CLOSED PREVIOUS SESSION The closed Hot Ideas set finished with 6 of 7 higher and an average result of +5.4%. ROAD — Construction Partners, Inc. led at +13.2%, followed by SN — SharkNinja, Inc. at +11.6%; WHD — Cactus, Inc. added +7.2%, FIVE — Five Below, Inc. gained +5.4%, ZBRA — Zebra Technologies Corporation rose +3.9%, and HLNE — Hamilton Lane Incorporated posted +3.2%. The miss was MBX — MBX Biosciences, Inc. Common Stock, down -6.6%, so the session was strong but not clean. HOT IDEAS ON RADAR 40 active today. The featured setups center on earnings momentum, AI/security demand, defense/drone demand and cash-flow upgrades, with follow-through after fresh beats or raised outlooks. AXONAxon Enterprise, Inc.Latest release showed 35% revenue growth to $904M, ARR up 39% to $1.6B, net revenue retention of 126%, and full-year revenue growth outlook raised to 32%-34%. Defense/drone demand and $15.1B future contracted bookings support the near-term follow-through setup. FSLYFastly, Inc.The 2026-08-05/08-06 Q2 report delivered a revenue and earnings beat, 23% revenue growth, record margins, and raised full-year revenue and operating-profit guidance. The stock broke out roughly 44% over 21 days, helped by AI and security demand commentary. DNOWNOW Inc.Q2 2026 beat revenue and EPS, operating cash flow of $133M was described as a record second quarter, and management raised 2026 revenue and cash flow outlook. The stock rose 8.2% on the release and is up about 22% over 21 trading days. Others on radar ATRONIQPPTACAVAANETCACIHALOMTWAVNTPLTR+27 more MARKET PULSE Markets stayed cautious as Middle East tensions, cooling inflation and the U.S. deficit kept risk appetite mixed. Oil prices dropped while investors weighed softer demand forecasts against stalled U.S.-Iran talks and shipping risks in the Strait of Hormuz, where transits averaged about 13. July CPI rose 3.4% y/y and core inflation ran at 2.5%, easing Fed pressure but leaving September hike risk alive. The July budget deficit hit $432.3 billion, keeping Treasury supply and fiscal sustainability in focus. |