WEEK RESET The weekly AI Ratings top list shows CRS, DAVE and TJX at 8.2, followed by TSM at 8.1 and ANET at 8.0. Separately, the short-term Hot Ideas closed last week were a different scorecard: 19 in total, with 9 up and 10 down. The average result was +1.4% versus SPY at -2.3%; INOD was the best at +21.6%, while RKLB was the worst at -19.0%. HOT IDEAS ON RADAR 34 active today. Featured setups include healthcare catalysts, defensive retail, and medtech momentum. LLYEli Lilly and CompanyStrong mix of fundamentals, catalysts, and momentum, with Q1 2026 revenue up 56%, adjusted EPS up 156%, raised guidance, broader obesity portfolio access through major PBM coverage, positive Phase 3 retatrutide data, and a stock gain of about 22% over 21 trading days. TJXThe TJX Companies, Inc.Defensive retail setup with recent earnings strength: Q1 FY27 net sales rose 9%, consolidated comps rose 6%, EPS and revenue beat expectations, FY27 guidance was raised, and the stock remains above its 21-day average. TNDMTandem Diabetes Care, Inc.Medtech catalyst setup after FDA clearance for Control-IQ+ in pregnancy in type 1 diabetes on 2026-04-27 and a CE mark expansion announced on 2026-06-05 for pregnancy use and type 2 diabetes. Q1 also showed record pump shipments, sales, and gross margin, with the stock up about 20% over 21 trading days. Others on radar CORTBZHHPEMURBRKVRTXELANFTNTGLWTER+21 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. Shares fell after a headline highlighted the COO selling company shares worth $4.4 million. | MUMicron Technology, Inc. | -13.2% |
Tech weakness tied to changing Fed expectations and risk-focused commentary appeared to weigh on Micron. No single clear catalyst in the day's news. Commentary questioned TER after a sharp one-year rise despite new AI/data center test-solution news. | SNDKSandisk Corporation | -11.4% |
No single clear catalyst in the day's news. MARKET PULSE Middle East tension, softer U.S. data, and AI-chip headlines set the tone, with oil reacting as Israel and Iran exchanged missile strikes. The Employment Trends Index fell to 107.01 in May from 107.88, and a New York Fed survey pointed to the highest household financial worries since July 2022. U.S. stocks rebounded, with the Dow rising 250 points, while markets still see an extended Fed pause as the likely path; INTC, GOOGL, NVDA and AAPL stayed in focus for AI-chip and WWDC 2026 headlines. |