WEEK RESET This week’s AI Ratings top list is NVDA at 8.5, ANET at 8.3, and FICO, RY, and TOST at 8.0. Separately, the short-term Hot Ideas we closed out last week had their own scorecard: 22 total, 14 up and 8 down, with an average result of +0.0%. PENG was the best result at +14.0%, SITM was the worst at -20.6%, and SPY was -0.2% over the same reference point. HOT IDEAS ON RADAR 33 active today, clustered around AI infrastructure, consumer delivery, and refining momentum. PENGPenguin Solutions, Inc.Strong near-term setup after the 2026-07-07 quarter, with record Q3 net sales of $479M, an EPS beat of $0.28, raised full-year guidance, AI businesses at 74% of sales and growing 104% YoY, plus 21-day price momentum of about +19.7%. DASHDoorDash, Inc.Strong momentum and business execution, with shares up about 27.6% over 21 trading days. Recent updates show grocery expansion in Canada, a Dollar Tree rollout, ad-format expansion, and continued strength in marketplace, ads, grocery, DashPass, and new verticals. PARRPar Pacific Holdings, Inc.Strong tactical momentum in refining and energy, with shares up about 25.9% over 21 trading days. Recent headlines cite positive analyst sentiment and Zacks Rank #1 research idea status, while Q1 showed a turnaround to $54.5M net income with record Hawaii throughput. Others on radar PGNYTCBKHRBMETALEUDDOGCHYMBZHNETFTNT+20 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. Hot Ideas · held since Jul 7, 2026 No single clear catalyst in the day's news. MARKET PULSE Macro risk is doing the steering: geopolitics, hawkish Fed risk, and bank earnings are all in focus ahead of inflation data. The U.S. move tied to the Strait of Hormuz, firmer crude, a 2-year Treasury yield at 4.276%, and July hike odds at 46.5% for 25 basis points have kept rate and energy pressure on the tape, while Q2 earnings begin with banks in focus and S&P 500 profit growth seen at 23.6%. |