NVDA is the undisputed focus this week. The $5.4 trillion chip giant reports Wednesday after the close. AI data centre demand signals are what every investor wants to hear. It is the most anticipated print of the earnings season by some margin.
TGT and LOW also report Wednesday morning. Both will serve as live reads on US consumer health. INTU follows Wednesday evening. The tax software giant has leaned hard into AI-driven upgrades.
GE Vernova is a name to watch. Analyst upgrades are rolling in, yet the CEO has been selling ahead of the Q2 print. That split signal — bulls on the Street, insider selling at the top — is worth monitoring closely.
Zoetis tells the opposite story. The board has been buying the dip as the stock hits a 52-week low. That kind of insider buying at multi-year lows tends to attract attention. Short interest at tower REITs is also rising. options are flashing a warning ahead of its May 20 print. shows bears building positions too.
WOLF remains the most extreme short in the market. Short interest sits at 106% of free float. Despite a 250% three-month price rally, bears haven't backed down. Elsewhere, SOUN carries 39% SI % FF with a 25% cost to borrow — shorts are paying dearly to stay in that trade.
Bill Gates filed over $100M in RSG purchases this week. That level of conviction from a named buyer rarely goes unnoticed on Wall Street.
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.
