Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication. It also offers software products to build direct, personalized relationships with their end users, such as segment, a platform that provides tools for first-party data by unifying real-time information collected; and engage, an automation platform for the delivery of omnichannel campaigns. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

Twilio Inc.

The NASDAQ 100 After Hours Indicator is down -2.43 to 23,711.33. The total After hours volume is currently 129,178,808 shares traded.
The following are the most active stocks for the after hours session:
Vanguard Intermediate-Term Corporate Bond ETF (VCIT) is unchanged at $82.96, with 9,316,788 shares traded. This represents a 5.47% increase from its 52 Week Low.
Twilio Inc. (TWLO) is +0.45 at $105.50, with 7,167,052 shares traded. As reported by Zacks, the current mean recommendation for TWLO is in the "buy range".
Sitio Royalties Corp. (STR) is -0.04 at $18.08, with 6,193,205 shares traded. STR's current last sale is 66.96% of the target price of $27.
NVIDIA Corporation (NVDA) is -0.05 at $181.96, with 5,844,362 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Opendoor Technologies Inc (OPEN) is +0.04 at $3.82, with 4,322,985 shares traded. OPEN's current last sale is 402.11% of the target price of $0.95.
Bank of America Corporation (BAC) is -0.0191 at $47.90, with 3,248,573 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2025. The consensus EPS forecast is $0.96. As reported by Zacks, the current mean recommendation for BAC is in the "buy range".
Johnson & Johnson (JNJ) is unchanged at $176.25, with 3,103,798 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2025. The consensus EPS forecast is $2.55. JNJ's current last sale is 100.71% of the target price of $175.
Neogen Corporation (NEOG) is unchanged at $5.54, with 3,027,610 shares traded. NEOG's current last sale is 85.23% of the target price of $6.5.
Palo Alto Networks, Inc. (PANW) is +9.3299 at $185.50, with 2,915,140 shares traded. As reported by Zacks, the current mean recommendation for PANW is in the "buy range".
Viper Energy, Inc. (VNOM) is +0.16 at $37.40, with 2,425,662 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2025. The consensus EPS forecast is $0.34. As reported in the last short interest update the days to cover for VNOM is 9.171964; this calculation is based on the average trading volume of the stock.
Kenvue Inc. (KVUE) is unchanged at $21.10, with 2,217,646 shares traded. KVUE's current last sale is 94.83% of the target price of $22.25.
CNH Industrial N.V. (CNH) is unchanged at $12.20, with 2,004,227 shares traded. CNH's current last sale is 81.33% of the target price of $15.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After Hours Most Active for Aug 18, 2025 : VCIT, TWLO, STR, NVDA, OPEN, BAC, JNJ, NEOG, PANW, VNOM, KVUE, CNH

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Evolv Technologies Holdings Inc (Symbol: EVLV), where a total volume of 14,992 contracts has been traded thus far today, a contract volume which is representative of approximately 1.5 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 51.2% of EVLV's average daily trading volume over the past month, of 2.9 million shares. Especially high volume was seen for the $10 strike call option expiring September 19, 2025, with 1,888 contracts trading so far today, representing approximately 188,800 underlying shares of EVLV. Below is a chart showing EVLV's trailing twelve month trading history, with the $10 strike highlighted in orange:
Twilio Inc (Symbol: TWLO) options are showing a volume of 20,695 contracts thus far today. That number of contracts represents approximately 2.1 million underlying shares, working out to a sizeable 51% of TWLO's average daily trading volume over the past month, of 4.1 million shares. Particularly high volume was seen for the $125 strike call option expiring October 17, 2025, with 1,746 contracts trading so far today, representing approximately 174,600 underlying shares of TWLO. Below is a chart showing TWLO's trailing twelve month trading history, with the $125 strike highlighted in orange:
And Chevron Corporation (Symbol: CVX) saw options trading volume of 59,739 contracts, representing approximately 6.0 million underlying shares or approximately 50.2% of CVX's average daily trading volume over the past month, of 11.9 million shares. Particularly high volume was seen for the $155 strike call option expiring August 15, 2025, with 6,622 contracts trading so far today, representing approximately 662,200 underlying shares of CVX. Below is a chart showing CVX's trailing twelve month trading history, with the $155 strike highlighted in orange:
For the various different available expirations for EVLV options, TWLO options, or CVX options, visit StockOptionsChannel.com.
DW Historical Stock Prices
Top Ten Hedge Funds Holding BSCZ
ETFs Holding EQR
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Friday Option Activity: EVLV, TWLO, CVX

Key Points
Spending on AI hardware and devices is on pace to jump impressively in 2025, which explains why Taiwan Semiconductor Manufacturing is growing sales at a healthy pace.
An acceleration in AI software and services spending has led to an improvement in the growth rate of cloud communications specialist Twilio.
A lot of money is being spent on artificial intelligence (AI) hardware and software now as organizations and governments across the globe look to benefit from the efficiency and productivity gains that this technology can deliver.
Market research firm Gartner expects spending on generative AI will jump by 76% in 2025 to a whopping $644 billion. That's why it is a good time to take a closer look at two names that are benefiting from the rapid growth in AI spending in different areas. These companies are already delivering healthy growth and are trading at attractive valuations, so buying them right now could be a smart move.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »
1. Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (NYSE: TSM) is right in the middle of the AI revolution as it fabricates the high-end chips that go into devices ranging from data centers to smartphones to personal computers to cars. It's the largest third-party chip foundry in the world by far. Gartner points out that 80% of generative AI spending this year will be on hardware products, including both devices and servers.
TSMC is already benefiting from this opportunity. The foundry giant's revenue in the first seven months of 2025 increased by 38% year over year. That impressive growth can be attributed to robust chip demand from top customers such as Nvidia, Apple, AMD, and Broadcom.
The strong end-market demand led TSMC to increase its 2025 revenue growth guidance to 30% from its earlier expectation of growth in the mid-20% range. However, don't be surprised to see the Taiwan-based company exceeding even that upgraded target thanks to its AI-related catalysts.
For instance, Counterpoint Research is expecting a 68% spike in sales of generative AI-capable smartphones in 2025. Apple, which is one of TSMC's largest customers, reported a 13.5% jump in its iPhone revenue in its most recently reported fiscal quarter. Importantly, Apple is expecting sales growth in the mid to high single-digit percentages in the current quarter, suggesting that it could witness another period of robust iPhone sales ahead of the holiday season.
Moreover, TSMC's relationship with smartphone processor giant Qualcomm should pave the way for the company to grow its footprint in the smartphone market. On the other hand, TSMC's relationships with the leading AI chip designers and its focus on expanding its manufacturing capacity to serve this fast-growing market will set the stage for further healthy sales growth.
The diversity of its customer base helps explain why the foundry's revenue is anticipated to increase at healthy double-digit percentages over the next couple of years as well.
However, TSMC could end up doing better than that over the long run thanks to its improving share of the Foundry 2.0 market, which is expected to generate $298 billion in revenue this year. IDC expects Foundry 2.0 to grow at an annualized rate of 10% through 2029, and TSMC has been able to expand its market share in the space thanks to its focus on advanced chip packaging.
As such, TSMC seems capable of outperforming expectations in the long run, and that's why buying the stock while it is trading at an attractive 24 times forward earnings (a discount to the tech-laden Nasdaq-100 index's multiple of 30) looks like the right thing to do.
2. Twilio
Spending on generative AI services and software is also taking off as organizations and people adopt more applications to automate processes and increase productivity. According to estimates from Gartner, in 2025, total spending on AI services and software could jump by 119% to almost $65 billion. Twilio (NYSE: TWLO), a cloud communications specialist, is witnessing a healthy acceleration in growth thanks to the adoption of AI tools in its industry.
Twilio's application programming interfaces (APIs) enable its clients to stay in touch with their customers through multiple channels such as text, voice, email, chat, and video. The company offers AI tools that allow its clients to build voice AI solutions such as AI agents to elevate the customer service experience, along with AI-powered marketing tools to improve conversion.
The company's AI tools are helping it close bigger deals with customers. Twilio says that it saw a 57% year-over-year increase in the number of communications deals valued at $500,000 or more in the second quarter of 2025. The company's active customer accounts increased by 10% from the year-ago period, compared to a 4% increase in the same period last year.
Spending by Twilio's established customers improved as well. This is evident from an increase of 5 percentage points in its dollar-based net expansion rate to 108%. (That metric compares the spending of active customers in a quarter to the same cohort's spending in the year-ago period.) Not surprisingly, Twilio has increased its organic revenue growth estimate for 2025 by 1.5 percentage points.
It could, however, end up doing better than that thanks to its accelerating customer base growth as well as the cross-selling opportunities that its AI solutions are creating. Analysts covering the company are encouraged by its improving growth profile, and have raised their expectations for it.
Finally, this cloud stock is trading at just 3 times sales, a slight discount to the S&P 500's sales multiple. Investors, therefore, can get a good deal on an AI stock that seems capable of flying higher in the long run.
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Nvidia, Qualcomm, Taiwan Semiconductor Manufacturing, and Twilio. The Motley Fool recommends Broadcom and Gartner. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

What Are the 2 Top Artificial Intelligence (AI) Stocks to Buy Right Now?

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Xtrackers MSCI USA Climate Action Equity ETF (Symbol: USCA), we found that the implied analyst target price for the ETF based upon its underlying holdings is $44.34 per unit.
With USCA trading at a recent price near $39.65 per unit, that means that analysts see 11.83% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of USCA's underlying holdings with notable upside to their analyst target prices are Twilio Inc (Symbol: TWLO), Palo Alto Networks, Inc (Symbol: PANW), and Deckers Outdoor Corp. (Symbol: DECK). Although TWLO has traded at a recent price of $98.67/share, the average analyst target is 34.79% higher at $133.00/share. Similarly, PANW has 27.43% upside from the recent share price of $167.06 if the average analyst target price of $212.89/share is reached, and analysts on average are expecting DECK to reach a target price of $128.99/share, which is 26.86% above the recent price of $101.68. Below is a twelve month price history chart comparing the stock performance of TWLO, PANW, and DECK:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
Twilio Inc
TWLO
$98.67
$133.00
34.79%
Palo Alto Networks, Inc
PANW
$167.06
$212.89
27.43%
Deckers Outdoor Corp.
DECK
$101.68
$128.99
26.86%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Implied Analyst 12-Month Target For USCA

The S&P 500 Index ($SPX) (SPY) Friday closed up +0.78%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.47%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.95%. September E-mini S&P futures (ESU25) rose +0.84%, and September E-mini Nasdaq futures (NQU25) rose +1.05%.
Stock indexes settled higher on Friday, with the S&P 50 posting a 1-week high and the Nasdaq 100 setting a new record high. Stocks are supported by robust corporate earnings results and hopes that the Fed will soon cut interest rates to support the economy.
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Monster Beverage rose more than +6% after beating Q2 EPS estimates. Also, Expedia Group closed up more than +3% after reporting better-than-expected Q2 EPS and raising its full-year forecast. On the negative side, Trade Desk plunged more than -38% after giving an outlook that analysts said was underwhelming. Also, Microchip Technology fell more than -5% after pausing most factory expansions and cutting its full-year capital expenditures.
Stocks extended their gains Friday after Bloomberg News reported that the US and Russia are aiming for a deal to end the war in Ukraine. Russia said it would halt its offensive in the Kherson and Zaporizhzhia regions of Ukraine along the current battlelines as part of the deal if Ukraine cedes its entire eastern Donbas area to Russia as well as Crimea.
Friday’s comments from St. Louis Fed President Alberto Musalem were slightly hawkish and bearish for stock and bonds when he said the Fed is missing more on the inflation side of its dual mandate, so "Given the economy where it stands today, it seems appropriate for the Fed to maintain the policy rate at a constant for now."
Stocks are seeing support from speculation that weaker-than-expected US economic news and recent dovish Fed commentary will push the Fed to lower interest rates as soon as next month. On Thursday, President Trump nominated Stephen Miran to be a temporary replacement for Adrianna Kugler as Fed Governor until the end of the year. Miran is currently chairman of the Council of Economic Advisors and is seen as dovish and supporting President Trump’s calls for lower interest rates. The chances of a Fed rate cut at the September FOMC meeting rose to 90% from 40% last Friday.
In recent tariff news, President Trump announced Wednesday that he will impose a 100% tariff on semiconductor imports. Still, companies would be eligible for exemptions if they demonstrate a commitment to building their products in the US. However, the US will levy a separate tax on imports of electronic products that employ semiconductors. Also, President Trump announced Wednesday that he will double tariffs on US imports from India to 50% from the current 25% tariff, due to India’s purchases of Russian oil. On Tuesday, Mr. Trump said that US tariffs on pharmaceutical imports would be announced “within the next week or so.” According to Bloomberg Economics, the average US tariff will rise to 15.2% if rates are implemented as announced, up from 13.3% earlier, and significantly higher than the 2.3% in 2024 before the tariffs were announced.
Federal funds futures prices are discounting the chances for a -25 bp rate cut at 90% at the September 16-17 FOMC meeting and 63% at the following meeting on October 28-29.
Earnings reports released thus far suggest that S&P 500 earnings for Q2 are on track to rise +9.1% y/y, much better than the pre-season expectations of +2.8% y/y and the most in four years, according to Bloomberg Intelligence. With over 82% of S&P 500 firms having reported Q2 earnings, around 82% exceeded profit estimates.
Overseas stock markets on Friday settled mixed. The Euro Stoxx 50 closed up +0.29%. China’s Shanghai Composite closed down -0.12%. Japan’s Nikkei Stock 225 climbed to a 2-week high and closed up sharply by +1.85%.
Interest Rates
September 10-year T-notes (ZNU25) on Friday closed down by -8.5 ticks. The 10-year T-note yield rose +3.5 bp to 4.285%. T-notes moved lower on Friday as strength in stocks has reduced safe-haven demand for government securities. Also, rising inflation expectations are negative for T-notes as the 10-year breakeven inflation rate rose to a 1-week high Friday of 2.417%. T-note prices dropped to their lows on hawkish comments from St. Louis Fed President Alberto Musalem, who said inflation is still a problem.
Losses in T-notes were limited Friday after President Trump late Thursday nominated Stephen Miran for Fed Governor to replace Adriana Kugler for the rest of the year. Miran views President Trump’s policies as disinflationary and would support a more dovish Fed policy.
European government bond yields on Friday moved higher. The 10-year German bund yield rose +6.0 bp to 2.690%. The 10-year UK gilt yield rose +5.4 bp to 4.601%.
Swaps are discounting the chances at 9% for a -25 bp rate cut by the ECB at the September 11 policy meeting.
US Stock Movers
Gilead Sciences (GILD) closed up more than +8% to lead gainers in the S&P 500 and Nasdaq 100 after reporting Q2 product sales of $7.05 billion, above the consensus of $6.94 billion, and raising its full-year product sales forecast to $28.3 billion-$28.7 billion from a previous forecast of $28.2 billion-$28.6 billion.
Gen Digital (GEN) closed up more than +7% after reporting Q1 revenue of $1.26 billion, stronger than the consensus of $1.19 billion, and forecasting full-year revenue of $4.80-$4.90 billion, better than the consensus of $4.76 billion.
Monster Beverage (MNST) closed up more than +6% after reporting Q2 net sales of $2.11 billion, stronger than the consensus of $2.08 billion.
Apple (AAPL) closed up more than +4% to lead gainers in the Dow Jones Industrials and has rallied more than 12% in the last three sessions after President Trump on Wednesday said the company will announce that it will commit to spending another $100 billion on domestic manufacturing.
Expedia Group (EXPE) closed up more than +4% after reporting Q2 revenue of $3.79 billion, better than the consensus of $3.71 billion, and raising its full-year gross bookings forecast to +3% to +5% from a previous estimate of +2% to +4%, the midpoint above the consensus of +3.3%.
Live Nation Entertainment (LYV) closed up more than +3% after reporting Q2 revenue of $7.01 billion, above the consensus of $6.89 billion.
Tempus AI (TEM) is up more than +3% after reporting Q2 net revenue of $314.6 million, stronger than the consensus of $297.7 million.
Tesla (TSLA) closed up more than +2% after it was granted a rideshare permit in Texas for operating its robotaxi service.
Trade Desk (TTD) closed down more than -38% to lead losers in the S&P 500 and Nasdaq 100 after reporting Q2 adjusted EPS of 41 cents, above the consensus of 40 cents but considered underwhelming by several analysts.
Sweetgreen (SG) closed down more than -22% after reporting a Q2 EPS loss of -20 cents, wider than the consensus of -13 cents, and cut its full-year same-store sales forecast to down -4% to -6% from a previous forecast of no change.
Twilio (TWLO) closed down more than -19% after forecasting Q3 adjusted EPS of $1.01-$1.06, weaker than the consensus of $1.14.
Goodyear Tire & Rubber (GT) closed down more than -18% after reporting an unexpected Q2 loss per share of -17 cents versus expectations of a +19 cent profit.
GoDaddy (GDDY) closed down more than -11% after it reported Q2 revenue of $1.20 billion, below the consensus of $1.21 billion.
Pinterest (PINS) closed down more than -10% after reporting Q2 adjusted EPS of 33 cents, below the consensus of 36 cents.
Microchip Technology (MCHP) closed down more than -6% after forecasting Q2 net sales of $1.11 billion-$1.15 billion, the midpoint right on the consensus of $1.13 billion, considered disappointing by analysts.
Earnings Reports (8/11/2025)
AAON Inc (AAON), AST SpaceMobile Inc (ASTS), Celanese Corp (CE), Ralliant Corp (RAL), Roivant Sciences Ltd (ROIV).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Settle Higher on Solid Earnings and Hopes for a Ukraine Peace Deal

The S&P 500 Index ($SPX) (SPY) today is up +0.59%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.33%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.70%. September E-mini S&P futures (ESU25) are up +0.54%, and September E-mini Nasdaq futures (NQU25) are up +0.67%.
Stock indexes are climbing today, with the Nasdaq 100 posting a new record high. Stocks are supported by robust corporate earnings results and hopes that the Fed will soon cut interest rates to support the economy.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Monster Beverage is up more than +7% after beating Q2 EPS estimates. Also, Expedia Group is up more than +4% after reporting better-than-expected Q2 EPS and raising its full-year forecast. On the negative side, Trade Desk is down more than -38% after giving an outlook that analysts said was underwhelming. Also, Microchip Technology is down more than -4% after pausing most factory expansions and cutting its full-year capital expenditures.
Stocks are seeing support from speculation that weaker-than-expected US economic news and recent dovish Fed commentary will push the Fed to lower interest rates as soon as next month. On Thursday, President Trump nominated Stephen Miran to be a temporary replacement for Adrianna Kugler as Fed Governor until the end of the year. Miran is currently chairman of the Council of Economic Advisors and is seen as dovish and supporting President Trump’s calls for lower interest rates. The chances of a Fed rate cut at the September FOMC meeting rose to 91% from 40% last Friday.
Stocks extended their gains today as market sentiment improved after Bloomberg News reported that the US and Russia are aiming for a deal to end the war in Ukraine. Russia said it would halt its offensive in the Kherson and Zaporizhzhia regions of Ukraine along the current battlelines as part of the deal if Ukraine cedes its entire eastern Donbas area to Russia as well as Crimea.
In recent tariff news, President Trump announced Wednesday that he will impose a 100% tariff on semiconductor imports. Still, companies would be eligible for exemptions if they demonstrate a commitment to building their products in the US. However, the US will levy a separate tax on imports of electronic products that employ semiconductors. Also, President Trump announced Wednesday that he will double tariffs on US imports from India to 50% from the current 25% tariff, due to India’s purchases of Russian oil. On Tuesday, Mr. Trump said that US tariffs on pharmaceutical imports would be announced “within the next week or so.” According to Bloomberg Economics, the average US tariff will rise to 15.2% if rates are implemented as announced, up from 13.3% earlier, and significantly higher than the 2.3% in 2024 before the tariffs were announced.
Federal funds futures prices are discounting the chances for a -25 bp rate cut at 91% at the September 16-17 FOMC meeting and 64% at the following meeting on October 28-29.
Earnings reports released thus far suggest that S&P 500 earnings for Q2 are on track to rise +9.1% y/y, much better than the pre-season expectations of +2.8% y/y and the most in four years, according to Bloomberg Intelligence. With over 79% of S&P 500 firms having reported Q2 earnings, around 83% exceeded profit estimates.
Overseas stock markets today are mixed. The Euro Stoxx 50 is up +0.33%. China’s Shanghai Composite closed down -0.12%. Japan’s Nikkei Stock 225 climbed to a 2-week high and closed up sharply by +1.85%.
Interest Rates
September 10-year T-notes (ZNU25) today are down by -7 ticks. The 10-year T-note yield is up +2.7 bp to 4.277%. T-notes are moving lower today as strength in stocks has reduced safe-haven demand for government securities. Also, rising inflation expectations are negative for T-notes as the 10-year breakeven inflation rate rose to a 1-week high today of 2.388%.
Losses in T-notes are limited after President Trump late Thursday nominated Stephen Miran for Fed Governor to replace Adriana Kugler for the rest of the year. Miran views President Trump’s policies as disinflationary and would support a more dovish Fed policy.
European government bond yields today are moving higher. The 10-year German bund yield is up +5.5 bp to 2.685%. The 10-year UK gilt yield is up +5.0 bp to 4.507%.
Swaps are discounting the chances at 9% for a -25 bp rate cut by the ECB at the September 11 policy meeting.
US Stock Movers
Gen Digital (GEN) is up more than +10% to lead gainers in the S&P 500 after reporting Q1 revenue of $1.26 billion, stronger than the consensus of $1.19 billion, and forecasting full-year revenue of $4.80-$4.90 billion, better than the consensus of $4.76 billion.
Gilead Sciences (GILD) is up more than +8% to lead gainers in the Nasdaq 100 after reporting Q2 product sales of $7.05 billion, above the consensus of $6.94 billion, and raising its full-year product sales forecast to $28.3 billion-$28.7 billion from a previous forecast of $28.2 billion-$28.6 billion.
Monster Beverage (MNST) is up more than +7% after reporting Q2 net sales of $2.11 billion, stronger than the consensus of $2.08 billion.
Expedia Group (EXPE) is up more than +4% after reporting Q2 revenue of $3.79 billion, better than the consensus of $3.71 billion, and raising its full-year gross bookings forecast to +3% to +5% from a previous estimate of +2% to +4%, the midpoint above the consensus of +3.3%.
Live Nation Entertainment (LYV) is up more than +4% after reporting Q2 revenue of $7.01 billion, above the consensus of $6.89 billion.
Tesla (TSLA) is up more than +3% after it was granted a rideshare permit in Texas for operating its robotaxi service.
Tempus AI (TEM) is up more than +3% after reporting Q2 net revenue of $314.6 million, stronger than the consensus of $297.7 million.
Maplebear (CART) is up more than +2% after reporting Q2 gross transaction value of $9.08 billion, above the consensus of $8.94 billion, and forecasting Q3 gross transaction value of $9.00 billion-$9.15 billion, better than the consensus of $8.96 billion.
Trade Desk (TTD) is down more than -38% to lead losers in the S&P 500 and Nasdaq 100 after reporting Q2 adjusted EPS of 41 cents, above the consensus of 40 cents but considered underwhelming by several analysts.
Sweetgreen (SG) is down more than -27% after reporting a Q2 EPS loss of -20 cents, wider than the consensus of -13 cents, and cut its full-year same-store sales forecast to down -4% to -6% from a previous forecast of no change.
Twilio (TWLO) is down more than -17% after forecasting Q3 adjusted EPS of $1.01-$1.06, weaker than the consensus of $1.14.
Goodyear Tire & Rubber (GT) is down more than -16% after reporting an unexpected Q2 loss per share of -17 cents versus expectations of a +19 cent profit.
Pinterest (PINS) is down more than -8% after reporting Q2 adjusted EPS of 33 cents, below the consensus of 36 cents.
GoDaddy (GDDY) is down more than -6% after it reported Q2 revenue of $1.20 billion, below the consensus of $1.21 billion.
Microchip Technology (MCHP) is down more than -3% after forecasting Q2 net sales of $1.11 billion-$1.15 billion, the midpoint right on the consensus of $1.13 billion, considered disappointing by analysts.
Earnings Reports (8/8/2025)
Freedom Holding Corp/NV (FRHC), Lamar Advertising Co (LAMR), Liberty Media Corp-Liberty Live (LLYVA), Skechers USA Inc (SKX), Sotera Health Co (SHC), Tempus AI Inc (TEM), Under Armour Inc (UAA), Wendy’s Co/The (WEN).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rally on Positive Earnings and Hopes for an End to Russia-Ukraine War

Below is Validea's guru fundamental report for TWILIO INC (TWLO). Of the 22 guru strategies we follow, TWLO rates highest using our Price/Sales Investor model based on the published strategy of Kenneth Fisher. This value strategy rewards stocks with low P/S ratios, long-term profit growth, strong free cash flow and consistent profit margins.
TWILIO INC (TWLO) is a large-cap growth stock in the Software & Programming industry. The rating using this strategy is 48% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TWILIO INC
More Information on Kenneth Fisher
About Kenneth Fisher: The son of Philip Fisher, who is considered the "Father of Growth Investing", Kenneth Fisher is a money manager, bestselling author, and longtime Forbes columnist. The younger Fisher wowed Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of using the price/sales ratio (PSR) as a means of identifying attractive stocks. According to his alma mater, Humboldt State University, Fisher is also one of the world's foremost experts on 19th century logging. Appropriately, Fisher's firm, Fisher Investments, is located in a lush forest preserve in Woodside, California, where the contrarian-minded Fisher says he and his employees can get away from Wall Street groupthink.
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About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TWLO Quantitative Stock Analysis

Starbucks' China Challenge and Decoding Meta's AI Push

The astonishing rally of U.S. stocks in 2023 and 2024 continued in the first half of 2025, albeit at a slow pace. The rally was predominantly driven by the technology sector with an unprecedented adoption of generative artificial intelligence (AI) technology across the world.
The AI-driven rally suffered multiple setbacks in first-half 2025 due to the unveiling of the low-cost Chinese DeepSeek AI platform, the Trump administration’s decision to stop the export of high-end AI processors to China, global turmoil related to trade after President Trump imposed reciprocal tariffs and geopolitical conflicts in the Middle East.
AI infrastructure space recently gathered steam, with the DeepSeek-related fears turning out to be overblown. Moreover, chances of a U.S.-China trade deal, the Fed’s indication of two rate cuts of 25 basis points each this year and the evaporation of recession worries in the U.S. economy boosted market participants confidence.
Here we recommend five AI stocks to invest in for the second half of this year. These stocks have appreciated in the past three months. Each of our picks sports a Zacks Rank #1 (Strong Buy) reflecting near-term price upside potential. You can see the complete list of today’s Zacks #1 Rank stocks here.
These stocks are: Jabil Inc. JBL, Twilio Inc. TWLO, UiPath Inc. PATH, Intuit Inc. INTU and Dell Technologies Inc. DELL.
AI Frenzy Remains Rock Solid
The recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some factors necessary for profit-booking so that they can reenter the market at a reasonably low level. Stock prices of several AI companies have skyrocketed 100-500% in the last two years. Therefore, the speculation of a market correction was ripe from the beginning of 2025.
Nevertheless, the AI space remains rock solid supported by an extremely bullish demand scenario. Four of the “magnificent 7” stocks have decided to invest a massive $325 billion in 2025 as capital expenditure for AI-infrastructure development. This marks a significant 46% year-over-year increase in capital spending on the AI ecosystem.
This huge spending on AI infrastructure will dramatically change the world over the next five years in fields like hyperscale automation, robotics, healthcare, energy, materials, financials and cybersecurity. Research firm Oppenheimer estimated that the total addressable global sovereign AI market could be a massive $1.5 trillion.
The chart below shows the price performance of our five picks in the past three months.
Image Source: Zacks Investment Research
Jabil Inc.
Jabil has been benefiting immensely from healthy momentum in capital equipment, AI-powered data center infrastructure, cloud, and digital commerce business verticals. Its focus on end-market and product diversification is a key catalyst. Jabil’s target that “no product or product family should be greater than 5% operating income or cash flows in any fiscal year” is commendable.
JBL’s high free cash flow indicates efficient financial management practices, optimum utilization of assets, and improved operational efficiency. Massive application of generative AI is set to drastically increase the efficiency of JBL’s automated optical inspection machines for automation industry. A large-scale portfolio of business sectors offers JBL a high degree of resiliency during times of macroeconomic and geopolitical disruption.
Jabil has an expected revenue and earnings growth rate of 5.9% and 18.5%, respectively, for the next year (ending August 2026). The Zacks Consensus Estimate for next-year earnings has improved 9% over the last 30 days.
Twilio Inc.
Twilio is a leading provider of cloud communications Platform-as-a-Service in the United States and internationally. TWLO is focusing on generative AI offerings to tap the growing opportunities in this space.
In this regard, TWLO launched Customer AI technology in June 2023, which powerfully combines customer engagement platform data, generative and predictive AI, and large language models (LLMs) to unlock stronger customer relationships for brands.
TWLO is integrating generative AI capabilities across its platform and every customer touchpoint. The company believes that by training LLMs for customers with their data inside its Segment customer data platform, Twilio will be able to help customers enter the AI race multiple steps ahead of their peers.
TWLO has also partnered with Alphabet Inc. (GOOGL) for Google Cloud to integrate generative AI into the Twilio Flex customer engagement platform. Twilio’s initiative to integrate generative and predictive AI technology across its platform is likely to boost its revenue growth over the long run.
Twilio enables companies to create personalized, customer-aware experiences powered by OpenAI. Through this integration, Twilio customers will be able to use OpenAI’s GPT-4 model to power new generative capabilities in Twilio Engage, its multichannel marketing solution built on the Segment Customer Data Platform.
Twilio has an expected revenue and earnings growth rate of 7.9% and 22.3%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 6.9% over the last 60 days.
UiPath Inc.
UiPath provides an end-to-end automation platform that offers a range of robotic process automation solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. PATH offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization.
The PATH platform's embedded AI (artificial intelligence), ML (machine language), and NLP (Natural Language Processing) capabilities improve decisioning and information processing. PATH introduced new generative AI features, including specialized LLMs (Large Language Model) such as DocPATH and CommPATH, and Context Grounding, to enhance automated AI models for specific business needs.
UiPath has an expected revenue and earnings growth rate of 8.5% and 5.7%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 7.7% over the last 30 days.
Intuit Inc.
Intuit has been benefiting from steady revenues from the Online Ecosystem and Desktop business segments. INTU’s strong momentum in Online Services revenues is driven by the solid performance of Mailchimp, payroll and Money, which includes payments, capital and bill pay.
Intuit’s generative AI-powered "Intuit Assist," provides financial assistant, enabling personalized insights and recommendations, integrated into products like TurboTax, Credit Karma, QuickBooks, and Mailchimp, aiming to fuel small business and personal financial success.
INTU’s Credit Karma business is benefiting from strength in Credit Karma Money, credit cards, auto insurance and personal loans. INTU’s strategy of shifting its business to a cloud-based subscription model will help generate stable revenues over the long run. Cloud is a flourishing part of the technology space and has been gaining momentum in recent years.
Intuit has an expected revenue and earnings growth rate of 11.7% and 13.7%, respectively, for the next year (ending July 2026). The Zacks Consensus Estimate for next-year earnings has improved 0.2% over the last 30 days.
Dell Technologies Inc.
Dell Technologies has been benefiting from strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI applications. In the last reported quarter, DELL secured $12.1 billion in AI server orders, surpassing shipments and building a strong backlog.
DELL’s PowerEdge XE9680L AI-optimized server is very much in demand. Strong enterprise demand for AI-optimized servers is aiding the company. A robust partner base that includes the likes of NVIDIA, Google and Microsoft has been a major growth driver.
DELL is expanding its cloud services through its infrastructure solutions and rich partner base that provides essential hardware and services that support cloud environments. Through its APEX platform, DELL provides multi-cloud solutions and advanced AI infrastructure, which have become key highlights of its offerings.
Dell Technologies has an expected revenue and earnings growth rate of 8.7% and 16%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 0.1% over the last seven days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

5 Must-Buy High-Flying Stocks With AI Frenzy Set to Dominate H2 2025

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Twilio Inc (Symbol: TWLO), where a total of 13,583 contracts have traded so far, representing approximately 1.4 million underlying shares. That amounts to about 67.1% of TWLO's average daily trading volume over the past month of 2.0 million shares. Especially high volume was seen for the $115 strike call option expiring July 18, 2025, with 5,053 contracts trading so far today, representing approximately 505,300 underlying shares of TWLO. Below is a chart showing TWLO's trailing twelve month trading history, with the $115 strike highlighted in orange:
Root Inc (Symbol: ROOT) options are showing a volume of 2,321 contracts thus far today. That number of contracts represents approximately 232,100 underlying shares, working out to a sizeable 56.3% of ROOT's average daily trading volume over the past month, of 412,460 shares. Particularly high volume was seen for the $165 strike call option expiring July 18, 2025, with 420 contracts trading so far today, representing approximately 42,000 underlying shares of ROOT. Below is a chart showing ROOT's trailing twelve month trading history, with the $165 strike highlighted in orange:
And Gates Industrial Corp PLC (Symbol: GTES) saw options trading volume of 8,029 contracts, representing approximately 802,900 underlying shares or approximately 55.9% of GTES's average daily trading volume over the past month, of 1.4 million shares. Particularly high volume was seen for the $22.50 strike call option expiring August 15, 2025, with 3,018 contracts trading so far today, representing approximately 301,800 underlying shares of GTES. Below is a chart showing GTES's trailing twelve month trading history, with the $22.50 strike highlighted in orange:
For the various different available expirations for TWLO options, ROOT options, or GTES options, visit StockOptionsChannel.com.
Institutional Holders of OASI
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	0.00 28.98
Price/Sales	3.90 2.58
P/B	1.75 2.76
P/FCF	20.92 24.31

Indicator	TTM Median
Net Worth	15.71 0.98
Quick Ratio	0.00 1.53
Current Ratio	5.57 1.84

Indicator	TTM Median
Net Profit Margin	-14.01 9.71
Operating Margin	-12.59 11.07
Gross Margin	50.64 50.00

Indicator	TTM Median
EPS	0.27 0.24
EPS Forecast	0.08 0.19
Revenue	1.08B 73.00M
Gross Profit	556.00M —
EBITDA	45.00M —

Twilio Inc.

Fundamental TWLO

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