CLOSED PREVIOUS SESSION The five Hot Ideas closed in the previous session were led by Salesforce, Inc. (CRM), which posted a standout +25.5%; the group averaged +1.9%. The other four finished lower: Navios Maritime Partners L.P. (NMM) at -2.1%, SI-BONE, Inc. (SIBN) at -3.2%, Willis Towers Watson Public Limited Company (WTW) at -3.6%, and SPDR Gold Shares (GLD) at -7.3%. HOT IDEAS ON RADAR 44 are active today, with software, refining and nitrogen among the featured themes. Recent results and cash generation anchor the three highlighted setups. GTLBGitLab Inc.Shares gained 36.5% over 21 trading days and jumped 10.4% on September 2 after better-than-expected fiscal Q2 results. Revenue grew 21%, net ARR growth exceeded 40%, and GitLab raised fiscal 2027 guidance above expectations. PBFPBF Energy Inc.The shares rose 24.5% over 21 trading days to a new period high. Q2 produced $1.27 billion of operating income, $906 million of net income and $1.36 billion of free cash flow, while strong refining margins, the Martinez restart, debt reduction and an additional $250 million insurance payment support near-term momentum. CFCF Industries Holdings, Inc.The shares gained 19.5% over 21 trading days and 10.3% in the latest five sessions, closing at a period high. Tight nitrogen supply, low inventories, global demand, strong Q2 cash flow, lower leverage, a 20% dividend increase and continued buybacks support the setup. Others on radar DGHAFNPAHCDARIBITESTCTRMDLNGFTHRVTY+31 more MARKET PULSE Oil traded above $90 as renewed U.S.-Iran strikes revived inflation and interest-rate concerns across global markets. Fed guidance turned more cautious, though Treasury yields eased after weaker-than-expected ADP data; stronger July factory orders added to a mixed economic picture ahead of Friday’s payrolls report. Bitcoin slipped toward $76,000 while remaining above the $76,350 True Market Mean. |