premarket: Onsemi Deal Targets High-Volume Auto Cameras

Equity

Valens is extending its MIPI A-PHY technology toward mainstream automotive cameras through an onsemi collaboration aimed at lowering component count and simplifying vehicle camera designs.

Valens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY Standard

Valens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY Standard Valens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY StandardPR NewswireHOD HASHARON, Israel, Sept. 22, 2026 Collaboration...

Valens Semiconductor Appoints Asaf Silberstein to its Board of Directors

Valens Semiconductor Appoints Asaf Silberstein to its Board of Directors Valens Semiconductor Appoints Asaf Silberstein to its Board of DirectorsPR NewswireHOD HASHARON, Israel, Sept. 14, 2026 Semiconductor industry veteran and Semtech COO brings more than two decades of experience scaling global...

Valens Semiconductor (VLN) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

Valens Semiconductor Ltd. Q2 2026 Earnings Call Summary

Valens Semiconductor Ltd. Q2 2026 Earnings Call Summary...

Valens Semiconductor, Ltd. (VLN) Reports Q2 Loss, Beats Revenue Estimates

PTK Acquisition (VLN) delivered earnings and revenue surprises of 0.00% and +4.05%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance

Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance PR Newswire HOD HASHARON, Israel, Aug. 12, 2026 Delivered Q2 2026 revenue of $18.1 million...

Strength Seen in Ambarella (AMBA): Can Its 16.1% Jump Turn into More Strength?

Ambarella (AMBA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Valens Semiconductor Appoints Dean Martin to Lead the Automotive Business Unit

Valens Semiconductor Appoints Dean Martin to Lead the Automotive Business Unit Valens Semiconductor Appoints Dean Martin to Lead the Automotive Business Unit PR Newswire HOD HASHARON, Israel, July 31, 2026 Industry veteran brings deep OEM relationships and proven commercial leadership to drive the...

Valens Semiconductor Ltd. engages in the provision of semiconductor products. It operates through the Audio-Video and Automotive segments. The Audio-Video segment delivers plug-and-play convergence and distributes interfaces through a single long-distance category cable. The Automotive segment pertains to Valens Automotive products, which enables in-vehicle connectivity for car architectures. The company was founded by Dror Jerushalmi, Massad Eyal, Eyran Lida, Gaby Gur-Cohen, Nadav Banet, and Alon Benzaray on October 26, 2006 and is headquartered in Hod Hasharon, Israel.

Valens Semiconductor Ltd

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$VLN the next $NVTS . When $NVDA picked them up it went from 2 to 30 and this will do the same with $ON support . All the best. Short term target 5 EOQ.

raihan Chowdhury

$VLN Valens Semiconductor to collaborate with onsemi on integrated sensor 
 
Valens Semiconductor announced a collaboration with onsemi on a cost-optimized integrated sensor for high-volume 3-megapixel automotive camera applications. Through this collaboration the parties intend to give OEMs and Tier 1s a faster path to A-PHY. Under the agreement, Valens will work with onsemi on the cost-optimized A-PHY offering that can be integrated into onsemi's image sensors. The collaboration strengthens the A-PHY ecosystem by bringing together complementary expertise in connectivity and automotive imaging technologies.

DonCorleone77

$VLN The Semtech COO was added to the Board yesterday.  Think about what that tells you about business ramp and VA 7000 coming soon. Added more today.

Greenpa

$VLN anybody that’s serious still following this? 

Quite the 13F action, technicals following.

A few key technical events converging

$VLN stock is holding its gains nicely. I expect this stock to continue trending upwards till its next earnings report.

MRSUNNY

$VLN They do not expect to turn a profit and generate revenue of 100–110 million until 2028.

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