CLOSED PREVIOUS SESSION MRNA led the seven Hot Ideas closed in the previous session at +11.4%. Four finished up, three down, and the average result was +1.2%; SMTC added +3.3%, WOR +1.7% and HPE +0.8%. MU finished at -2.8%, IBIT at -3.1% and RKLB at -3.2%, the weakest result in the set. HOT IDEAS ON RADAR 34 active today, with chip-equipment demand, advanced-chip capacity and BlackBerry’s results in focus. The three featured stocks have each risen through September 30; those gains cover a period rather than a single session. AMATApplied MaterialsManagement raised its 2026 growth outlook and guided to Q4 revenue of $10.25 billion, up 51% year over year, on strong chip-equipment demand. Shares rose about 15% through September 30. TSMTaiwan Semiconductor Manufacturing CompanyStrong AI and data-center demand, tight advanced-chip capacity and strong profitability support the trend. Shares gained 11.3% through September 30 and closed at a period high. BBBlackBerryOn September 24, the company reported 26% revenue growth, record QNX revenue and higher fiscal 2027 revenue and adjusted EBITDA outlooks. Shares rose about 17% through September 30 to a period high. Others on radar CNKONTOAXTIPIDTIOVACCLHHHILMNCDNA+21 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. | BEBloom Energy Corporation | +10.8% |
Hot Ideas · held since Sep 28, 2026 Shares climbed amid a Jefferies target increase and headlines highlighting Bloom Energy’s growth and past gains. MARKET PULSE Rising Treasury yields weighed on sentiment after a difficult quarter for bond investors. August core PCE was 3.0% year over year, cooler than expected, though revisions complicated the signal. Bitcoin briefly reached $85,600 before reversing as $55 million in short positions were liquidated; oil recovered and gold eased. |