NVDA reports Wednesday after the bell. Keybanc reiterated its Overweight rating today and held its $330 price target. The $5.2 trillion chip giant is the single biggest event of the week. CRM and CRWD also report Wednesday. INTU goes Tuesday. Investors are watching AI-driven revenue across all four names.
ZM faces earnings this week too. Analysts revised forecasts today ahead of the call. The stock is up 24.5% year-to-date with an RSI of 63 — momentum is intact but expectations are rising.
US Treasury yields are climbing again. Treasury Secretary Bessent pledged to "at least double" buybacks of long-term debt. Bond investors weren't persuaded. The 30-year yield rose despite the intervention. Wall Street called the move a "band-aid on a bullet hole." Japanese inflation is also rising, putting the Bank of Japan under fresh pressure to hike rates in September.
XPEV fell today after posting a wider-than-expected loss. Meanwhile, Michael Burry says BABA would need to drop another 50% before he'd buy back in — a sharp reversal from earlier this year. JD was also caught in the sentiment shift around Chinese tech.
Short sellers are pressing hard on RDDT. SI jumped to 17.6% of free float in one week. Bears are skeptical ahead of earnings. Bill Gates filed $196 million in RSG purchases — a rare, concentrated bet on waste management. MSTR expanded its Bitcoin capital framework today, adding a USD cash component to fund dividends, buybacks, and debt actions.
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.
