WEEK RESET This week’s top weekly AI Ratings are GSL at 8.3, NRP at 8.3, JPM at 8.2, SCHW at 8.1 and AME at 8.1. Separately, the short-term Hot Ideas we closed out last week: 34 in total, 17 up and 17 down, with an average result of +0.1%. CTSH was the best at +17.3%, PARR was the worst at -15.8%, vs SPY +3.4% over the same closing windows. Data as of 15:30 ET. HOT IDEAS ON RADAR 45 active today, with the featured set leaning into AI software, semiconductors and IT services. PLTRPalantir Technologies Inc.Strong near-term momentum followed 2026-08-03 Q2 results, with headlines citing 93% YoY revenue growth, raised full-year guidance and a 29% share jump. The stock is up about 37% over 21 trading days and broke out of consolidation. SITMSiTime CorporationStrong semiconductor momentum followed a Q2 beat, with EPS of $2.34 vs. $1.93 consensus, revenue up 127% YoY and an improved Q3 outlook. The Renesas timing acquisition closed on 2026-07-01, and shares surged in the last five sessions on AI/data-center demand. NSITInsight Enterprises, Inc.Q2 2026 was a strong catalyst, with EPS of $3.86 vs. $2.95 expected, net sales up 15% and net earnings up 65%. The company also raised full-year gross profit and adjusted EPS outlook, and the stock is up about 26.7% over 21 trading days. Others on radar RDNTCSCOTWLOTEAMONDSRDWINSMFIGSSATLWLDN+32 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. | ROADConstruction Partners, Inc. | +19.6% |
Hot Ideas · held since Aug 4, 2026 No company news found for the move. | TNDMTandem Diabetes Care, Inc. | +19.1% |
Hot Ideas · held since Aug 3, 2026 No company news found for the move. | CAICaris Life Sciences, Inc. | +13.7% |
Hot Ideas · held since Aug 6, 2026 No company news found for the move. MARKET PULSE Risk tone is mixed as geopolitics, oil above $80 and Wednesday’s CPI report set the macro frame. Iran ruled out direct U.S. talks while an Oman deal on the Strait of Hormuz remains close, keeping energy inflation in focus; prediction markets see under a 55% chance annual CPI tops 3.3%, and the Employment Trends Index rose to 107.71 from 106.74. Treasuries fell, while AI remains a major market theme after NVDA, Apollo, Blackstone and BlackRock unveiled a $500 billion financing deal. |