U.S. Stock Movement | AI application concept stocks collectively surged, Twilio rose over 15% after earnings

On Friday, U.S. stock AI application concept stocks collectively surged, with Twilio and Reddit rising over 15% after earnings, Cloudflare up over 11%, Palantir nearly 4% hitting a new high, and Applovin up over 3%. In terms of news, Twilio released its third-quarter financial report, with revenue of $1.3 billion, a year-on-year increase of 15%, and non-GAAP operating income of $235 million, a year-on-year increase of 29%, both exceeding analyst expectations; at the same time, it raised its full-year revenue growth forecast to 12.5% and increased its free cash flow guidance to $920 million to $930 million. Additionally, Reddit released its third-quarter financial report, with revenue increasing 68% year-on-year to $585 million, exceeding analyst expectations. Reddit raised its fourth-quarter revenue guidance to $655 million to $665 million, higher than analyst expectations