Edited by Peter Hillerberg2 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
The week that matters most to US financials is here. Goldman Sachs, Wells Fargo, and Citigroup all report in the days ahead. Options traders are already positioned across the sector. Delta Air Lines posts Q3 numbers on Thursday. The result will test whether a record US labour market is still putting people on planes. US nonfarm payrolls hit 159,044 thousand jobs in September 2026, per Bureau of Labor Statistics data tracked by ORTEX. That is the highest reading since the series began in 1997. PepsiCo also reports Wednesday, facing questions on pricing power in a fully employed economy.
Bears are moving fast into earnings week. Talen Energy saw short interest more than double from 6.4% to 11.5% of free float in seven days. The nuclear power stock remains in focus as sentiment around AI power demand stays volatile. Wolfspeed sits at 81% short interest of free float with zero shares available to borrow. It has shed 15% over three months. MMED topped the weekly movers list. Short interest hit nearly 80% of free float, with availability at just 0.38%.
AMD received a consensus target price lift to $636.21, up $7 on the week. Analysts are growing more confident in its AI chip position. Energy names followed. ConocoPhillips and Targa Resources both received upward revisions. Construction materials went the other way. Targets were trimmed on both Vulcan Materials and Martin Marietta, signalling softer near-term demand expectations.
Uber President and COO Andrew MacDonald filed a $4.1 million open-market purchase of shares. He paid roughly $75.65 per share. The trade carried no 10b5-1 plan, making it a discretionary signal at a time when autonomous vehicle competition continues to weigh on sentiment.
European petrol car registrations fell to 5,821 vehicles in September 2026, the lowest September reading on record since 2016, with diesel down for a third straight month. That shift in the transport mix adds pressure on traditional auto names heading into year-end.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data and reviewed by the ORTEX team. Content is informational only and does not constitute investment advice.
