Welcome to the Stocktwits Top 25 Newsletter this week!

The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over time. To help you understand this data further, check out our FAQ page, and feel free to reach out if you have questions!

Here are the Stocktwits Top 25 Lists for this week:

The Neo-Cloud ecosystem is still in the 'storming' phase of it's development. With surging customer demand, an expanding universe of providers, and a volatile supply chain; it can be difficult to understand the dynamics of this market.

As sellers, the dynamics can be difficult to navigate. As customers, it can be even more challenging.

This blog post was written to provide insight into the market dynamics to help customers better navigate as they look for partners to help with their GPU cloud infrastructure needs. As an investor, it provides a look into how this eco-system works to help make the right choices in what to research in order to identify the right growth opportunities.

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📈 Momentum Movers

This week’s board mixed AI infrastructure strength with two healthcare breakouts and one split-adjusted optical illusion.

$ERAS ( ▲ 2.91% ) : Erasca, jumped 16 spots to #4: This week’s top dawg added +2.9% and extended its YTD run to +394.1%. July’s Phase 1 update showed a 57% unconfirmed response rate for ERAS-0015 in pancreatic cancer. Risk: The data remain early, and the next major update is not expected until H1 2027.

$ATEX ( ▲ 0.04% ) : Anterix, jumped 15 spots to #8: The ranking leap looked louder than the stock, which finished flat WTD after fiscal Q1 results. Its $250M repurchase authorization remains the capital-return hook. Risk: Fiscal 2026 spectrum revenue was only $6.5M, leaving the valuation dependent on slow-moving utility agreements.

$BYND ( ▲ 10.32% ) : Beyond Meat, new at #1: The +10.3% week and +1,542.7% YTD figure came with a giant asterisk after a 1-for-30 reverse split. Q2 revenue fell 8.2% to $68.8M, while adjusted EBITDA remained negative at $27.7M. Risk: A smaller share count does not repair shrinking sales.

$ETON ( ▲ 44.27% ) : Eton Pharmaceuticals, new at #17: Shares exploded +44.3% after Q2 revenue doubled to $37.6M and management raised 2026 guidance above $145M. Risk: Friday priced in a clean September IMPAVIDO launch and continued HEMANGEOL conversions.

$AAOI ( ▲ 15.53% ) : Applied Optoelectronics, slipped one spot to #7: The stock still gained +15.5% as strong Q2 results reinforced the AI-optics demand story. Its 23.6k watchers made it the board’s loudest infrastructure name. Risk: A small number of hyperscale customers still controls a substantial share of orders.

Next week’s swing factor: The Fed’s July meeting minutes arrive Aug. 19. A hawkish read pressures both early-stage biotech valuations and premium AI infrastructure names.

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