GitLab rose 8.4%, with its enterprise AI DevSecOps partnership with Google Cloud being the most substantive catalyst; UiPath rose 5.9%, as the narrative of recovering demand for AI process automation continues; Fastly rose 11.6%, with demand for edge computing/CDN improving against the backdrop of increasing AI traffic; Celestica fell 0.63%, with server rack-related stocks suppressed by margin concerns.
$GitLab(GTLB.US) and $UiPath(PATH.US) have the clearest catalyst-driven momentum today, while FSLY is more of a rebound; note the difference in sustainability.
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