Investors pile into emerging technology names tied to AI, defense, batteries, and advanced manufacturing
Shares of Velo3D (VELO) and KULR Technology Group (KULR) attracted significant investor attention Wednesday as speculative technology stocks continued gaining momentum across the broader market.
VELO (VELO) surged sharply following its latest quarterly earnings report, with shares jumping more than 20% during trading after the company posted stronger-than-expected financial results. Velo3D reported first-quarter revenue of $13.8 million, up 48% year-over-year, while losses narrowed substantially compared to the prior year period. The company also reaffirmed full-year revenue guidance and highlighted improving margins and expanding aerospace and defense demand.
Investors appeared encouraged by Velo3D’s continued restructuring progress and growing interest in additive manufacturing technologies used for aerospace, defense, and advanced industrial applications. The company also recently completed a $50 million equity offering aimed at strengthening its balance sheet and supporting future production expansion.
Meanwhile, KULR extended its recent momentum as traders continued reacting to the company’s growing role in energy storage, AI infrastructure, and defense battery systems. Shares climbed strongly during the session as investors positioned ahead of the company’s upcoming earnings report scheduled for May 14.
KULR has attracted increasing attention in recent months following several high-profile announcements, including a five-year battery supply agreement with Caban Energy estimated to generate approximately $30 million in revenue beginning in 2026. The company has also expanded deeper into telecom backup systems, drone batteries, and AI data center infrastructure markets.
The strong moves in both stocks reflect continued speculative appetite for smaller-cap technology companies tied to emerging sectors such as AI infrastructure, advanced manufacturing, clean energy, and defense technologies. Retail traders and momentum investors remain highly active in these sectors as broader enthusiasm surrounding next-generation industrial technologies continues building throughout 2026.
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