Earnings season is running at full speed today. Palantir is the headline act after smashing Q2 expectations. The stock jumped nearly 15% after hours. Analysts raced to raise targets — consensus now sits at $185.68. Short interest is just 3.3% of free float. Bears have little grip here.
Vertex Pharmaceuticals and ON Semiconductor report after the close tonight. Marriott posts at midday. Tomorrow brings Caterpillar and McDonald's — two key reads on global industrial and consumer demand.
Elsewhere, options flow is flagging Micron Technology as a high-conviction bull setup. Analysts see 85% upside. Positive call activity has picked up sharply over the past seven days.
EchoStar returned to the spotlight — but not for good reasons. The satellite company is back in restructuring talks, now framed as a bankruptcy story. Bears have been right on this one.
Voyager Technologies rallied 14% ahead of its print. Short sellers are circling the space stock despite the move. e.l.f. Beauty heads into earnings with shorts retreating fast — a potential squeeze setup worth watching.
Spain's construction sector grabbed attention. ACS Chairman Florentino Perez filed three separate share purchases between July 29 and July 31. He spent $50.5 million buying ACS stock. That's a rare cluster of CEO buying at this scale.
European earnings are active too. Amrize AG reported today alongside global bank Mitsubishi UFJ.
Chewy and Hertz remain the most heavily shorted names — both above 80% of free float. Solid Biosciences posted the sharpest weekly rise, jumping 7.6 percentage points to 39.6%. Bears are clearly adding to losing-side bets heading into a catalyst-heavy week.
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.
