NVDA dominates the week. The chipmaker reports Q1 FY2027 results on Wednesday after the bell. AI demand data from NVIDIA will set the tone for the entire tech sector. TGT, LOW, and INTU also report Wednesday. Investors want signals on the US consumer and AI software adoption. SNOW heads into its own print with short sellers pulling back — a positive setup for bulls.
Short sellers made aggressive moves this week. Wolfspeed hit 106% short interest as a percentage of free float. That is up 34 points in seven days. Zero shares are available to borrow. Carvana saw a fivefold jump in short interest, rising from 2.1% to 10.1% of free float in one week. Bears are questioning the used-car platform's recent rally. also drew fresh shorts, climbing to 34.7%.
Options markets split cleanly on tower REITs. American Tower has seen 100% bearish options flow ahead of its May 20 earnings. Crown Castle went the opposite direction — all recent flow has been bullish calls. Same sector, sharply different bets.
Comfort Systems USA saw four C-suite executives file over $42M in combined sales last week. GE Vernova faces a similar tension — analysts have upgraded the stock while its CEO was selling ahead of Q2 results. Against the trend, Zoetis board members bought shares at a 52-week low, signalling internal confidence at the animal health company.
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.
