WEEK INTO THE CLOSE — RECAP Data as of 15:30 ET. The short-term Hot Ideas tracking windows that closed this week finished with 12 up and 20 down across 32 total closes, averaging -2.2% over their full holding periods vs SPY -1.4% over the same windows. NIQ led the group at +8.9%, while FSLY was the weakest close at -17.1%; these are closed-window results, not weekly model portfolio returns. MODEL PORTFOLIOS — THIS WEEK The GPT Invest Mid-Term model portfolio fell -2.5% this week, -1.0 pp vs SPY. The Max AI Rating model portfolio slipped -0.5%, +0.9 pp vs SPY. The Hot Ideas model portfolio fell -5.3%, -3.9 pp vs SPY. YTD: GPT Invest Mid-Term +26.5%, Max AI Rating +27.2%, Hot Ideas +27.2%. Model/hypothetical, excludes fees. HOT IDEAS ON RADAR 42 active today. This snapshot features RELY, PBF and DGX. RELYRemitly Global, Inc.Q2 revenue rose 20%, adjusted EBITDA increased 79% to a record $114.7 million, and management raised its 2026 outlook. Shares gained 12.7% over 21 sessions and remain above the short-term average. PBFPBF Energy Inc.Shares gained 18.8% over 21 sessions amid strong refining margins. The latest quarter delivered $906.4 million of net income, $1.36 billion of free cash flow, and more than $1 billion of gross-debt reduction. DGXQuest Diagnostics IncorporatedQ2 revenue increased 10.2% to $3.04 billion, adjusted EPS beat expectations at $3.12, and 2026 revenue guidance was raised. The stock gained 7% over 21 sessions and closed at a period and 52-week high. Others on radar PYPLBWLPKGCPGENADSKQNSTNDSNHAEGKOSZM+29 more MARKET PULSE Global bonds stayed under pressure as fading Treasury-market gains, inflation concerns and oil-supply risks weighed on sentiment. Japan inflation accelerated, Asian stocks followed Wall Street lower, Brent crude approached 94 dollars a barrel, and Bitcoin traded near 80,000 dollars as spot ETFs recorded 685 million dollars of one-day inflows. |