NFLX reports Q2 after the close today. Subscriber growth and ad-tier revenue are the numbers to watch. ISRG also drops results today — robotic surgery volumes have been strong all year.
UNH has already reported Q2. A full transcript is circulating, making it a key read for healthcare sentiment going into the second half.
MSFT is next on the calendar. Analysts are laser-focused on Copilot adoption and AI-related margin trends. The earnings preview is drawing heavy attention across financial media today.
TSMC reported Q2 overnight. Results are being closely parsed by AI chip watchers. The readthrough matters for NVDA and AMD — both sit at the centre of AI infrastructure spending bets.
LLY confirmed a $3.8 billion acquisition of ATAI today. The deal sent psychedelic-therapy stocks sharply higher. GHRS also traded up on the news. Sector peers CMPS caught a sympathy bid.
CRDO short interest collapsed 32% in one week to just 3.07% of float. Cost to borrow dropped to 0.26%. That is a rapid unwind.
HTZ remains at the other extreme. SI % of free float sits near 71% with near-zero availability. No sign of bears backing off there.
WDC shares fell today despite a higher analyst target. Storage names are under pressure even as AI demand stays firm. That divergence is worth watching into next week's broader tech earnings wave.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
