WEEK RESET This week’s AI Ratings put TSM and NVDA at 8.0, followed by AX, HCI and NTRA at 7.0. Last week, 36 short-term Hot Ideas closed, with 16 up and 20 down. FTH had the best result at +13.6%, while PLTR had the worst at -9.1%. The average was -0.7% versus -0.6% for SPY. Data as of 15:30 ET. HOT IDEAS ON RADAR There are 33 active today, with TRMD, CRWD and DOCU featured this week. TRMD — TORM plc Shares gained about 26% over 21 trading days through September 14 as Q2 time charter equivalent (TCE) earnings more than doubled year over year. Full-year guidance increased by $200 million, and 55% of Q4 days were fixed at favorable rates. CRWD — CrowdStrike Holdings, Inc. Fiscal Q2 2027 revenue grew 26%, net new annual recurring revenue (ARR) increased 51%, and management raised full-year guidance. Shares gained 9.6% over 21 sessions and broke above $231 by September 14. DOCU — DocuSign, Inc. After fiscal Q2 results exceeded expectations, management raised fiscal 2027 revenue and ARR guidance. The stock advanced 11.8% over 21 sessions and closed at $69.33 on September 14. AI-enabled identity and access management integrations and 36% free-cash-flow growth provided additional catalysts. Others on radar INSPRNGTNKKOSXOPTENVEONGRDNVISTFEIM+20 more MARKET PULSE — 15:30 ET Federal Reserve policy dominates the backdrop, with futures pricing an approximately 88% chance of a 25 basis point rate hike, the first since July 2023. Renewed tariff battles, geopolitical tension and the Saudi East-West pipeline shutdown are raising inflation and oil-supply concerns. The Cboe VIX Index rose to 18 as tech-sector caution added to market risk. |