CLOSED PREVIOUS SESSION The previous session’s four closed Hot Ideas produced three gains and one loss, but averaged -0.9%. ISRG (Intuitive Surgical, Inc.) led at +3.3%, while NVDA (NVIDIA Corporation) added +0.7% and FTNT (Fortinet, Inc.) rose +0.6%. SNX (TD SYNNEX Corporation) fell -8.2%, outweighing the three gains. More picks finished higher than lower, but the size of that loss determined the average. HOT IDEAS ON RADAR 40 active today, with AI packaging and optics alongside stronger earnings and guidance. The featured picks have also made substantial gains over 21 trading days, making the extent of those runs part of the story. ONTOOnto Innovation Inc.Record Q2 revenue of $343 million and backlog above $1 billion support AI-packaging demand. Shares gained about 12% over 21 trading days and closed at a period high. AXTIAXT, Inc.Better-than-expected Q2 results, strong Q3 guidance and AI-optics wafer demand support the move. Shares gained about 34% over 21 trading days and closed near their period high, though export approvals remain a condition. PEverpure, Inc.Fiscal Q2 revenue grew 38%, and management raised FY27 revenue and operating-profit guidance. Shares gained about 40% over 21 trading days and closed at a period high; the run-up raises pullback risk. Others on radar IDTIOVACCLHHHILMNCDNAIBEXSONOBEPRLB+27 more MARKET PULSE Fed officials signaled no rush to raise rates again, yet higher Treasury yields continue to weigh on the rally, with the 10-year near 5.26%. Crude retreated while Nasdaq chip stocks bounced, leaving a mixed backdrop rather than a broad rally. |