Hot or Not, Stock Market Edition: 08/15/2025

Here’s what’s hot (and what’s not) today…

• Hot: Regal Rexnord Corporation (RRX) apparently reverses a bear trap; Twilio (TWLO) gets itself together after a loss
• Not: The 150%+ party may be over for Nebius Group (NBIS); is CoreWeave (CRWV) showing cracks in the AI bubble? 

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🔥 HOT: Twilio (NYSE: TWLO) lost nearly 20% last Friday after investors were concerned over the company’s weak full-year guidance. We believed that the drop was an overreaction, and Wednesday’s price action looks like we were right. TWLO gained 6.8%, erasing some of last week’s loss and setting the company up for a renewed bull run. Twilio’s second-quarter earnings report included several pieces of good news that bode well for its future. The company’s customer accounts continued to grow during the quarter and, more importantly, its base of large customers worth half a million dollars or more grew by almost 60%. We see a lot more upside for TWLO and give it an A rating in Growth and a B Zen Rating.

🥶 NOT: There comes a time in every bull run when you must take profit or risk losing your hard-earned gains. We believe that time has come for Nebius Group (NASDAQ: NBIS). The stock has gained 151.1% YTD, but the recent post-earnings pop has us convinced that NBIS is now overvalued. Our metric analysis has NBIS with D ratings in Value and Financials and an F in Safety. Still, it’s hard to ignore its meteoric rise this year, so we’re not willing to write it off completely. We give NBIS a C rating and a Hold recommendation, acknowledging that all but the most risk-tolerant traders are likely heading for the hills at this point.

🔥 HOT: Shares of Regal Rexnord Corporation (NYSE: RRX) gained 8.1% on Wednesday, reversing from two days of down trading in what now appears to be a bear trap. Wednesday’s reversal came on the back of 20% higher volume than is typical on RRX, a sign that buyers have control of the stock for the time being. We think that RRX is a Strong Buy and give it an A Zen Rating. The stock’s B ratings in Value, Growth, and Financials put it ahead of most stocks in the Specialty Industrial Machinery industry and make it worth serious attention

> Learn more about Growth stocks here

🥶 NOT: While talks of an AI bubble swirl on Wall Street, CoreWeave (NASDAQ: CRWV) could be one of the first stocks to show cracks. The company reported second-quarter earnings on Tuesday after hours, beating revenue projections but falling short on profit numbers. The issue appears to be related to the cost of scaling AI workloads, something that could pose a real problem for CRWV and other businesses heavily invested in AI. The market seems to agree, with shares of CRWV falling by 20.8% by the closing bell. Our research shows a similarly dire situation for CRWV, with an F rating in Sentiment and D ratings in Safety and Financials. With the current uncertainty surrounding the future of AI and CoreWeave’s specific problems turning a profit, we give the stock a D Zen Rating and a Sell recommendation.

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