WEEK RESET This week’s top AI Ratings put NVDA at 8.0, with CON, AME, AG and AX at 7.0. Of last week’s 33 closed short-term Hot Ideas, 16 finished up and 17 down. They averaged +0.3% vs SPY +1.3%; AMD led at +15.4%, while REF finished worst at -20.7%. Data as of 15:30 ET. HOT IDEAS ON RADAR 37 active today. The featured names span raised outlooks, Medicare coverage and revenue growth. ILMNIllumina, Inc.Shares gained about 20% over 21 trading days and closed at a new high. A raised 2026 outlook and S&P 500 inclusion effective September 21 support momentum. CDNACareDx, IncShares rose about 29% over 21 trading days. Q2 revenue grew 52% year over year, while finalized Medicare coverage across kidney, heart and lung surveillance supports the business outlook. IBEXIBEX LimitedShares gained about 15% over 21 trading days. Revenue grew 17%, management raised revenue and adjusted EBITDA guidance, and reported profitability and balance-sheet measures are solid. Others on radar SONOPRLBMSFTADINTAPAAONTWSTRSKDNTRAKEYS+24 more MARKET PULSE U.S. and China agreed to $60 billion in tariff cuts, though rare earths remain a sticking point; oil rose after President Trump rejected Iran’s proposal to reopen the Strait of Hormuz. Fed Governor Lisa Cook expects AI investment to add to inflation pressure, keeping rates in focus ahead of this week’s inflation data. New fuel-economy rules set an average of 34.5 miles per gallon by model year 2031, down from 50.4 under prior rules. |