CLOSED PREVIOUS SESSION The previous session’s closed Hot Ideas finished five up and two down, averaging +3.4%. P (Everpure) led with +13.2%, followed by AXTI at +7.5% and IDT at +6.4%. CCL returned +5.8% and ONTO +3.0%, completing the winning side. HHH posted -2.1%, while IOVA was the weakest result at -10.3%. HOT IDEAS ON RADAR 35 active today. The featured names reflect earnings growth, data-center demand and biotech revenue growth. PENGPenguin SolutionsRecord fiscal Q4 revenue rose 68% year over year, earnings beat estimates, and management raised its FY2027 outlook. Shares reached a 21-day high on October 7, though the 44% rally is extended. MRVLMarvell TechnologyRecord data-center demand and bookings underpin guidance for more than 30% fiscal 2027 revenue growth. Shares gained about 25% over 21 trading days and remain near their recent high. IOVAIovance BiotherapeuticsThe company raised 2026 revenue guidance to $410–$420 million after Q2 revenue grew 66% year over year. Shares gained about 52% over 21 trading days, a sharp run for a volatile commercial-growth name. Others on radar VSTWSMAPOGKEYSMSFTMTSISTRLPLXSDINOLLY+22 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. | CIENCiena Corporation | +13.8% |
Hot Ideas · held since Oct 2, 2026 Ciena rose as a headline linked its surge to AI networking demand. MARKET PULSE Treasury yields at a 24-year high put pressure on stocks; crude oil rose as shares turned lower. Fed minutes left room for another hike after September but showed no urgency to act in October, while inflation expectations reached 3.9%, their highest since May 2023. Third-quarter S&P 500 profit growth is expected to approach 30% year over year. |