{ "cards": [ { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "S", "business_summary": "业务：特斯拉销售 Model 3、Model Y、Model S、Model X、Cybertruck、Semi 等电动车，同时提供充电网络、保险、维修、二手车、FSD 软件订阅或买断、Megapack 储能系统、Powerwall 和太阳能相关服务。收入来自整车销售、租赁、软件、服务、能源产品和监管积分，关键资产包括电池与电驱系统、制造工艺、超级充电网络、车队数据和自动驾驶算法。行业地位：特斯拉在全球电动车和大型储能领域具备品牌、规模和软件叙事优势，但竞争强度明显上升。关键变量包括交付量、单车毛利、降价幅度、FSD 商业化与监管审批、储能出货和利润率、电池成本、产能利用率、中国与欧洲竞争、机器人出租车落地进度。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "TSLA moved -14.5% in the latest session, -13.3% relative to benchmark, with volume at 3.0x its 20-day average. Reliable catalyst source: E0581.", "facts": [ { "claim": "TSLA moved -14.5% in the latest session, -13.3% relative to benchmark, with volume at 3.0x its 20-day average.", "source_id": "E0017", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0581", "timestamp": "2026-07-23T01:02:31+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "source_id": "E0582", "timestamp": "2026-07-22T20:35:52+00:00" }, { "claim": "Deutsche Bank Cuts Tesla Price Target to $420 From $465, Maintains Buy Rating", "source_id": "E0583", "timestamp": "2026-07-27T11:24:02+00:00" }, { "claim": "Michael Burry Goes Bigger on Nvidia, Micron, Palantir, and Tesla Shorts", "source_id": "E0584", "timestamp": "2026-07-27T12:26:50+00:00" }, { "claim": "NinjaTrader to Offer CME Group Single Stock Futures, Giving Active Traders Direct Access to Top U.S. Brands Including Nvidia, Tesla and Apple", "source_id": "E0585", "timestamp": "2026-07-27T12:00:00+00:00" }, { "claim": "Tesla wins bid to revive UK lawsuit for 5G patents licence", "source_id": "E0586", "timestamp": "2026-07-27T11:39:05+00:00" }, { "claim": "TSLA fundamentals snapshot: PE 323.77; market cap/assets $1.24T; revenue scale $103.62B; revenue QoQ 26.13%; revenue YoY 11.75%; gross margin 16.83%; net margin 3.95%; ROIC 2.94%; engine score health 58.14 / valuation 5.26.", "source_id": "E2301", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive; and Energy Generation and Storage. The company offers e...", "gross_margin": "16.83%", "health_score": "58.14", "market_cap": "$1.24T", "name": "Tesla, Inc.", "net_margin": "3.95%", "pe_ratio": "323.77", "revenue_growth_qoq": "26.13%", "revenue_growth_yoy": "11.75%", "revenue_scale": "$103.62B", "roic": "2.94%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/tsla/", "ticker": "TSLA", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "5.26" }, "grade_cap_reason": null, "inferences": [ "Relative move of -13.3% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 374.01 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "TSLA", "timestamp": "2026-07-24T20:00:01+00:00", "price": 313.03, "previous_close": 319.69, "change": -6.660000000000025, "change_pct": -0.020832681660358565, "change_5d_pct": -0.1780537679601487, "change_20d_pct": -0.16552035595380787, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/TSLA?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "near_local_low", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_news", "event_news", "event_news" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 2, "price_action": 23, "price_confirmation": 5, "risk_reward": 2, "time_sensitivity": 5, "total": 85, "tradability": 5, "tradability_score": 10, "volume_confirmation": 22 }, "setup_type": "hedge_review", "source_ids": [ "E0017", "E0581", "E0582", "E0583", "E0584", "E0585", "E0586", "E2301" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "TSLA", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "S", "business_summary": "业务：Liberty Energy主要经营油气井服务、完井、压裂、海工设备、压缩服务或能源工程解决方案。行业地位：Liberty Energy是油服设备赛道的重要参与者，可比/竞争公司包括Baker Hughes、Halliburton、Tenaris、TechnipFMC。关键变量主要是上游资本开支、北美钻完井活动、国际项目周期、设备利用率、定价和油价。", "core_catalyst": "BofA Securities Adjusts Liberty Energy Price Target to $28 From $35", "evidence_summary": "LBRT moved -22.0% in the latest session, -20.7% relative to benchmark, with volume at 3.6x its 20-day average. Reliable catalyst source: E2246.", "facts": [ { "claim": "LBRT moved -22.0% in the latest session, -20.7% relative to benchmark, with volume at 3.6x its 20-day average.", "source_id": "E0525", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "BofA Securities Adjusts Liberty Energy Price Target to $28 From $35", "source_id": "E2246", "timestamp": "2026-07-27T12:38:03+00:00" }, { "claim": "LBRT Q2 Deep Dive: Margin Compression Overshadows Revenue Growth Amid Power Expansion", "source_id": "E2247", "timestamp": "2026-07-24T21:05:08+00:00" }, { "claim": "Liberty Energy Q2 Earnings Surpass Estimates, Revenues Increase Y/Y", "source_id": "E2248", "timestamp": "2026-07-24T15:20:00+00:00" }, { "claim": "RBC Cuts Price Target on Liberty Energy to $29 From $34, Keeps Sector Perform Rating", "source_id": "E2249", "timestamp": "2026-07-24T11:27:18+00:00" }, { "claim": "LBRT fundamentals snapshot: PE 23.45; market cap/assets $5.50B; revenue scale $4.20B; revenue QoQ n/a; revenue YoY n/a; gross margin 17.53%; net margin 3.63%; ROIC 0.36%.", "source_id": "E2302", "timestamp": "2026-07-27T13:12:09.885665+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Liberty Energy Inc.,an integrated energy services and technology company, provides hydraulic fracturing services and related technologies onshore oil, natural gas, and enhanced geothermal exploration and production companies in North America. It offers wireline services, proppan...", "gross_margin": "17.53%", "health_score": null, "market_cap": "$5.50B", "name": "Liberty Energy Inc.", "net_margin": "3.63%", "pe_ratio": "23.45", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$4.20B", "roic": "0.36%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/lbrt/", "ticker": "LBRT", "timestamp": "2026-07-27T13:12:09.885665+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -20.7% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 25.14 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading downside repricing with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "LBRT", "timestamp": "2026-07-24T20:00:02+00:00", "price": 17.36, "previous_close": 19.62, "change": -2.2600000000000016, "change_pct": -0.11518858307849145, "change_5d_pct": -0.27181208519767863, "change_20d_pct": -0.3629357798165138, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/LBRT?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "near_local_low", "breakdown_20d", "strong_bear_day", "event_news", "catalyst_regulatory_policy", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 3, "expectation_gap": 2, "price_action": 25, "price_confirmation": 5, "risk_reward": 2, "time_sensitivity": 5, "total": 83, "tradability": 3, "tradability_score": 7, "volume_confirmation": 21 }, "setup_type": "short_avoid", "source_ids": [ "E0525", "E2246", "E2247", "E2248", "E2249", "E2302" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "LBRT", "trading_hypothesis": "Research path: verify whether the negative catalyst changes forward demand, margin, or multiple assumptions." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "S", "business_summary": "业务：STMicroelectronics主要经营汽车、工业、功率、模拟和微控制器半导体。行业地位：STMicroelectronics是半导体赛道的核心公司，可比/竞争公司包括Marvell Technology、Monolithic Power Systems、NXP Semiconductors、Teradyne。关键变量主要是AI和数据中心需求、汽车与工业周期、晶圆产能、库存去化、制程升级和出口管制。", "core_catalyst": "STMicroelectronics (ENXTPA:STMPA) And FocalPoint Launch New Vehicle Positioning Solution", "evidence_summary": "STM moved -18.7% in the latest session, -17.4% relative to benchmark, with volume at 3.0x its 20-day average. Reliable catalyst source: E1236.", "facts": [ { "claim": "STM moved -18.7% in the latest session, -17.4% relative to benchmark, with volume at 3.0x its 20-day average.", "source_id": "E0184", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "STMicroelectronics (ENXTPA:STMPA) And FocalPoint Launch New Vehicle Positioning Solution", "source_id": "E1236", "timestamp": "2026-07-25T01:10:26+00:00" }, { "claim": "STMicroelectronics Q2 Earnings Call Highlights AI Data Center Growth", "source_id": "E1237", "timestamp": "2026-07-24T14:02:00+00:00" }, { "claim": "STMicroelectronics (ENXTPA:STMPA) Stock May Be Below Fair Value On AI Revenue Ambitions", "source_id": "E1238", "timestamp": "2026-07-24T04:29:38+00:00" }, { "claim": "STMicroelectronics announces status of common share repurchase program", "source_id": "E1239", "timestamp": "2026-07-27T12:00:00+00:00" }, { "claim": "STM fundamentals snapshot: PE 101.93; market cap/assets $50.82B; revenue scale $13.10B; revenue QoQ n/a; revenue YoY n/a; gross margin 34.84%; net margin 6.45%; ROIC 1.02%.", "source_id": "E2303", "timestamp": "2026-07-27T13:12:09.880678+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company operates through Analog products, MEMS and Sensors Group (AM&S); Power a...", "gross_margin": "34.84%", "health_score": null, "market_cap": "$50.82B", "name": "STMicroelectronics N.V.", "net_margin": "6.45%", "pe_ratio": "101.93", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$13.10B", "roic": "1.02%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/stm/", "ticker": "STM", "timestamp": "2026-07-27T13:12:09.880678+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -17.4% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 65.77 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading downside repricing with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "STM", "timestamp": "2026-07-24T20:00:02+00:00", "price": 51.54, "previous_close": 53.49, "change": -1.9500000000000028, "change_pct": -0.03645541222658444, "change_5d_pct": -0.16951339253141795, "change_20d_pct": -0.3116986927019765, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/STM?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakdown_20d", "event_news", "catalyst_new_product", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_news" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 3, "price_action": 23, "price_confirmation": 5, "risk_reward": 2, "time_sensitivity": 5, "total": 83, "tradability": 4, "tradability_score": 9, "volume_confirmation": 21 }, "setup_type": "short_avoid", "source_ids": [ "E0184", "E1236", "E1237", "E1238", "E1239", "E2303" ], "stage": "reversal_risk", "theme": "new product catalyst", "ticker": "STM", "trading_hypothesis": "Research path: verify whether the negative catalyst changes forward demand, margin, or multiple assumptions." }, { "action_label": "Avoid Chase", "action_type": "earnings", "attention_grade": "S", "business_summary": "业务：Rollins主要经营个人、家庭或生活服务业务，通常通过门店网络、服务合约或品牌化运营获取收入。行业地位：Rollins是个人服务赛道的重要公司，可比/竞争公司包括Service Corporation International。关键变量主要是服务渗透率、门店/分支密度、价格能力、劳动力成本、客户留存和并购整合。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "ROL moved -9.3% in the latest session, -8.0% relative to benchmark, with volume at 3.6x its 20-day average. Reliable catalyst source: E1542.", "facts": [ { "claim": "ROL moved -9.3% in the latest session, -8.0% relative to benchmark, with volume at 3.6x its 20-day average.", "source_id": "E0272", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E1542", "timestamp": "2026-07-23T20:53:02+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "source_id": "E1543", "timestamp": "2026-07-22T20:06:26+00:00" }, { "claim": "Rollins (ROL) Stock May Look Reasonable On Cash Flow While Earnings Stay Rich", "source_id": "E1544", "timestamp": "2026-07-26T21:07:32+00:00" }, { "claim": "JPMorgan cuts Rollins to Neutral on demand uncertainty, slashes price target", "source_id": "E1545", "timestamp": "2026-07-24T15:22:09+00:00" }, { "claim": "BNP Paribas Adjusts Rollins Price Target to $44 From $63, Maintains Neutral Rating", "source_id": "E1546", "timestamp": "2026-07-24T14:33:57+00:00" }, { "claim": "UBS Adjusts Price Target on Rollins to $43 From $50, Maintains Neutral Rating", "source_id": "E1547", "timestamp": "2026-07-24T13:16:13+00:00" }, { "claim": "ROL fundamentals snapshot: PE 34.89; market cap/assets $18.55B; revenue scale $3.92B; revenue QoQ 18.99%; revenue YoY 9.90%; gross margin 49.73%; net margin 13.34%; ROIC 21.85%; engine score health 66.09 / valuation 30.56.", "source_id": "E2304", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Rollins, Inc., through its subsidiaries, provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally. The company offers pest control services to residential properties protecting from common pests,...", "gross_margin": "49.73%", "health_score": "66.09", "market_cap": "$18.55B", "name": "Rollins, Inc.", "net_margin": "13.34%", "pe_ratio": "34.89", "revenue_growth_qoq": "18.99%", "revenue_growth_yoy": "9.90%", "revenue_scale": "$3.92B", "roic": "21.85%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/rol/", "ticker": "ROL", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "30.56" }, "grade_cap_reason": null, "inferences": [ "Relative move of -8.0% suggests attention shifted faster than the benchmark on the latest session.", "Crowding risk is high enough to block chase-style activation." ], "invalidation": "Downside attention thesis weakens if price recovers above 43.47 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading momentum, but the move is already crowded.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "ROL", "timestamp": "2026-07-24T20:00:02+00:00", "price": 38.56, "previous_close": 39.44, "change": -0.8799999999999955, "change_pct": -0.022312373225152005, "change_5d_pct": -0.14520063227063018, "change_20d_pct": -0.09906540450096846, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/ROL?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_earnings", "catalyst_earnings", "event_news", "catalyst_supply_demand_mismatch", "event_news", "catalyst_analyst", "event_news", "catalyst_analyst" ], "risk_summary": "Crowding is the primary risk; platform action should prevent chase behavior.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 4, "expectation_gap": 3, "price_action": 22, "price_confirmation": 5, "risk_reward": 1, "time_sensitivity": 5, "total": 81, "tradability": 3, "tradability_score": 7, "volume_confirmation": 22 }, "setup_type": "avoid_chase", "source_ids": [ "E0272", "E1542", "E1543", "E1544", "E1545", "E1546", "E1547", "E2304" ], "stage": "crowded", "theme": "supply-demand mismatch", "ticker": "ROL", "trading_hypothesis": "Research path: wait for pullback, volume normalization, or a second reliable catalyst before upgrading action." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "S", "business_summary": "业务：Lockheed Martin主要经营战斗机、导弹、火控、旋翼机、航天和国防系统。行业地位：Lockheed Martin是航空航天与国防赛道的超核心公司，可比/竞争公司包括General Dynamics、Northrop Grumman、TransDigm Group、L3Harris Technologies。关键变量主要是国防预算、订单积压、供应链交付、项目执行、航空产量和地缘安全需求。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-28", "evidence_summary": "LMT moved +10.5% in the latest session, +11.8% relative to benchmark, with volume at 2.8x its 20-day average. Reliable catalyst source: E0868.", "facts": [ { "claim": "LMT moved +10.5% in the latest session, +11.8% relative to benchmark, with volume at 2.8x its 20-day average.", "source_id": "E0088", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-28", "source_id": "E0868", "timestamp": "2026-07-23T20:38:25+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E0869", "timestamp": "2026-07-23T10:30:57+00:00" }, { "claim": "Should You Buy Lockheed Martin After Its Strong Q2 Earnings Rally?", "source_id": "E0870", "timestamp": "2026-07-27T10:26:51+00:00" }, { "claim": "Lockheed Martin (LMT) Is Building Weapons Before Pentagon Orders Arrive", "source_id": "E0871", "timestamp": "2026-07-27T10:07:07+00:00" }, { "claim": "Jefferies Adjusts Price Target on Lockheed Martin to $595 From $575, Maintains Hold Rating", "source_id": "E0872", "timestamp": "2026-07-27T10:04:36+00:00" }, { "claim": "Kratos Delivers Critical Component for Lockheed Martin’s High-Performance Propulsion Initiative", "source_id": "E0873", "timestamp": "2026-07-27T12:00:00+00:00" }, { "claim": "LMT matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.41; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E0874", "timestamp": "2026-07-27T13:12:09.595057+00:00" }, { "claim": "LMT fundamentals snapshot: PE 21.39; market cap/assets $134.46B; revenue scale $77.02B; revenue QoQ 11.33%; revenue YoY 7.21%; gross margin 12.19%; net margin 9.15%; ROIC 14.66%; engine score health 68.33 / valuation 83.33.", "source_id": "E2305", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Lockheed Martin Corporation, an aerospace and defense company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services in the United States, Europe, Asia, the Middle East, and internationally. The comp...", "gross_margin": "12.19%", "health_score": "68.33", "market_cap": "$134.46B", "name": "Lockheed Martin Corporation", "net_margin": "9.15%", "pe_ratio": "21.39", "revenue_growth_qoq": "11.33%", "revenue_growth_yoy": "7.21%", "revenue_scale": "$77.02B", "roic": "14.66%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/lmt/", "ticker": "LMT", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "83.33" }, "grade_cap_reason": null, "inferences": [ "Relative move of +11.8% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 514.36 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "LMT", "timestamp": "2026-07-24T20:05:18+00:00", "price": 582.6, "previous_close": 568.59, "change": 14.009999999999991, "change_pct": 0.024639898696776186, "change_5d_pct": 0.14511471309355106, "change_20d_pct": 0.15361770360386262, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/LMT?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakout_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_earnings", "catalyst_earnings", "event_news", "catalyst_contract_order", "event_news", "catalyst_analyst", "event_news", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 3, "price_action": 22, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 81, "tradability": 4, "tradability_score": 9, "volume_confirmation": 20 }, "setup_type": "long_research", "source_ids": [ "E0088", "E0868", "E0869", "E0870", "E0871", "E0872", "E0873", "E0874", "E2305" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "LMT", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "A", "business_summary": "业务：Dover主要经营工业设备、发动机、泵阀、压缩机、水处理、自动化、升降机或专用机械。行业地位：Dover是工业机械赛道的重要公司，可比/竞争公司包括Howmet Aerospace、Cummins、Emerson Electric、Illinois Tool Works。关键变量主要是订单积压、工业资本开支、售后收入、价格成本差、供应链、自动化和能源效率需求。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "DOV moved -7.8% in the latest session, -6.6% relative to benchmark, with volume at 3.9x its 20-day average. Reliable catalyst source: E1481.", "facts": [ { "claim": "DOV moved -7.8% in the latest session, -6.6% relative to benchmark, with volume at 3.9x its 20-day average.", "source_id": "E0254", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E1481", "timestamp": "2026-07-23T11:02:36+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E1482", "timestamp": "2026-07-23T11:00:14+00:00" }, { "claim": "Dover (DOV) Launches RevolveSD Series For Sterile Disconnection In Bioprocessing", "source_id": "E1483", "timestamp": "2026-07-24T14:14:23+00:00" }, { "claim": "Baird Adjusts Price Target on Dover to $270 From $279, Maintains Outperform Rating", "source_id": "E1484", "timestamp": "2026-07-24T13:39:29+00:00" }, { "claim": "Here Are Friday’s Top Wall Street Analyst Research Calls: Albertsons, Blue Owl Capital, Cleveland-Cliffs, Chime Financial, Digital Realty, Dover, PayPal Holdings, SpaceX, and More", "source_id": "E1485", "timestamp": "2026-07-24T12:00:51+00:00" }, { "claim": "Dover's Plant Move Miscue Overshadows Q2 Bookings Growth, RBC Capital Markets Says", "source_id": "E1486", "timestamp": "2026-07-24T15:48:44+00:00" }, { "claim": "DOV fundamentals snapshot: PE 24.00; market cap/assets $27.23B; revenue scale $8.42B; revenue QoQ 6.64%; revenue YoY 7.56%; gross margin 40.21%; net margin 14.26%; ROIC 10.37%; engine score health 61.54 / valuation 92.31.", "source_id": "E2306", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "", "gross_margin": "40.21%", "health_score": "61.54", "market_cap": "$27.23B", "name": "Dover Corporation", "net_margin": "14.26%", "pe_ratio": "24.00", "revenue_growth_qoq": "6.64%", "revenue_growth_yoy": "7.56%", "revenue_scale": "$8.42B", "roic": "10.37%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "DOV", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "92.31" }, "grade_cap_reason": null, "inferences": [ "Relative move of -6.6% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 214.53 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "DOV", "timestamp": "2026-07-24T20:00:03+00:00", "price": 202.2, "previous_close": 197.8, "change": 4.399999999999977, "change_pct": 0.022244691607684386, "change_5d_pct": -0.055934228618245374, "change_20d_pct": -0.12365100444603283, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/DOV?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "near_local_low", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_new_product", "event_news", "catalyst_analyst", "event_news", "catalyst_analyst", "event_news" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 1, "expectation_gap": 3, "price_action": 20, "price_confirmation": 5, "risk_reward": 2, "time_sensitivity": 5, "total": 80, "tradability": 3, "tradability_score": 7, "volume_confirmation": 23 }, "setup_type": "hedge_review", "source_ids": [ "E0254", "E1481", "E1482", "E1483", "E1484", "E1485", "E1486", "E2306" ], "stage": "reversal_risk", "theme": "new product catalyst", "ticker": "DOV", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "A", "business_summary": "业务：安朗杰围绕“门周边安全”卖产品，覆盖商用和住宅的机械锁、电子锁、门禁控制、闭门器、出口装置、门框和相关五金。客户包括建筑承包商、系统集成商、经销商、锁匠渠道、学校医院等机构客户以及住宅零售渠道，收入来自新建项目、翻新改造和售后替换。关键品牌与平台包括 Schlage 住宅锁具、商用电子门禁方案以及大量机构场景用的闭门与出口硬件。行业地位：Allegion 在北美门禁安防硬件市场位置很强，优势在品牌、渠道、商用机构客户基础和向电子化升级的产品路线。竞争对手包括 Assa Abloy、dormakaba 以及若干区域门控硬件厂商，关键经营变量是商用建筑翻新、新建项目节奏、电子门锁渗透率和渠道库存。", "core_catalyst": "Allegion (ALLE) Stock Gets Fair Value Bump After Mixed Analyst Target Changes", "evidence_summary": "ALLE moved +10.4% in the latest session, +11.7% relative to benchmark, with volume at 3.0x its 20-day average. Reliable catalyst source: E1996.", "facts": [ { "claim": "ALLE moved +10.4% in the latest session, +11.7% relative to benchmark, with volume at 3.0x its 20-day average.", "source_id": "E0413", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Allegion (ALLE) Stock Gets Fair Value Bump After Mixed Analyst Target Changes", "source_id": "E1996", "timestamp": "2026-07-26T06:08:35+00:00" }, { "claim": "Allegion (ALLE) Stock May Stay Fairly Priced Despite Q2 Earnings Focus", "source_id": "E1997", "timestamp": "2026-07-25T12:11:02+00:00" }, { "claim": "Allegion (ALLE) Q2 2026 Earnings Call Transcript", "source_id": "E1998", "timestamp": "2026-07-24T01:26:37+00:00" }, { "claim": "Allegion plc Q2 2026 Earnings Call Summary", "source_id": "E1999", "timestamp": "2026-07-23T20:45:55+00:00" }, { "claim": "ALLE matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.53; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E2000", "timestamp": "2026-07-27T13:12:09.657567+00:00" }, { "claim": "ALLE fundamentals snapshot: PE 20.13; market cap/assets $13.04B; revenue scale $4.16B; revenue QoQ 0.04%; revenue YoY 8.87%; gross margin 43.97%; net margin 13.36%; ROIC 16.16%; engine score health 73.64 / valuation n/a.", "source_id": "E2307", "timestamp": "2026-06-11T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Allegion plc engages in the provision of security products and solutions worldwide. It is operating through two segments: Allegion Americas and Allegion International. The company offers door controls, door control system, and exit devices; doors, glass and door systems, and acc...", "gross_margin": "43.97%", "health_score": "73.64", "market_cap": "$13.04B", "name": "Allegion plc", "net_margin": "13.36%", "pe_ratio": "20.13", "revenue_growth_qoq": "0.04%", "revenue_growth_yoy": "8.87%", "revenue_scale": "$4.16B", "roic": "16.16%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/alle/", "ticker": "ALLE", "timestamp": "2026-06-11T00:00:00+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +11.7% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 139.95 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "ALLE", "timestamp": "2026-07-24T20:00:03+00:00", "price": 153.36, "previous_close": 154.57, "change": -1.2099999999999795, "change_pct": -0.007828168467360896, "change_5d_pct": 0.11745842219190883, "change_20d_pct": 0.11941605839416058, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/ALLE?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "regular_open_gap_up_gt_7pct", "breakout_20d", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 3, "price_action": 23, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 79, "tradability": 3, "tradability_score": 7, "volume_confirmation": 19 }, "setup_type": "long_research", "source_ids": [ "E0413", "E1996", "E1997", "E1998", "E1999", "E2000", "E2307" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "ALLE", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "A", "business_summary": "业务：运营全国性5G移动网络，向个人和企业客户销售后付费手机套餐、设备分期、数据服务和增值服务；通过Metro by T-Mobile等品牌提供预付费服务，也向MVNO和批发客户开放网络；家庭互联网和企业固定无线宽带利用5G频谱提供宽带替代方案，收入来自月费、设备销售和批发接入。行业地位：美国无线市场的重要挑战者，2.5GHz中频频谱和5G覆盖形成差异化。影响变量包括后付费净新增、流失率、ARPU、网络容量、固定无线宽带增长、UScellular整合、频谱和资本开支、Verizon与AT&T价格竞争。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "TMUS moved -10.7% in the latest session, -9.5% relative to benchmark, with volume at 1.9x its 20-day average. Reliable catalyst source: E0688.", "facts": [ { "claim": "TMUS moved -10.7% in the latest session, -9.5% relative to benchmark, with volume at 1.9x its 20-day average.", "source_id": "E0044", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0688", "timestamp": "2026-07-23T10:32:20+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E0689", "timestamp": "2026-07-23T10:29:40+00:00" }, { "claim": "How T-Mobile Built a Network Ready for One of the Largest Live Events in U.S. History", "source_id": "E0690", "timestamp": "2026-07-24T21:47:00+00:00" }, { "claim": "TMUS fundamentals snapshot: PE 18.33; market cap/assets $193.56B; revenue scale $92.19B; revenue QoQ -1.37%; revenue YoY 9.68%; gross margin 64.77%; net margin 14.21%; ROIC 8.76%; engine score health 78.33 / valuation 33.33.", "source_id": "E2308", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "", "gross_margin": "64.77%", "health_score": "78.33", "market_cap": "$193.56B", "name": "T-Mobile US, Inc.", "net_margin": "14.21%", "pe_ratio": "18.33", "revenue_growth_qoq": "-1.37%", "revenue_growth_yoy": "9.68%", "revenue_scale": "$92.19B", "roic": "8.76%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "TMUS", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "33.33" }, "grade_cap_reason": null, "inferences": [ "Relative move of -9.5% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 190.94 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "TMUS", "timestamp": "2026-07-24T20:00:00+00:00", "price": 180.09, "previous_close": 170.42, "change": 9.670000000000016, "change_pct": 0.05674216641239305, "change_5d_pct": -0.06412717947026314, "change_20d_pct": -0.008151166296843204, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/TMUS?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "near_local_low", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 3, "price_action": 23, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 79, "tradability": 4, "tradability_score": 9, "volume_confirmation": 17 }, "setup_type": "hedge_review", "source_ids": [ "E0044", "E0688", "E0689", "E0690", "E2308" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "TMUS", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "A", "business_summary": "业务：Collins提供航电、座舱、起落架、飞控、电力和任务系统，服务商用航空、军机和公务机；Pratt & Whitney设计、制造并维护商用和军用航空发动机及辅助动力系统；Raytheon提供导弹、防空反导、雷达、传感器、指挥控制、电子战和空间相关系统，客户包括航空公司、飞机制造商和国防政府部门。行业地位：全球航空航天与防务核心供应商之一，同时暴露于民航复苏和国防订单。影响变量包括商用飞机交付与售后维修需求、GTF发动机粉末金属问题处理成本、美国及盟国国防预算、导弹和防空补库需求、供应链交付能力和长期订单执行。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "RTX moved +7.3% in the latest session, +8.6% relative to benchmark, with volume at 2.3x its 20-day average. Reliable catalyst source: E0666.", "facts": [ { "claim": "RTX moved +7.3% in the latest session, +8.6% relative to benchmark, with volume at 2.3x its 20-day average.", "source_id": "E0039", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0666", "timestamp": "2026-07-23T20:49:36+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E0667", "timestamp": "2026-07-23T10:51:03+00:00" }, { "claim": "TD Cowen Adjusts Price Target on RTX to $240 From $225, Maintains Buy Rating", "source_id": "E0668", "timestamp": "2026-07-27T12:55:01+00:00" }, { "claim": "DA Davidson Raises Price Target on RTX to $219 From $192, Keeps Neutral Rating", "source_id": "E0669", "timestamp": "2026-07-27T11:35:11+00:00" }, { "claim": "Deutsche Bank Lifts RTX Price Target to $238 From $228, Maintains Buy Rating", "source_id": "E0670", "timestamp": "2026-07-27T11:21:56+00:00" }, { "claim": "Goldman Sachs Adjusts Price Target on RTX to $206 From $195, Maintains Neutral Rating", "source_id": "E0671", "timestamp": "2026-07-27T09:55:05+00:00" }, { "claim": "RTX matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.35; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E0672", "timestamp": "2026-07-27T13:12:09.581871+00:00" }, { "claim": "RTX fundamentals snapshot: PE 37.06; market cap/assets $286.79B; revenue scale $93.50B; revenue QoQ 11.92%; revenue YoY 11.84%; gross margin 20.77%; net margin 8.66%; ROIC 6.03%; engine score health 56.67 / valuation 50.00.", "source_id": "E2309", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "RTX Corporation, an aerospace and defense company, provides systems and services for commercial, military, and government customers worldwide. It operates through three segments: Collins Aerospace (Collins), Pratt & Whitney, and Raytheon. The Collins segment offers aerospace and...", "gross_margin": "20.77%", "health_score": "56.67", "market_cap": "$286.79B", "name": "RTX Corporation", "net_margin": "8.66%", "pe_ratio": "37.06", "revenue_growth_qoq": "11.92%", "revenue_growth_yoy": "11.84%", "revenue_scale": "$93.50B", "roic": "6.03%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/rtx/", "ticker": "RTX", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "50.00" }, "grade_cap_reason": null, "inferences": [ "Relative move of +8.6% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 194.88 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "RTX", "timestamp": "2026-07-24T20:00:03+00:00", "price": 212.79, "previous_close": 209.16, "change": 3.6299999999999955, "change_pct": 0.017355134825014273, "change_5d_pct": 0.09963312511221734, "change_20d_pct": 0.1404148356092172, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/RTX?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakout_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_news", "catalyst_analyst", "event_news", "catalyst_analyst", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 0, "expectation_gap": 4, "price_action": 20, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 77, "tradability": 4, "tradability_score": 9, "volume_confirmation": 18 }, "setup_type": "long_research", "source_ids": [ "E0039", "E0666", "E0667", "E0668", "E0669", "E0670", "E0671", "E0672", "E2309" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "RTX", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "A", "business_summary": "业务：Alphabet 以 Google 生态为基础，收入来自搜索广告、展示广告、YouTube 广告与订阅、Google Play 分成、Pixel 等硬件，以及 Google Cloud 的云计算、数据分析、安全、Workspace 和 AI 平台服务。客户覆盖广告主、内容创作者、企业云客户、开发者和消费者，关键资产包括搜索入口、YouTube 流量、Android 生态、全球数据中心、TPU/AI 模型能力和广告竞价系统。行业地位：全球搜索和数字广告的核心平台之一，也是云计算和生成式 AI 的重要竞争者。经营与股价真正敏感的变量包括搜索广告转化率、AI 对搜索入口的替代或增强、YouTube 变现效率、Google Cloud 利润率、监管和反垄断处罚、隐私政策变化、AI 算力资本开支回报。", "core_catalyst": "SEC 4 filing: 4 2026-07-21", "evidence_summary": "GOOGL moved -7.1% in the latest session, -5.9% relative to benchmark, with volume at 2.1x its 20-day average. Reliable catalyst source: E0563.", "facts": [ { "claim": "GOOGL moved -7.1% in the latest session, -5.9% relative to benchmark, with volume at 2.1x its 20-day average.", "source_id": "E0013", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 4 filing: 4 2026-07-21", "source_id": "E0563", "timestamp": "2026-07-23T20:47:21+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0564", "timestamp": "2026-07-23T01:15:54+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "source_id": "E0565", "timestamp": "2026-07-22T20:01:36+00:00" }, { "claim": "Here Are Monday’s Top Wall Street Analyst Research Calls: Alphabet, Clean Harbors, Ford, Huntington Bancshares, Rivian, Rocket Lab, Terawulf, Vale, Warner Bros. Discovery, and More", "source_id": "E0566", "timestamp": "2026-07-27T11:46:37+00:00" }, { "claim": "Alphabet's Waymo Hit With Dozens of Parking Tickets", "source_id": "E0567", "timestamp": "2026-07-27T12:44:04+00:00" }, { "claim": "Alphabet: Google Cloud's Growth Story Comes With 1 Major Red Flag (NASDAQ: GOOGL) (NASDAQ: GOOG)", "source_id": "E0568", "timestamp": "2026-07-27T12:20:00+00:00" }, { "claim": "Alphabet (GOOG) Gained on Strong Cloud Growth and Easing AI Search Concerns", "source_id": "E0569", "timestamp": "2026-07-27T12:06:36+00:00" }, { "claim": "GOOGL fundamentals snapshot: PE 16.01; market cap/assets $3.91T; revenue scale $445.93B; revenue QoQ 9.01%; revenue YoY 20.07%; gross margin 61.65%; net margin 93.65%; ROIC 16.02%; engine score health 70.00 / valuation 33.33.", "source_id": "E2310", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and s...", "gross_margin": "61.65%", "health_score": "70.00", "market_cap": "$3.91T", "name": "Alphabet Inc.", "net_margin": "93.65%", "pe_ratio": "16.01", "revenue_growth_qoq": "9.01%", "revenue_growth_yoy": "20.07%", "revenue_scale": "$445.93B", "roic": "16.02%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/googl/", "ticker": "GOOGL", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "33.33" }, "grade_cap_reason": null, "inferences": [ "Relative move of -5.9% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 342.09 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "GOOGL", "timestamp": "2026-07-24T20:00:01+00:00", "price": 319.74, "previous_close": 317.69, "change": 2.0500000000000114, "change_pct": 0.006452831376499102, "change_5d_pct": -0.07794789015783654, "change_20d_pct": -0.06973900105028197, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/GOOGL?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_geopolitics", "event_news", "event_news", "event_news" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 1, "expectation_gap": 3, "price_action": 19, "price_confirmation": 5, "risk_reward": 2, "time_sensitivity": 5, "total": 77, "tradability": 5, "tradability_score": 10, "volume_confirmation": 18 }, "setup_type": "hedge_review", "source_ids": [ "E0013", "E0563", "E0564", "E0565", "E0566", "E0567", "E0568", "E0569", "E2310" ], "stage": "reversal_risk", "theme": "geopolitical risk", "ticker": "GOOGL", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "A", "business_summary": "业务：First Citizens BancShares主要经营区域性存贷款、商业贷款、财富管理和支付服务，收入主要来自净利息收入与本地客户关系。行业地位：First Citizens BancShares是区域银行赛道的重要公司，可比/竞争公司包括HDFC Bank、Mizuho Financial Group、Itaú Unibanco Holding、ICICI Bank。关键变量主要是存款成本、商业地产敞口、净息差、贷款增长、信贷成本和监管资本。", "core_catalyst": "Is First Citizens BancShares (FCNC.A) Still Worth A Look On Q2 Earnings And Buybacks?", "evidence_summary": "FCNCA moved +6.5% in the latest session, +7.7% relative to benchmark, with volume at 2.4x its 20-day average. Reliable catalyst source: E1594.", "facts": [ { "claim": "FCNCA moved +6.5% in the latest session, +7.7% relative to benchmark, with volume at 2.4x its 20-day average.", "source_id": "E0287", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Is First Citizens BancShares (FCNC.A) Still Worth A Look On Q2 Earnings And Buybacks?", "source_id": "E1594", "timestamp": "2026-07-24T20:09:11+00:00" }, { "claim": "First Citizens BancShares Inc (FCNCA) Q2 2026 Earnings Call Highlights: Strong Performance Amid ...", "source_id": "E1595", "timestamp": "2026-07-23T21:01:06+00:00" }, { "claim": "First Citizens (FCNCA) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates", "source_id": "E1596", "timestamp": "2026-07-23T13:30:05+00:00" }, { "claim": "First Citizens BancShares (FCNCA) Q2 Earnings and Revenues Top Estimates", "source_id": "E1597", "timestamp": "2026-07-23T12:00:02+00:00" }, { "claim": "FCNCA fundamentals snapshot: PE 11.59; market cap/assets $23.26B; revenue scale $9.33B; revenue QoQ n/a; revenue YoY n/a; gross margin n/a; net margin 27.52%; ROIC n/a.", "source_id": "E2311", "timestamp": "2026-07-27T13:12:25.723104+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "First Citizens BancShares, Inc. operates as the holding company for First-Citizens Bank & Trust Company that provides retail and commercial banking services to individuals, businesses, and professionals in the United States and internationally. It operates through the General Ba...", "gross_margin": null, "health_score": null, "market_cap": "$23.26B", "name": "First Citizens BancShares, Inc.", "net_margin": "27.52%", "pe_ratio": "11.59", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$9.33B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/fcnca/", "ticker": "FCNCA", "timestamp": "2026-07-27T13:12:25.723104+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +7.7% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 2077.57 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "FCNCA", "timestamp": "2026-07-24T20:00:01+00:00", "price": 2160.65, "previous_close": 2212.77, "change": -52.11999999999989, "change_pct": -0.023554187737541588, "change_5d_pct": 0.018151630349999337, "change_20d_pct": 0.034194762804233614, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/FCNCA?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "near_local_high", "breakout_20d", "strong_bull_day", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 0, "expectation_gap": 4, "price_action": 22, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 76, "tradability": 3, "tradability_score": 7, "volume_confirmation": 17 }, "setup_type": "long_research", "source_ids": [ "E0287", "E1594", "E1595", "E1596", "E1597", "E2311" ], "stage": "fresh", "theme": "earnings reaction", "ticker": "FCNCA", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "A", "business_summary": "业务：United Rentals主要经营设备、轨道车辆、航空资产、车队或工业资产租赁与服务。行业地位：United Rentals是租赁服务赛道的核心公司，可比/竞争公司包括FTAI Aviation、Ryder System、GATX。关键变量主要是租赁利用率、二手残值、资本开支、融资成本、工业和航空需求。", "core_catalyst": "SEC 4 filing: 4 2026-07-24", "evidence_summary": "URI moved +10.1% in the latest session, +11.3% relative to benchmark, with volume at 2.6x its 20-day average. Reliable catalyst source: E1146.", "facts": [ { "claim": "URI moved +10.1% in the latest session, +11.3% relative to benchmark, with volume at 2.6x its 20-day average.", "source_id": "E0160", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 4 filing: 4 2026-07-24", "source_id": "E1146", "timestamp": "2026-07-24T17:36:34+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "source_id": "E1147", "timestamp": "2026-07-22T20:23:15+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E1148", "timestamp": "2026-07-22T20:21:03+00:00" }, { "claim": "Raymond James Adjusts PT on United Rentals to $1,325 From $1,275, Maintains Outperform Rating", "source_id": "E1149", "timestamp": "2026-07-27T10:06:29+00:00" }, { "claim": "Rothschild & Co Redburn Adjusts PT on United Rentals to $980 From $940, Maintains Neutral Rating", "source_id": "E1150", "timestamp": "2026-07-27T10:04:54+00:00" }, { "claim": "United Rentals CFO Sells Shares After Earnings Pop. Should Investors Follow?", "source_id": "E1151", "timestamp": "2026-07-25T14:36:46+00:00" }, { "claim": "United Rentals Insider Sold Shares Worth $1,699,732, According to a Recent SEC Filing", "source_id": "E1152", "timestamp": "2026-07-24T21:44:53+00:00" }, { "claim": "URI matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.40; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E1153", "timestamp": "2026-07-27T13:12:09.610143+00:00" }, { "claim": "URI fundamentals snapshot: PE 27.15; market cap/assets $71.61B; revenue scale $16.83B; revenue QoQ 10.66%; revenue YoY 6.88%; gross margin 39.27%; net margin 17.07%; ROIC 13.33%; engine score health 54.00 / valuation 61.11.", "source_id": "E2312", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment rents general construction and i...", "gross_margin": "39.27%", "health_score": "54.00", "market_cap": "$71.61B", "name": "United Rentals, Inc.", "net_margin": "17.07%", "pe_ratio": "27.15", "revenue_growth_qoq": "10.66%", "revenue_growth_yoy": "6.88%", "revenue_scale": "$16.83B", "roic": "13.33%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/uri/", "ticker": "URI", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "61.11" }, "grade_cap_reason": null, "inferences": [ "Relative move of +11.3% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 1035.06 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "URI", "timestamp": "2026-07-24T20:00:02+00:00", "price": 1141.59, "previous_close": 1139.71, "change": 1.8799999999998818, "change_pct": 0.001649542427459405, "change_5d_pct": 0.09221117542359814, "change_20d_pct": 0.0018253373963803554, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/URI?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_news", "catalyst_regulatory_policy", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 1, "expectation_gap": 4, "price_action": 18, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 76, "tradability": 4, "tradability_score": 9, "volume_confirmation": 19 }, "setup_type": "long_research", "source_ids": [ "E0160", "E1146", "E1147", "E1148", "E1149", "E1150", "E1151", "E1152", "E1153", "E2312" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "URI", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "A", "business_summary": "业务：CSX主要经营铁路货运网络、机车车辆或铁路设备服务，承运工业品、煤炭、粮食、汽车和多式联运货物。行业地位：CSX是铁路运输赛道的核心公司，可比/竞争公司包括Canadian Pacific Kansas City、Norfolk Southern、Canadian National Railway、Westinghouse Air Brake Technologies。关键变量主要是货量、价格、服务水平、燃油成本、劳资协议、监管和北美工业活动。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "CSX moved +5.8% in the latest session, +7.0% relative to benchmark, with volume at 2.4x its 20-day average. Reliable catalyst source: E0964.", "facts": [ { "claim": "CSX moved +5.8% in the latest session, +7.0% relative to benchmark, with volume at 2.4x its 20-day average.", "source_id": "E0113", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0964", "timestamp": "2026-07-22T20:02:08+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "source_id": "E0965", "timestamp": "2026-07-22T20:01:13+00:00" }, { "claim": "CSX (CSX) Stock Could Be 14% Overvalued Despite Raised Outlook", "source_id": "E0966", "timestamp": "2026-07-26T09:09:21+00:00" }, { "claim": "Why Did IMAX, JPM, CSX Stocks Surge To 52-Week Highs Last Week?", "source_id": "E0967", "timestamp": "2026-07-27T03:54:39+00:00" }, { "claim": "CSX Corporation (CSX) and Knight-Swift Transportation Holdings Inc. (KNX) Show the Freight Cycle Is Turning. Southwest Airlines Co. (LUV) Shows Fuel Costs Still Hurt Airlines.", "source_id": "E0968", "timestamp": "2026-07-26T09:23:37+00:00" }, { "claim": "CSX (CSX) Is Up 2.71% in One Week: What You Should Know", "source_id": "E0969", "timestamp": "2026-07-24T16:00:03+00:00" }, { "claim": "CSX matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.31; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E0970", "timestamp": "2026-07-27T13:12:09.600338+00:00" }, { "claim": "CSX fundamentals snapshot: PE 30.59; market cap/assets $98.61B; revenue scale $14.51B; revenue QoQ 13.01%; revenue YoY 2.52%; gross margin 100.00%; net margin 25.46%; ROIC 11.08%; engine score health 41.05 / valuation 50.00.", "source_id": "E2313", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services in the United States and Canada. It operates through two segments: rail and trucking. The company offers rail services; and transportation of intermodal containers and trailers,...", "gross_margin": "100.00%", "health_score": "41.05", "market_cap": "$98.61B", "name": "CSX Corporation", "net_margin": "25.46%", "pe_ratio": "30.59", "revenue_growth_qoq": "13.01%", "revenue_growth_yoy": "2.52%", "revenue_scale": "$14.51B", "roic": "11.08%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/csx/", "ticker": "CSX", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "50.00" }, "grade_cap_reason": null, "inferences": [ "Relative move of +7.0% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 49.93 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "CSX", "timestamp": "2026-07-24T20:00:00+00:00", "price": 53.23, "previous_close": 52.81, "change": 0.4199999999999946, "change_pct": 0.007953039197121647, "change_5d_pct": 0.048866995073891584, "change_20d_pct": 0.12204893635960623, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/CSX?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "near_local_high", "breakout_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_earnings", "catalyst_earnings", "event_news", "event_news", "event_news", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 0, "expectation_gap": 4, "price_action": 18, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 76, "tradability": 4, "tradability_score": 9, "volume_confirmation": 19 }, "setup_type": "long_research", "source_ids": [ "E0113", "E0964", "E0965", "E0966", "E0967", "E0968", "E0969", "E0970", "E2313" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "CSX", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "A", "business_summary": "业务：GOOG 对应 Alphabet 无投票权 C 类股，经济权益与公司业务一致。公司依托 Google 搜索、Chrome、Android、YouTube、Maps、Gmail 和 Play 等产品获取用户流量，通过广告、订阅、应用分成、云服务、硬件和企业软件变现，并持续投入 Gemini、TPU、自动驾驶 Waymo 和生命科学等长期项目。行业地位：Alphabet 仍是全球互联网流量入口和广告技术链条中的关键公司，云和 AI 决定第二增长曲线。影响经营与股价的变量包括搜索份额、广告预算周期、AI 搜索成本与商业化、云合同增长、监管案件结果、内容版权成本、长期项目商业化进度。", "core_catalyst": "SEC 4 filing: 4 2026-07-21", "evidence_summary": "GOOG moved -6.9% in the latest session, -5.7% relative to benchmark, with volume at 2.1x its 20-day average. Reliable catalyst source: E0570.", "facts": [ { "claim": "GOOG moved -6.9% in the latest session, -5.7% relative to benchmark, with volume at 2.1x its 20-day average.", "source_id": "E0014", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 4 filing: 4 2026-07-21", "source_id": "E0570", "timestamp": "2026-07-23T20:47:21+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0571", "timestamp": "2026-07-23T01:15:54+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "source_id": "E0572", "timestamp": "2026-07-22T20:01:36+00:00" }, { "claim": "Here Are Monday’s Top Wall Street Analyst Research Calls: Alphabet, Clean Harbors, Ford, Huntington Bancshares, Rivian, Rocket Lab, Terawulf, Vale, Warner Bros. Discovery, and More", "source_id": "E0573", "timestamp": "2026-07-27T11:46:37+00:00" }, { "claim": "Alphabet's Waymo Hit With Dozens of Parking Tickets", "source_id": "E0574", "timestamp": "2026-07-27T12:44:04+00:00" }, { "claim": "Alphabet: Google Cloud's Growth Story Comes With 1 Major Red Flag (NASDAQ: GOOGL) (NASDAQ: GOOG)", "source_id": "E0575", "timestamp": "2026-07-27T12:20:00+00:00" }, { "claim": "Alphabet (GOOG) Gained on Strong Cloud Growth and Easing AI Search Concerns", "source_id": "E0576", "timestamp": "2026-07-27T12:06:36+00:00" }, { "claim": "GOOG fundamentals snapshot: PE 15.98; market cap/assets $3.90T; revenue scale $445.93B; revenue QoQ 9.01%; revenue YoY 20.07%; gross margin 61.65%; net margin 93.65%; ROIC 16.02%; engine score health 70.00 / valuation 66.67.", "source_id": "E2314", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and s...", "gross_margin": "61.65%", "health_score": "70.00", "market_cap": "$3.90T", "name": "Alphabet Inc.", "net_margin": "93.65%", "pe_ratio": "15.98", "revenue_growth_qoq": "9.01%", "revenue_growth_yoy": "20.07%", "revenue_scale": "$445.93B", "roic": "16.02%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/goog/", "ticker": "GOOG", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "66.67" }, "grade_cap_reason": null, "inferences": [ "Relative move of -5.7% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 341.91 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "GOOG", "timestamp": "2026-07-24T20:00:01+00:00", "price": 319.09, "previous_close": 318.34, "change": 0.75, "change_pct": 0.0023559716026888555, "change_5d_pct": -0.07809428954844355, "change_20d_pct": -0.067506362770963, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/GOOG?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_geopolitics", "event_news", "event_news", "event_news" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 1, "expectation_gap": 3, "price_action": 18, "price_confirmation": 5, "risk_reward": 2, "time_sensitivity": 5, "total": 76, "tradability": 5, "tradability_score": 10, "volume_confirmation": 18 }, "setup_type": "hedge_review", "source_ids": [ "E0014", "E0570", "E0571", "E0572", "E0573", "E0574", "E0575", "E0576", "E2314" ], "stage": "reversal_risk", "theme": "geopolitical risk", "ticker": "GOOG", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Avoid Chase", "action_type": "news", "attention_grade": "A", "business_summary": "业务：Albertsons 经营美国大型食品零售网络，向家庭消费者销售食品杂货、生鲜、熟食、处方药、日用品和燃油相关商品。收入主要来自门店零售、药房业务、燃油、数字订单以及部分零售媒体与会员促销活动。关键资产是 Safeway、Vons、Jewel-Osco、Albertsons 等区域连锁品牌，以及仓配和门店履约体系。行业地位：Albertsons 是美国主要传统超市集团之一，竞争来自 Kroger、Walmart、Costco、Target、Ahold Delhaize 及区域生鲜链。优势在区域品牌根基、药房与门店密度、会员体系和自有品牌，关键经营变量包括同店销售、毛利率、人工成本、损耗控制、数字订单履约成本以及价格战强度。", "core_catalyst": "Citigroup Downgrades Albertsons to Neutral From Buy, Lowers Price Target to $11 From $17", "evidence_summary": "ACI moved -21.6% in the latest session, -20.4% relative to benchmark, with volume at 7.1x its 20-day average. Reliable catalyst source: E2129.", "facts": [ { "claim": "ACI moved -21.6% in the latest session, -20.4% relative to benchmark, with volume at 7.1x its 20-day average.", "source_id": "E0476", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Citigroup Downgrades Albertsons to Neutral From Buy, Lowers Price Target to $11 From $17", "source_id": "E2129", "timestamp": "2026-07-27T11:43:33+00:00" }, { "claim": "Why Did QS, PSKY, ACI Stocks Tumble To 52-week Lows Last Week?", "source_id": "E2130", "timestamp": "2026-07-27T03:12:29+00:00" }, { "claim": "Albertsons stock in hot water after sobering reveal", "source_id": "E2131", "timestamp": "2026-07-25T03:33:00+00:00" }, { "claim": "Albertsons Q1 Miss Reflects Pressure on Grocery Sales, Pharmacy Growth, RBC Says", "source_id": "E2132", "timestamp": "2026-07-24T15:38:49+00:00" }, { "claim": "ACI fundamentals snapshot: PE n/a; market cap/assets $7.98B; revenue scale n/a; revenue QoQ n/a; revenue YoY n/a; gross margin 26.61%; net margin 0.34%; ROIC 1.16%.", "source_id": "E2315", "timestamp": "2026-07-27T13:12:26.250355+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Albertsons Companies, Inc., through its subsidiaries, operates in the food and drug retail industry in the United States. The company’s food and drug retail stores offer grocery products, general merchandise, health and beauty care products, pharmacy, vaccines, fuel, and other i...", "gross_margin": "26.61%", "health_score": null, "market_cap": "$7.98B", "name": "Albertsons Companies, Inc.", "net_margin": "0.34%", "pe_ratio": null, "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": null, "roic": "1.16%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/aci/", "ticker": "ACI", "timestamp": "2026-07-27T13:12:26.250355+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -20.4% suggests attention shifted faster than the benchmark on the latest session.", "Crowding risk is high enough to block chase-style activation." ], "invalidation": "Downside attention thesis weakens if price recovers above 14.60 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading momentum, but the move is already crowded.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "ACI", "timestamp": "2026-07-24T20:00:02+00:00", "price": 11.03, "previous_close": 11.27, "change": -0.2400000000000002, "change_pct": -0.021295474711623852, "change_5d_pct": -0.2700198378147718, "change_20d_pct": -0.1984011761243758, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/ACI?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "near_local_low", "breakdown_20d", "event_news", "catalyst_analyst", "event_news", "event_news", "event_news" ], "risk_summary": "Crowding is the primary risk; platform action should prevent chase behavior.", "score": { "catalyst_quality": 22, "catalyst_strength": 4, "crowding_risk": 5, "expectation_gap": 2, "price_action": 23, "price_confirmation": 5, "risk_reward": 1, "time_sensitivity": 5, "total": 75, "tradability": 3, "tradability_score": 7, "volume_confirmation": 23 }, "setup_type": "avoid_chase", "source_ids": [ "E0476", "E2129", "E2130", "E2131", "E2132", "E2315" ], "stage": "crowded", "theme": "volume-confirmed catalyst", "ticker": "ACI", "trading_hypothesis": "Research path: wait for pullback, volume normalization, or a second reliable catalyst before upgrading action." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Quest Diagnostics主要经营实验室检测、生命科学仪器、试剂、CRO服务、基因测序或分析工具。行业地位：Quest Diagnostics是生命科学工具与诊断赛道的重要公司，可比/竞争公司包括Danaher、IDEXX Laboratories、IQVIA Holdings、Natera。关键变量主要是科研预算、制药研发支出、检测量、仪器更新、耗材拉动和中国市场需求。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "DGX moved +8.6% in the latest session, +9.8% relative to benchmark, with volume at 4.1x its 20-day average. Reliable catalyst source: E1657.", "facts": [ { "claim": "DGX moved +8.6% in the latest session, +9.8% relative to benchmark, with volume at 4.1x its 20-day average.", "source_id": "E0306", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E1657", "timestamp": "2026-07-23T20:16:54+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E1658", "timestamp": "2026-07-23T10:46:37+00:00" }, { "claim": "Rothschild & Co Redburn Adjusts Quest Diagnostics Price Target to $251 From $233, Maintains Buy Rating", "source_id": "E1659", "timestamp": "2026-07-27T12:55:50+00:00" }, { "claim": "Why Quest Diagnostics (DGX) Is Up 8.2% After Raising 2026 Guidance And Boosting Buybacks", "source_id": "E1660", "timestamp": "2026-07-26T04:17:26+00:00" }, { "claim": "Quest Diagnostics (DGX) Stock Gets Fair Value Boost After Q2 Beat And Higher Guidance", "source_id": "E1661", "timestamp": "2026-07-26T00:16:16+00:00" }, { "claim": "Why Quest Diagnostics Stock Climbed This Past Week", "source_id": "E1662", "timestamp": "2026-07-27T02:22:30+00:00" }, { "claim": "DGX matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.60; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E1663", "timestamp": "2026-07-27T13:12:09.639428+00:00" }, { "claim": "DGX fundamentals snapshot: PE 23.68; market cap/assets $25.15B; revenue scale $11.56B; revenue QoQ 5.11%; revenue YoY 9.87%; gross margin 33.75%; net margin 10.52%; ROIC 9.65%; engine score health 73.00 / valuation 90.00.", "source_id": "E2316", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Quest Diagnostics Incorporated provides diagnostic testing and services in the United States. The company develops and delivers diagnostic information services, such as routine, non-routine and advanced clinical testing, anatomic pathology testing, and other diagnostic informati...", "gross_margin": "33.75%", "health_score": "73.00", "market_cap": "$25.15B", "name": "Quest Diagnostics Incorporated", "net_margin": "10.52%", "pe_ratio": "23.68", "revenue_growth_qoq": "5.11%", "revenue_growth_yoy": "9.87%", "revenue_scale": "$11.56B", "roic": "9.65%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/dgx/", "ticker": "DGX", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "90.00" }, "grade_cap_reason": null, "inferences": [ "Relative move of +9.8% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 209.83 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "DGX", "timestamp": "2026-07-24T20:01:06+00:00", "price": 227.86, "previous_close": 227.9, "change": -0.03999999999999204, "change_pct": -0.0001755155770074568, "change_5d_pct": 0.08154550940514493, "change_20d_pct": 0.10482929563126175, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/DGX?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "regular_open_gap_up_gt_7pct", "breakout_20d", "gap_fade", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_news", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 3, "price_action": 19, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 75, "tradability": 3, "tradability_score": 7, "volume_confirmation": 23 }, "setup_type": "long_research", "source_ids": [ "E0306", "E1657", "E1658", "E1659", "E1660", "E1661", "E1662", "E1663", "E2316" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "DGX", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Globe Life主要经营寿险、年金、退休金、团体福利和相关投资账户管理业务。行业地位：Globe Life是寿险与退休金赛道的重要参与者，可比/竞争公司包括Manulife Financial、MetLife、Prudential Financial、Unum Group。关键变量主要是利率、投资收益、退保率、资本回报、销售渠道和长尾负债假设。", "core_catalyst": "SEC 8-K filing: 8-K 2026-07-22", "evidence_summary": "GL moved -7.0% in the latest session, -5.8% relative to benchmark, with volume at 3.0x its 20-day average. Reliable catalyst source: E1956.", "facts": [ { "claim": "GL moved -7.0% in the latest session, -5.8% relative to benchmark, with volume at 3.0x its 20-day average.", "source_id": "E0401", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "source_id": "E1956", "timestamp": "2026-07-22T20:34:35+00:00" }, { "claim": "Globe Life (GL) Is Down 6.1% After Raising 2026 Earnings Guidance And Expanding Buybacks – Has The Bull Case Changed?", "source_id": "E1957", "timestamp": "2026-07-25T22:11:39+00:00" }, { "claim": "Wells Fargo Adjusts Price Target on Globe Life to $190 From $193, Maintains Overweight Rating", "source_id": "E1958", "timestamp": "2026-07-24T12:18:33+00:00" }, { "claim": "Keefe, Bruyette & Woods Adjusts Price Target on Globe Life to $190 From $192, Maintains Outperform Rating", "source_id": "E1959", "timestamp": "2026-07-24T12:15:03+00:00" }, { "claim": "Globe Life Inc (GL) Q2 2026 Earnings Call Highlights: Strong Growth in Net Income and Premium ...", "source_id": "E1960", "timestamp": "2026-07-23T23:01:55+00:00" }, { "claim": "GL fundamentals snapshot: PE 13.20; market cap/assets $16.00B; revenue scale $6.20B; revenue QoQ 2.57%; revenue YoY 5.32%; gross margin -50.26%; net margin 17.99%; ROIC n/a; engine score health 34.29 / valuation 60.00.", "source_id": "E2317", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "", "gross_margin": "-50.26%", "health_score": "34.29", "market_cap": "$16.00B", "name": "Globe Life Inc.", "net_margin": "17.99%", "pe_ratio": "13.20", "revenue_growth_qoq": "2.57%", "revenue_growth_yoy": "5.32%", "revenue_scale": "$6.20B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "GL", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "60.00" }, "grade_cap_reason": null, "inferences": [ "Relative move of -5.8% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 184.00 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading downside repricing with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "GL", "timestamp": "2026-07-24T20:00:02+00:00", "price": 173.48, "previous_close": 171.08, "change": 2.3999999999999773, "change_pct": 0.014028524666822362, "change_5d_pct": -0.061052147879440466, "change_20d_pct": -0.01655325395418039, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/GL?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_earnings", "catalyst_earnings", "event_news", "catalyst_analyst", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 0, "expectation_gap": 4, "price_action": 19, "price_confirmation": 5, "risk_reward": 2, "time_sensitivity": 5, "total": 75, "tradability": 3, "tradability_score": 7, "volume_confirmation": 19 }, "setup_type": "short_avoid", "source_ids": [ "E0401", "E1956", "E1957", "E1958", "E1959", "E1960", "E2317" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "GL", "trading_hypothesis": "Research path: verify whether the negative catalyst changes forward demand, margin, or multiple assumptions." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：WEX主要经营云基础设施、安全、身份、数据库、支付、数据保护、开发者工具或金融科技平台。行业地位：WEX是基础设施软件赛道的重要参与者，可比/竞争公司包括Cloudflare、CoreWeave、Block、VeriSign。关键变量主要是云和AI工作负载、网络安全预算、净留存率、算力成本、平台竞争和监管合规。", "core_catalyst": "WEX's Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y", "evidence_summary": "WEX moved +10.1% in the latest session, +11.4% relative to benchmark, with volume at 2.5x its 20-day average. Reliable catalyst source: E2294.", "facts": [ { "claim": "WEX moved +10.1% in the latest session, +11.4% relative to benchmark, with volume at 2.5x its 20-day average.", "source_id": "E0542", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "WEX's Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y", "source_id": "E2294", "timestamp": "2026-07-24T12:59:00+00:00" }, { "claim": "WEX Q2 Earnings Call Highlights", "source_id": "E2295", "timestamp": "2026-07-24T02:05:27+00:00" }, { "claim": "WEX Inc (WEX) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic AI Integration", "source_id": "E2296", "timestamp": "2026-07-23T21:03:42+00:00" }, { "claim": "Wex (WEX) Q2 Earnings and Revenues Top Estimates", "source_id": "E2297", "timestamp": "2026-07-22T23:35:05+00:00" }, { "claim": "WEX fundamentals snapshot: PE 17.53; market cap/assets $5.10B; revenue scale $2.79B; revenue QoQ n/a; revenue YoY n/a; gross margin 66.77%; net margin 14.41%; ROIC n/a.", "source_id": "E2318", "timestamp": "2026-07-27T13:12:29.996170+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "WEX Inc. operates a commerce platform in the United States and internationally. The Mobility segment offers fleet payment solutions, transaction processing, and information management services; and provides account activation and account retention services; authorization and bil...", "gross_margin": "66.77%", "health_score": null, "market_cap": "$5.10B", "name": "WEX Inc.", "net_margin": "14.41%", "pe_ratio": "17.53", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$2.79B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/wex/", "ticker": "WEX", "timestamp": "2026-07-27T13:12:29.996170+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +11.4% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 155.68 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "WEX", "timestamp": "2026-07-24T20:00:03+00:00", "price": 176.15, "previous_close": 171.47, "change": 4.680000000000007, "change_pct": 0.02729340409401071, "change_5d_pct": 0.07212414320229321, "change_20d_pct": 0.32363989762806566, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/WEX?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakout_20d", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 1, "expectation_gap": 4, "price_action": 21, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 75, "tradability": 3, "tradability_score": 7, "volume_confirmation": 17 }, "setup_type": "long_research", "source_ids": [ "E0542", "E2294", "E2295", "E2296", "E2297", "E2318" ], "stage": "fresh", "theme": "earnings reaction", "ticker": "WEX", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Danaher主要经营生命科学、诊断和生物工艺工具，服务科研、制药和临床检测客户。行业地位：Danaher是生命科学工具与诊断赛道的超核心公司，可比/竞争公司包括IDEXX Laboratories、IQVIA Holdings、Natera、Mettler-Toledo International。关键变量主要是科研预算、制药研发支出、检测量、仪器更新、耗材拉动和中国市场需求。", "core_catalyst": "SEC 8-K filing: 8-K 2026-07-21", "evidence_summary": "DHR moved +7.5% in the latest session, +8.7% relative to benchmark, with volume at 2.0x its 20-day average. Reliable catalyst source: E0852.", "facts": [ { "claim": "DHR moved +7.5% in the latest session, +8.7% relative to benchmark, with volume at 2.0x its 20-day average.", "source_id": "E0084", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-21", "source_id": "E0852", "timestamp": "2026-07-20T21:55:01+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-26", "source_id": "E0853", "timestamp": "2026-07-20T21:48:38+00:00" }, { "claim": "Danaher (DHR) Could Be 16% Undervalued On Earnings And 2026 Revenue Guidance", "source_id": "E0854", "timestamp": "2026-07-25T21:15:28+00:00" }, { "claim": "Danaher (DHR) Stock Tries To Steady After A Sharp Post Earnings Selloff", "source_id": "E0855", "timestamp": "2026-07-25T08:12:06+00:00" }, { "claim": "Here's Why the Slump in Danaher Stock This Week Looks Like a Buying Opportunity", "source_id": "E0856", "timestamp": "2026-07-24T14:33:38+00:00" }, { "claim": "Reading Between The Lines Of DHR's Latest Call", "source_id": "E0857", "timestamp": "2026-07-24T12:23:32+00:00" }, { "claim": "DHR fundamentals snapshot: PE 33.62; market cap/assets $134.61B; revenue scale $25.11B; revenue QoQ 5.28%; revenue YoY 4.56%; gross margin 57.64%; net margin 13.89%; ROIC 5.55%; engine score health 49.00 / valuation 44.44.", "source_id": "E2319", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally. The company operates through Biotechnology, Life Sciences, and Diagnostics segments. The Biotechnology s...", "gross_margin": "57.64%", "health_score": "49.00", "market_cap": "$134.61B", "name": "Danaher Corporation", "net_margin": "13.89%", "pe_ratio": "33.62", "revenue_growth_qoq": "5.28%", "revenue_growth_yoy": "4.56%", "revenue_scale": "$25.11B", "roic": "5.55%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/dhr/", "ticker": "DHR", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "44.44" }, "grade_cap_reason": null, "inferences": [ "Relative move of +8.7% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 179.14 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "DHR", "timestamp": "2026-07-24T20:03:44+00:00", "price": 191.5, "previous_close": 192.5, "change": -1.0, "change_pct": -0.0051948051948051965, "change_5d_pct": -0.06049159456552655, "change_20d_pct": -0.008850508019492054, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/DHR?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "strong_bull_day", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_news", "event_news" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 0, "expectation_gap": 4, "price_action": 19, "price_confirmation": 4, "risk_reward": 4, "time_sensitivity": 4, "total": 75, "tradability": 4, "tradability_score": 9, "volume_confirmation": 17 }, "setup_type": "long_research", "source_ids": [ "E0084", "E0852", "E0853", "E0854", "E0855", "E0856", "E0857", "E2319" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "DHR", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Medpace Holdings主要经营实验室检测、生命科学仪器、试剂、CRO服务、基因测序或分析工具。行业地位：Medpace Holdings是生命科学工具与诊断赛道的重要参与者，可比/竞争公司包括Danaher、IDEXX Laboratories、IQVIA Holdings、Natera。关键变量主要是科研预算、制药研发支出、检测量、仪器更新、耗材拉动和中国市场需求。", "core_catalyst": "Why Medpace Holdings (MEDP) Is Up 11.8% After Raising 2026 Guidance And Expanding Backlog", "evidence_summary": "MEDP moved +14.7% in the latest session, +15.9% relative to benchmark, with volume at 3.5x its 20-day average. Reliable catalyst source: E1938.", "facts": [ { "claim": "MEDP moved +14.7% in the latest session, +15.9% relative to benchmark, with volume at 3.5x its 20-day average.", "source_id": "E0396", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Why Medpace Holdings (MEDP) Is Up 11.8% After Raising 2026 Guidance And Expanding Backlog", "source_id": "E1938", "timestamp": "2026-07-25T08:13:46+00:00" }, { "claim": "Truist Raises Price Target on Medpace Holdings to $609 From $462, Keeps Hold Rating", "source_id": "E1939", "timestamp": "2026-07-24T11:53:04+00:00" }, { "claim": "RBC Raises Price Target on Medpace Holdings to $692 From $484, Keeps Outperform Rating", "source_id": "E1940", "timestamp": "2026-07-24T11:29:45+00:00" }, { "claim": "Medpace Holdings, Inc. (MEDP) Hit a 52 Week High, Can the Run Continue?", "source_id": "E1941", "timestamp": "2026-07-24T13:15:03+00:00" }, { "claim": "MEDP matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.73; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E1942", "timestamp": "2026-07-27T13:12:09.655463+00:00" }, { "claim": "MEDP fundamentals snapshot: PE n/a; market cap/assets $12.29B; revenue scale n/a; revenue QoQ n/a; revenue YoY n/a; gross margin n/a; net margin n/a; ROIC n/a.", "source_id": "E2320", "timestamp": "2026-07-27T13:12:31.132503+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "", "gross_margin": null, "health_score": null, "market_cap": "$12.29B", "name": "Medpace Holdings, Inc.", "net_margin": null, "pe_ratio": null, "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": null, "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "MEDP", "timestamp": "2026-07-27T13:12:31.132503+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +15.9% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 528.12 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "MEDP", "timestamp": "2026-07-24T20:00:01+00:00", "price": 601.38, "previous_close": 605.82, "change": -4.440000000000055, "change_pct": -0.007328909577102194, "change_5d_pct": 0.11836799479873705, "change_20d_pct": 0.15658891950663367, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/MEDP?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "regular_open_gap_up_gt_7pct", "breakout_20d", "gap_fade", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_news", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 3, "expectation_gap": 3, "price_action": 20, "price_confirmation": 5, "risk_reward": 3, "time_sensitivity": 5, "total": 74, "tradability": 3, "tradability_score": 7, "volume_confirmation": 21 }, "setup_type": "long_research", "source_ids": [ "E0396", "E1938", "E1939", "E1940", "E1941", "E1942", "E2320" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "MEDP", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Thermo Fisher 向科研机构、药企、医院和工业客户提供实验室仪器、试剂耗材、生命科学工具、诊断产品和药物研发生产服务。行业地位：全球生命科学工具和实验室服务龙头之一，变量是生物医药研发预算、仪器更新周期和制药外包需求。", "core_catalyst": "SEC 8-K filing: 8-K 2026-07-23", "evidence_summary": "TMO moved +8.7% in the latest session, +9.9% relative to benchmark, with volume at 2.7x its 20-day average. Reliable catalyst source: E0732.", "facts": [ { "claim": "TMO moved +8.7% in the latest session, +9.9% relative to benchmark, with volume at 2.7x its 20-day average.", "source_id": "E0056", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E0732", "timestamp": "2026-07-23T10:04:03+00:00" }, { "claim": "Piper Sandler Adjusts Price Target on Thermo Fisher Scientific to $600 From $510, Maintains Neutral Rating", "source_id": "E0733", "timestamp": "2026-07-27T13:02:24+00:00" }, { "claim": "Thermo Fisher Scientific's Strong Q2 Not Enough to 'Meaningfully' Change H2 Outlook, RBC Says", "source_id": "E0734", "timestamp": "2026-07-24T16:52:48+00:00" }, { "claim": "Thermo Fisher Scientific Presents End-to-End Diagnostic and Lab Solutions Addressing Unmet Clinical Needs at ADLM 2026", "source_id": "E0735", "timestamp": "2026-07-27T12:30:00+00:00" }, { "claim": "TMO Q2 Deep Dive: Broad-Based End Market Growth and Strategic Portfolio Moves", "source_id": "E0736", "timestamp": "2026-07-24T14:09:08+00:00" }, { "claim": "TMO matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.55; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E0737", "timestamp": "2026-07-27T13:12:09.585862+00:00" }, { "claim": "TMO fundamentals snapshot: PE 30.26; market cap/assets $211.18B; revenue scale $46.34B; revenue QoQ 8.99%; revenue YoY 7.23%; gross margin 41.21%; net margin 14.47%; ROIC 7.24%; engine score health 50.00 / valuation 50.00.", "source_id": "E2321", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services internationally. It operates through four segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostic...", "gross_margin": "41.21%", "health_score": "50.00", "market_cap": "$211.18B", "name": "Thermo Fisher Scientific Inc.", "net_margin": "14.47%", "pe_ratio": "30.26", "revenue_growth_qoq": "8.99%", "revenue_growth_yoy": "7.23%", "revenue_scale": "$46.34B", "roic": "7.24%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/tmo/", "ticker": "TMO", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "50.00" }, "grade_cap_reason": null, "inferences": [ "Relative move of +9.9% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 526.46 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "TMO", "timestamp": "2026-07-24T20:00:02+00:00", "price": 568.26, "previous_close": 572.32, "change": -4.060000000000059, "change_pct": -0.007093933463796609, "change_5d_pct": 0.06719505116371205, "change_20d_pct": 0.12359861591695509, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/TMO?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "regular_open_gap_up_gt_7pct", "breakout_20d", "gap_fade", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_news", "event_news", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 1, "expectation_gap": 4, "price_action": 19, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 74, "tradability": 4, "tradability_score": 9, "volume_confirmation": 20 }, "setup_type": "long_research", "source_ids": [ "E0056", "E0732", "E0733", "E0734", "E0735", "E0736", "E0737", "E2321" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "TMO", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "B", "business_summary": "业务：Huntington Bancshares主要经营区域性存贷款、商业贷款、财富管理和支付服务，收入主要来自净利息收入与本地客户关系。行业地位：Huntington Bancshares是区域银行赛道的重要公司，可比/竞争公司包括HDFC Bank、Mizuho Financial Group、Itaú Unibanco Holding、ICICI Bank。关键变量主要是存款成本、商业地产敞口、净息差、贷款增长、信贷成本和监管资本。", "core_catalyst": "Here Are Monday’s Top Wall Street Analyst Research Calls: Alphabet, Clean Harbors, Ford, Huntington Bancshares, Rivian, Rocket Lab, Terawulf, Vale, Warner Bros. Discovery, and More", "evidence_summary": "HBAN moved -4.8% in the latest session, -3.5% relative to benchmark, with volume at 3.2x its 20-day average. Reliable catalyst source: E1548.", "facts": [ { "claim": "HBAN moved -4.8% in the latest session, -3.5% relative to benchmark, with volume at 3.2x its 20-day average.", "source_id": "E0273", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Here Are Monday’s Top Wall Street Analyst Research Calls: Alphabet, Clean Harbors, Ford, Huntington Bancshares, Rivian, Rocket Lab, Terawulf, Vale, Warner Bros. Discovery, and More", "source_id": "E1548", "timestamp": "2026-07-27T11:46:37+00:00" }, { "claim": "BofA Securities Downgrades Huntington Bancshares to Neutral From Buy, Price Target is $18.50", "source_id": "E1549", "timestamp": "2026-07-27T11:46:11+00:00" }, { "claim": "Autonomous Research Adjusts Price Target on Huntington Bancshares to $18 From $19, Maintains Outperform Rating", "source_id": "E1550", "timestamp": "2026-07-24T13:15:55+00:00" }, { "claim": "Stephens Adjusts Price Target on Huntington Bancshares to $19 From $20, Maintains Equalweight Rating", "source_id": "E1551", "timestamp": "2026-07-24T11:46:50+00:00" }, { "claim": "HBAN fundamentals snapshot: PE 15.95; market cap/assets $35.19B; revenue scale $13.27B; revenue QoQ 16.05%; revenue YoY 9.70%; gross margin 64.09%; net margin 13.88%; ROIC 0.94%; engine score health 64.29 / valuation 57.14.", "source_id": "E2322", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Huntington Bancshares Incorporated operates as the bank holding company for The Huntington National Bank that provides commercial, consumer, and mortgage banking services. It offers financial products and services to consumer and business customers, including deposits, lending,...", "gross_margin": "64.09%", "health_score": "64.29", "market_cap": "$35.19B", "name": "Huntington Bancshares Incorporated", "net_margin": "13.88%", "pe_ratio": "15.95", "revenue_growth_qoq": "16.05%", "revenue_growth_yoy": "9.70%", "revenue_scale": "$13.27B", "roic": "0.94%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/hban/", "ticker": "HBAN", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "57.14" }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -3.5% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 18.27 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "HBAN", "timestamp": "2026-07-24T20:00:01+00:00", "price": 17.36, "previous_close": 17.400002, "change": -0.0400020000000012, "change_pct": -0.0022989652529925575, "change_5d_pct": -0.0487671232876713, "change_20d_pct": -0.030167577097111264, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/HBAN?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "event_news", "catalyst_geopolitics", "event_news", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_news", "catalyst_analyst" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 1, "expectation_gap": 4, "price_action": 10, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 71, "tradability": 4, "tradability_score": 9, "volume_confirmation": 22 }, "setup_type": "hedge_review", "source_ids": [ "E0273", "E1548", "E1549", "E1550", "E1551", "E2322" ], "stage": "reversal_risk", "theme": "geopolitical risk", "ticker": "HBAN", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Cleveland-Cliffs主要经营铁矿石、炼钢、汽车钢和扁平钢产品，客户集中在北美制造和汽车行业。行业地位：Cleveland-Cliffs是钢铁赛道的重要参与者，可比/竞争公司包括ArcelorMittal、Reliance Steel & Aluminum、Gerdau、Commercial Metals。关键变量主要是钢价、铁矿石和废钢成本、汽车与基建需求、贸易关税、产能纪律和库存周期。", "core_catalyst": "Why Cleveland-Cliffs Stock Jumped Despite Its Latest Quarterly Loss", "evidence_summary": "CLF moved +16.0% in the latest session, +17.2% relative to benchmark, with volume at 3.4x its 20-day average. Reliable catalyst source: E2200.", "facts": [ { "claim": "CLF moved +16.0% in the latest session, +17.2% relative to benchmark, with volume at 3.4x its 20-day average.", "source_id": "E0507", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Why Cleveland-Cliffs Stock Jumped Despite Its Latest Quarterly Loss", "source_id": "E2200", "timestamp": "2026-07-27T09:14:20+00:00" }, { "claim": "Cleveland Cliffs (CLF) Promotes Celso Goncalves After Strong Q2 And Upbeat Outlook", "source_id": "E2201", "timestamp": "2026-07-24T19:12:14+00:00" }, { "claim": "CLF Q2 Earnings and Sales Beat Estimates on Higher Steel Pricing", "source_id": "E2202", "timestamp": "2026-07-24T15:47:00+00:00" }, { "claim": "Why Fast-paced Mover Cleveland-Cliffs (CLF) Is a Great Choice for Value Investors", "source_id": "E2203", "timestamp": "2026-07-24T12:55:02+00:00" }, { "claim": "CLF matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.72; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E2204", "timestamp": "2026-07-27T13:12:09.803181+00:00" }, { "claim": "CLF fundamentals snapshot: PE n/a; market cap/assets $6.07B; revenue scale n/a; revenue QoQ n/a; revenue YoY n/a; gross margin n/a; net margin n/a; ROIC n/a.", "source_id": "E2323", "timestamp": "2026-07-27T13:12:31.809693+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "", "gross_margin": null, "health_score": null, "market_cap": "$6.07B", "name": "Cleveland-Cliffs Inc.", "net_margin": null, "pe_ratio": null, "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": null, "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "CLF", "timestamp": "2026-07-27T13:12:31.809693+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +17.2% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 9.45 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "CLF", "timestamp": "2026-07-24T20:00:03+00:00", "price": 11.93, "previous_close": 10.96, "change": 0.9699999999999989, "change_pct": 0.08850364963503643, "change_5d_pct": 0.2855603818191441, "change_20d_pct": 0.10873603589502423, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/CLF?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "regular_open_gap_up_gt_7pct", "gap_fade", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_news", "ross_public_momo_watch" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 3, "expectation_gap": 3, "price_action": 16, "price_confirmation": 5, "risk_reward": 3, "time_sensitivity": 5, "total": 70, "tradability": 3, "tradability_score": 7, "volume_confirmation": 21 }, "setup_type": "long_research", "source_ids": [ "E0507", "E2200", "E2201", "E2202", "E2203", "E2204", "E2323" ], "stage": "fresh", "theme": "Ross public momentum watch", "ticker": "CLF", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "B", "business_summary": "业务：argenx 研发并销售用于自身免疫疾病的抗体药物，核心商业产品围绕 FcRn 机制，已进入重症肌无力等领域，并继续拓展更多适应症。客户链条包括医院、专科医生、医保支付方和分销体系，回款来自已上市药物销售以及部分合作安排。关键资产是 Vyvgart 系列、FcRn 机制的临床数据、全球注册与商业团队以及后续免疫管线。行业地位：argenx 在 FcRn 赛道建立了先发优势，临床扩适应症和给药便利性决定了它能否继续放大份额。竞争对手包括 UCB、Alexion 以及其他布局自身免疫罕见病的生物药公司，关键经营变量是适应症获批进度、支付覆盖、医生采用速度、皮下制剂渗透率和临床试验读出。", "core_catalyst": "Forte Biosciences Agrees to Be Acquired by Argenx in $2.2 Billion Deal", "evidence_summary": "ARGX moved +8.6% in the latest session, +9.8% relative to benchmark, with volume at 1.9x its 20-day average. Reliable catalyst source: E1248.", "facts": [ { "claim": "ARGX moved +8.6% in the latest session, +9.8% relative to benchmark, with volume at 1.9x its 20-day average.", "source_id": "E0188", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Forte Biosciences Agrees to Be Acquired by Argenx in $2.2 Billion Deal", "source_id": "E1248", "timestamp": "2026-07-27T10:56:25+00:00" }, { "claim": "Forte Biosciences shares jump after $2.2 billion takeover agreement with argenx", "source_id": "E1249", "timestamp": "2026-07-27T10:47:12+00:00" }, { "claim": "Argenx agrees $2.2 billion acquisition of Forte Biosciences to strengthen autoimmune drug pipeline", "source_id": "E1250", "timestamp": "2026-07-27T10:46:13+00:00" }, { "claim": "FBRX Stock On Track For Highest Levels In Over 4.5 Years As ArgenX Scoops Up Autoimmune Drug Maker", "source_id": "E1251", "timestamp": "2026-07-27T11:12:01+00:00" }, { "claim": "ARGX fundamentals snapshot: PE 33.40; market cap/assets $49.18B; revenue scale $5.32B; revenue QoQ n/a; revenue YoY n/a; gross margin n/a; net margin n/a; ROIC n/a.", "source_id": "E2324", "timestamp": "2026-07-27T13:12:33.113968+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "argenx SE, a commercial-stage biopharma company, develops various therapies for the treatment of autoimmune diseases in the United States, Japan, China, the Netherlands, and internationally. The company offers VYVGART for the treatment of gMG and immune thrombocytopenia (ITP), a...", "gross_margin": null, "health_score": null, "market_cap": "$49.18B", "name": "argenx SE", "net_margin": null, "pe_ratio": "33.40", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$5.32B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/argx/", "ticker": "ARGX", "timestamp": "2026-07-27T13:12:33.113968+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +9.8% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 851.72 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "ARGX", "timestamp": "2026-07-24T20:00:01+00:00", "price": 918.22, "previous_close": 924.6, "change": -6.3799999999999955, "change_pct": -0.006900281202682268, "change_5d_pct": 0.0670152960607624, "change_20d_pct": 0.033275164320661244, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/ARGX?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "volume_surge", "strong_bull_day", "event_news", "catalyst_regulatory_policy", "event_news", "catalyst_regulatory_policy", "event_news", "catalyst_regulatory_policy", "event_news" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 1, "expectation_gap": 4, "price_action": 19, "price_confirmation": 3, "risk_reward": 4, "time_sensitivity": 3, "total": 70, "tradability": 3, "tradability_score": 7, "volume_confirmation": 14 }, "setup_type": "hedge_review", "source_ids": [ "E0188", "E1248", "E1249", "E1250", "E1251", "E2324" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "ARGX", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "B", "business_summary": "业务：联合太平洋运营美国西部大型铁路网络，运输化工品、工业品、汽车、农产品、煤炭、矿物、能源产品和集装箱货物。收入来自货运费、燃油附加费、终端服务和多式联运合作，客户包括制造商、农产品贸易商、能源公司、汽车企业、港口、卡车运输商和零售供应链。行业地位：联合太平洋是北美西部铁路寡头之一，线路网络和服务可靠性构成壁垒。影响经营和股价的变量包括货运量、服务准点率、劳动力效率、燃油成本、煤炭和工业周期、多式联运价格竞争、港口和跨境贸易流量、监管环境以及运营比率改善。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "UNP moved +4.0% in the latest session, +5.3% relative to benchmark, with volume at 2.6x its 20-day average. Reliable catalyst source: E0761.", "facts": [ { "claim": "UNP moved +4.0% in the latest session, +5.3% relative to benchmark, with volume at 2.6x its 20-day average.", "source_id": "E0062", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0761", "timestamp": "2026-07-23T19:48:16+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E0762", "timestamp": "2026-07-23T11:46:39+00:00" }, { "claim": "Union Pacific's CN Agreement Strengthens Deal Case After Strong Q2, RBC Says", "source_id": "E0763", "timestamp": "2026-07-24T17:10:45+00:00" }, { "claim": "Baird Adjusts Union Pacific Price Target to $344 From $311", "source_id": "E0764", "timestamp": "2026-07-24T16:29:00+00:00" }, { "claim": "Union Pacific Wins CN Support for Norfolk Southern Deal With New Rail Access Agreement", "source_id": "E0765", "timestamp": "2026-07-24T14:36:44+00:00" }, { "claim": "UBS Adjusts Price Target on Union Pacific to $310 From $286, Maintains Neutral Rating", "source_id": "E0766", "timestamp": "2026-07-24T13:25:02+00:00" }, { "claim": "UNP matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.40; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E0767", "timestamp": "2026-07-27T13:12:09.587449+00:00" }, { "claim": "UNP fundamentals snapshot: PE 24.90; market cap/assets $182.53B; revenue scale $25.41B; revenue QoQ 10.41%; revenue YoY 4.17%; gross margin 45.53%; net margin 29.04%; ROIC 14.25%; engine score health 48.12 / valuation 55.56.", "source_id": "E2325", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grai...", "gross_margin": "45.53%", "health_score": "48.12", "market_cap": "$182.53B", "name": "Union Pacific Corporation", "net_margin": "29.04%", "pe_ratio": "24.90", "revenue_growth_qoq": "10.41%", "revenue_growth_yoy": "4.17%", "revenue_scale": "$25.41B", "roic": "14.25%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/unp/", "ticker": "UNP", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "55.56" }, "grade_cap_reason": null, "inferences": [ "Relative move of +5.3% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 292.56 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "UNP", "timestamp": "2026-07-24T20:00:02+00:00", "price": 307.32, "previous_close": 304.33, "change": 2.990000000000009, "change_pct": 0.009824861170439902, "change_5d_pct": 0.018458989229494627, "change_20d_pct": 0.1478728098797022, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/UNP?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakout_20d", "gap_fade", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_contract_order", "event_news", "catalyst_analyst", "event_news", "catalyst_contract_order", "event_news", "catalyst_analyst", "ross_public_momo_watch" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 0, "expectation_gap": 4, "price_action": 13, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 68, "tradability": 4, "tradability_score": 9, "volume_confirmation": 20 }, "setup_type": "hedge_review", "source_ids": [ "E0062", "E0761", "E0762", "E0763", "E0764", "E0765", "E0766", "E0767", "E2325" ], "stage": "expanding", "theme": "Ross public momentum watch", "ticker": "UNP", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Molina Healthcare主要经营商业医保、政府医保管理、药房福利、医疗服务网络和健康管理业务。行业地位：Molina Healthcare是医保与管理式医疗赛道的重要参与者，可比/竞争公司包括CVS Health、Elevance Health、Cigna、Centene。关键变量主要是医疗成本率、政府费率、会员增长、药品成本、监管政策和垂直整合。", "core_catalyst": "Molina Healthcare (MOH) Plans Big 2027 ACA Pullback After Profit Pressure", "evidence_summary": "MOH moved -9.7% in the latest session, -8.4% relative to benchmark, with volume at 1.9x its 20-day average. Reliable catalyst source: E2073.", "facts": [ { "claim": "MOH moved -9.7% in the latest session, -8.4% relative to benchmark, with volume at 1.9x its 20-day average.", "source_id": "E0437", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Molina Healthcare (MOH) Plans Big 2027 ACA Pullback After Profit Pressure", "source_id": "E2073", "timestamp": "2026-07-25T10:06:48+00:00" }, { "claim": "Deutsche Bank Adjusts Molina Healthcare Price Target to $147 From $129, Maintains Hold Rating", "source_id": "E2074", "timestamp": "2026-07-24T12:51:33+00:00" }, { "claim": "Molina Healthcare Facing Marketplace, Medicaid Headwinds, RBC Says", "source_id": "E2075", "timestamp": "2026-07-24T16:18:11+00:00" }, { "claim": "Are Investors Undervaluing Molina Healthcare (MOH) Right Now?", "source_id": "E2076", "timestamp": "2026-07-24T13:40:02+00:00" }, { "claim": "MOH fundamentals snapshot: PE n/a; market cap/assets $10.01B; revenue scale $42.47B; revenue QoQ n/a; revenue YoY n/a; gross margin n/a; net margin n/a; ROIC n/a.", "source_id": "E2326", "timestamp": "2026-07-27T13:12:34.669319+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States. It operates in four segments: Medicaid, Medicare, Marketplace, and Othe...", "gross_margin": null, "health_score": null, "market_cap": "$10.01B", "name": "Molina Healthcare, Inc.", "net_margin": null, "pe_ratio": null, "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$42.47B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/moh/", "ticker": "MOH", "timestamp": "2026-07-27T13:12:34.669319+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -8.4% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 221.74 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading downside repricing with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "MOH", "timestamp": "2026-07-24T20:00:02+00:00", "price": 197.55, "previous_close": 200.29, "change": -2.7399999999999807, "change_pct": -0.013680163762544217, "change_5d_pct": -0.12344143284345233, "change_20d_pct": -0.08558597417490121, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/MOH?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "volume_surge", "event_earnings", "catalyst_earnings", "event_news", "catalyst_analyst", "event_news", "event_news" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 3, "price_action": 16, "price_confirmation": 3, "risk_reward": 2, "time_sensitivity": 3, "total": 68, "tradability": 3, "tradability_score": 7, "volume_confirmation": 15 }, "setup_type": "short_avoid", "source_ids": [ "E0437", "E2073", "E2074", "E2075", "E2076", "E2326" ], "stage": "reversal_risk", "theme": "earnings reaction", "ticker": "MOH", "trading_hypothesis": "Research path: verify whether the negative catalyst changes forward demand, margin, or multiple assumptions." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Southwest Airlines主要经营美国低成本航空客运，收入来自机票、忠诚度和附加服务。行业地位：Southwest Airlines是航空与机场服务赛道的重要参与者，可比/竞争公司包括Delta Air Lines、United Airlines Holdings、Ryanair Holdings、LATAM Airlines Group。关键变量主要是客运需求、燃油价格、运力纪律、票价、机场客流、劳动力成本和安全监管。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "LUV moved -6.2% in the latest session, -5.0% relative to benchmark, with volume at 2.0x its 20-day average. Reliable catalyst source: E1715.", "facts": [ { "claim": "LUV moved -6.2% in the latest session, -5.0% relative to benchmark, with volume at 2.0x its 20-day average.", "source_id": "E0318", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E1715", "timestamp": "2026-07-23T20:11:50+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "source_id": "E1716", "timestamp": "2026-07-22T20:05:41+00:00" }, { "claim": "Jefferies Cuts Price Target on Southwest Airlines to $46 From $50, Maintains Hold Rating", "source_id": "E1717", "timestamp": "2026-07-27T11:06:08+00:00" }, { "claim": "Southwest Airlines CEO warns rising fuel costs will dampen EPS", "source_id": "E1718", "timestamp": "2026-07-26T14:07:00+00:00" }, { "claim": "CSX Corporation (CSX) and Knight-Swift Transportation Holdings Inc. (KNX) Show the Freight Cycle Is Turning. Southwest Airlines Co. (LUV) Shows Fuel Costs Still Hurt Airlines.", "source_id": "E1719", "timestamp": "2026-07-26T09:23:37+00:00" }, { "claim": "Southwest Airlines (LUV) Stock Looks Fairly Priced After A 43% Run", "source_id": "E1720", "timestamp": "2026-07-26T00:15:52+00:00" }, { "claim": "LUV fundamentals snapshot: PE 26.35; market cap/assets $22.05B; revenue scale $30.07B; revenue QoQ 16.33%; revenue YoY 9.47%; gross margin 177.33%; net margin 2.76%; ROIC 3.46%; engine score health 34.16 / valuation 66.67.", "source_id": "E2327", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Southwest Airlines Co. operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally. It also provides Rapid Rewards loyalty program; SWABIZ, an online booking tool; and inflight entertainment platform that i...", "gross_margin": "177.33%", "health_score": "34.16", "market_cap": "$22.05B", "name": "Southwest Airlines Co.", "net_margin": "2.76%", "pe_ratio": "26.35", "revenue_growth_qoq": "16.33%", "revenue_growth_yoy": "9.47%", "revenue_scale": "$30.07B", "roic": "3.46%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/luv/", "ticker": "LUV", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "66.67" }, "grade_cap_reason": null, "inferences": [ "Relative move of -5.0% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 47.66 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading downside repricing with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "LUV", "timestamp": "2026-07-24T20:00:02+00:00", "price": 45.08, "previous_close": 44.71, "change": 0.36999999999999744, "change_pct": 0.00827555356743459, "change_5d_pct": -0.0623960423628146, "change_20d_pct": -0.13457477696397413, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/LUV?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_news", "event_news" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 0, "expectation_gap": 3, "price_action": 16, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 68, "tradability": 3, "tradability_score": 7, "volume_confirmation": 15 }, "setup_type": "short_avoid", "source_ids": [ "E0318", "E1715", "E1716", "E1717", "E1718", "E1719", "E1720", "E2327" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "LUV", "trading_hypothesis": "Research path: verify whether the negative catalyst changes forward demand, margin, or multiple assumptions." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Deckers Outdoor主要经营HOKA、UGG等鞋履和生活方式品牌，收入来自批发、电商和直营零售渠道。行业地位：Deckers Outdoor是运动鞋服与配饰赛道的重要参与者，可比/竞争公司包括耐克。关键变量主要是品牌热度、渠道库存、直营占比、毛利率、区域消费景气和新品周期。", "core_catalyst": "SEC 8-K filing: 8-K 2026-07-23", "evidence_summary": "DECK moved -6.1% in the latest session, -4.9% relative to benchmark, with volume at 2.2x its 20-day average. Reliable catalyst source: E1858.", "facts": [ { "claim": "DECK moved -6.1% in the latest session, -4.9% relative to benchmark, with volume at 2.2x its 20-day average.", "source_id": "E0365", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E1858", "timestamp": "2026-07-23T20:07:23+00:00" }, { "claim": "Deckers Stock Down 6% Despite Q1 Earnings Beat, FY'27 Outlook Raised", "source_id": "E1859", "timestamp": "2026-07-24T13:11:00+00:00" }, { "claim": "BofA Adjusts Price Target on Deckers Outdoor to $105 From $115", "source_id": "E1860", "timestamp": "2026-07-24T12:47:36+00:00" }, { "claim": "Deckers Brands hits historic $1bn Q1 sales driven by HOKA, UGG", "source_id": "E1861", "timestamp": "2026-07-27T11:27:34+00:00" }, { "claim": "Deckers Offers 'Exceptional' Value, UBS Says", "source_id": "E1862", "timestamp": "2026-07-24T17:57:55+00:00" }, { "claim": "DECK fundamentals snapshot: PE 13.25; market cap/assets $13.44B; revenue scale $5.52B; revenue QoQ -8.49%; revenue YoY 7.75%; gross margin 56.41%; net margin 12.75%; ROIC 32.25%; engine score health 74.07 / valuation 89.47.", "source_id": "E2328", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. The company offers premium footwear, apparel, and...", "gross_margin": "56.41%", "health_score": "74.07", "market_cap": "$13.44B", "name": "Deckers Outdoor Corporation", "net_margin": "12.75%", "pe_ratio": "13.25", "revenue_growth_qoq": "-8.49%", "revenue_growth_yoy": "7.75%", "revenue_scale": "$5.52B", "roic": "32.25%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/deck/", "ticker": "DECK", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "89.47" }, "grade_cap_reason": null, "inferences": [ "Relative move of -4.9% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 102.47 and the next reliable source contradicts the negative catalyst.", "market_is_trading": "The market is trading downside repricing with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "DECK", "timestamp": "2026-07-24T20:00:02+00:00", "price": 96.04, "previous_close": 96.23, "change": -0.18999999999999773, "change_pct": -0.001974436246492739, "change_5d_pct": -0.09813126184055321, "change_20d_pct": -0.06384634537189704, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/DECK?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "volume_surge", "near_local_low", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_earnings", "catalyst_earnings", "event_news", "catalyst_analyst", "event_news", "event_news" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 3, "price_action": 15, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 68, "tradability": 3, "tradability_score": 7, "volume_confirmation": 16 }, "setup_type": "short_avoid", "source_ids": [ "E0365", "E1858", "E1859", "E1860", "E1861", "E1862", "E2328" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "DECK", "trading_hypothesis": "Research path: verify whether the negative catalyst changes forward demand, margin, or multiple assumptions." }, { "action_label": "Review Hedge", "action_type": "macro", "attention_grade": "B", "business_summary": "业务：USO 是一只原油相关 ETF，主要用期货合约表达 WTI 原油价格敞口。行业地位：用作市场、板块或宏观风险敞口的交易工具。", "core_catalyst": "Oil Falls Off a Six-Week High Even as Middle East Fighting Continues", "evidence_summary": "USO moved +5.9% in the latest session, +7.2% relative to benchmark, with volume at 2.0x its 20-day average. Reliable catalyst source: E0553.", "facts": [ { "claim": "USO moved +5.9% in the latest session, +7.2% relative to benchmark, with volume at 2.0x its 20-day average.", "source_id": "E0007", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Oil Falls Off a Six-Week High Even as Middle East Fighting Continues", "source_id": "E0553", "timestamp": "2026-07-24T13:35:46+00:00" }, { "claim": "The Zacks Analyst Blog Highlights BNO, USO, XLE, IEO, OIH, and DBO", "source_id": "E0554", "timestamp": "2026-07-24T11:01:00+00:00" }, { "claim": "Update: WTI Oil Jumps as US-Iran Conflict, Houthi Attacks Escalate Supply Fears", "source_id": "E0555", "timestamp": "2026-07-23T18:49:45+00:00" }, { "claim": "Oil Jumps as US-Iran Conflict, Houthi Attacks Escalate Supply Fears", "source_id": "E0556", "timestamp": "2026-07-23T12:46:50+00:00" }, { "claim": "USO matched the public Ross momentum watch adapter: Ross public momentum watch candidate; watch score 0.34; flags ross_public_scaffold_not_validated_alpha.", "source_id": "E0557", "timestamp": "2026-07-27T13:12:09.566671+00:00" }, { "claim": "USO fundamentals snapshot: PE n/a; market cap/assets $2.33B; revenue scale n/a; revenue QoQ n/a; revenue YoY n/a; gross margin n/a; net margin n/a; ROIC n/a.", "source_id": "E2329", "timestamp": "2026-07-27T13:12:36.586811+00:00" } ], "fundamentals": { "asset_type": "etf", "business_summary": "The United States Oil Fund LP (USO) is an exchange-traded fund that is based on the Front Month Light Sweet Crude Oil index. The fund holds predominantly short-term NYMEX futures contracts on WTI crude oil. USO was launched on Apr 10, 2006 and is issued by Marygold.", "gross_margin": null, "health_score": null, "market_cap": "$2.33B", "name": "United States Oil Fund", "net_margin": null, "pe_ratio": "n/a", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": null, "roic": null, "source_ref": "https://stockanalysis.com/etf/uso/", "ticker": "USO", "timestamp": "2026-07-27T13:12:36.586811+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +7.2% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 131.68 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading rising risk sensitivity rather than a single-name upside thesis.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window.", "Compare VIX curve, credit ETF behavior, and index breadth before selecting hedge tooling." ], "realtime_quote": { "ticker": "USO", "timestamp": "2026-07-24T20:00:00+00:00", "price": 136.69, "previous_close": 139.49, "change": -2.8000000000000114, "change_pct": -0.02007312352139945, "change_5d_pct": 0.1026944256981841, "change_20d_pct": 0.25048031335587284, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/USO?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakout_20d", "gap_fade", "event_news", "catalyst_geopolitics", "event_news", "catalyst_analyst", "event_news", "catalyst_geopolitics", "event_news", "catalyst_geopolitics", "ross_public_momo_watch" ], "risk_summary": "Hedge products can decay or gap; review structure before expression.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 2, "expectation_gap": 2, "price_action": 15, "price_confirmation": 5, "risk_reward": 3, "time_sensitivity": 5, "total": 67, "tradability": 4, "tradability_score": 9, "volume_confirmation": 17 }, "setup_type": "hedge_review", "source_ids": [ "E0007", "E0553", "E0554", "E0555", "E0556", "E0557", "E2329" ], "stage": "fresh", "theme": "macro hedge and risk proxy", "ticker": "USO", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "B", "business_summary": "业务：Norfolk Southern主要经营铁路货运网络、机车车辆或铁路设备服务，承运工业品、煤炭、粮食、汽车和多式联运货物。行业地位：Norfolk Southern是铁路运输赛道的核心公司，可比/竞争公司包括CSX、Canadian Pacific Kansas City、Canadian National Railway、Westinghouse Air Brake Technologies。关键变量主要是货量、价格、服务水平、燃油成本、劳资协议、监管和北美工业活动。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "NSC moved +5.3% in the latest session, +6.6% relative to benchmark, with volume at 2.9x its 20-day average. Reliable catalyst source: E1066.", "facts": [ { "claim": "NSC moved +5.3% in the latest session, +6.6% relative to benchmark, with volume at 2.9x its 20-day average.", "source_id": "E0140", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E1066", "timestamp": "2026-07-23T15:34:28+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "source_id": "E1067", "timestamp": "2026-07-23T12:20:13+00:00" }, { "claim": "BMO Capital Adjusts Price Target on Norfolk Southern to $355 From $310, Maintains Market Perform Rating", "source_id": "E1068", "timestamp": "2026-07-27T12:49:40+00:00" }, { "claim": "Norfolk Southern's Q2 Beat Driven by Revenue, Margin Strength, RBC Says", "source_id": "E1069", "timestamp": "2026-07-24T16:27:51+00:00" }, { "claim": "Union Pacific Wins CN Support for Norfolk Southern Deal With New Rail Access Agreement", "source_id": "E1070", "timestamp": "2026-07-24T14:36:44+00:00" }, { "claim": "Wells Fargo Adjusts Price Target on Norfolk Southern to $385 From $365, Maintains Overweight Rating", "source_id": "E1071", "timestamp": "2026-07-24T12:54:07+00:00" }, { "claim": "NSC fundamentals snapshot: PE 29.88; market cap/assets $78.76B; revenue scale $12.54B; revenue QoQ 15.58%; revenue YoY 2.97%; gross margin 66.84%; net margin 21.18%; ROIC 8.79%; engine score health 27.30 / valuation 44.44.", "source_id": "E2330", "timestamp": "2026-07-24T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Norfolk Southern Corporation, together with its subsidiaries, engages in the rail transportation of raw materials, intermediate products, and finished goods in the United States. The company transports agriculture, forest, and consumer products comprising soybeans, wheat, corn,...", "gross_margin": "66.84%", "health_score": "27.30", "market_cap": "$78.76B", "name": "Norfolk Southern Corporation", "net_margin": "21.18%", "pe_ratio": "29.88", "revenue_growth_qoq": "15.58%", "revenue_growth_yoy": "2.97%", "revenue_scale": "$12.54B", "roic": "8.79%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/nsc/", "ticker": "NSC", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "44.44" }, "grade_cap_reason": null, "inferences": [ "Relative move of +6.6% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 330.94 or volume falls back below 1.3x the 20-day average without new evidence.", "market_is_trading": "The market is trading upside re-rating with volume confirmation.", "needs_verification": [ "Check peer and sector confirmation before promoting the setup.", "Check whether the latest move holds through the next liquidity window." ], "realtime_quote": { "ticker": "NSC", "timestamp": "2026-07-24T20:01:20+00:00", "price": 350.66, "previous_close": 348.55, "change": 2.1100000000000136, "change_pct": 0.0060536508391910715, "change_5d_pct": 0.030867815806824295, "change_20d_pct": 0.1236941701704608, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/NSC?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "volume_surge", "breakout_20d", "gap_fade", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_news", "catalyst_contract_order", "event_news", "catalyst_analyst" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 30, "catalyst_strength": 5, "crowding_risk": 0, "expectation_gap": 4, "price_action": 13, "price_confirmation": 5, "risk_reward": 4, "time_sensitivity": 5, "total": 65, "tradability": 3, "tradability_score": 7, "volume_confirmation": 19 }, "setup_type": "long_research", "source_ids": [ "E0140", "E1066", "E1067", "E1068", "E1069", "E1070", "E1071", "E2330" ], "stage": "fresh", "theme": "regulatory or policy catalyst", "ticker": "NSC", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." } ], "evidence": [ { "claim": "ETF regime snapshot: SPY -1.2%, QQQ -1.9%, IWM -0.6%, HYG -0.4%, TLT -0.3%, VIXY +5.1%.", "confidence": 0.93, "publisher": "Mock ETF Regime Feed", "raw_value": { "HYG": -0.003646881287726278, "IWM": -0.005786446100956577, "QQQ": -0.018983483377046806, "SPY": -0.012349312960757808, "TLT": -0.0032358581016298515, "VIXY": 0.05115830115830122 }, "source_id": "E0001", "source_type": "macro", "ticker": "MARKET", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "mock://regime/2026-07-23" }, { "claim": "TLT moved -0.3% in the latest session, +0.9% relative to benchmark, with volume at 1.3x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.003937018707707263, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.6206896551724239, "breakdown_20d": true, "breakout_20d": false, "close": 83.17, "close_location": 0.7241379310344946, "consecutive_down_days": 4, "consecutive_up_days": 0, "dollar_volume": 2424638376.0, "gap_pct": -0.005393096836049938, "high_52w_distance_pct": 0.09246122399903811, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.004832668841367793, "lower_wick_to_range": 0.10344827586207066, "previous_close": 83.44, "relative_return_1d": 0.009113454859127956, "relative_return_5d": 0.004353887006391166, "return_1d": -0.0032358581016298515, "return_1d_vs_avg_abs_20d": 0.8219056961286997, "return_5d": -0.012350077187982311, "ticker": "TLT", "upper_wick_to_range": 0.2758620689655054, "volume_ratio_20d": 1.2933921330269125 }, "source_id": "E0002", "source_type": "market_data", "ticker": "TLT", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/TLT/2026-07-23" }, { "claim": "HYG moved -0.4% in the latest session, +0.9% relative to benchmark, with volume at 1.8x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.0013476731746145053, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.22727272727271552, "breakdown_20d": true, "breakout_20d": false, "close": 79.23, "close_location": 0.36363636363635776, "consecutive_down_days": 3, "consecutive_up_days": 0, "dollar_volume": 4163869266.0, "gap_pct": -0.003018108651911433, "high_52w_distance_pct": 0.025116748706297987, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.008400152730049681, "lower_wick_to_range": 0.36363636363635776, "previous_close": 79.52, "relative_return_1d": 0.00870243167303153, "relative_return_5d": 0.009561107051516471, "return_1d": -0.003646881287726278, "return_1d_vs_avg_abs_20d": 2.7060576380244776, "return_5d": -0.0071428571428570065, "ticker": "HYG", "upper_wick_to_range": 0.4090909090909267, "volume_ratio_20d": 1.7803646051150142 }, "source_id": "E0003", "source_type": "market_data", "ticker": "HYG", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/HYG/2026-07-23" }, { "claim": "LQD moved -0.4% in the latest session, +0.9% relative to benchmark, with volume at 1.2x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", 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"raw_value": { "avg_abs_return_20d": 0.005653332249439929, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.12500000000000833, "breakdown_20d": false, "breakout_20d": false, "close": 14.64, "close_location": 0.12500000000000833, "consecutive_down_days": 0, "consecutive_up_days": 2, "dollar_volume": 4958568.0, "gap_pct": 0.00966850828729271, "high_52w_distance_pct": 0.2103825136612021, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.03316866619618919, "lower_wick_to_range": 0.0, "previous_close": 14.48, "relative_return_1d": 0.023399036717663857, "relative_return_5d": 0.03620257143671346, "return_1d": 0.011049723756906049, "return_1d_vs_avg_abs_20d": 1.9545505675879453, "return_5d": 0.019498607242339983, "ticker": "VIXM", "upper_wick_to_range": 0.8749999999999917, "volume_ratio_20d": 1.2790543985196654 }, "source_id": "E0011", "source_type": "market_data", "ticker": "VIXM", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/VIXM/2026-07-23" }, { "claim": "SMCI moved +2.1% in the latest session, +3.3% relative to benchmark, with volume at 1.9x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.041435938195478916, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.3609958506224065, "breakdown_20d": false, "breakout_20d": false, "close": 31.2, "close_location": 0.42323651452282074, "consecutive_down_days": 0, "consecutive_up_days": 3, "dollar_volume": 2707813680.0, "gap_pct": -0.007526178010471174, "high_52w_distance_pct": 0.6474358974358974, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.6016427104722792, "lower_wick_to_range": 0.06224066390041425, "previous_close": 30.56, "relative_return_1d": 0.03329172133772118, "relative_return_5d": 0.28088548769518373, "return_1d": 0.020942408376963373, 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relative to benchmark, with volume at 0.9x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.01298636505567669, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.4126984126984129, "breakdown_20d": false, "breakout_20d": false, "close": 233.66, "close_location": 0.2555555555555539, "consecutive_down_days": 3, "consecutive_up_days": 0, "dollar_volume": 11090741998.0, "gap_pct": -0.03508270369614053, "high_52w_distance_pct": 0.19215954806128566, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.19214285714285717, "lower_wick_to_range": 0.2555555555555539, "previous_close": 244.85, "relative_return_1d": -0.033352136906507845, "relative_return_5d": -0.0482446131796711, "return_1d": -0.04570144986726565, "return_1d_vs_avg_abs_20d": 3.519187214538399, "return_5d": -0.06494857737404458, "ticker": "AMZN", "upper_wick_to_range": 0.3317460317460332, 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"UL", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/UL/2026-07-23" }, { "claim": "HDB moved -0.2% in the latest session, +1.0% relative to benchmark, with volume at 1.0x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.01833563434457882, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.4150943396226385, "breakdown_20d": false, "breakout_20d": false, "close": 23.13, "close_location": 0.8867924528301846, "consecutive_down_days": 2, "consecutive_up_days": 0, "dollar_volume": 207099081.0, "gap_pct": -0.011647972389991379, "high_52w_distance_pct": 0.48984003458711634, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.020741394527802326, "lower_wick_to_range": 0.4716981132075462, "previous_close": 23.18, "relative_return_1d": 0.010192281036685347, "relative_return_5d": -0.10416262645556951, 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"tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/BP/2026-07-23" }, { "claim": "CRWD moved -2.7% in the latest session, -1.4% relative to benchmark, with volume at 0.6x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.02784191603093656, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.7223342426758386, "breakdown_20d": false, "breakout_20d": false, "close": 183.42, "close_location": 0.1948760526627919, "consecutive_down_days": 7, "consecutive_up_days": 0, "dollar_volume": 1209159666.0, "gap_pct": 0.005784948519265587, "high_52w_distance_pct": 0.18580307491004255, "latest_date": "2026-07-23", "low_52w_distance_pct": 1.140756302521008, "lower_wick_to_range": 0.1948760526627919, "previous_close": 188.42, "relative_return_1d": -0.014187148136790229, "relative_return_5d": -0.08311935736039688, "return_1d": 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"source_type": "market_data", "ticker": "CCL", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/CCL/2026-07-23" }, { "claim": "UMC moved -2.0% in the latest session, -0.7% relative to benchmark, with volume at 0.5x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.042867295794373594, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.22388059701492918, "breakdown_20d": false, "breakout_20d": false, "close": 20.87, "close_location": 0.6417910447761207, "consecutive_down_days": 1, "consecutive_up_days": 0, "dollar_volume": 191784865.0, "gap_pct": -0.026773132926256493, "high_52w_distance_pct": 0.3876377575467178, "latest_date": "2026-07-23", "low_52w_distance_pct": 1.5174909529553684, "lower_wick_to_range": 0.4179104477611916, "previous_close": 21.29, "relative_return_1d": -0.007378258669115234, 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average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.020732284439678183, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.7757009345794411, "breakdown_20d": false, "breakout_20d": false, "close": 142.99, "close_location": 0.9626168224299086, "consecutive_down_days": 0, "consecutive_up_days": 4, "dollar_volume": 419132288.0, "gap_pct": -0.008144020574367694, "high_52w_distance_pct": 0.32848450940625207, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.1904920489551245, "lower_wick_to_range": 0.18691588785046748, "previous_close": 139.98, "relative_return_1d": 0.03385238482816766, "relative_return_5d": 0.093841440653884, "return_1d": 0.02150307186740985, "return_1d_vs_avg_abs_20d": 1.0371781233261737, "return_5d": 0.07713747645951052, "ticker": "NRG", "upper_wick_to_range": 0.037383177570091373, "volume_ratio_20d": 1.1544679904135675 }, "source_id": "E0238", 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1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/HBAN/2026-07-23" }, { "claim": "WRB moved +1.5% in the latest session, +2.7% relative to benchmark, with volume at 0.8x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.012849760871880278, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.641975308641983, "breakdown_20d": false, "breakout_20d": false, "close": 73.43, "close_location": 0.9629629629629701, "consecutive_down_days": 0, "consecutive_up_days": 2, "dollar_volume": 130881632.00000001, "gap_pct": 0.0004145936981758691, "high_52w_distance_pct": 0.018929592809478146, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.16796564339112474, "lower_wick_to_range": 0.32098765432098714, "previous_close": 72.36, "relative_return_1d": 0.027136488195694253, "relative_return_5d": 0.06720467950195574, "return_1d": 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the latest session, -3.0% relative to benchmark, with volume at 1.0x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.018825506601342978, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.8415417558886521, "breakdown_20d": false, "breakout_20d": false, "close": 115.16, "close_location": 0.15845824411134787, "consecutive_down_days": 5, "consecutive_up_days": 0, "dollar_volume": 312118148.0, "gap_pct": -0.009564204923486308, "high_52w_distance_pct": 0.37400138937130945, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.15657326503967073, "lower_wick_to_range": 0.15845824411134787, "previous_close": 120.24, "relative_return_1d": -0.029899522701251513, "relative_return_5d": -0.07766533432717415, "return_1d": -0.04224883566200932, "return_1d_vs_avg_abs_20d": 2.24423366428797, "return_5d": -0.09436929852154763, "ticker": "DG", "upper_wick_to_range": 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latest session, +3.1% relative to benchmark, with volume at 1.0x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.013496346867723368, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.6141592920353974, "breakdown_20d": false, "breakout_20d": false, "close": 411.94, "close_location": 0.6566371681415937, "consecutive_down_days": 0, "consecutive_up_days": 1, "dollar_volume": 280325170.0, "gap_pct": 0.0010133715613338534, "high_52w_distance_pct": 0.09462543088799347, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.30816132105430305, "lower_wick_to_range": 0.04247787610619626, "previous_close": 404.59, "relative_return_1d": 0.030515851926130266, "relative_return_5d": 0.06191861962926637, "return_1d": 0.01816653896537246, "return_1d_vs_avg_abs_20d": 1.346033792953106, "return_5d": 0.04521465543489289, "ticker": "WWD", "upper_wick_to_range": 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"PAAS", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/PAAS/2026-07-23" }, { "claim": "ATI moved +2.2% in the latest session, +3.4% relative to benchmark, with volume at 0.9x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.018294024113168984, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.6689576174112268, "breakdown_20d": false, "breakout_20d": false, "close": 199.84, "close_location": 0.9839633447880886, "consecutive_down_days": 0, "consecutive_up_days": 1, "dollar_volume": 296982224.0, "gap_pct": -0.008129249961654539, "high_52w_distance_pct": 0.027371897518014388, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.7052649543476406, "lower_wick_to_range": 0.3150057273768618, "previous_close": 195.59, "relative_return_1d": 0.03407844021675255, "relative_return_5d": 0.09395047381649635, 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session, +4.4% relative to benchmark, with volume at 0.6x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.022409403832832075, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.607594936708862, "breakdown_20d": false, "breakout_20d": true, "close": 196.86, "close_location": 0.6392405063291179, "consecutive_down_days": 0, "consecutive_up_days": 1, "dollar_volume": 240326688.00000003, "gap_pct": 0.011264211243254607, "high_52w_distance_pct": 0.011581834806461355, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.7475366178428762, "lower_wick_to_range": 0.031645569620255894, "previous_close": 190.87, "relative_return_1d": 0.04373192940126713, "relative_return_5d": 0.05144772240725126, "return_1d": 0.031382616440509326, "return_1d_vs_avg_abs_20d": 1.4004217459159076, "return_5d": 0.034743758212877784, "ticker": "ILMN", "upper_wick_to_range": 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"ticker": "RNR", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/RNR/2026-07-23" }, { "claim": "HII moved +3.5% in the latest session, +4.8% relative to benchmark, with volume at 1.6x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.011813227129554755, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.35128805620608894, "breakdown_20d": false, "breakout_20d": false, "close": 287.09, "close_location": 0.35128805620608894, "consecutive_down_days": 0, "consecutive_up_days": 2, "dollar_volume": 200618491.99999997, "gap_pct": 0.019150317368724856, "high_52w_distance_pct": 0.6022849977359017, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.08902966391017353, "lower_wick_to_range": 0.0, "previous_close": 277.28, "relative_return_1d": 0.04772871284535107, "relative_return_5d": 0.07588123776013622, 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"tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/AUR/2026-07-23" }, { "claim": "HUBS moved -7.3% in the latest session, -6.0% relative to benchmark, with volume at 1.4x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.03572666362106261, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.9844640082858631, "breakdown_20d": false, "breakout_20d": false, "close": 190.01, "close_location": 0.015535991714136867, "consecutive_down_days": 3, "consecutive_up_days": 0, "dollar_volume": 407020421.0, "gap_pct": 0.020107369448511436, "high_52w_distance_pct": 0.7645913372980371, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.12014384248069332, "lower_wick_to_range": 0.015535991714136867, "previous_close": 204.9, "relative_return_1d": -0.06032028196359562, "relative_return_5d": -0.13719014454677625, "return_1d": 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benchmark, with volume at 1.1x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.007772646291686914, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.6456310679611635, "breakdown_20d": false, "breakout_20d": false, "close": 124.83, "close_location": 0.3543689320388365, "consecutive_down_days": 4, "consecutive_up_days": 0, "dollar_volume": 115205607.0, "gap_pct": 0.008876449420231802, "high_52w_distance_pct": 0.016262116478410693, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.25722630677812464, "lower_wick_to_range": 0.3543689320388365, "previous_close": 125.05, "relative_return_1d": 0.010590016679270398, "relative_return_5d": 0.012476140327111196, "return_1d": -0.0017592962814874102, "return_1d_vs_avg_abs_20d": 0.22634456984991486, "return_5d": -0.004227823867262281, "ticker": "FRT", "upper_wick_to_range": 0.0, "volume_ratio_20d": 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"EXP", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/EXP/2026-07-23" }, { "claim": "MSA moved +1.3% in the latest session, +2.5% relative to benchmark, with volume at 0.8x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.01175253834827288, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.9080459770114959, "breakdown_20d": false, "breakout_20d": false, "close": 174.06, "close_location": 0.9080459770114959, "consecutive_down_days": 0, "consecutive_up_days": 2, "dollar_volume": 38223576.0, "gap_pct": -0.005412326136297496, "high_52w_distance_pct": 0.2002757669769044, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.11734497368083185, "lower_wick_to_range": 0.0, "previous_close": 171.83, "relative_return_1d": 0.02532725627682597, "relative_return_5d": 0.020568085539318548, "return_1d": 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"E0514", "source_type": "market_data", "ticker": "LW", "tier": 1, "timestamp": "2026-07-23T00:00:00+00:00", "url_or_provider_ref": "provider://market/LW/2026-07-23" }, { "claim": "AXTA moved -3.4% in the latest session, -2.2% relative to benchmark, with volume at 2.4x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.012243763456533597, "benchmark_return_1d": -0.012349312960757808, "benchmark_return_5d": -0.016703964194373477, "body_to_range": 0.35294117647059, "breakdown_20d": true, "breakout_20d": false, "close": 31.68, "close_location": 0.1882352941176477, "consecutive_down_days": 1, "consecutive_up_days": 0, "dollar_volume": 113623488.0, "gap_pct": -0.02499999999999991, "high_52w_distance_pct": 0.1275252525252526, "latest_date": "2026-07-23", "low_52w_distance_pct": 0.2704014115571238, "lower_wick_to_range": 0.1882352941176477, "previous_close": 32.8, "relative_return_1d": -0.021797028502656746, 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to $262 From $250, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "JPMorgan Adjusts PT on Honeywell International to $262 From $250, Maintains Overweight Rating" }, "source_id": "E0821", "source_type": "news", "ticker": "HON", "tier": 2, "timestamp": "2026-07-27T10:51:30+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-adjusts-pt-honeywell-international-105130491.html" }, { "claim": "SEC 4 filing: 4 2026-07-16", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 4 filing: 4 2026-07-16" }, "source_id": "E0822", "source_type": "sec", "ticker": "PLD", "tier": 1, "timestamp": "2026-07-20T21:08:54+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1045609/000119312526309058/" }, { "claim": "Prologis Moves to Acquire Segro in $18.7B Mega Merger", "confidence": 0.78, "publisher": "CRE Daily", "raw_value": { "catalyst_bucket": "mna", "headline": "Prologis Moves to Acquire Segro in $18.7B Mega Merger" }, "source_id": "E0823", "source_type": "news", "ticker": "PLD", "tier": 2, "timestamp": "2026-07-27T06:32:53+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/e9a7f121-794d-3573-aeef-2e8c81e01699/prologis-moves-to-acquire.html" }, { "claim": "Segro Shares Rise After Board Yields to Prologis’s Final $18.7 Billion Takeover Bid", "confidence": 0.78, "publisher": "The Wall Street Journal", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Segro Shares Rise After Board Yields to Prologis’s Final $18.7 Billion Takeover Bid" }, "source_id": "E0824", "source_type": "news", "ticker": "PLD", "tier": 2, "timestamp": "2026-07-23T09:19:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/f7229ed7-c406-3900-9583-f18d5dfefeca/segro-shares-rise-after-board.html" }, { "claim": "SEGRO jumps after board agrees to recommend Prologis deal", "confidence": 0.78, "publisher": "Proactive", "raw_value": { "catalyst_bucket": "contract_order", "headline": "SEGRO jumps after board agrees to recommend Prologis deal" }, "source_id": "E0825", "source_type": "news", "ticker": "PLD", "tier": 2, "timestamp": "2026-07-23T07:41:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/a6843682-c7a2-3f08-be28-8837b4b8586d/segro-jumps-after-board.html" }, { "claim": "Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares" }, "source_id": "E0826", "source_type": "news", "ticker": "PLD", "tier": 2, "timestamp": "2026-07-27T10:45:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/dimensional-fund-advisors-ltd-form-104500687.html" }, { "claim": "European Equities Traded in the US as American Depositary Receipts Fall in Thursday Trading", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "European Equities Traded in the US as American Depositary Receipts Fall in Thursday Trading" }, "source_id": "E0827", "source_type": "news", "ticker": "BTI", "tier": 2, "timestamp": "2026-07-23T15:13:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/world-indices/articles/european-equities-traded-us-american-151342172.html" }, { "claim": "European Equities Traded in the US as American Depositary Receipts Rise in Tuesday Trading", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "European Equities Traded in the US as American Depositary Receipts Rise in Tuesday Trading" }, "source_id": "E0828", "source_type": "news", "ticker": "BTI", "tier": 2, "timestamp": "2026-07-21T15:10:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/world-indices/articles/european-equities-traded-us-american-151026183.html" }, { "claim": "McCormick Wants a London Listing Before the Unilever Deal. It Isn’t to Raise Cash.", "confidence": 0.78, "publisher": "Barrons.com", "raw_value": { "catalyst_bucket": "contract_order", "headline": "McCormick Wants a London Listing Before the Unilever Deal. It Isn’t to Raise Cash." }, "source_id": "E0829", "source_type": "news", "ticker": "UL", "tier": 2, "timestamp": "2026-07-23T18:47:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/ca1b0a20-7e05-3dd4-a391-95fe19949534/mccormick-wants-a-london.html" }, { "claim": "McCormick outlines operating structure ahead of Unilever combination", "confidence": 0.78, "publisher": "Food Dive", "raw_value": { "catalyst_bucket": "analyst", "headline": "McCormick outlines operating structure ahead of Unilever combination" }, "source_id": "E0830", "source_type": "news", "ticker": "UL", "tier": 2, "timestamp": "2026-07-23T14:19:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/4228b457-8769-3822-85e8-91995d5a7d52/mccormick-outlines-operating.html" }, { "claim": "UK Regulator Invites Comments on Proposed McCormick-Unilever Foods Merger", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "UK Regulator Invites Comments on Proposed McCormick-Unilever Foods Merger" }, "source_id": "E0831", "source_type": "news", "ticker": "UL", "tier": 2, "timestamp": "2026-07-21T09:05:30+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/uk-regulator-invites-comments-proposed-090530143.html" }, { "claim": "McCormick to Seek London Listing Following Tie-Up with Unilever Foods", "confidence": 0.62, "publisher": "The Wall Street Journal", "raw_value": { "catalyst_bucket": "technical_only", "headline": "McCormick to Seek London Listing Following Tie-Up with Unilever Foods" }, "source_id": "E0832", "source_type": "news", "ticker": "UL", "tier": 2, "timestamp": "2026-07-23T12:08:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/43da5712-e0ee-3779-8666-68ed5f3731b1/mccormick-to-seek-london.html" }, { "claim": "India’s Private-Sector Banks Sold Off on NIM Fears. Ignore the Panic and Buy the Dip in HDFC Stock Here.", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "India’s Private-Sector Banks Sold Off on NIM Fears. Ignore the Panic and Buy the Dip in HDFC Stock Here." }, "source_id": "E0833", "source_type": "news", "ticker": "HDB", "tier": 2, "timestamp": "2026-07-21T18:13:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/74937a74-6a84-3c3d-8a71-8d24f9ed384b/india%E2%80%99s-private-sector-banks.html" }, { "claim": "HDFC Bank Ltd (HDB) Q1 2027 Earnings Call Highlights: Strong Deposit Growth Amid Margin Pressures", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "HDFC Bank Ltd (HDB) Q1 2027 Earnings Call Highlights: Strong Deposit Growth Amid Margin Pressures" }, "source_id": "E0834", "source_type": "earnings", "ticker": "HDB", "tier": 2, "timestamp": "2026-07-20T01:01:24+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/hdfc-bank-ltd-hdb-q1-010124629.html" }, { "claim": "What You Need to Know Ahead of Lowe's Earnings Release", "confidence": 0.78, "publisher": "Barchart", "raw_value": { 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Expansion, Is The Stock Trading At A Discount?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Lowe's Companies (LOW) Targets Pro Expansion, Is The Stock Trading At A Discount?" }, "source_id": "E0837", "source_type": "news", "ticker": "LOW", "tier": 2, "timestamp": "2026-07-26T00:15:07+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/lowes-companies-low-targets-pro-001507112.html" }, { "claim": "Lowe's (LOW) Stock Moves -1.19%: What You Should Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Lowe's (LOW) Stock Moves -1.19%: What You Should Know" }, "source_id": "E0838", "source_type": "news", "ticker": "LOW", "tier": 2, "timestamp": "2026-07-23T21:45:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/lowes-low-stock-moves-1-214504475.html" }, { "claim": "S&P Global (SPGI) Q2 Earnings Report Preview: What To Look For", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "S&P Global (SPGI) Q2 Earnings Report Preview: What To Look For" }, "source_id": "E0839", "source_type": "earnings", "ticker": "SPGI", "tier": 2, "timestamp": "2026-07-27T04:21:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/p-global-spgi-q2-earnings-042102559.html" }, { "claim": "S&P Global (SPGI) Stock Fair Value Edges Higher After Mobility Spinoff Analyst Revisions", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "S&P Global (SPGI) Stock Fair Value Edges Higher After Mobility Spinoff Analyst Revisions" }, "source_id": "E0840", "source_type": "news", "ticker": "SPGI", "tier": 2, "timestamp": "2026-07-24T21:11:56+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/p-global-spgi-stock-fair-211156734.html" }, { "claim": "Is S&P Global’s (SPGI) Adaptive Retrieval Quietly Redefining Its Role in Enterprise AI Workflows?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is S&P Global’s (SPGI) Adaptive Retrieval Quietly Redefining Its Role in Enterprise AI Workflows?" }, "source_id": "E0841", "source_type": "news", "ticker": "SPGI", "tier": 2, "timestamp": "2026-07-25T04:20:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/p-global-spgi-adaptive-retrieval-042019514.html" }, { "claim": "S&P Global Manufacturing PMI Signals Manufacturing Still Recovering", "confidence": 0.62, "publisher": "Barrons.com", "raw_value": { "catalyst_bucket": "technical_only", "headline": "S&P Global Manufacturing PMI Signals Manufacturing Still Recovering" }, "source_id": "E0842", "source_type": "news", "ticker": "SPGI", "tier": 2, "timestamp": "2026-07-24T14:36:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/24cd72bf-25bf-3b5d-aa6b-ec7176d6a5ed/s%26p-global-manufacturing-pmi.html" }, { "claim": "Palo Alto Networks' Q4 2026 Earnings: What to Expect", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "earnings", "headline": "Palo Alto Networks' Q4 2026 Earnings: What to Expect" }, "source_id": "E0843", "source_type": "earnings", "ticker": "PANW", "tier": 2, "timestamp": "2026-07-23T14:13:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/6ec6ddc4-71dc-3488-85b8-186e8a95d4fc/palo-alto-networks%27-q4-2026.html" }, { "claim": "Is Palo Alto (PANW) a Buy as Wall Street Analysts Look Optimistic?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "Is Palo Alto (PANW) a Buy as Wall Street Analysts Look Optimistic?" }, "source_id": "E0844", "source_type": "news", "ticker": "PANW", "tier": 2, "timestamp": "2026-07-23T13:30:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/palo-alto-panw-buy-wall-133003604.html" }, { "claim": "Stephens Adjusts Palo Alto Networks Price Target to $370 From $300, Maintains Equal Weight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Stephens Adjusts Palo Alto Networks Price Target to $370 From $300, Maintains Equal Weight Rating" }, "source_id": "E0845", "source_type": "news", "ticker": "PANW", "tier": 2, "timestamp": "2026-07-23T13:06:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/stephens-adjusts-palo-alto-networks-130603771.html" }, { "claim": "Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It" }, "source_id": "E0846", "source_type": "news", "ticker": "PANW", "tier": 2, "timestamp": "2026-07-24T13:00:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/palo-alto-networks-inc-panw-130003555.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-21", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-21" }, "source_id": "E0847", "source_type": "sec", "ticker": "CB", "tier": 1, "timestamp": "2026-07-21T20:10:05+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/896159/000119312526310312/" }, { "claim": "Argus Adjusts Price Target on Chubb to $396 From $360, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Argus Adjusts Price Target on Chubb to $396 From $360, Maintains Buy Rating" }, "source_id": 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"tier": 2, "timestamp": "2026-07-27T11:12:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/9efd4540-5221-3aa2-af26-4b3e0ebc6094/analyst-report%3A-chubb-ltd.html" }, { "claim": "Market Digest: NVS, CB, AVB, BYD, CMCSA, GPC, SAP", "confidence": 0.62, "publisher": "Argus Research", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Market Digest: NVS, CB, AVB, BYD, CMCSA, GPC, SAP" }, "source_id": "E0851", "source_type": "news", "ticker": "CB", "tier": 2, "timestamp": "2026-07-27T10:57:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/416ae5a4-546e-309c-8b8b-e52a1e19eba6/market-digest%3A-nvs%2C-cb%2C-avb%2C.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-21", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-21" }, "source_id": "E0852", "source_type": "sec", "ticker": "DHR", "tier": 1, "timestamp": "2026-07-20T21:55:01+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/313616/000031361626000163/" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-26", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 10-Q filing: 10-Q 2026-06-26" }, "source_id": "E0853", "source_type": "sec", "ticker": "DHR", "tier": 1, "timestamp": "2026-07-20T21:48:38+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/313616/000031361626000161/" }, { "claim": "Danaher (DHR) Could Be 16% Undervalued On Earnings And 2026 Revenue Guidance", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Danaher (DHR) Could Be 16% Undervalued On Earnings And 2026 Revenue Guidance" }, "source_id": "E0854", "source_type": "earnings", "ticker": "DHR", "tier": 2, "timestamp": "2026-07-25T21:15:28+00:00", "url_or_provider_ref": 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"https://finance.yahoo.com/markets/stocks/articles/gear-american-tower-amt-q2-131506714.html" }, { "claim": "American Tower to Post Q2 Earnings: Is AMT a Portfolio Must-Have?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "American Tower to Post Q2 Earnings: Is AMT a Portfolio Must-Have?" }, "source_id": "E0978", "source_type": "earnings", "ticker": "AMT", "tier": 2, "timestamp": "2026-07-22T13:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/american-tower-post-q2-earnings-131500354.html" }, { "claim": "BMO Capital Adjusts American Tower Price Target to $190 From $200, Maintains Market Perform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BMO Capital Adjusts American Tower Price Target to $190 From $200, Maintains Market Perform Rating" }, "source_id": "E0979", "source_type": "news", "ticker": "AMT", "tier": 2, "timestamp": "2026-07-22T12:44:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bmo-capital-adjusts-american-tower-124402980.html" }, { "claim": "American Tower (AMT) Faces A Valuation Test, Is It Undervalued?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "American Tower (AMT) Faces A Valuation Test, Is It Undervalued?" }, "source_id": "E0980", "source_type": "news", "ticker": "AMT", "tier": 2, "timestamp": "2026-07-21T05:07:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/american-tower-amt-faces-valuation-050742755.html" }, { "claim": "Suncor Energy to release second quarter 2026 financial results", "confidence": 0.78, "publisher": "TMX Newsfile", "raw_value": { "catalyst_bucket": "earnings", "headline": "Suncor Energy to release second quarter 2026 financial results" }, "source_id": "E0981", "source_type": "earnings", "ticker": "SU", "tier": 2, 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"url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/freeport-mcmoran-fcx-stock-may-221345144.html" }, { "claim": "FCX Q2 Earnings Call Highlights Grasberg Ramp and U.S. Growth", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "FCX Q2 Earnings Call Highlights Grasberg Ramp and U.S. Growth" }, "source_id": "E0984", "source_type": "earnings", "ticker": "FCX", "tier": 2, "timestamp": "2026-07-24T14:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/fcx-q2-earnings-call-highlights-140000464.html" }, { "claim": "Freeport McMoRan Post-Earnings: Why Good Enough May Finally Be Good Enough", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Freeport McMoRan Post-Earnings: Why Good Enough May Finally Be Good Enough" }, "source_id": "E0985", "source_type": "earnings", "ticker": "FCX", "tier": 2, "timestamp": 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(FCX) and Digital Realty Trust, Inc. (DLR) Highlight the Companies Cashing In on AI Infrastructure", "confidence": 0.62, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Freeport-McMoRan Inc. (FCX) and Digital Realty Trust, Inc. 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Unsponsored ADR (AMX) Stock Undervalued Right Now?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) Stock Undervalued Right Now?" }, "source_id": "E0992", "source_type": "news", "ticker": "AMX", "tier": 2, "timestamp": "2026-07-23T13:40:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/america-movil-b-c-v-134005967.html" }, { "claim": "Countdown to O'Reilly Automotive (ORLY) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Countdown to O'Reilly Automotive (ORLY) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS" }, "source_id": "E0993", "source_type": "earnings", "ticker": "ORLY", "tier": 2, "timestamp": "2026-07-24T13:15:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/countdown-oreilly-automotive-orly-q2-131512913.html" }, { "claim": "Wells Fargo Adjusts Price Target on O'Reilly Automotive to $100 From $110, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT 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filing: 8-K 2026-07-21" }, "source_id": "E1004", "source_type": "sec", "ticker": "NOC", "tier": 1, "timestamp": "2026-07-21T10:45:45+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1133421/000113342126000033/" }, { "claim": "Goldman Sachs Adjusts Price Target on Northrop Grumman to $538 From $533, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Goldman Sachs Adjusts Price Target on Northrop Grumman to $538 From $533, Maintains Neutral Rating" }, "source_id": "E1005", "source_type": "news", "ticker": "NOC", "tier": 2, "timestamp": "2026-07-27T10:04:07+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/goldman-sachs-adjusts-price-target-100407032.html" }, { "claim": "SpaceX (SPCX) Launches Northrop Grumman Repair Mission And Opens A New Service Market", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": 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Stock. 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Discovery CEO David Zaslav Sells Company Stock Worth Nearly $60 Million as the Paramount Skydance Merger Faces Delays", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Warner Bros. Discovery CEO David Zaslav Sells Company Stock Worth Nearly $60 Million as the Paramount Skydance Merger Faces Delays" }, "source_id": "E1094", "source_type": "news", "ticker": "WBD", "tier": 2, "timestamp": "2026-07-26T12:45:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/88abd1bb-dd72-39fb-af5a-25c5cd5d5b1c/warner-bros.-discovery-ceo.html" }, { "claim": "Paramount Skydance (PSKY) Wins EU Approval For Warner Bros. Discovery Deal", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "new_product", "headline": "Paramount Skydance (PSKY) Wins EU Approval For Warner Bros. 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"https://www.sec.gov/Archives/edgar/data/1260221/000135257326000012/" }, { "claim": "TransDigm Group to Acquire Prince & Izant for About $1.07 Billion", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "TransDigm Group to Acquire Prince & Izant for About $1.07 Billion" }, "source_id": "E1098", "source_type": "news", "ticker": "TDG", "tier": 2, "timestamp": "2026-07-27T11:55:38+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/transdigm-group-acquire-prince-izant-115538777.html" }, { "claim": "TransDigm Announces Acquisition of Prince & Izant", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "mna", "headline": "TransDigm Announces Acquisition of Prince & Izant" }, "source_id": "E1099", "source_type": "news", "ticker": "TDG", "tier": 2, "timestamp": "2026-07-27T11:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/transdigm-announces-acquisition-prince-izant-111500022.html" }, { "claim": "TransDigm Third Quarter Earnings Report and Conference Call Set for Tuesday, August 4, 2026", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "earnings", "headline": "TransDigm Third Quarter Earnings Report and Conference Call Set for Tuesday, August 4, 2026" }, "source_id": "E1100", "source_type": "earnings", "ticker": "TDG", "tier": 2, "timestamp": "2026-07-24T20:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/transdigm-third-quarter-earnings-report-201500177.html" }, { "claim": "Transdigm Group Insider Sold Shares Worth $12,321,288, According to a Recent SEC Filing", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Transdigm Group Insider Sold Shares Worth $12,321,288, According to a Recent SEC Filing" }, "source_id": "E1101", "source_type": "news", "ticker": "TDG", "tier": 2, "timestamp": "2026-07-21T20:52:18+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/transdigm-group-insider-sold-shares-205218744.html" }, { "claim": "RBC Raises Price Target on Canadian National Railway to CA$205 From CA$195, Keeps Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "RBC Raises Price Target on Canadian National Railway to CA$205 From CA$195, Keeps Outperform Rating" }, "source_id": "E1102", "source_type": "earnings", "ticker": "CNI", "tier": 2, "timestamp": "2026-07-27T12:10:43+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rbc-raises-price-target-canadian-121043151.html" }, { "claim": "CNI (CNI) Q2 2026 Earnings Call Transcript", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "earnings", "headline": "CNI (CNI) Q2 2026 Earnings Call Transcript" }, "source_id": "E1103", "source_type": "earnings", "ticker": "CNI", "tier": 2, "timestamp": "2026-07-25T00:32:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/8c9c7468-1198-372e-af49-a87eb8f91680/cni-%28cni%29-q2-2026-earnings.html" }, { "claim": "Canadian National Railway Co (CNI) Q2 2026 Earnings Call Highlights: Strong EPS Growth and ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Canadian National Railway Co (CNI) Q2 2026 Earnings Call Highlights: Strong EPS Growth and ..." }, "source_id": "E1104", "source_type": "earnings", "ticker": "CNI", "tier": 2, "timestamp": "2026-07-24T21:01:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/canadian-national-railway-co-cni-210137955.html" }, { "claim": "Update: Canadian National Railway Reports Higher Q2 Adjusted Net Income YoY, Raises Guidance", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Update: Canadian National Railway Reports Higher Q2 Adjusted Net Income YoY, Raises Guidance" }, "source_id": "E1105", "source_type": "earnings", "ticker": "CNI", "tier": 2, "timestamp": "2026-07-24T17:04:38+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/canadian-national-railway-reports-higher-170438315.html" }, { "claim": "Mark Zuckerberg's Meta Is Also One of CoreWeave's Biggest Customers, in a Deal Worth $35 Billion Through 2032. That Didn't Stop CoreWeave Shares From Sinking on Meta's Own Cloud News.", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Mark Zuckerberg's Meta Is Also One of CoreWeave's Biggest Customers, in a Deal Worth $35 Billion Through 2032. That Didn't Stop CoreWeave Shares From Sinking on Meta's Own Cloud News." }, "source_id": "E1106", "source_type": "news", "ticker": "CRWV", "tier": 2, "timestamp": "2026-07-26T13:20:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/94747edf-8ab7-3b02-b542-3bb3edee5a95/mark-zuckerberg%27s-meta-is.html" }, { "claim": "Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?" }, "source_id": "E1107", "source_type": "news", "ticker": "CRWV", "tier": 2, "timestamp": "2026-07-27T06:20:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/e02e4ae0-1f98-3f01-b2cc-62288de1666e/should-nebius-and-coreweave.html" }, { "claim": "Why CoreWeave Stock Fell 30% in Just 1 Month", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why CoreWeave Stock Fell 30% in Just 1 Month" }, "source_id": "E1108", "source_type": "news", "ticker": "CRWV", "tier": 2, "timestamp": "2026-07-26T20:38:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/22752bd8-e39d-3968-85ef-a362c9242a1b/why-coreweave-stock-fell-30%25.html" }, { "claim": "CoreWeave Stock Fell 11.4% on Friday. The Sell-Off Is About What It's Spending, Not What It's Selling.", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "CoreWeave Stock Fell 11.4% on Friday. 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"raw_value": { "catalyst_bucket": "contract_order", "headline": "Correction: Manulife Financial Seals 5-Year Deal With Microsoft to Expand AI Use" }, "source_id": "E1111", "source_type": "news", "ticker": "MFC", "tier": 2, "timestamp": "2026-07-22T13:03:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/correction-manulife-financial-seals-5-130337788.html" }, { "claim": "Manulife Financial Seals 5-Year Deal With Microsoft to Expand AI Use", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "contract_order", "headline": "Manulife Financial Seals 5-Year Deal With Microsoft to Expand AI Use" }, "source_id": "E1112", "source_type": "news", "ticker": "MFC", "tier": 2, "timestamp": "2026-07-22T12:48:47+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/manulife-financial-seals-5-deal-124847963.html" }, { "claim": "Manulife Financial Expands Deal With Microsoft to Increase AI Capabilities", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "contract_order", "headline": "Manulife Financial Expands Deal With Microsoft to Increase AI Capabilities" }, "source_id": "E1113", "source_type": "news", "ticker": "MFC", "tier": 2, "timestamp": "2026-07-22T12:38:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/manulife-financial-expands-deal-microsoft-123812771.html" }, { "claim": "Manulife Financial (TSX:MFC) Could Be 102% Undervalued After AI And Asia Leadership Changes", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Manulife Financial (TSX:MFC) Could Be 102% Undervalued After AI And Asia Leadership Changes" }, "source_id": "E1114", "source_type": "news", "ticker": "MFC", "tier": 2, "timestamp": "2026-07-22T14:13:48+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/manulife-financial-tsx-mfc-could-141348771.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-21", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-21" }, "source_id": "E1115", "source_type": "sec", "ticker": "TRV", "tier": 1, "timestamp": "2026-07-24T17:07:46+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/86312/000119312526316247/" }, { "claim": "SEC 4 filing: 4 2026-07-22", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 4 filing: 4 2026-07-22" }, "source_id": "E1116", "source_type": "sec", "ticker": "TRV", "tier": 1, "timestamp": "2026-07-24T16:13:12+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/86312/000008631226000156/" }, { "claim": "SEC 4 filing: 4 2026-07-22", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 4 filing: 4 2026-07-22" }, "source_id": "E1117", "source_type": "sec", "ticker": "TRV", "tier": 1, "timestamp": "2026-07-24T16:09:44+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/86312/000008631226000154/" }, { "claim": "Travelers (TRV) Stock Gets Fair Value Boost After Strong Q2 And Split Analyst Views", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "Travelers (TRV) Stock Gets Fair Value Boost After Strong Q2 And Split Analyst Views" }, "source_id": "E1118", "source_type": "news", "ticker": "TRV", "tier": 2, "timestamp": "2026-07-25T20:07:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/travelers-trv-stock-gets-fair-200719677.html" }, { "claim": "Travelers (TRV) Stock May Be A Bargain On Fair Value Yet Fair On Earnings", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Travelers (TRV) Stock May Be A Bargain On Fair Value Yet Fair On Earnings" }, "source_id": "E1119", "source_type": "earnings", "ticker": "TRV", "tier": 2, "timestamp": "2026-07-25T18:09:59+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/travelers-trv-stock-may-bargain-180959892.html" }, { "claim": "Is Travelers Companies (TRV) Expensive On Its Q2 Earnings Beat?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Is Travelers Companies (TRV) Expensive On Its Q2 Earnings Beat?" }, "source_id": "E1120", "source_type": "earnings", "ticker": "TRV", "tier": 2, "timestamp": "2026-07-25T15:12:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/travelers-companies-trv-expensive-q2-151244569.html" }, { "claim": "Travelers Companies Insider Sold Shares Worth $1,858,440, According to a Recent SEC Filing", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Travelers Companies Insider Sold Shares Worth $1,858,440, According to a Recent SEC Filing" }, "source_id": "E1121", "source_type": "news", "ticker": "TRV", "tier": 2, "timestamp": "2026-07-24T20:17:46+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/travelers-companies-insider-sold-shares-201746721.html" }, { "claim": "Why this analyst calls Nike’s China pivot a high-stakes gamble", "confidence": 0.78, "publisher": "Investing.com", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Why this analyst calls Nike’s China pivot a high-stakes gamble" }, "source_id": "E1122", "source_type": "news", "ticker": "NKE", "tier": 2, "timestamp": "2026-07-26T03:53:20+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-analyst-calls-nike-china-035320797.html" }, { "claim": "Nike says it will streamline online business in China", "confidence": 0.78, "publisher": "Just Style", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Nike says it will streamline online business in China" }, "source_id": "E1123", "source_type": "news", "ticker": "NKE", "tier": 2, "timestamp": "2026-07-24T11:22:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/f288f60b-2bea-3140-9625-65874e3c735a/nike-says-it-will-streamline.html" }, { "claim": "Investors Heavily Search NIKE, Inc. (NKE): Here is What You Need to Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Investors Heavily Search NIKE, Inc. (NKE): Here is What You Need to Know" }, "source_id": "E1124", "source_type": "news", "ticker": "NKE", "tier": 2, "timestamp": "2026-07-24T13:00:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/investors-heavily-search-nike-inc-130006357.html" }, { "claim": "Nike’s Sneakerhead Market Share Is Slipping. That’s Good for Its Stock.", "confidence": 0.62, "publisher": "The Wall Street Journal", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Nike’s Sneakerhead Market Share Is Slipping. That’s Good for Its Stock." }, "source_id": "E1125", "source_type": "news", "ticker": "NKE", "tier": 2, "timestamp": "2026-07-24T09:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/b5386e7d-7e19-353e-af30-da89f512d6ba/nike%E2%80%99s-sneakerhead-market.html" }, { "claim": "Wall Street Analysts Believe TE Connectivity (TEL) Could Rally 26.98%: Here's is How to Trade", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "Wall Street Analysts Believe TE Connectivity (TEL) Could Rally 26.98%: Here's is How to Trade" }, "source_id": "E1126", "source_type": "news", "ticker": "TEL", "tier": 2, "timestamp": "2026-07-23T13:55:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wall-street-analysts-believe-te-135503038.html" }, { "claim": "TE Connectivity (TEL) Stock Looks Fully Priced Despite Cheap Earnings", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "TE Connectivity (TEL) Stock Looks Fully Priced Despite Cheap Earnings" }, "source_id": "E1127", "source_type": "earnings", "ticker": "TEL", "tier": 2, "timestamp": "2026-07-23T04:34:14+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/te-connectivity-tel-stock-looks-043414129.html" }, { "claim": "TE Connectivity PLC (TEL) Q3 2026 Earnings Call Highlights: Record Orders and Strategic ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "TE Connectivity PLC (TEL) Q3 2026 Earnings Call Highlights: Record Orders and Strategic ..." }, "source_id": "E1128", "source_type": "earnings", "ticker": "TEL", "tier": 2, "timestamp": "2026-07-22T21:01:10+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/te-connectivity-plc-tel-q3-210110339.html" }, { "claim": "TEL or VPG: Which Is the Better Value Stock Right Now?", "confidence": 0.62, "publisher": 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(CTVA) Upgraded to Buy: Here's What You Should Know", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "Corteva, Inc. 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Should You Buy Before July 29 Q2 Earnings?", "confidence": 0.78, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "70% of Teradyne’s Revenue Is Tied to AI. Should You Buy Before July 29 Q2 Earnings?" }, "source_id": "E1183", "source_type": "earnings", "ticker": "TER", "tier": 2, "timestamp": "2026-07-25T15:52:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/8945cc87-94b1-3477-88dc-dee9379edbfb/70%25-of-teradyne%E2%80%99s-revenue-is.html" }, { "claim": "Should You Buy, Sell, or Hold TER Stock Before Q2 Earnings Release?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Should You Buy, Sell, or Hold TER Stock Before Q2 Earnings Release?" }, "source_id": "E1184", "source_type": "earnings", "ticker": "TER", "tier": 2, "timestamp": "2026-07-24T17:39:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/buy-sell-hold-ter-stock-173900347.html" }, { "claim": "Himax, Teradyne, Entegris, IPG Photonics, and Penguin Solutions Shares Plummet, What You Need To Know", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": 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Reshape the Bull Case for CAH?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "contract_order", "headline": "Do Cardinal Health’s New Home-Health Deals Reshape the Bull Case for CAH?" }, "source_id": "E1261", "source_type": "news", "ticker": "CAH", "tier": 2, "timestamp": "2026-07-24T07:17:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/cardinal-health-home-health-deals-071715757.html" }, { "claim": "Bear of the Day: AngloGold Ashanti (AU)", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Bear of the Day: AngloGold Ashanti (AU)" }, "source_id": "E1262", "source_type": "news", "ticker": "AU", "tier": 2, "timestamp": "2026-07-27T10:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bear-day-anglogold-ashanti-au-103000932.html" }, { "claim": "Corsair Gaming and AngloGold Ashanti have been highlighted as Zacks Bull and 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(NBIS) Is a Speculative Growth Play Backed by Nvidia’s $2 Billion Investment", "confidence": 0.78, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Here’s Why Nebius Group N.V. (NBIS) Is a Speculative Growth Play Backed by Nvidia’s $2 Billion Investment" }, "source_id": "E1293", "source_type": "news", "ticker": "NBIS", "tier": 2, "timestamp": "2026-07-24T22:27:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-nebius-group-n-v-222719675.html" }, { "claim": "Nebius Just Revealed the Biggest Problem Facing Neocloud Stocks", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Nebius Just Revealed the Biggest Problem Facing Neocloud Stocks" }, "source_id": "E1294", "source_type": "news", "ticker": "NBIS", "tier": 2, "timestamp": "2026-07-27T10:05:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/3a0de131-171a-3e00-bab8-afea7a6c38d1/nebius-just-revealed-the.html" }, { "claim": "Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?" }, "source_id": "E1295", "source_type": "news", "ticker": "NBIS", "tier": 2, "timestamp": "2026-07-27T06:20:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/e02e4ae0-1f98-3f01-b2cc-62288de1666e/should-nebius-and-coreweave.html" }, { "claim": "How Analysts’ Upgraded Earnings Outlook At Ventas (VTR) Has Changed Its Investment Story", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "How Analysts’ Upgraded Earnings Outlook At Ventas (VTR) Has Changed Its Investment Story" }, "source_id": "E1296", "source_type": "earnings", "ticker": "VTR", "tier": 2, "timestamp": "2026-07-25T03:18:25+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/analysts-upgraded-earnings-outlook-ventas-031825727.html" }, { "claim": "Goldman Sachs Adjusts Price Target on Ventas to $114 From $110, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Goldman Sachs Adjusts Price Target on Ventas to $114 From $110, Maintains Buy Rating" }, "source_id": "E1297", "source_type": "news", "ticker": "VTR", "tier": 2, "timestamp": "2026-07-24T13:37:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/goldman-sachs-adjusts-price-target-133716529.html" }, { "claim": "What's in the Offing for Ventas Stock This Earnings Season?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "What's in the Offing for Ventas Stock This Earnings Season?" }, "source_id": "E1298", "source_type": "earnings", "ticker": "VTR", "tier": 2, "timestamp": "2026-07-23T17:35:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/whats-offing-ventas-stock-earnings-173500609.html" }, { "claim": "Unlocking Q2 Potential of Ventas (VTR): Exploring Wall Street Estimates for Key Metrics", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Unlocking Q2 Potential of Ventas (VTR): Exploring Wall Street Estimates for Key Metrics" }, "source_id": "E1299", "source_type": "news", "ticker": "VTR", "tier": 2, "timestamp": "2026-07-24T13:15:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/unlocking-q2-potential-ventas-vtr-131509748.html" }, { "claim": "Wall Street Thinks Teva Can Soar Over 60%. Here's Why Analysts Are Right.", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "analyst", "headline": "Wall Street Thinks Teva Can Soar Over 60%. 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Here's the 1 Thing That Could Send It Soaring Another 50%.", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Teva's Turnaround Is Working. Here's the 1 Thing That Could Send It Soaring Another 50%." }, "source_id": "E1302", "source_type": "news", "ticker": "TEVA", "tier": 2, "timestamp": "2026-07-26T19:05:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/78798d0e-1d5e-3a7e-84bd-5adee1a308a6/teva%27s-turnaround-is-working..html" }, { "claim": "Thomson Reuters (TSX:TRI) Stock May Be Undervalued After AI Restructuring", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Thomson Reuters (TSX:TRI) Stock May Be Undervalued After AI Restructuring" }, "source_id": "E1303", "source_type": "news", "ticker": "TRI", "tier": 2, "timestamp": "2026-07-24T19:11:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/thomson-reuters-tsx-tri-stock-191101136.html" }, { "claim": "Thomson Reuters (TSX:TRI) Could Be 40% Undervalued On Its Durability Narrative", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Thomson Reuters (TSX:TRI) Could Be 40% Undervalued On Its Durability Narrative" }, "source_id": "E1304", "source_type": "news", "ticker": "TRI", "tier": 2, "timestamp": "2026-07-24T06:10:31+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/thomson-reuters-tsx-tri-could-061031720.html" }, { "claim": "Zacks Investment Ideas feature highlights: Vertiv, Nvidia and EMCOR Group", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Zacks Investment Ideas feature highlights: Vertiv, Nvidia and EMCOR Group" }, "source_id": "E1305", "source_type": "news", "ticker": "EME", "tier": 2, "timestamp": "2026-07-27T09:47:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/zacks-investment-ideas-feature-highlights-094700651.html" }, { "claim": "Forget AI Chips and the Mag 7: Buy AI Infrastructure Stocks (VRT, EME) Now", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Forget AI Chips and the Mag 7: Buy AI Infrastructure Stocks (VRT, EME) Now" }, "source_id": "E1306", "source_type": "news", "ticker": "EME", "tier": 2, "timestamp": "2026-07-24T19:28:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/forget-ai-chips-mag-7-192800075.html" }, { "claim": "What Makes EMCOR (EME) an Investment Choice?", "confidence": 0.62, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "technical_only", "headline": "What Makes EMCOR (EME) an Investment Choice?" }, "source_id": "E1307", "source_type": "news", "ticker": "EME", "tier": 2, "timestamp": "2026-07-23T13:58:34+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/makes-emcor-eme-investment-choice-135834740.html" }, { "claim": "3 Reasons We’re Fans of EMCOR (EME)", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "3 Reasons We’re Fans of EMCOR (EME)" }, "source_id": "E1308", "source_type": "news", "ticker": "EME", "tier": 2, "timestamp": "2026-07-22T17:18:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/3-reasons-fans-emcor-eme-171827823.html" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 10-Q filing: 10-Q 2026-06-30" }, "source_id": "E1309", "source_type": "sec", "ticker": "DHI", "tier": 1, "timestamp": "2026-07-23T20:10:32+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/882184/000088218426000096/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-21", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-21" }, "source_id": "E1310", "source_type": "sec", "ticker": "DHI", "tier": 1, "timestamp": "2026-07-21T15:54:47+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/882184/000088218426000092/" }, { "claim": "D.R. Horton (DHI) Could Be 11% Undervalued After Buyback And Earnings", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "D.R. Horton (DHI) Could Be 11% Undervalued After Buyback And Earnings" }, "source_id": "E1311", "source_type": "earnings", "ticker": "DHI", "tier": 2, "timestamp": "2026-07-25T18:10:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/d-r-horton-dhi-could-181019262.html" }, { "claim": "DHI Stock Outlook Hinges on Affordability and Inventory Discipline", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "DHI Stock Outlook Hinges on Affordability and Inventory Discipline" }, "source_id": "E1312", "source_type": "earnings", "ticker": "DHI", "tier": 2, "timestamp": "2026-07-22T15:28:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/real-estate/articles/dhi-stock-outlook-hinges-affordability-152800188.html" }, { "claim": "Is DHI Stock a Buy Now as Valuation Stays Reasonable but Mixed", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is DHI Stock a Buy Now as Valuation Stays Reasonable but Mixed" }, "source_id": "E1313", "source_type": "news", "ticker": "DHI", "tier": 2, "timestamp": "2026-07-22T15:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/dhi-stock-buy-now-valuation-153000796.html" }, { "claim": "What to Expect From Take-Two Interactive’s Q1 2027 Earnings Report", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "earnings", "headline": "What to Expect From Take-Two Interactive’s Q1 2027 Earnings Report" }, "source_id": "E1314", "source_type": "earnings", "ticker": "TTWO", "tier": 2, "timestamp": "2026-07-22T10:18:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/4d96d87a-0b8a-316c-ac72-a1a1a2ab5c07/what-to-expect-from-take-two.html" }, { "claim": "Take-Two Interactive (TTWO) Stock Declines While Market Improves: Some Information for Investors", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Take-Two Interactive (TTWO) Stock Declines While Market Improves: Some Information for Investors" }, "source_id": "E1315", "source_type": "news", "ticker": "TTWO", "tier": 2, "timestamp": "2026-07-21T21:50:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/two-interactive-ttwo-stock-declines-215003711.html" }, { "claim": "Roblox vs. Take-Two: Which Gaming Stock Has the Edge Now?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Roblox vs. Take-Two: Which Gaming Stock Has the Edge Now?" }, "source_id": "E1316", "source_type": "news", "ticker": "TTWO", "tier": 2, "timestamp": "2026-07-20T13:50:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/roblox-vs-two-gaming-stock-135000784.html" }, { "claim": "Sun Life hosts second quarter 2026 earnings conference call", "confidence": 0.78, "publisher": "CNW Group", "raw_value": { "catalyst_bucket": "earnings", "headline": "Sun Life hosts second quarter 2026 earnings conference call" }, "source_id": "E1317", "source_type": "earnings", "ticker": "SLF", "tier": 2, "timestamp": "2026-07-23T21:01:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/sun-life-hosts-second-quarter-210100533.html" }, { "claim": "Sun Life U.S. and DentaQuest present the 2026 Health Access Hero Awards", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Sun Life U.S. and DentaQuest present the 2026 Health Access Hero Awards" }, "source_id": "E1318", "source_type": "news", "ticker": "SLF", "tier": 2, "timestamp": "2026-07-23T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/sun-life-u-dentaquest-present-130000898.html" }, { "claim": "NORTH AMERICAN FINANCIAL 15 SPLIT CORP. 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Declares Class A & Preferred Share Dividend" }, "source_id": "E1320", "source_type": "news", "ticker": "SLF", "tier": 2, "timestamp": "2026-07-20T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/canadian-life-companies-split-corp-130000756.html" }, { "claim": "Ares Management (ARES) Could Be 17% Below Fair Value Following Batibig Deal Link", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "contract_order", "headline": "Ares Management (ARES) Could Be 17% Below Fair Value Following Batibig Deal Link" }, "source_id": "E1321", "source_type": "news", "ticker": "ARES", "tier": 2, "timestamp": "2026-07-24T15:08:29+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ares-management-ares-could-17-150829142.html" }, { "claim": "Ares Management (ARES) Earnings Expected to Grow: What to Know Ahead of Next Week's Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ares Management (ARES) Earnings Expected to Grow: What to Know Ahead of Next Week's Release" }, "source_id": "E1322", "source_type": "earnings", "ticker": "ARES", "tier": 2, "timestamp": "2026-07-24T14:00:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ares-management-ares-earnings-expected-140012783.html" }, { "claim": "Ares Management (ARES) Stock Looks Pricey On Earnings While Growth Stays Strong", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ares Management (ARES) Stock Looks Pricey On Earnings While Growth Stays Strong" }, "source_id": "E1323", "source_type": "earnings", "ticker": "ARES", "tier": 2, "timestamp": "2026-07-24T13:11:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ares-management-ares-stock-looks-131101436.html" }, { "claim": "Did Morgan Stanley’s Hold Call and Batibig Deal Just Reframe Ares Management’s (ARES) Private Credit Narrative?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "contract_order", "headline": "Did Morgan Stanley’s Hold Call and Batibig Deal Just Reframe Ares Management’s (ARES) Private Credit Narrative?" }, "source_id": "E1324", "source_type": "news", "ticker": "ARES", "tier": 2, "timestamp": "2026-07-24T08:09:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/did-morgan-stanley-hold-call-080909664.html" }, { "claim": "Wells Fargo Adjusts Price Target on ON Semiconductor to $130 From $140, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Wells Fargo Adjusts Price Target on ON Semiconductor to $130 From $140, Maintains Overweight Rating" }, "source_id": "E1325", "source_type": "news", "ticker": "ON", "tier": 2, "timestamp": "2026-07-20T11:48:39+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wells-fargo-adjusts-price-target-114839026.html" }, { "claim": "ON Semiconductor Corp. (ON) Gains As Market Dips: What You Should Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "ON Semiconductor Corp. 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Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Crown Castle Inc. 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"source_id": "E1376", "source_type": "earnings", "ticker": "EQT", "tier": 2, "timestamp": "2026-07-23T13:30:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/compared-estimates-eqt-eqt-q2-133006266.html" }, { "claim": "JPMorgan Adjusts Price Target on EQT to $65 From $68, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "JPMorgan Adjusts Price Target on EQT to $65 From $68, Maintains Overweight Rating" }, "source_id": "E1377", "source_type": "news", "ticker": "EQT", "tier": 2, "timestamp": "2026-07-23T11:50:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-adjusts-price-target-eqt-115032208.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-23" }, "source_id": "E1378", "source_type": "sec", "ticker": "ROP", "tier": 1, "timestamp": "2026-07-23T11:00:56+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/882835/000088283526000031/" }, { "claim": "Piper Sandler Adjusts Price Target on Roper Technologies to $526 From $540, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Piper Sandler Adjusts Price Target on Roper Technologies to $526 From $540, Maintains Overweight Rating" }, "source_id": "E1379", "source_type": "news", "ticker": "ROP", "tier": 2, "timestamp": "2026-07-24T13:05:25+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/piper-sandler-adjusts-price-target-130525342.html" }, { "claim": "Goldman Sachs Adjusts Price Target on Roper Technologies to $410 From $414, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Goldman Sachs 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What That Means for RDDT Stock." }, "source_id": "E1440", "source_type": "news", "ticker": "RDDT", "tier": 2, "timestamp": "2026-07-25T13:00:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/c818b76b-12f5-3b45-8443-ea8f5cf81b1f/reddit-could-limit-google%E2%80%99s.html" }, { "claim": "Zoom Revenue Accelerator unveils AI that drives revenue action, not just insights", "confidence": 0.78, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Zoom Revenue Accelerator unveils AI that drives revenue action, not just insights" }, "source_id": "E1441", "source_type": "earnings", "ticker": "ZM", "tier": 2, "timestamp": "2026-07-22T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/zoom-revenue-accelerator-unveils-ai-130000029.html" }, { "claim": "Zoom Communications, Inc. (ZM) Is a Trending Stock: Facts to Know Before Betting on It", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Zoom Communications, Inc. (ZM) Is a Trending Stock: Facts to Know Before Betting on It" }, "source_id": "E1442", "source_type": "news", "ticker": "ZM", "tier": 2, "timestamp": "2026-07-23T13:00:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/zoom-communications-inc-zm-trending-130002566.html" }, { "claim": "Zoom CEO Eric Yuan Sells 57,824 Shares for $5.3 Million", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Zoom CEO Eric Yuan Sells 57,824 Shares for $5.3 Million" }, "source_id": "E1443", "source_type": "news", "ticker": "ZM", "tier": 2, "timestamp": "2026-07-22T16:25:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/addc50fe-2809-353e-a52c-b9f15f5561f3/zoom-ceo-eric-yuan-sells.html" }, { "claim": "Zoom Communications (ZM) Stock Slides as Market Rises: Facts to Know Before You Trade", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Zoom Communications (ZM) Stock Slides as Market Rises: Facts to Know Before You Trade" }, "source_id": "E1444", "source_type": "news", "ticker": "ZM", "tier": 2, "timestamp": "2026-07-21T21:45:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/zoom-communications-zm-stock-slides-214505217.html" }, { "claim": "Baker Hughes Secures Major LNG Technology Order for Venture Global’s CP2 LNG Expansion", "confidence": 0.78, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Baker Hughes Secures Major LNG Technology Order for Venture Global’s CP2 LNG Expansion" }, "source_id": "E1445", "source_type": "news", "ticker": "VG", "tier": 2, "timestamp": "2026-07-27T11:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/baker-hughes-secures-major-lng-110000230.html" }, { "claim": "Venture Global Insider Sold Shares Worth $3,143,097, According to a Recent SEC Filing", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Venture Global Insider Sold Shares Worth $3,143,097, According to a Recent SEC Filing" }, "source_id": "E1446", "source_type": "news", "ticker": "VG", "tier": 2, "timestamp": "2026-07-21T21:03:47+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/venture-global-insider-sold-shares-210347469.html" }, { "claim": "The Peer-Group Mispricing Sitting On VG Stock", "confidence": 0.62, "publisher": "Trefis", "raw_value": { "catalyst_bucket": "technical_only", "headline": "The Peer-Group Mispricing Sitting On VG Stock" }, "source_id": "E1447", "source_type": "news", "ticker": "VG", "tier": 2, "timestamp": "2026-07-21T00:07:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/22123711-d659-3ce1-8411-c2d56c9c6d53/the-peer-group-mispricing.html" }, { "claim": "Casey's General Stores (CASY) After The Proxy Fight And The Fair Value Debate", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Casey's General Stores (CASY) After The Proxy Fight And The Fair Value Debate" }, "source_id": "E1448", "source_type": "news", "ticker": "CASY", "tier": 2, "timestamp": "2026-07-23T07:13:34+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/caseys-general-stores-casy-proxy-071334501.html" }, { "claim": "Barclays Adjusts Price Target on Copart to $26 From $32, Maintains Underweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Barclays Adjusts Price Target on Copart to $26 From $32, Maintains Underweight Rating" }, "source_id": "E1449", "source_type": "news", "ticker": "CPRT", "tier": 2, "timestamp": "2026-07-21T11:56:41+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/barclays-adjusts-price-target-copart-115641103.html" }, { "claim": "Copart, Inc. (CPRT) Surpasses Market Returns: Some Facts Worth Knowing", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Copart, Inc. (CPRT) Surpasses Market Returns: Some Facts Worth Knowing" }, "source_id": "E1450", "source_type": "news", "ticker": "CPRT", "tier": 2, "timestamp": "2026-07-24T22:15:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/copart-inc-cprt-surpasses-market-221502107.html" }, { "claim": "Copart (CPRT) Could Be 45% Below Fair Value On Its Slower Growth Narrative", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Copart (CPRT) Could Be 45% Below Fair Value On Its Slower Growth Narrative" }, "source_id": "E1451", "source_type": "news", "ticker": "CPRT", "tier": 2, "timestamp": "2026-07-23T19:11:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/copart-cprt-could-45-below-191111135.html" }, { "claim": "Copart (CPRT) Stock Looks Undervalued With Shares Down 42%", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Copart (CPRT) Stock Looks Undervalued With Shares Down 42%" }, "source_id": "E1452", "source_type": "news", "ticker": "CPRT", "tier": 2, "timestamp": "2026-07-23T09:12:45+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/copart-cprt-stock-looks-undervalued-091245715.html" }, { "claim": "BeOne Medicines Expands U.S. Manufacturing with Total Investment of More Than $1 Billion to Advance Innovative Cancer Medicines", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "BeOne Medicines Expands U.S. Manufacturing with Total Investment of More Than $1 Billion to Advance Innovative Cancer Medicines" }, "source_id": "E1453", "source_type": "news", "ticker": "ONC", "tier": 2, "timestamp": "2026-07-23T10:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/beone-medicines-expands-u-manufacturing-100000643.html" }, { "claim": "Enphase Energy Gears Up to Report Q2 Earnings: Here's What to Expect", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Enphase Energy Gears Up to Report Q2 Earnings: Here's What to Expect" }, "source_id": "E1454", "source_type": "earnings", "ticker": "DVN", "tier": 2, "timestamp": "2026-07-24T12:50:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/enphase-energy-gears-report-q2-125000175.html" }, { "claim": "Susquehanna Adjusts Price Target on Devon Energy to $63 From $57, Maintains Positive Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Susquehanna Adjusts Price Target on Devon Energy to $63 From $57, Maintains Positive Rating" }, "source_id": "E1455", "source_type": "news", "ticker": "DVN", "tier": 2, "timestamp": "2026-07-21T12:07:34+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/susquehanna-adjusts-price-target-devon-120734818.html" }, { "claim": "Energy Stocks Tumble After Oil Suffers Biggest Drop in Months", "confidence": 0.62, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Energy Stocks Tumble After Oil Suffers Biggest Drop in Months" }, "source_id": "E1456", "source_type": "news", "ticker": "DVN", "tier": 2, "timestamp": "2026-07-27T12:10:59+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/energy-stocks-tumble-oil-suffers-121059763.html" }, { "claim": "Devon Energy (DVN) Advances While Market Declines: Some Information for Investors", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Devon Energy (DVN) Advances While Market Declines: Some Information for Investors" }, "source_id": "E1457", "source_type": "news", "ticker": "DVN", "tier": 2, "timestamp": "2026-07-22T21:50:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/devon-energy-dvn-advances-while-215005828.html" }, { "claim": "Roblox estimates trimmed by Wedbush ahead of second quarter results", "confidence": 0.78, "publisher": "Proactive", "raw_value": { "catalyst_bucket": "earnings", "headline": "Roblox estimates trimmed by Wedbush ahead of second quarter results" }, "source_id": "E1458", "source_type": "earnings", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-24T16:05:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/eaf65601-9f7b-3f4c-91c7-7b76b929329d/roblox-estimates-trimmed-by.html" }, { "claim": "A 61-year-old stashed Roblox shares in his IRA before the company went public — now it reportedly holds $68 million", "confidence": 0.62, "publisher": "Moneywise", "raw_value": { "catalyst_bucket": "technical_only", "headline": "A 61-year-old stashed Roblox shares in his IRA before the company went public — now it reportedly holds $68 million" }, "source_id": "E1459", "source_type": "news", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-27T11:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/61-old-stashed-roblox-shares-110000968.html" }, { "claim": "Should You Buy Roblox Stock Before July 30?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Should You Buy Roblox Stock Before July 30?" }, "source_id": "E1460", "source_type": "news", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-25T04:16:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/3801eba5-f89f-3d11-bc98-af2fc430fbeb/should-you-buy-roblox-stock.html" }, { "claim": "Roblox Data Tracks Lower Ahead of Q2, Wedbush Says", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Roblox Data Tracks Lower Ahead of Q2, Wedbush Says" }, "source_id": "E1461", "source_type": "news", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-24T15:31:17+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/roblox-data-tracks-lower-ahead-153117757.html" }, { "claim": "Will FDA Priority Review for Daraxonrasib Redefine Revolution Medicines' (RVMD) Pancreatic Cancer Narrative?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Will FDA Priority Review for Daraxonrasib Redefine Revolution Medicines' (RVMD) Pancreatic Cancer Narrative?" }, "source_id": "E1462", "source_type": "news", "ticker": "RVMD", "tier": 2, "timestamp": "2026-07-25T19:09:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/fda-priority-review-daraxonrasib-redefine-190942568.html" }, { "claim": "Revolution Medicines (RVMD) Stock Looks Fully Priced With Strong Returns But Weak Value Checks", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Revolution Medicines (RVMD) Stock Looks Fully Priced With Strong Returns But Weak Value Checks" }, "source_id": "E1463", "source_type": "news", "ticker": "RVMD", "tier": 2, "timestamp": "2026-07-25T18:09:30+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/revolution-medicines-rvmd-stock-looks-180930946.html" }, { "claim": "Revolution Medicines (RVMD) Wins FDA Review Milestone For Daraxonrasib In Pancreatic Cancer", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Revolution Medicines (RVMD) Wins FDA Review Milestone For Daraxonrasib In Pancreatic Cancer" }, "source_id": "E1464", "source_type": "news", "ticker": "RVMD", "tier": 2, "timestamp": "2026-07-25T10:06:52+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/revolution-medicines-rvmd-wins-fda-100652407.html" }, { "claim": "Can Revolution Medicines (RVMD) Justify Its Valuation On Daraxonrasib Survival Data?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Can Revolution Medicines (RVMD) Justify Its Valuation On Daraxonrasib Survival Data?" }, "source_id": "E1465", "source_type": "news", "ticker": "RVMD", "tier": 2, "timestamp": "2026-07-25T04:21:46+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/revolution-medicines-rvmd-justify-valuation-042146399.html" }, { "claim": "Axon vs. Woodward: Which Aerospace & Defense Stock has Better Prospects?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Axon vs. Woodward: Which Aerospace & Defense Stock has Better Prospects?" }, "source_id": "E1466", "source_type": "news", "ticker": "AXON", "tier": 2, "timestamp": "2026-07-24T15:24:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/axon-vs-woodward-aerospace-defense-152400872.html" }, { "claim": "Axon Enterprise (AXON) On Earnings Focus And AI Narrative Looks Undervalued", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Axon Enterprise (AXON) On Earnings Focus And AI Narrative Looks Undervalued" }, "source_id": "E1467", "source_type": "earnings", "ticker": "AXON", "tier": 2, "timestamp": "2026-07-22T22:11:53+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/axon-enterprise-axon-earnings-focus-221153312.html" }, { "claim": "Axon Enterprise (AXON) Beats Stock Market Upswing: What Investors Need to Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Axon Enterprise (AXON) Beats Stock Market Upswing: What Investors Need to Know" }, "source_id": "E1468", "source_type": "news", "ticker": "AXON", "tier": 2, "timestamp": "2026-07-24T21:50:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/axon-enterprise-axon-beats-stock-215003670.html" }, { "claim": "Is Axon (AXON) Quietly Recasting Its AI Governance To Reshape Its Public Safety Platform?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Axon (AXON) Quietly Recasting Its AI Governance To Reshape Its Public Safety Platform?" }, "source_id": "E1469", "source_type": "news", "ticker": "AXON", "tier": 2, "timestamp": "2026-07-23T07:12:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/axon-axon-quietly-recasting-ai-071235272.html" }, { "claim": "Barclays Cuts Price Target on VICI Properties to $31 From $34, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Barclays Cuts Price Target on VICI Properties to $31 From $34, Maintains Overweight Rating" }, "source_id": "E1470", "source_type": "news", "ticker": "VICI", "tier": 2, "timestamp": "2026-07-22T11:28:20+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/barclays-cuts-price-target-vici-112820307.html" }, { "claim": "VICI Properties Inc. 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Airline Stocks Are Rising for a Different Reason.", "confidence": 0.78, "publisher": "Barrons.com", "raw_value": { "catalyst_bucket": "mna", "headline": "United Pursued Delta Merger: Report. Airline Stocks Are Rising for a Different Reason." }, "source_id": "E1473", "source_type": "news", "ticker": "UAL", "tier": 2, "timestamp": "2026-07-27T11:41:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/a919ab97-8e81-319a-9277-19ff107fbb1a/united-pursued-delta-merger%3A.html" }, { "claim": "Market Chatter: United Airlines Holdings Pitched Potential Merger to Delta Air Lines Last Year", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "mna", "headline": "Market Chatter: United Airlines Holdings Pitched Potential Merger to Delta Air Lines Last Year" }, "source_id": "E1474", "source_type": "news", "ticker": "UAL", "tier": 2, "timestamp": "2026-07-27T10:19:57+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/market-chatter-united-airlines-holdings-101957523.html" }, { "claim": "UAL, DAL, AAL Stocks In Focus: United Airlines’ Mega Merger Hunt Reportedly Took Aim At Delta Before American", "confidence": 0.78, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "mna", "headline": "UAL, DAL, AAL Stocks In Focus: United Airlines’ Mega Merger Hunt Reportedly Took Aim At Delta Before American" }, "source_id": "E1475", "source_type": "news", "ticker": "UAL", "tier": 2, "timestamp": "2026-07-27T08:27:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/b6bc9807-3869-355b-9561-74ac5b5deb6f/ual%2C-dal%2C-aal-stocks-in.html" }, { "claim": "United reportedly sought merger with Delta before approaching American", "confidence": 0.78, "publisher": "Investing.com", "raw_value": { "catalyst_bucket": "mna", "headline": "United reportedly sought merger with Delta before approaching American" }, "source_id": "E1476", "source_type": "news", "ticker": "UAL", "tier": 2, "timestamp": "2026-07-26T20:23:20+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/united-reportedly-sought-merger-delta-202320183.html" }, { "claim": "Why Are CRCL, COIN Stocks Rising Pre-Market Despite Bitcoin’s Dip, Price Target Cuts?", "confidence": 0.78, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "analyst", "headline": "Why Are CRCL, COIN Stocks Rising Pre-Market Despite Bitcoin’s Dip, Price Target Cuts?" }, "source_id": "E1477", "source_type": "news", "ticker": "CRCL", "tier": 2, "timestamp": "2026-07-24T13:07:24+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/94511c08-352f-3f0e-8423-64d5d795cfee/why-are-crcl%2C-coin-stocks.html" }, { "claim": "Circle CEO Jeremy Allaire Says the Stablecoin Market Is Going to See Record Growth. What Does That Mean for CRCL Stock?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Circle CEO Jeremy Allaire Says the Stablecoin Market Is Going to See Record Growth. What Does That Mean for CRCL Stock?" }, "source_id": "E1478", "source_type": "news", "ticker": "CRCL", "tier": 2, "timestamp": "2026-07-26T14:47:30+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/ff4e422d-4eba-3ef2-b3c1-4312a8c4f02a/circle-ceo-jeremy-allaire.html" }, { "claim": "Circle Internet Group (CRCL) Is Being Reframed As Financial Infrastructure, Is The Upside Already Priced In?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Circle Internet Group (CRCL) Is Being Reframed As Financial Infrastructure, Is The Upside Already Priced In?" }, "source_id": "E1479", "source_type": "news", "ticker": "CRCL", "tier": 2, "timestamp": "2026-07-25T03:17:38+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/crypto/articles/circle-internet-group-crcl-being-031738479.html" }, { "claim": "Circle Pushes a MiCA Fix That Could Bring Tether Back to Europe", "confidence": 0.62, "publisher": "BeInCrypto", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Circle Pushes a MiCA Fix That Could Bring Tether Back to Europe" }, "source_id": "E1480", "source_type": "news", "ticker": "CRCL", "tier": 2, "timestamp": "2026-07-24T13:27:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/7fb4243c-abdd-3ee0-b13c-b18f8d478449/circle-pushes-a-mica-fix-that.html" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 10-Q filing: 10-Q 2026-06-30" }, "source_id": "E1481", "source_type": "sec", "ticker": "DOV", "tier": 1, "timestamp": "2026-07-23T11:02:36+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/29905/000002990526000027/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-23" }, "source_id": "E1482", "source_type": "sec", "ticker": "DOV", "tier": 1, "timestamp": "2026-07-23T11:00:14+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/29905/000002990526000026/" }, { "claim": "Dover (DOV) Launches RevolveSD Series For Sterile Disconnection In Bioprocessing", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "new_product", "headline": "Dover (DOV) Launches RevolveSD Series For Sterile Disconnection In Bioprocessing" }, "source_id": "E1483", "source_type": "news", "ticker": "DOV", "tier": 2, "timestamp": "2026-07-24T14:14:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/dover-dov-launches-revolvesd-series-141423658.html" }, { "claim": "Baird Adjusts Price Target on Dover to $270 From $279, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Baird Adjusts Price Target on Dover to $270 From $279, Maintains Outperform Rating" }, "source_id": "E1484", "source_type": "news", "ticker": "DOV", "tier": 2, "timestamp": "2026-07-24T13:39:29+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/baird-adjusts-price-target-dover-133929535.html" }, { "claim": "Here Are Friday’s Top Wall Street Analyst Research Calls: Albertsons, Blue Owl Capital, Cleveland-Cliffs, Chime Financial, Digital Realty, Dover, PayPal Holdings, SpaceX, and More", "confidence": 0.78, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "Here Are Friday’s Top Wall Street Analyst Research Calls: Albertsons, Blue Owl Capital, Cleveland-Cliffs, Chime Financial, Digital Realty, Dover, PayPal Holdings, SpaceX, and More" }, "source_id": "E1485", "source_type": "news", "ticker": "DOV", "tier": 2, "timestamp": "2026-07-24T12:00:51+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/bfa1c847-c934-3c1c-87fc-7a5ad457ee0e/here-are-friday%E2%80%99s-top-wall.html" }, { "claim": "Dover's Plant Move Miscue Overshadows Q2 Bookings Growth, RBC Capital Markets Says", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Dover's Plant Move Miscue Overshadows Q2 Bookings Growth, RBC Capital Markets Says" }, "source_id": "E1486", "source_type": "news", "ticker": "DOV", "tier": 2, "timestamp": "2026-07-24T15:48:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/dover-apos-plant-move-miscue-154844881.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-20", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-20" }, "source_id": "E1487", "source_type": "sec", "ticker": "EL", "tier": 1, "timestamp": "2026-07-24T16:16:30+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1001250/000100125026000033/" }, { "claim": "SEC 4 filing: 4 2026-07-21", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 4 filing: 4 2026-07-21" }, "source_id": "E1488", "source_type": "sec", "ticker": "EL", "tier": 1, "timestamp": "2026-07-22T20:23:14+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1001250/000107093826000016/" }, { "claim": "SEC 4 filing: 4 2026-07-21", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 4 filing: 4 2026-07-21" }, "source_id": "E1489", "source_type": "sec", "ticker": "EL", "tier": 1, "timestamp": "2026-07-22T20:22:55+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1001250/000103465726000010/" }, { "claim": "What You Need To Know Ahead of Estée Lauder’s Earnings Release", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "earnings", "headline": "What You Need To Know Ahead of Estée Lauder’s Earnings Release" }, "source_id": "E1490", "source_type": "earnings", "ticker": "EL", "tier": 2, "timestamp": "2026-07-24T10:46:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/e52f8eb6-7b95-3b5c-ab6c-94fa1511c513/what-you-need-to-know-ahead.html" }, { "claim": "Why Estee Lauder (EL) is Poised to Beat Earnings Estimates Again", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Why Estee Lauder (EL) is Poised to Beat Earnings Estimates Again" }, "source_id": "E1491", "source_type": "earnings", "ticker": "EL", "tier": 2, "timestamp": "2026-07-23T16:10:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-estee-lauder-el-poised-161003051.html" }, { "claim": "Barclays Adjusts Price Target on Estee Lauder to $80 From $75, Maintains Equalweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Barclays Adjusts Price Target on Estee Lauder to $80 From $75, Maintains Equalweight Rating" }, "source_id": "E1492", "source_type": "news", "ticker": "EL", "tier": 2, "timestamp": "2026-07-21T10:42:39+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/barclays-adjusts-price-target-estee-104239481.html" }, { "claim": "Estee Lauder Turnaround Gains Momentum as Key Brands Improve, RBC Says", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Estee Lauder Turnaround Gains Momentum as Key Brands Improve, RBC Says" }, "source_id": "E1493", "source_type": "news", "ticker": "EL", "tier": 2, "timestamp": "2026-07-23T16:43:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/estee-lauder-turnaround-gains-momentum-164316900.html" }, { "claim": "Earnings To Watch: IQVIA (IQV) Reports Q2 Results Tomorrow", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "Earnings To Watch: IQVIA (IQV) Reports Q2 Results Tomorrow" }, "source_id": "E1494", "source_type": "earnings", "ticker": "IQV", "tier": 2, "timestamp": "2026-07-27T04:05:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/earnings-watch-iqvia-iqv-reports-040502663.html" }, { "claim": "IQVIA Gears Up to Report Q2 Earnings: What's in the Offing?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "IQVIA Gears Up to Report Q2 Earnings: What's in the Offing?" }, "source_id": "E1495", "source_type": "earnings", "ticker": "IQV", "tier": 2, "timestamp": "2026-07-24T16:54:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/iqvia-gears-report-q2-earnings-165400434.html" }, { "claim": "IQVIA Holdings (IQV) Reports Next Week: Wall Street Expects Earnings Growth", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "IQVIA Holdings (IQV) Reports Next Week: Wall Street Expects Earnings Growth" }, "source_id": "E1496", "source_type": "earnings", "ticker": "IQV", "tier": 2, "timestamp": "2026-07-21T14:00:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/iqvia-holdings-iqv-reports-next-140011577.html" }, { "claim": "Can Twilio’s (TWLO) Elevated Earnings Hopes Reshape Its Core Gross Profit Story?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Can Twilio’s (TWLO) Elevated Earnings Hopes Reshape Its Core Gross Profit Story?" }, "source_id": "E1497", "source_type": "earnings", "ticker": "TWLO", "tier": 2, "timestamp": "2026-07-23T22:10:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/twilio-twlo-elevated-earnings-hopes-221027878.html" }, { "claim": "Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending Stock", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending Stock" }, "source_id": "E1498", "source_type": "news", "ticker": "TWLO", "tier": 2, "timestamp": "2026-07-23T13:00:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/know-beyond-why-twilio-inc-130002914.html" }, { "claim": "Twilio Research Finds 88% of Government Organizations Rate Their Citizen Engagement as Good or Excellent, but Only 44% of Citizens Agree", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Twilio Research Finds 88% of Government Organizations Rate Their Citizen Engagement as Good or Excellent, but Only 44% of Citizens Agree" }, "source_id": "E1499", "source_type": "news", "ticker": "TWLO", "tier": 2, "timestamp": "2026-07-23T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/twilio-research-finds-88-government-130000820.html" }, { "claim": "Twilio (TWLO) Stock Falls Amid Market Uptick: What Investors Need to Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Twilio (TWLO) Stock Falls Amid Market Uptick: What Investors Need to Know" }, "source_id": "E1500", "source_type": "news", "ticker": "TWLO", "tier": 2, "timestamp": "2026-07-21T22:00:07+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/twilio-twlo-stock-falls-amid-220007946.html" }, { "claim": "Oppenheimer Adjusts Price Target on Amrize to $65 From $68, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Oppenheimer Adjusts Price Target on Amrize to $65 From $68, Maintains Outperform Rating" }, "source_id": "E1501", "source_type": "news", "ticker": "AMRZ", "tier": 2, "timestamp": "2026-07-21T12:49:53+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/oppenheimer-adjusts-price-target-amrize-124953482.html" }, { "claim": "Amrize to Acquire Rapid Redi-Mix in Dallas-Fort Worth", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "mna", "headline": "Amrize to Acquire Rapid Redi-Mix in Dallas-Fort Worth" }, "source_id": "E1502", "source_type": "news", "ticker": "AMRZ", "tier": 2, "timestamp": "2026-07-20T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/amrize-acquire-rapid-redi-mix-130000883.html" }, { "claim": "Advisory: Fortis Inc. to Hold Teleconference and Webcast on July 31 to Discuss Second Quarter 2026 Results", "confidence": 0.78, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Advisory: Fortis Inc. to Hold Teleconference and Webcast on July 31 to Discuss Second Quarter 2026 Results" }, "source_id": "E1503", "source_type": "earnings", "ticker": "FTS", "tier": 2, "timestamp": "2026-07-23T20:35:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/advisory-fortis-inc-hold-teleconference-203500282.html" }, { "claim": "Fortis (FTS) Reports Next Week: What to Expect", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Fortis (FTS) Reports Next Week: What to Expect" }, "source_id": "E1504", "source_type": "news", "ticker": "FTS", "tier": 2, "timestamp": "2026-07-24T14:00:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/fortis-fts-reports-next-week-140006680.html" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 10-Q filing: 10-Q 2026-06-30" }, "source_id": "E1505", "source_type": "sec", "ticker": "OTIS", "tier": 1, "timestamp": "2026-07-23T20:12:48+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1781335/000178133526000113/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-22" }, "source_id": "E1506", "source_type": "sec", "ticker": "OTIS", "tier": 1, "timestamp": "2026-07-22T10:05:47+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1781335/000178133526000110/" }, { "claim": "Otis Service Growth Builds Momentum as Equipment Demand Stays Weak", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Otis Service Growth Builds Momentum as Equipment Demand Stays Weak" }, "source_id": "E1507", "source_type": "news", "ticker": "OTIS", "tier": 2, "timestamp": "2026-07-24T14:08:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/otis-growth-builds-momentum-equipment-140800689.html" }, { "claim": "Is Otis Stock Attractive After Guidance Cuts and Its 19% YTD Slide?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Is Otis Stock Attractive After Guidance Cuts and Its 19% YTD Slide?" }, "source_id": "E1508", "source_type": "earnings", "ticker": "OTIS", "tier": 2, "timestamp": "2026-07-24T14:06:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/otis-stock-attractive-guidance-cuts-140600016.html" }, { "claim": "Otis Declares Quarterly Dividend of $0.44 per Share", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Otis Declares Quarterly Dividend of $0.44 per Share" }, "source_id": "E1509", "source_type": "earnings", "ticker": "OTIS", "tier": 2, "timestamp": "2026-07-23T20:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/otis-declares-quarterly-dividend-0-201500846.html" }, { "claim": "BNP Paribas Adjusts Otis Worldwide Price Target to $86 From $90", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BNP Paribas Adjusts Otis Worldwide Price Target to $86 From $90" }, "source_id": "E1510", "source_type": "news", "ticker": "OTIS", "tier": 2, "timestamp": "2026-07-23T15:29:17+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bnp-paribas-adjusts-otis-worldwide-152917034.html" }, { "claim": "Ryanair Holdings plc (RYAAY)’s Profit Fell by a Third on the Iran War. Is the Selloff a Buying Opportunity?", "confidence": 0.78, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ryanair Holdings plc (RYAAY)’s Profit Fell by a Third on the Iran War. Is the Selloff a Buying Opportunity?" }, "source_id": "E1511", "source_type": "earnings", "ticker": "RYAAY", "tier": 2, "timestamp": "2026-07-23T10:28:17+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ryanair-holdings-plc-ryaay-profit-102817105.html" }, { "claim": "Ryanair Q1 Earnings Miss on Lower Fares and Fuel Cost Spike", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ryanair Q1 Earnings Miss on Lower Fares and Fuel Cost Spike" }, "source_id": "E1512", "source_type": "earnings", "ticker": "RYAAY", "tier": 2, "timestamp": "2026-07-21T17:26:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ryanair-q1-earnings-miss-lower-172600767.html" }, { "claim": "Ryanair (ISE:RYA) Profit Fell As Fuel Costs Rose And Fare Cuts Hit Q1", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ryanair (ISE:RYA) Profit Fell As Fuel Costs Rose And Fare Cuts Hit Q1" }, "source_id": "E1513", "source_type": "earnings", "ticker": "RYAAY", "tier": 2, "timestamp": "2026-07-20T21:09:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ryanair-ise-rya-profit-fell-210911855.html" }, { "claim": "Ryanair CFO: Rival Airlines Could Fail This Winter; Industry Shakeout Could Lead to Pricing Power", "confidence": 0.62, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Ryanair CFO: Rival Airlines Could Fail This Winter; Industry Shakeout Could Lead to Pricing Power" }, "source_id": "E1514", "source_type": "news", "ticker": "RYAAY", "tier": 2, "timestamp": "2026-07-20T21:47:18+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/5f3b45d2-7a34-3902-8f92-03ff1b641402/ryanair-cfo%3A-rival-airlines.html" }, { "claim": "Should CenterPoint’s Dividend Hike and Earnings Outlook Shift the Income Narrative for CNP Investors?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Should CenterPoint’s Dividend Hike and Earnings Outlook Shift the Income Narrative for CNP Investors?" }, "source_id": "E1515", "source_type": "earnings", "ticker": "CNP", "tier": 2, "timestamp": "2026-07-26T18:08:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/centerpoint-dividend-hike-earnings-outlook-180804423.html" }, { "claim": "CenterPoint Energy (CNP) Gets A Zacks Upgrade And Dividend Lift, Is It Fully Priced?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "CenterPoint Energy (CNP) Gets A Zacks Upgrade And Dividend Lift, Is It Fully Priced?" }, "source_id": "E1516", "source_type": "news", "ticker": "CNP", "tier": 2, "timestamp": "2026-07-26T05:13:18+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/centerpoint-energy-cnp-gets-zacks-051318232.html" }, { "claim": "CenterPoint Energy (CNP) Stock Looks Above Fair Value With Strong 5 Year Returns", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "CenterPoint Energy (CNP) Stock Looks Above Fair Value With Strong 5 Year Returns" }, "source_id": "E1517", "source_type": "news", "ticker": "CNP", "tier": 2, "timestamp": "2026-07-26T15:13:58+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/centerpoint-energy-cnp-stock-looks-151358569.html" }, { "claim": "What Makes CenterPoint (CNP) a New Buy Stock", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "What Makes CenterPoint (CNP) a New Buy Stock" }, "source_id": "E1518", "source_type": "news", "ticker": "CNP", "tier": 2, "timestamp": "2026-07-24T16:00:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/makes-centerpoint-cnp-buy-stock-160002755.html" }, { "claim": "Veeva Systems (VEEV) Could Be 42% Below Fair Value Following Guidance Upgrade", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Veeva Systems (VEEV) Could Be 42% Below Fair Value Following Guidance Upgrade" }, "source_id": "E1519", "source_type": "earnings", "ticker": "VEEV", "tier": 2, "timestamp": "2026-07-25T18:08:10+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/veeva-systems-veev-could-42-180810343.html" }, { "claim": "Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems' (VEEV) Investment Narrative?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems' (VEEV) Investment Narrative?" }, "source_id": "E1520", "source_type": "earnings", "ticker": "VEEV", "tier": 2, "timestamp": "2026-07-25T08:11:52+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/did-stronger-fy27-guidance-ai-081152916.html" }, { "claim": "Here's What to Expect From Veeva Systems' Next Earnings Report", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "earnings", "headline": "Here's What to Expect From Veeva Systems' Next Earnings Report" }, "source_id": "E1521", "source_type": "earnings", "ticker": "VEEV", "tier": 2, "timestamp": "2026-07-24T14:14:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/76a7356f-b539-3cf8-9bd5-e28d9cbba045/here%27s-what-to-expect-from.html" }, { "claim": "Veeva (VEEV) Stock Trades Below Fair Value Despite 44% Slide", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Veeva (VEEV) Stock Trades Below Fair Value Despite 44% Slide" }, "source_id": "E1522", "source_type": "news", "ticker": "VEEV", "tier": 2, "timestamp": "2026-07-25T14:11:51+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/veeva-veev-stock-trades-below-141151940.html" }, { "claim": "Biogen Q2 Earnings: Can New Drugs Counter Falling MS Sales?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Biogen Q2 Earnings: Can New Drugs Counter Falling MS Sales?" }, "source_id": "E1523", "source_type": "earnings", "ticker": "BIIB", "tier": 2, "timestamp": "2026-07-24T14:57:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/biogen-q2-earnings-drugs-counter-145700783.html" }, { "claim": "Rothschild & Co Redburn Adjusts Price Target on Biogen to $210 From $190, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Rothschild & Co Redburn Adjusts Price Target on Biogen to $210 From $190, Maintains Neutral Rating" }, "source_id": "E1524", "source_type": "news", "ticker": "BIIB", "tier": 2, "timestamp": "2026-07-24T13:36:54+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rothschild-co-redburn-adjusts-price-133654889.html" }, { "claim": "Analysts Estimate Biogen Inc. (BIIB) to Report a Decline in Earnings: What to Look Out for", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Analysts Estimate Biogen Inc. (BIIB) to Report a Decline in Earnings: What to Look Out for" }, "source_id": "E1525", "source_type": "earnings", "ticker": "BIIB", "tier": 2, "timestamp": "2026-07-22T14:00:22+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/analysts-estimate-biogen-inc-biib-140022640.html" }, { "claim": "BofA Securities Adjusts Biogen Price Target to $215 From $217", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "BofA Securities Adjusts Biogen Price Target to $215 From $217" }, "source_id": "E1526", "source_type": "news", "ticker": "BIIB", "tier": 2, "timestamp": "2026-07-21T12:15:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bofa-securities-adjusts-biogen-price-121526655.html" }, { "claim": "Teck Resources Q2 Earnings Beat Estimates, Sales & Margins Improve Y/Y", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Teck Resources Q2 Earnings Beat Estimates, Sales & Margins Improve Y/Y" }, "source_id": "E1527", "source_type": "earnings", "ticker": "TECK", "tier": 2, "timestamp": "2026-07-24T14:04:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/teck-resources-q2-earnings-beat-140400013.html" }, { "claim": "Teck Resources (TSX:TECK.B) Is Up 7.3% After Record Copper-Fueled Q2 Earnings Beat What's Changed", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Teck Resources (TSX:TECK.B) Is Up 7.3% After Record Copper-Fueled Q2 Earnings Beat What's Changed" }, "source_id": "E1528", "source_type": "earnings", "ticker": "TECK", "tier": 2, "timestamp": "2026-07-24T07:17:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/teck-resources-tsx-teck-b-071701929.html" }, { "claim": "Teck Resources (TSX:TECK.B) Could Be About Right Following The Q2 Earnings Beat", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Teck Resources (TSX:TECK.B) Could Be About Right Following The Q2 Earnings Beat" }, "source_id": "E1529", "source_type": "earnings", "ticker": "TECK", "tier": 2, "timestamp": "2026-07-24T04:29:52+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/teck-resources-tsx-teck-b-042952255.html" }, { "claim": "Teck Resources Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Teck Resources Q2 Earnings Call Highlights" }, "source_id": "E1530", "source_type": "earnings", "ticker": "TECK", "tier": 2, "timestamp": "2026-07-24T02:05:25+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/9d61a8ba-8b0f-384b-8484-4a9e9e715d34/teck-resources-q2-earnings.html" }, { "claim": "Scotiabank Downgrades Pembina Pipeline to Sector Perform From Sector Outperform, Adjusts Price Target to CA$73 From CA$69", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Scotiabank Downgrades Pembina Pipeline to Sector Perform From Sector Outperform, Adjusts Price Target to CA$73 From CA$69" }, "source_id": "E1531", "source_type": "news", "ticker": "PBA", "tier": 2, "timestamp": "2026-07-21T11:45:29+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/scotiabank-downgrades-pembina-pipeline-sector-114529154.html" }, { "claim": "Is Curtiss Wright (CW) Undervalued After Its Recent Pullback?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Curtiss Wright (CW) Undervalued After Its Recent Pullback?" }, "source_id": "E1532", "source_type": "news", "ticker": "CW", "tier": 2, "timestamp": "2026-07-22T21:10:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/curtiss-wright-cw-undervalued-recent-211050642.html" }, { "claim": "Edison International (EIX) Draws Earnings Optimism, Is The Stock Fully Valued?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Edison International (EIX) Draws Earnings Optimism, Is The Stock Fully Valued?" }, "source_id": "E1533", "source_type": "earnings", "ticker": "EIX", "tier": 2, "timestamp": "2026-07-24T14:15:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/news/edison-international-eix-draws-earnings-141511318.html" }, { "claim": "Jefferies Raises Edison International Price Target to $68 From $66", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Jefferies Raises Edison International Price Target to $68 From $66" }, "source_id": "E1534", "source_type": "news", "ticker": "EIX", "tier": 2, "timestamp": "2026-07-23T15:45:47+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jefferies-raises-edison-international-price-154547674.html" }, { "claim": "Edison International (EIX) Earnings Expected to Grow: Should You Buy?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Edison International (EIX) Earnings Expected to Grow: Should You Buy?" }, "source_id": "E1535", "source_type": "earnings", "ticker": "EIX", "tier": 2, "timestamp": "2026-07-23T14:00:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/edison-international-eix-earnings-expected-140008106.html" }, { "claim": "Morgan Stanley Adjusts Price Target on Edison International to $69 From $66, Maintains Underweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Morgan Stanley Adjusts Price Target on Edison International to $69 From $66, Maintains Underweight Rating" }, "source_id": "E1536", "source_type": "news", "ticker": "EIX", "tier": 2, "timestamp": "2026-07-22T12:55:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-adjusts-price-target-125535640.html" }, { "claim": "Mettler-Toledo (MTD) Earnings Expected to Grow: Should You Buy?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Mettler-Toledo (MTD) Earnings Expected to Grow: Should You Buy?" }, "source_id": "E1537", "source_type": "earnings", "ticker": "MTD", "tier": 2, "timestamp": "2026-07-23T14:00:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/mettler-toledo-mtd-earnings-expected-140012057.html" }, { "claim": "Mettler-Toledo (MTD) Upgraded to Buy: Here's What You Should Know", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "Mettler-Toledo (MTD) Upgraded to Buy: Here's What You Should Know" }, "source_id": "E1538", "source_type": "news", "ticker": "MTD", "tier": 2, "timestamp": "2026-07-20T16:00:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/mettler-toledo-mtd-upgraded-buy-160003656.html" }, { "claim": "What To Expect From Centene’s (CNC) Q2 Earnings", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "What To Expect From Centene’s (CNC) Q2 Earnings" }, "source_id": "E1539", "source_type": "earnings", "ticker": "CNC", "tier": 2, "timestamp": "2026-07-27T06:37:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/expect-centene-cnc-q2-earnings-063702615.html" }, { "claim": "Centene (CNC) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Centene (CNC) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates" }, "source_id": "E1540", "source_type": "earnings", "ticker": "CNC", "tier": 2, "timestamp": "2026-07-23T13:15:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/centene-cnc-q2-earnings-preview-131508170.html" }, { "claim": "Is Centene Stock a Smart Buy Ahead of Q2 Earnings? Key Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Is Centene Stock a Smart Buy Ahead of Q2 Earnings? Key Estimates" }, "source_id": "E1541", "source_type": "earnings", "ticker": "CNC", "tier": 2, "timestamp": "2026-07-22T15:41:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/centene-stock-smart-buy-ahead-154100347.html" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 10-Q filing: 10-Q 2026-06-30" }, "source_id": "E1542", "source_type": "sec", "ticker": "ROL", "tier": 1, "timestamp": "2026-07-23T20:53:02+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/84839/000008483926000040/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-22", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-22" }, "source_id": "E1543", "source_type": "sec", "ticker": "ROL", "tier": 1, "timestamp": "2026-07-22T20:06:26+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/84839/000008483926000038/" }, { "claim": "Rollins (ROL) Stock May Look Reasonable On Cash Flow While Earnings Stay Rich", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Rollins (ROL) Stock May Look Reasonable On Cash Flow While Earnings Stay Rich" }, "source_id": "E1544", "source_type": "earnings", "ticker": "ROL", "tier": 2, "timestamp": "2026-07-26T21:07:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rollins-rol-stock-may-look-210732601.html" }, { "claim": "JPMorgan cuts Rollins to Neutral on demand uncertainty, slashes price target", "confidence": 0.78, "publisher": "Investing.com", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "JPMorgan cuts Rollins to Neutral on demand uncertainty, slashes price target" }, "source_id": "E1545", "source_type": "news", "ticker": "ROL", "tier": 2, "timestamp": "2026-07-24T15:22:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-cuts-rollins-neutral-demand-152209742.html" }, { "claim": "BNP Paribas Adjusts Rollins Price Target to $44 From $63, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BNP Paribas Adjusts Rollins Price Target to $44 From $63, Maintains Neutral Rating" }, "source_id": "E1546", "source_type": "news", "ticker": "ROL", "tier": 2, "timestamp": "2026-07-24T14:33:57+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bnp-paribas-adjusts-rollins-price-143357904.html" }, { "claim": "UBS Adjusts Price Target on Rollins to $43 From $50, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "UBS Adjusts Price Target on Rollins to $43 From $50, Maintains Neutral Rating" }, "source_id": "E1547", "source_type": "news", "ticker": "ROL", "tier": 2, "timestamp": "2026-07-24T13:16:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ubs-adjusts-price-target-rollins-131613621.html" }, { "claim": "Here Are Monday’s Top Wall Street Analyst Research Calls: Alphabet, Clean Harbors, Ford, Huntington Bancshares, Rivian, Rocket Lab, Terawulf, Vale, Warner Bros. Discovery, and More", "confidence": 0.78, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Here Are Monday’s Top Wall Street Analyst Research Calls: Alphabet, Clean Harbors, Ford, Huntington Bancshares, Rivian, Rocket Lab, Terawulf, Vale, Warner Bros. Discovery, and More" }, "source_id": "E1548", "source_type": "news", "ticker": "HBAN", "tier": 2, "timestamp": "2026-07-27T11:46:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/e03734bb-9866-3aff-be0b-6e10f38ad0bf/here-are-monday%E2%80%99s-top-wall.html" }, { "claim": "BofA Securities Downgrades Huntington Bancshares to Neutral From Buy, Price Target is $18.50", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "BofA Securities Downgrades Huntington Bancshares to Neutral From Buy, Price Target is $18.50" }, "source_id": "E1549", "source_type": "news", "ticker": "HBAN", "tier": 2, "timestamp": "2026-07-27T11:46:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bofa-securities-downgrades-huntington-bancshares-114611121.html" }, { "claim": "Autonomous Research Adjusts Price Target on Huntington Bancshares to $18 From $19, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Autonomous Research Adjusts Price Target on Huntington Bancshares to $18 From $19, Maintains Outperform Rating" }, "source_id": "E1550", "source_type": "news", "ticker": "HBAN", "tier": 2, "timestamp": "2026-07-24T13:15:55+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/autonomous-research-adjusts-price-target-131555390.html" }, { "claim": "Stephens Adjusts Price Target on Huntington Bancshares to $19 From $20, Maintains Equalweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Stephens Adjusts Price Target on Huntington Bancshares to $19 From $20, Maintains Equalweight Rating" }, "source_id": "E1551", "source_type": "news", "ticker": "HBAN", "tier": 2, "timestamp": "2026-07-24T11:46:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/stephens-adjusts-price-target-huntington-114650410.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-20", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-20" }, "source_id": "E1552", "source_type": "sec", "ticker": "WRB", "tier": 1, "timestamp": "2026-07-20T20:13:03+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/11544/000001154426000033/" }, { "claim": "W. R. Berkley (WRB) Is Up 5.1% After Earnings Beat And Ongoing Buybacks Has The Bull Case Changed?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "W. R. Berkley (WRB) Is Up 5.1% After Earnings Beat And Ongoing Buybacks Has The Bull Case Changed?" }, "source_id": "E1553", "source_type": "earnings", "ticker": "WRB", "tier": 2, "timestamp": "2026-07-24T04:30:38+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/w-r-berkley-wrb-5-043038640.html" }, { "claim": "W.R. Berkley’s Q2 is Making Analysts Raise Price Targets, But Is The Optimism Justified?", "confidence": 0.78, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "analyst", "headline": "W.R. Berkley’s Q2 is Making Analysts Raise Price Targets, But Is The Optimism Justified?" }, "source_id": "E1554", "source_type": "news", "ticker": "WRB", "tier": 2, "timestamp": "2026-07-23T12:06:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/w-r-berkley-q2-making-120616346.html" }, { "claim": "ALL or WRB: Which Is the Better Value Stock Right Now?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "ALL or WRB: Which Is the Better Value Stock Right Now?" }, "source_id": "E1555", "source_type": "news", "ticker": "WRB", "tier": 2, "timestamp": "2026-07-24T15:40:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wrb-better-value-stock-now-154002454.html" }, { "claim": "Bristol Gate US Equity Strategy: W.R. Berkley (WRB) Offers Ballast to the Portfolio", "confidence": 0.62, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Bristol Gate US Equity Strategy: W.R. Berkley (WRB) Offers Ballast to the Portfolio" }, "source_id": "E1556", "source_type": "news", "ticker": "WRB", "tier": 2, "timestamp": "2026-07-23T13:39:25+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bristol-gate-us-equity-strategy-133925592.html" }, { "claim": "BofA Adjusts Price Target on Eversource Energy to $81 From $75", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BofA Adjusts Price Target on Eversource Energy to $81 From $75" }, "source_id": "E1557", "source_type": "news", "ticker": "ES", "tier": 2, "timestamp": "2026-07-27T12:28:21+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bofa-adjusts-price-target-eversource-122821801.html" }, { "claim": "Earnings Preview: Eversource Energy (ES) Q2 Earnings Expected to Decline", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Earnings Preview: 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(TSN) is a Trending Stock", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here is What to Know Beyond Why Tyson Foods, Inc. 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Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Reliance Steel & Aluminum Co. Q2 2026 Earnings Call Summary" }, "source_id": "E1724", "source_type": "earnings", "ticker": "RS", "tier": 2, "timestamp": "2026-07-23T12:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/c72d7fa5-de92-3ee6-aaaf-50c90a4956a3/reliance-steel-%26-aluminum-co..html" }, { "claim": "Citigroup Adjusts Price Target on Evergy to $97 From $95, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Citigroup Adjusts Price Target on Evergy to $97 From $95, Maintains Buy Rating" }, "source_id": "E1725", "source_type": "news", "ticker": "EVRG", "tier": 2, "timestamp": "2026-07-24T12:14:46+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/citigroup-adjusts-price-target-evergy-121446956.html" }, { "claim": "BTIG Adjusts Price Target on Evergy to $97 From $99, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BTIG Adjusts Price Target on Evergy to $97 From $99, Maintains Buy Rating" }, "source_id": "E1726", "source_type": "news", "ticker": "EVRG", "tier": 2, "timestamp": "2026-07-23T13:07:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/btig-adjusts-price-target-evergy-130711258.html" }, { "claim": "BMO Capital Adjusts Evergy Price Target to $92 From $88, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BMO Capital Adjusts Evergy Price Target to $92 From $88, Maintains Outperform Rating" }, "source_id": "E1727", "source_type": "news", "ticker": "EVRG", "tier": 2, "timestamp": "2026-07-22T12:54:41+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bmo-capital-adjusts-evergy-price-125441064.html" }, { "claim": "Evergy’s Q2 2026 Earnings: What to Expect", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "earnings", "headline": "Evergy’s Q2 2026 Earnings: What to Expect" }, "source_id": "E1728", "source_type": "earnings", "ticker": "EVRG", "tier": 2, "timestamp": "2026-07-21T11:11:36+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/bdcb6cd4-c5f9-35e4-b1a4-776946d17a06/evergy%E2%80%99s-q2-2026-earnings%3A.html" }, { "claim": "RBC Lifts Price Target on Cemex to $13.50 From $12.75, Keeps Sector Perform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "RBC Lifts Price Target on Cemex to $13.50 From $12.75, Keeps Sector Perform Rating" }, "source_id": "E1729", "source_type": "earnings", "ticker": "CX", "tier": 2, "timestamp": "2026-07-24T10:54:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rbc-lifts-price-target-cemex-105442763.html" }, { "claim": "CEMEX (CX) Q2 2026 Earnings Call Transcript", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "earnings", "headline": "CEMEX (CX) Q2 2026 Earnings Call Transcript" }, "source_id": "E1730", "source_type": "earnings", "ticker": "CX", "tier": 2, "timestamp": "2026-07-24T01:26:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/bd5d31d3-d2bf-35d0-89a2-32e566fbbb7a/cemex-%28cx%29-q2-2026-earnings.html" }, { "claim": "Cemex SAB de CV (CX) Q2 2026 Earnings Call Highlights: Record Cash Flow and Raised Guidance ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Cemex SAB de CV (CX) Q2 2026 Earnings Call Highlights: Record Cash Flow and Raised Guidance ..." }, "source_id": "E1731", "source_type": "earnings", "ticker": "CX", "tier": 2, "timestamp": "2026-07-23T21:04:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/cemex-sab-cv-cx-q2-210401077.html" }, { "claim": "Cemex Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Cemex Q2 Earnings Call Highlights" }, "source_id": "E1732", "source_type": "earnings", "ticker": "CX", "tier": 2, "timestamp": "2026-07-23T19:07:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/68d6bece-215f-3a88-a634-11b23dbcc3c8/cemex-q2-earnings-call.html" }, { "claim": "FDA Showdown Week: CAPR, NRXP, REPL And MRNA Face Make-Or-Break Regulatory Decisions", "confidence": 0.78, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "FDA Showdown Week: CAPR, NRXP, REPL And MRNA Face Make-Or-Break Regulatory Decisions" }, "source_id": "E1733", "source_type": "news", "ticker": "MRNA", "tier": 2, "timestamp": "2026-07-25T00:30:40+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/dcd8523b-f970-365c-afd0-cb618affa95e/fda-showdown-week%3A-capr%2C.html" }, { "claim": "Will Moderna (MRNA) Report Negative Earnings Next Week? 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What You Should Know" }, "source_id": "E1734", "source_type": "earnings", "ticker": "MRNA", "tier": 2, "timestamp": "2026-07-24T14:00:14+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/moderna-mrna-report-negative-earnings-140014784.html" }, { "claim": "Earnings Preview: What To Expect From Moderna’s Report", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "earnings", "headline": "Earnings Preview: What To Expect From Moderna’s Report" }, "source_id": "E1735", "source_type": "earnings", "ticker": "MRNA", "tier": 2, "timestamp": "2026-07-23T11:44:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/c33114f6-942f-3759-8fb4-39c2383a8774/earnings-preview%3A-what-to.html" }, { "claim": "Is Moderna (MRNA) Fully Valued As Board Changes And Earnings Near?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Is Moderna (MRNA) Fully Valued As Board Changes And Earnings Near?" }, "source_id": "E1736", "source_type": "earnings", "ticker": "MRNA", "tier": 2, "timestamp": "2026-07-22T04:29:56+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/moderna-mrna-fully-valued-board-042956434.html" }, { "claim": "New Dollar Tree store feature sparks customer backlash", "confidence": 0.62, "publisher": "TheStreet", "raw_value": { "catalyst_bucket": "technical_only", "headline": "New Dollar Tree store feature sparks customer backlash" }, "source_id": "E1737", "source_type": "news", "ticker": "DLTR", "tier": 2, "timestamp": "2026-07-24T16:47:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/5a961866-ac02-3bcc-94d3-88352163ec60/new-dollar-tree-store-feature.html" }, { "claim": "Kroger, Dollar Tree, and Grocery Outlet Shares Are Falling, What You Need To Know", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Kroger, Dollar Tree, and Grocery Outlet 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Sponsored ADR (LI) Stock Sinks As Market Gains: What You Should Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Li Auto Inc. Sponsored ADR (LI) Stock Sinks As Market Gains: What You Should Know" }, "source_id": "E1760", "source_type": "news", "ticker": "LI", "tier": 2, "timestamp": "2026-07-21T21:45:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/li-auto-inc-sponsored-adr-214503286.html" }, { "claim": "RBC Raises Price Target on Ovintiv to $85 From $70, Keeps Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "RBC Raises Price Target on Ovintiv to $85 From $70, Keeps Outperform Rating" }, "source_id": "E1761", "source_type": "earnings", "ticker": "OVV", "tier": 2, "timestamp": "2026-07-27T12:27:49+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rbc-raises-price-target-ovintiv-122749856.html" }, { "claim": "Ovintiv Price Target Raised to $85 at RBC", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Ovintiv Price Target Raised to $85 at RBC" }, "source_id": "E1762", "source_type": "news", "ticker": "OVV", "tier": 2, "timestamp": "2026-07-27T12:03:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ovintiv-price-target-raised-85-120319172.html" }, { "claim": "Ovintiv Inc (OVV) Q2 2026 Earnings Call Highlights: Strong Cash Flow and Production Growth Amid ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ovintiv Inc (OVV) Q2 2026 Earnings Call Highlights: Strong Cash Flow and Production Growth Amid ..." }, "source_id": "E1763", "source_type": "earnings", "ticker": "OVV", "tier": 2, "timestamp": "2026-07-24T23:00:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/ovintiv-inc-ovv-q2-2026-230019199.html" }, { "claim": "Ovintiv Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ovintiv Q2 Earnings Call Highlights" }, "source_id": "E1764", "source_type": "earnings", "ticker": "OVV", "tier": 2, "timestamp": "2026-07-24T17:03:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/7482ba3f-68bf-3d06-a8ac-323314bdf6a3/ovintiv-q2-earnings-call.html" }, { "claim": "Wall Street Analysts See a 36.87% Upside in Samsara Inc. (IOT): Can the Stock Really Move This High?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "Wall Street Analysts See a 36.87% Upside in Samsara Inc. (IOT): Can the Stock Really Move This High?" }, "source_id": "E1765", "source_type": "news", "ticker": "IOT", "tier": 2, "timestamp": "2026-07-24T13:55:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wall-street-analysts-see-36-135503639.html" }, { "claim": "The Zacks Analyst Blog Highlights Arista Networks, Unity Software, HubSpot and Samsara", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "The Zacks Analyst Blog Highlights Arista Networks, Unity Software, HubSpot and Samsara" }, "source_id": "E1766", "source_type": "news", "ticker": "IOT", "tier": 2, "timestamp": "2026-07-24T11:04:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-arista-110400415.html" }, { "claim": "Samsara Insider Sold Shares Worth $9,534,065, According to a Recent SEC Filing", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Samsara Insider Sold Shares Worth $9,534,065, According to a Recent SEC Filing" }, "source_id": "E1767", "source_type": "news", "ticker": "IOT", "tier": 2, "timestamp": "2026-07-24T08:02:25+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/samsara-insider-sold-shares-worth-080225011.html" }, { "claim": "Samsara rebrands as It crosses $2B in ARR", "confidence": 0.62, "publisher": "FreightWaves", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Samsara rebrands as It crosses $2B in ARR" }, "source_id": "E1768", "source_type": "news", "ticker": "IOT", "tier": 2, "timestamp": "2026-07-24T13:35:22+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/samsara-rebrands-crosses-2b-arr-133522670.html" }, { "claim": "RBC Raises Price Target on Western Midstream Partners to $41 From $40, Keeps Sector Perform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "RBC Raises Price Target on Western Midstream Partners to $41 From $40, Keeps Sector Perform Rating" }, "source_id": "E1769", "source_type": "earnings", "ticker": "WES", "tier": 2, "timestamp": "2026-07-21T11:58:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rbc-raises-price-target-western-115819045.html" }, { "claim": "Western Midstream Announces Second-Quarter 2026 Distribution and Earnings Conference Call", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Western Midstream Announces Second-Quarter 2026 Distribution and Earnings Conference Call" }, "source_id": "E1770", "source_type": "earnings", "ticker": "WES", "tier": 2, "timestamp": "2026-07-20T11:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/western-midstream-announces-second-quarter-110000156.html" }, { "claim": "Western Midstream (WES) Gains As Market Dips: What You Should Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Western Midstream (WES) Gains As Market Dips: What You Should Know" }, "source_id": "E1771", "source_type": "news", "ticker": "WES", "tier": 2, "timestamp": "2026-07-22T22:00:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/western-midstream-wes-gains-market-220006873.html" }, { "claim": "Western Midstream (WES) Ascends While Market Falls: Some Facts to Note", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Western Midstream (WES) Ascends While Market Falls: Some Facts to Note" }, "source_id": "E1772", "source_type": "news", "ticker": "WES", "tier": 2, "timestamp": "2026-07-20T22:15:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/western-midstream-wes-ascends-while-221504198.html" }, { "claim": "Evercore ISI Adjusts Akamai Technologies Price Target to $175 From $165, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Evercore ISI Adjusts Akamai Technologies Price Target to $175 From $165, Maintains Outperform Rating" }, "source_id": "E1773", "source_type": "news", "ticker": "AKAM", "tier": 2, "timestamp": "2026-07-27T13:05:57+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/evercore-isi-adjusts-akamai-technologies-130557226.html" }, { "claim": "Here's What to Expect From Akamai Technologies' Next Earnings Report", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "earnings", "headline": "Here's What to Expect From Akamai Technologies' Next Earnings Report" }, "source_id": "E1774", "source_type": "earnings", "ticker": "AKAM", "tier": 2, "timestamp": "2026-07-22T12:46:07+00:00", "url_or_provider_ref": 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"url_or_provider_ref": "https://finance.yahoo.com/markets/options/articles/implied-volatility-surging-akamai-stock-124800624.html" }, { "claim": "Leidos demonstrates tactical cyber detection capability during Valiant Shield 2026", "confidence": 0.62, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Leidos demonstrates tactical cyber detection capability during Valiant Shield 2026" }, "source_id": "E1777", "source_type": "news", "ticker": "LDOS", "tier": 2, "timestamp": "2026-07-27T12:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/leidos-demonstrates-tactical-cyber-detection-120000674.html" }, { "claim": "2 Reasons to Watch LDOS and 1 to Stay Cautious", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "2 Reasons to Watch LDOS and 1 to Stay Cautious" }, "source_id": "E1778", "source_type": "news", "ticker": "LDOS", "tier": 2, "timestamp": "2026-07-23T20:28:31+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/2-reasons-watch-ldos-1-202831375.html" }, { "claim": "Leidos reimagines experiences for 50,000 employees and boosts operational efficiency with the ServiceNow AI Platform", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Leidos reimagines experiences for 50,000 employees and boosts operational efficiency with the ServiceNow AI Platform" }, "source_id": "E1779", "source_type": "news", "ticker": "LDOS", "tier": 2, "timestamp": "2026-07-22T20:09:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/leidos-reimagines-experiences-50-000-200900317.html" }, { "claim": "Leidos (LDOS) Stock Drops Despite Market Gains: Important Facts to Note", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Leidos (LDOS) Stock Drops Despite Market Gains: Important Facts to Note" }, "source_id": "E1780", "source_type": "news", "ticker": "LDOS", "tier": 2, "timestamp": "2026-07-21T21:50:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/leidos-ldos-stock-drops-despite-215002574.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-23" }, "source_id": "E1781", "source_type": "sec", "ticker": "TSCO", "tier": 1, "timestamp": "2026-07-23T11:03:12+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/916365/000091636526000052/" }, { "claim": "Tractor Supply (TSCO) Stock Looks Fully Valued As Shares Fell 47%", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Tractor Supply (TSCO) Stock Looks Fully Valued As Shares Fell 47%" }, "source_id": "E1782", "source_type": "news", "ticker": "TSCO", "tier": 2, "timestamp": "2026-07-25T17:11:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/tractor-supply-tsco-stock-looks-171100552.html" }, { "claim": "Tractor Supply’s Petsense Closures And Guidance Cut Could Be A Game Changer For Tractor Supply (TSCO)", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Tractor Supply’s Petsense Closures And Guidance Cut Could Be A Game Changer For Tractor Supply (TSCO)" }, "source_id": "E1783", "source_type": "earnings", "ticker": "TSCO", "tier": 2, "timestamp": "2026-07-25T15:13:39+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/tractor-supply-petsense-closures-guidance-151339412.html" }, { "claim": "Tractor Supply (TSCO) Could Be 31% Undervalued After Weak Q2 And Lower Guidance", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Tractor Supply (TSCO) Could Be 31% Undervalued After Weak Q2 And Lower Guidance" }, "source_id": "E1784", "source_type": "earnings", "ticker": "TSCO", "tier": 2, "timestamp": "2026-07-25T09:10:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/tractor-supply-tsco-could-31-091016064.html" }, { "claim": "Stephens Adjusts Tractor Supply Price Target to $31 From $32", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Stephens Adjusts Tractor Supply Price Target to $31 From $32" }, "source_id": "E1785", "source_type": "news", "ticker": "TSCO", "tier": 2, "timestamp": "2026-07-24T16:29:14+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/stephens-adjusts-tractor-supply-price-162914003.html" }, { "claim": "All You Need to Know About Brookfield Infrastructure (BIP) Rating Upgrade to Buy", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "All You Need to Know About Brookfield Infrastructure (BIP) Rating Upgrade to Buy" }, "source_id": "E1786", "source_type": "news", "ticker": "BIP", "tier": 2, "timestamp": "2026-07-24T16:00:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/know-brookfield-infrastructure-bip-rating-160003666.html" }, { "claim": "Brookfield Infrastructure Partners (BIP) is a Great Momentum Stock: Should You Buy?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Brookfield Infrastructure Partners (BIP) is a Great Momentum Stock: Should You Buy?" }, "source_id": "E1787", "source_type": "news", "ticker": "BIP", "tier": 2, "timestamp": "2026-07-24T16:00:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/brookfield-infrastructure-partners-bip-great-160004589.html" }, { "claim": "Why Brookfield Infrastructure Partners (BIP) is a Top Dividend Stock for Your Portfolio", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why Brookfield Infrastructure Partners (BIP) is a Top Dividend Stock for Your Portfolio" }, "source_id": "E1788", "source_type": "news", "ticker": "BIP", "tier": 2, "timestamp": "2026-07-24T15:45:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-brookfield-infrastructure-partners-bip-154503955.html" }, { "claim": "Does Brookfield Infrastructure’s Planned Single-Corporation Structure and Index Appeal Change The Bull Case For BIP?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Does Brookfield Infrastructure’s Planned Single-Corporation Structure and Index Appeal Change The Bull Case For BIP?" }, "source_id": "E1789", "source_type": "news", "ticker": "BIP", "tier": 2, "timestamp": "2026-07-22T22:11:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/does-brookfield-infrastructure-planned-single-221123583.html" }, { "claim": "Lattice Semiconductor (LSCC) Rose on Strong Results, Guidance and AMI Acquisition", "confidence": 0.78, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "earnings", "headline": "Lattice Semiconductor (LSCC) Rose on Strong Results, Guidance and AMI Acquisition" }, "source_id": "E1790", "source_type": "earnings", "ticker": "LSCC", "tier": 2, "timestamp": "2026-07-24T15:18:49+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/lattice-semiconductor-lscc-rose-strong-151849726.html" }, { "claim": "Lattice Semiconductor Corporation (LSCC) Gains from Industrial and Automotive Recovery", "confidence": 0.78, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "new_product", "headline": "Lattice Semiconductor Corporation (LSCC) Gains from Industrial and Automotive Recovery" }, "source_id": "E1791", 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Undervalued As AI Demand Builds", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "TTM Technologies (TTMI) Stock May Be 21% Undervalued As AI Demand Builds" }, "source_id": "E1799", "source_type": "news", "ticker": "TTMI", "tier": 2, "timestamp": "2026-07-23T05:10:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ttm-technologies-ttmi-stock-may-051023428.html" }, { "claim": "TTM Technologies, Inc. to Conduct Second Quarter 2026 Conference Call on August 5, 2026.", "confidence": 0.78, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "earnings", "headline": "TTM Technologies, Inc. to Conduct Second Quarter 2026 Conference Call on August 5, 2026." }, "source_id": "E1800", "source_type": "earnings", "ticker": "TTMI", "tier": 2, "timestamp": "2026-07-22T20:05:00+00:00", "url_or_provider_ref": 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"url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/textron-txt-q2-earnings-report-094102442.html" }, { "claim": "Textron to Post Q2 Earnings: What's in the Cards for the Stock?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Textron to Post Q2 Earnings: What's in the Cards for the Stock?" }, "source_id": "E1818", "source_type": "earnings", "ticker": "TXT", "tier": 2, "timestamp": "2026-07-24T14:07:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/textron-post-q2-earnings-whats-140700747.html" }, { "claim": "Textron (TXT) On New Aircraft Orders And Bell Demand As Undervalued View Holds", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Textron (TXT) On New Aircraft Orders And Bell Demand As Undervalued View Holds" }, "source_id": "E1819", "source_type": "news", "ticker": "TXT", "tier": 2, "timestamp": "2026-07-21T01:08:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/textron-txt-aircraft-orders-bell-010812909.html" }, { "claim": "How Investors May Respond To Textron (TXT) Expanding Its Role In Global Pilot Training Fleets", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "How Investors May Respond To Textron (TXT) Expanding Its Role In Global Pilot Training Fleets" }, "source_id": "E1820", "source_type": "news", "ticker": "TXT", "tier": 2, "timestamp": "2026-07-21T06:12:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/investors-may-respond-textron-txt-061216642.html" }, { "claim": "RBC Raises Price Target on Plains All American Pipeline to $23 From $21, Keeps Sector Perform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "RBC Raises Price Target on Plains All American Pipeline to $23 From $21, Keeps Sector Perform Rating" }, "source_id": "E1821", "source_type": "earnings", "ticker": "PAA", "tier": 2, "timestamp": "2026-07-21T11:55:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rbc-raises-price-target-plains-115526037.html" }, { "claim": "SiTime (SITM) Pulls Back As AI Hardware Growth Narrative Keeps Valuation In Focus", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "SiTime (SITM) Pulls Back As AI Hardware Growth Narrative Keeps Valuation In Focus" }, "source_id": "E1822", "source_type": "earnings", "ticker": "SITM", "tier": 2, "timestamp": "2026-07-25T21:16:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/sitime-sitm-pulls-back-ai-211650882.html" }, { "claim": "SiTime Stock Outlook Hinges on AI Timing Growth and Execution", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "SiTime Stock Outlook Hinges on AI Timing Growth and Execution" }, "source_id": "E1823", "source_type": "earnings", "ticker": "SITM", "tier": 2, "timestamp": "2026-07-23T17:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/sitime-stock-outlook-hinges-ai-173000030.html" }, { "claim": "SiTime is Riding the Shift to AI Timing and Smarter Networks", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "SiTime is Riding the Shift to AI Timing and Smarter Networks" }, "source_id": "E1824", "source_type": "news", "ticker": "SITM", "tier": 2, "timestamp": "2026-07-23T18:26:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/sitime-riding-shift-ai-timing-182600776.html" }, { "claim": "Is SITM Stock a Buy Now or Too Expensive After Its Big Run?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is SITM Stock a Buy Now or Too Expensive After Its Big Run?" }, "source_id": "E1825", "source_type": "news", "ticker": "SITM", "tier": 2, "timestamp": "2026-07-23T17:52:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/sitm-stock-buy-now-too-175200170.html" }, { "claim": "Morgan Stanley Initiates Coverage on Somnigroup International With Overweight Rating, $95 PT", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Morgan Stanley Initiates Coverage on Somnigroup International With Overweight Rating, $95 PT" }, "source_id": "E1826", "source_type": "news", "ticker": "SGI", "tier": 2, "timestamp": "2026-07-27T12:23:34+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-initiates-coverage-somnigroup-122334216.html" }, { "claim": "Is SGI Stock a Buy Now or a Wait-and-See on Bedding Demand?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": 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"raw_value": { "catalyst_bucket": "technical_only", "headline": "GLPI vs. OHI: Which Stock Is the Better Value Option?" }, "source_id": "E1873", "source_type": "news", "ticker": "OHI", "tier": 2, "timestamp": "2026-07-23T15:40:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/glpi-vs-ohi-stock-better-154003991.html" }, { "claim": "Dycom Industries (DY) Rides Data Center Fiber Buzz But Is The Value Still There", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Dycom Industries (DY) Rides Data Center Fiber Buzz But Is The Value Still There" }, "source_id": "E1874", "source_type": "news", "ticker": "DY", "tier": 2, "timestamp": "2026-07-25T17:08:58+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/dycom-industries-dy-rides-data-170858296.html" }, { "claim": "Dycom Likely to Pick Up 'Sizable' Share of Work for Data Center Interconnections, UBS Says", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Dycom Likely to Pick Up 'Sizable' Share of Work for Data Center Interconnections, UBS Says" }, "source_id": "E1875", "source_type": "news", "ticker": "DY", "tier": 2, "timestamp": "2026-07-24T17:55:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/dycom-likely-pick-apos-sizable-175542263.html" }, { "claim": "Can Dycom Connect AI, Data Centers and Fiber Into One Growth Story?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Can Dycom Connect AI, Data Centers and Fiber Into One Growth Story?" }, "source_id": "E1876", "source_type": "news", "ticker": "DY", "tier": 2, "timestamp": "2026-07-22T14:52:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/dycom-connect-ai-data-centers-145200884.html" }, { "claim": "3 Big Reasons to Love Dycom (DY)", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "3 Big Reasons to Love Dycom (DY)" }, "source_id": "E1877", "source_type": "news", "ticker": "DY", "tier": 2, "timestamp": "2026-07-21T15:02:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/3-big-reasons-love-dycom-150226177.html" }, { "claim": "Jefferies Cuts Summit Therapeutics Price Target to $15 From $17, Hold Rating Kept", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Jefferies Cuts Summit Therapeutics Price Target to $15 From $17, Hold Rating Kept" }, "source_id": "E1878", "source_type": "news", "ticker": "SMMT", "tier": 2, "timestamp": "2026-07-24T18:43:46+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jefferies-cuts-summit-therapeutics-price-184346815.html" }, { "claim": "Summit Therapeutics Inc (SMMT) Q2 2026 Earnings Call Highlights: Strong Cash Position and ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Summit Therapeutics Inc (SMMT) Q2 2026 Earnings Call Highlights: Strong Cash Position and ..." }, "source_id": "E1879", "source_type": "earnings", "ticker": "SMMT", "tier": 2, "timestamp": "2026-07-24T05:01:10+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/summit-therapeutics-inc-smmt-q2-050110708.html" }, { "claim": "Summit Therapeutics Says Extended Follow-Up Reveals Stronger Survival Advantages with lead Cancer Drug", "confidence": 0.62, "publisher": "Benzinga", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Summit Therapeutics Says Extended Follow-Up Reveals Stronger Survival Advantages with lead Cancer Drug" }, "source_id": "E1880", "source_type": "news", "ticker": "SMMT", "tier": 2, "timestamp": "2026-07-24T11:01:10+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/summit-therapeutics-says-extended-reveals-110110386.html" }, { "claim": "Summit Therapeutics (SMMT) Updates Phase III Survival Data, Is The Stock Still A Bargain?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Summit Therapeutics (SMMT) Updates Phase III Survival Data, Is The Stock Still A Bargain?" }, "source_id": "E1881", "source_type": "news", "ticker": "SMMT", "tier": 2, "timestamp": "2026-07-24T02:11:49+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/summit-therapeutics-smmt-updates-phase-021149384.html" }, { "claim": "Are Investors Undervaluing LATAM Airlines Group (LTM) Right Now?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Are Investors Undervaluing LATAM Airlines Group (LTM) Right Now?" }, "source_id": "E1882", "source_type": "news", "ticker": "LTM", "tier": 2, "timestamp": "2026-07-23T13:40:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/investors-undervaluing-latam-airlines-group-134004268.html" }, { "claim": "GLPI vs. OHI: Which Stock Is the Better Value Option?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "GLPI vs. OHI: Which Stock Is the Better Value Option?" }, "source_id": "E1883", "source_type": "news", "ticker": "GLPI", "tier": 2, "timestamp": "2026-07-23T15:40:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/glpi-vs-ohi-stock-better-154003991.html" }, { "claim": "Smith+Nephew Expands ASC Platform to Support Value-Based Care", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Smith+Nephew Expands ASC Platform to Support Value-Based Care" }, "source_id": "E1884", "source_type": "news", "ticker": "SNN", "tier": 2, "timestamp": "2026-07-23T17:27:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/smith-nephew-expands-asc-platform-172700857.html" }, { "claim": "Smith+Nephew introduces expanded enterprise ASC Solutions Strategy to support growth, performance and value-based care", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Smith+Nephew introduces expanded enterprise ASC Solutions Strategy to support growth, performance and value-based care" }, "source_id": "E1885", "source_type": "news", "ticker": "SNN", "tier": 2, "timestamp": "2026-07-21T12:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/smith-nephew-introduces-expanded-enterprise-120000171.html" }, { "claim": "Will Jazz (JAZZ) Beat Estimates Again in Its Next Earnings Report?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Will Jazz (JAZZ) Beat Estimates Again in Its Next Earnings Report?" }, "source_id": "E1886", "source_type": "earnings", "ticker": "JAZZ", "tier": 2, "timestamp": "2026-07-21T16:10:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jazz-jazz-beat-estimates-again-161003330.html" }, { "claim": "Jazz Pharmaceuticals to Report Second Quarter Financial Results on August 3, 2026", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Jazz Pharmaceuticals to Report Second Quarter Financial Results on August 3, 2026" }, "source_id": "E1887", "source_type": "earnings", "ticker": "JAZZ", "tier": 2, "timestamp": "2026-07-20T20:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/jazz-pharmaceuticals-report-second-quarter-201500423.html" }, { "claim": "TransUnion Earnings: What To Look For From TRU", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "TransUnion Earnings: What To Look For From TRU" }, "source_id": "E1888", "source_type": "earnings", "ticker": "TRU", "tier": 2, "timestamp": "2026-07-27T04:21:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/transunion-earnings-look-tru-042102686.html" }, { "claim": "Does TransUnion (TRU) Look Undervalued Or Fairly Priced Today?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Does TransUnion (TRU) Look Undervalued Or Fairly Priced Today?" }, "source_id": "E1889", "source_type": "news", "ticker": "TRU", "tier": 2, "timestamp": "2026-07-27T01:09:45+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/does-transunion-tru-look-undervalued-010945357.html" }, { "claim": "TransUnion (TRU) Adds Alternative Credit Data After Rally But Is The Valuation Already Priced In", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "TransUnion (TRU) Adds Alternative Credit Data After Rally But Is The Valuation Already Priced In" }, "source_id": "E1890", "source_type": "news", "ticker": "TRU", "tier": 2, "timestamp": "2026-07-27T00:15:10+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/transunion-tru-adds-alternative-credit-001510436.html" }, { "claim": "TransUnion (TRU) Flags A Surge In Auto Loan Fraud Losses", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "TransUnion (TRU) Flags A Surge In Auto Loan Fraud Losses" }, "source_id": "E1891", "source_type": "news", "ticker": "TRU", "tier": 2, "timestamp": "2026-07-26T23:12:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/transunion-tru-flags-surge-auto-231215943.html" }, { "claim": "Will Advanced Energy (AEIS) Beat Estimates Again in Its Next Earnings Report?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Will Advanced Energy (AEIS) Beat Estimates Again in Its Next Earnings Report?" }, "source_id": "E1892", "source_type": "earnings", "ticker": "AEIS", "tier": 2, "timestamp": "2026-07-24T16:10:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/advanced-energy-aeis-beat-estimates-161002084.html" }, { "claim": "Advanced Energy Launches 1100 W PFC Module with the Industry's Highest Power Density in a Half-Brick Form Factor", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "new_product", "headline": "Advanced Energy Launches 1100 W PFC Module with the Industry's Highest Power Density in a Half-Brick Form Factor" }, "source_id": "E1893", "source_type": "news", "ticker": "AEIS", "tier": 2, "timestamp": "2026-07-22T15:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/advanced-energy-launches-1100-w-150000528.html" }, { "claim": "Morgan Stanley Initiates Advanced Energy Industries at Overweight With $421 Price Target", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Morgan Stanley Initiates Advanced Energy Industries at Overweight With $421 Price Target" }, "source_id": "E1894", "source_type": "news", "ticker": "AEIS", "tier": 2, "timestamp": "2026-07-22T09:43:39+00:00", "url_or_provider_ref": "https://finance.yahoo.com/news/morgan-stanley-initiates-advanced-energy-094339485.html" }, { "claim": "Advanced Energy Announces Second Quarter 2026 Earnings Date on August 3", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Advanced Energy Announces Second Quarter 2026 Earnings Date on August 3" }, "source_id": "E1895", "source_type": "earnings", "ticker": "AEIS", "tier": 2, "timestamp": "2026-07-20T10:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/advanced-energy-announces-second-quarter-100000827.html" }, { "claim": "Graco's Order Trends, Backlogs Strengthen Near-Term Visibility, RBC Says", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Graco's Order Trends, Backlogs Strengthen Near-Term Visibility, RBC Says" }, "source_id": "E1896", "source_type": "news", "ticker": "GGG", "tier": 2, "timestamp": "2026-07-24T16:11:31+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/graco-apos-order-trends-backlogs-161131519.html" }, { "claim": "Graco (GGG) On Record Q2 Earnings And The Case For More Upside", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Graco (GGG) On Record Q2 Earnings And The Case For More Upside" }, "source_id": "E1897", "source_type": "earnings", "ticker": "GGG", "tier": 2, "timestamp": "2026-07-24T13:11:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/graco-ggg-record-q2-earnings-131135071.html" }, { "claim": "RBC Raises Price Target on Graco to $96 From $92, Keeps Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "RBC Raises Price Target on Graco to $96 From $92, Keeps Outperform Rating" }, "source_id": "E1898", "source_type": "earnings", "ticker": "GGG", "tier": 2, "timestamp": "2026-07-24T11:13:55+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rbc-raises-price-target-graco-111355953.html" }, { "claim": "Graco Inc (GGG) Q2 2026 Earnings Call Highlights: Record Sales and Strategic Growth Initiatives", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Graco Inc (GGG) Q2 2026 Earnings Call Highlights: Record Sales and Strategic Growth Initiatives" }, "source_id": "E1899", "source_type": "earnings", "ticker": "GGG", "tier": 2, "timestamp": "2026-07-23T23:01:40+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/graco-inc-ggg-q2-2026-230140057.html" }, { "claim": "McCormick Wants a London Listing Before the Unilever Deal. It Isn’t to Raise Cash.", "confidence": 0.78, "publisher": "Barrons.com", "raw_value": { "catalyst_bucket": "contract_order", "headline": "McCormick Wants a London Listing Before the Unilever Deal. It Isn’t to Raise Cash." }, "source_id": "E1900", "source_type": "news", "ticker": "MKC", "tier": 2, "timestamp": "2026-07-23T18:47:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/ca1b0a20-7e05-3dd4-a391-95fe19949534/mccormick-wants-a-london.html" }, { "claim": "McCormick Plans London Secondary Listing After Unilever Foods Combination", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "McCormick Plans London Secondary Listing After Unilever Foods Combination" }, "source_id": "E1901", "source_type": "news", "ticker": "MKC", "tier": 2, "timestamp": "2026-07-23T14:01:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/mccormick-plans-london-secondary-listing-140119836.html" }, { "claim": "McCormick Announces Operating Model, Executive Team, and Secondary Listing Location for Combined Company", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "McCormick Announces Operating Model, Executive Team, and Secondary Listing Location for Combined Company" }, "source_id": "E1902", "source_type": "news", "ticker": "MKC", "tier": 2, "timestamp": "2026-07-23T10:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/mccormick-announces-operating-model-executive-100000959.html" }, { "claim": "McCormick to Seek London Listing Following Tie-Up with Unilever Foods", "confidence": 0.62, "publisher": "The Wall Street Journal", "raw_value": { "catalyst_bucket": "technical_only", "headline": "McCormick to Seek London Listing Following Tie-Up with Unilever Foods" }, "source_id": "E1903", "source_type": "news", "ticker": "MKC", "tier": 2, "timestamp": "2026-07-23T12:08:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/43da5712-e0ee-3779-8666-68ed5f3731b1/mccormick-to-seek-london.html" }, { "claim": "RenaissanceRe (RNR) Wins AM Best Rating Affirmation With Positive 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Amid ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "RenaissanceRe Holdings Ltd (RNR) Q2 2026 Earnings Call Highlights: Strong Operating Income Amid ..." }, "source_id": "E1906", "source_type": "earnings", "ticker": "RNR", "tier": 2, "timestamp": "2026-07-23T21:04:28+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/renaissancere-holdings-ltd-rnr-q2-210428830.html" }, { "claim": "RNR Q2 Deep Dive: Strategic Portfolio Shaping Amid Rate Headwinds and Market Shifts", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "RNR Q2 Deep Dive: Strategic Portfolio Shaping Amid Rate Headwinds and Market Shifts" }, "source_id": "E1907", "source_type": "news", "ticker": "RNR", "tier": 2, "timestamp": "2026-07-24T20:57:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rnr-q2-deep-dive-strategic-205708735.html" }, { "claim": "Why Huntington Ingalls (HII) Could Beat Earnings Estimates Again", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Why Huntington Ingalls (HII) Could Beat Earnings Estimates Again" }, "source_id": "E1908", "source_type": "earnings", "ticker": "HII", "tier": 2, "timestamp": "2026-07-24T16:10:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-huntington-ingalls-hii-could-161002333.html" }, { "claim": "Analysts Estimate Huntington Ingalls (HII) to Report a Decline in Earnings: What to Look Out for", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Analysts Estimate Huntington Ingalls (HII) to Report a Decline in Earnings: What to Look Out for" }, "source_id": "E1909", "source_type": "earnings", "ticker": "HII", "tier": 2, "timestamp": "2026-07-23T14:00:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/analysts-estimate-huntington-ingalls-hii-140011529.html" }, { "claim": "Is Huntington Ingalls (HII) Quietly Rewiring Its Moat Through Compliance Hires and Distributed Shipbuilding?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Huntington Ingalls (HII) Quietly Rewiring Its Moat Through Compliance Hires and Distributed Shipbuilding?" }, "source_id": "E1910", "source_type": "news", "ticker": "HII", "tier": 2, "timestamp": "2026-07-25T07:12:40+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/huntington-ingalls-hii-quietly-rewiring-071240442.html" }, { "claim": "Is Huntington Ingalls Industries (HII) Undervalued As Leadership Changes At Mission Technologies?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Huntington Ingalls Industries (HII) Undervalued As Leadership Changes At Mission Technologies?" }, "source_id": "E1911", "source_type": "news", "ticker": "HII", "tier": 2, "timestamp": "2026-07-25T04:20:20+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/huntington-ingalls-industries-hii-undervalued-042020652.html" }, { "claim": "Wall Street Keeps Warming to Rambus Stock. 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"https://finance.yahoo.com/markets/stocks/articles/keefe-bruyette-woods-adjusts-price-121503934.html" }, { "claim": "Globe Life Inc (GL) Q2 2026 Earnings Call Highlights: Strong Growth in Net Income and Premium ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Globe Life Inc (GL) Q2 2026 Earnings Call Highlights: Strong Growth in Net Income and Premium ..." }, "source_id": "E1960", "source_type": "earnings", "ticker": "GL", "tier": 2, "timestamp": "2026-07-23T23:01:55+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/globe-life-inc-gl-q2-230155359.html" }, { "claim": "Paramount Wanted to Close Its Warner Deal Quickly. Now It’s in Limbo.", "confidence": 0.78, "publisher": "The Wall Street Journal", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Paramount Wanted to Close Its Warner Deal Quickly. Now It’s in Limbo." }, "source_id": "E1961", "source_type": "news", "ticker": "PSKY", "tier": 2, "timestamp": "2026-07-27T09:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/14824eb3-afd1-37b8-964f-0b7acc3a0ece/paramount-wanted-to-close-its.html" }, { "claim": "PSKY Rises Premarket: Analyst Says Paramount’s Potential $2B Merger Delay Cost May Be ‘Minimal’", "confidence": 0.78, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "analyst", "headline": "PSKY Rises Premarket: Analyst Says Paramount’s Potential $2B Merger Delay Cost May Be ‘Minimal’" }, "source_id": "E1962", "source_type": "news", "ticker": "PSKY", "tier": 2, "timestamp": "2026-07-27T09:19:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d0fa19e0-1b79-3826-8ca0-fa8ebd51ee25/psky-rises-premarket%3A-analyst.html" }, { "claim": "Analyst Report: Paramount Skydance Corporation", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: Paramount Skydance Corporation" }, "source_id": "E1963", "source_type": "news", "ticker": "PSKY", "tier": 2, "timestamp": "2026-07-27T00:15:20+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/de10e710-c44c-3023-8a7c-2af588cb871d/analyst-report%3A-paramount.html" }, { "claim": "Paramount Skydance (PSKY) Wins EU Approval For Warner Bros. 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Discovery Deal" }, "source_id": "E1964", "source_type": "news", "ticker": "PSKY", "tier": 2, "timestamp": "2026-07-26T10:08:59+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/paramount-skydance-psky-wins-eu-100859992.html" }, { "claim": "Guidewire Software (GWRE) Remains Well Positioned Despite AI Concerns", "confidence": 0.78, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Guidewire Software (GWRE) Remains Well Positioned Despite AI Concerns" }, "source_id": "E1965", "source_type": "news", "ticker": "GWRE", "tier": 2, "timestamp": "2026-07-24T15:08:14+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/guidewire-software-gwre-remains-well-150814854.html" }, { "claim": "Guggenheim Initiates Guidewire Software at Buy", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Guggenheim Initiates Guidewire Software at Buy" }, "source_id": "E1966", "source_type": "news", "ticker": "GWRE", "tier": 2, "timestamp": "2026-07-23T11:11:41+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/guggenheim-initiates-guidewire-software-buy-111141481.html" }, { "claim": "Guidewire (GWRE) Adds AI Veteran To Its Board As Germania Deploys ProNavigator", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Guidewire (GWRE) Adds AI Veteran To Its Board As Germania Deploys ProNavigator" }, "source_id": "E1967", "source_type": "news", "ticker": "GWRE", "tier": 2, "timestamp": "2026-07-24T08:08:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/guidewire-gwre-adds-ai-veteran-080850995.html" }, { "claim": "Guidewire Appoints Alexander Vollert as Board Member", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Guidewire Appoints Alexander Vollert as Board Member" }, "source_id": "E1968", "source_type": "news", "ticker": "GWRE", "tier": 2, "timestamp": "2026-07-22T20:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/guidewire-appoints-alexander-vollert-board-201500989.html" }, { "claim": "Oklo Announces Date for Second Quarter 2026 Financial Results and Business Update Call", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Oklo Announces Date for Second Quarter 2026 Financial Results and Business Update Call" }, "source_id": "E1969", "source_type": "earnings", "ticker": "OKLO", "tier": 2, "timestamp": "2026-07-27T10:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/oklo-announces-date-second-quarter-103000447.html" }, { "claim": "Nuclear Company Oklo Receives Startup Authorization for Groves Reactor, A Key Step In Its Regulatory Journey", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Nuclear Company Oklo Receives Startup Authorization for Groves Reactor, A Key Step In Its Regulatory Journey" }, "source_id": "E1970", "source_type": "news", "ticker": "OKLO", "tier": 2, "timestamp": "2026-07-25T12:15:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/b2aa58e3-5ffc-3d26-b18a-06694ae94a5b/nuclear-company-oklo-receives.html" }, { "claim": "The Crowd Is Dumping Oklo. 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"url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/james-hardie-industries-plc-jhx-121542725.html" }, { "claim": "Aptiv PLC (APTV) Outperforms Broader Market: What You Need to Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Aptiv PLC (APTV) Outperforms Broader Market: What You Need to Know" }, "source_id": "E1977", "source_type": "news", "ticker": "APTV", "tier": 2, "timestamp": "2026-07-21T21:50:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/aptiv-plc-aptv-outperforms-broader-215004526.html" }, { "claim": "Aptiv PLC (APTV) Is a Trending Stock: Facts to Know Before Betting on It", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Aptiv PLC (APTV) Is a Trending Stock: Facts to Know Before Betting on It" }, "source_id": "E1978", "source_type": "news", "ticker": "APTV", "tier": 2, "timestamp": "2026-07-20T13:00:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/aptiv-plc-aptv-trending-stock-130004415.html" }, { "claim": "GoDaddy 2025 Global Stakeholder Impact Report: People & Culture | Learning & Development", "confidence": 0.78, "publisher": "ACCESS Newswire", "raw_value": { "catalyst_bucket": "mna", "headline": "GoDaddy 2025 Global Stakeholder Impact Report: People & Culture | Learning & Development" }, "source_id": "E1979", "source_type": "news", "ticker": "GDDY", "tier": 2, "timestamp": "2026-07-24T15:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/small-business/articles/godaddy-2025-global-stakeholder-impact-150000416.html" }, { "claim": "GoDaddy (GDDY) Earnings Expected to Grow: What to Know Ahead of Next Week's Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "GoDaddy (GDDY) Earnings Expected to Grow: What to Know Ahead of Next Week's Release" }, "source_id": "E1980", "source_type": "earnings", "ticker": "GDDY", "tier": 2, "timestamp": "2026-07-23T14:00:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/godaddy-gddy-earnings-expected-grow-140027108.html" }, { "claim": "GoDaddy (GDDY) Launches Developer Platform As Fair Value Narrative Stays In Focus", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "new_product", "headline": "GoDaddy (GDDY) Launches Developer Platform As Fair Value Narrative Stays In Focus" }, "source_id": "E1981", "source_type": "news", "ticker": "GDDY", "tier": 2, "timestamp": "2026-07-23T09:13:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/godaddy-gddy-launches-developer-platform-091342399.html" }, { "claim": "GoDaddy’s Pricing Misstep and Developer Push Could Be A Game Changer For GoDaddy (GDDY)", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "GoDaddy’s Pricing Misstep and Developer Push Could Be A Game Changer For GoDaddy (GDDY)" }, "source_id": "E1982", "source_type": "news", "ticker": "GDDY", "tier": 2, "timestamp": "2026-07-23T11:10:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/godaddy-pricing-misstep-developer-push-111027795.html" }, { "claim": "Dynatrace (DT) Stock Looks Cheap On Cash Flow But Rich On Earnings", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Dynatrace (DT) Stock Looks Cheap On Cash Flow But Rich On Earnings" }, "source_id": "E1983", "source_type": "earnings", "ticker": "DT", "tier": 2, "timestamp": "2026-07-23T21:13:31+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/dynatrace-dt-stock-looks-cheap-211331334.html" }, { "claim": "Dynatrace (DT) Could Be 47% Below Fair Value Following Its August 5 Earnings Date", "confidence": 0.78, "publisher": "Simply Wall 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"contract_order", "headline": "Equinox Gold Shareholders Give 99.7% Backing to Orla Mining Deal" }, "source_id": "E2031", "source_type": "news", "ticker": "EQX", "tier": 2, "timestamp": "2026-07-23T08:02:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/9ea8f232-1290-3012-82a8-dca580efd7a0/equinox-gold-shareholders.html" }, { "claim": "Equinox Gold Shareholders Approve Merger With Orla Mining", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "mna", "headline": "Equinox Gold Shareholders Approve Merger With Orla Mining" }, "source_id": "E2032", "source_type": "news", "ticker": "EQX", "tier": 2, "timestamp": "2026-07-22T19:36:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/equinox-gold-shareholders-approve-merger-193613463.html" }, { "claim": "Equinox Gold Shareholders Approve Business Combination with Orla Mining", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Equinox Gold Shareholders Approve Business Combination with Orla Mining" }, "source_id": "E2033", "source_type": "news", "ticker": "EQX", "tier": 2, "timestamp": "2026-07-22T19:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/equinox-gold-shareholders-approve-business-191500458.html" }, { "claim": "Will Cava (CAVA) Beat Estimates Again in Its Next Earnings Report?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Will Cava (CAVA) Beat Estimates Again in Its Next Earnings Report?" }, "source_id": "E2034", "source_type": "earnings", "ticker": "CAVA", "tier": 2, "timestamp": "2026-07-23T16:10:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/cava-cava-beat-estimates-again-161002553.html" }, { "claim": "Cava Group (CAVA) Gains As Market Dips: What You Should Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Cava Group (CAVA) Gains As Market Dips: What You Should Know" }, "source_id": "E2035", "source_type": "news", "ticker": "CAVA", "tier": 2, "timestamp": "2026-07-23T21:45:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/cava-group-cava-gains-market-214503298.html" }, { "claim": "CAVA Group, Inc. (CAVA) Is a Trending Stock: Facts to Know Before Betting on It", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "CAVA Group, Inc. (CAVA) Is a Trending Stock: Facts to Know Before Betting on It" }, "source_id": "E2036", "source_type": "news", "ticker": "CAVA", "tier": 2, "timestamp": "2026-07-23T13:00:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/cava-group-inc-cava-trending-130005116.html" }, { "claim": "CAVA Group (CAVA) Is Down 9.0% After Cyclospora Outbreak Hits Traffic - What's Changed", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "CAVA Group (CAVA) Is Down 9.0% After Cyclospora Outbreak Hits Traffic - What's Changed" }, "source_id": "E2037", "source_type": "news", "ticker": "CAVA", "tier": 2, "timestamp": "2026-07-22T15:10:29+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/cava-group-cava-down-9-151029982.html" }, { "claim": "RBC Trims Price Target on Stantec to CA$148 From CA$155, Keeps Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "RBC Trims Price Target on Stantec to CA$148 From CA$155, Keeps Outperform Rating" }, "source_id": "E2038", "source_type": "earnings", "ticker": "STN", "tier": 2, "timestamp": "2026-07-22T10:43:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rbc-trims-price-target-stantec-104308375.html" }, { "claim": "Bitmine Immersion Technologies (BMNR) Earnings Put Its Valuation Debate Back In Focus", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Bitmine Immersion Technologies (BMNR) Earnings Put Its Valuation Debate Back In Focus" }, "source_id": "E2039", "source_type": "earnings", "ticker": "BMNR", "tier": 2, "timestamp": "2026-07-24T00:18:28+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bitmine-immersion-technologies-bmnr-earnings-001828636.html" }, { "claim": "Tom Lee's Bitmine Taps the Brakes on ETH Buys, Pivots $86M Into Stock Buyback", "confidence": 0.78, "publisher": "decrypt", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Tom Lee's Bitmine Taps the Brakes on ETH Buys, Pivots $86M Into Stock Buyback" }, "source_id": "E2040", "source_type": "news", "ticker": "BMNR", "tier": 2, "timestamp": "2026-07-20T16:12:36+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/1fd69563-ecc8-34c5-9725-d2a7cd9ae4a9/tom-lee%27s-bitmine-taps-the.html" }, { "claim": "DaVita Inc. Schedules 2nd Quarter 2026 Investor Conference Call", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "earnings", "headline": "DaVita Inc. Schedules 2nd Quarter 2026 Investor Conference Call" }, "source_id": "E2041", "source_type": "earnings", "ticker": "DVA", "tier": 2, "timestamp": "2026-07-21T21:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/davita-inc-schedules-2nd-quarter-210000307.html" }, { "claim": "Moon Capital Management Exited DaVita (DVA) with 174% total Return", "confidence": 0.62, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Moon Capital Management Exited DaVita (DVA) with 174% total Return" }, "source_id": "E2042", "source_type": "news", "ticker": "DVA", "tier": 2, "timestamp": "2026-07-23T14:33:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/moon-capital-management-exited-davita-143323111.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-20", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-20" }, "source_id": "E2043", "source_type": "sec", "ticker": "UHS", "tier": 1, "timestamp": "2026-07-21T20:15:15+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/352915/000119312526310330/" }, { "claim": "Universal Health Services (UHS) Q2 Earnings: What To Expect", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "Universal Health Services (UHS) Q2 Earnings: What To Expect" }, "source_id": "E2044", "source_type": "earnings", "ticker": "UHS", "tier": 2, "timestamp": "2026-07-26T03:57:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/universal-health-services-uhs-q2-035713184.html" }, { "claim": "Universal Health Services (UHS) Stock Looks Undervalued As Shares Fell 29% YTD", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Universal Health Services (UHS) Stock Looks Undervalued As Shares Fell 29% YTD" }, "source_id": "E2045", "source_type": "news", "ticker": "UHS", "tier": 2, "timestamp": "2026-07-26T22:07:57+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/universal-health-services-uhs-stock-220757413.html" }, { "claim": "How UHS’s New US$700 Million Short-Term Loan and Dividend Move Has Changed Its Investment Story", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "How UHS’s New US$700 Million Short-Term Loan and Dividend Move Has Changed Its Investment Story" }, "source_id": "E2046", "source_type": "news", "ticker": "UHS", "tier": 2, "timestamp": "2026-07-26T11:10:17+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/uhs-us-700-million-short-111017176.html" }, { "claim": "Can Acute Care Strength Offset Universal Health's Rising Q2 Costs?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Can Acute Care Strength Offset Universal Health's Rising Q2 Costs?" }, "source_id": "E2047", "source_type": "news", "ticker": "UHS", "tier": 2, "timestamp": "2026-07-23T16:44:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/acute-care-strength-offset-universal-164400434.html" }, { "claim": "SEC 4 filing: 4 2026-07-20", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 4 filing: 4 2026-07-20" }, "source_id": "E2048", "source_type": "sec", "ticker": "RVTY", "tier": 1, "timestamp": "2026-07-22T20:05:06+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/31791/000119312526312389/" }, { "claim": "Revvity to Launch Signals for Startups for Emerging Biotech Companies", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "new_product", "headline": "Revvity to Launch Signals for Startups for Emerging Biotech Companies" }, "source_id": "E2049", "source_type": "news", "ticker": "RVTY", "tier": 2, "timestamp": "2026-07-22T15:04:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/revvity-launch-signals-startups-emerging-150400937.html" }, { "claim": "Revvity Launches \"Signals for Startups\" to Help Emerging Biotechs Build Scalable Digital Foundations from Day One", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "new_product", "headline": "Revvity Launches \"Signals for Startups\" to Help Emerging Biotechs Build Scalable Digital Foundations from Day One" }, "source_id": "E2050", "source_type": "news", "ticker": "RVTY", "tier": 2, "timestamp": "2026-07-20T12:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/revvity-launches-signals-startups-help-120000838.html" }, { "claim": "Revvity Develops High-Throughput T-SPOT.TB Platform for Clinical Labs", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Revvity Develops High-Throughput T-SPOT.TB Platform for Clinical Labs" }, "source_id": "E2051", "source_type": "news", "ticker": "RVTY", "tier": 2, "timestamp": "2026-07-24T15:05:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/revvity-develops-high-throughput-t-150500063.html" }, { "claim": "Revvity Releases 2026 Impact Report Advancing Transparency with Initial Scope 3 Emissions Disclosure", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Revvity Releases 2026 Impact Report Advancing Transparency with Initial Scope 3 Emissions Disclosure" }, "source_id": "E2052", "source_type": "news", "ticker": "RVTY", "tier": 2, "timestamp": "2026-07-20T12:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/revvity-releases-2026-impact-report-120000485.html" }, { "claim": "Brookfield to Acquire Aypa Power, the Leading North American Battery Storage Platform, from Blackstone Energy Transition Partners", "confidence": 0.78, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "mna", "headline": "Brookfield to Acquire Aypa Power, the Leading North American Battery Storage Platform, from Blackstone Energy Transition Partners" }, "source_id": "E2053", "source_type": "news", "ticker": "BEP", "tier": 2, "timestamp": "2026-07-22T21:35:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/brookfield-acquire-aypa-power-leading-213500691.html" }, { "claim": "NextEra Energy vs Brookfield Renewable: The Better Dividend Stock", "confidence": 0.62, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "NextEra Energy vs Brookfield Renewable: The Better Dividend Stock" }, "source_id": "E2054", "source_type": "news", "ticker": "BEP", "tier": 2, "timestamp": "2026-07-25T14:30:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/48e22827-4777-3cbc-9b53-07ff0de80ab9/nextera-energy-vs-brookfield.html" }, { "claim": "Brookfield Renewable to Simplify Corporate Structure", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Brookfield Renewable to Simplify Corporate Structure" }, "source_id": "E2055", "source_type": "news", "ticker": "BEP", "tier": 2, "timestamp": "2026-07-22T11:22:41+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/brookfield-renewable-simplify-corporate-structure-112241929.html" }, { "claim": "Brookfield Renewable Announces Intention to Simplify Corporate Structure", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Brookfield Renewable Announces Intention to Simplify Corporate Structure" }, "source_id": "E2056", "source_type": "news", "ticker": "BEP", "tier": 2, "timestamp": "2026-07-21T21:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/brookfield-renewable-announces-intention-simplify-213000007.html" }, { "claim": "Earnings To Watch: Skyworks Solutions (SWKS) Reports Q2 Results Tomorrow", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "Earnings To Watch: Skyworks Solutions (SWKS) Reports Q2 Results Tomorrow" }, "source_id": "E2057", "source_type": "earnings", "ticker": "SWKS", "tier": 2, "timestamp": "2026-07-27T08:13:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/earnings-watch-skyworks-solutions-swks-081302999.html" }, { "claim": "Skyworks to Report Q3 Earnings: What's in Store for the Stock?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Skyworks to Report Q3 Earnings: What's in Store for the Stock?" }, "source_id": "E2058", "source_type": "earnings", "ticker": "SWKS", "tier": 2, "timestamp": "2026-07-24T18:06:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/skyworks-report-q3-earnings-whats-180600078.html" }, { "claim": "Zacks Industry Outlook Highlights Skyworks and RF Industries", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Zacks Industry Outlook Highlights Skyworks and RF Industries" }, "source_id": "E2059", "source_type": "earnings", "ticker": "SWKS", "tier": 2, "timestamp": "2026-07-23T14:25:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/zacks-industry-outlook-highlights-skyworks-142500664.html" }, { "claim": "Skyworks Introduces New NetSync™ Network Synchronizers Available Now For AI Data Centers and Time-Sensitive Infrastructure", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Skyworks Introduces New NetSync™ Network Synchronizers Available Now For AI Data Centers and Time-Sensitive Infrastructure" }, "source_id": "E2060", "source_type": "news", "ticker": "SWKS", "tier": 2, "timestamp": "2026-07-23T12:01:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/skyworks-introduces-netsync-network-synchronizers-120100484.html" }, { "claim": "Chewy (CHWY) Beats Stock Market Upswing: What Investors Need to Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Chewy (CHWY) Beats Stock Market Upswing: What Investors Need to Know" }, "source_id": "E2061", "source_type": "news", "ticker": "CHWY", "tier": 2, "timestamp": "2026-07-24T21:45:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/chewy-chwy-beats-stock-market-214502055.html" }, { "claim": "Here's Why Chewy (CHWY) Fell More Than Broader Market", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here's Why Chewy (CHWY) Fell More Than Broader Market" }, "source_id": "E2062", "source_type": "news", "ticker": "CHWY", "tier": 2, "timestamp": "2026-07-23T21:50:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/heres-why-chewy-chwy-fell-215005331.html" }, { "claim": "Chewy vs. Petco Health and Wellness: E-commerce Growth vs. Omnichannel Stability", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Chewy vs. Petco Health and Wellness: E-commerce Growth vs. Omnichannel Stability" }, "source_id": "E2063", "source_type": "news", "ticker": "CHWY", "tier": 2, "timestamp": "2026-07-23T15:38:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/51890fc3-90b8-34d0-8e34-b83d75c4d053/chewy-vs.-petco-health-and.html" }, { "claim": "Prediction: Chewy Stock Will Rebound Over the Next Year. Here's Why.", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Prediction: Chewy Stock Will Rebound Over the Next Year. Here's Why." }, "source_id": "E2064", "source_type": "news", "ticker": "CHWY", "tier": 2, "timestamp": "2026-07-23T14:06:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/07b5d067-9135-367d-a415-5fe485997e22/prediction%3A-chewy-stock-will.html" }, { "claim": "Valmont Industries CFO Buys $100,000 in Shares. What Does This News Mean for Investors?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Valmont Industries CFO Buys $100,000 in Shares. What Does This News Mean for Investors?" }, "source_id": "E2065", "source_type": "news", "ticker": "VMI", "tier": 2, "timestamp": "2026-07-25T18:16:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/6042d1bb-c7bf-3f1c-a58e-babdbd383736/valmont-industries-cfo-buys.html" }, { "claim": "3 Reasons Growth Investors Will Love Valmont (VMI)", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "3 Reasons Growth Investors Will Love Valmont (VMI)" }, "source_id": "E2066", "source_type": "news", "ticker": "VMI", "tier": 2, "timestamp": "2026-07-24T16:45:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/3-reasons-growth-investors-love-164502546.html" }, { "claim": "Here's Why Valmont (VMI) Looks Ripe for Bottom Fishing", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here's Why Valmont (VMI) Looks Ripe for Bottom Fishing" }, "source_id": "E2067", "source_type": "news", "ticker": "VMI", "tier": 2, "timestamp": "2026-07-24T13:55:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/heres-why-valmont-vmi-looks-135503917.html" }, { "claim": "Down 16.3% in 4 Weeks, Here's Why You Should You Buy the Dip in Valmont (VMI)", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Down 16.3% in 4 Weeks, Here's Why You Should You Buy the Dip in Valmont (VMI)" }, "source_id": "E2068", "source_type": "news", "ticker": "VMI", "tier": 2, "timestamp": "2026-07-24T13:35:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/down-16-3-4-weeks-133502391.html" }, { "claim": "Argan Rides the Data Center and Power Construction Demand Supercycle", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Argan Rides the Data Center and Power Construction Demand Supercycle" }, "source_id": "E2069", "source_type": "news", "ticker": "AGX", "tier": 2, "timestamp": "2026-07-24T15:35:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/argan-rides-data-center-power-153500366.html" }, { "claim": "Is AGX Stock Worth Buying After Its 92% Year-to-Date Price Surge?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is AGX Stock Worth Buying After Its 92% Year-to-Date Price Surge?" }, "source_id": "E2070", "source_type": "news", "ticker": "AGX", "tier": 2, "timestamp": "2026-07-24T15:28:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/agx-stock-worth-buying-92-152800726.html" }, { "claim": "Argan vs. MYR Group: Which Power Infrastructure Stock Should You Buy?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Argan vs. MYR Group: Which Power Infrastructure Stock Should You Buy?" }, "source_id": "E2071", "source_type": "news", "ticker": "AGX", "tier": 2, "timestamp": "2026-07-20T13:48:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/argan-vs-myr-group-power-134800865.html" }, { "claim": "Is Argan (AGX) Stock Outpacing Its Construction Peers This Year?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Argan (AGX) Stock Outpacing Its Construction Peers This Year?" }, "source_id": "E2072", "source_type": "news", "ticker": "AGX", "tier": 2, "timestamp": "2026-07-20T13:40:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/argan-agx-stock-outpacing-construction-134003561.html" }, { "claim": "Molina Healthcare (MOH) Plans Big 2027 ACA Pullback After Profit Pressure", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Molina Healthcare (MOH) Plans Big 2027 ACA Pullback After Profit Pressure" }, "source_id": "E2073", "source_type": "earnings", "ticker": "MOH", "tier": 2, "timestamp": "2026-07-25T10:06:48+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/molina-healthcare-moh-plans-big-100648479.html" }, { "claim": "Deutsche Bank Adjusts Molina Healthcare Price Target to $147 From $129, Maintains Hold Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Deutsche Bank Adjusts Molina Healthcare Price Target to $147 From $129, Maintains Hold Rating" }, "source_id": "E2074", "source_type": "news", "ticker": "MOH", "tier": 2, "timestamp": "2026-07-24T12:51:33+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/deutsche-bank-adjusts-molina-healthcare-125133232.html" }, { "claim": "Molina Healthcare Facing Marketplace, Medicaid Headwinds, RBC Says", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": 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"headline": "Knight-Swift Q2 Earnings Beat Estimates on Truckload Margin Gains" }, "source_id": "E2077", "source_type": "earnings", "ticker": "KNX", "tier": 2, "timestamp": "2026-07-24T17:22:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/knight-swift-q2-earnings-beat-172200627.html" }, { "claim": "CSX Corporation (CSX) and Knight-Swift Transportation Holdings Inc. (KNX) Show the Freight Cycle Is Turning. Southwest Airlines Co. (LUV) Shows Fuel Costs Still Hurt Airlines.", "confidence": 0.62, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "technical_only", "headline": "CSX Corporation (CSX) and Knight-Swift Transportation Holdings Inc. (KNX) Show the Freight Cycle Is Turning. Southwest Airlines Co. (LUV) Shows Fuel Costs Still Hurt Airlines." }, "source_id": "E2078", "source_type": "news", "ticker": "KNX", "tier": 2, "timestamp": "2026-07-26T09:23:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/csx-corporation-csx-knight-swift-092337474.html" }, { "claim": "Knight Swift (KNX) Stock Trades At A Discount To Cash Flow But A Premium To Sales", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Knight Swift (KNX) Stock Trades At A Discount To Cash Flow But A Premium To Sales" }, "source_id": "E2079", "source_type": "news", "ticker": "KNX", "tier": 2, "timestamp": "2026-07-25T03:18:52+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/knight-swift-knx-stock-trades-031852058.html" }, { "claim": "Why Knight-Swift Transportation (KNX) Stock Is Falling Today", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why Knight-Swift Transportation (KNX) Stock Is Falling Today" }, "source_id": "E2080", "source_type": "news", "ticker": "KNX", "tier": 2, "timestamp": "2026-07-23T21:56:31+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-knight-swift-transportation-knx-215631543.html" }, { "claim": "Piper Sandler Adjusts Federal Realty Investment Trust PT to $149 From $127, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Piper Sandler Adjusts Federal Realty Investment Trust PT to $149 From $127, Maintains Overweight Rating" }, "source_id": "E2081", "source_type": "news", "ticker": "FRT", "tier": 2, "timestamp": "2026-07-21T12:06:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/piper-sandler-adjusts-federal-realty-120644318.html" }, { "claim": "OGE Energy (OGE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "OGE Energy (OGE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release" }, "source_id": "E2082", "source_type": "earnings", "ticker": "OGE", "tier": 2, "timestamp": "2026-07-22T14:00:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/oge-energy-oge-earnings-expected-140015328.html" }, { "claim": "Earnings Preview: What to Expect From Erie Indemnity’s Report", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "earnings", "headline": "Earnings Preview: What to Expect From Erie Indemnity’s Report" }, "source_id": "E2083", "source_type": "earnings", "ticker": "ERIE", "tier": 2, "timestamp": "2026-07-21T07:55:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/23c09371-1fc3-3702-be4d-ede1c9276de5/earnings-preview%3A-what-to.html" }, { "claim": "Susquehanna Adjusts Price Target on MGM Resorts International to $52 From $50, Maintains Positive Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Susquehanna Adjusts Price Target on MGM Resorts International to $52 From $50, Maintains Positive Rating" }, "source_id": "E2084", "source_type": "news", "ticker": "MGM", "tier": 2, "timestamp": "2026-07-27T13:05:28+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/susquehanna-adjusts-price-target-mgm-130528595.html" }, { "claim": "MGM Resorts (MGM) Faces Regulatory And Fiduciary Scrutiny Over $18 Billion Bid", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "MGM Resorts (MGM) Faces Regulatory And Fiduciary Scrutiny Over $18 Billion Bid" }, "source_id": "E2085", "source_type": "news", "ticker": "MGM", "tier": 2, "timestamp": "2026-07-25T11:10:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/mgm-resorts-mgm-faces-regulatory-111005565.html" }, { "claim": "Morgan Stanley Adjusts Price Target on MGM Resorts International to $43 From $35, Maintains Underweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Morgan Stanley Adjusts Price Target on MGM Resorts International to $43 From $35, Maintains Underweight Rating" }, "source_id": "E2086", "source_type": "news", "ticker": "MGM", "tier": 2, "timestamp": "2026-07-23T12:51:36+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-adjusts-price-target-125136938.html" }, { "claim": "MGM Resorts (MGM) Expected to Beat Earnings Estimates: Should You Buy?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "MGM Resorts (MGM) Expected to Beat Earnings Estimates: Should You Buy?" }, "source_id": "E2087", "source_type": "earnings", "ticker": "MGM", "tier": 2, "timestamp": "2026-07-22T14:00:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/mgm-resorts-mgm-expected-beat-140013609.html" }, { "claim": "Oshkosh vs. Caterpillar: What Can Quarterly Revenue Trends Tell Investors?", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "earnings", "headline": "Oshkosh vs. Caterpillar: What Can Quarterly Revenue Trends Tell Investors?" }, "source_id": "E2088", "source_type": "earnings", "ticker": "OSK", "tier": 2, "timestamp": "2026-07-24T11:56:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/18cd40e5-7fcc-3ca5-8b0e-f50cf27864c7/oshkosh-vs.-caterpillar%3A-what.html" }, { "claim": "Earnings Preview: Oshkosh (OSK) Q2 Earnings Expected to Decline", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Earnings Preview: Oshkosh (OSK) Q2 Earnings Expected to Decline" }, "source_id": "E2089", "source_type": "earnings", "ticker": "OSK", "tier": 2, "timestamp": "2026-07-21T14:00:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/earnings-preview-oshkosh-osk-q2-140013091.html" }, { "claim": "Will Iamgold (IAG) Beat Estimates Again in Its Next Earnings Report?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Will Iamgold (IAG) Beat Estimates Again in Its Next Earnings Report?" }, "source_id": "E2090", "source_type": "earnings", "ticker": "IAG", "tier": 2, "timestamp": "2026-07-23T16:10:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/iamgold-iag-beat-estimates-again-161002375.html" }, { "claim": "Why the Market Dipped But Sunoco LP (SUN) Gained Today", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why the Market Dipped But Sunoco LP (SUN) Gained Today" }, "source_id": "E2091", "source_type": 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"url_or_provider_ref": "https://finance.yahoo.com/m/b93cc2fd-6398-3b93-8c99-46fa414facfa/charles-river-laboratories.html" }, { "claim": "Gildan Activewear 'Solid' Q2 Seen Unlikely to Ease H2 Revenue Concerns, UBS Says", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Gildan Activewear 'Solid' Q2 Seen Unlikely to Ease H2 Revenue Concerns, UBS Says" }, "source_id": "E2103", "source_type": "earnings", "ticker": "GIL", "tier": 2, "timestamp": "2026-07-23T17:48:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/gildan-activewear-apos-solid-apos-174827144.html" }, { "claim": "SASOL LIMITED - BUSINESS PERFORMANCE METRICS FOR THE YEAR ENDED 30 JUNE 2026", "confidence": 0.62, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "SASOL LIMITED - BUSINESS PERFORMANCE METRICS FOR THE YEAR ENDED 30 JUNE 2026" }, "source_id": "E2104", "source_type": "news", "ticker": "SSL", "tier": 2, "timestamp": "2026-07-21T08:23:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/sasol-limited-business-performance-metrics-082300251.html" }, { "claim": "UBS Adjusts Price Target on Western Alliance Bancorp to $90 From $85, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "UBS Adjusts Price Target on Western Alliance Bancorp to $90 From $85, Maintains Neutral Rating" }, "source_id": "E2105", "source_type": "news", "ticker": "WAL", "tier": 2, "timestamp": "2026-07-24T13:50:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ubs-adjusts-price-target-western-135004971.html" }, { "claim": "Western Alliance Bancorp (WAL) Q2 2026 Earnings Call Highlights: Strong Loan Growth and ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Western Alliance Bancorp (WAL) Q2 2026 Earnings Call Highlights: Strong Loan Growth and ..." }, "source_id": "E2106", "source_type": "earnings", "ticker": "WAL", "tier": 2, "timestamp": "2026-07-22T23:00:39+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/western-alliance-bancorp-wal-q2-230039380.html" }, { "claim": "Western Alliance Bancorporation Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Western Alliance Bancorporation Q2 Earnings Call Highlights" }, "source_id": "E2107", "source_type": "earnings", "ticker": "WAL", "tier": 2, "timestamp": "2026-07-22T18:04:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/497ab16f-8742-3831-9e44-0ef2c4ef2c59/western-alliance.html" }, { "claim": "Compared to Estimates, Western Alliance (WAL) Q2 Earnings: A Look at Key Metrics", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Compared to Estimates, 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"timestamp": "2026-07-22T20:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jackson-announces-ceo-retirement-executive-203000396.html" }, { "claim": "Fluor Wins Front-End Engineering, Design Contract for New Bahrain Petrochemical Facility", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "contract_order", "headline": "Fluor Wins Front-End Engineering, Design Contract for New Bahrain Petrochemical Facility" }, "source_id": "E2151", "source_type": "news", "ticker": "FLR", "tier": 2, "timestamp": "2026-07-21T18:03:21+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/fluor-wins-front-end-engineering-180321165.html" }, { "claim": "Fluor Awarded Front-End Engineering and Design for Petrochemical Facility in the Kingdom of Bahrain", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Fluor Awarded Front-End Engineering and Design for 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"Vista Energy (BMV:VISTA A) Stock Sees Fair Value Lift As Analysts Add New Interests" }, "source_id": "E2154", "source_type": "news", "ticker": "VIST", "tier": 2, "timestamp": "2026-07-25T23:09:29+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/vista-energy-bmv-vista-stock-230929702.html" }, { "claim": "VIST Q2 Earnings Miss Estimates, Revenues Rise Y/Y on Production Growth", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "VIST Q2 Earnings Miss Estimates, Revenues Rise Y/Y on Production Growth" }, "source_id": "E2155", "source_type": "earnings", "ticker": "VIST", "tier": 2, "timestamp": "2026-07-21T17:29:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/vist-q2-earnings-miss-estimates-172900506.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-23", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-23" }, "source_id": "E2156", "source_type": "sec", "ticker": "POOL", "tier": 1, "timestamp": "2026-07-23T13:29:29+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/945841/000119312526313430/" }, { "claim": "POOL Q2 Deep Dive: Freight Costs Pressure Margins as Recurring Revenue Holds Steady", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "POOL Q2 Deep Dive: Freight Costs Pressure Margins as Recurring Revenue Holds Steady" }, "source_id": "E2157", "source_type": "earnings", "ticker": "POOL", "tier": 2, "timestamp": "2026-07-24T13:37:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/pool-q2-deep-dive-freight-133708155.html" }, { "claim": "Pool Corp (POOL) Q2 2026 Earnings Call Highlights: Resilient Sales Growth Amidst Margin Pressures", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Pool Corp 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"source_id": "E2162", "source_type": "earnings", "ticker": "AXS", "tier": 2, "timestamp": "2026-07-27T10:13:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/axis-capital-axs-report-earnings-101302928.html" }, { "claim": "Arch Capital to Report Q2 Earnings: What's in Store for the Stock?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Arch Capital to Report Q2 Earnings: What's in Store for the Stock?" }, "source_id": "E2163", "source_type": "earnings", "ticker": "AXS", "tier": 2, "timestamp": "2026-07-23T17:20:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/arch-capital-report-q2-earnings-172000811.html" }, { "claim": "Axis Capital (AXS) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Axis Capital (AXS) Expected to Beat Earnings 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Looks Cheap On Cash Flow While Earnings Look Fair" }, "source_id": "E2166", "source_type": "earnings", "ticker": "VFC", "tier": 2, "timestamp": "2026-07-24T23:10:43+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/vf-vfc-stock-looks-cheap-231043686.html" }, { "claim": "Does V.F (VFC) Earnings Pressure Reveal a Deeper Brand Mix and Cost Strategy Shift?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Does V.F (VFC) Earnings Pressure Reveal a Deeper Brand Mix and Cost Strategy Shift?" }, "source_id": "E2167", "source_type": "earnings", "ticker": "VFC", "tier": 2, "timestamp": "2026-07-24T18:08:43+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/does-v-f-vfc-earnings-180843584.html" }, { "claim": "V.F. (VFC) Registers a Bigger Fall Than the Market: Important Facts to Note", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "V.F. (VFC) Registers a Bigger Fall Than the Market: Important Facts to Note" }, "source_id": "E2168", "source_type": "news", "ticker": "VFC", "tier": 2, "timestamp": "2026-07-23T22:15:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/v-f-vfc-registers-bigger-221504564.html" }, { "claim": "Uranium Energy Corp Announces Results of Annual Meeting of Stockholders", "confidence": 0.78, "publisher": "CNW Group", "raw_value": { "catalyst_bucket": "earnings", "headline": "Uranium Energy Corp Announces Results of Annual Meeting of Stockholders" }, "source_id": "E2169", "source_type": "earnings", "ticker": "UEC", "tier": 2, "timestamp": "2026-07-23T20:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/uranium-energy-corp-announces-results-203000474.html" }, { "claim": "Ormat Technologies (ORA) Stock Could Be A Bargain On Cash Flow While Earnings Look Rich", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { 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"timestamp": "2026-07-21T15:09:41+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/boeing-ba-lands-20-dreamliner-150941424.html" }, { "claim": "Why Hexcel (HXL) is Poised to Beat Earnings Estimates Again", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Why Hexcel (HXL) is Poised to Beat Earnings Estimates Again" }, "source_id": "E2180", "source_type": "earnings", "ticker": "HXL", "tier": 2, "timestamp": "2026-07-20T16:10:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-hexcel-hxl-poised-beat-161004329.html" }, { "claim": "Hexcel Announces NCAMP Qualification of HexPly® M91 Composite Material System", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Hexcel Announces NCAMP Qualification of HexPly® M91 Composite Material System" }, "source_id": "E2181", "source_type": "news", "ticker": "HXL", "tier": 2, "timestamp": "2026-07-21T11:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/hexcel-announces-ncamp-qualification-hexply-110000549.html" }, { "claim": "Bio-Rad to Report Second-Quarter 2026 Financial Results on Tuesday, August 4, 2026", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Bio-Rad to Report Second-Quarter 2026 Financial Results on Tuesday, August 4, 2026" }, "source_id": "E2182", "source_type": "earnings", "ticker": "BIO", "tier": 2, "timestamp": "2026-07-23T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/bio-rad-report-second-quarter-130000420.html" }, { "claim": "Seaport Global Downgrades Birkenstock Holding to Neutral From Buy", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Seaport Global Downgrades Birkenstock Holding to Neutral From Buy" }, "source_id": "E2183", 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Energy vs Brookfield Renewable: The Better Dividend Stock", "confidence": 0.62, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "NextEra Energy vs Brookfield Renewable: The Better Dividend Stock" }, "source_id": "E2269", "source_type": "news", "ticker": "BEPC", "tier": 2, "timestamp": "2026-07-25T14:30:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/48e22827-4777-3cbc-9b53-07ff0de80ab9/nextera-energy-vs-brookfield.html" }, { "claim": "Brookfield Renewable to Simplify Corporate Structure", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Brookfield Renewable to Simplify Corporate Structure" }, "source_id": "E2270", "source_type": "news", "ticker": "BEPC", "tier": 2, "timestamp": "2026-07-22T11:22:41+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/brookfield-renewable-simplify-corporate-structure-112241929.html" }, { "claim": "Brookfield Renewable Announces Intention to Simplify Corporate Structure", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Brookfield Renewable Announces Intention to Simplify Corporate Structure" }, "source_id": "E2271", "source_type": "news", "ticker": "BEPC", "tier": 2, "timestamp": "2026-07-21T21:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/brookfield-renewable-announces-intention-simplify-213000007.html" }, { "claim": "Parsons (PSN) Could Be 16% Below Fair Value After Army Cybersecurity Win", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Parsons (PSN) Could Be 16% Below Fair Value After Army Cybersecurity Win" }, "source_id": "E2272", "source_type": "news", "ticker": "PSN", "tier": 2, "timestamp": "2026-07-26T19:10:07+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/parsons-psn-could-16-below-191007852.html" }, { "claim": "Is Parsons (PSN) Fully Priced Despite Fresh AI Linked Contract Wins?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "contract_order", "headline": "Is Parsons (PSN) Fully Priced Despite Fresh AI Linked Contract Wins?" }, "source_id": "E2273", "source_type": "news", "ticker": "PSN", "tier": 2, "timestamp": "2026-07-26T18:07:47+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/parsons-psn-fully-priced-despite-180747615.html" }, { "claim": "The Bull Case For Parsons (PSN) Could Change Following New AI Cyber Role With U.S. Army Lab", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "The Bull Case For Parsons (PSN) Could Change Following New AI Cyber Role With U.S. Army Lab" }, "source_id": "E2274", "source_type": "news", "ticker": "PSN", "tier": 2, "timestamp": "2026-07-26T20:08:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/bull-case-parsons-psn-could-200813631.html" }, { "claim": "Parsons Expands Mission-Focused Product Portfolio Across Defense, Intelligence, and Infrastructure", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Parsons Expands Mission-Focused Product Portfolio Across Defense, Intelligence, and Infrastructure" }, "source_id": "E2275", "source_type": "news", "ticker": "PSN", "tier": 2, "timestamp": "2026-07-23T16:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/parsons-expands-mission-focused-product-160000969.html" }, { "claim": "Is SentinelOne (S) Undervalued After Its New AI Security Launches?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "new_product", "headline": "Is SentinelOne (S) Undervalued After Its New AI Security Launches?" }, "source_id": "E2276", "source_type": "news", "ticker": "S", "tier": 2, "timestamp": "2026-07-23T02:09:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/sentinelone-undervalued-ai-security-launches-020909763.html" }, { "claim": "2 Reasons to Watch S and 1 to Stay Cautious", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "2 Reasons to Watch S and 1 to Stay Cautious" }, "source_id": "E2277", "source_type": "news", "ticker": "S", "tier": 2, "timestamp": "2026-07-24T00:44:31+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/2-reasons-watch-1-stay-004431341.html" }, { "claim": "SentinelOne (S) Stock May Be Cheap After a 63% Slump", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "SentinelOne (S) Stock May Be Cheap After a 63% Slump" }, "source_id": "E2278", "source_type": "news", "ticker": "S", "tier": 2, "timestamp": "2026-07-23T18:12:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/sentinelone-stock-may-cheap-63-181250348.html" }, { "claim": "SentinelOne Named a Leader in the IDC MarketScape for Worldwide Managed Detection and Response Service for Midmarket", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "SentinelOne Named a Leader in the IDC MarketScape for Worldwide Managed Detection and Response Service for Midmarket" }, "source_id": "E2279", "source_type": "news", "ticker": "S", "tier": 2, "timestamp": "2026-07-23T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/sentinelone-named-leader-idc-marketscape-130000348.html" }, { "claim": "Is CarMax (KMX) Fully Priced Following Barclays' Upgrade?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "Is CarMax (KMX) Fully Priced Following Barclays' Upgrade?" }, "source_id": "E2280", "source_type": "news", "ticker": "KMX", "tier": 2, "timestamp": "2026-07-22T13:14:10+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/carmax-kmx-fully-priced-following-131410045.html" }, { "claim": "Barclays Just Upgraded CarMax Stock. Here's Why.", "confidence": 0.78, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "analyst", "headline": "Barclays Just Upgraded CarMax Stock. Here's Why." }, "source_id": "E2281", "source_type": "news", "ticker": "KMX", "tier": 2, "timestamp": "2026-07-21T20:56:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d78e2c11-9c42-3b1a-8caf-a61af9a595c5/barclays-just-upgraded-carmax.html" }, { "claim": "CarMax Shares Rise After Barclays Upgrade", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "CarMax Shares Rise After Barclays Upgrade" }, "source_id": "E2282", "source_type": "news", "ticker": "KMX", "tier": 2, "timestamp": "2026-07-21T18:44:14+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/carmax-shares-rise-barclays-upgrade-184414557.html" }, { "claim": "Barclays Upgrades CarMax to Equal Weight From Underweight, $37 Price Target", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Barclays Upgrades CarMax to Equal Weight From Underweight, $37 Price Target" }, "source_id": "E2283", "source_type": "news", "ticker": "KMX", "tier": 2, "timestamp": "2026-07-21T11:43:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/barclays-upgrades-carmax-equal-weight-114350760.html" }, { "claim": "Energy Fuels Announces Conference Call and Webcast Details for Q2-2026 Earnings", "confidence": 0.78, "publisher": "CNW Group", "raw_value": { "catalyst_bucket": "earnings", "headline": "Energy Fuels Announces Conference Call and Webcast Details for Q2-2026 Earnings" }, "source_id": "E2284", "source_type": "earnings", "ticker": "UUUU", "tier": 2, "timestamp": "2026-07-23T10:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/energy-fuels-announces-conference-call-101500347.html" }, { "claim": "Energy Fuels (TSX:EFR) Stock Could Be 41% Undervalued As Funding Expands Rare Earth Plans", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Energy Fuels (TSX:EFR) Stock Could Be 41% Undervalued As Funding Expands Rare Earth Plans" }, "source_id": "E2285", "source_type": "news", "ticker": "UUUU", "tier": 2, "timestamp": "2026-07-23T20:10:43+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/energy-fuels-tsx-efr-stock-201043069.html" }, { "claim": "Energy Fuels (TSX:EFR) Faces A Valuation Test Following The Rare Earths Growth Story", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Energy Fuels (TSX:EFR) Faces A Valuation Test Following The Rare Earths Growth Story" }, "source_id": "E2286", "source_type": "news", "ticker": "UUUU", "tier": 2, "timestamp": "2026-07-23T13:09:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/energy-fuels-tsx-efr-faces-130932848.html" }, { "claim": "Energy Fuels (UUUU) Increases Despite Market Slip: Here's What You Need to Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Energy Fuels (UUUU) Increases Despite Market Slip: Here's What You Need to Know" }, "source_id": "E2287", "source_type": "news", "ticker": "UUUU", "tier": 2, "timestamp": "2026-07-20T21:45:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/energy-fuels-uuuu-increases-despite-214505572.html" }, { "claim": "Is Floor & Decor Holdings (FND) Undervalued After Its Recent Slide?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Floor & Decor Holdings (FND) Undervalued After Its Recent Slide?" }, "source_id": "E2288", "source_type": "news", "ticker": "FND", "tier": 2, "timestamp": "2026-07-24T20:08:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/floor-decor-holdings-fnd-undervalued-200802574.html" }, { "claim": "Morgan Stanley Adjusts Price Target on UWM to $3 From $5, Maintains 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}, { "claim": "Tutor Perini (TPC) Stock Looks Cheap Despite Its Massive 3 Year Run", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Tutor Perini (TPC) Stock Looks Cheap Despite Its Massive 3 Year Run" }, "source_id": "E2291", "source_type": "news", "ticker": "TPC", "tier": 2, "timestamp": "2026-07-26T02:08:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/tutor-perini-tpc-stock-looks-020837110.html" }, { "claim": "Tutor Perini (TPC) Is Up 10.4% After Broader S&P Index Inclusion Across Key US Benchmarks", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Tutor Perini (TPC) Is Up 10.4% After Broader S&P Index Inclusion Across Key US Benchmarks" }, "source_id": "E2292", "source_type": "news", "ticker": "TPC", "tier": 2, "timestamp": "2026-07-26T00:15:44+00:00", "url_or_provider_ref": 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"url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wexs-q2-earnings-revenues-surpass-125900337.html" }, { "claim": "WEX Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "WEX Q2 Earnings Call Highlights" }, "source_id": "E2295", "source_type": "earnings", "ticker": "WEX", "tier": 2, "timestamp": "2026-07-24T02:05:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/562ab0b4-dc8f-3b4e-a8f6-6a874349cd51/wex-q2-earnings-call.html" }, { "claim": "WEX Inc (WEX) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic AI Integration", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "WEX Inc (WEX) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic AI Integration" }, "source_id": "E2296", "source_type": "earnings", "ticker": "WEX", "tier": 2, "timestamp": "2026-07-23T21:03:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wex-inc-wex-q2-2026-210342890.html" }, { "claim": "Wex (WEX) Q2 Earnings and Revenues Top Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Wex (WEX) Q2 Earnings and Revenues Top Estimates" }, "source_id": "E2297", "source_type": "earnings", "ticker": "WEX", "tier": 2, "timestamp": "2026-07-22T23:35:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wex-wex-q2-earnings-revenues-233505415.html" }, { "claim": "Analysts Estimate Comstock Resources (CRK) to Report a Decline in Earnings: What to Look Out for", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Analysts Estimate Comstock Resources (CRK) to Report a Decline in Earnings: What to Look Out for" }, "source_id": "E2298", "source_type": "earnings", "ticker": "CRK", "tier": 2, "timestamp": "2026-07-22T14:00:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/analysts-estimate-comstock-resources-crk-140012797.html" }, { "claim": "Implied Volatility Surging for Comstock Resources Stock Options", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Implied Volatility Surging for Comstock Resources Stock Options" }, "source_id": "E2299", "source_type": "news", "ticker": "CRK", "tier": 2, "timestamp": "2026-07-20T13:33:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/options/articles/implied-volatility-surging-comstock-resources-133300120.html" }, { "claim": "Macy's (M) Sees a More Significant Dip Than Broader Market: Some Facts to Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Macy's (M) Sees a More Significant Dip Than Broader Market: Some Facts to Know" }, "source_id": "E2300", "source_type": "news", "ticker": "M", "tier": 2, "timestamp": "2026-07-20T21:50:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/macys-m-sees-more-significant-215005055.html" }, { "claim": "TSLA fundamentals snapshot: PE 323.77; market cap/assets $1.24T; revenue scale $103.62B; revenue QoQ 26.13%; revenue YoY 11.75%; gross margin 16.83%; net margin 3.95%; ROIC 2.94%; engine score health 58.14 / valuation 5.26.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. 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It offers wireline services, proppan...", "gross_margin": "17.53%", "health_score": null, "market_cap": "$5.50B", "name": "Liberty Energy Inc.", "net_margin": "3.63%", "pe_ratio": "23.45", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$4.20B", "roic": "0.36%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/lbrt/", "ticker": "LBRT", "timestamp": "2026-07-27T13:12:09.885665+00:00", "valuation_score": null }, "source_id": "E2302", "source_type": "fundamentals", "ticker": "LBRT", "tier": 2, "timestamp": "2026-07-27T13:12:09.885665+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/lbrt/" }, { "claim": "STM fundamentals snapshot: PE 101.93; market cap/assets $50.82B; revenue scale $13.10B; revenue QoQ n/a; revenue YoY n/a; gross margin 34.84%; net margin 6.45%; ROIC 1.02%.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. 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It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grai...", "gross_margin": "45.53%", "health_score": "48.12", "market_cap": "$182.53B", "name": "Union Pacific Corporation", "net_margin": "29.04%", "pe_ratio": "24.90", "revenue_growth_qoq": "10.41%", "revenue_growth_yoy": "4.17%", "revenue_scale": "$25.41B", "roic": "14.25%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/unp/", "ticker": "UNP", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "55.56" }, "source_id": "E2325", "source_type": "fundamentals", "ticker": "UNP", "tier": 2, "timestamp": "2026-07-24T00:00:00+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/unp/" }, { "claim": "MOH fundamentals snapshot: PE n/a; market cap/assets $10.01B; revenue scale $42.47B; revenue QoQ n/a; revenue YoY n/a; gross margin n/a; net margin n/a; ROIC n/a.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States. 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It also provides Rapid Rewards loyalty program; SWABIZ, an online booking tool; and inflight entertainment platform that i...", "gross_margin": "177.33%", "health_score": "34.16", "market_cap": "$22.05B", "name": "Southwest Airlines Co.", "net_margin": "2.76%", "pe_ratio": "26.35", "revenue_growth_qoq": "16.33%", "revenue_growth_yoy": "9.47%", "revenue_scale": "$30.07B", "roic": "3.46%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/luv/", "ticker": "LUV", "timestamp": "2026-07-24T00:00:00+00:00", "valuation_score": "66.67" }, "source_id": "E2327", "source_type": "fundamentals", "ticker": "LUV", "tier": 2, "timestamp": "2026-07-24T00:00:00+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260724-223147-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/luv/" }, { "claim": "DECK fundamentals snapshot: PE 13.25; market cap/assets $13.44B; revenue scale $5.52B; revenue QoQ -8.49%; revenue YoY 7.75%; gross margin 56.41%; net margin 12.75%; ROIC 32.25%; engine score health 74.07 / valuation 89.47.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. 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