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Confirmed

Cloud and AI Solutions · SOUN

15 names are moving together; 60% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ORCLOracle CorporationTechnology-2.8%Group member
BZKANZHUN LIMITED - American DepoCommunication Services-0.3%Group member
IQiQIYI, Inc.Communication Services+1.8%Group member
PANWPalo Alto Networks, Inc.Technology+6.8%Group member
EWTXEdgewise Therapeutics, Inc.Healthcare-3.7%Group member
SOUNSoundHound AI, Inc.Technology+2.6%Most structurally connected
CXDOCrexendo, Inc.Communication Services-3.0%Group member
PALUDirexion Daily PANW Bull 2X ETF+13.7%Group member
AAPLApple Inc.Technology-0.8%Group member
GCTSGCT Semiconductor Holding, Inc.Technology+1.3%Group member
DVLTDatavault AI Inc.Technology+7.0%Group member
NSITInsight Enterprises, Inc.Technology-1.5%Group member
SLXNSilexion Therapeutics CorpHealthcare-2.0%Group member
ETOReToro Group Ltd.Financial Services-0.2%Group member
LOGILogitech International S.A. - RTechnology-1.7%Group member

Why we believe this

Cohort

15 names

Participation

60% this session

Observed history

1 daily builds

Filing coverage

11/15 members

product pipeline / R&D affecting expense

The increase in research and development expenses was primarily due to increases in 2026 of $2.0 million in office expense, $1.0 million in legal and professional fees, $0.3 million in consulting fees, $0.1 million in utilities, which were partially offset by a decrease of $1.0 million in personnel-related costs caused by lower stock-based compensation of $3.0 million offset by the increased salary related expenses of $2.0 million due to Interactions acquisition, $0.9 million in cloud computing services and $0.1 million in rent expense.

SOUN 10-Q

demand / volume affecting revenue

We anticipate that we will experience fluctuations in our revenues from quarter-to-quarter due to a variety of factors, including the supply and demand of end user products such as automobiles, the size and success of our sales force and the number of users who are aware of and use our applications.

SOUN 10-Q

credit / rates affecting interest expense

No interest expense was incurred during the three months ended March 31, 2026 due to the repayment of Amelia Debt in December 2024 and the repayment of Term Loan in June 2024.

SOUN 10-Q

Cloud and AI Solutions can stay leader-led if PANW and the next software names fail to join while SOUN keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.