CLOSED PREVIOUS SESSION FTH — Faeth Therapeutics, Inc. was the standout among the five Hot Ideas closed, returning +13.6%. TRMD gained +5.2%, FIVE rose +3.7% and RVTY added +0.4%, while LNG fell -6.2%. Four finished higher and one lower, for an average result of +3.3%. HOT IDEAS ON RADAR 36 active today. The three featured names span power, AI connectivity and dry bulk, pairing operating catalysts with recent price strength. VSTVistra Corp.Q2 adjusted EBITDA rose more than 30% year over year, while Amazon and Meta nuclear agreements cover over 3,800 MW. The stock rebounded to $150.08 by September 9, and a move above $151.72 could trigger near-term continuation. GLWCorning IncorporatedCore sales rose 17% and EPS 30% year over year, with AI data-center optical demand exceeding available capacity. Shares gained 6% over 21 trading days and rebounded 16.9% from the September 2 low. SBLKStar Bulk Carriers Corp.Shares gained 15.8% over 21 trading days and remained above the $30 trend level. The latest quarter produced a 41% net margin, $130.9 million of free cash flow, lower debt and a $0.90 dividend amid improving dry-bulk fundamentals. Others on radar FIVEABMUSOSNDKROIVSEDGLIFESSRMMETAADM+23 more PORTFOLIO REBALANCES At the Sep 8 close, the Max AI Rating model portfolio added 25 holdings and removed 25. MARKET PULSE Rising Treasury yields are tightening financial conditions, with the ten-year yield at its highest level since late 2023 and small caps below a key technical level. Treasury officials expanded planned buybacks of ten- to twenty-year bonds to six billion dollars, triple the typical amount. Crypto and AI enthusiasm remains firm, but rate volatility is keeping the broader risk tone unsettled. |