CLOSED PREVIOUS SESSION The previous session’s nine Hot Ideas finished with three gains and six declines, averaging -2.0%. HAFN led at +3.1%, followed by PBF at +1.4% and IBIT at +1.1%. DAR slipped -0.2%, CF -0.8%, ESTC -3.4%, DG -4.8%, GTLB -6.6% and PAHC -7.8%. HOT IDEAS ON RADAR 34 active today. The three featured names span AI data-center power, enterprise software and refining. BEBloom Energy CorporationRevenue rose about 165% year over year, and management raised 2026 revenue and EPS guidance. AI data-center power demand supports a potential $20 billion backlog, while shares gained 11.1% over 21 sessions. CRMSalesforce, Inc.Shares gained about 26% over 21 sessions after an earnings beat and upbeat guidance. Agentforce ARR reportedly grew 240% year over year, with major AI partnerships and the $1.6 billion Veterans Affairs agreement adding fresh catalysts. PSXPhillips 66Shares rose 16.8% over 21 sessions as refining margins and fuel prices strengthened. Improved quarterly profitability, cash generation, midstream expansion and a $10 billion increase in repurchase authorization support the momentum. Others on radar ASOAAPLSMTCLFSTVSTGLWSBLKFIVEABMUSO+21 more MARKET PULSE Crude climbed above $107 a barrel as hotter wholesale inflation revived bond-market stress, with the predicted probability of a Fed rate hike reaching 61%. Mortgage rates hit a 2026 high at 7.07%, while Bitcoin remained below $80,000 for a fourth straight session. Escalating Middle East tensions, crypto outflows and higher rates kept the broad tone risk-off. |