NVIDIA dominates the calendar this week. The AI chipmaker reports Q2 fiscal 2027 results on Wednesday August 26. Options markets show heavy activity on both sides. Bullish bets are large. But negative flow is elevated too. Salesforce and Synopsys also report that evening. Ross Stores kicks things off today with Q2 results.
Analysts upgraded both Crown Castle and American Tower this morning. The move signals a broad re-rating of the cell tower sector. Crown Castle's consensus shifted from Hold toward a more balanced view. American Tower's average target now stands at $215.70. missed the upgrade wave — its target was trimmed to $226.40.
Short sellers have pushed Wolfspeed to a staggering 86.5% SI % FF. Zero shares remain available to borrow. Reddit also drew fresh shorts, with SI % FF climbing to 17.9% this week.
On the insider side, six executives at Aehr Test Systems filed sales of over $12M in just two days. Separately, hedge fund Magnetar Financial filed two block sales totalling $85M in CoreWeave. On the buy side, Bill Gates filed a $33.9M purchase in Republic Services on August 14.
Futu Holdings beat Q2 sales estimates — $918M vs a $776M forecast. ATRenew also topped expectations. Both names show healthy demand across Asian financial services and consumer tech.
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.