CLOSED PREVIOUS SESSION The short-term Hot Ideas closed the previous session split evenly: 4 up, 4 down, with an average result of -1.7%. DINO led at +11.9%, followed by APOG at +4.9%; MSFT finished at +2.7% and LLY at +0.8%. The losses outweighed those gains. MTSI finished at -11.9% and STRL at -11.6%, while PLXS ended at -5.4% and KEYS at -4.6%. A strong result at the top did not carry the set. HOT IDEAS ON RADAR 38 active today, with earnings, guidance and recent highs across the featured names. Fuel costs and a sales miss complicate two of the setups. CCLCarnival Corporation & plcRecord bookings and strong pricing accompanied an earnings beat and raised guidance. Shares gained about 16% over 21 trading days through October 14, though resistance around $26.70 and fuel costs temper the case. CONConcentra Group Holdings Parent, Inc.Q2 revenue rose 10% and adjusted EBITDA climbed 22.5%, and management raised 2026 guidance. The shares closed at a 21-session high on October 14, pairing operating improvement with price momentum. FASTFastenal CompanyQ3 EPS of $0.35 beat the $0.34 consensus, and strong daily sales growth supported a close at a new 21-day high of $51.99 on October 14. Sales missed estimates, keeping the earnings picture mixed. Others on radar XOMHASGICEFXTEMRHURNHAEDHTACNHUM+25 more MARKET PULSE Attacks in the Strait of Hormuz raised concerns about shipping and fuel costs as U.S. inflation reached 3.7% year over year in September, up from 3.4%. Core prices rose 0.3% monthly against a 0.2% estimate; Treasury yields rose, bonds and global stocks fell, and the dollar strengthened. |