The most important story this week is the earnings calendar. AVGO headlines a packed schedule — Broadcom reports Wednesday after the close. AI chip demand and guidance are the key focus. DELL and PANW both report Tuesday. NTAP and HPE follow Wednesday. Options traders are already positioned. Call flow into NVDA and AVGO is running heavy. MU drew both bullish and bearish bets — the stock is up 228% year-to-date.
Short sellers moved hard into two names this week. CAPR saw short interest jump 9.2 percentage points to 45.6% of free float. Shares to borrow are thin, with availability at just 31.9%. KVYO shorts climbed nearly 7 points to 19.9% of free float. WOLF remains extreme — 73.7% short interest with near-zero availability.
Bill Gates filed $200M in purchases of RSG across five days this week. He paid $220–$224 per share for the waste management giant. Across the Atlantic, billionaire Kenneth Dart filed over $715M in buys of Swedish gaming firm EVO. The filing landed August 26 and covered trades from late July. Both are large, deliberate accumulations worth watching.
WDAY drew conflicting calls. Freedom Broker cut to Hold while Wells Fargo raised its target to $225. ADSK had a cleaner session — UBS lifted its target to $325, BNP Paribas to $300. In Europe, France has overtaken Italy as bond investors' top worry, while zero-interest convertible bond issuance is on track for a record year.
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.
