CLOSED PREVIOUS SESSION The short-term Hot Ideas closed six previous-session picks with two winners, four losers and an average result of -0.8%. Palo Alto Networks, Inc. led the group as PANW gained +3.9%, while Marvell Technology, Inc. added +0.1%. The losses were broader than the gains. HEI slipped -0.4%, LLY fell -1.4%, STM lost -2.8%, and ELAN was the weakest result at -4.3%. HOT IDEAS ON RADAR 31 active today, with the featured set centered on diagnostics, AI infrastructure and optical connectivity. The tone is still catalyst-driven, but the tape is selective. NTRANatera, Inc.Strong near-term momentum and catalysts remain in view, with the stock up about 30% over 21 trading days to the highest close in the window. Q1 revenue grew about 39% YoY, management raised FY26 revenue outlook, FDA approved Signatera CDx in bladder cancer, and NCCN added ctDNA MRD testing to bladder cancer guidelines. DELLDell Technologies Inc.AI infrastructure demand is still the key driver after record fiscal Q1 results with $43.8B revenue, record EPS of $5.24, and $4.1B operating cash flow. Management raised AI server shipment guidance to $20B and cited $11.7B of AI backlog, while shares remain up about 38% over 21 trading days despite consolidation. GLWCorning IncorporatedAI infrastructure catalysts remain active after Q1 core sales rose 18% and core EPS rose 30%. Optical communications sales grew 36% YoY on Gen AI demand, with a recent long-term Amazon optical-fiber deal plus Meta and NVIDIA collaborations keeping headline momentum alive. Others on radar SNEXLTHELANFLRTTWOVICRAVAHSNXBLLNFDXF+18 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. | MUMicron Technology, Inc. | -13.2% |
Hot Ideas, Max AI · held since May 11, 2026 Shares fell as a price prediction headline flagged a big pullback after a sharp rally. Hot Ideas · held since Jun 17, 2026 Shares rose after uniQure priced an upsized $225 million public offering. MARKET PULSE The macro tape is being pulled between oil supply, housing weakness and AI demand, with yields easing as traders watch for inflation relief. Oil supply returned to focus after 35 million barrels exited the Persian Gulf since the U.S.-Iran deal, while U.S. new home sales fell to 580,000 in May from 626,000 in April, below the 632,000 estimate. OpenAI and Broadcom’s custom AI chip design tied to 10 gigawatts of power use kept the AI infrastructure theme in the foreground. |