NVIDIA reported blowout Q2 results last night. The stock is the dominant story across all markets today. Analysts are piling in — Keybanc held its Overweight rating and kept a $330 price target. Multiple firms reaffirmed bullish calls. The debate now is whether options traders are convinced. Positive flow sits at just 64% — tepid for a $5 trillion company. Memory constraints are also in focus. Analysts flagged that Micron and Samsung could be the next bottleneck as AI demand scales.
Meta agreed to a $17 billion settlement today. The size of the payout is significant. Senator Bernie Sanders called it "a good step forward" but said more action is needed. The deal will draw renewed attention to Big Tech regulatory risk.
Salesforce picked up a key upgrade. BTIG raised it to Buy with a $300 target. Needham went further, keeping a $400 target. Options flow is 84% bullish — the strongest read in the market this week. also got a boost. Needham upgraded it to Buy and lifted the target to $114.
Bill Gates filed over $207M in Republic Services purchases this week. He bought between August 21 and 25 at $220–$224 per share. That is one of the largest disclosed insider buys of the year.
Royal Bank and TD Bank both report Q3 2026 results tomorrow. Canadian credit and housing market health will be in the spotlight. The results arrive as short sellers build positions in energy and software names across North America.
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.
