Introduction
Only 2 of the 10 constituents in our Micro/Small Cap AI Stocks Portfolio declined in July and, as a result, the Portfolio went UP 13.5% vs. only a 3.2% increase in June. Below are the performances of each of the constituents in July, in descending order, and YTD along with a description of the focus of each company, their market capitalizations, and the latest news, analyses and commentary where available.
The munKNEE Micro/Small Cap AI Stocks Portfolio
- EVLV screens people for threats without sacrificing the visitor experience.
- Market Capitalization: $519M
- Latest news, commentary and/or analysis:
- Evolv Technology’s Latest Software Update Designed to Simplify Security Management and Reporting
- Evolv Technology to Release Second Quarter Financial Results on August 8, 2024
- INOD provides AI-enabled software platforms and managed services for AI data annotation, AI digital transformation, and industry-specific business processes.
- Market Capitalization: $519M
- Latest news, commentary and/or analysis:
- Could Innodata Become the Next Palantir?
- Innodata to Report Second Quarter 2024 Results On August 8th
- SOUN offers voice AI solutions that let businesses offer conversational experiences to their customer in 25 different languages.
- Market Capitalization: $1,600M
- Latest news, commentary and/or analysis:
- SoundHound AI Rolls Out Voice Assistant with Generative AI to Alfa Romeo and Citroën Vehicles Across Europe
- SoundHound AI To Report 2024 Second Quarter Financial Results on August 8
- REKR leverages AI, machine learning, and holistic data to support the intelligent infrastructure for smart mobility.
- Market Capitalization: $148M
- Latest news, commentary and/or analysis:
- SoundThinking and Rekor Systems Announce Strategic Partnership
- Rekor Systems to Announce Second Quarter Fiscal 2024 Results on August 14th
- AAOI provides fiber-optic access network products for the cable broadband, internet data center, telecom, and fiber-to-the-home markets.
- Market Capitalization: $344M
- Latest news, commentary and/or analysis:
- Applied Optoelectronics To Report Second Quarter 2024 Financial Results On August 6th
- VRSSF offers a voice and text-based personal AI assistant designed to learn about its users in order to better organize, manage, and optimize their digital life.
- Market Capitalization: $123M
- Latest news, commentary and/or analysis:
- VERSES Recognized in Gartner’s 2024 Hype Cycle for Artificial Intelligence Report
- VERSES Publishes Pioneering Research Demonstrating More Versatile, Efficient, Physics Foundation for Next-Gen AI
- DMRC software provides digital identifiers designed to address counterfeiting, product authenticity, recycling accuracy, and supply chain traceability.
- Market Capitalization: $668M
- Latest news, commentary and/or analysis: None
- provides AI and machine learning to assist customers in aggregating, interpreting, and synthesizing data to enable real-time decision-making capabilities.
- Market Capitalization: $357M
- Latest news, commentary and/or analysis:
- BigBear.ai Reports Second Quarter 2024 Results After Close Today
- RGTI builds quantum computers and the superconducting quantum processors.
- Market Capitalization: $166M
- Latest news, commentary and/or analysis:
- Could Rigetti Computing Become the Next IonQ?
- Rigetti Computing to Report Second Quarter 2024 Financial Results on August 8
- develops and delivers quantum computing systems, software, and services worldwide.
- Market Capitalization: $128M
- Latest news, commentary and/or analysis:
- D-Wave Announces Roadmap to Extend Leap Quantum Cloud Service for AI/ML
- Will D-Wave Quantum Report Negative Earnings Next Week? What You Should Know
Summary
The munKNEE Micro/Small Cap AI Stocks Portfolio was UP 13.5% in July and is now UP 1.8% YTD. The average market capitalization of the 10 constituents is $457M.Please note: If you Comment on this article (see below) you will automatically be entered in TalkMarkets’ contest (register here) to win an Amazon Echo Show device which has a retail value of $229 and have the ability to engage directly with me and other commentators.More By This Author: Pure-Play Cloud Computing SaaS Stocks Lagged Expectations In July: Down 3%
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