WEEK RESET This week’s AI Ratings leaderboard has JPM at 8.2, followed by NMIH, CVE, AVGO and MA at 8.0. Separately, the short-term Hot Ideas we closed out last week had a rougher scorecard: 29 in total, 12 up and 17 down, with an average result of -4.0% vs SPY +1.0% over the same closing windows. AORT was the best closed result at +10.7%, while PSN was the worst at -26.1%. Data as of 15:30 ET. HOT IDEAS ON RADAR 44 active today, spread across earnings revisions, refining strength and cloud/AI momentum. MTDMettler-Toledo International Inc.Fresh catalyst from a 2026-07-30 earnings beat followed by a 2026-08-03 raise to 2026 sales and earnings outlook. Q1/Q2 sales and EPS grew, China/emerging market conditions improved, and the stock is up about 11% over 21 trading days near a 21-day high. PBFPBF Energy Inc.Q2 2026 income from operations was $1.272B, gross debt was reduced by more than $1B, and the Martinez restart was completed in May 2026. Refining conditions remain favorable with wide crack spreads, and the stock is up about 45% over 21 trading days. AMZNAmazon.com, Inc.Q2 revenue grew about 20% YoY to $200.6B, AWS growth was cited around 28%, and AI/data-center spending supports future growth. The stock broke out after 2026-07-29 and is up about 16.6% over 21 trading days. Others on radar IMAXTBBKAMRXHIIPAYTNDMNETFTNTMSFTPTC+31 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. | AMZNAmazon.com, Inc. | +15.3% |
Hot Ideas, Mid-Term · held since Jun 16, 2026 Amazon rose as earnings momentum and AWS demand helped it clear a $3 trillion market cap. MARKET PULSE Risk appetite improved as Middle East peace hopes eased energy fears and helped lift equities, while WTI dropped more than 6% and Bitcoin reclaimed $63,800. U.S. manufacturing stayed in focus after the ISM manufacturing survey hit its highest level since May 2022, keeping the Fed/inflation debate tense. |