Presented by Miso Robotics: SoftBank CEO Masayoshi Son predicts AI robotics could generate at least 10% of global GDP. Here’s one way to get exposure to this growing trend.

This morning is a study in what happens when the bar gets raised and companies fail to clear it.

A sales intelligence platform took an axe to its full-year outlook and is down a third. A telehealth high-flier guided lower and is bleeding. Even a sweeping AI-driven restructuring at a software name is reading as a tell, not a turnaround.

A sales intelligence platform slashed its full-year outlook and lost a third of its value. A once-hot telehealth name guided lower and is getting punished. And at a software company, an AI-driven restructuring is being read less as a turnaround plan and more as a warning sign.

This morning, the market is rewarding two things: credible deal chatter and strong execution. Anyone lowering the outlook is getting punished.

That’s what NVIDIA’s CEO said today’s savvy AI investors are making money from. And financial experts say it could send AI and robotics stocks soaring on a "multi-year supertrend."

But 40k+ investors aren’t waiting for Wall Street’s stock exchanges. They're backing a still-private company that NVIDIA hand-picked to help build the future of restaurant kitchen AI and robots: Miso Robotics. 

Miso’s tech is already in use by big-name restaurant brands like White Castle, Jersey Mike’s, Auntie Anne’s Pretzels, Cinnabon, Häagen-Dazs, and more. And now, through a unique collaboration with NVIDIA, Miso’s robots can even perform up to 35% FASTER.

Take just one example: Miso’s Flippy Fry Station AI robot alone can boost a restaurant’s profits 3X. With 100,000+ U.S. fast-food locations in desperate need, Flippy has a $4B/year revenue potential. Imagine how valuable Miso’s full AI ecosystem can be.

Industry powerhouse Ecolab already invested. Now, for a limited time, you can join them as a Miso shareholder and unlock free additional bonus stock. Take advantage as 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.

Wendy's (WEN): +17.7%

The fast food chain is ripping on a Financial Times report that Nelson Peltz's Trian Fund Management is sounding out backers for a deal to take Wendy's private. Peltz has been Wendy's largest shareholder and most vocal critic for years, so the idea of him finally pulling the trigger lands with real weight. If the financing comes together, this is the catalyst longs have been waiting for.

Zebra Technologies (ZBRA): +15.2%

The workflow automation name beat across the board and raised its full-year outlook, with management calling out broad-based strength led by manufacturing demand. In an industrial tape that has been hunting for signs of life, a clean beat-and-raise from a barcode and enterprise scanning supplier reads as a real-economy data point, not just a single-stock story.

Plug Power (PLUG): +11.6%

The hydrogen fuel name posted a smaller loss than the street feared and topped revenue expectations, a rare combination for a company that has spent years burning cash chasing a hydrogen economy that keeps slipping out of reach. For a stock that trades almost entirely on whether the runway is long enough to reach commercialization, any sign of operational tightening matters.

ZoomInfo Technologies (GTM): -35.6%

The sales intelligence platform took a hit to its full-year revenue outlook, with the new range sitting roughly $60 million below the prior guide. When a software company guides down this hard, the market reads it as a demand problem rather than a one-quarter blip, and that is exactly what is playing out here.

Hims & Hers Health (HIMS): -15.4%

The telehealth name is sliding after issuing weak earnings guidance, a particularly bruising message for a stock that has lived and died on the GLP-1 weight loss narrative. When a high-multiple growth name lowers the bar, the multiple is what gets compressed first.

Under Armour (UAA): -12.7%

The sportswear brand badly missed on revenue, coming in roughly half a billion dollars short of what analysts were modeling. That kind of gap is not an inventory hiccup or a tariff timing issue, it is a sign that the promised turnaround has not arrived.

GitLab (GTLB): -12.6%

CEO Bill Staples laid out a sweeping restructuring tied to GitLab's pivot toward agentic AI, including layoffs, management cuts, and pulling out of as much as 30% of the countries it operates in. Restructurings of this scale rarely happen because everything is going well, and the market is reading it as confirmation that the AI transition is harder than management has been letting on.

AST SpaceMobile (ASTS): -11.3%

The direct-to-phone satellite developer posted a wider-than-expected loss and reaffirmed its full-year revenue guidance. For a pre-revenue story trading on satellite launch cadence and FCC approvals, "reaffirmed" reads as a yellow flag on execution timing.

When Amazon’s Jeff Bezos commits a whopping $100B to AI robots, it tells you something: the smart money sees robots as inevitable…and lucrative.

But here's what most people will miss. There's a company that's not waiting for Bezos to build the future. They're already in it.

Miso’s AI and robots are currently becoming fixtures across the $1 trillion fast-food industry. White Castle, Jersey Mike’s, Auntie Anne’s Pretzel’s, and even Häagen-Dazs are using Miso’s tech because Miso has the solutions restaurant operators need to overcome a crippling 144% annual industry labor turnover.

Miso’s Flippy Fry Station AI robot alone has $4B/year U.S. revenue potential. And it’s only one piece of Miso’s platform.  

Unfortunately, Bezos' robot fund is reserved for only institutional giants. But Miso isn't.

Even better, for a limited time, you can become a Miso shareholder and unlock free additional bonus stock. Take advantage as 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.

Oklo (OKLO)

The small modular reactor name reports first-quarter results after the close today, and retail chatter has been building all week across r/wallstreetbets and Stocktwits. The setup is unusual: a pre-revenue nuclear company that has rallied more than 40% over the past month on the back of an NRC design-criteria approval and an Nvidia partnership, now walking into earnings with no business to grade and a separate Product-Based Operator Licensing safety evaluation also pending from regulators.

Wall Street is modeling a roughly 19-cent loss, but cash burn and runway are what traders will actually be parsing. With shares still well off their 52-week high near $194, tonight could be the print that either reinforces the AI-power thesis or reminds the room that there are still no reactors operating.