Research Radar archive

What the system was watching on October 5, 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
TickerCatalystWindowStatusLink
SNPS
Synopsys, Inc.
Technology
Raised full-year revenue, earnings and cash-flow outlook after Q3 results exceeded prior EPS guidance. Shares rose about 23% over 21 trading days through October 5; a move above the recent $490.54 high would strengthen momentum.Oct 5–12Active (as of archive)Open
TSM
Taiwan Semiconductor Manufacturing Company Limited
Technology
August revenue grew 53% year over year amid strong AI-chip demand. Shares gained about 13% over 21 trading days and closed at a supplied-data high on October 5, though Q3 results remain unreported.Oct 5–12Active (as of archive)Open
HPE
Hewlett Packard Enterprise Company
Technology
Record demand and backlog prompted a higher outlook, including projected fiscal 2027 revenue growth of 13%–17%. A $1.2 billion Vultr order supports the AI-infrastructure case; shares rose about 32% over 21 trading days.Oct 5–12Active (as of archive)Open
LITE
Lumentum Holdings Inc.
Technology
Management guided to roughly $1.25 billion in Q1 FY27 revenue, supported by AI data-center demand and ramping optical products. Shares rose about 24% over 21 trading days to an October 5 high; supply constraints and the rapid advance add risk.Oct 5–12Active (as of archive)Open
NVDA
NVIDIA Corporation
Technology
Quarterly revenue rose 106% year over year, with management citing strengthening Blackwell demand. Shares broke above the prior 21-session high of $230.10 and closed above it on October 5, providing a concrete momentum signal.Oct 5–12Active (as of archive)Open
EMR
Emerson Electric Co.
Industrials
Underlying orders grew 7% and management raised FY2026 sales and earnings guidance. Shares gained 6.7% over 21 trading days and closed at the period high on October 5, just below the $163.2–$163.8 resistance area.Oct 5–12Active (as of archive)Open
MPC
Marathon Petroleum Corporation
Energy
Q2 net income rose to a reported $5.1 billion from $1.2 billion a year earlier as refining conditions strengthened. Shares gained 11.8% over 21 trading days and reached a recent 52-week high; refining spreads remain cyclical.Oct 5–12Active (as of archive)Open
CCL
Carnival Corporation & plc
Consumer Cyclical
Beat Q3 EPS estimates, raised guidance and reported record bookings, pricing and occupancy. Shares gained about 8.5% over 21 trading days; a sustained move above nearby $25.76 resistance would strengthen the short-term case.Oct 5–12Active (as of archive)Open
HNGE
Hinge Health, Inc.
Healthcare
Headlines cite strong revenue growth and a higher 2026 outlook, while the latest quarter was profitable and free-cash-flow positive. Shares closed at a 21-session high on October 5, though the elevated valuation raises pullback risk.Oct 5–12Active (as of archive)Open
UTHR
United Therapeutics Corporation
Healthcare
A September 30 patent ruling in the company's favor provided a recent catalyst, and shares gained about 12% over 21 trading days. Strong profitability and liquidity support the trade, although the dispute remains unresolved.Oct 5–12Active (as of archive)Open

Trust layer

Outcome log

Closed ideas with realised P/L. Winners and losers stay visible.

TickerWindowOutcomeClosedLink
MSFT
Microsoft Corporation
Technology
Sep 25 – Oct 2+0.3%2026-10-02Open
ADI
Analog Devices, Inc.
Technology
Sep 25 – Oct 2+6.0%2026-10-02Open
NTAP
NetApp, Inc.
Technology
Sep 25 – Oct 2+12.5%2026-10-02Open
VICR
Vicor Corporation
Technology
Sep 25 – Oct 2+9.6%2026-10-02Open
AAON
AAON, Inc.
Industrials
Sep 25 – Oct 2-6.5%2026-10-02Open
WOR
Worthington Industries, Inc.
Industrials
Sep 25 – Oct 2-2.5%2026-10-02Open
TWLO
Twilio Inc.
Communication Services
Sep 25 – Oct 2+6.8%2026-10-02Open
TWST
Twist Bioscience Corporation
Healthcare
Sep 25 – Oct 2+3.2%2026-10-02Open
RSKD
Riskified Ltd.
Technology
Sep 25 – Oct 2+1.0%2026-10-02Open
NTRA
Natera, Inc.
Healthcare
Sep 25 – Oct 2-0.5%2026-10-02Open

Weekly rating moves

Rating moves

Upgrades and downgrades captured for the week.

Snapshot — week of 2026-10-05

  • NVDA8.0
    NVIDIA Corporation · Technology
  • MSI7.0
    Motorola Solutions, Inc. · Technology
  • NWPX7.0
    NWPX Infrastructure, Inc. · Industrials
  • AIT7.0
    Applied Industrial Technologies, Inc. · Industrials
  • VRT7.0
    Vertiv Holdings Co · Industrials
  • AX7.0
    Axos Financial, Inc. · Financial Services
  • AG7.0
    First Majestic Silver Corp. · Basic Materials
  • AME7.0
    AMETEK, Inc. · Industrials
  • V7.0
    Visa Inc. · Financial Services
  • ENS7.0
    EnerSys · Industrials