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UPST's strong performance metrics and growing profitability support my upgraded Buy rating, despite the ongoing rally since April 2025, aided by the raised FY2025 guidance. Efficient lender / funding partner acquisitions, higher loan conversion rates, and improved operational scale reinforce its high-growth trends, with further acceleration likely upon a Fed rate cut. UPST's valuation remains attractive, with a FWD P/E of 39x, with the premium against its peers seemingly justified attributed to the inflection in its adj EPS performance.

Shares of NVIDIA Corp. (NASDAQ:NVDA) lost 1.47% over the past five trading sessions after gaining 3.07% the five prior.

CoreWeave (Nasdaq: CRWV) shares gained 8% to about $100 in early Tuesday trading after the cloud infrastructure company announced that it has launched a venture fund to invest in artificial intelligence (AI) startups. CoreWeave's newly created CoreWeave Ventures fund will offer company founders a wide variety of capital investment models to help companies scale, offer access to the CoreWeave cloud platform, and provide insights on product and go-to-market strategies shaped by CoreWeave's relationships with hundreds of enterprises and AI-first organizations.

American Resources Corp (NASDAQ:AREC), through its subsidiary ReElement Technologies Corporation, announced that the US Department of Defense (DoD) has awarded $2 million to support the company's advanced rare earth element (REE) refining technology. The funding, provided through the DoD's Office of the Assistant Secretary of Defense for Industrial Base Policy under the Industrial Base Analysis and Sustainment Program, is intended to expand domestic REE separation and purification capabilities.

JFrog is capitalizing on strong cloud and AI tailwinds, with accelerating revenue growth, expanding margins, and robust enterprise adoption. The company's unified DevOps, DevSecOps, and MLOps platform, especially its new AI offerings, is driving customer stickiness and higher contract values. Valuation is stretched after an 80% stock run, but expected EPS growth should help moderate multiples over time.

NBIS lands a $17.4B AI infrastructure deal with Microsoft, fueling growth, financing power, and marking a stronger edge in the cloud race.

OVV stock rises, driven by strong cash flow, rising production and decades of premium inventory. However, debt and cost pressures temper near-term upside.

Uniti (UNIT) 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.