Benzinga Bulls And Bears: CrowdStrike, MongoDB, SoFi — And Wall Street Surges On Rate Cut Hopes

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

Wall Street surged this week as investor confidence in a December rate cut soared, with odds rising above 90% amid soft inflation data and dovish Fed commentary. Economic signals remained mixed — jobless claims dipped, but layoffs and private payroll cuts hinted at underlying labor market stress.

The Nasdaq Composite notched its longest winning streak since January, while the S&P 500 flirted with record highs, buoyed by broad gains across tech and consumer sectors. Risk appetite grew, with investors positioning for a Fed pivot even as Federal Reserve Chair Jerome Powell struck a cautious tone.

Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls

"CrowdStrike Delivers Beat-And-Raise Q3: ‘One Of Our Best Quarters In Company History'", by Adam Eckert, reports that CrowdStrike Holdings Inc. (NASDAQ:CRWD) posted Q3 revenue of $1.23 billion, up ~22% year-over-year and just beating analysts' ~$1.22 billion estimate, with adjusted EPS of $0.96 vs. ~$0.94 expected. Their subscription revenue rose to $1.17 billion, annual recurring revenue (ARR) hit $4.92 billion (up 23% YoY), and free cash flow reached $295.9 million. The company raised its full-year revenue and EPS guidance, calling Q3 "one of our best quarters" as growing demand for AI-driven security solutions boosts confidence.

"Robotics Stocks Rally As Trump Reportedly Preps Executive Order To Supercharge Industry", by Anusuya Lahiri, reports that shares of robotics-linked firms — including iRobot Corp. (NASDAQ:IRBT), Serve Robotics Inc. (NASDAQ:SERV) and Richtech Robotics Inc. (NASDAQ:RR) — surged after a report that the Donald Trump administration may issue an executive order in 2026 aimed at accelerating the U.S. robotics and advanced manufacturing sector, a move investors see as supportive of automation-related equities.

"MongoDB Smashes Q3 Earnings Estimates, Raises FY26 Outlook, Shares Rip Higher", by Adam Eckert, reports that MongoDB, Inc. (NASDAQ:MDB) jumped after posting Q3 revenue of $628.31 million and adjusted EPS of $1.32 — both well above expectations — while raising full-year guidance as customer growth and strong free cash flow reinforced demand for its cloud database platform.

For additional bullish calls of the past week, check out the following:

Marvell Chases AMD-Backed Celestial AI In Multi-Billion Dollar Deal

Salesforce Stock Surges Following Q3 Results, Raised FY26 Outlook On ‘Powerful' RPO Pipeline

UiPath Stock Jumps After Q3 Earnings: Here's Why

The Bears

"Super Micro, Palantir, Oracle Crash In November Tech Stock Massacre", by Erica Kollmann, reports that former high-flying tech names such as Super Micro Computer Inc. (NASDAQ:SMCI), Palantir Technologies (NASDAQ:PLTR) and Oracle Corp. (NYSE:ORCL) were among the worst — losing 35%, ~16%, and 23% respectively — after a swift rotation out of AI-hyped equities sent shockwaves through the sector, with investors retreating toward more defensive, value-oriented names.

"Quantum Stocks Bleed Out — Rigetti, D-Wave Down More Than 30%", by Erica Kollmann, reports that pure-play quantum stocks such as Rigetti Computing (NASDAQ:RGTI) and D‑Wave Quantum (NYSE:QBTS) plunged roughly 40% and over 30%, respectively, in November — along with other names like IonQ (NYSE:IONQ) and Quantum Computing Inc. (NASDAQ:QUBT) — as investor enthusiasm cooled and the speculative quantum-computing rally gave way to a broader sector "bleed-out."

"SoFi Stock Stumbles After The Close: Here's Why", by Adam Eckert, reports that SoFi Technologies Inc. (NASDAQ:SOFI) shares slid ~5.7% in after-hours trading after the company announced a $1.5 billion common-stock offering — a move investors interpreted as dilutive at a time when the stock was already trading near 52-week highs.

For more bearish takes, be sure to see these posts:

Hewlett Packard Enterprise Stock Heads Lower After Q3 Earnings

IREN Stock Is Sliding Tuesday: What's Driving The Sell-Off?

DocuSign Stock Slides As Q3 Earnings Beat Fails To Impress

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Image created using artificial intelligence via Midjourney.