Sponsored by Miso Robotics: “One of the Largest Industries Ever” — That’s what NVIDIA CEO, Jensen Huang, said about robots. That’s why it’s a very big deal that Huang’s hand-picked this company to help perfect the next generation of restaurant-kitchen AI robots. Hurry to join as a shareholder today.

Defense and energy are stealing the spotlight this morning. One blowout quarter is reminding the market the buildout trade still has legs, while a possible policy shift is sending a corner of the solar space sharply higher as traders rush into the names that would benefit.

The losing side of the tape is all about digestion. A crypto-tied stock is cooling off after a sharp run, a big-ticket acquisition is getting punished for its size, and a pair of pharma names is slipping under a fresh regulatory cloud. The throughline today is positioning, not panic, with traders picking their spots ahead of a data-heavy week.

Some of the world’s biggest investors lined up to join him. They’re not chasing chips or chatbots. They see AI robotics as the future.

Now, everyday investors can take advantage of this opportunity with Miso Robotics. They’re already proving out his thesis in a $1T market: Fast food. 

Aided by an NVIDIA collaboration, Miso’s tech is used by brands like White Castle, Jersey Mike’s, Cinnabon, and more.

Miso’s Flippy fry-station robot alone has a huge $4B/year revenue potential. Imagine how valuable Miso’s entire AI ecosystem can be.

Bezos’ $100B fund is reserved for Wall Street’s elite. But Miso isn’t. 39,000 investors are already in. Now you can join them. Become an early-stage Miso shareholder today.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com

AeroVironment (AVAV): +30%

The drone maker is soaring higher after a clean beat on both the top and bottom lines. In a year where defense and autonomous systems have been a hot corner of the market, a blowout like this gives the bulls fresh ammunition and confirms demand is still accelerating.

Enphase Energy (ENPH): +10%

The solar name is surging on chatter that the U.S. could ban foreign-made energy inverters, a move that would hand domestic suppliers like Enphase a protected slice of the market. When a policy tailwind threatens to reshape an industry's competitive map overnight, traders pile into the names positioned to benefit.

Air Products (APD): +7%

The industrial gas giant is climbing alongside the broader energy-supply trade. A move this size in a large, slow-moving name signals investors see a real catalyst, not just sympathy buying.

Strategy (MSTR): -6%

The bitcoin proxy is giving back some of Monday's sharp gains, when it surged 22.6% and snapped an eight-day losing streak. With a stock this tightly tied to crypto sentiment, sharp two-way swings are simply the cost of admission, and some traders are locking in the bounce.

Digital Realty Trust (DLR): -5%

The data center REIT is sliding after agreeing to buy a stake in three fully leased data centers from Blackstone for $7.8 billion. The price tag is the story here: investors are weighing whether a deal that large pays off fast enough to justify the capital commitment.

Merck (MRK): -1%

The pharma giant is slipping after Reuters reported a U.S. House committee opened a probe into whether the company was involved in China-based trials that aided the country's military. Headline risk like this rarely moves a name like Merck much, but it puts a regulatory overhang on the stock worth watching.

AbbVie (ABBV): -1%

AbbVie is caught in the same Reuters report flagging a congressional probe into China trials with potential military applications. The move is modest, but it signals the market is treating this as a sector issue, not a one-company problem.

Some of the world’s biggest investors lined up to join him. They’re not chasing chips or chatbots. They see AI robotics as the future.

Now, everyday investors can take advantage of this opportunity with Miso Robotics. They’re already proving out his thesis in a $1T market: Fast food. 

Aided by an NVIDIA collaboration, Miso’s tech is used by brands like White Castle, Jersey Mike’s, Cinnabon, and more.

Miso’s Flippy fry-station robot alone has a huge $4B/year revenue potential. Imagine how valuable Miso’s entire AI ecosystem can be.

Bezos’ $100B fund is reserved for Wall Street’s elite. But Miso isn’t. 39,000 investors are already in. Now you can join them. Become an early-stage Miso shareholder today.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com

USA Rare Earth (USAR)

USA Rare Earth has been trending as retail traders rotate back into the critical-minerals theme, and the chatter has a clear hook: the company is one of the names caught in the escalating U.S.-China rare earth fight after Beijing added it to an export-control list, while domestic supply-chain independence keeps drawing political attention.

The bigger pending catalyst is its roughly $2.8 billion acquisition of the Serra Verde rare earths mine in Brazil, a deal still working toward a 2026 close that would meaningfully expand its production base. If the supply-chain narrative keeps heating up, this could be the kind of name that moves on a headline rather than an earnings date.