Research Radar archive
What the system was watching on September 29, 2026
Frozen snapshot — captured at . This page does not refresh. Live view: today's Radar.
AI stock ideas
AI stock ideas
Short-term ideas with entry date, tracking window, and public outcome.
DatedTrackedOutcome visibleResearch only
| Ticker | Catalyst | Window | Status | Link |
|---|---|---|---|---|
KEYS Keysight Technologies, Inc. Technology | Orders rose 56%, management raised its outlook, and shares gained 10.8% over 21 trading days through September 29. Supply constraints and valuation remain risks. | Sep 29 – Oct 6 | Active (as of archive) | Open |
MU Micron Technology, Inc. Technology | Shares gained 14.8% over 21 trading days, supported by tight memory supply and customer commitments. The September 30 earnings call is an imminent catalyst, though expectations are high. | Sep 29 – Oct 6 | Active (as of archive) | Open |
ONTO Onto Innovation Inc. Technology | 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. | Sep 29 – Oct 6 | Active (as of archive) | Open |
AXTI AXT, Inc. Technology | Shares gained about 34% over 21 trading days and closed near their period high. Better-than-expected Q2 results, strong Q3 guidance and AI-optics wafer demand support the move, subject to export approvals. | Sep 29 – Oct 6 | Active (as of archive) | Open |
P Everpure, Inc. Technology | 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, although the run-up raises pullback risk. | Sep 29 – Oct 6 | Active (as of archive) | Open |
IDT IDT Corporation Communication Services | Shares broke above their prior range on September 29 after fiscal Q4 operating income rose 52% and adjusted EBITDA rose 22%. The one-day surge still needs follow-through. | Sep 29 – Oct 6 | Active (as of archive) | Open |
IOVA Iovance Biotherapeutics, Inc. Healthcare | On September 29, Iovance raised its 2026 revenue-guidance midpoint by $55 million following strong Amtagvi demand. Shares reached a period high, but an 86% rise over 21 trading days makes reversal risk substantial. | Sep 29 – Oct 6 | Active (as of archive) | Open |
CDNA CareDx, Inc Healthcare | Q2 revenue grew 52% to $132 million, and final Medicare policy affirmed transplant-surveillance coverage. Shares gained about 27% over 21 trading days and recently reached a 52-week high. | Sep 29 – Oct 6 | Active (as of archive) | Open |
CCL Carnival Corporation & plc Consumer Cyclical | Third-quarter revenue and adjusted EPS beat expectations, management raised its full-year net-yield outlook, and strong 2027 bookings support demand. The post-earnings share-price jump needs to hold. | Sep 29 – Oct 6 | Active (as of archive) | Open |
HHH Howard Hughes Holdings Inc. Real Estate | Shares gained about 16% over 21 trading days and closed near their recent high. Executive purchases and a September 30 shareholder meeting expected to include a strategy update provide near-term focus, though the rally could pull back. | Sep 29 – Oct 6 | Active (as of archive) | Open |
Trust layer
Outcome log
Closed ideas with realised P/L. Winners and losers stay visible.
| Ticker | Window | Outcome | Closed | Link |
|---|---|---|---|---|
SNX TD SYNNEX Corporation Technology | Sep 21–28 | -8.2% | 2026-09-28 | Open |
OKTA Okta, Inc. Technology | Sep 21–28 | +5.7% | 2026-09-28 | Open |
CRWD CrowdStrike Holdings, Inc. Technology | Sep 21–28 | +4.0% | 2026-09-28 | Open |
FTNT Fortinet, Inc. Technology | Sep 21–28 | +0.6% | 2026-09-28 | Open |
AMD Advanced Micro Devices, Inc. Technology | Sep 21–28 | -1.2% | 2026-09-28 | Open |
ISRG Intuitive Surgical, Inc. Healthcare | Sep 21–28 | +3.3% | 2026-09-28 | Open |
NVDA NVIDIA Corporation Technology | Sep 21–28 | +0.7% | 2026-09-28 | Open |
SNDK Sandisk Corporation Technology | Sep 21–28 | -3.0% | 2026-09-28 | Open |
PSIX Power Solutions International, Inc. Industrials | Sep 21–28 | -0.8% | 2026-09-28 | Open |
BE Bloom Energy Corporation Industrials | Sep 21–28 | -3.7% | 2026-09-28 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-09-29
- NVDA8.0NVIDIA Corporation · Technology
- TMO7.0Thermo Fisher Scientific Inc. · Healthcare
- AME7.0AMETEK, Inc. · Industrials
- RELY7.0Remitly Global, Inc. · Technology
- AIZ7.0Assurant, Inc. · Financial Services
- NWPX7.0NWPX Infrastructure, Inc. · Industrials
- AX7.0Axos Financial, Inc. · Financial Services
- AG7.0First Majestic Silver Corp. · Basic Materials
- SSD7.0Simpson Manufacturing Co., Inc. · Industrials
- CON7.0Concentra Group Holdings Parent, Inc. · Healthcare