CLOSED PREVIOUS SESSION The six Hot Ideas closed with two gains and four losses, averaging -3.5%. USO led at +4.1%, while ABM added +1.2%. The losing side was heavier: SBLK finished -0.9%, FIVE -3.8% and VST -7.1%. GLW was the weakest result at -14.4%. HOT IDEAS ON RADAR 40 active today. AMD, DELL and UMC lead the featured group with AI compute, server and chip demand signals. AMDAdvanced Micro Devices, Inc.Gained 17.5% over the 21 sessions through September 17 and 8.8% in the latest five. Q2 revenue rose 50% year over year, data-center revenue more than doubled, and strong Q3 guidance plus the MI350, MI450 and Helios AI ramps support continuation. DELLDell Technologies Inc.Rose 34.6% over the 21 sessions through September 17. Fiscal Q2 revenue reached a record $47 billion, up 58%, while record AI-server orders and a reported $95 billion backlog provide strong near-term demand evidence. UMCUnited Microelectronics CorporationReached a new 21-day high after gaining about 35%, including roughly 13% in the final two sessions. August sales rose 30.71% year over year, Q2 revenue increased 17%, and improved utilization plus AI and photonic-chip demand support momentum. Others on radar USOTEMFROSDGRMETAILMNBUGPARRECOOKTA+27 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. | SMTCSemtech Corporation | +11.0% |
Hot Ideas · held since Sep 10, 2026 Shares rose after Semtech unveiled SurgeSwitch protection technology for cobots, alongside analyst expectations for further upside. MARKET PULSE Markets rallied after the Federal Reserve unanimously raised rates by 25 basis points to 3.75% to 4.00%, though inflation and energy costs kept higher-for-longer risks in focus. The Nasdaq Composite gained around 400 points and the 10-year Treasury yield moved below 5%. Weekly jobless claims fell, but record diesel prices added to supply-chain cost pressure. |