CLOSED PREVIOUS SESSION CAI led the nine Hot Ideas closed in the previous session at +12.2%, followed by ILMN at +11.6% and META at +10.6%. OKTA finished at +9.2% and BUG at +4.8%, giving the set five winners. The four losses left the group with an average result of +0.5%. REF finished at -20.7%, PARR at -9.3%, ECO at -7.9% and AVTR at -5.5%; the deepest loss was larger than the best gain. HOT IDEAS ON RADAR 38 on radar today, with record results, an AI-linked outlook increase and an earnings beat among the featured catalysts. KEYSKeysight Technologies, Inc.Record results, a raised outlook and 56% order growth support the recent momentum. Shares closed September 24 at a 21-session high. VICRVicor CorporationIts Q3 sequential revenue-growth outlook rose from nearly 10% to more than 20% on AI-related licensing royalties. Shares gained about 41% over 21 sessions, though the rally is extended. OKTAOkta, Inc.A fiscal Q2 earnings beat and raised full-year guidance accompanied a 61% rise over 21 sessions. Strong bookings and cash flow support the move, but pullback risk is high. Others on radar CRWDTWLOOMERECOBUGFIVNFFIVINODVKTXRMBS+25 more MARKET PULSE Oil and Treasury yields are rising as the Iran conflict pressures energy markets; tanker insurance costs at Saudi Arabia’s main Red Sea port have tripled. U.S.-China talks have an AI deal on the agenda, while mortgage rates reached 7.03%, topping 7% for the first time since early 2025. Borrowing costs and geopolitics remain broad market pressures. |