WEEK RESET This week’s AI Ratings put TSM and NVDA at the top with ratings of 8.0. DMLP, UBER and CAH follow at 7.0. Last week’s closed Hot Ideas totaled 35, with 14 up and 21 down. DRD led at +26.9%, while EROC was the weakest at -24.6%. The average was -2.0%, versus SPY at +0.5%. Data as of 15:30 ET. HOT IDEAS ON RADAR 44 active today, with three reports featuring revenue growth and raised guidance. VEEV — Veeva Systems Inc. Fiscal Q2 revenue rose 18% to $928.0 million, subscription revenue increased 16% and operating income grew 40%. Veeva updated fiscal 2027 revenue guidance to $3.682-$3.687 billion and non-GAAP EPS to about $9.21 as Vault CRM posted its best quarter and Veeva Falcon accelerated. ZETA — Zeta Global Holdings Corp. Q2 revenue surged 44% to $443 million. Zeta generated positive GAAP net income, while free cash flow rose 73%. Management raised 2026 revenue guidance to $1.811-$1.824 billion and increased its EBITDA and free-cash-flow targets. SAIC — Science Applications International Corporation Fiscal Q2 revenue rose 6.3% to $1.88 billion, while adjusted EPS reached $3.01 against the $2.31 consensus estimate. SAIC raised fiscal 2027 guidance to $7.2-$7.3 billion in revenue and $10.65-$10.75 in adjusted EPS, supported by organic growth and major federal contract wins. Others on radar KROVLOHRTGNCNOHALONTRACRWDAFRMMSICMBT+31 more MARKET PULSE Bond-market intervention, energy policy, tech regulation and AI-linked demand are setting the session’s tone. Bond-market policy remains in focus, while the White House is seeking near-term steps to expand refining capacity and lower gasoline prices. Regulatory pressure is building in the U.S. and Europe as AI-linked demand keeps technology in focus. |