Presented by Miso Robotics: A recent robotics IPO was oversubscribed 8,000X, and over 40K everyday investors have already backed private-stage Miso, whose NVIDIA-collaborating Flippy robot is boosting profits up to 4X for brands like White Castle and Carl’s Jr. Claim your bonus shares before October 23 →

Defense is leading the way before the bell. A drone maker is surging after shooting down a damaging report, a defense giant is climbing on a guidance raise, and a battery developer is rallying on a fresh AI angle.

On the other side, good results aren’t buying much. A chip equipment name, a legacy tech giant, and an EV maker all met or topped expectations and are still trading lower, a sign the bar this earnings season is set very high.

Robotics companies are having a pivotal moment that could benefit you. A recent IPO was oversubscribed 8,000X. And experts say the frenzy could reprice stocks industry-wide. 

Meanwhile, everyday investors like you found a different way into this boom with over 40K investments already: a private-stage company named Miso Robotics. Miso's Flippy fry station robot is already boosting profits up to 4X for brands like White Castle, Carl’s Jr. and more. That led industry powerhouse Ecolab to invest in Miso’s growth, and NVIDIA to collaborate. 

With the $1T fast-food industry modernizing fast, Miso’s not stopping there either: 

Miso and Flippy just entered brand-new markets like college campuses and NBA arenas. 

The company just acquired the IP of a pizza-robot pioneer once valued at $2B+ and backed by SoftBank, growing Miso’s patent portfolio 10X. 

And now, Miso’s introducing Flippy’s new 3D vision created through its unique collaboration with NVIDIA. With this new vision, Flippy can unlock real-time contextual awareness – improving safety, efficiency, and more. 

Combined with years of proprietary data, that’s a formidable moat for Flippy.

And until October 23, Miso is inviting you to invest and help bring Flippy’s biggest vision upgrade yet to market as it targets $1.3 million in investments. Miso is even offering bonus shares.

This is your chance to claim your own stake in the robot boom. Join Miso’s “$1.3 with Vision 3D” opportunity as an investor today.

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

Aevex (AVEX): +13%

The defense drone maker is jumping after pushing back on a Bloomberg News report that said the US Navy would stop buying its GARC boat drone over performance issues. Aevex said flatly that no orders have been halted. In defense, the customer relationship is the whole story, so a direct denial from the company carries real weight.

QuantumScape (QS): +7%

The lithium-metal battery developer is surging after announcing plans for a 100 megawatt-hour solid-state battery production line built for AI data centers. Tying its technology to AI infrastructure hands QuantumScape a fresh demand narrative, and investors are clearly willing to reward it.

Spotify (SPOT): +5%

The audio streamer is climbing after its fourth-quarter revenue outlook came in ahead of what analysts were expecting. Monthly active users also grew 11% from a year ago, and a stronger forward guide paired with a still-expanding audience is exactly the combination streaming investors want to see.

Lockheed Martin (LMT): +3%

The defense giant beat third-quarter expectations and raised its earnings and revenue guidance for 2026. The beat is nice, but the raise is what matters: it signals management sees the rest of the year coming in stronger than planned.

Lam Research (LRCX): -7%

The chip equipment maker is sliding even though its second-quarter outlook landed slightly above what analysts were expecting. When a guide only nudges past the bar and the stock still drops this hard, the market appears to have wanted a lot more.

IBM (IBM): -6%

Big Blue beat on both earnings and revenue and said it expects free cash flow to grow meaningfully this year, yet shares are still falling. That kind of reaction usually means the bar was higher than the consensus numbers suggested.

Rollins (ROL): -5%

The pest control company missed third-quarter expectations on both the top and bottom lines. The misses were narrow, but the market isn’t giving any slack.

Tesla (TSLA): -6%

Tesla beat on both the top and bottom lines in the third quarter, but the stock gave back its early gains and turned lower. When a beat can’t hold a premarket pop, it suggests investors were already positioned for good numbers.

We all see robots flipping on social media. But a french-fry robot named Flippy? That doesn’t make sense. 

Miso Robotics has heard it all before. But ask restaurant operators in the $1T fast-food industry like White Castle and Carl’s Jr. who deploy Miso’s Flippy Fry Station robot, and it makes a lot more sense. 

Flippy FLIPS restaurant operators’ bottom lines, helping boost location profits up to 4X. And with a $4B/year revenue opportunity for US fry stations alone and a special collab with NVIDIA, these fries are way beyond small potatoes. 

Flippy is the star of what’s becoming the operating system for modern restaurants with new customers like Jersey Mike’s and Miso growing its patent portfolio by ~10X. Not only that, Miso’s robots are even being deployed at college campuses and NBA arenas. 

Now, Miso’s introducing Flippy’s new 3D vision created through its unique collaboration with NVIDIA. With this new vision, Flippy can unlock real-time contextual awareness – improving safety, efficiency, and more. 

Combined with years of proprietary data, that’s a formidable moat for Flippy.

And until October 23, Miso is inviting you to invest and help bring Flippy’s biggest vision upgrade yet to market as it targets $1.3 million in investments. Miso is even offering bonus shares.

People like you have already made 44k+ investments into Miso. This is your chance to claim your own stake in the robot boom. Join Miso’s “$1.3 with Vision 3D” opportunity as an investor today.

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

Nebius Group (NBIS)

Nebius is a top-five trending ticker on StockTwits this morning and one of the most-mentioned names on r/wallstreetbets, where chatter is up more than 40% in the past day. Bulls are leaning on Nvidia (NVDA) CEO Jensen Huang describing neocloud demand as extraordinary at GTC Berlin, while skeptics point to debt worries across AI cloud names and a 22% price target cut from Piper Sandler (PIPR).

The stock sits roughly 42% below its 52-week high heading into earnings on November 10. Whether this week’s debate is the setup for a rebound or just more chop in a crowded AI trade is still an open question.

✌️That’s it for today.