SPY

Ciena surged 5% Friday to erase its post-earnings selloff, with Arista Networks also gaining 5% as money rotated into networking equipment as a group. IYW gained just 2% and SPY 1% while networking stocks surged 4-5%, confirming the move as a targeted sector rotation, not a broad tech rally. Ciena's 10.7% weekly gain makes it the group's swing name, where the post-earnings gap is nearly filled and further upside requires fresh buyers or a new catalyst. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Cisco Systems didn't make the cut. Enter your email to see the names that beat CSCO. The report is free. Enter your email and see if any of your stocks made the cut. Ciena (NYSE:CIEN) stock is up 5% to $351.38 in early Friday afternoon trading, extending a rebound that's now stretched across the full week. The move reverses the post-earnings selloff that followed Ciena's September 3 fiscal third quarter release. Today's advance has effectively closed the door on the initial negative reaction to the report and pushed the stock back through the level it held before the release. The bid extends well beyond Ciena today. Arista (NYSE:ANET) stock is up 5% to $197.84, and Cisco (NASDAQ:CSCO) stock is up 4% to $111.53. All three networking names are climbing by a multiple of the broader sector's move, and each is doing so on the same session without individual company news to explain it. The wider technology sector is trading much calmer than the networking group. The iShares U.S. Technology ETF (NYSEARCA:IYW) is up 1.5%, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 1%. Buyers are giving an extra boost to certain networking equipment stock rather than massively sweeping technology and large-cap indexes as a whole. Free Report, Just Released Why Didn't CSCO Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And CSCO didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → No company announcement, contract award, guidance revision or regulatory decision was published by Ciena this session to explain the same-day move. The pattern across Ciena, Arista and Cisco reads like money rotating into the transport and switching layer as a group rather than a single-name catalyst. Each of the three covers a distinct slice of that stack, and today's session is treating them together in a way that hasn't been true every week this quarter. Ciena supplies the optical transport equipment that carries traffic between and inside data centers, Arista supplies the switching layer above it, and Cisco supplies networking equipment across both enterprise and service provider customers, the same infrastructure layer we mapped out in a free report on seven AI buildout suppliers that aren't chipmakers. The gap between the group's move and the sector fund's move makes today look like a real rotation, since Ciena, Arista and Cisco are each running well ahead of IYW and SPY. That framing puts the day's story on infrastructure demand rather than on any one company's balance sheet. What separates Ciena from Arista and Cisco right now is the week rather than the day. Ciena stock had the most ground to make up after its fiscal third quarter release, and Friday's climb has taken the stock to a 10.7% gain since last Friday. Arista stock and Cisco stock are running nearly as hard today without a comparable setback behind them. That difference shapes how the day reads for CIEN shareholders. The recovery has already carried Ciena stock past most of the ground it lost after the earnings release, and further upside from here would need buyers who haven't chased the group yet or a fresh catalyst that draws in longer-duration capital. Ciena's setup now reads as a decision point for anyone who sat out the initial bounce, since the easy part of the gap has already filled. For Arista and Cisco, the story is simpler. Both stocks are climbing on the group bid without an earnings hangover to work through, so today's move looks like fresh momentum rather than a recovery. The open question is whether the two can carry the group's leadership if Ciena stock's post-earnings gap finishes closing before Monday. The key tell into Friday's close is whether Ciena, Arista and Cisco shares all hold their gains into the bell. A firm close across the three would frame the narrow networking bid as a genuine rotation rather than an intraday burst. A softer finish for Arista or Cisco could pull Ciena stock's rebound back before next week begins. Traders can watch for whether the group's leadership carries into next week's action or fades once Ciena's earnings gap fully closes. Your networking-stock exposure could stay measured until that leadership holds through a second session at the same intensity, since two consecutive sessions of outsized moves would carry a different weight than a single afternoon. For now, Ciena stock remains the swing name in this group. The stock has both the freshest scar and the strongest week behind it, so its behavior over the next few sessions may set the tone for how the rotation is priced across Arista and Cisco. Arista stock and Cisco stock can follow the leadership, and their charts look cleaner, though CIEN is the one carrying the recovery story into next week and the one in which the risk-and-reward gap looks widest. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And CSCO wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the list -->"}" class="link ">see which stocks made the list -->> Contact [email protected] for any questions or corrections.

ORCL trades 52% below last September's post-earnings close while its $638 billion backlog and 79% beat probability set up tonight as a potential reversal. SPY and QQQ hit fresh highs as options traders sell ORCL calls at the $150 strike, despite 36 analysts rating it Buy with a $241 target. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Oracle (NYSE:ORCL) has spent 2026 giving back the AI melt-up that defined it. Shares are down 17.83% year to date and 33.57% over the past year, trading around $158.62 against benchmark SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Invesco QQQ Trust (NASDAQ:QQQ) both notching fresh highs. Exactly one year ago, the stock surged 35.95% in a single session and closed near $328.33. It has since lost roughly half its value. The headwind is sentiment-driven, while fundamentals remain intact. Into tonight's report, the busiest options trade is selling calls at the 150 strike in October, November, and December, and implied volatility sits at 73, among the top five in the S&P 500. However, the underlying business tells a different story. With earnings tonight, September 10, 2026, the setup is in place for Oracle to reset the narrative. Management guided Q1 FY2027 revenue growth to 27% to 29% in U.S. dollars, cloud revenue growth to 58% to 64%, and non-GAAP EPS to $1.72 to $1.76, representing 17% to 20% growth. Consensus sits inside that band at $1.7391 EPS on $19.13 billion in revenue from 34 analysts. Free Report, Just Released Why Didn't ORCL Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And ORCL didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → The visibility is unusual. Remaining performance obligations exited Q4 at $638 billion, up 363% year over year, with $75 billion tied to prepaid or customer-supplied GPU arrangements. Cloud infrastructure grew 93% last quarter, multi-cloud database revenue expanded 404%, and $67 billion in AI infrastructure contracts were signed in a single quarter. Global GPU utilization stands at 97.5%. Full-year FY2027 revenue is guided to $90 billion with non-GAAP EPS of $8.05, growth rates that dwarf the S&P 500's mid-single-digit earnings trajectory. Polymarket assigns a 0.79 probability that Oracle beats consensus tonight. The backlog is the catalyst; the print is the trigger. Oracle is the software face of the buildout, but the power, cooling, and networking suppliers riding the same wave rarely make the headlines (we profiled seven of them in a free report you can grab here). Oracle trades at roughly 28x trailing earnings and near 20x the $8.05 FY2027 EPS guide. That is a premium to the market, justified by an 18% EPS growth trajectory and a cloud franchise compounding at nearly triple digits. Analyst positioning remains constructive: 36 Buy ratings, 7 Hold, and 1 Sell, with a consensus 12-month target of $241.43, implying meaningful upside from $158.62. The reaction risk cuts both ways. Oracle sold off after two of its past three reports, including a 10.83% day-of drop following a 32.43% Q2 beat. Yet shares have already rallied 8.83% in the past week into the report. The stock is beaten down, the anniversary catalyst returns tonight, and the RPO-backed upside case is intact. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And ORCL wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the list -->"}" class="link ">see which stocks made the list -->> Contact [email protected] for any questions or corrections.

Interested in SPDR S&P 500 ETF Trust? Here are five stocks we like better. Q3 earnings season, starting in October, is expected to again beat a lowball consensus of 28.5% growth after Q1 and Q2 results far exceeded estimates. Energy and technology sectors, fueled by high oil prices and AI-related spending from companies like NVIDIA and AMD, are driving much of the earnings outperformance. Analysts may be underestimating 2027 earnings growth, with the S&P 500 potentially advancing to 8,500 or higher, though falling oil prices pose a key risk. Q3 earnings reporting, which kicks off in October, looks set to be another solid season for the market. While factors including geopolitics, oil, inflation, and the FOMC point to volatility, earnings trends and seasonal trends suggest a robust rally will follow. Seasonally, Q4 is typically the strongest of the year, often starting off slow and then ending with a bang, usually capped off by a Santa Claus Rally. This year, the stage is set for significant outperformance and an affirmation of next year’s results that may lead to a substantial market reset. → 3 Under-the-Radar Defense Stocks With Record Backlogs The S&P 500 historically outperforms its consensus estimates, but outperformance tends to run in the low-single-digit range. Today's narrative is that Q1 and Q2 results were so far above consensus that they revealed a major market disconnect. Q1 results outperformed consensus by 1,750 bps versus the low set just ahead of peak season, topping out at just over 28.5% average earnings per share (EPS) growth, while Q2 results reflected acceleration, outperforming by 2,750 bps from the low to the high and peaking above 47%. With this in play, the Q3 consensus of 28.5% growth is a lowball estimate, likely to be surpassed and compounded by healthy guidance. → Ride-Share Reckoning: Tesla Drives Into Uber's Lane Oil has been a primary driver of outperformance. High oil prices are juicing energy company profits at all levels, with high prices aiding upstream operations and wide crack spreads and demand aiding downstream ops. The critical takeaway is that the energy sector, which grew EPS by 146% in Q2 and outperformed by 2,400 bps, is expected to remain strong in Q3 and potentially into Q4 and Q1 2027, underpinning market strength. The forecast for energy sector earnings growth is just over 100% for Q3. As robust as the energy outlook is, AI is what's driving the S&P 500 today. The information technology sector's earnings were the second-fastest-growing in Q2. NVIDIA (NASDAQ: NVDA) underpinned the gains, along with a broad group of infrastructure companies and a widening group of software companies successfully monetizing the technology. The Q3 forecast is for another 62% growth; the revision trend is positive, and outperformance is likely to be substantial. → High Gas Prices Aren't Budging—Here Are 3 Stocks That Benefit While NVIDIA is the primary driver, Advanced Micro Devices (NASDAQ: AMD) is unleashing another wave of GPU capacity. The MI450/Helios launch is expected to show strongly in Q3 results, including for AMD's ecosystem partners. Early signs, including from Hewlett Packard International (NYSE: HPE) (the primary source for Helios racks), show strength and momentum, with 42% new-order growth, backlog at record levels, and a pipeline suggesting exponential strength in upcoming quarters. Software could come back into the spotlight in a good way. Q2 results from names such as Salesforce (NASDAQ: CRM), Snowflake (NASDAQ: SNOW), and a host of cybersecurity companies showed how misplaced the SaaS-pocalypse fears were. Salesforce, for one, reported explosive growth in its AI offerings, with clients flocking to its platform rather than abandoning it. Key details include its data moat, data-handling capacity, and agentic automation. Profits, cash flow, and capital return also help. Seasonal factors suggest the market will continue moving sideways, potentially correcting ahead of the upcoming earnings season. JPMorgan (NYSE: JPM) kicks off the peak season with a mid-October report, but momentum may not build until early November, after big tech begins reporting and Election Day results are in. As it stands, community-based pushback against AI data centers is growing and delaying the buildout. Elections may come down to which candidates support data centers, although the build is likely to continue regardless of the outcome. The major hurdles are land, power, and water, with power and water more easily overcome. Companies such as Bloom Energy (NYSE: BE) and AirJoule (NASDAQ: AIRJ) provide hurdle-sidestepping technologies, and Bloom Energy, at least, is in high demand. AirJoule is waiting on UL product certification, which is anticipated soon. Another trigger for stock price action will be long-term forecasts and hints as to what 2027 will produce. Forecasts suggest another solid year but may be underestimating growth by a wide margin. Assuming the trends from the first half of the year remain in place, Q3 and Q4 will be strong, setting the stage for a solid first half of 2027, which analysts are not forecasting. Consensus as of early September suggests a good start, with Q1 2027 earnings expected to grow by nearly 18%, but a quick slowdown to nearly flat in Q2. In this scenario, the market is on track for at least four more quarters of S&P 500 earnings growth, outperformance, and upward revisions to drive stock price action. With this in play, the index is likely to trend higher and could easily advance to 8,500 or higher by early 2027. The biggest risk is the impact of oil prices on the earnings outlook—WTI is expected to revert to the $60 range sometime in 2027, which would cause a sharp slowdown in average growth. The article "Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For" was originally published by MarketBeat. View MarketBeat's top stocks for September 2026.

Zscaler sank 5% after guiding FY2027 growth to just 17%, a sharp deceleration from fiscal 2026's 25% pace, pulling CrowdStrike lower. SPY slipped 0.5% and QQQ held flat, making cybersecurity's sharp sector-wide decline stand out against a largely stable broader market. Zscaler's October 6 Investor Day and September 9 product launch give management two near-term chances to rebuild the growth narrative. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Palo Alto Networks didn't make the cut. Enter your email to see the names that beat PANW. The report is free. Enter your email and see if any of your stocks made the cut. Cybersecurity software is under pressure again Friday morning after Zscaler (NASDAQ:ZS) issued fiscal 2027 growth guidance that overshadowed a clean fourth-quarter beat, and peers are drifting with it. The move sits against a broader tape that's only modestly softer, so the group weakness stands out. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.5% to $769.39, giving back a small piece of a hot summer run. The Invesco QQQ Trust (NASDAQ:QQQ) is essentially flat at $717.38, with large-cap tech holding its ground even as software wobbles. Zscaler stock is down 4% to $170.25 and was down 21% year to date (YTD) through Thursday's close, the sharpest post-earnings move in the group and a clear signal that fiscal 2027 guidance is what set the tone. Meanwhile, Palo Alto (NASDAQ:PANW) shares are unchanged at $331.96, perhaps still digesting a similar guidance-day reaction from earlier in the week. CrowdStrike (NASDAQ:CRWD) stock is down 1% to $212.99, seemingly slipping in sympathy on a day the company itself has no catalyst. Free Report, Just Released Why Didn't PANW Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And PANW didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → Zscaler reported fiscal fourth-quarter revenue of $898.2 million, up 25% year over year (YoY), alongside adjusted earnings of $1.19 per share that topped consensus. CEO Jay Chaudhry credited adoption of the company's Zero Trust architecture and pointed to agentic AI as a durable driver. Annual recurring revenue reached $3.77 billion, up 25%, with organic ARR growing 20% once the Red Canary contribution is stripped out, according to Zscaler. For fiscal 2027, Zscaler guided revenue and annual recurring revenue growth to a range of 16.6% to 17.5%, well below the 25% pace Zscaler just delivered in fiscal 2026. The company also announced a restructuring expected to reduce its global workforce by 3%, a cost signal that lines up with a slower growth rate. Management framed the deceleration as the effect of lapping Red Canary's contribution, though investors aren't waiting for that reconciliation to travel through the model. Palo Alto reported strong fiscal fourth-quarter results on September 1, with revenue up 34.5% YoY to $3.41 billion and next-generation security ARR growing 63% to $9.10 billion, according to Zscaler. In the following session, Palo Alto stock still slipped, echoing a familiar setup where a valuation-heavy leader beats and gives back ground anyway. Its fiscal 2027 revenue guide of $14.10 billion to $14.20 billion implies 23% to 24% growth, a step down from fiscal 2026, and Palo Alto stock was up 80% YTD through Thursday's close, even after this week's slide. CrowdStrike delivered its own strong quarter on August 26, with Q2 FY2027 net new ARR of $332.8 million growing 51% YoY and management raising the full-year revenue guide to $5.99 billion to $6.01 billion, according to Zscaler. The shares are easing today without a fresh CrowdStrike catalyst, which reads as sector sentiment traveling through the group after Zscaler's outlook shock. CrowdStrike stock was up 81% YTD through Thursday's close, so the three-name pattern points to a market repricing growth durability across cybersecurity leaders, with the two names that entered the session at rich multiples leaking less than the one whose multiple already reflected weaker growth. Zscaler's Investor Day in New York on October 6, together with a September 9 launch webcast for the company's agentic SecOps solution, gives management two near-term chances to reframe the growth conversation with fresh product detail. The Q1 fiscal 2027 revenue guide of $935 million to $939 million already implies 19% YoY growth, above the full-year midpoint and suggesting the deceleration back-loads later in the year as Red Canary comps normalize, according to Zscaler. Investors can watch for whether Zscaler's product cadence, its Security for AI ramp, and Z-Flex momentum stabilize the growth narrative before Q2 fiscal 2027 guidance lands. Anyone weighing cybersecurity-sector exposure here should size their positions to survive multi-quarter guidance resets, since valuation compression across the group can outlast any single earnings reaction. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And PANW wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the list -->"}" class="link ">see which stocks made the list -->> Contact [email protected] for any questions or corrections.

Adobe's board chose continuity over disruption, naming insider Anil Chakravarthy CEO days before earnings, sending ADBE down 7% on AI strategy doubts. Workday fell 4% in sympathy despite raising full-year subscription guidance, while Intuit's strong Q4 confirms peer fundamentals aren't driving the selloff. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Adobe didn't make the cut. Enter your email to see the names that beat ADBE. The report is free. Enter your email and see if any of your stocks made the cut. An internal CEO pick landing days before an earnings report has Adobe (NASDAQ:ADBE) stock sliding on Friday morning while large-cap tech mostly holds its ground. The Invesco QQQ Trust (NASDAQ:QQQ) is up 0.01% to $717.78. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.45% to $769.66, but today's price action primarily reads as a company-specific repricing rather than a broad software selloff. Adobe stock is down 7% to $264.81, giving back ground on the succession news heading into next week's report. At the same time, Workday (NASDAQ:WDAY) stock is down 4% to $199.30, trading lower in sympathy with the enterprise software cohort. Adobe stock was down 18% year to date through Thursday's close, and Intuit (NASDAQ:INTU) sits in the same debate about which software franchises generative artificial intelligence expands and which it hollows out. That's the frame investors keep coming back to on days like this. Adobe named Anil Chakravarthy, head of its Customer Experience Orchestration business, as its next president and chief executive officer, effective December 1, when he also joins the board. He succeeds Shantanu Narayen, who announced his planned departure in March after roughly two decades leading Adobe and becomes executive chair. Free Report, Just Released Why Didn't ADBE Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And ADBE didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → Chakravarthy's unit built Adobe CX Enterprise, GenStudio and Brand Visibility, and he oversaw the integration of the Workfront and Semrush acquisitions. He spent four years as chief executive officer of Informatica before joining Adobe, with earlier stops at Symantec, VeriSign and McKinsey. The résumé runs deep in enterprise data and marketing software. On paper, Chakravarthy comes in well qualified. The concern sits in the timing and the message: the board settled continuity days before a scheduled report at a company already fighting an AI narrative overhang. Adobe stock has fallen across two consecutive calendar years on fear that generative AI erodes demand for Creative Cloud and Document Cloud. Stocktwits notes Adobe shares fell 20% over the course of 2025, and today's slide deepens that trajectory. Chakravarthy's record sits in enterprise data and marketing software, further from the creative tools where the AI threat is sharpest. Barclays captured the split, raising its Adobe price target to $295 from $250 while holding an Equal Weight rating. Next week's numbers can print fine, and the strategy narrative can still lag. Workday's slide today reads as a coincident tell rather than a fundamentals problem for the ERP name. Its most recent quarter beat on both lines and management raised full-year subscription revenue guidance. Adobe stock's session move sits against a year-to-date drop through Thursday's close of 18%, so this isn't a reset from a strong base. Adobe's Q2 FY2026 print showed AI-first annual recurring revenue (ARR) that tripled year over year to exceed $500 million, with total ARR at $27.1 billion. Workday stock is coming off a strong month, with its Q2 FY2027 subscription revenue of $2.471 billion growing 13.9% year over year. Workday said more than 5,500 customers are now using at least one of its organic agents. Intuit's Q4 FY2026 report delivered non-GAAP EPS of $4.03 on revenue of $4.35 billion, so recent peer fundamentals aren't the story pressuring Adobe today. Adobe is scheduled to report its fiscal third-quarter results on September 10 after the close. The Q3 FY2026 guide of revenue of $6.67 billion to $6.72 billion and non-GAAP EPS of $6.05 to $6.10 sets a bar that AI-first ARR commentary can either reinforce or undercut on the call. Traders can watch for signs that Workday's sympathy move fades once Adobe's print clears the wire, and Intuit's investor day on September 17 offers another read on how enterprise software peers are pricing AI upside. Meanwhile, investors sizing new positions here may want to keep their exposure modest until the earnings call clears and the strategy question gets addressed on the record. A CEO announcement answers who; the report has to answer what next. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And ADBE wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the list -->"}" class="link ">see which stocks made the list -->> Contact [email protected] for any questions or corrections.

Ciena dropped 10% on in-line Q4 guidance despite a record quarter beat, while Arista gained 3% on continued AI networking momentum. Cisco held nearly flat and IYW traded higher, confirming Ciena's slide is a company-specific valuation reset, not a sector-wide unwind. Two customers drove 42% of Ciena's quarterly revenue, and its elevated valuation means the December Q4 report is the next real inflection point. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut. Ciena Corporation's (NYSE:CIEN) fiscal third-quarter beat wasn't enough to save its stock this morning. An in-line fourth-quarter revenue outlook overshadowed record results and sparked a sharp de-rating in a name that had rallied hard on the AI networking build. Interestingly, Ciena's peer-group stocks are holding firm, which makes the divergence the story of the session. Ciena stock is down 10% to $320.38, cutting into a year that had shares up 51% through the prior close. The pullback extends a rough stretch, with Ciena now down 18% over the past month. Today's move deepens a de-rating already in progress. Meanwhile, Arista Networks (NYSE:ANET) stock is up 3% to $191.65, isolating Ciena's specific guidance issue from the broader networking demand story. Meanwhile, Cisco Systems (NASDAQ:CSCO) stock is down 0.1% to $109.31. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY), which tracks the S&P 500 index, is up 1% to $773.17, and the iShares U.S. Technology ETF (NYSEARCA:IYW) is trading higher, so Ciena's slide isn't a broad-tape problem. Free Report, Just Released Did Any of Your Stocks Make the Top 10 List? It is an uncomfortable question, and there is now an answer to it. 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. Open your account and look at what you own. Some of it you bought for a reason you could still defend today. Some of it you bought years ago for a reason you can no longer remember. The report is free. Put the ten next to what you own and find out which is which. Enter Your Email and See the Ten → Free from 24/7 Wall St. It lands in your inbox. Ciena reported adjusted earnings per share of $2.11 for the quarter ended August 1, 2026, against a $1.72 analyst consensus, with revenue of $1.67 billion versus a $1.63 billion estimate, up 37% from $1.22 billion a year earlier. Ciena's adjusted gross margin expanded to 46.4% from 41.9% in the prior-year period, a clean quality print behind the top-line acceleration. Ciena CEO Gary Smith stated, "Today's outstanding financial performance demonstrates Ciena's leadership in providing industry-leading, high-speed connectivity solutions as AI continues to drive compounding waves of network investment." The problem sits in the forward number. Ciena guided its fiscal fourth-quarter revenue to $1.75 billion plus or minus $50 million, a midpoint that only aligns with the $1.7 billion analyst consensus rather than clearing it. Ciena also raised its full fiscal year 2026 revenue guidance to $6.42 billion, up 35% year over year at the midpoint, but for a stock priced for acceleration, matching isn't beating, according to Ciena Corporation. Two Ciena customers together accounted for 41.7% of quarterly revenue, meaning the AI-driven demand is real but narrow, according to Ciena Corporation. Ciena CFO Marc Graff called the period a record quarter, yet that concentration weighs heavier on the Ciena multiple when the forward guide only matches expectations. That mix is what powered today's de-rating. Arista Networks stock was up 42% year to date (YTD) through the prior close and is extending gains today on continued AI fabric momentum. Arista posted Q2 FY2026 non-GAAP EPS of $1.02 on $3.04 billion in revenue in its August report, its first three-billion-dollar quarter. Management pointed to Ethernet-based AI networking as a durable share opportunity, with a full-year revenue outlook of approximately $12.6 billion. Cisco stock was up 44% year to date through the prior close after booking $4 billion in AI infrastructure orders in Q4 FY2026 and guiding fiscal 2027 AI infrastructure revenue to $7.5 billion. Cisco characterized the environment as a networking supercycle. Arista Networks and Cisco holding firm while Ciena resets is the cleanest evidence that this is a company-level issue, not a sector verdict. The table sets today's session move against the YTD anchor through the prior close for each covered name. Ciena's reset stands out against modest peer gains. Ciena's preliminary fiscal 2027 outlook calls for at least 30% revenue growth on a backlog of $8.5 billion exiting Q3 FY2026, so the December fourth-quarter report becomes the next real inflection point for the stock. Management framed the environment as a multi-year, supply-constrained investment cycle. That keeps the debate about pace and share rather than direction. Position sizing in Ciena shares should account for both the customer concentration and the tendency of supply-constrained networking names to trade on incremental order signals rather than trailing beats. A moderate approach makes sense while the guide-versus-consensus gap sorts out. Ciena's elevated valuation raises the bar for any forward number, and today's tape shows what happens when it isn't cleared. The broader read is that AI networking demand remains intact, with Arista Networks and Cisco both carrying rich YTD gains. Follow-through in those two names during the afternoon session may indicate whether today's Ciena move stays contained or spreads to peers. Ultimately, the IYW ETF trading higher today reinforces the containment case rather than a sector-wide unwind. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research point to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the cut -->"}" class="link ">see which stocks made the cut -->> Contact [email protected] for any questions or corrections.

AFRM fell 4% Monday as fast money unwound its post-earnings spike, despite Q4 GMV surging 36% and revenue rising 33% to $1.17 billion. AFRM's 36% GMV growth far outpaces peers like PYPL, but that growth premium drives outsized single-session volatility when fast money exits positions. Max Levchin cited inflation fueling demand, backed by fiscal 2027 guidance for GMV above $64 billion and adjusted operating margin above 30%. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Affirm didn't make the cut. Grab the names FREE today. Shares of Affirm Holdings (NASDAQ:AFRM) are unwinding a sharp post-earnings rally to open the week, handing back much of the gain built on Thursday's fiscal fourth-quarter report. The move is more about positioning than any fresh news out of the company, which announced nothing today. Affirm stock is down 4% to $74.51 in Monday morning trading, extending the drift lower that began in Friday's afternoon session. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.52% to $764.36, a soft session for the broad market that puts Affirm's decline in sharp relief. The context matters here. Affirm stock was up 4% year to date through Friday's close, a figure that masks a huge intraweek swing. Friday saw the stock rally to an 11-month high, climbing 13% at its peak before paring most of that gain into the close. Profit taking after a large prior run is the cleanest read. Affirm reported its fiscal fourth quarter Thursday, August 27, for the fiscal fourth quarter ended June 30, and the results beat on both revenue and volume. Affirm's revenue rose 33% to $1.17 billion, against a $1.11 billion analyst estimate, while gross merchandise volume, the total dollar value of transactions processed on the platform, rose 36% to $14.1 billion, against a $13.39 billion estimate. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Affirm didn't make the cut. Grab the names FREE today. Affirm's profitability inflected, as well. Adjusted operating income reached $353 million, a 30% adjusted operating margin, and GAAP operating income came in at $147 million, a 12.6% GAAP operating margin, up six percentage points from a year earlier. Active consumers grew 21% to 27.8 million, and transactions per active consumer rose 20% to 7. The card story continued to compound. The Affirm Card business reached 5.2 million active consumers, up 125% from the prior year. Affirm's credit quality also improved, with the 30-day delinquency rate on monthly installment loans, excluding Peloton and Pay in X loans, coming in at 2.5%, an improvement from the 2.7% to 2.8% range in each of the previous three quarters. The gap between the results and Monday's reaction is the useful observation. A 4% decline in Affirm shares against a broad market down 0.4% is a far larger move than the broad market explains, which points to positioning in the stock rather than to anything in the results or in the wider market. Friday's session tells the same story from the other side. Affirm shares spiked toward an 11-month high intraday before rolling over, a signal that fast money used the report to sell strength rather than to build new positions. With no company-specific catalyst today, the unwind is just extending that same pattern. CEO Max Levchin framed the demand backdrop on the call: "In times of inflation, we see more demand because folks are budgeting. They're more thoughtful about how they want to use the money, and we're there to help." Affirm's guidance backed that up. For fiscal 2027, the company guided to gross merchandise volume above $64 billion and an adjusted operating margin above 30.5%. Affirm sits in the installment-payments space alongside PayPal Holdings (NASDAQ:PYPL), though the two run very different growth profiles. Affirm printed 36% GMV growth in the quarter, a pace that puts it in a different bucket from the slower-growing large-cap payment platforms it's often compared against. That growth premium is exactly why single-session volatility runs so hot in Affirm shares. When a fintech name trades on multiples of forward revenue and forward operating income, small changes in positioning move the price far more than similar flows would move a mature payments stock. Monday's selling is consistent with fast-money profit taking rather than any change in the underlying franchise. Position sizing is crucial here. A name that can spike 13% and give it back inside two sessions carries more single-session volatility than Affirm's fundamentals suggest, so investors should consider keeping their position sizes moderate while the gap between the results and the share price stays unresolved. Traders should watch for signs of stabilization in Affirm shares near pre-earnings levels, along with any sell-side revisions catching up to Thursday's raised fiscal 2027 outlook. The read on today's move is technical rather than fundamental in nature. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Affirm didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.

ULTA jumps 4% and ELF rises 5% Monday, reversing Friday's selloffs after both beat Q2 estimates and raised full-year guidance. Beauty gains outperform a falling SPY and XRT, while TGT drops 1% after ending its Ulta shop-in-shop and launching its own Beauty Studio. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ulta Beauty didn't make the cut. Grab the names FREE today. Beauty/cosmetics stocks are reversing Friday's post-earnings decline midday Monday, as two of the sector's most-watched names lead retail higher against a softer session for large-cap benchmarks. The rebound comes after both companies cleared quarterly estimates and raised full-year outlooks, only to see their shares sold heading into the weekend. Ulta Beauty (NASDAQ:ULTA) stock is up 4% to $538, while e.l.f. Beauty (NYSE:ELF) stock is climbing 5% to $108.92. Also framing the retail read, the SPDR S&P Retail ETF (NYSEARCA:XRT) is slipping 0.2% to $86.72. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.46% to $765.80, marking today's beauty bid as a targeted sector move rather than a broad risk-on rally. Ulta Beauty stock fell 4% to $517.18 Friday despite a Q2 2026 beat and a raised full-year guide, a decline covered in Friday's Ulta Beauty and e.l.f. Beauty pullback recap. Reporting Monday attributes part of the advance to an analyst upgrade, though the upgrading firm hasn't been confirmed and isn't being named here. Buyers are effectively taking the other side of Friday's fade, and the tone shift is testing whether that initial reaction was an overshoot on otherwise clean prints. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ulta Beauty didn't make the cut. Grab the names FREE today. In its Q2 2026 report, Ulta Beauty posted net income of $282 million, or $6.55 per share, against $260.9 million and $5.78 a year earlier, clearing the $6.20 consensus. Revenue grew 8.9% to $3.04 billion versus $2.99 billion consensus, and comparable sales rose 3.8% against the 2.3% analysts expected. The mix of top-line growth and above-plan comps is what bulls want to see from a specialty retailer navigating an uneven consumer. Ulta Beauty raised full-year EPS guidance to $28.70 to $29 from $28.36 to $28.80, its annual sales growth target to 6.7% to 7.2% from 6% to 7%, and its comp sales guidance to 3.2% to 3.7% from 2.5% to 3.5%. CEO Kecia Steelman stated the team is "executing with discipline and translating our Ulta Beauty Unleashed strategy into tangible benefits for our guests." Ulta Beauty and e.l.f. Beauty are rebounding from opposite starting points, and that divergence is the trade worth understanding. e.l.f. Beauty stock was up 37% year to date (YTD) through Friday's close, while Ulta Beauty stock was down 14% YTD through the same session. Similar-sized session pops carry very different meaning for each name, with e.l.f. Beauty extending a leadership run and Ulta Beauty trying to reclaim ground lost through the first eight months of the year. Target (NYSE:TGT) stock forms the third leg of today's beauty story. Target stock is down 1% to $161.52, even after finishing Friday up 71% YTD. The Ulta Beauty shop-in-shop partnership inside Target stores concluded in August after the two companies chose not to renew it, and Target is now launching its own Target Beauty Studio concept in more than 600 stores with dedicated beauty advisers. Target is sliding while both beauty pure-plays rally, which sharpens the read on where beauty share is being allocated in a post-partnership landscape. Investors can watch for whether Ulta Beauty stock reclaims its pre-earnings level of $544.99 and whether e.l.f. Beauty stock holds above $105 into the close. With XRT lower and SPY in the red, today's beauty bid reads like a focused sector rotation, and that raises the bar for follow-through into midweek trading if the broader retail sector doesn't join in. Position sizing matters here given the volatility around both names, and readers adding exposure should treat single-stock retail rebounds as tactical setups rather than trend confirmation. The unnamed upgrade adds momentum without a verifiable analyst thesis, so leaning too hard on today's move carries execution risk if a formal research note doesn't surface in the coming sessions. A modest starter position, sized to survive another gap lower, is the more defensible way to engage a same-day reversal like this one. The next scheduled catalyst for Ulta Beauty is its Q3 report, and e.l.f. Beauty holders can look to the company's next quarterly release for confirmation that its raised fiscal 2027 outlook is translating into sustained retailer sell-through. Between now and then, retail sector data and Target Beauty Studio's early rollout metrics will help set the tone for how beauty spending is being divided among the three names on the marquee today. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ulta Beauty didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.

Ulta Beauty beat EPS by $0.35, raised full-year guidance, yet sank 6%, dragging e.l.f. Beauty down 2% on sympathy selling. XRT rose 0.7% and SPY held flat Friday, isolating Ulta Beauty's drop as single-name profit-taking, not a sector or macro event. A $500 support zone, 20x P/E, and $1.8 billion buyback program offer potential downside buffers for patient investors. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ulta Beauty didn't make the cut. Grab the names FREE today. Beauty retail is delivering a curious reaction this morning as the sector's dominant name posts strong quarterly numbers yet loses ground in heavy trading. The reaction reads as classic profit taking after a prior run, since nothing in the release accounts for a decline of this size. Ulta Beauty (NASDAQ:ULTA) stock is down 4% to $517.18 in Friday morning trading. The company delivered a top and bottom line beat plus a full year guidance raise, adding to a strong recent run heading into the report. Also feeling the tug, e.l.f. Beauty (NYSE:ELF) stock is down 2% to $103.96 as sympathy selling spreads across specialty beauty. Even after this pullback, e.l.f. Beauty stock was up 40% year to date (YTD) through Thursday's close, so peer weakness is trimming a strong recent run rather than reversing it. Reporting after Thursday's close, Ulta Beauty posted net income of $282 million, or $6.55 per share, against $260.9 million and $5.78 per share a year earlier, clearing the $6.20 analyst estimate. Revenue grew 8.9% to $3.04 billion, above the $2.99 billion consensus. Comparable store sales advanced 3.8%, well ahead of the 2.3% analysts expected, with fragrance leading category strength and e-commerce delivering high teen sales growth. Management cited a sixth consecutive quarter of double-digit e-commerce sales growth and continued momentum in K-Beauty. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ulta Beauty didn't make the cut. Grab the names FREE today. Management then raised full year guidance in three places. Full year earnings per share guidance moved to $28.70 to $29 from $28.36 to $28.80, the annual sales growth target moved to 6.7% to 7.2% from 6% to 7%, and comparable store sales guidance moved to 3.2% to 3.7% from 2.5% to 3.5%. CEO Kecia Steelman stated the company is strengthening its competitive position through a focus on innovation, value and convenience. Ulta Beauty operates more than 1,500 domestic stores and 88 international locations, expanding abroad through its Space NK subsidiary in the U.K. and Ireland, a joint venture in Mexico and a franchise in the Middle East. The SPDR S&P Retail ETF (NYSEARCA:XRT) is up 0.7% to $87.24 this session, a clear divergence from Ulta Beauty stock. That gap matters because it rules out a broader retail selloff as the trigger for today's move. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.49% at $774.92, indicating the wider market may be offering a mild macro headwind. Still, today's price action mainly reads as a single name repricing tied to positioning rather than a sector or index catalyst. e.l.f. Beauty stock is caught in a beauty-focused downdraft, though its 2% slide is far milder than Ulta Beauty stock's decline. That relative resilience aligns with e.l.f. Beauty's own recent momentum, since the shares had been running well ahead of the beauty complex heading into Friday. Selling into a beat isn't new for Ulta Beauty stock. The prior first quarter report also produced a beat and a 4.78% same day decline, and the Q2 2026 print showed a 14.61% surprise paired with a 7.14% same day drop. The pattern reflects elevated expectations after strong pre-report runs. Ulta Beauty stock was down 11% year over year (YoY) at Thursday's close, while SPY was up 13% YTD over the same stretch. That relative underperformance frames why any hint of a softer second half guide can prompt profit taking even when headline numbers clear the bar. Traders can watch for a stabilization near the $500 area, a psychological level that lines up with Ulta Beauty stock's 50-day moving average near $494.59 and could set the tone for how the reaction resolves into next week. Ulta Beauty carries a P/E ratio of 20x, which may cap further downside for value-oriented buyers. The bull case rests on the raised outlook, an expanded $1.80 billion buyback target, and durable fragrance and K-Beauty momentum. The bear case leans on a more measured second half comp guide of 2% to 3%, a promotional environment that ticked up, and a mass makeup category still running flat. Given the size of today's move against a clean report, ULTA investors should keep their positions modest and let the price action settle before adding exposure. A staged approach, sized to their risk tolerance, is preferable to chasing a name that just raised guidance under a single session of profit-taking pressure. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ulta Beauty didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.

Okta surged 18% and CrowdStrike climbed 9% after twin Q2 beats, with CrowdStrike raising its full-year net new ARR growth outlook by 630 basis points. CIBR gained 3% Thursday and is up 31% year to date, with Palo Alto Networks rising 5% on the sector read-through from both reports. Okta's billings dropped 5.4% to $681 million, a bookings softness that could test the AI-agent identity rally in analyst follow-up notes. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and CrowdStrike didn't make the cut. Grab the names FREE today. Cybersecurity stocks are outrunning the broad market Thursday after twin fiscal Q2 2027 earnings beats from Okta and CrowdStrike reported Wednesday after the close. The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 3% to $96.20 in early Thursday trading. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.3% to $768.17, a fraction of the sector's move. Okta (NASDAQ:OKTA) stock is surging 22% to $163.98 after fiscal Q2 2027 results reframed the identity leader as the security layer for AI agents. Meanwhile, CrowdStrike Holdings (NASDAQ:CRWD) stock is climbing 13% to $213.70 following its own beat-and-raise report. Okta stock was up 55% year to date through Wednesday's close, and CrowdStrike stock was up 61% over the same period. Peers Palo Alto Networks (NASDAQ:PANW) and Fortinet (NASDAQ:FTNT) are riding the read-through as the platform trade in cybersecurity gets fresh validation. Palo Alto Networks stock is up 5% to $356.17, and Fortinet stock is up 1% to $159.51. Both names sit among CIBR's largest disclosed cybersecurity-focused positions alongside CrowdStrike. Okta reported revenue of $805 million, up 11% year over year, and adjusted EPS of $1.05 topped consensus. CEO Todd McKinnon stated, "As AI agents transform every layer of technology, every agent needs a trusted identity and clear controls over what it can access and do." Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and CrowdStrike didn't make the cut. Grab the names FREE today. CrowdStrike posted revenue of $1.47 billion, up 26% year over year, with adjusted EPS of $0.31 clearing estimates. CrowdStrike raised its full-year net new ARR growth outlook by 630 basis points, and CEO George Kurtz declared, "Q2 was the best quarter in CrowdStrike's history. Delivering record Falcon Flex results, record net new ARR, and accelerating growth, the Falcon is soaring." CrowdStrike posted the faster growth and larger guidance raise, yet Okta stock is climbing nearly twice as much Thursday morning. Okta had lagged the group heading into the report, slipping 2% over the trailing month through Wednesday's close, while CrowdStrike stock had gained 5% over that same stretch. That setup created a sharper snapback when the identity thesis received fresh AI-agent fuel. The re-rating reflects growing appreciation for the agentic identity category McKinnon has been building. Speaking with CNBC, McKinnon added, "Network is the biggest cyber category now, but if you look out five or 10 years, with millions of agents running around, it's definitely going to be identity." Okta also closed its purchase of threat detection startup Permiso Security in a deal worth around $200 million. CrowdStrike was already priced for excellence entering the report, carrying a market cap near $188.7 billion versus Okta's $22.9 billion. Wall Street's average price target sits at $210.53 for CrowdStrike and $146.34 for Okta, meaning both stocks are pushing past those consensus levels Thursday morning. That valuation gap helps explain why the same beat-and-raise pattern is producing very different reactions. The blemish worth naming: Okta's billings came in at $681.2 million, down 5.4% year over year, a gap between headline strength and underlying bookings that will draw questions on the call. Okta's raised full-year revenue range still implies growth in the low double digits, well under CrowdStrike's revenue pace and net new ARR trajectory. Investors can watch for whether Okta stock holds Thursday's rally into next week, as the billings soft spot will bump up against the AI-agent narrative in follow-up analyst notes. Traders could look for signs that the read-through extends to Palo Alto Networks and Fortinet as the cybersecurity platform trade absorbs the twin reports. CrowdStrike generated free cash flow of $377.4 million in the quarter, and Okta produced $227 million in free cash flow versus $162 million a year earlier. Both companies are pairing accelerating fundamentals with expanding cash generation, which keeps the cybersecurity platform trade a favored destination for growth capital. The cybersecurity ETF was up 31% year to date through Wednesday's close, well ahead of the SPDR S&P 500 ETF's 12% year-to-date gain. Investors should size their positions with that stretch in mind, since much of the beat-and-raise setup is now reflected in prices. Even the bulls may want to leave room for guidance revisions and follow-on analyst commentary to drive the next leg. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and CrowdStrike didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.

US stock indices ended higher on Tuesday as investors took respite from cooling oil prices and easing yields ahead of earnings from Nvidia and Marvell Technologies. The S&P 500 ended Tuesday 0.3% higher, while the Nasdaq 100 gained 0.6% and the Dow Jones Industrial Average climbed 0.3%. The Russell 2000, which tracks stocks with small market capitalizations, rose 0.5%. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Dow Jones Industrial Average futures and S&P 500 futures were little changed, while Nasdaq-100 futures rose nearly 0.1%. Among ETFs tracking benchmark indexes, the SPDR S&P 500 ETF (SPY) fell 0.3%, and Invesco QQQ Trust (QQQ) ended Tuesday 1% lower, while the SPDR Dow Jones Industrial Average ETF Trust (DIA) was up 0.3%. Meanwhile, the VanEck Semiconductor ETF (SMH) and iShares Semiconductor ETF (SOXX) gained about 1.7%, regaining most of the previous session's losses, tracking gains in Micron Tech (MU) and Nvidia (NVDA) stock. The broader Vanguard Information Technology ETF (VGT) rose 0.9%. Retail sentiment on Stocktwits for QQQ, SPY, and DIA was ‘bearish’ with ‘high’ message volumes. Market sentiment improved following news reports that the U.S. will redeploy diplomats to Middle Eastern embassies, alleviating fears of broader regional conflict. Simultaneously, a retreat in crude oil prices dampened inflation anxieties, providing a tailwind for Treasury markets. Bond yields slid, with the benchmark 10-year Treasury note yield falling more than 7 basis points to 4.625%, and Brent crude prices retreated to settle under the $90 threshold, as market participants weighed the potential for renewed energy transit via the Strait of Hormuz. Investor attention was solely focused on the semiconductor sector ahead of quarterly earnings from Nvidia (NVDA) and Marvell Technologies (MRVL). Analysts estimate Nvidia’s revenue is expected to hit $92.2 billion in the quarter ending July, nearly double from the same quarter last year, with earnings expectations of $2.09 per share. “Nvidia is operating on all cylinders, and they’re doing absolutely everything correctly at this point,” Mark Malek at Siebert Financial told Bloomberg. “We’re anticipating good news here, but so is everybody.” In addition, investors will keep a keen eye on the personal consumption expenditure price index reading for July, due out on Wednesday. Moderna (MRNA): Renewed optimism around its cancer vaccine program, buoyed by Wolfe Research’s $9.2 billion peak sales estimate, drove share price higher. Paramount Skydance (PSKY): Potential buyers and Wall Street intermediaries are actively assessing valuable entertainment properties that could be unloaded as Paramount Skydance Corp. (PSKY) navigates prolonged antitrust litigation over its proposed takeover of Warner Bros. Discovery Inc. (WBD). SpaceX (SPCX): The company announced that its Falcon 9 rocket completed its final planned Starlink mission from Florida and plans to invest $100 billion to build the world's largest launch facility. Lululemon Athletica (LULU): The athleisure company is expected to reduce its full-year 2026 earnings guidance again, UBS said. OpenAI: The company’s Jalapeno chips performed better than Nvidia’s current lineup during testing, SemiAnalysis said. For updates and corrections, email newsroom[at]stocktwits[dot]com. Shashank Nayar has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle Why DOCU, TRI Stocks Slid Over 3% After Google Cloud’s Latest AI Release