Presented by Miso Robotics: A recent robotics IPO was oversubscribed 8,000X, and experts say the frenzy could reprice stocks across the industry. Everyday investors have already made 44k+ investments in Miso, whose Flippy robot fries for White Castle and Carl’s Jr. Claim your stake and get up to 7% bonus stock →

Software is on both sides of the ledger this morning. A sports betting platform is leading the declines after missing on both lines, while a collaboration software company is sliding on a shrinking business segment and a contact center name is lower after cutting guidance and announcing a deal.

On the winning side, raised outlooks and clean beats are getting paid. A software company is soaring after lifting its full-year forecast, an internet infrastructure name is surging on a guidance beat, and a neocloud provider and a lodging marketplace are both up double digits.

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: 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.

People have already made 44k+ investments into Miso. Now’s your chance to claim your own stake in the robot boom. 

Get up to 7% bonus stock as a Miso Robotics shareholder today.

^{Miso Robotics is offering securities through the use of an Offering Statement that has been qualified by the Securities and Exchange Commission under Tier II of Regulation A. A copy of the Final Offering Circular that forms a part of the Offering Statement may be obtained from: invest.misorobotics.com/. Past performance is not indicative of future results. Forward-looking statements were included here that the Company believes to be accurate given the current information.}

JFrog (FROG): +22%

The software company is soaring after raising its full-year outlook, with new profit and revenue targets landing well above what Wall Street had penciled in. A raise that clears consensus by this wide a margin tells investors the business is running well ahead of plan.

Cloudflare (NET): +19%

The internet infrastructure company is surging after its guidance for the current quarter topped Street expectations on both earnings and revenue. Forward guidance is the cleanest read on demand, and a beat on the outlook carries more weight than a beat on the quarter that just ended.

Iren (IREN): +14%

The neocloud provider is rebounding after fiscal first-quarter revenue jumped sharply from the prior quarter. That growth lands alongside a setback, with more than $4 billion in annual recurring revenue once expected in 2026 now pushed to at least January 2027. After a 31% drop over the past week in the AI selloff, the market seems more focused on the growth than the delay for now.

Airbnb (ABNB): +14%

The online lodging marketplace is jumping after third-quarter results topped expectations on both earnings and revenue. A clean double beat suggests travel demand on the platform is running ahead of what analysts had modeled.

DraftKings (DKNG): -25%

The online sports betting platform is tumbling after missing on both lines in the third quarter, with a wider-than-expected loss and revenue that came in short. Sportsbook revenue, the core of the business, also trailed estimates, which makes the miss hard to pin on anything other than the main engine.

Atlassian (TEAM): -16%

The team collaboration software company is dropping after forecasting a mid-teens decline in data center revenue for both the current quarter and the fiscal year ending next June. A business line projected to shrink for that long gives investors a lot of contraction to price in, and the stock is doing it all at once.

Five9 (FIVN): -15%

The contact center software company is sliding after lowering its full-year profit guidance and announcing a $325 million cash acquisition of Level AI. Cutting the outlook while writing a check for a deal leaves investors weighing near-term pressure against a longer-term AI bet.

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.

People have already made 44k+ investments into Miso. Now’s your chance to claim your own stake in the robot boom. 

Get up to 7% bonus stock as a Miso Robotics shareholder today.

^{Miso Robotics is offering securities through the use of an Offering Statement that has been qualified by the Securities and Exchange Commission under Tier II of Regulation A. A copy of the Final Offering Circular that forms a part of the Offering Statement may be obtained from: invest.misorobotics.com/. Past performance is not indicative of future results. Forward-looking statements were included here that the Company believes to be accurate given the current information.}

AST SpaceMobile (ASTS)

AST SpaceMobile is the top trending ticker on StockTwits this morning after a rough Thursday, when shares fell about 15% to around $30 even as the company announced a support role on a US Space Force contract. The stream is split heading into Monday’s earnings, with sentiment reading neutral and some holders calling for a sharp rebound while others say they’re simply sitting tight.

The stock is down roughly two-thirds from its May peak, and Wall Street expects third-quarter revenue to roughly triple from a year ago when the company reports after the close on November 9. That print could be the moment that either gives bulls a floor to stand on or confirms why the stock has kept sliding.

✌️That’s it for today.