CLOSED PREVIOUS SESSION The short-term Hot Ideas closed the previous session with three winners, no losers, and an average result of +8.6%. REPL — Replimune Group, Inc. was the standout at +18.1%, while CRDO — Credo Technology Group Holding Ltd added +4.9% and AGL — Agilon Health, Inc. finished at +2.9%. All three closed in positive territory, with the range running from REPL’s +18.1% to AGL’s +2.9%. HOT IDEAS ON RADAR 34 active today, clustered in data-center power, life-sciences diagnostics, travel demand and selective tech momentum. The featured setups lean on reported revenue acceleration, capital returns and near-term catalysts. BEBloom Energy CorporationExpanded Oracle partnership includes up to 2.8 GW of fuel-cell systems with 1.2 GW contracted. Q1 2026 revenue rose 130.4% YoY, the company swung to profit, and AI data-center power demand remains the near-term theme. CAICaris Life Sciences, Inc.Q1 2026 revenue grew 79% YoY to $216.2M, with positive free cash flow and strong liquidity. Recent supports include a $100M buyback authorization and MolDX approval for Caris ChromoSeq. CCLCarnival Corporation & plcShares are up about 19.6% over 21 trading days, backed by solid Q1 results and 85% of 2026 capacity already sold. Additional supports include dividend resumption, a $2.5B buyback, debt reduction, and the 2026-06-23 earnings call. Others on radar WYFIQUREHPEDYHNGEVSCOCRWVMUELANPANW+21 more MARKET PULSE Geopolitical risk is easing as markets reassess the U.S.-Iran peace deal, but the Fed is keeping pressure on markets after a hawkish inflation message and an unchanged FOMC decision. Risk assets are trying to rebound from the Fed-led selloff, with the Dow up 250 points and semiconductor stocks helping lead the move, while crypto weakened and AI-chip competition remains a visible theme. |