Oracle is the marquee event today. The $609 billion cloud giant reports Q4 2026 results after the bell. Short interest sits at just 2.1% of free float — bears are not positioned for a miss. Tomorrow adds Adobe and homebuilder Lennar to the calendar. Adobe's AI momentum will be the key watch. Lennar gives the market a live read on housing demand and rate sensitivity. Across the Atlantic, BT Group posts full-year results — a key data point for European telecoms.
Steel got a fresh vote of confidence. Analysts raised targets on both Nucor and Steel Dynamics, pushing their consensus targets to $252 and $261 respectively. also got a nudge higher to $92.17. The moves reflect growing conviction in industrial and chip names. was the exception — analysts shifted to a net sell stance, trimming the target to $254.67.
Bears are building positions in select names. Harley-Davidson short interest climbed to 16.6% of free float. NANO Nuclear Energy hit 27.7% — nuclear hype is drawing heavy scepticism. FICO saw a notable build to 10.8%. Meanwhile, Apple short interest crossed above 1% of free float for the first time in months, reflecting doubt around its AI roadmap.
C-suite selling is broad. Applied Materials saw its division president file a $25M sale. Datadog board members unloaded nearly $15M combined. At Diamondback Energy, three C-suite executives filed sales in unison — a rare cluster worth watching.
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.
