Three S&P 500 names report today. CCL Carnival Corporation holds its Q3 2026 earnings call at 10am ET. Investors want confirmation that cruise pricing holds into 2027. KMX CarMax reports Q2 2027 results before the open — used car credit conditions are the key watch. AAR Corp follows after the close. The week's marquee report comes Tuesday: MU Micron drops Q4 2026 results after the bell. AI-driven DRAM demand has lifted the memory sector all year.
Bears are piling into several high-profile names. MMED MiniMed Group saw its SI % FF jump 30 points in a week to 70.5%. Shares available to borrow have fallen to just 2.1% — a tight squeeze setup. LCID Lucid Group climbed another 7.5 points to 58.1% SI % FF. Wolfspeed sits at an extreme 81.3%. Meanwhile, Hamilton Beach saw short interest surge 53% in one week to 3.9% of float — bears chasing an 18% price gain.
W Wayfair's put/call ratio hit 1.33 today — the highest in four months. Traders are hedging ahead of October earnings. The same bearish tilt is visible in GLW Corning options after its $3 billion fiber cable deal with T AT&T sent the stock up 73% year-to-date.
FTS Fortis on the TSX saw its cost to borrow jump 200% in a week to 2.35%. That signals short sellers are competing hard for available shares in the Canadian utility name.
Wells Fargo upgraded MAIN Main Street Capital to Overweight with a $60 target. It also maintained Equal-Weight on MTN Vail Resorts, lifting the target to $130. Bill Gates' $927 million stake-building in RSG Republic Services remains the standout insider move of the month.
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