WEEK RESET In the weekly AI Ratings, NVDA tops this week’s list at 8.0. AG, OGC, EHC and AME each score 7.0. Last week’s 32 closed Hot Ideas finished with 20 up and 12 down. They averaged +1.0% vs SPY -0.9%. MRNA led at +20.1%, while MRVL was the weakest at -13.8%. Data as of 15:30 ET. HOT IDEAS ON RADAR 39 active today. STLD and ISRG have results scheduled for October 19 and 20, respectively. STLD (Steel Dynamics, Inc.) pre-announced Q3 EPS of $5.34-$5.38 on record steel shipments. Shares gained 6.2% over 21 trading days; the full results will provide a check on that early report. HALO (Halozyme Therapeutics, Inc.) closed October 19 at a period high after breaking above $115.22. Q2 revenue grew 48%, 2026 guidance was raised, and a recent Dutch court ruling favored its competitive position. ISRG (Intuitive Surgical, Inc.) gained 7.7% over 21 trading days and closed at a period high. Da Vinci 5 adoption and Ion growth are operating details to watch in its October 20 report. Others on radar RLWMGARQTOXYSIGIBRXMRSHCOSTCTSHERIC+26 more MARKET PULSE U.S. stocks rebounded as the AI trade returned to focus ahead of a busy earnings week. The Nasdaq was up 1% in Monday’s reported trading, while oil prices eased. Higher mortgage rates kept buyers on the sidelines as U.S. home-builder confidence fell three points to 29, a 14-year low. China’s exports are helping stabilize growth amid a housing slump, weak consumer spending and falling investment. |