Core Viewpoint - The AI application concept stocks experienced a significant surge, particularly Twilio, which saw a rise of over 15% following its earnings report, indicating strong market interest and positive investor sentiment in the sector [1] Company Summaries - Twilio (TWLO.US): Reported Q3 revenue of $1.3 billion, a year-over-year increase of 15%. Non-GAAP operating income reached $235 million, up 29% year-over-year, both exceeding analyst expectations. The company raised its full-year revenue growth forecast to 12.5% and increased its free cash flow guidance to between $920 million and $930 million [1] - Reddit (RDDT.US): Announced Q3 revenue of $585 million, a substantial year-over-year growth of 68%, surpassing analyst expectations. Reddit also raised its Q4 revenue guidance to between $655 million and $665 million, which is above analyst forecasts [1] - Cloudflare (NET.US): Experienced a stock increase of over 11%, reflecting positive market sentiment towards its performance [1] - Palantir (PLTR.US): Saw a nearly 4% increase in stock price, reaching a new high, indicating strong investor confidence [1] - Applovin (APP.US): Recorded a stock rise of over 3%, contributing to the overall positive trend in AI application stocks [1]