Feed / Theme
Confirmed

AI and Cloud Solutions

17 names are moving together; 53% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ETOReToro Group Ltd.Financial Services-1.5%Most structurally connected
WITWipro LimitedTechnology+1.6%Group member
IDCCInterDigital, Inc.Technology-0.3%Group member
DJTTrump Media & Technology GroupCommunication Services-0.1%Group member
AAPLApple Inc.Technology-0.3%Group member
ASTCAstrotech CorporationTechnology-3.5%Group member
AVEXAEVEX Corp.Industrials-0.6%Group member
FSCOFS Credit Opportunities Corp.Financial Services+0.2%Group member
NSITInsight Enterprises, Inc.Technology+1.3%Group member
WMBWilliams Companies, Inc. (The)Energy-0.6%Group member
CXDOCrexendo, Inc.Communication Services+4.8%Group member
XOMAXOMA Royalty CorporationHealthcare-1.4%Group member
CLHClean Harbors, Inc.Industrials+0.6%Group member
HUMAHumacyte, Inc.Healthcare+0.9%Group member
VERIVeritone, Inc.Technology-1.7%Group member
OPRAOpera LimitedCommunication Services-0.5%Group member
SLXNSilexion Therapeutics CorpHealthcare+2.8%Group member

Why we believe this

Cohort

17 names

Participation

53% this session

Observed history

1 daily builds

Filing coverage

13/17 members

credit / rates affecting interest expense

Overall, interest expense was partially offset by a $6.3 million increase in interest income, generally on our cash balances, in the year ended December 31, 2025 compared to the year ended December 31, 2024.

CLH 10-K

product pipeline / R&D affecting expense

s $ 18,896 $ 15,278 24 % $ 37,275 $ 30,721 21 % Percentage of total net sales 17 % 16 % 15 % 14 % Research and Development Research and development (“R&D”) expense increased during the second quarter and first six months of 2026 compared to the same periods in 2025 primarily due to higher infrastructure-related costs and headcount-related expenses.

AAPL 10-Q

demand / volume

The Company’s products and operating systems are subject to rapid technological change, and when third-party developers are unable to or choose not to keep up with this pace of change, their applications can fail to take advantage of these changes to deliver improved customer experiences, can operate incorrectly, and can result in dissatisfied customers and lower customer demand for the Company’s products.

AAPL 10-K

AI and Cloud Solutions can stay leader-led if AVEX and the next software names fail to join while ETOR 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.