Ginkgo Bioworks: Sell The Recent Rally — Positive

DNA   Seeking Alpha — August 11, 2025

Ginkgo Bioworks' shares have rallied tremendously, and Q2 results showed a headline revenue beat with no upward guidance revision. Biosecurity segment guidance was cut, and overall revenue estimates have plunged, raising concerns about future growth. Despite cost reductions, Ginkgo continues to post large operating losses and faces ongoing cash burn, prompting a $500 million shelf offering.

image for news Ginkgo Bioworks: Sell The Recent Rally

Arista Networks Inc. (NYSE: ANET) does not manufacture GPUs. It does not develop AI models.

image for news Three Numbers That Prove Arista Is An Elite Tech Stock In Disguise

-Earnings Call Scheduled for 8:30 p .m. ET on August 20 , 2025- SHANGHAI , Aug. 11, 2025 /PRNewswire/ -- FinVolution Group ("FinVolution", or the "Company") (NYSE: FINV), a leading fintech platform, today announced that it will report its second quarter 2025 unaudited financial results, on Wednesday, August 20, 2025, after the close of U.S. markets.

image for news FinVolution Group to Report Second Quarter 2025 Financial Results on Wednesday, August 20, 2025

National Fuel Gas: Unregulated Business Divisions Power Higher Profits — Positive

NFG   Seeking Alpha — August 11, 2025

I maintain my Buy rating on National Fuel Gas, citing amplified profit projections and strong recent performance. The Company's unique vertical integration across upstream, midstream, and downstream operations sets it apart in the energy sector. The company remains a Dividend King, with over 50 years of consecutive dividend increases and robust profit growth supporting future payouts.

image for news National Fuel Gas: Unregulated Business Divisions Power Higher Profits

Super Micro Computer: Why This Popular AI Stock's Glory Days Are Over — Negative

SMCI   24/7 Wall Street — August 11, 2025

Key Points in This Article: Super Micro Computer‘s (SMCI) stock has lost nearly two-thirds of its value since peaking at $123 in March 2024, reflecting a sharp decline in momentum.

image for news Super Micro Computer: Why This Popular AI Stock's Glory Days Are Over

C3.ai was plunging as it said quarterly revenue would fall way below expectations. There are further problems ahead.

image for news C3.ai Stock Tumbles. Why Things Could Get Worse After ‘Catastrophic' Earnings.

Booking Holdings: Stronger Bookings Trends Than Expected (Upgrade) — Positive

BKNG   Seeking Alpha — August 11, 2025

Booking Holdings outperformed peers in Q2, with strong overseas bookings and market share gains despite U.S. macroeconomic weakness. I am upgrading my rating to neutral, as the stock is now slightly cheaper and Q2 results exceeded expectations, but valuation remains a concern. The company's broad supply, strong margins, and alternative accommodation growth are positives, but Expedia's rewards program and choppy trends are risks.

image for news Booking Holdings: Stronger Bookings Trends Than Expected (Upgrade)

TQQQ: Amplify Tech Gains With This Brilliant ETF, But Be Wary Of Risks — Positive

TQQQ   Seeking Alpha — August 11, 2025

TQQQ offers 3x daily exposure to the Nasdaq 100, featuring top tech leaders like Nvidia, Microsoft, and Apple with strong AI and innovation tailwinds. We are bullish on the ETF's core holdings, namely Nvidia's AI dominance, Microsoft's enterprise growth, and Apple's strategic US investments. Leveraged ETFs like TQQQ carry significant risk—losses compound faster than gains, and volatility can erode returns over time, especially for long-term holders.

image for news TQQQ: Amplify Tech Gains With This Brilliant ETF, But Be Wary Of Risks

Rumble Mulls $1.17 Billion All-Stock Deal For Northern Data — Positive

RUM   WSJ — August 11, 2025

The video-sharing platform and cloud services provider said a deal would allow it to integrate Northern Data's Ardent data center business and Taiga AI cloud service into its existing operations.

image for news Rumble Mulls $1.17 Billion All-Stock Deal For Northern Data

$2.25 billion. That is how much money the U.S. government could earn from Nvidia as part of the deal.

image for news Nvidia And AMD Slip In Premarket As Reports Say U.S. Will Take 15% Cut Of China AI Chip Sales

Coinbase and MicroStrategy stocks rose as Bitcoin price surged. Shares of Sarepta, Nvidia and AMD were falling in early trading Monday.

image for news These Stocks Are Moving the Most Today: Coinbase, MicroStrategy, Sarepta, Nvidia, AMD, and More

MSCI: After Justified Valuation Reset, Shares Are Attractive — Positive

MSCI   Seeking Alpha — August 11, 2025

MSCI's valuation has reset to reflect slower growth and a diluted business mix, but the company remains fundamentally strong. Recent results show solid high-single-digit revenue growth, strong margins, and continued leadership in index products, despite trailing peers in some areas. The company now trades at a lower valuation than S&P Global and Moody's, despite having the highest EPS and revenue growth expectations among the three.

image for news MSCI: After Justified Valuation Reset, Shares Are Attractive

The gains came with large-cap token Bitcoin on the brink of hitting a new high.

image for news MicroStrategy, Coinbase, Other Crypto Stocks Rise. What's Behind the Rally.

What's Next With Duolingo Stock? — Positive

DUOL   Forbes — August 11, 2025

Duolingo (NASDAQ: DUOL) has transformed from a unique language-learning application into one of the leading, AI-driven educational platforms worldwide. As of Q2 2025, the firm reported revenues of $252.3 million, representing a 42% year-over-year growth, with net income skyrocketing to $88.6 million, up over 450% compared to the previous year.

image for news What's Next With Duolingo Stock?

Third Avenue Small-Cap Value Fund: Why Cantaloupe And Visteon Made The Cut — Positive

CTLP  VC   Seeking Alpha — August 11, 2025

Initiated new positions in Cantaloupe Inc. and Visteon Corp, both niche technology-related companies with strong growth potential and industry tailwinds. Cantaloupe Inc. benefits from automation trends, high customer retention, valuable patents, and was acquired at a premium by Providence Equity Partners. Visteon Corp. offers growth through advanced automotive electronics, strong balance sheet, disciplined capital allocation, and undervalued stock amid industry fears.

image for news Third Avenue Small-Cap Value Fund: Why Cantaloupe And Visteon Made The Cut

NEW YORK--(BUSINESS WIRE)-- #IT--eClerx Recognized as a Leader in Everest Group's Financial Crime & Compliance Operations Services PEAK Matrix® 2025.

image for news eClerx Recognized as a Leader in Everest Group's Financial Crime & Compliance Operations Services PEAK Matrix® 2025

PayPal's Quiet Comeback Gains Momentum — Positive

PYPL   Seeking Alpha — August 11, 2025

Branded checkout TPV grew 5% YoY FX-neutral, with 60% of U.S. traffic on the upgraded checkout experience. Venmo TPV rose 12%, revenue exceeded 20% growth, and debit card monthly active users surged 40% in Q2 2025. PSP (Braintree) TPV increased 2% FX-neutral as low-margin volumes were deprioritized to protect profitability and improve transaction margins.

image for news PayPal's Quiet Comeback Gains Momentum

Palantir (NASDAQ: PLTR) closed at $186,96 up $4,76 or 2.61% on Friday, extending a rally that has already seen the AI software maker gain more than 140% year-to-date.

image for news Palantir stock dubbed ‘Messi of AI' as analyst predicts $1 trillion valuation

The unusual arrangement will apply to Nvidia's H20 chip and AMD's MI308.

image for news Nvidia, AMD Stocks Fall. Trump Wants U.S. to Get Cut of China AI Chip Sales: Report.

Snap: Making The Case For An Upside Revaluation — Positive

SNAP   Seeking Alpha — August 11, 2025

Snap missed bottom and top line estimates for Q2 on Wednesday, but only marginally. The 17% drop in share price seems exaggerated. The social media company continued to grow its revenues and daily active users at 9% Y/Y. ARPU in Snap's core market is still growing and indicates healthy user monetization. However, Snap's losses increased Y/Y, leading to the creation of a new negative sentiment overhang.

image for news Snap: Making The Case For An Upside Revaluation