Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.

Good afternoon, today is Monday, August 18th, and I'm your host, Kim Khan. Our top story so far.

Wedbush added Crowdstrike, Roblox, GEVernova, and Nebius to its Ives' AI-30 list. Meanwhile, the analysts have removed

CyberArc, C3 AI, Adobe, and Elastic from the list. The I's AI-30 list is a group of 30 tech

companies analysts led by Dan Ives, believe, will define the future of the AI theme over the coming

years. In May, Ives and his team selected 30 tech names, and the following

month, Wedbush launched a new E.T.F. focused on AI, called the Dan Ives-Webush-A.I.R.R.O.

On the additions, they cited CrowdStrike as having more module add-ons within its core

verticals, continued adoption of data protection and Charlotte AI, which continues to see strong

deal flow.

Roblox provides a compelling portfolio of incentives for its developers, while its AI-driven

discovery initiatives are driving increased platform adoption.

GEVernova continues to capitalize on higher demand for electrification and the continued

buildout of data centers across hyperscalers, and Nebius continues to see robust demand

for its AI infrastructure business while looking to increase its data center capacity over the

coming years. Among active stocks, DeForce is at the top of the S&P Gainers list on a report that

Toma Bravo is in talks to acquire the Human Resources Management Software provider.

Bloomberg says a deal could be announced as soon as the coming weeks.

While discussions are advanced, they could still be delayed or falter,

and it is possible another bidder may emerge.

EV maker Neo announced that its planning further expansion,

including its first market in the Americas.

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