WEEK RESET This week’s AI Ratings leaders are ANF, DT, SPGI, MSCI and HWM, all rated 7.0. Last week’s closed Hot Ideas totaled 38: 8 were up and 30 were down, with an average result of -1.9%. CRM was best at +25.5%, while PYPL was worst at -12.8%. SPY was +0.1%. HOT IDEAS ON RADAR There are 36 active today, with featured names in AI storage, biotech and solar. Catalysts include accelerating data-center demand, clinical updates and an upcoming investor event. SNDKSandisk CorporationShares rose about 44% over 21 trading days through September 8 amid exceptional momentum and AI-storage demand. Q3 revenue increased 97% sequentially, data-center revenue grew 233%, and Q4 revenue guidance was $7.75-$8.25 billion. ROIVRoivant Sciences Ltd.A positive September 8 Phase 2 PHocus update for mosliciguat drove an approximately 20% premarket move. FDA approval of LISRAYA and additional 2026 clinical readouts provide further catalysts. SEDGSolarEdge Technologies, Inc.Shares rose 14.7% over 21 trading days and closed at the period high on September 8. Recovering margins, positive free cash flow, a UBS upgrade with a $42 target, and the September 10 Investor Day are key catalysts. Others on radar LIFESSRMMETAADMANFDAVEHOODDOCUORCLMDT+23 more MARKET PULSE — 15:30 ET Trade tensions, inflation uncertainty and rising oil prices are pressuring markets, with major U.S. index futures opening lower. Investors are waiting for CPI and PPI reports to clarify the rate outlook. Iran supply concerns are lifting oil, while the yen is strengthening as Treasury Secretary Scott Bessent keeps currency risks in focus. |