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● Oracle (NYSE:ORCL) jumped 8.3% off its lows, though the gain leaves shares still trading 63% below their 52-week high.
● Palantir Technologies (NASDAQ:PLTR) accelerated growth from 36% to 85% over six quarters, yet the stock has given back 30% in 2026.
● Palo Alto Networks (NASDAQ:PANW) gained 3.7% in a market-wide rally, with its $20 billion CyberArk acquisition now facing its first full-year test.
● Manhattan Associates (NASDAQ:MANH) fell 6.40% to $190.97, giving back part of a 21.3% surge to $204.02 the prior session after second-quarter results beat estimates and guidance was raised.
● MongoDB (NASDAQ:MDB) rebounded toward $326 with no fresh catalyst, leaving its August 25, 2026 earnings report as the real test of its growth trajectory.
● Nebius Group (NASDAQ:NBIS) jumped 27% in an AI-cloud snapback, yet still sits 37% below its 52-week high, reflecting continued sector volatility.
● Netflix (NASDAQ:NFLX) trades 42% below its high, a stock reshaped by a recent 10-for-1 stock split and an unsuccessful bid to acquire Warner Bros.
● Nutanix (NASDAQ:NTNX) dipped just 0.52%, pausing after recovering a meaningful slice of a year-long derating during a 16% July rally.
● HubSpot (NYSE:HUBS) fell 7.18% to $233.10, giving back less than a third of a roughly 32% four-session surge from $190.01 to $251.12 between July 23 and July 29.
● IBM (NYSE:IBM) slid again, as new quantum computing breakthroughs meet the fallout from an earlier 25% one-day share collapse.
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