CLOSED PREVIOUS SESSION The short-term Hot Ideas closed seven positions in the previous session: three up, four down, with an average result of -0.9%. EVTC led the winners at +2.8%, followed by FA at +2.1% and SCHW at +1.8%. The losses mattered more to the aggregate. XLF slipped -0.1%, FTNT fell -1.1%, PLTR lost -1.9%, and LQDA was the clear drag at -10.1%. HOT IDEAS ON RADAR 32 active today, clustered around AI infrastructure, restaurant software, and energy/refining momentum. DELLDell Technologies Inc.Credible AI infrastructure momentum trade, with the stock up about 15.9% over 21 trading days and at a fresh 21-day high on 2026-07-14. Management highlighted record revenue and EPS, record AI backlog, AI server visibility, and recent PowerStore/PowerEdge AI product momentum. TOSTToast, Inc.Strong short-term momentum setup, with the stock up about 21% over 21 trading days and making new highs into 2026-07-14. Support comes from S&P MidCap 400 addition, Toast IQ Grow product momentum, revenue growth, strong cash flow, and raised guidance. DINOHF Sinclair CorporationEnergy/refining momentum candidate, with the stock up about 15.7% over 21 trading days and closing at a fresh 21-day high on 2026-07-14. Headlines cite refining strength, cash flow, buybacks, dividend support, a 52-week high, and Q2 earnings on 2026-07-28. Others on radar FACRWDSHOPPENGDASHPARRPGNYTCBKHRBMETA+19 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. | SNDKSandisk Corporation | -12.6% |
Hot Ideas · held since Jul 9, 2026 No single clear catalyst in the day's news. Max AI · held since Jul 7, 2026 No single clear catalyst in the day's news. MARKET PULSE 15:30 ET Softer CPI gave markets a lift after inflation eased to 3.5%, but traders still had to absorb Middle East risk, oil pressure, and uneven large-cap action. WTI crude moved to $80-plus, tech and chip groups drew support from the CPI print, and AI infrastructure stayed in focus despite New York’s one-year ban on new hyperscale data centers using 50 megawatts or more. |