{ "cards": [ { "action_label": "Research Now", "action_type": "earnings", "attention_grade": "S", "business_summary": "业务：亚马逊经营自营电商、第三方卖家市场、FBA 仓配、Prime 会员、AWS 云计算、广告、数字内容、智能设备和实体零售。收入来自商品销售、卖家佣金、仓储配送费、云服务费、广告费、会员费和内容服务，关键资产包括全球物流网络、Prime 用户关系、AWS 数据中心、Marketplace 商家生态和广告数据。行业地位：亚马逊在美国电商、全球云计算和零售媒体广告中均是重要玩家。经营与股价变量包括 AWS 增速和利润率、零售履约效率、第三方卖家活跃度、广告加载率、Prime 留存、工资与物流成本、AI 云需求、监管对平台佣金和自营竞争的约束。", "core_catalyst": "Apple Sinks 8%, Amazon Soars 12% as Traders Pick Tech Earnings Winners and Losers", "evidence_summary": "AMZN moved +13.8% in the latest session, +13.4% relative to benchmark, with volume at 0.5x its 20-day average. Reliable catalyst source: E0545.", "facts": [ { "claim": "AMZN moved +13.8% in the latest session, +13.4% relative to benchmark, with volume at 0.5x its 20-day average.", "source_id": "E0017", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Apple Sinks 8%, Amazon Soars 12% as Traders Pick Tech Earnings Winners and Losers", "source_id": "E0545", "timestamp": "2026-07-31T13:13:33+00:00" }, { "claim": "Exchange-Traded Funds, Equity Futures Higher Pre-Bell Friday as Amazon Earnings Offset Apple Weakness", "source_id": "E0546", "timestamp": "2026-07-31T13:06:36+00:00" }, { "claim": "Stock Market Today: Dow Rises But Apple Dives On Weak Forecast; Amazon Stock Surges On Earnings (Live Coverage)", "source_id": "E0547", "timestamp": "2026-07-31T12:50:56+00:00" }, { "claim": "Amazon's surging cloud business is growing at a breakneck pace: Chart", "source_id": "E0548", "timestamp": "2026-07-31T13:30:05+00:00" }, { "claim": "AMZN fundamentals snapshot: PE 21.56; market cap/assets $2.87T; revenue scale $742.78B; revenue QoQ -14.93%; revenue YoY 14.22%; gross margin 51.82%; net margin 16.67%; ROIC 9.32%; engine score health 63.75 / valuation n/a.", "source_id": "E2186", "timestamp": "2026-06-26T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (A...", "gross_margin": "51.82%", "health_score": "63.75", "market_cap": "$2.87T", "name": "Amazon.com, Inc.", "net_margin": "16.67%", "pe_ratio": "21.56", "revenue_growth_qoq": "-14.93%", "revenue_growth_yoy": "14.22%", "revenue_scale": "$742.78B", "roic": "9.32%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/amzn/", "ticker": "AMZN", "timestamp": "2026-06-26T00:00:00+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +13.4% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 235.50 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": "AMZN", "timestamp": "2026-07-31T13:41:55+00:00", "price": 268.12, "previous_close": 235.5, "change": 32.620000000000005, "change_pct": 0.13851380042462846, "change_5d_pct": 0.15514195551659693, "change_20d_pct": 0.10487494137341424, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/AMZN?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "regular_open_gap_up_gt_7pct", "breakout_20d", "event_earnings", "catalyst_earnings", "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": 4, "risk_reward": 3, "time_sensitivity": 4, "total": 71, "tradability": 4, "tradability_score": 10, "volume_confirmation": 8 }, "setup_type": "long_research", "source_ids": [ "E0017", "E0545", "E0546", "E0547", "E0548", "E2186" ], "stage": "expanding", "theme": "earnings reaction", "ticker": "AMZN", "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": "S", "business_summary": "业务：Apple 销售 iPhone、Mac、iPad、Apple Watch 和配件，并通过 App Store、iCloud、Apple Music、AppleCare 等服务获取持续收入。行业地位：全球消费电子和移动生态龙头，核心变量是 iPhone 周期、服务收入、硬件毛利和 AI/生态创新。", "core_catalyst": "Apple Sinks 8%, Amazon Soars 12% as Traders Pick Tech Earnings Winners and Losers", "evidence_summary": "AAPL moved -9.7% in the latest session, -10.0% relative to benchmark, with volume at 0.4x its 20-day average. Reliable catalyst source: E0537.", "facts": [ { "claim": "AAPL moved -9.7% in the latest session, -10.0% relative to benchmark, with volume at 0.4x its 20-day average.", "source_id": "E0015", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Apple Sinks 8%, Amazon Soars 12% as Traders Pick Tech Earnings Winners and Losers", "source_id": "E0537", "timestamp": "2026-07-31T13:13:33+00:00" }, { "claim": "Exchange-Traded Funds, Equity Futures Higher Pre-Bell Friday as Amazon Earnings Offset Apple Weakness", "source_id": "E0538", "timestamp": "2026-07-31T13:06:36+00:00" }, { "claim": "Apple stock falls on weak revenue forecast as CEO Tim Cook flags 'increasing impact' from memory shortage", "source_id": "E0539", "timestamp": "2026-07-31T13:04:28+00:00" }, { "claim": "Stock Market Today: Dow Rises But Apple Dives On Weak Forecast; Amazon Stock Surges On Earnings (Live Coverage)", "source_id": "E0540", "timestamp": "2026-07-31T12:50:56+00:00" }, { "claim": "AAPL fundamentals snapshot: PE n/a; market cap/assets n/a; revenue scale $451.44B; revenue QoQ -22.66%; revenue YoY 12.76%; gross margin 49.27%; net margin 26.60%; ROIC 39.71%; engine score health 68.00 / valuation n/a.", "source_id": "E2187", "timestamp": "2026-06-11T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "", "gross_margin": "49.27%", "health_score": "68.00", "market_cap": null, "name": "Apple Inc.", "net_margin": "26.60%", "pe_ratio": null, "revenue_growth_qoq": "-22.66%", "revenue_growth_yoy": "12.76%", "revenue_scale": "$451.44B", "roic": "39.71%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "AAPL", "timestamp": "2026-06-11T00:00:00+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -10.0% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 333.43 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": "AAPL", "timestamp": "2026-07-31T13:41:55+00:00", "price": 301.27, "previous_close": 333.43, "change": -32.160000000000025, "change_pct": -0.09645202891161575, "change_5d_pct": -0.09533958939734521, "change_20d_pct": -0.023847340719860055, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/AAPL?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "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": 3, "price_action": 19, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 67, "tradability": 4, "tradability_score": 10, "volume_confirmation": 8 }, "setup_type": "short_avoid", "source_ids": [ "E0015", "E0537", "E0538", "E0539", "E0540", "E2187" ], "stage": "reversal_risk", "theme": "earnings reaction", "ticker": "AAPL", "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：Roblox主要经营用户生成内容游戏平台和虚拟体验生态，收入来自虚拟货币、开发者经济和广告。行业地位：Roblox是游戏与互动娱乐赛道的重要公司，可比/竞争公司包括NetEase、Electronic Arts。关键变量主要是头部游戏周期、用户时长、平台分成、研发效率、IP生命力和监管环境。", "core_catalyst": "Roblox Stock Sinks On Weak Earnings Report", "evidence_summary": "RBLX moved -25.6% in the latest session, -25.9% relative to benchmark, with volume at 1.1x its 20-day average. Reliable catalyst source: E1229.", "facts": [ { "claim": "RBLX moved -25.6% in the latest session, -25.9% relative to benchmark, with volume at 1.1x its 20-day average.", "source_id": "E0205", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Roblox Stock Sinks On Weak Earnings Report", "source_id": "E1229", "timestamp": "2026-07-31T12:39:50+00:00" }, { "claim": "Here Are Friday’s Top Wall Street Analyst Research Calls: Blackstone Mortgage, Boston Scientific, Edison International, Ford, GoDaddy, International Paper, Roblox, Saia, and More", "source_id": "E1230", "timestamp": "2026-07-31T11:51:44+00:00" }, { "claim": "Roblox Stock Sinks 21% as Weak Earnings Forecast Results in Two Sell Ratings", "source_id": "E1231", "timestamp": "2026-07-31T11:43:00+00:00" }, { "claim": "RBLX Stock Headed For Lowest Level In 21 Months — Wall Street Warns Roblox Platform May Be Entering 'Lifecycle Decline'", "source_id": "E1232", "timestamp": "2026-07-31T11:40:46+00:00" }, { "claim": "RBLX fundamentals snapshot: PE n/a; market cap/assets $31.52B; revenue scale $5.69B; revenue QoQ n/a; revenue YoY n/a; gross margin 30.70%; net margin -12.59%; ROIC n/a.", "source_id": "E2188", "timestamp": "2026-07-31T13:41:25.310586+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally. It offers Roblox Client, an application that allows users to explore immersive experience; Roblox Studio, a free toolset that allows developers and creato...", "gross_margin": "30.70%", "health_score": null, "market_cap": "$31.52B", "name": "Roblox Corporation", "net_margin": "-12.59%", "pe_ratio": null, "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$5.69B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/rblx/", "ticker": "RBLX", "timestamp": "2026-07-31T13:41:25.310586+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -25.9% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 48.67 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": "RBLX", "timestamp": "2026-07-31T13:41:54+00:00", "price": 36.075, "previous_close": 48.62, "change": -12.544999999999995, "change_pct": -0.25802139037433147, "change_5d_pct": -0.24132490896270953, "change_20d_pct": -0.34894423209992365, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/RBLX?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "near_local_low", "breakdown_20d", "event_earnings", "catalyst_earnings", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_news", "catalyst_geopolitics" ], "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": 20, "price_confirmation": 3, "risk_reward": 2, "time_sensitivity": 3, "total": 65, "tradability": 3, "tradability_score": 7, "volume_confirmation": 8 }, "setup_type": "short_avoid", "source_ids": [ "E0205", "E1229", "E1230", "E1231", "E1232", "E2188" ], "stage": "late", "theme": "geopolitical risk", "ticker": "RBLX", "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": "S", "business_summary": "业务：Coinbase 运营加密资产交易平台，向个人和机构客户提供交易、托管、质押、稳定币相关服务和订阅产品。行业地位：美国合规加密交易平台龙头，业绩对加密资产价格、交易量、监管环境和稳定币生态高度敏感。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "COIN moved -10.7% in the latest session, -11.0% relative to benchmark, with volume at 0.4x its 20-day average. Reliable catalyst source: E1032.", "facts": [ { "claim": "COIN moved -10.7% in the latest session, -11.0% relative to benchmark, with volume at 0.4x its 20-day average.", "source_id": "E0150", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E1032", "timestamp": "2026-07-30T16:15:28+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "source_id": "E1033", "timestamp": "2026-07-30T16:06:18+00:00" }, { "claim": "Rosenblatt Securities Adjusts Price Target on Coinbase Global to $200 From $240, Maintains Buy Rating", "source_id": "E1034", "timestamp": "2026-07-31T13:23:47+00:00" }, { "claim": "Citigroup Adjusts Price Target on Coinbase Global to $210 From $235, Maintains Buy Rating", "source_id": "E1035", "timestamp": "2026-07-31T13:23:43+00:00" }, { "claim": "China Renaissance Adjusts Price Target on Coinbase Global to $211 From $231, Maintains Buy Rating", "source_id": "E1036", "timestamp": "2026-07-31T13:18:42+00:00" }, { "claim": "Morning Minute: Coinbase Posts Surprise Loss as Crypto Trading Dries Up", "source_id": "E1037", "timestamp": "2026-07-31T12:11:17+00:00" }, { "claim": "COIN fundamentals snapshot: PE n/a; market cap/assets $43.15B; revenue scale $5.53B; revenue QoQ -13.65%; revenue YoY -21.04%; gross margin 84.44%; net margin -29.46%; ROIC 0.31%; engine score health 38.75 / valuation 85.71.", "source_id": "E2189", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Coinbase Global, Inc. operates platform for crypto assets in the United States and internationally. It provides the primary financial account in the crypto economy for consumers; a brokerage platform with a pool of liquidity across the crypto marketplace for institutions; and a...", "gross_margin": "84.44%", "health_score": "38.75", "market_cap": "$43.15B", "name": "Coinbase Global, Inc.", "net_margin": "-29.46%", "pe_ratio": null, "revenue_growth_qoq": "-13.65%", "revenue_growth_yoy": "-21.04%", "revenue_scale": "$5.53B", "roic": "0.31%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/coin/", "ticker": "COIN", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "85.71" }, "grade_cap_reason": null, "inferences": [ "Relative move of -11.0% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 163.58 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": "COIN", "timestamp": "2026-07-31T13:41:54+00:00", "price": 146.16, "previous_close": 163.58, "change": -17.420000000000016, "change_pct": -0.10649223621469628, "change_5d_pct": -0.07663145998247689, "change_20d_pct": -0.11675124623129207, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/COIN?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_news", "catalyst_geopolitics", "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": 23, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 64, "tradability": 3, "tradability_score": 7, "volume_confirmation": 4 }, "setup_type": "hedge_review", "source_ids": [ "E0150", "E1032", "E1033", "E1034", "E1035", "E1036", "E1037", "E2189" ], "stage": "reversal_risk", "theme": "geopolitical risk", "ticker": "COIN", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." }, { "action_label": "Research Now", "action_type": "news", "attention_grade": "S", "business_summary": "业务：销售Ozempic、Rybelsus等司美格鲁肽糖尿病产品，以及Wegovy等肥胖症药物；传统糖尿病组合包括长效和速效胰岛素、复方制剂和给药装置；罕见病业务覆盖血友病、生长激素缺乏和相关内分泌疾病，收入来自处方药销售、医保和商业保险报销、医院及药房渠道。行业地位：全球糖尿病和肥胖症药物龙头，与Eli Lilly在GLP-1市场形成高强度竞争。关键变量包括GLP-1供需缺口、产能扩张、美国医保和PBM定价、肥胖症适应症渗透、口服和下一代管线临床结果、复方药监管、药品安全性和竞争产品疗效差异。", "core_catalyst": "Novo Nordisk ziltivekimab heart drug fails phase 3 trial", "evidence_summary": "NVO moved -9.0% in the latest session, -9.3% relative to benchmark, with volume at 0.8x its 20-day average. Reliable catalyst source: E0662.", "facts": [ { "claim": "NVO moved -9.0% in the latest session, -9.3% relative to benchmark, with volume at 0.8x its 20-day average.", "source_id": "E0051", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Novo Nordisk ziltivekimab heart drug fails phase 3 trial", "source_id": "E0662", "timestamp": "2026-07-31T12:46:15+00:00" }, { "claim": "Novo Nordisk Stock Drops After Drug Fails in Cardiovascular Trial", "source_id": "E0663", "timestamp": "2026-07-31T12:35:13+00:00" }, { "claim": "Novo Nordisk stock tumbles 10% as key trial misses goal", "source_id": "E0664", "timestamp": "2026-07-31T12:05:58+00:00" }, { "claim": "Novo Nordisk Shares Drop After Drug Candidate Fails in Cardiovascular Trial", "source_id": "E0665", "timestamp": "2026-07-31T12:02:00+00:00" }, { "claim": "NVO fundamentals snapshot: PE 11.98; market cap/assets $199.49B; revenue scale $50.57B; revenue QoQ n/a; revenue YoY n/a; gross margin 85.96%; net margin 50.15%; ROIC 14.88%.", "source_id": "E2190", "timestamp": "2026-07-31T13:41:25.305135+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products. It operates through two segments, Obesity and Diabetes Care, and Rare Disease. The Obesity and Diabetes care segment provides prod...", "gross_margin": "85.96%", "health_score": null, "market_cap": "$199.49B", "name": "Novo Nordisk A/S", "net_margin": "50.15%", "pe_ratio": "11.98", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$50.57B", "roic": "14.88%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/nvo/", "ticker": "NVO", "timestamp": "2026-07-31T13:41:25.305135+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -9.3% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 51.61 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": "NVO", "timestamp": "2026-07-31T13:41:54+00:00", "price": 46.957, "previous_close": 51.585, "change": -4.628, "change_pct": -0.08971600271396729, "change_5d_pct": -0.03717450155313784, "change_20d_pct": -0.06886774309258403, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/NVO?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "breakdown_20d", "event_news", "catalyst_new_product", "event_news", "catalyst_new_product", "event_news", "catalyst_new_product", "event_news", "catalyst_new_product" ], "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": 3, "risk_reward": 2, "time_sensitivity": 3, "total": 62, "tradability": 3, "tradability_score": 7, "volume_confirmation": 6 }, "setup_type": "short_avoid", "source_ids": [ "E0051", "E0662", "E0663", "E0664", "E0665", "E2190" ], "stage": "reversal_risk", "theme": "new product catalyst", "ticker": "NVO", "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": "A", "business_summary": "业务：DexCom主要经营连续血糖监测设备、传感器和糖尿病数字健康生态。行业地位：DexCom是医疗器械赛道的重要公司，可比/竞争公司包括Stryker、Medtronic、Edwards Lifesciences、Koninklijke Philips。关键变量主要是手术量、医院资本开支、新品获批、医生采用、毛利率和供应链成本。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "DXCM moved +10.6% in the latest session, +10.3% relative to benchmark, with volume at 0.3x its 20-day average. Reliable catalyst source: E1393.", "facts": [ { "claim": "DXCM moved +10.6% in the latest session, +10.3% relative to benchmark, with volume at 0.3x its 20-day average.", "source_id": "E0250", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E1393", "timestamp": "2026-07-30T17:21:16+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "source_id": "E1394", "timestamp": "2026-07-30T16:03:41+00:00" }, { "claim": "RBC Raises Price Target on DexCom to $90 From $85, Keeps Outperform Rating", "source_id": "E1395", "timestamp": "2026-07-31T13:06:26+00:00" }, { "claim": "Mizuho Adjusts Price Target on DexCom to $95 From $90, Maintains Outperform Rating", "source_id": "E1396", "timestamp": "2026-07-31T12:37:46+00:00" }, { "claim": "Canaccord Genuity Adjusts Price Target on DexCom to $90 From $82, Maintains Buy Rating", "source_id": "E1397", "timestamp": "2026-07-31T12:36:34+00:00" }, { "claim": "Evercore ISI Adjusts Price Target on DexCom to $100 From $90, Maintains Outperform Rating", "source_id": "E1398", "timestamp": "2026-07-31T12:36:31+00:00" }, { "claim": "DXCM fundamentals snapshot: PE 28.14; market cap/assets $28.13B; revenue scale $4.97B; revenue QoQ 9.77%; revenue YoY 15.54%; gross margin 63.44%; net margin 19.04%; ROIC 17.65%; engine score health 73.83 / valuation 50.00.", "source_id": "E2191", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally. The company offers Dexcom G7 and G7 15 D...", "gross_margin": "63.44%", "health_score": "73.83", "market_cap": "$28.13B", "name": "DexCom, Inc.", "net_margin": "19.04%", "pe_ratio": "28.14", "revenue_growth_qoq": "9.77%", "revenue_growth_yoy": "15.54%", "revenue_scale": "$4.97B", "roic": "17.65%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/dxcm/", "ticker": "DXCM", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "50.00" }, "grade_cap_reason": null, "inferences": [ "Relative move of +10.3% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 74.54 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": "DXCM", "timestamp": "2026-07-31T13:41:54+00:00", "price": 82.085, "previous_close": 74.54, "change": 7.5449999999999875, "change_pct": 0.1012208210356853, "change_5d_pct": 0.14740004122901706, "change_20d_pct": 0.15207017543859647, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/DXCM?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "near_local_high", "regular_open_gap_up_gt_7pct", "breakout_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_earnings", "catalyst_earnings", "event_news", "catalyst_analyst", "event_news", "catalyst_analyst", "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": 2, "expectation_gap": 3, "price_action": 23, "price_confirmation": 4, "risk_reward": 3, "time_sensitivity": 4, "total": 59, "tradability": 2, "tradability_score": 5, "volume_confirmation": 1 }, "setup_type": "long_research", "source_ids": [ "E0250", "E1393", "E1394", "E1395", "E1396", "E1397", "E1398", "E2191" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "DXCM", "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：向化工、炼化、钢铁、电子、食品饮料、医疗和制造业客户供应氧气、氮气、氩气、氢气、二氧化碳、氦气和特种混合气；收入来自长期现场供气合同、管道供气、液态气体配送和瓶装气销售；工程部门设计和建设空分、氢气、合成气、天然气处理及相关大型气体装置。行业地位：全球工业气体双寡头之一，客户转换成本高，长约和现场供气提升收入稳定性。关键变量包括工业产量、能源价格、项目投产节奏、氢能和清洁能源资本开支、电子及化工客户的开工率、定价能力及大型工程执行风险。", "core_catalyst": "SEC 8-K filing: 8-K 2026-07-28", "evidence_summary": "LIN moved -5.4% in the latest session, -5.7% relative to benchmark, with volume at 0.3x its 20-day average. Reliable catalyst source: E0620.", "facts": [ { "claim": "LIN moved -5.4% in the latest session, -5.7% relative to benchmark, with volume at 0.3x its 20-day average.", "source_id": "E0039", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-28", "source_id": "E0620", "timestamp": "2026-07-30T10:07:52+00:00" }, { "claim": "Linde: Q2 Earnings Snapshot", "source_id": "E0621", "timestamp": "2026-07-31T13:06:15+00:00" }, { "claim": "Linde (LIN) Q2 Earnings and Revenues Top Estimates", "source_id": "E0622", "timestamp": "2026-07-31T11:10:02+00:00" }, { "claim": "Linde quarterly sales rise 9%, plans to invest $1 bln in Phoenix chip expansion", "source_id": "E0623", "timestamp": "2026-07-31T10:20:38+00:00" }, { "claim": "Linde Q2 Adjusted Earnings, Revenue Rise; Updates 2026 Adjusted EPS Outlook", "source_id": "E0624", "timestamp": "2026-07-31T09:55:02+00:00" }, { "claim": "LIN fundamentals snapshot: PE 33.02; market cap/assets $235.30B; revenue scale $34.66B; revenue QoQ 0.19%; revenue YoY 4.96%; gross margin 48.49%; net margin 21.15%; ROIC 11.56%; engine score health 70.00 / valuation 25.00.", "source_id": "E2192", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Linde plc operates as an industrial gas company worldwide. The company offers atmospheric gases, including oxygen, nitrogen, argon, and rare gases; and process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, electronic gases, specialty gases, and acetylene. It...", "gross_margin": "48.49%", "health_score": "70.00", "market_cap": "$235.30B", "name": "Linde plc", "net_margin": "21.15%", "pe_ratio": "33.02", "revenue_growth_qoq": "0.19%", "revenue_growth_yoy": "4.96%", "revenue_scale": "$34.66B", "roic": "11.56%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/lin/", "ticker": "LIN", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "25.00" }, "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 508.64 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": "LIN", "timestamp": "2026-07-31T13:41:54+00:00", "price": 478.03, "previous_close": 508.64, "change": -30.610000000000014, "change_pct": -0.060180088078012006, "change_5d_pct": -0.06685802166421473, "change_20d_pct": -0.12551224354214707, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/LIN?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "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": 18, "price_confirmation": 4, "risk_reward": 4, "time_sensitivity": 4, "total": 59, "tradability": 3, "tradability_score": 7, "volume_confirmation": 4 }, "setup_type": "short_avoid", "source_ids": [ "E0039", "E0620", "E0621", "E0622", "E0623", "E0624", "E2192" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "LIN", "trading_hypothesis": "Research path: verify whether the negative catalyst changes forward demand, margin, or multiple assumptions." }, { "action_label": "Research Now", "action_type": "news", "attention_grade": "A", "business_summary": "业务：Taylor Morrison Home主要经营住宅开发、建造、销售或配套建材安装服务，收入取决于交付量、售价和土地储备。行业地位：Taylor Morrison Home是住宅建设赛道的重要参与者，可比/竞争公司包括D.R. Horton、PulteGroup、Lennar、NVR。关键变量主要是按揭利率、房屋库存、土地成本、订单取消率、毛利率和区域人口流入。", "core_catalyst": "Berkshire Hathaway Completes Taylor Morrison Acquisition", "evidence_summary": "TMHC moved +0.4% in the latest session, +0.1% relative to benchmark, with volume at 3.4x its 20-day average. Reliable catalyst source: E2109.", "facts": [ { "claim": "TMHC moved +0.4% in the latest session, +0.1% relative to benchmark, with volume at 3.4x its 20-day average.", "source_id": "E0500", "timestamp": "2026-07-23T00:00:00+00:00" }, { "claim": "Berkshire Hathaway Completes Taylor Morrison Acquisition", "source_id": "E2109", "timestamp": "2026-07-24T13:32:57+00:00" }, { "claim": "Berkshire Hathaway Completes Acquisition of Taylor Morrison", "source_id": "E2110", "timestamp": "2026-07-24T13:00:00+00:00" }, { "claim": "Taylor Morrison Home Shareholders Approve Berkshire Hathaway Merger", "source_id": "E2111", "timestamp": "2026-07-23T07:02:06+00:00" }, { "claim": "Krystal Biotech to Join S&P MidCap 400, Replacing Taylor Morrison Home", "source_id": "E2112", "timestamp": "2026-07-20T21:38:01+00:00" }, { "claim": "TMHC fundamentals snapshot: PE 10.78; market cap/assets $5.55B; revenue scale $7.61B; revenue QoQ n/a; revenue YoY n/a; gross margin 20.95%; net margin 7.24%; ROIC 1.38%.", "source_id": "E2193", "timestamp": "2026-07-31T13:41:25.306166+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Taylor Morrison Home Corporation, together with its subsidiaries, operates as a homebuilder and land developer in the United States. It designs, builds, and sells single, and multifamily detached and attached homes in markets for entry-level, move-up, and resort lifestyle buyers...", "gross_margin": "20.95%", "health_score": null, "market_cap": "$5.55B", "name": "Taylor Morrison Home Corporation", "net_margin": "7.24%", "pe_ratio": "10.78", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$7.61B", "roic": "1.38%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/tmhc/", "ticker": "TMHC", "timestamp": "2026-07-31T13:41:25.306166+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +0.1% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 72.13 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": "TMHC", "timestamp": "2026-07-23T20:03:59+00:00", "price": 72.45, "previous_close": 72.47, "change": -0.01999999999999602, "change_pct": -0.00027597626604103365, "change_5d_pct": 0.008070088093123928, "change_20d_pct": 0.012154207134538852, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/TMHC?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "volume_surge", "near_local_high", "breakout_20d", "event_news", "catalyst_mna", "event_news", "catalyst_mna", "event_news", "catalyst_mna", "event_news" ], "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": 5, "price_confirmation": 3, "risk_reward": 4, "time_sensitivity": 4, "total": 59, "tradability": 3, "tradability_score": 7, "volume_confirmation": 17 }, "setup_type": "long_research", "source_ids": [ "E0500", "E2109", "E2110", "E2111", "E2112", "E2193" ], "stage": "expanding", "theme": "volume-confirmed catalyst", "ticker": "TMHC", "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：GoDaddy主要提供域名注册、主机、网站建设、商家工具和小企业数字化服务。行业地位：GoDaddy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": "SEC 8-K filing: 8-K 2026-07-30", "evidence_summary": "GDDY moved -23.8% in the latest session, -24.1% relative to benchmark, with volume at 0.5x its 20-day average. Reliable catalyst source: E1786.", "facts": [ { "claim": "GDDY moved -23.8% in the latest session, -24.1% relative to benchmark, with volume at 0.5x its 20-day average.", "source_id": "E0381", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "source_id": "E1786", "timestamp": "2026-07-30T16:10:41+00:00" }, { "claim": "Evercore ISI Adjusts GoDaddy Price Target to $85 From $95, Maintains In Line Rating", "source_id": "E1787", "timestamp": "2026-07-31T13:16:47+00:00" }, { "claim": "Benchmark Company Adjusts GoDaddy Price Target to $140 From $185, Maintains Buy Rating", "source_id": "E1788", "timestamp": "2026-07-31T12:27:32+00:00" }, { "claim": "Wells Fargo Adjusts GoDaddy Price Target to $80 From $83, Maintains Equal Weight Rating", "source_id": "E1789", "timestamp": "2026-07-31T12:26:59+00:00" }, { "claim": "Piper Sandler Adjusts GoDaddy Price Target to $95 From $93, Maintains Neutral Rating", "source_id": "E1790", "timestamp": "2026-07-31T12:26:44+00:00" }, { "claim": "GDDY fundamentals snapshot: PE 10.99; market cap/assets $13.18B; revenue scale $5.10B; revenue QoQ 2.45%; revenue YoY 7.41%; gross margin 71.40%; net margin 40.72%; ROIC 15.91%; engine score health 63.23 / valuation 100.00.", "source_id": "E2194", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally. It operates in two segments: Applications and Commerce (A&C), and Core Platform (Core). The A&C segment offers applications products, including Websites + Marketi...", "gross_margin": "71.40%", "health_score": "63.23", "market_cap": "$13.18B", "name": "GoDaddy Inc.", "net_margin": "40.72%", "pe_ratio": "10.99", "revenue_growth_qoq": "2.45%", "revenue_growth_yoy": "7.41%", "revenue_scale": "$5.10B", "roic": "15.91%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/gddy/", "ticker": "GDDY", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "100.00" }, "grade_cap_reason": null, "inferences": [ "Relative move of -24.1% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 99.33 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": "GDDY", "timestamp": "2026-07-31T13:41:53+00:00", "price": 75.0, "previous_close": 99.32, "change": -24.319999999999993, "change_pct": -0.2448650825614176, "change_5d_pct": -0.19493347947876394, "change_20d_pct": -0.15263814043791912, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/GDDY?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "breakdown_20d", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_news", "catalyst_analyst", "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": 2, "expectation_gap": 2, "price_action": 21, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 58, "tradability": 2, "tradability_score": 5, "volume_confirmation": 2 }, "setup_type": "hedge_review", "source_ids": [ "E0381", "E1786", "E1787", "E1788", "E1789", "E1790", "E2194" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "GDDY", "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：向芯片公司、手机厂商、云计算公司、汽车电子和IoT客户授权Arm CPU架构、Cortex核心、Mali图形、Ethos AI加速、互连、系统IP、物理IP、软件工具和Compute Subsystems；收入来自前期授权费、技术访问订阅和客户芯片出货后的版税；Arm本身不生产芯片，依靠生态伙伴完成SoC设计和制造。行业地位：移动处理器事实标准，并向数据中心、汽车和边缘AI扩张。关键变量包括智能手机出货、Armv9和高版税IP渗透率、云服务器采用、汽车电子设计定点、RISC-V竞争、客户集中度、Arm China治理和授权定价能力。", "core_catalyst": "SEC 6-K filing: 6-K 2026-06-30", "evidence_summary": "ARM moved +7.6% in the latest session, +7.3% relative to benchmark, with volume at 0.2x its 20-day average. Reliable catalyst source: E0632.", "facts": [ { "claim": "ARM moved +7.6% in the latest session, +7.3% relative to benchmark, with volume at 0.2x its 20-day average.", "source_id": "E0042", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 6-K filing: 6-K 2026-06-30", "source_id": "E0632", "timestamp": "2026-07-29T16:05:46+00:00" }, { "claim": "SEC 6-K filing: 6-K 2026-07-29", "source_id": "E0633", "timestamp": "2026-07-29T16:02:28+00:00" }, { "claim": "The Zacks Analyst Blog Highlights Arm Holdings, NVIDIA and Qualcomm", "source_id": "E0634", "timestamp": "2026-07-31T06:36:00+00:00" }, { "claim": "Arm Stock Rises 4% After Revenue and Profit Forecast Beats", "source_id": "E0635", "timestamp": "2026-07-30T19:58:44+00:00" }, { "claim": "1 Key Metric To Watch That Could Send Arm Stock Soaring", "source_id": "E0636", "timestamp": "2026-07-31T12:35:00+00:00" }, { "claim": "Arm (ARM) Stock Looks Pricey On Book Value Yet Strong On AI Growth", "source_id": "E0637", "timestamp": "2026-07-31T10:06:50+00:00" }, { "claim": "ARM fundamentals snapshot: PE 285.36; market cap/assets $257.96B; revenue scale $4.92B; revenue QoQ 19.97%; revenue YoY 22.79%; gross margin 93.09%; net margin 21.01%; ROIC 8.42%; engine score health 59.29 / valuation 7.14.", "source_id": "E2195", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio...", "gross_margin": "93.09%", "health_score": "59.29", "market_cap": "$257.96B", "name": "Arm Holdings plc American Depositary Shares", "net_margin": "21.01%", "pe_ratio": "285.36", "revenue_growth_qoq": "19.97%", "revenue_growth_yoy": "22.79%", "revenue_scale": "$4.92B", "roic": "8.42%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/arm/", "ticker": "ARM", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "7.14" }, "grade_cap_reason": null, "inferences": [ "Relative move of +7.3% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 241.54 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": "ARM", "timestamp": "2026-07-31T13:41:51+00:00", "price": 258.615, "previous_close": 241.54, "change": 17.075000000000017, "change_pct": 0.07069222489028748, "change_5d_pct": -0.005365215619515862, "change_20d_pct": -0.17972912648659212, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/ARM?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "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": 4, "price_action": 17, "price_confirmation": 4, "risk_reward": 4, "time_sensitivity": 4, "total": 58, "tradability": 3, "tradability_score": 7, "volume_confirmation": 4 }, "setup_type": "long_research", "source_ids": [ "E0042", "E0632", "E0633", "E0634", "E0635", "E0636", "E0637", "E2195" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "ARM", "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：Monolithic Power Systems主要经营高性能模拟和电源管理芯片，服务数据中心、汽车、工业和消费电子市场。行业地位：Monolithic Power Systems是半导体赛道的核心公司，可比/竞争公司包括Marvell Technology、NXP Semiconductors、Teradyne、STMicroelectronics。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": "SEC 8-K filing: 8-K 2026-07-30", "evidence_summary": "MPWR moved +14.5% in the latest session, +14.1% relative to benchmark, with volume at 0.2x its 20-day average. Reliable catalyst source: E0862.", "facts": [ { "claim": "MPWR moved +14.5% in the latest session, +14.1% relative to benchmark, with volume at 0.2x its 20-day average.", "source_id": "E0101", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "source_id": "E0862", "timestamp": "2026-07-30T16:01:11+00:00" }, { "claim": "SEC 4 filing: 4 2026-07-25", "source_id": "E0863", "timestamp": "2026-07-28T22:42:12+00:00" }, { "claim": "Needham & Co Adjusts Monolithic Power Systems PT to $2,000 From $1,750, Maintains Buy Rating", "source_id": "E0864", "timestamp": "2026-07-31T12:16:02+00:00" }, { "claim": "Monolithic Power Beats Q2 Earnings Estimates on Enterprise Data Growth", "source_id": "E0865", "timestamp": "2026-07-31T12:01:00+00:00" }, { "claim": "Truist Raises Price Target on Monolithic Power Systems to $1,889 From $1,805, Keeps Buy Rating", "source_id": "E0866", "timestamp": "2026-07-31T11:48:36+00:00" }, { "claim": "KeyBanc Adjusts PT on Monolithic Power Systems to $2,100 From $2,000, Maintains Overweight Rating", "source_id": "E0867", "timestamp": "2026-07-31T10:21:19+00:00" }, { "claim": "MPWR fundamentals snapshot: PE 80.94; market cap/assets $64.66B; revenue scale $3.27B; revenue QoQ 21.94%; revenue YoY 28.67%; gross margin 55.18%; net margin 26.24%; ROIC 20.06%; engine score health 55.93 / valuation 14.29.", "source_id": "E2196", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Monolithic Power Systems, Inc. provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally. The company offers direct current (DC) to DC solutions to convert and control voltages wi...", "gross_margin": "55.18%", "health_score": "55.93", "market_cap": "$64.66B", "name": "Monolithic Power Systems, Inc.", "net_margin": "26.24%", "pe_ratio": "80.94", "revenue_growth_qoq": "21.94%", "revenue_growth_yoy": "28.67%", "revenue_scale": "$3.27B", "roic": "20.06%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/mpwr/", "ticker": "MPWR", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "14.29" }, "grade_cap_reason": null, "inferences": [ "Relative move of +14.1% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 1316.18 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": "MPWR", "timestamp": "2026-07-31T13:41:51+00:00", "price": 1510.14, "previous_close": 1316.18, "change": 193.96000000000004, "change_pct": 0.14736586181221423, "change_5d_pct": 0.1322001886776567, "change_20d_pct": 0.1723232827679455, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/MPWR?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "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", "catalyst_analyst" ], "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": 20, "price_confirmation": 4, "risk_reward": 3, "time_sensitivity": 4, "total": 57, "tradability": 3, "tradability_score": 7, "volume_confirmation": 4 }, "setup_type": "long_research", "source_ids": [ "E0101", "E0862", "E0863", "E0864", "E0865", "E0866", "E0867", "E2196" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "MPWR", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Research Now", "action_type": "news", "attention_grade": "A", "business_summary": "业务：Reddit主要经营在线社区和内容平台，收入来自广告、数据授权和用户相关服务。行业地位：Reddit是互联网内容与平台赛道的重要公司，可比/竞争公司包括Spotify Technology、DoorDash、Nebius Group、Twilio。关键变量主要是用户增长、广告变现、平台补贴、算法与内容监管、AI基础设施成本和竞争强度。", "core_catalyst": "Deutsche Bank Adjusts Reddit Price Target to $200 From $250, Maintains Buy Rating", "evidence_summary": "RDDT moved -15.7% in the latest session, -16.1% relative to benchmark, with volume at 0.8x its 20-day average. Reliable catalyst source: E1225.", "facts": [ { "claim": "RDDT moved -15.7% in the latest session, -16.1% relative to benchmark, with volume at 0.8x its 20-day average.", "source_id": "E0203", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Deutsche Bank Adjusts Reddit Price Target to $200 From $250, Maintains Buy Rating", "source_id": "E1225", "timestamp": "2026-07-31T12:12:55+00:00" }, { "claim": "RDDT Stock Is In The Limelight Today After Massive Pre-Market Fall — GOOGL Friction Raises AI Licensing Risks, Says Wells Fargo", "source_id": "E1226", "timestamp": "2026-07-31T12:33:35+00:00" }, { "claim": "The Best House On The Block Costs The Most: RDDT", "source_id": "E1227", "timestamp": "2026-07-31T12:08:11+00:00" }, { "claim": "Reddit Is Bearish on Nio. Wall Street Couldn’t Disagree More.", "source_id": "E1228", "timestamp": "2026-07-31T12:05:24+00:00" }, { "claim": "RDDT fundamentals snapshot: PE 32.96; market cap/assets $32.88B; revenue scale $2.78B; revenue QoQ n/a; revenue YoY n/a; gross margin 91.27%; net margin 31.41%; ROIC 48.00%.", "source_id": "E2197", "timestamp": "2026-07-31T13:41:31.095095+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Reddit, Inc. operates a digital community in the United States and internationally. The company’s platform enables user to engage in conversations, explore passions, research new hobbies, exchange goods and services, create new communities and experiences, share laughs, and find...", "gross_margin": "91.27%", "health_score": null, "market_cap": "$32.88B", "name": "Reddit, Inc.", "net_margin": "31.41%", "pe_ratio": "32.96", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$2.78B", "roic": "48.00%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/rddt/", "ticker": "RDDT", "timestamp": "2026-07-31T13:41:31.095095+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -16.1% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 178.04 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": "RDDT", "timestamp": "2026-07-31T13:41:54+00:00", "price": 148.78, "previous_close": 178.07, "change": -29.289999999999992, "change_pct": -0.16448587634076484, "change_5d_pct": -0.1182362130782828, "change_20d_pct": -0.23573225766982053, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/RDDT?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "breakdown_20d", "event_news", "catalyst_analyst", "event_news", "event_news", "event_news" ], "risk_summary": "Main risks are false breakout, stale catalyst, and weak peer confirmation.", "score": { "catalyst_quality": 22, "catalyst_strength": 4, "crowding_risk": 2, "expectation_gap": 3, "price_action": 20, "price_confirmation": 3, "risk_reward": 2, "time_sensitivity": 3, "total": 55, "tradability": 3, "tradability_score": 7, "volume_confirmation": 6 }, "setup_type": "short_avoid", "source_ids": [ "E0203", "E1225", "E1226", "E1227", "E1228", "E2197" ], "stage": "reversal_risk", "theme": "catalyst attention signal", "ticker": "RDDT", "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": "A", "business_summary": "业务：TELUS主要经营移动、宽带、企业连接、电视或通信基础设施服务，收入来自用户订阅、流量和企业通信合约。行业地位：TELUS是通信服务赛道的重要参与者，可比/竞争公司包括Comcast、Vodafone Group Public、Rogers Communications、SK Telecom Co.，Ltd。关键变量主要是ARPU、用户流失、5G和光纤资本开支、频谱成本、监管价格和杠杆水平。", "core_catalyst": "Telus (TU) Lags Q2 Earnings and Revenue Estimates", "evidence_summary": "TU moved -12.8% in the latest session, -13.1% relative to benchmark, with volume at 0.5x its 20-day average. Reliable catalyst source: E1475.", "facts": [ { "claim": "TU moved -12.8% in the latest session, -13.1% relative to benchmark, with volume at 0.5x its 20-day average.", "source_id": "E0275", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Telus (TU) Lags Q2 Earnings and Revenue Estimates", "source_id": "E1475", "timestamp": "2026-07-31T11:55:01+00:00" }, { "claim": "Telus Q2 Earnings Down 27%, Slashes Dividend by 55%", "source_id": "E1476", "timestamp": "2026-07-31T11:36:37+00:00" }, { "claim": "Telus: Q2 Earnings Snapshot", "source_id": "E1477", "timestamp": "2026-07-31T10:53:38+00:00" }, { "claim": "TELUS Corporation - NOTICE OF CASH DIVIDEND", "source_id": "E1478", "timestamp": "2026-07-31T10:50:00+00:00" }, { "claim": "TU fundamentals snapshot: PE 21.69; market cap/assets $19.65B; revenue scale $14.56B; revenue QoQ n/a; revenue YoY n/a; gross margin 62.01%; net margin -37.20%; ROIC -3.20%.", "source_id": "E2198", "timestamp": "2026-07-31T13:41:31.213486+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "TELUS Corporation, together with its subsidiaries, operates as a telecommunications company in Canada and internationally. It operates through TELUS Technology Solutions, TELUS Health, and TELUS Digital Experience segments. The company offer technology solutions comprising mobil...", "gross_margin": "62.01%", "health_score": null, "market_cap": "$19.65B", "name": "TELUS Corporation", "net_margin": "-37.20%", "pe_ratio": "21.69", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$14.56B", "roic": "-3.20%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/tu/", "ticker": "TU", "timestamp": "2026-07-31T13:41:31.213486+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -13.1% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 10.77 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": "TU", "timestamp": "2026-07-31T13:41:55+00:00", "price": 9.225, "previous_close": 10.78, "change": -1.5549999999999997, "change_pct": -0.14424860853432275, "change_5d_pct": -0.09735814491500783, "change_20d_pct": -0.0947006496684274, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/TU?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "near_local_low", "breakdown_20d", "event_earnings", "catalyst_earnings", "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": 1, "expectation_gap": 3, "price_action": 21, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 55, "tradability": 1, "tradability_score": 2, "volume_confirmation": 2 }, "setup_type": "short_avoid", "source_ids": [ "E0275", "E1475", "E1476", "E1477", "E1478", "E2198" ], "stage": "reversal_risk", "theme": "earnings reaction", "ticker": "TU", "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": "A", "business_summary": "业务：Corteva主要经营种子、性状技术和作物保护产品，服务玉米、大豆、谷物和特种作物种植户。行业地位：Corteva是农业投入品赛道的核心公司，可比/竞争公司包括Nutrien、CF Industries Holdings、The Mosaic。关键变量主要是农产品价格、种植面积、化肥价格、天然气和钾盐成本、渠道库存以及天气和贸易政策。", "core_catalyst": "Corteva, Inc. (CTVA) Reports Q2 Earnings: What Key Metrics Have to Say", "evidence_summary": "CTVA moved -9.6% in the latest session, -10.0% relative to benchmark, with volume at 0.2x its 20-day average. Reliable catalyst source: E0997.", "facts": [ { "claim": "CTVA moved -9.6% in the latest session, -10.0% relative to benchmark, with volume at 0.2x its 20-day average.", "source_id": "E0141", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Corteva, Inc. (CTVA) Reports Q2 Earnings: What Key Metrics Have to Say", "source_id": "E0997", "timestamp": "2026-07-30T22:30:03+00:00" }, { "claim": "Corteva, Inc. (CTVA) Q2 Earnings Beat Estimates", "source_id": "E0998", "timestamp": "2026-07-30T22:00:06+00:00" }, { "claim": "Corteva Q2 Adjusted Earnings Rise, Revenue Falls; Shares Drop After Hours", "source_id": "E0999", "timestamp": "2026-07-30T21:20:02+00:00" }, { "claim": "Corteva, Inc.: Q2 Earnings Snapshot", "source_id": "E1000", "timestamp": "2026-07-30T20:51:32+00:00" }, { "claim": "CTVA fundamentals snapshot: PE 55.50; market cap/assets $54.03B; revenue scale $17.89B; revenue QoQ 25.45%; revenue YoY 6.27%; gross margin 48.50%; net margin 14.68%; ROIC 6.81%; engine score health 48.00 / valuation n/a.", "source_id": "E2199", "timestamp": "2026-06-23T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Corteva, Inc. operates in the agriculture business. The company operates through two segments, Seed and Crop Protection. The Seed segment develops and supplies advanced germplasm and traits that produce optimum yield for farms. It offers trait technologies that enhance resistanc...", "gross_margin": "48.50%", "health_score": "48.00", "market_cap": "$54.03B", "name": "Corteva, Inc.", "net_margin": "14.68%", "pe_ratio": "55.50", "revenue_growth_qoq": "25.45%", "revenue_growth_yoy": "6.27%", "revenue_scale": "$17.89B", "roic": "6.81%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/ctva/", "ticker": "CTVA", "timestamp": "2026-06-23T00:00:00+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -10.0% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 89.34 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": "CTVA", "timestamp": "2026-07-31T13:41:54+00:00", "price": 80.435, "previous_close": 89.385, "change": -8.950000000000003, "change_pct": -0.10012865693348993, "change_5d_pct": -0.09876750700280112, "change_20d_pct": -0.06252917087335574, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/CTVA?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "breakdown_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": 3, "price_action": 19, "price_confirmation": 3, "risk_reward": 2, "time_sensitivity": 3, "total": 55, "tradability": 2, "tradability_score": 5, "volume_confirmation": 1 }, "setup_type": "short_avoid", "source_ids": [ "E0141", "E0997", "E0998", "E0999", "E1000", "E2199" ], "stage": "reversal_risk", "theme": "earnings reaction", "ticker": "CTVA", "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": "A", "business_summary": "业务：MasTec主要经营电网、通信、工业、基础设施、建筑机电或工程总包服务。行业地位：MasTec是工程建设服务赛道的重要公司，可比/竞争公司包括Quanta Services、Comfort Systems USA、Ferrovial、EMCOR Group。关键变量主要是基建和电网投资、订单积压、项目利润率、人工成本、执行风险和政府支出。", "core_catalyst": "Analyst Report: MasTec, Inc.", "evidence_summary": "MTZ moved -14.7% in the latest session, -15.0% relative to benchmark, with volume at 0.3x its 20-day average. Reliable catalyst source: E1213.", "facts": [ { "claim": "MTZ moved -14.7% in the latest session, -15.0% relative to benchmark, with volume at 0.3x its 20-day average.", "source_id": "E0200", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Analyst Report: MasTec, Inc.", "source_id": "E1213", "timestamp": "2026-07-31T00:06:43+00:00" }, { "claim": "MasTec (MTZ) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates", "source_id": "E1214", "timestamp": "2026-07-30T23:00:02+00:00" }, { "claim": "MasTec (MTZ) Q2 Earnings and Revenues Beat Estimates", "source_id": "E1215", "timestamp": "2026-07-30T22:00:13+00:00" }, { "claim": "MasTec’s (NYSE:MTZ) Q2 CY2026: Beats On Revenue But Stock Drops 10.9%", "source_id": "E1216", "timestamp": "2026-07-30T20:34:27+00:00" }, { "claim": "MTZ fundamentals snapshot: PE 44.49; market cap/assets $34.49B; revenue scale $16.11B; revenue QoQ n/a; revenue YoY n/a; gross margin 12.72%; net margin 3.33%; ROIC 2.68%.", "source_id": "E2200", "timestamp": "2026-07-31T13:41:31.747616+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "MasTec, Inc., an infrastructure engineering and construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada. It operates through five...", "gross_margin": "12.72%", "health_score": null, "market_cap": "$34.49B", "name": "MasTec, Inc.", "net_margin": "3.33%", "pe_ratio": "44.49", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$16.11B", "roic": "2.68%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/mtz/", "ticker": "MTZ", "timestamp": "2026-07-31T13:41:31.747616+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -15.0% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 324.44 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": "MTZ", "timestamp": "2026-07-31T13:41:53+00:00", "price": 276.485, "previous_close": 324.53, "change": -48.04499999999996, "change_pct": -0.1480448648815209, "change_5d_pct": -0.1816096288271517, "change_20d_pct": -0.2596068729807427, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/MTZ?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "breakdown_20d", "event_news", "catalyst_analyst", "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": 2, "expectation_gap": 2, "price_action": 19, "price_confirmation": 3, "risk_reward": 2, "time_sensitivity": 3, "total": 55, "tradability": 2, "tradability_score": 5, "volume_confirmation": 1 }, "setup_type": "short_avoid", "source_ids": [ "E0200", "E1213", "E1214", "E1215", "E1216", "E2200" ], "stage": "reversal_risk", "theme": "earnings reaction", "ticker": "MTZ", "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：Corning主要经营显示玻璃、光通信、特殊材料、环境科技和生命科学玻璃产品。行业地位：Corning是硬件设备与零部件赛道的超核心公司，可比/竞争公司包括Keysight Technologies、TE Connectivity、Coherent、Celestica。关键变量主要是AI和通信需求、工业资本开支、订单周期、客户认证、库存去化和毛利率。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "GLW moved +6.1% in the latest session, +5.8% relative to benchmark, with volume at 0.1x its 20-day average. Reliable catalyst source: E0723.", "facts": [ { "claim": "GLW moved +6.1% in the latest session, +5.8% relative to benchmark, with volume at 0.1x its 20-day average.", "source_id": "E0066", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0723", "timestamp": "2026-07-29T12:22:26+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-28", "source_id": "E0724", "timestamp": "2026-07-28T07:03:07+00:00" }, { "claim": "Corning's Q3 Outlook Boosted by AI Data-Center Demand, Oppenheimer Says", "source_id": "E0725", "timestamp": "2026-07-29T17:40:32+00:00" }, { "claim": "Corning Delivers Strong FCF Results, But Investors Play GLW Stock's Drop With an Unusual Short-Put Play", "source_id": "E0726", "timestamp": "2026-07-29T17:30:02+00:00" }, { "claim": "Stocks making big moves yesterday: H&R Block, Corning, Sherwin-Williams, Brown & Brown, and Simpson", "source_id": "E0727", "timestamp": "2026-07-30T05:57:02+00:00" }, { "claim": "This Put Strategy Cashes In On Corning Stock Weakness", "source_id": "E0728", "timestamp": "2026-07-29T18:24:06+00:00" }, { "claim": "GLW fundamentals snapshot: PE 61.25; market cap/assets $116.38B; revenue scale $16.96B; revenue QoQ 8.71%; revenue YoY 19.41%; gross margin 36.14%; net margin 12.41%; ROIC 7.96%; engine score health 58.21 / valuation 37.50.", "source_id": "E2201", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "", "gross_margin": "36.14%", "health_score": "58.21", "market_cap": "$116.38B", "name": "Corning Inc", "net_margin": "12.41%", "pe_ratio": "61.25", "revenue_growth_qoq": "8.71%", "revenue_growth_yoy": "19.41%", "revenue_scale": "$16.96B", "roic": "7.96%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "GLW", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "37.50" }, "grade_cap_reason": null, "inferences": [ "Relative move of +5.8% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 135.22 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": "GLW", "timestamp": "2026-07-31T13:41:54+00:00", "price": 143.672, "previous_close": 135.37, "change": 8.301999999999992, "change_pct": 0.061328211568294266, "change_5d_pct": -0.020306812277036013, "change_20d_pct": -0.2699222272389593, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/GLW?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "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": 12, "price_confirmation": 4, "risk_reward": 4, "time_sensitivity": 4, "total": 53, "tradability": 3, "tradability_score": 7, "volume_confirmation": 4 }, "setup_type": "long_research", "source_ids": [ "E0066", "E0723", "E0724", "E0725", "E0726", "E0727", "E0728", "E2201" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "GLW", "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：AngloGold Ashanti 在多个国家经营金矿，覆盖勘探、采矿、选矿和黄金销售，也会伴随少量副产品贡献。客户主要是金属贸易与精炼体系，回款与黄金产量、品位、回收率和销售实现价格直接相关。关键资产是分布在非洲、美洲和澳洲等地的矿山组合、储量资源、加工设施以及后续扩产和延寿项目。行业地位：这家公司是全球大型黄金生产商之一，优势在于多区域矿山组合，但也因此更受矿业政策和运营执行影响。对手包括 Newmont、Barrick、Agnico Eagle 和 Gold Fields，关键经营变量是金价、矿石品位、维持性资本开支、安全环保、所在国政策和新项目投产进度。", "core_catalyst": "Anglogold Ashanti Q2 Headline Earnings, Revenue Rise", "evidence_summary": "AU moved -8.0% in the latest session, -8.3% relative to benchmark, with volume at 0.2x its 20-day average. Reliable catalyst source: E1059.", "facts": [ { "claim": "AU moved -8.0% in the latest session, -8.3% relative to benchmark, with volume at 0.2x its 20-day average.", "source_id": "E0157", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Anglogold Ashanti Q2 Headline Earnings, Revenue Rise", "source_id": "E1059", "timestamp": "2026-07-31T10:33:27+00:00" }, { "claim": "AngloGold Ashanti: Q2 Earnings Snapshot", "source_id": "E1060", "timestamp": "2026-07-31T10:13:34+00:00" }, { "claim": "AngloGold Ashanti Q2 30 June 2026 Earnings Release and Dividend Declaration", "source_id": "E1061", "timestamp": "2026-07-31T10:05:00+00:00" }, { "claim": "AngloGold Ashanti Set to Report Q2 Earnings: What's in the Cards?", "source_id": "E1062", "timestamp": "2026-07-29T13:53:00+00:00" }, { "claim": "AU fundamentals snapshot: PE 12.10; market cap/assets $45.95B; revenue scale $11.17B; revenue QoQ n/a; revenue YoY n/a; gross margin 54.86%; net margin 38.40%; ROIC 11.75%.", "source_id": "E2202", "timestamp": "2026-07-31T13:41:37.676227+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "AngloGold Ashanti plc operates as a gold mining company in Africa, Australia, and the Americas. It explores for gold, as well as by-products, including silver and sulphuric acid. The company’s flagship property includes 100% owned the Geita mine located in the Lake Victoria gold...", "gross_margin": "54.86%", "health_score": null, "market_cap": "$45.95B", "name": "AngloGold Ashanti Plc", "net_margin": "38.40%", "pe_ratio": "12.10", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$11.17B", "roic": "11.75%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/au/", "ticker": "AU", "timestamp": "2026-07-31T13:41:37.676227+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -8.3% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 82.33 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": "AU", "timestamp": "2026-07-31T13:41:42+00:00", "price": 75.67, "previous_close": 82.32, "change": -6.6499999999999915, "change_pct": -0.08078231292517002, "change_5d_pct": -0.050207082476179554, "change_20d_pct": -0.10608389089199921, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/AU?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "near_local_low", "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": 19, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 52, "tradability": 1, "tradability_score": 2, "volume_confirmation": 1 }, "setup_type": "short_avoid", "source_ids": [ "E0157", "E1059", "E1060", "E1061", "E1062", "E2202" ], "stage": "reversal_risk", "theme": "earnings reaction", "ticker": "AU", "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：微软向企业、政府、开发者和消费者提供 Azure 云基础设施、数据库、AI 服务、GitHub、Dynamics、Microsoft 365、Teams、Windows、Security、LinkedIn、Xbox 和 Surface 等产品。收入来自云订阅、软件授权、企业合同、广告、游戏内容和硬件销售，关键资产包括企业客户关系、开发者生态、Office 工作流入口、OpenAI 合作和全球数据中心。行业地位：微软在企业软件和公有云市场处于领先梯队，AI Copilot 与 Azure AI 是估值和增长预期的核心。关键变量包括 Azure 增速、AI 服务毛利和算力供给、企业软件续费率、安全产品渗透、OpenAI 关系、游戏内容回报、云资本开支节奏。", "core_catalyst": "SEC 10-K filing: 10-K 2026-06-30", "evidence_summary": "MSFT moved +1.7% in the latest session, +1.4% relative to benchmark, with volume at 0.2x its 20-day average. Reliable catalyst source: E0541.", "facts": [ { "claim": "MSFT moved +1.7% in the latest session, +1.4% relative to benchmark, with volume at 0.2x its 20-day average.", "source_id": "E0016", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 10-K filing: 10-K 2026-06-30", "source_id": "E0541", "timestamp": "2026-07-29T16:08:01+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-29", "source_id": "E0542", "timestamp": "2026-07-29T16:04:53+00:00" }, { "claim": "Microsoft Posts Record Revenue as Cloud Services Cross $100 Billion. Here’s Our New Price Target", "source_id": "E0543", "timestamp": "2026-07-31T13:30:33+00:00" }, { "claim": "Microsoft Stock Just Had Its Best Day Since 2008", "source_id": "E0544", "timestamp": "2026-07-31T12:19:43+00:00" }, { "claim": "MSFT fundamentals snapshot: PE 25.05; market cap/assets $3.35T; revenue scale $331.84B; revenue QoQ 8.59%; revenue YoY 17.79%; gross margin 67.20%; net margin 39.74%; ROIC 20.47%; engine score health 62.00 / valuation 66.67.", "source_id": "E2203", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams,...", "gross_margin": "67.20%", "health_score": "62.00", "market_cap": "$3.35T", "name": "Microsoft Corporation", "net_margin": "39.74%", "pe_ratio": "25.05", "revenue_growth_qoq": "8.59%", "revenue_growth_yoy": "17.79%", "revenue_scale": "$331.84B", "roic": "20.47%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/msft/", "ticker": "MSFT", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "66.67" }, "grade_cap_reason": null, "inferences": [ "Relative move of +1.4% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 451.10 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": "MSFT", "timestamp": "2026-07-31T13:41:53+00:00", "price": 459.148, "previous_close": 451.1, "change": 8.048000000000002, "change_pct": 0.017840833518066868, "change_5d_pct": 0.2029027647789583, "change_20d_pct": 0.17582527461053732, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/MSFT?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_5d_move", "near_local_high", "breakout_20d", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "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": 2, "price_action": 7, "price_confirmation": 2, "risk_reward": 3, "time_sensitivity": 3, "total": 52, "tradability": 4, "tradability_score": 9, "volume_confirmation": 6 }, "setup_type": "long_research", "source_ids": [ "E0016", "E0541", "E0542", "E0543", "E0544", "E2203" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "MSFT", "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：Dolby Laboratories主要经营IT咨询、外包、支付处理、金融科技、政府IT、技术分销或专业数据服务。行业地位：Dolby Laboratories是IT服务赛道的重要参与者，可比/竞争公司包括Infosys、Fiserv、Cognizant Technology Solutions、Fidelity National Information Services。关键变量主要是企业IT预算、外包需求、交易量、云迁移、AI自动化、人员利用率和客户集中度。", "core_catalyst": "Dolby's Q3 Earnings Beat Estimates on Lower Operating Expenses", "evidence_summary": "DLB moved +11.4% in the latest session, +11.1% relative to benchmark, with volume at 0.1x its 20-day average. Reliable catalyst source: E2103.", "facts": [ { "claim": "DLB moved +11.4% in the latest session, +11.1% relative to benchmark, with volume at 0.1x its 20-day average.", "source_id": "E0497", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Dolby's Q3 Earnings Beat Estimates on Lower Operating Expenses", "source_id": "E2103", "timestamp": "2026-07-31T12:04:00+00:00" }, { "claim": "Dolby Laboratories Q3 Earnings Call Highlights", "source_id": "E2104", "timestamp": "2026-07-31T06:03:59+00:00" }, { "claim": "Dolby Laboratories Inc (DLB) (Q3 2026) Earnings Call Highlights: Strong Licensing Growth and ...", "source_id": "E2105", "timestamp": "2026-07-31T05:01:42+00:00" }, { "claim": "Dolby Laboratories, Inc. Q3 2026 Earnings Call Summary", "source_id": "E2106", "timestamp": "2026-07-31T03:39:34+00:00" }, { "claim": "DLB fundamentals snapshot: PE n/a; market cap/assets $5.64B; 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": "E2204", "timestamp": "2026-07-31T13:41:38.355095+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "", "gross_margin": null, "health_score": null, "market_cap": "$5.64B", "name": "Dolby Laboratories, 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/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "DLB", "timestamp": "2026-07-31T13:41:38.355095+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +11.1% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 51.78 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": "DLB", "timestamp": "2026-07-31T13:41:54+00:00", "price": 58.47, "previous_close": 51.71, "change": 6.759999999999998, "change_pct": 0.13072906594469158, "change_5d_pct": 0.17268349948356976, "change_20d_pct": 0.14310847029823837, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/DLB?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "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": 2, "expectation_gap": 3, "price_action": 19, "price_confirmation": 3, "risk_reward": 3, "time_sensitivity": 3, "total": 51, "tradability": 1, "tradability_score": 2, "volume_confirmation": 0 }, "setup_type": "long_research", "source_ids": [ "E0497", "E2103", "E2104", "E2105", "E2106", "E2204" ], "stage": "expanding", "theme": "earnings reaction", "ticker": "DLB", "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：IES Holdings主要经营电网、通信、工业、基础设施、建筑机电或工程总包服务。行业地位：IES Holdings是工程建设服务赛道的重要参与者，可比/竞争公司包括Quanta Services、Comfort Systems USA、Ferrovial、EMCOR Group。关键变量主要是基建和电网投资、订单积压、项目利润率、人工成本、执行风险和政府支出。", "core_catalyst": "IES Fiscal Q3 Adjusted Earnings, Revenue Rise; Approves 2-for-1 Stock Split", "evidence_summary": "IESC moved +20.2% in the latest session, +19.9% relative to benchmark, with volume at 0.1x its 20-day average. Reliable catalyst source: E1696.", "facts": [ { "claim": "IESC moved +20.2% in the latest session, +19.9% relative to benchmark, with volume at 0.1x its 20-day average.", "source_id": "E0349", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "IES Fiscal Q3 Adjusted Earnings, Revenue Rise; Approves 2-for-1 Stock Split", "source_id": "E1696", "timestamp": "2026-07-31T11:59:53+00:00" }, { "claim": "IES Holdings Reports Fiscal 2026 Third Quarter Results and Announces Two-for-One Stock Split", "source_id": "E1697", "timestamp": "2026-07-31T11:45:00+00:00" }, { "claim": "IESC fundamentals snapshot: PE 36.39; market cap/assets $13.18B; revenue scale $3.63B; revenue QoQ n/a; revenue YoY n/a; gross margin 27.41%; net margin 20.61%; ROIC n/a.", "source_id": "E2205", "timestamp": "2026-07-31T13:41:39.344457+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "IES Holdings, Inc. designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States. The Communications segment designs, builds, and maintains communications infrastructure within data centers for co-locatio...", "gross_margin": "27.41%", "health_score": null, "market_cap": "$13.18B", "name": "IES Holdings, Inc.", "net_margin": "20.61%", "pe_ratio": "36.39", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$3.63B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/iesc/", "ticker": "IESC", "timestamp": "2026-07-31T13:41:39.344457+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +19.9% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 571.54 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": "IESC", "timestamp": "2026-07-31T13:41:40+00:00", "price": 687.045, "previous_close": 571.54, "change": 115.505, "change_pct": 0.20209434160338735, "change_5d_pct": 0.09739324989610076, "change_20d_pct": 0.05052752293577978, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/IESC?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "regular_open_gap_up_gt_7pct", "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": 3, "price_action": 19, "price_confirmation": 4, "risk_reward": 4, "time_sensitivity": 4, "total": 51, "tradability": 1, "tradability_score": 2, "volume_confirmation": 0 }, "setup_type": "long_research", "source_ids": [ "E0349", "E1696", "E1697", "E2205" ], "stage": "expanding", "theme": "earnings reaction", "ticker": "IESC", "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：nVent Electric主要经营电气连接、配电、储能、机柜、备用电源和工业电气零部件。行业地位：nVent Electric是电气设备赛道的重要公司，可比/竞争公司包括Hubbell、Forgent Power Solutions、EnerSys。关键变量主要是电网投资、数据中心需求、工业资本开支、原材料成本、订单积压和渠道库存。", "core_catalyst": "nVent Electric Q2 Adjusted Earnings, Revenue Rise; Raises 2026 Guidance", "evidence_summary": "NVT moved +11.0% in the latest session, +10.7% relative to benchmark, with volume at 0.3x its 20-day average. Reliable catalyst source: E1301.", "facts": [ { "claim": "NVT moved +11.0% in the latest session, +10.7% relative to benchmark, with volume at 0.3x its 20-day average.", "source_id": "E0224", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "nVent Electric Q2 Adjusted Earnings, Revenue Rise; Raises 2026 Guidance", "source_id": "E1301", "timestamp": "2026-07-31T10:57:53+00:00" }, { "claim": "nVent Electric plc Second Quarter 2026 Financial Results Available on Company’s Website", "source_id": "E1302", "timestamp": "2026-07-31T10:30:00+00:00" }, { "claim": "nVent Expands Data Center Liquid Cooling Capacity", "source_id": "E1303", "timestamp": "2026-07-31T10:15:00+00:00" }, { "claim": "Analyst Report: nVent Electric plc", "source_id": "E1304", "timestamp": "2026-07-29T23:21:25+00:00" }, { "claim": "NVT fundamentals snapshot: PE 44.09; market cap/assets $27.39B; revenue scale $4.83B; revenue QoQ n/a; revenue YoY n/a; gross margin 37.93%; net margin 14.67%; ROIC 4.43%.", "source_id": "E2206", "timestamp": "2026-07-31T13:41:39.493990+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "nVent Electric plc designs, manufactures, markets, installs, and services electrical connection and protection solutions in the America, Europe, the Middle East, India, Africa, the Asia Pacific, and internationally. It operates in two segments, Systems Protection and Electrical...", "gross_margin": "37.93%", "health_score": null, "market_cap": "$27.39B", "name": "nVent Electric plc", "net_margin": "14.67%", "pe_ratio": "44.09", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$4.83B", "roic": "4.43%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/nvt/", "ticker": "NVT", "timestamp": "2026-07-31T13:41:39.493990+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +10.7% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 144.80 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": "NVT", "timestamp": "2026-07-31T13:41:53+00:00", "price": 159.64, "previous_close": 144.91, "change": 14.72999999999999, "change_pct": 0.10164929956524738, "change_5d_pct": 0.05171623335584097, "change_20d_pct": 0.049227777876951206, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/NVT?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "event_news", "catalyst_supply_demand_mismatch", "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": 1, "expectation_gap": 4, "price_action": 15, "price_confirmation": 3, "risk_reward": 4, "time_sensitivity": 3, "total": 51, "tradability": 2, "tradability_score": 5, "volume_confirmation": 1 }, "setup_type": "long_research", "source_ids": [ "E0224", "E1301", "E1302", "E1303", "E1304", "E2206" ], "stage": "expanding", "theme": "supply-demand mismatch", "ticker": "NVT", "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：T. Rowe Price Group主要经营主动资产管理、退休账户和投资解决方案，收入来自管理费和投资产品。行业地位：T. Rowe Price Group是资产管理赛道的重要公司，可比/竞争公司包括Blackstone、Brookfield、KKR、纽约梅隆银行。关键变量主要是AUM增长、市场表现、募资周期、费率压力、投资业绩、赎回和利率。", "core_catalyst": "T. Rowe Price (NASDAQ:TROW) Misses Q2 CY2026 Revenue Estimates", "evidence_summary": "TROW moved -6.2% in the latest session, -6.5% relative to benchmark, with volume at 0.1x its 20-day average. Reliable catalyst source: E1403.", "facts": [ { "claim": "TROW moved -6.2% in the latest session, -6.5% relative to benchmark, with volume at 0.1x its 20-day average.", "source_id": "E0254", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "T. Rowe Price (NASDAQ:TROW) Misses Q2 CY2026 Revenue Estimates", "source_id": "E1403", "timestamp": "2026-07-31T13:01:33+00:00" }, { "claim": "T. Rowe Price (TROW) Q2 Earnings Top Estimates", "source_id": "E1404", "timestamp": "2026-07-31T12:20:01+00:00" }, { "claim": "T. Rowe Price Group Q2 Adjusted Earnings, Revenue Rise; Shares up", "source_id": "E1405", "timestamp": "2026-07-31T11:25:47+00:00" }, { "claim": "T. Rowe: Q2 Earnings Snapshot", "source_id": "E1406", "timestamp": "2026-07-31T11:16:46+00:00" }, { "claim": "TROW fundamentals snapshot: PE 12.20; market cap/assets $25.56B; revenue scale $7.41B; revenue QoQ -3.99%; revenue YoY 4.23%; gross margin 78.27%; net margin 26.83%; ROIC 15.53%; engine score health 76.25 / valuation 75.00.", "source_id": "E2207", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests...", "gross_margin": "78.27%", "health_score": "76.25", "market_cap": "$25.56B", "name": "T. Rowe Price Group, Inc.", "net_margin": "26.83%", "pe_ratio": "12.20", "revenue_growth_qoq": "-3.99%", "revenue_growth_yoy": "4.23%", "revenue_scale": "$7.41B", "roic": "15.53%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/trow/", "ticker": "TROW", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "75.00" }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -6.5% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 119.28 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": "TROW", "timestamp": "2026-07-31T13:41:51+00:00", "price": 111.83, "previous_close": 119.28, "change": -7.450000000000003, "change_pct": -0.06245808182427903, "change_5d_pct": -0.04008583690987122, "change_20d_pct": -0.056684967345162596, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/TROW?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "breakdown_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": 0, "expectation_gap": 4, "price_action": 17, "price_confirmation": 4, "risk_reward": 2, "time_sensitivity": 4, "total": 50, "tradability": 1, "tradability_score": 2, "volume_confirmation": 1 }, "setup_type": "short_avoid", "source_ids": [ "E0254", "E1403", "E1404", "E1405", "E1406", "E2207" ], "stage": "reversal_risk", "theme": "earnings reaction", "ticker": "TROW", "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：Vertiv 向数据中心和通信机房提供电力、配电、UPS、机柜、热管理、液冷和运维服务，是 AI 数据中心建设链条的重要设备供应商。行业地位：数据中心电力和散热基础设施核心公司之一，变量是 AI 资本开支、液冷渗透和大型客户订单。", "core_catalyst": "SEC 10-Q filing: 10-Q 2026-06-30", "evidence_summary": "VRT moved +8.0% in the latest session, +7.7% relative to benchmark, with volume at 0.2x its 20-day average. Reliable catalyst source: E0729.", "facts": [ { "claim": "VRT moved +8.0% in the latest session, +7.7% relative to benchmark, with volume at 0.2x its 20-day average.", "source_id": "E0067", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 10-Q filing: 10-Q 2026-06-30", "source_id": "E0729", "timestamp": "2026-07-29T16:08:23+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-29", "source_id": "E0730", "timestamp": "2026-07-29T06:01:57+00:00" }, { "claim": "BNP Paribas Adjusts Vertiv Price Target to $365 From $380, Maintains Outperform Rating", "source_id": "E0731", "timestamp": "2026-07-31T12:37:37+00:00" }, { "claim": "HSBC Adjusts Vertiv Holdings PT to $365 From $376, Maintains Buy Rating", "source_id": "E0732", "timestamp": "2026-07-31T12:37:02+00:00" }, { "claim": "Loop Capital Adjusts Vertiv Price Target to $400 From $500, Maintains Buy Rating", "source_id": "E0733", "timestamp": "2026-07-31T12:36:59+00:00" }, { "claim": "Vertiv vs. BWX Technologies: What Revenue Trends Tell Investors About the Impact of Artificial Intelligence on These Companies", "source_id": "E0734", "timestamp": "2026-07-30T22:16:01+00:00" }, { "claim": "VRT fundamentals snapshot: PE 50.56; market cap/assets $87.57B; revenue scale $11.48B; revenue QoQ 23.58%; revenue YoY 26.23%; gross margin 37.71%; net margin 15.20%; ROIC 13.81%; engine score health 71.55 / valuation 11.11.", "source_id": "E2208", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa...", "gross_margin": "37.71%", "health_score": "71.55", "market_cap": "$87.57B", "name": "Vertiv Holdings Co", "net_margin": "15.20%", "pe_ratio": "50.56", "revenue_growth_qoq": "23.58%", "revenue_growth_yoy": "26.23%", "revenue_scale": "$11.48B", "roic": "13.81%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/vrt/", "ticker": "VRT", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "11.11" }, "grade_cap_reason": null, "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 227.50 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": "VRT", "timestamp": "2026-07-31T13:41:53+00:00", "price": 245.68, "previous_close": 227.61, "change": 18.069999999999993, "change_pct": 0.0793901849655112, "change_5d_pct": -0.15387790193426543, "change_20d_pct": -0.18251089409406207, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/VRT?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "large_5d_move", "benchmark_relative_move", "gap_move", "gap_fade", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "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": 2, "expectation_gap": 3, "price_action": 13, "price_confirmation": 4, "risk_reward": 3, "time_sensitivity": 4, "total": 50, "tradability": 3, "tradability_score": 7, "volume_confirmation": 4 }, "setup_type": "long_research", "source_ids": [ "E0067", "E0729", "E0730", "E0731", "E0732", "E0733", "E0734", "E2208" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "VRT", "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：Neurocrine Biosciences主要经营特药、仿制药、动物保健、消费者健康或专科制药业务。行业地位：Neurocrine Biosciences是特药与仿制药赛道的重要参与者，可比/竞争公司包括Takeda Pharmaceutical、Zoetis、Teva Pharmaceutical Industries、Haleon。关键变量主要是药品价格、专利与仿制竞争、处方量、监管审批、管线进展和成本控制。", "core_catalyst": "Wedbush Raises Price Target on Neurocrine Biosciences to $194 From $185, Keeps Outperform Rating", "evidence_summary": "NBIX moved -8.1% in the latest session, -8.4% relative to benchmark, with volume at 0.3x its 20-day average. Reliable catalyst source: E1681.", "facts": [ { "claim": "NBIX moved -8.1% in the latest session, -8.4% relative to benchmark, with volume at 0.3x its 20-day average.", "source_id": "E0344", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Wedbush Raises Price Target on Neurocrine Biosciences to $194 From $185, Keeps Outperform Rating", "source_id": "E1681", "timestamp": "2026-07-31T12:27:01+00:00" }, { "claim": "Deutsche Bank Adjusts Neurocrine Biosciences Price Target to $190 From $170, Maintains Hold Rating", "source_id": "E1682", "timestamp": "2026-07-31T11:52:21+00:00" }, { "claim": "Neurocrine Biosciences Inc (NBIX) (Q2 2026) Earnings Call Highlights: Record Revenue and Raised ...", "source_id": "E1683", "timestamp": "2026-07-31T05:05:02+00:00" }, { "claim": "Neurocrine Biosciences, Inc. Q2 2026 Earnings Call Summary", "source_id": "E1684", "timestamp": "2026-07-31T02:53:41+00:00" }, { "claim": "NBIX fundamentals snapshot: PE 25.06; market cap/assets $13.56B; revenue scale $3.37B; revenue QoQ n/a; revenue YoY n/a; gross margin 97.58%; net margin 15.06%; ROIC n/a.", "source_id": "E2209", "timestamp": "2026-07-31T13:41:40.031515+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Neurocrine Biosciences, Inc. discovers, develops, and commercialize pharmaceuticals for neurological, psychiatric, endocrine, and immunological disorders in the United States and internationally. The company’s products include INGREZZA for tardive dyskinesia and chorea associate...", "gross_margin": "97.58%", "health_score": null, "market_cap": "$13.56B", "name": "Neurocrine Biosciences, Inc.", "net_margin": "15.06%", "pe_ratio": "25.06", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$3.37B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/nbix/", "ticker": "NBIX", "timestamp": "2026-07-31T13:41:40.031515+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 185.50 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": "NBIX", "timestamp": "2026-07-31T13:41:54+00:00", "price": 170.985, "previous_close": 185.5, "change": -14.514999999999986, "change_pct": -0.07824797843665765, "change_5d_pct": -0.02722309925556865, "change_20d_pct": -0.018793725525496074, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/NBIX?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "event_earnings", "catalyst_earnings", "event_news", "catalyst_analyst", "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": 14, "price_confirmation": 3, "risk_reward": 2, "time_sensitivity": 3, "total": 50, "tradability": 2, "tradability_score": 5, "volume_confirmation": 1 }, "setup_type": "short_avoid", "source_ids": [ "E0344", "E1681", "E1682", "E1683", "E1684", "E2209" ], "stage": "reversal_risk", "theme": "earnings reaction", "ticker": "NBIX", "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：Dell 销售个人电脑、商用终端、服务器、存储和企业基础设施方案，近年 AI 服务器和企业数据中心需求是重要增长线索。行业地位：全球 PC 和企业硬件核心厂商之一，变量是 PC 换机周期、AI 服务器订单、存储需求和毛利结构。", "core_catalyst": "Analyst Report: Dell Technologies Inc.", "evidence_summary": "DELL moved +4.0% in the latest session, +3.7% relative to benchmark, with volume at 0.1x its 20-day average. Reliable catalyst source: E0717.", "facts": [ { "claim": "DELL moved +4.0% in the latest session, +3.7% relative to benchmark, with volume at 0.1x its 20-day average.", "source_id": "E0064", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Analyst Report: Dell Technologies Inc.", "source_id": "E0717", "timestamp": "2026-07-30T23:57:59+00:00" }, { "claim": "Dell Technologies (DELL) Joins Open Source AI Cybersecurity Alliance", "source_id": "E0718", "timestamp": "2026-07-29T15:10:38+00:00" }, { "claim": "The Zacks Analyst Blog Highlights Apple, HP, Alphabet and Dell", "source_id": "E0719", "timestamp": "2026-07-29T09:05:00+00:00" }, { "claim": "Here's Why Dell Technologies (DELL) Could be Great Choice for a Bottom Fisher", "source_id": "E0720", "timestamp": "2026-07-29T13:55:02+00:00" }, { "claim": "DELL fundamentals snapshot: PE 32.92; market cap/assets $276.82B; revenue scale $134.00B; revenue QoQ 31.35%; revenue YoY 38.75%; gross margin 17.75%; net margin 7.84%; ROIC 9.31%; engine score health 76.67 / valuation 33.33.", "source_id": "E2210", "timestamp": "2026-07-27T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions...", "gross_margin": "17.75%", "health_score": "76.67", "market_cap": "$276.82B", "name": "Dell Technologies Inc.", "net_margin": "7.84%", "pe_ratio": "32.92", "revenue_growth_qoq": "31.35%", "revenue_growth_yoy": "38.75%", "revenue_scale": "$134.00B", "roic": "9.31%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/dell/", "ticker": "DELL", "timestamp": "2026-07-27T00:00:00+00:00", "valuation_score": "33.33" }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +3.7% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 404.81 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": "DELL", "timestamp": "2026-07-31T13:41:52+00:00", "price": 420.96, "previous_close": 404.915, "change": 16.04499999999996, "change_pct": 0.039625600434659125, "change_5d_pct": -0.03780571428571433, "change_20d_pct": 0.06755932283668598, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/DELL?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "event_news", "catalyst_analyst", "event_news", "catalyst_regulatory_policy", "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": 0, "expectation_gap": 4, "price_action": 10, "price_confirmation": 4, "risk_reward": 4, "time_sensitivity": 4, "total": 50, "tradability": 3, "tradability_score": 7, "volume_confirmation": 3 }, "setup_type": "hedge_review", "source_ids": [ "E0064", "E0717", "E0718", "E0719", "E0720", "E2210" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "DELL", "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：SPX Technologies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：SPX Technologies是工业机械赛道的重要参与者，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": "SPX Technologies Inc (SPXC) (Q2 2026) Earnings Call Highlights: Strong Growth and Raised Guidance", "evidence_summary": "SPXC moved +15.1% in the latest session, +14.8% relative to benchmark, with volume at 0.1x its 20-day average. Reliable catalyst source: E1826.", "facts": [ { "claim": "SPXC moved +15.1% in the latest session, +14.8% relative to benchmark, with volume at 0.1x its 20-day average.", "source_id": "E0396", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SPX Technologies Inc (SPXC) (Q2 2026) Earnings Call Highlights: Strong Growth and Raised Guidance", "source_id": "E1826", "timestamp": "2026-07-31T05:02:38+00:00" }, { "claim": "SPX Technologies (SPXC) Q2 Earnings and Revenues Surpass Estimates", "source_id": "E1827", "timestamp": "2026-07-30T22:00:15+00:00" }, { "claim": "Here's What Key Metrics Tell Us About SPX Technologies (SPXC) Q2 Earnings", "source_id": "E1828", "timestamp": "2026-07-30T22:00:04+00:00" }, { "claim": "SPX Technologies Q2 Adjusted Earnings, Revenue Rise", "source_id": "E1829", "timestamp": "2026-07-30T20:39:36+00:00" }, { "claim": "SPXC fundamentals snapshot: PE 41.56; market cap/assets $10.43B; revenue scale $2.48B; revenue QoQ n/a; revenue YoY n/a; gross margin n/a; net margin n/a; ROIC n/a.", "source_id": "E2211", "timestamp": "2026-07-31T13:41:44.804864+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "SPX Technologies, Inc. engages in the supply of engineered solutions serving the heating, ventilation, and cooling (HVAC); and detection and measurement markets in the United States, Canada, China, the United Kingdom, and internationally. The company operates in two segments, HV...", "gross_margin": null, "health_score": null, "market_cap": "$10.43B", "name": "SPX Technologies, Inc.", "net_margin": null, "pe_ratio": "41.56", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$2.48B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/spxc/", "ticker": "SPXC", "timestamp": "2026-07-31T13:41:44.804864+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +14.8% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 199.30 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": "SPXC", "timestamp": "2026-07-31T13:41:42+00:00", "price": 234.505, "previous_close": 199.12, "change": 35.38499999999999, "change_pct": 0.17770691040578535, "change_5d_pct": 0.06559273047378444, "change_20d_pct": 0.029704901833942365, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/SPXC?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "gap_move", "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": 17, "price_confirmation": 4, "risk_reward": 4, "time_sensitivity": 4, "total": 49, "tradability": 1, "tradability_score": 2, "volume_confirmation": 0 }, "setup_type": "long_research", "source_ids": [ "E0396", "E1826", "E1827", "E1828", "E1829", "E2211" ], "stage": "expanding", "theme": "earnings reaction", "ticker": "SPXC", "trading_hypothesis": "Research path: verify whether the catalyst is still early and whether peer confirmation broadens the move." }, { "action_label": "Research Now", "action_type": "news", "attention_grade": "B", "business_summary": "业务：Equinox Gold主要经营黄金矿山运营、贵金属权益或流媒体/特许权使用费业务，收入与金价、产量和成本密切相关。行业地位：Equinox Gold是黄金矿业赛道的重要参与者，可比/竞争公司包括Newmont、Wheaton Precious Metals、Franco-Nevada、Gold Fields。关键变量主要是金价、实际利率、矿山产量、全维持成本、资源替代和地缘政治风险。", "core_catalyst": "Equinox Gold Completes Merger With Orla Mining", "evidence_summary": "EQX moved -5.8% in the latest session, -6.1% relative to benchmark, with volume at 0.1x its 20-day average. Reliable catalyst source: E1808.", "facts": [ { "claim": "EQX moved -5.8% in the latest session, -6.1% relative to benchmark, with volume at 0.1x its 20-day average.", "source_id": "E0391", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Equinox Gold Completes Merger With Orla Mining", "source_id": "E1808", "timestamp": "2026-07-31T10:01:12+00:00" }, { "claim": "Equinox Gold, Orla Mining Complete Merger", "source_id": "E1809", "timestamp": "2026-07-31T09:31:39+00:00" }, { "claim": "Equinox Gold and Orla Mining Complete Business Combination, Creating North America’s New Senior Gold Producer", "source_id": "E1810", "timestamp": "2026-07-31T07:05:00+00:00" }, { "claim": "NEM vs. EQX: Which Gold Mining Stock Is a Better Pick Now?", "source_id": "E1811", "timestamp": "2026-07-30T12:48:00+00:00" }, { "claim": "EQX fundamentals snapshot: PE 10.58; market cap/assets $7.43B; revenue scale $2.41B; revenue QoQ n/a; revenue YoY n/a; gross margin 50.92%; net margin 35.99%; ROIC 3.57%.", "source_id": "E2212", "timestamp": "2026-07-31T13:41:45.377058+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Equinox Gold Corp. engages in the acquisition, exploration, development, and operation of mineral properties in the Americas. It primarily explores gold and silver deposits. The company was formerly known as Trek Mining Inc. and changed its name to Equinox Gold Corp. in December...", "gross_margin": "50.92%", "health_score": null, "market_cap": "$7.43B", "name": "Equinox Gold Corp.", "net_margin": "35.99%", "pe_ratio": "10.58", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$2.41B", "roic": "3.57%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+market-cap-sanity-fallback:https://stockanalysis.com/stocks/eqx/+field-fallback:https://stockanalysis.com/stocks/eqx/", "ticker": "EQX", "timestamp": "2026-07-31T13:41:45.377058+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of -6.1% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 9.41 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": "EQX", "timestamp": "2026-07-31T13:41:55+00:00", "price": 8.905, "previous_close": 9.43, "change": -0.5250000000000004, "change_pct": -0.05567338282078482, "change_5d_pct": -0.04040945514673289, "change_20d_pct": -0.12179490152936823, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/EQX?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "near_local_low", "event_news", "catalyst_mna", "event_news", "catalyst_mna", "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": 16, "price_confirmation": 3, "risk_reward": 4, "time_sensitivity": 3, "total": 49, "tradability": 1, "tradability_score": 2, "volume_confirmation": 1 }, "setup_type": "short_avoid", "source_ids": [ "E0391", "E1808", "E1809", "E1810", "E1811", "E2212" ], "stage": "reversal_risk", "theme": "catalyst attention signal", "ticker": "EQX", "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：Stryker主要经营骨科植入物、外科设备、神经血管和医疗技术产品。行业地位：Stryker是医疗器械赛道的超核心公司，可比/竞争公司包括Medtronic、Edwards Lifesciences、Koninklijke Philips、DexCom。关键变量主要是手术量、医院资本开支、新品获批、医生采用、毛利率和供应链成本。", "core_catalyst": "SEC 8-K filing: 8-K 2026-07-30", "evidence_summary": "SYK moved -7.6% in the latest session, -7.9% relative to benchmark, with volume at 0.3x its 20-day average. Reliable catalyst source: E0783.", "facts": [ { "claim": "SYK moved -7.6% in the latest session, -7.9% relative to benchmark, with volume at 0.3x its 20-day average.", "source_id": "E0078", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "source_id": "E0783", "timestamp": "2026-07-30T16:09:48+00:00" }, { "claim": "Evercore ISI Adjusts Stryker Price Target to $355 From $350, Maintains Outperform Rating", "source_id": "E0784", "timestamp": "2026-07-31T13:16:50+00:00" }, { "claim": "Truist Lifts Price Target on Stryker to $340 From $330, Keeps Hold Rating", "source_id": "E0785", "timestamp": "2026-07-31T11:29:13+00:00" }, { "claim": "Stryker nets $6.6bn revenue in Q2; highlights resilience following cyberattack", "source_id": "E0786", "timestamp": "2026-07-31T11:23:48+00:00" }, { "claim": "Raymond James Adjusts Price Target on Stryker to $370 From $383, Maintains Outperform Rating", "source_id": "E0787", "timestamp": "2026-07-31T10:20:37+00:00" }, { "claim": "SYK fundamentals snapshot: PE 35.78; market cap/assets $133.42B; revenue scale $25.84B; revenue QoQ 9.45%; revenue YoY 8.48%; gross margin 68.27%; net margin 19.37%; ROIC 11.87%; engine score health 50.83 / valuation 33.33.", "source_id": "E2213", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Stryker Corporation operates as a medical technology company in the United States and internationally. It operates through two segments, MedSurg and Neurotechnology, and Orthopaedics. The MedSurg and Neurotechnology segment offers surgical equipment, patient and caregiver safety...", "gross_margin": "68.27%", "health_score": "50.83", "market_cap": "$133.42B", "name": "Stryker Corporation", "net_margin": "19.37%", "pe_ratio": "35.78", "revenue_growth_qoq": "9.45%", "revenue_growth_yoy": "8.48%", "revenue_scale": "$25.84B", "roic": "11.87%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/syk/", "ticker": "SYK", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "33.33" }, "grade_cap_reason": null, "inferences": [ "Relative move of -7.9% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Downside attention thesis weakens if price recovers above 348.04 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": "SYK", "timestamp": "2026-07-31T13:41:55+00:00", "price": 318.78, "previous_close": 348.37, "change": -29.590000000000032, "change_pct": -0.08493842753394387, "change_5d_pct": -0.03473126419379269, "change_20d_pct": -0.023764342322096677, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/SYK?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_1d_move", "benchmark_relative_move", "event_sec", "catalyst_regulatory_policy", "event_news", "catalyst_analyst", "event_earnings", "catalyst_earnings", "event_earnings", "catalyst_earnings", "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": 3, "risk_reward": 2, "time_sensitivity": 3, "total": 49, "tradability": 2, "tradability_score": 5, "volume_confirmation": 1 }, "setup_type": "short_avoid", "source_ids": [ "E0078", "E0783", "E0784", "E0785", "E0786", "E0787", "E2213" ], "stage": "reversal_risk", "theme": "regulatory or policy catalyst", "ticker": "SYK", "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：美光设计并制造 DRAM、NAND、NOR、SSD、移动存储、图形显存、车规存储和 HBM 产品，客户包括云数据中心、AI 服务器厂商、PC 与手机厂商、汽车电子、工业和消费电子公司。收入来自存储芯片和模组销售，关键资产包括先进制程存储技术、晶圆厂产能、HBM 封装能力、客户认证和库存管理。行业地位：美光是全球三大 DRAM 供应商之一，也是 AI 服务器 HBM 需求的重要受益者。经营与股价高度受存储价格周期影响，关键变量包括 DRAM/NAND 供需、HBM 份额和良率、AI 服务器订单、PC/手机复苏、库存水平、资本开支纪律、中国市场限制和同业扩产节奏。", "core_catalyst": "SEC 4 filing: 4 2026-07-24", "evidence_summary": "MU moved +3.5% in the latest session, +3.1% relative to benchmark, with volume at 0.2x its 20-day average. Reliable catalyst source: E0557.", "facts": [ { "claim": "MU moved +3.5% in the latest session, +3.1% relative to benchmark, with volume at 0.2x its 20-day average.", "source_id": "E0023", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "SEC 4 filing: 4 2026-07-24", "source_id": "E0557", "timestamp": "2026-07-28T23:20:06+00:00" }, { "claim": "SEC 4 filing: 4 2026-07-24", "source_id": "E0558", "timestamp": "2026-07-28T23:19:14+00:00" }, { "claim": "Micron Stock Is Rising on What Apple’s Tim Cook Didn’t Say", "source_id": "E0559", "timestamp": "2026-07-31T12:17:00+00:00" }, { "claim": "Meet the Micron and SK Hynix Competitor That Just Rocketed 466% Higher in 1 Day", "source_id": "E0560", "timestamp": "2026-07-31T10:05:00+00:00" }, { "claim": "MU fundamentals snapshot: PE 19.56; market cap/assets $987.49B; revenue scale $90.27B; revenue QoQ 73.75%; revenue YoY 166.98%; gross margin 84.56%; net margin 68.13%; ROIC 44.27%; engine score health 73.57 / valuation 85.71.", "source_id": "E2214", "timestamp": "2026-07-30T00:00:00+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile...", "gross_margin": "84.56%", "health_score": "73.57", "market_cap": "$987.49B", "name": "Micron Technology, Inc.", "net_margin": "68.13%", "pe_ratio": "19.56", "revenue_growth_qoq": "73.75%", "revenue_growth_yoy": "166.98%", "revenue_scale": "$90.27B", "roic": "44.27%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/mu/", "ticker": "MU", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "85.71" }, "grade_cap_reason": null, "inferences": [ "Relative move of +3.1% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 874.66 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": "MU", "timestamp": "2026-07-31T13:41:55+00:00", "price": 906.11, "previous_close": 874.66, "change": 31.450000000000045, "change_pct": 0.03595682893924512, "change_5d_pct": -0.016113808578456457, "change_20d_pct": -0.07118987835950341, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/MU?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "benchmark_relative_move", "gap_move", "gap_fade", "event_sec", "catalyst_regulatory_policy", "event_sec", "catalyst_regulatory_policy", "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": 0, "expectation_gap": 4, "price_action": 6, "price_confirmation": 3, "risk_reward": 4, "time_sensitivity": 4, "total": 49, "tradability": 4, "tradability_score": 10, "volume_confirmation": 7 }, "setup_type": "hedge_review", "source_ids": [ "E0023", "E0557", "E0558", "E0559", "E0560", "E2214" ], "stage": "expanding", "theme": "regulatory or policy catalyst", "ticker": "MU", "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：Snowflake主要提供云数据平台、数据仓库、数据共享和AI数据服务，收入主要按用量计费。行业地位：Snowflake是应用软件赛道的重要公司，可比/竞争公司包括Shopify、ServiceNow、Strategy、Datadog。关键变量主要是订阅留存、净收入扩张、AI功能变现、销售效率、云成本、竞争和估值倍数。", "core_catalyst": "Snowflake Insider Sold Shares Worth $14,000,000, According to a Recent SEC Filing", "evidence_summary": "SNOW moved +1.2% in the latest session, +0.9% relative to benchmark, with volume at 0.2x its 20-day average. Reliable catalyst source: E1051.", "facts": [ { "claim": "SNOW moved +1.2% in the latest session, +0.9% relative to benchmark, with volume at 0.2x its 20-day average.", "source_id": "E0155", "timestamp": "2026-07-31T00:00:00+00:00" }, { "claim": "Snowflake Insider Sold Shares Worth $14,000,000, According to a Recent SEC Filing", "source_id": "E1051", "timestamp": "2026-07-31T08:04:10+00:00" }, { "claim": "Cursor Launches Benchmark Partners Program with AWS, BCG, Databricks, McKinsey, NVIDIA, and Snowflake to Deliver First Referenceable Enterprise AI Adoption Stack", "source_id": "E1052", "timestamp": "2026-07-30T17:02:00+00:00" }, { "claim": "Is Snowflake Stock a Buy After a Co-Founder Cashed Out 66,600 Shares?", "source_id": "E1053", "timestamp": "2026-07-31T13:09:14+00:00" }, { "claim": "Wells Fargo sees a massive number in Snowflake's future", "source_id": "E1054", "timestamp": "2026-07-30T16:47:00+00:00" }, { "claim": "SNOW fundamentals snapshot: PE n/a; market cap/assets $48.99B; revenue scale $5.03B; revenue QoQ +8.3%; revenue YoY 33.48%; gross margin 66.61%; net margin -21.25%; ROIC -4.92%.", "source_id": "E2215", "timestamp": "2026-07-31T13:41:45.649758+00:00" } ], "fundamentals": { "asset_type": "equity", "business_summary": "Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally. The company’s platform includes artificial intelligence (AI) Data Cloud, which enables customers to consolidate data into a single source of truth to drive mea...", "gross_margin": "66.61%", "health_score": null, "market_cap": "$48.99B", "name": "Snowflake Inc.", "net_margin": "-21.25%", "pe_ratio": null, "revenue_growth_qoq": "+8.3%", "revenue_growth_yoy": "33.48%", "revenue_scale": "$5.03B", "roic": "-4.92%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/snow/", "ticker": "SNOW", "timestamp": "2026-07-31T13:41:45.649758+00:00", "valuation_score": null }, "grade_cap_reason": "fewer than two reliable facts", "inferences": [ "Relative move of +0.9% suggests attention shifted faster than the benchmark on the latest session." ], "invalidation": "Attention thesis weakens if price closes below 298.10 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": "SNOW", "timestamp": "2026-07-31T13:41:51+00:00", "price": 301.46, "previous_close": 297.93, "change": 3.5299999999999727, "change_pct": 0.011848420769979384, "change_5d_pct": 0.12459898062225983, "change_20d_pct": 0.15879303122318422, "market_state": "unknown", "source_ref": "https://query1.finance.yahoo.com/v8/finance/chart/SNOW?range=1d&interval=1m&includePrePost=true" }, "reason_tags": [ "large_5d_move", "gap_move", "near_local_high", "breakout_20d", "event_news", "catalyst_regulatory_policy", "event_news", "catalyst_new_product", "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": 8, "price_confirmation": 2, "risk_reward": 3, "time_sensitivity": 4, "total": 49, "tradability": 3, "tradability_score": 7, "volume_confirmation": 4 }, "setup_type": "hedge_review", "source_ids": [ "E0155", "E1051", "E1052", "E1053", "E1054", "E2215" ], "stage": "expanding", "theme": "new product catalyst", "ticker": "SNOW", "trading_hypothesis": "Research path: compare equity breadth, credit beta, and volatility products before selecting any hedge expression." } ], "evidence": [ { "claim": "ETF regime snapshot: SPY +0.3%, QQQ +1.2%, IWM -0.0%, HYG -0.1%, TLT -0.6%, VIXY -0.5%.", "confidence": 0.93, "publisher": "Mock ETF Regime Feed", "raw_value": { "HYG": -0.0011325028312570984, "IWM": -0.00020506510817186463, "QQQ": 0.012010825835710781, "SPY": 0.003276301419730565, "TLT": -0.0061835748792270495, "VIXY": -0.0047460844803037805 }, "source_id": "E0001", "source_type": "macro", "ticker": "MARKET", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "mock://regime/2026-07-31" }, { "claim": "SPY moved +0.3% in the latest session, +0.0% relative to SPY, with volume at 0.1x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.006019642692593058, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 3.6665152203543707, "breakdown_20d": false, "breakout_20d": false, "close": 744.12, "close_location": 0.009086778736929401, "consecutive_down_days": 0, "consecutive_up_days": 2, "dollar_volume": 2624962920.84, "gap_pct": -0.007604255147029226, "high_52w_distance_pct": 0.021878191689512327, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.18249427917620142, "lower_wick_to_range": -3.657428441617441, "previous_close": 741.69, "relative_return_1d": 0.0, "relative_return_5d": 0.0, "return_1d": 0.003276301419730565, "return_1d_vs_avg_abs_20d": 0.5442684204100569, "return_5d": 0.007023669359750073, "ticker": "SPY", "upper_wick_to_range": 0.9909132212630706, "volume_ratio_20d": 0.07385233498193682 }, "source_id": "E0002", "source_type": "market_data", "ticker": "SPY", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/SPY/2026-07-31" }, { "claim": "DIA moved +0.2% in the latest session, -0.1% relative to benchmark, with volume at 0.1x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.0062963430731657445, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 1.8467336683416773, "breakdown_20d": false, "breakout_20d": false, "close": 522.515, "close_location": 0.04773869346735018, "consecutive_down_days": 0, "consecutive_up_days": 2, "dollar_volume": 143681697.215, "gap_pct": -0.005119748422848902, "high_52w_distance_pct": 0.019186052075059967, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.1600102122369238, "lower_wick_to_range": -1.798994974874327, "previous_close": 521.51, "relative_return_1d": -0.001349205103264861, "relative_return_5d": 0.00021474532141274594, "return_1d": 0.001927096316465704, "return_1d_vs_avg_abs_20d": 0.30606596465156993, "return_5d": 0.007238414681162819, "ticker": "DIA", "upper_wick_to_range": 0.9522613065326498, "volume_ratio_20d": 0.07391227216647807 }, "source_id": "E0003", "source_type": "market_data", "ticker": "DIA", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/DIA/2026-07-31" }, { "claim": "TLT moved -0.6% in the latest session, -0.9% relative to benchmark, with volume at 0.1x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.003726465259216999, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 0.9515151515150941, "breakdown_20d": true, "breakout_20d": false, "close": 82.288, "close_location": 0.01818181818181818, "consecutive_down_days": 3, "consecutive_up_days": 0, "dollar_volume": 202327841.776, "gap_pct": -0.004287439613526622, "high_52w_distance_pct": 0.10417071748007012, "latest_date": "2026-07-31", "low_52w_distance_pct": 3.6458649814719024e-05, "lower_wick_to_range": 0.01818181818181818, "previous_close": 82.8, "relative_return_1d": -0.009459876298957615, "relative_return_5d": -0.018579224915305614, "return_1d": -0.0061835748792270495, "return_1d_vs_avg_abs_20d": 1.659367376076474, "return_5d": -0.011555555555555541, "ticker": "TLT", "upper_wick_to_range": 0.03030303030308772, "volume_ratio_20d": 0.1079490929302517 }, "source_id": "E0004", "source_type": "market_data", "ticker": "TLT", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/TLT/2026-07-31" }, { "claim": "HYG moved -0.1% in the latest session, -0.4% relative to benchmark, with volume at 0.0x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.001470395797484414, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 0.0, "breakdown_20d": false, "breakout_20d": false, "close": 79.38, "close_location": 0.0, "consecutive_down_days": 1, "consecutive_up_days": 0, "dollar_volume": 102065533.91999999, "gap_pct": -0.0011325028312570984, "high_52w_distance_pct": 0.020534139581758648, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.010309278350515427, "lower_wick_to_range": 0.0, "previous_close": 79.47, "relative_return_1d": -0.0044088042509876635, "relative_return_5d": -0.005130447095456292, "return_1d": -0.0011325028312570984, "return_1d_vs_avg_abs_20d": 0.7702027122184445, "return_5d": 0.0018932222642937813, "ticker": "HYG", "upper_wick_to_range": 1.0, "volume_ratio_20d": 0.04135783269136438 }, "source_id": "E0005", "source_type": "market_data", "ticker": "HYG", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/HYG/2026-07-31" }, { "claim": "LQD moved -0.2% in the latest session, -0.5% relative to benchmark, with volume at 0.1x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.0025574462229525806, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 0.9428571428571126, "breakdown_20d": false, "breakout_20d": false, "close": 106.185, "close_location": 0.08571428571429035, "consecutive_down_days": 1, "consecutive_up_days": 0, "dollar_volume": 250714252.98000002, "gap_pct": -0.0005638567803778471, "high_52w_distance_pct": 0.054103686961435304, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.0010841896860565026, "lower_wick_to_range": 0.08571428571429035, "previous_close": 106.41, "relative_return_1d": -0.005390764346147159, "relative_return_5d": -0.007447278509707722, "return_1d": -0.0021144629264165937, "return_1d_vs_avg_abs_20d": 0.8267868577019144, "return_5d": -0.00042360914995764887, "ticker": "LQD", "upper_wick_to_range": -0.02857142857140305, "volume_ratio_20d": 0.08148803248880368 }, "source_id": "E0006", "source_type": "market_data", "ticker": "LQD", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/LQD/2026-07-31" }, { "claim": "GLD moved -2.1% in the latest session, -2.4% relative to benchmark, with volume at 0.1x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.011532040179811836, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 3.128712871287163, "breakdown_20d": false, "breakout_20d": false, "close": 369.42, "close_location": 0.01980198019803949, "consecutive_down_days": 1, "consecutive_up_days": 0, "dollar_volume": 298074654.24, "gap_pct": -0.00795418390073177, "high_52w_distance_pct": 0.33222348546369984, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.016789606958053538, "lower_wick_to_range": 0.01980198019803949, "previous_close": 377.16, "relative_return_1d": -0.023798095883618586, "relative_return_5d": -0.013692128622992739, "return_1d": -0.02052179446388802, "return_1d_vs_avg_abs_20d": 1.779545869066064, "return_5d": -0.006668459263242665, "ticker": "GLD", "upper_wick_to_range": -2.1485148514852024, "volume_ratio_20d": 0.12607394699054217 }, "source_id": "E0007", "source_type": "market_data", "ticker": "GLD", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/GLD/2026-07-31" }, { "claim": "SLV moved -3.5% in the latest session, -3.8% relative to benchmark, with volume at 0.1x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.020881634339093607, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 1.9589300189138068, "breakdown_20d": false, "breakout_20d": false, "close": 51.625, "close_location": 0.013780059443390332, "consecutive_down_days": 1, "consecutive_up_days": 0, "dollar_volume": 110651527.875, "gap_pct": -0.021495327102803663, "high_52w_distance_pct": 0.6517191283292978, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.040616811126789054, "lower_wick_to_range": 0.013780059443390332, "previous_close": 53.5, "relative_return_1d": -0.03832303039169316, "relative_return_5d": -0.025373165461670677, "return_1d": -0.03504672897196259, "return_1d_vs_avg_abs_20d": 1.6783518187726219, "return_5d": -0.018349496101920604, "ticker": "SLV", "upper_wick_to_range": -0.9727100783571972, "volume_ratio_20d": 0.1450080339353429 }, "source_id": "E0008", "source_type": "market_data", "ticker": "SLV", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/SLV/2026-07-31" }, { "claim": "UNG moved -0.0% in the latest session, -0.4% relative to benchmark, with volume at 0.2x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.016652142489616946, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 2.8750000000000666, "breakdown_20d": false, "breakout_20d": false, "close": 10.005, "close_location": 0.6250000000000222, "consecutive_down_days": 1, "consecutive_up_days": 0, "dollar_volume": 12263078.475000001, "gap_pct": -0.011988011988011915, "high_52w_distance_pct": 0.3963018490754622, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.026153846153846194, "lower_wick_to_range": -2.2500000000000444, "previous_close": 10.01, "relative_return_1d": 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"MA", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/MA/2026-07-31" }, { "claim": "BAC moved +0.0% in the latest session, -0.3% relative to benchmark, with volume at 0.0x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.010785766435420447, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 0.3088235294117556, "breakdown_20d": false, "breakout_20d": false, "close": 61.73, "close_location": 0.27941176470587914, "consecutive_down_days": 1, "consecutive_up_days": 0, "dollar_volume": 64379821.98, "gap_pct": -0.0034019115502995634, "high_52w_distance_pct": 0.02041146930179827, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.33846487424111005, "lower_wick_to_range": -0.029411764705876513, "previous_close": 61.73, "relative_return_1d": -0.003276301419730565, "relative_return_5d": -0.012180800705439032, 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"ticker": "DY", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/DY/2026-07-31" }, { "claim": "QXO moved +0.4% in the latest session, +0.0% relative to benchmark, with volume at 0.0x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.03069432954277414, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 0.597014925373143, "breakdown_20d": false, "breakout_20d": false, "close": 13.51, "close_location": 0.19900497512437512, "consecutive_down_days": 0, "consecutive_up_days": 2, "dollar_volume": 5621943.32, "gap_pct": 0.012630014858840966, "high_52w_distance_pct": 1.0436713545521834, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.023484848484848442, "lower_wick_to_range": 0.19900497512437512, "previous_close": 13.46, "relative_return_1d": 0.0004384088328697189, "relative_return_5d": -0.01872813168601195, 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"IESC", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/IESC/2026-07-31" }, { "claim": "OKTA moved +2.3% in the latest session, +2.0% relative to benchmark, with volume at 0.0x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.02396810400375573, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 0.10472972972973021, "breakdown_20d": false, "breakout_20d": false, "close": 143.69, "close_location": 0.8952702702702697, "consecutive_down_days": 0, "consecutive_up_days": 3, "dollar_volume": 11043438.64, "gap_pct": 0.02549494374020811, "high_52w_distance_pct": 0.09262996729069517, "latest_date": "2026-07-31", "low_52w_distance_pct": 1.2931694861155445, "lower_wick_to_range": 0.8952702702702697, "previous_close": 140.42, "relative_return_1d": 0.02001097959437015, "relative_return_5d": 0.030449254827975558, 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"ticker": "SCI", "tier": 1, "timestamp": "2026-07-31T00:00:00+00:00", "url_or_provider_ref": "provider://market/SCI/2026-07-31" }, { "claim": "PRIM moved +1.3% in the latest session, +0.9% relative to benchmark, with volume at 0.0x its 20-day average.", "confidence": 0.98, "publisher": "YahooChartMarketDataProvider", "raw_value": { "avg_abs_return_20d": 0.03441652134962282, "benchmark_return_1d": 0.003276301419730565, "benchmark_return_5d": 0.007023669359750073, "body_to_range": 5.663865546218426, "breakdown_20d": false, "breakout_20d": false, "close": 86.74, "close_location": 0.0, "consecutive_down_days": 0, "consecutive_up_days": 2, "dollar_volume": 1551605.1199999999, "gap_pct": -0.06596614127262124, "high_52w_distance_pct": 1.36914918146184, "latest_date": "2026-07-31", "low_52w_distance_pct": 0.33446153846153837, "lower_wick_to_range": -5.663865546218426, "previous_close": 85.65, "relative_return_1d": 0.009449909905429932, "relative_return_5d": -0.0043650171808113924, "return_1d": 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"catalyst_bucket": "supply_demand_mismatch", "headline": "Oracle’s Massive Backlog Gets “No Credit,” Says Star Analyst —Time to Get Bullish?" }, "source_id": "E0573", "source_type": "news", "ticker": "ORCL", "tier": 2, "timestamp": "2026-07-31T12:54:34+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/64aeff2e-4cfe-3dc4-aca5-fad5c137cdcd/oracle%E2%80%99s-massive-backlog-gets.html" }, { "claim": "MU, NVDA, ORCL, NBIS: AI Stocks In Focus As Situational Awareness Reportedly Seeks Fresh Investment After July Rout", "confidence": 0.78, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "MU, NVDA, ORCL, NBIS: AI Stocks In Focus As Situational Awareness Reportedly Seeks Fresh Investment After July Rout" }, "source_id": "E0574", "source_type": "news", "ticker": "ORCL", "tier": 2, "timestamp": "2026-07-31T07:32:36+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/b703b12f-4138-3818-9a2c-eaebe830811c/mu%2C-nvda%2C-orcl%2C-nbis%3A-ai.html" }, { "claim": "S&P 500, Nasdaq End Best Day In A Month On Support From Microsoft Gains, AI Stocks — ORCL, GOOGL, MSFT, BE, TSLA Stock In Focus", "confidence": 0.62, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "technical_only", "headline": "S&P 500, Nasdaq End Best Day In A Month On Support From Microsoft Gains, AI Stocks — ORCL, GOOGL, MSFT, BE, TSLA Stock In Focus" }, "source_id": "E0575", "source_type": "news", "ticker": "ORCL", "tier": 2, "timestamp": "2026-07-30T21:58:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/3c0f5c3c-022b-3f9f-9f83-acebcb3c42c1/s%26p-500%2C-nasdaq-end-best-day.html" }, { "claim": "Why Oracle Stock Just Jumped", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why Oracle Stock Just Jumped" }, "source_id": "E0576", "source_type": "news", "ticker": "ORCL", "tier": 2, "timestamp": "2026-07-30T19:41:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/82c0c766-16d2-3da4-919b-0004e38c47b9/why-oracle-stock-just-jumped.html" }, { "claim": "AMASS Brands Group's Summer Water Rosé, the #1 Best-Selling Domestic Rosé Between $15 - $20, Expands Distribution to 37 California Costco Locations", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "AMASS Brands Group's Summer Water Rosé, the #1 Best-Selling Domestic Rosé Between $15 - $20, Expands Distribution to 37 California Costco Locations" }, "source_id": "E0577", "source_type": "news", "ticker": "COST", "tier": 2, "timestamp": "2026-07-31T12:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/small-business/articles/amass-brands-groups-summer-water-123000488.html" }, { "claim": "Costco Is Already a Retail Giant. Can It Become a Trillion-Dollar Company?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Costco Is Already a Retail Giant. Can It Become a Trillion-Dollar Company?" }, "source_id": "E0578", "source_type": "news", "ticker": "COST", "tier": 2, "timestamp": "2026-07-31T11:20:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/4c206452-abc4-3e71-bf7d-baa16ecbd749/costco-is-already-a-retail.html" }, { "claim": "Costco (COST) Stock Still Looks Stretched Despite Its Off Grid Energy Move", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Costco (COST) Stock Still Looks Stretched Despite Its Off Grid Energy Move" }, "source_id": "E0579", "source_type": "news", "ticker": "COST", "tier": 2, "timestamp": "2026-07-31T00:15:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/costco-cost-stock-still-looks-001537029.html" }, { "claim": "How Costco Engineered the Perfect Gas Station", "confidence": 0.62, "publisher": "The Hustle", "raw_value": { "catalyst_bucket": "technical_only", "headline": "How Costco Engineered the Perfect Gas Station" }, "source_id": "E0580", "source_type": "news", "ticker": "COST", "tier": 2, "timestamp": "2026-07-30T20:02:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/aaebd8ef-05a3-3f36-8392-f4146e25d8c5/how-costco-engineered-the.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": "E0581", "source_type": "sec", "ticker": "MA", "tier": 1, "timestamp": "2026-07-30T10:28:40+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1141391/000114139126000083/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-30" }, "source_id": "E0582", "source_type": "sec", "ticker": "MA", "tier": 1, "timestamp": "2026-07-30T08:07:03+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1141391/000114139126000081/" }, { "claim": "Mastercard Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Mastercard Q2 Earnings Call Highlights" }, "source_id": "E0583", "source_type": "earnings", "ticker": "MA", "tier": 2, "timestamp": "2026-07-31T13:03:59+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/2f457d52-29b7-3bc8-a025-fbdfc24f3a98/mastercard-q2-earnings-call.html" }, { "claim": "JPMorgan Adjusts Price Target on Mastercard to $720 From $655, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "JPMorgan Adjusts Price Target on Mastercard to $720 From $655, Maintains Overweight Rating" }, "source_id": "E0584", "source_type": "news", "ticker": "MA", "tier": 2, "timestamp": "2026-07-31T12:58:56+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-adjusts-price-target-mastercard-125856983.html" }, { "claim": "KeyBanc Adjusts Price Target on Mastercard to $680 From $670, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "KeyBanc Adjusts Price Target on Mastercard to $680 From $670, Maintains Overweight Rating" }, "source_id": "E0585", "source_type": "news", "ticker": "MA", "tier": 2, "timestamp": "2026-07-31T09:48:56+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/keybanc-adjusts-price-target-mastercard-094856641.html" }, { "claim": "Piper Sandler Adjusts Price Target on Mastercard to $710 From $597, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Piper Sandler Adjusts Price Target on Mastercard to $710 From $597, Maintains Overweight Rating" }, "source_id": "E0586", "source_type": "news", "ticker": "MA", "tier": 2, "timestamp": "2026-07-31T09:48:48+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/piper-sandler-adjusts-price-target-094848825.html" }, { "claim": "Bank of America Corp to Acquire UK's MDSec", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Bank of America Corp to Acquire UK's MDSec" }, "source_id": "E0587", "source_type": "news", "ticker": "BAC", "tier": 2, "timestamp": "2026-07-30T23:06:53+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/bank-america-corp-acquire-uk-230653438.html" }, { "claim": "Bank of America Buys Cybersecurity Firm as Lenders Guard Against Digital Risks", "confidence": 0.78, "publisher": "Barrons.com", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Bank of America Buys Cybersecurity Firm as Lenders Guard Against Digital Risks" }, "source_id": "E0588", "source_type": "news", "ticker": "BAC", "tier": 2, "timestamp": "2026-07-30T22:24:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/54473b51-ca7e-381a-8259-24a4d87a8fb4/bank-of-america-buys.html" }, { "claim": "Bank of America to buy UK's MDSec Consulting to bolster cyber defenses", "confidence": 0.78, "publisher": "Reuters", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Bank of America to buy UK's MDSec Consulting to bolster cyber defenses" }, "source_id": "E0589", "source_type": "news", "ticker": "BAC", "tier": 2, "timestamp": "2026-07-30T20:37:55+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/bank-america-buy-uks-mdsec-203755595.html" }, { "claim": "Bank of America to acquire information security consultancy MDSec Consulting Limited", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Bank of America to acquire information security consultancy MDSec Consulting Limited" }, "source_id": "E0590", "source_type": "news", "ticker": "BAC", "tier": 2, "timestamp": "2026-07-30T20:34:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/bank-america-acquire-information-security-203400811.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-29", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-29" }, "source_id": "E0591", "source_type": "sec", "ticker": "LRCX", "tier": 1, "timestamp": "2026-07-29T16:07:10+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000033/" }, { "claim": "Analyst Report: Lam Research Corporation", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: Lam Research Corporation" }, "source_id": "E0592", "source_type": "news", "ticker": "LRCX", "tier": 2, "timestamp": "2026-07-31T00:21:33+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/32f7f255-099d-3246-aa47-ec7722a3dcd5/analyst-report%3A-lam-research.html" }, { "claim": "Lam Research Stock Soars 18.9% on $8.1 Billion AI Forecast", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Lam Research Stock Soars 18.9% on $8.1 Billion AI Forecast" }, "source_id": "E0593", "source_type": "news", "ticker": "LRCX", "tier": 2, "timestamp": "2026-07-30T20:00:18+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/lam-research-stock-soars-18-200018071.html" }, { "claim": "Lam Research (LRCX) Stock Trades Up, Here Is Why", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Lam Research (LRCX) Stock Trades Up, Here Is Why" }, "source_id": "E0594", "source_type": "news", "ticker": "LRCX", "tier": 2, "timestamp": "2026-07-30T23:17:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-stock-trades-231702083.html" }, { "claim": "Has Lam Research (LRCX) Fallen Far Enough To Look Like A Bargain?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Has Lam Research (LRCX) Fallen Far Enough To Look Like A Bargain?" }, "source_id": "E0595", "source_type": "news", "ticker": "LRCX", "tier": 2, "timestamp": "2026-07-30T22:09:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-fallen-far-220937662.html" }, { "claim": "Procter & Gamble's Fiscal 2027 Guidance Reflects Prudent View of Market Realities, RBC Says", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Procter & Gamble's Fiscal 2027 Guidance Reflects Prudent View of Market Realities, RBC Says" }, "source_id": "E0596", "source_type": "earnings", "ticker": "PG", "tier": 2, "timestamp": "2026-07-30T16:49:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/procter-gamble-apos-fiscal-2027-164923586.html" }, { "claim": "PG Q4 Earnings Call Highlights Consumer Growth Reset", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "PG Q4 Earnings Call Highlights Consumer Growth Reset" }, "source_id": "E0597", "source_type": "earnings", "ticker": "PG", "tier": 2, "timestamp": "2026-07-30T14:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/pg-q4-earnings-call-highlights-140000394.html" }, { "claim": "HSBC downgrades Procter & Gamble to Hold as reinvestment weighs on growth outlook", "confidence": 0.78, "publisher": "Investing.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "HSBC downgrades Procter & Gamble to Hold as reinvestment weighs on growth outlook" }, "source_id": "E0598", "source_type": "earnings", "ticker": "PG", "tier": 2, "timestamp": "2026-07-30T13:45:07+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/hsbc-downgrades-procter-gamble-hold-134507516.html" }, { "claim": "Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More", "confidence": 0.78, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More" }, "source_id": "E0599", "source_type": "news", "ticker": "PG", "tier": 2, "timestamp": "2026-07-30T12:05:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/ebed464e-1a98-3b62-be22-94ffc1da6735/here-are-wednesday%E2%80%99s-top-wall.html" }, { "claim": "The Zacks Analyst Blog Highlights Applied Materials, Sandisk, Eaton and Flanigan's", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "The Zacks Analyst Blog Highlights Applied Materials, Sandisk, Eaton and Flanigan's" }, "source_id": "E0600", "source_type": "news", "ticker": "AMAT", "tier": 2, "timestamp": "2026-07-31T06:47:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-applied-064700951.html" }, { "claim": "Top Stock Reports for Applied Materials, Sandisk & Eaton", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Top Stock Reports for Applied Materials, Sandisk & Eaton" }, "source_id": "E0601", "source_type": "news", "ticker": "AMAT", "tier": 2, "timestamp": "2026-07-30T21:06:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/top-stock-reports-applied-materials-210600838.html" }, { "claim": "Applied Materials (AMAT) Stock May Not Be A Bargain Despite AI Materials Foundry News", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Applied Materials (AMAT) Stock May Not Be A Bargain Despite AI Materials Foundry News" }, "source_id": "E0602", "source_type": "news", "ticker": "AMAT", "tier": 2, "timestamp": "2026-07-30T17:09:10+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-amat-stock-may-170910914.html" }, { "claim": "Market Chatter: China's Moonshot Has Computing Power Deal With Alibaba for 20,000 Nvidia Chips", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Market Chatter: China's Moonshot Has Computing Power Deal With Alibaba for 20,000 Nvidia Chips" }, "source_id": "E0603", "source_type": "news", "ticker": "BABA", "tier": 2, "timestamp": "2026-07-31T12:39:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/market-chatter-china-apos-moonshot-123904952.html" }, { "claim": "Is Alibaba (BABA) a Buy as Wall Street Analysts Look Optimistic?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "Is Alibaba (BABA) a Buy as Wall Street Analysts Look Optimistic?" }, "source_id": "E0604", "source_type": "news", "ticker": "BABA", "tier": 2, "timestamp": "2026-07-30T13:30:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/alibaba-baba-buy-wall-street-133004328.html" }, { "claim": "Alibaba (BABA) Ascends But Remains Behind Market: Some Facts to Note", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Alibaba (BABA) Ascends But Remains Behind Market: Some Facts to Note" }, "source_id": "E0605", "source_type": "news", "ticker": "BABA", "tier": 2, "timestamp": "2026-07-30T21:45:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/alibaba-baba-ascends-remains-behind-214503841.html" }, { "claim": "Analyst Report: HSBC Holdings plc", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: HSBC Holdings plc" }, "source_id": "E0606", "source_type": "news", "ticker": "HSBC", "tier": 2, "timestamp": "2026-07-31T07:48:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/cb672855-10fb-3623-addc-87cdef93d1ac/analyst-report%3A-hsbc-holdings.html" }, { "claim": "Market Chatter: HSBC Explores Transfer of Billions in UK Pension Assets to Insurers", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Market Chatter: HSBC Explores Transfer of Billions in UK Pension Assets to Insurers" }, "source_id": "E0607", "source_type": "news", "ticker": "HSBC", "tier": 2, "timestamp": "2026-07-30T23:04:52+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/market-chatter-hsbc-explores-transfer-230452781.html" }, { "claim": "Market Chatter: Blackstone to Buy $25 Billion Australian Home Loan Portfolio From HSBC", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Market Chatter: Blackstone to Buy $25 Billion Australian Home Loan Portfolio From HSBC" }, "source_id": "E0608", "source_type": "news", "ticker": "HSBC", "tier": 2, "timestamp": "2026-07-30T17:03:53+00:00", "url_or_provider_ref": "https://finance.yahoo.com/real-estate/articles/market-chatter-blackstone-buy-25-170353401.html" }, { "claim": "HSBC Flags $300 Million in Restructuring Costs to Exit Australia's Retail Business", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "HSBC Flags $300 Million in Restructuring Costs to Exit Australia's Retail Business" }, "source_id": "E0609", "source_type": "news", "ticker": "HSBC", "tier": 2, "timestamp": "2026-07-31T09:02:10+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/hsbc-flags-300-million-restructuring-090210597.html" }, { "claim": "GE Vernova vs. NuScale Power: Which Industrials Stock Is a Better Buy in 2026?", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "new_product", "headline": "GE Vernova vs. NuScale Power: Which Industrials Stock Is a Better Buy in 2026?" }, "source_id": "E0610", "source_type": "news", "ticker": "GEV", "tier": 2, "timestamp": "2026-07-30T20:11:17+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/682aa7a1-610e-3f5d-a1bf-0d0988c44ec9/ge-vernova-vs.-nuscale-power%3A.html" }, { "claim": "President Capital Raises GE Vernova Price Target to $1,398 From $1,368, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "President Capital Raises GE Vernova Price Target to 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Earnings Call Highlights: Strong Sales Growth and Upgraded Guidance ..." }, "source_id": "E0805", "source_type": "earnings", "ticker": "SNY", "tier": 2, "timestamp": "2026-07-30T19:03:57+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/sanofi-sa-sny-q2-2026-190357494.html" }, { "claim": "Sanofi Beats on Q2 Earnings & Sales, Stock Down on Pipeline Setbacks", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Sanofi Beats on Q2 Earnings & Sales, Stock Down on Pipeline Setbacks" }, "source_id": "E0806", "source_type": "earnings", "ticker": "SNY", "tier": 2, "timestamp": "2026-07-30T16:05:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/sanofi-beats-q2-earnings-sales-160500700.html" }, { "claim": "Adobe Stock Trades Below The Market On Earnings While Its Growth Engine Is Being Rebuilt", "confidence": 0.78, "publisher": "Trefis", "raw_value": { "catalyst_bucket": "earnings", "headline": "Adobe Stock Trades Below The Market On Earnings While Its Growth Engine Is Being Rebuilt" }, "source_id": "E0807", "source_type": "earnings", "ticker": "ADBE", "tier": 2, "timestamp": "2026-07-30T17:32:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/39c3125a-a45e-370a-a1a0-547c5796c83b/adobe-stock-trades-below-the.html" }, { "claim": "Adobe Systems (ADBE) Stock Sinks As Market Gains: What You Should Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Adobe Systems (ADBE) Stock Sinks As Market Gains: What You Should Know" }, "source_id": "E0808", "source_type": "news", "ticker": "ADBE", "tier": 2, "timestamp": "2026-07-30T21:45:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/adobe-systems-adbe-stock-sinks-214503986.html" }, { "claim": "Dow Sees Worst Day In Over A Year, Nasdaq Enters Correction Territory As Fed Decision Piques Inflation Concerns — SPCX, CAT, ADBE, SOFI, HIMS Stock In Focus", "confidence": 0.62, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Dow Sees Worst Day In Over A Year, Nasdaq Enters Correction Territory As Fed Decision Piques Inflation Concerns — SPCX, CAT, ADBE, SOFI, HIMS Stock In Focus" }, "source_id": "E0809", "source_type": "news", "ticker": "ADBE", "tier": 2, "timestamp": "2026-07-29T23:00:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/3f7a039f-454a-36e4-b45b-ce0a16c28877/dow-sees-worst-day-in-over-a.html" }, { "claim": "Pearson Names Certiport 2026 Adobe Certified Professional World Champion", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Pearson Names Certiport 2026 Adobe Certified Professional World Champion" }, "source_id": "E0810", "source_type": "news", "ticker": "ADBE", "tier": 2, "timestamp": "2026-07-29T19:50:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/pearson-names-certiport-2026-adobe-195000617.html" }, { "claim": "Canadian Natural Resources (CNQ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Canadian Natural Resources (CNQ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release" }, "source_id": "E0811", "source_type": "earnings", "ticker": "CNQ", "tier": 2, "timestamp": "2026-07-30T14:00:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/canadian-natural-resources-cnq-earnings-140015912.html" }, { "claim": "Alliant Energy (LNT) Misses Q2 Earnings and Revenue Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Alliant Energy (LNT) Misses Q2 Earnings and Revenue Estimates" }, "source_id": "E0812", "source_type": "earnings", "ticker": "DUK", "tier": 2, "timestamp": "2026-07-30T23:30:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/alliant-energy-lnt-misses-q2-233006384.html" }, { "claim": "Duke Energy to Release Q2 Earnings: What's in Store for the Stock?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Duke Energy to Release Q2 Earnings: What's in Store for the Stock?" }, "source_id": "E0813", "source_type": "earnings", "ticker": "DUK", "tier": 2, "timestamp": "2026-07-30T16:37:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/duke-energy-release-q2-earnings-163700654.html" }, { "claim": "Duke Energy (DUK) Stock Dips While Market Gains: Key Facts", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Duke Energy (DUK) Stock Dips While Market Gains: Key Facts" }, "source_id": "E0814", "source_type": "news", "ticker": "DUK", "tier": 2, "timestamp": "2026-07-30T21:50:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/duke-energy-duk-stock-dips-215005167.html" }, { "claim": "Duke Energy Foundation provides $300,000 in grants to support organizations serving older South Carolinians", "confidence": 0.62, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Duke Energy Foundation provides $300,000 in grants to support organizations serving older South Carolinians" }, "source_id": "E0815", "source_type": "news", "ticker": "DUK", "tier": 2, "timestamp": "2026-07-30T15:13:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/duke-energy-foundation-provides-300-151300283.html" }, { "claim": "Prediction: Synopsys Could Become the Next $150 Billion Software Giant", "confidence": 0.78, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Prediction: Synopsys Could Become the Next $150 Billion Software Giant" }, "source_id": "E0816", "source_type": "news", "ticker": "SNPS", "tier": 2, "timestamp": "2026-07-30T16:00:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/aad28861-e5eb-3359-8fce-3748d805648c/prediction%3A-synopsys-could.html" }, { "claim": "Here's Why Synopsys (SNPS) Fell More Than Broader Market", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here's Why Synopsys (SNPS) Fell More Than Broader Market" }, "source_id": "E0817", "source_type": "news", "ticker": "SNPS", "tier": 2, "timestamp": "2026-07-29T21:45:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/heres-why-synopsys-snps-fell-214505743.html" }, { "claim": "Zeta Global Names Intel and Synopsys Veteran Trey Campbell to Lead Investor Relations", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Zeta Global Names Intel and Synopsys Veteran Trey 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Here Is Why Synopsys Stock Could Be the Biggest Beneficiary.", "confidence": 0.62, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Agentic AI Is Coming to Chip Design. Here Is Why Synopsys Stock Could Be the Biggest Beneficiary." }, "source_id": "E0819", "source_type": "news", "ticker": "SNPS", "tier": 2, "timestamp": "2026-07-29T19:28:30+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/86656fa2-00eb-3d26-a17c-897f0c1239cc/agentic-ai-is-coming-to-chip.html" }, { "claim": "ServiceNow Showing Signs of Life But Still Down 25% YTD: 115% Returns Coming If This Analyst is Correct", "confidence": 0.78, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "ServiceNow Showing Signs of Life But Still Down 25% YTD: 115% Returns Coming If This Analyst is Correct" }, "source_id": "E0820", "source_type": "news", "ticker": "NOW", "tier": 2, "timestamp": "2026-07-30T13:53:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/7c1f9942-8235-381a-8347-d3d671897c69/servicenow-showing-signs-of.html" }, { "claim": "Exclusive: ServiceNow to cut up to 1K jobs as part of planned rightsizing", "confidence": 0.62, "publisher": "Investing.com", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Exclusive: ServiceNow to cut up to 1K jobs as part of planned rightsizing" }, "source_id": "E0821", "source_type": "news", "ticker": "NOW", "tier": 2, "timestamp": "2026-07-30T18:32:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/exclusive-servicenow-cut-1k-jobs-183242920.html" }, { "claim": "Analyzing ServiceNow’s (NOW) Unique Position in Workflow Automation", "confidence": 0.62, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Analyzing ServiceNow’s (NOW) Unique Position in Workflow Automation" }, "source_id": "E0822", "source_type": "news", "ticker": "NOW", "tier": 2, "timestamp": "2026-07-30T14:08:49+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/analyzing-servicenow-now-unique-position-140849153.html" }, { "claim": "Has ServiceNow (NOW) Fallen Far Enough To Look Cheap?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Has ServiceNow (NOW) Fallen Far Enough To Look Cheap?" }, "source_id": "E0823", "source_type": "news", "ticker": "NOW", "tier": 2, "timestamp": "2026-07-30T14:07:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/servicenow-now-fallen-far-enough-140737424.html" }, { "claim": "Agnico Eagle Mines Ltd (AEM) (Q2 2026) Earnings Call Highlights: Record Free Cash Flow and ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Agnico Eagle Mines Ltd (AEM) (Q2 2026) Earnings Call Highlights: Record Free Cash Flow and ..." }, "source_id": "E0824", "source_type": "earnings", "ticker": "AEM", "tier": 2, "timestamp": "2026-07-30T23:00:54+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/agnico-eagle-mines-ltd-aem-230054806.html" }, { "claim": "Implied Volatility Surging for Agnico Eagle Mines Stock Options", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Implied Volatility Surging for Agnico Eagle Mines Stock Options" }, "source_id": "E0825", "source_type": "news", "ticker": "AEM", "tier": 2, "timestamp": "2026-07-30T13:41:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/options/articles/implied-volatility-surging-agnico-eagle-134100345.html" }, { "claim": "Agnico Eagle Mines Limited Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Agnico Eagle Mines Limited Q2 2026 Earnings Call Summary" }, "source_id": "E0826", "source_type": "earnings", "ticker": "AEM", "tier": 2, "timestamp": "2026-07-30T12:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/13277b73-cd8a-3996-9a73-ed38eae8edc4/agnico-eagle-mines-limited-q2.html" }, { "claim": "Agnico (AEM) Is Considered a Good Investment by Brokers: Is That True?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Agnico (AEM) Is Considered a Good Investment by Brokers: Is That True?" }, "source_id": "E0827", "source_type": "news", "ticker": "AEM", "tier": 2, "timestamp": "2026-07-30T13:30:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/agnico-aem-considered-good-investment-133003314.html" }, { "claim": "Former Meta, Uber and Cloudflare CSO Joe Sullivan Joins Costanoa to Back the Next Generation of Cybersecurity Companies", "confidence": 0.78, "publisher": "PR Newswire", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Former Meta, Uber and Cloudflare CSO Joe Sullivan Joins Costanoa to Back the Next Generation of Cybersecurity Companies" }, "source_id": "E0828", "source_type": "news", "ticker": "NET", "tier": 2, "timestamp": "2026-07-30T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/former-meta-uber-cloudflare-cso-130000277.html" }, { "claim": "Cloudflare's CFO Sold Nearly 13,000 Company Shares for $3.6 Million. What Does This Mean for Investors?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Cloudflare's CFO Sold Nearly 13,000 Company Shares for $3.6 Million. What Does This Mean for Investors?" }, "source_id": "E0829", "source_type": "news", "ticker": "NET", "tier": 2, "timestamp": "2026-07-30T22:53:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/6cd77267-d860-3d37-a414-311a712fcc79/cloudflare%27s-cfo-sold-nearly.html" }, { "claim": "Seeking Clues to Spotify (SPOT) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Seeking Clues to Spotify (SPOT) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics" }, "source_id": "E0830", "source_type": "earnings", "ticker": "SPOT", "tier": 2, "timestamp": "2026-07-30T13:15:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/seeking-clues-spotify-spot-q2-131509658.html" }, { "claim": "Is Spotify Technology (SPOT) Fully Valued Going Into Earnings?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Is Spotify Technology (SPOT) Fully Valued Going Into Earnings?" }, "source_id": "E0831", "source_type": "earnings", "ticker": "SPOT", "tier": 2, "timestamp": "2026-07-30T03:17:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/spotify-technology-spot-fully-valued-031708796.html" }, { "claim": "Spotify (SPOT) Stock May Be A Bargain On Cash Flow Yet Priced For Perfection On Earnings", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Spotify (SPOT) Stock May Be A Bargain On Cash Flow Yet Priced For Perfection On Earnings" }, "source_id": "E0832", "source_type": "earnings", "ticker": "SPOT", "tier": 2, "timestamp": "2026-07-29T08:09:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/spotify-spot-stock-may-bargain-080900129.html" }, { "claim": "Dear Spotify Stock Fans, Mark Your Calendars for August 4", "confidence": 0.62, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Dear Spotify Stock Fans, Mark Your Calendars for August 4" }, "source_id": "E0833", "source_type": "news", "ticker": "SPOT", "tier": 2, "timestamp": "2026-07-29T19:27:45+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/f44d5bcd-3d8b-3335-9521-0bb0175f5630/dear-spotify-stock-fans%2C-mark.html" }, { "claim": "UPS Says China-to-US Trade Lane Has Returned to Growth", "confidence": 0.78, "publisher": "Sourcing Journal", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "UPS Says China-to-US Trade Lane Has Returned to Growth" }, "source_id": "E0834", "source_type": "news", "ticker": "UPS", "tier": 2, "timestamp": "2026-07-30T22:10:24+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/c535bdcf-0c44-3ed6-bbd8-f7f49f210b53/ups-says-china-to-us-trade.html" }, { "claim": "Trucking Earnings: Why UPS Is Falling Behind in a Robust Market", "confidence": 0.78, "publisher": "FreightWaves", "raw_value": { "catalyst_bucket": "earnings", "headline": "Trucking Earnings: Why UPS Is Falling Behind in a Robust Market" }, "source_id": "E0835", "source_type": "earnings", "ticker": "UPS", "tier": 2, "timestamp": "2026-07-30T01:53:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/trucking-earnings-why-ups-falling-015315203.html" }, { "claim": "UPS intensifies effort to attract small businesses", "confidence": 0.62, "publisher": "FreightWaves", "raw_value": { "catalyst_bucket": "technical_only", "headline": "UPS intensifies effort to attract small businesses" }, "source_id": "E0836", "source_type": "news", "ticker": "UPS", "tier": 2, "timestamp": "2026-07-30T19:11:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/small-business/articles/ups-intensifies-effort-attract-small-191106492.html" }, { "claim": "UPS Makes Shipping Easier than Ever with New Digital Tools for SMB Customers", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "UPS Makes Shipping Easier than Ever with New Digital Tools for SMB Customers" }, "source_id": "E0837", "source_type": "news", "ticker": "UPS", "tier": 2, "timestamp": "2026-07-30T11:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/small-business/articles/ups-makes-shipping-easier-ever-110000853.html" }, { "claim": "Enterprise Products Partners Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Enterprise Products Partners Q2 Earnings Call Highlights" }, "source_id": "E0838", "source_type": "earnings", "ticker": "EPD", "tier": 2, "timestamp": "2026-07-31T07:03:54+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/32ff81d2-7080-3a2f-aa83-22e0ff6d725d/enterprise-products-partners.html" }, { "claim": "Enterprise Products Partners L.P. Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Enterprise Products Partners L.P. 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"catalyst_bucket": "technical_only", "headline": "Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree" }, "source_id": "E0928", "source_type": "news", "ticker": "LITE", "tier": 2, "timestamp": "2026-07-28T16:15:54+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d8f866bf-152c-3a33-b407-0d835dd68abd/coherent-sinks-11%25%2C-applied.html" }, { "claim": "Analyst Report: Bloom Energy Corporation", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: Bloom Energy Corporation" }, "source_id": "E0929", "source_type": "news", "ticker": "BE", "tier": 2, "timestamp": "2026-07-30T23:57:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/0719d800-ccbb-38f5-b6d1-20cae1296bb7/analyst-report%3A-bloom-energy.html" }, { "claim": "Bloom Energy vs. the Grid: Why Data Centers Are Choosing Fuel Cells", "confidence": 0.62, "publisher": "Motley Fool", 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"https://finance.yahoo.com/energy/articles/exploring-analyst-estimates-energy-transfer-131504094.html" }, { "claim": "Analyst Report: OGE Energy Corp.", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: OGE Energy Corp." }, "source_id": "E0934", "source_type": "news", "ticker": "ET", "tier": 2, "timestamp": "2026-07-29T19:39:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/2ee28448-4058-38d8-8e72-4f52fd0b4e33/analyst-report%3A-oge-energy.html" }, { "claim": "Energy Transfer Just Raised Its Dividend for the 19th Straight Quarter. Time to Buy the 6.8% Yield?", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "earnings", "headline": "Energy Transfer Just Raised Its Dividend for the 19th Straight Quarter. Time to Buy the 6.8% Yield?" }, "source_id": "E0935", "source_type": "earnings", "ticker": "ET", "tier": 2, "timestamp": "2026-07-29T11:35:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/8123ff81-e134-3da6-acb3-0998dbbe2881/energy-transfer-just-raised.html" }, { "claim": "2 Cheap Energy Dividend Stocks With Growing Payouts, Led by Energy Transfer", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "2 Cheap Energy Dividend Stocks With Growing Payouts, Led by Energy Transfer" }, "source_id": "E0936", "source_type": "news", "ticker": "ET", "tier": 2, "timestamp": "2026-07-29T14:20:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/7d3c48d9-049c-36ce-8b93-4b088d0f3fd8/2-cheap-energy-dividend.html" }, { "claim": "All You Need to Know About Comfort Systems (FIX) Rating Upgrade to Strong Buy", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "All You Need to Know About Comfort Systems (FIX) Rating Upgrade to Strong Buy" }, "source_id": "E0937", "source_type": "news", "ticker": "FIX", "tier": 2, "timestamp": "2026-07-29T16:00:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/know-comfort-systems-fix-rating-160002550.html" }, { "claim": "Here is What to Know Beyond Why Comfort Systems USA, Inc. (FIX) is a Trending Stock", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here is What to Know Beyond Why Comfort Systems USA, Inc. 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What it has planned to meet data center demands.", "confidence": 0.78, "publisher": "Yahoo Finance Video", "raw_value": { "catalyst_bucket": "earnings", "headline": "TC Energy tops Q2 earnings estimates. 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(NU) Fell More Than Broader Market", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here's Why Nu Holdings Ltd. (NU) Fell More Than Broader Market" }, "source_id": "E0944", "source_type": "news", "ticker": "NU", "tier": 2, "timestamp": "2026-07-29T21:45:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/heres-why-nu-holdings-ltd-214504980.html" }, { "claim": "Nu Holdings Ltd. (NU) is Attracting Investor Attention: Here is What You Should Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Nu Holdings Ltd. 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Discovery (WBD) Q2 Earnings Expected to Decline", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Earnings Preview: Warner Bros. Discovery (WBD) Q2 Earnings Expected to Decline" }, "source_id": "E0947", "source_type": "earnings", "ticker": "WBD", "tier": 2, "timestamp": "2026-07-30T14:00:23+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/earnings-preview-warner-bros-discovery-140023235.html" }, { "claim": "Buying Warner Bros. Discovery Today Isn't a Bet on Media. It's a Bet on 12 State Attorneys General.", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Buying Warner Bros. Discovery Today Isn't a Bet on Media. It's a Bet on 12 State Attorneys General." }, "source_id": "E0948", "source_type": "news", "ticker": "WBD", "tier": 2, "timestamp": "2026-07-30T10:07:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/b87dc14f-30a0-3c1f-b17d-95e2c643f37a/buying-warner-bros.-discovery.html" }, { "claim": "Investors Heavily Search Warner Bros. Discovery, Inc. (WBD): Here is What You Need to Know", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Investors Heavily Search Warner Bros. Discovery, Inc. (WBD): Here is What You Need to Know" }, "source_id": "E0949", "source_type": "news", "ticker": "WBD", "tier": 2, "timestamp": "2026-07-29T13:00:07+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/investors-heavily-search-warner-bros-130007484.html" }, { "claim": "Goldman Sachs Adjusts Price Target on Air Products and Chemicals to $360 From $355, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Goldman Sachs Adjusts Price Target on Air Products and Chemicals to $360 From $355, Maintains Buy Rating" }, "source_id": "E0950", "source_type": "news", "ticker": "APD", "tier": 2, "timestamp": "2026-07-31T12:13:24+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/goldman-sachs-adjusts-price-target-121324059.html" }, { "claim": "Citigroup Adjusts Price Target on Air Products and Chemicals to $330 From $315, Maintains Neutral Rating", "confidence": 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"https://finance.yahoo.com/markets/stocks/articles/wells-fargo-adjusts-price-target-121317771.html" }, { "claim": "BNP Paribas Adjusts Price Target on Air Products and Chemicals to $359 From $345, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BNP Paribas Adjusts Price Target on Air Products and Chemicals to $359 From $345, Maintains Outperform Rating" }, "source_id": "E0953", "source_type": "news", "ticker": "APD", "tier": 2, "timestamp": "2026-07-31T12:02:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bnp-paribas-adjusts-price-target-120209004.html" }, { "claim": "CoreWeave’s Wild Stock Ride Takes Toll on Its Cost to Finance AI", "confidence": 0.62, "publisher": "Bloomberg", "raw_value": { "catalyst_bucket": "technical_only", "headline": "CoreWeave’s Wild Stock Ride Takes Toll on Its Cost to Finance AI" }, "source_id": "E0954", "source_type": "news", "ticker": "CRWV", "tier": 2, "timestamp": "2026-07-30T22:09:28+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/coreweave-wild-stock-ride-takes-220928467.html" }, { "claim": "Astera Labs vs. CoreWeave: Which Technology Stock Is a Better Buy in 2026?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Astera Labs vs. CoreWeave: Which Technology Stock Is a Better Buy in 2026?" }, "source_id": "E0955", "source_type": "news", "ticker": "CRWV", "tier": 2, "timestamp": "2026-07-30T21:50:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d84a8156-6ba1-3d8a-bb66-537f39de08f9/astera-labs-vs.-coreweave%3A.html" }, { "claim": "Nvidia-Backed Stock Opens Door to Classified AI Work", "confidence": 0.62, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Nvidia-Backed Stock Opens Door to Classified AI Work" }, "source_id": "E0956", "source_type": 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"headline": "Is Nike the Ultimate Dividend Stock You Should Buy Right Now?" }, "source_id": "E0968", "source_type": "news", "ticker": "NKE", "tier": 2, "timestamp": "2026-07-30T17:25:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/4ce6a9ff-5a98-3efe-add1-e1fb72a0aa55/is-nike-the-ultimate-dividend.html" }, { "claim": "Why Nike is trying to reignite its sportswear business with a hoodie", "confidence": 0.62, "publisher": "Retail Dive", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why Nike is trying to reignite its sportswear business with a hoodie" }, "source_id": "E0969", "source_type": "news", "ticker": "NKE", "tier": 2, "timestamp": "2026-07-30T11:24:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/84428707-db85-3703-bfe0-52ce5c80ffe6/why-nike-is-trying-to.html" }, { "claim": "Nike’s High Profile Visibility Can be a Boon and Sometimes a Legal Curse", "confidence": 0.62, "publisher": "Footwear News", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Nike’s High Profile Visibility Can be a Boon and Sometimes a Legal Curse" }, "source_id": "E0970", "source_type": "news", "ticker": "NKE", "tier": 2, "timestamp": "2026-07-29T18:54:18+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/fa610681-d396-3334-bb50-3f2f8dd32f55/nike%E2%80%99s-high-profile.html" }, { "claim": "Sempra (SRE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Sempra (SRE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release" }, "source_id": "E0971", "source_type": "earnings", "ticker": "SRE", "tier": 2, "timestamp": "2026-07-30T14:00:22+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/sempra-sre-earnings-expected-grow-140022877.html" }, { "claim": "Keysight Technologies to Report Fiscal Third Quarter Results on August 18, 2026", "confidence": 0.78, 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Investors" }, "source_id": "E0979", "source_type": "news", "ticker": "AZO", "tier": 2, "timestamp": "2026-07-30T21:50:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/autozone-azo-stock-declines-while-215004093.html" }, { "claim": "Ferrari NV (RACE) (Q2 2026) Earnings Call Highlights: Record Revenue and Raised Guidance Amid ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ferrari NV (RACE) (Q2 2026) Earnings Call Highlights: Record Revenue and Raised Guidance Amid ..." }, "source_id": "E0980", "source_type": "earnings", "ticker": "RACE", "tier": 2, "timestamp": "2026-07-30T21:08:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ferrari-nv-race-q2-2026-210803310.html" }, { "claim": "FERRARI N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": 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Corp. (WPM) Earnings Expected to Grow: Should You Buy?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Wheaton Precious Metals Corp. (WPM) Earnings Expected to Grow: Should You Buy?" }, "source_id": "E0989", "source_type": "earnings", "ticker": "WPM", "tier": 2, "timestamp": "2026-07-30T14:00:24+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wheaton-precious-metals-corp-wpm-140024853.html" }, { "claim": "Berenberg Trims Price Target on Wheaton Precious Metals to $157 From $160, Keeps Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Berenberg Trims Price Target on Wheaton Precious Metals to $157 From $160, Keeps Buy Rating" }, "source_id": "E0990", "source_type": "earnings", "ticker": "WPM", "tier": 2, "timestamp": "2026-07-28T10:18:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/berenberg-trims-price-target-wheaton-101832323.html" }, { "claim": "SEC 10-Q filing: 10-Q 2026-07-03", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 10-Q filing: 10-Q 2026-07-03" }, "source_id": "E0991", "source_type": "sec", "ticker": "LHX", "tier": 1, "timestamp": "2026-07-30T09:06:49+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/202058/000020205826000058/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-29", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-29" }, "source_id": "E0992", "source_type": "sec", "ticker": "LHX", "tier": 1, "timestamp": "2026-07-29T16:08:15+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/202058/000020205826000054/" }, { "claim": "Bernstein Adjusts Price Target on L3Harris Technologies to $365 From $405, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Bernstein Adjusts Price Target on L3Harris Technologies to $365 From $405, Maintains Outperform Rating" }, "source_id": "E0993", "source_type": "news", "ticker": "LHX", "tier": 2, "timestamp": "2026-07-31T11:40:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bernstein-adjusts-price-target-l3harris-114001584.html" }, { "claim": "Susquehanna Adjusts Price Target on L3Harris Technologies to $350 From $410, Maintains Positive Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Susquehanna Adjusts Price Target on L3Harris Technologies to $350 From $410, Maintains Positive Rating" }, "source_id": "E0994", "source_type": "news", "ticker": "LHX", "tier": 2, "timestamp": "2026-07-31T11:39:58+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/susquehanna-adjusts-price-target-l3harris-113958410.html" }, { "claim": "L3Harris Q2 Earnings and Revenues Beat Estimates, 2026 Outlook Raised", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "L3Harris Q2 Earnings and Revenues Beat Estimates, 2026 Outlook Raised" }, "source_id": "E0995", "source_type": "earnings", "ticker": "LHX", "tier": 2, "timestamp": "2026-07-30T16:19:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/l3harris-q2-earnings-revenues-beat-161900530.html" }, { "claim": "L3Harris Missile Business Is Booming. So Why Is the Stock Tanking?", "confidence": 0.62, "publisher": "Barrons.com", "raw_value": { "catalyst_bucket": "technical_only", "headline": "L3Harris Missile Business Is Booming. So Why Is the Stock Tanking?" }, "source_id": "E0996", "source_type": "news", "ticker": "LHX", "tier": 2, "timestamp": "2026-07-30T20:13:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/80abaddf-fab3-379b-bc43-81fe73bca9de/l3harris-missile-business-is.html" }, { "claim": "Corteva, Inc. (CTVA) Reports Q2 Earnings: What Key Metrics Have to Say", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Corteva, Inc. (CTVA) Reports Q2 Earnings: What Key Metrics Have to Say" }, "source_id": "E0997", "source_type": "earnings", "ticker": "CTVA", "tier": 2, "timestamp": "2026-07-30T22:30:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/corteva-inc-ctva-reports-q2-223003115.html" }, { "claim": "Corteva, Inc. (CTVA) Q2 Earnings Beat Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Corteva, Inc. 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"ticker": "TER", "tier": 2, "timestamp": "2026-07-30T15:57:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/ter-q2-deep-dive-ai-155702451.html" }, { "claim": "Strong Demand for Custom Silicon Chips Boosts Teradyne’s (TER) Market Outlook", "confidence": 0.78, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "earnings", "headline": "Strong Demand for Custom Silicon Chips Boosts Teradyne’s (TER) Market Outlook" }, "source_id": "E1003", "source_type": "earnings", "ticker": "TER", "tier": 2, "timestamp": "2026-07-30T14:41:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/strong-demand-custom-silicon-chips-144115715.html" }, { "claim": "Why Teradyne (TER) Stock Is Trading Up Today", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why Teradyne (TER) Stock Is Trading Up Today" }, "source_id": "E1004", "source_type": "news", "ticker": "TER", "tier": 2, "timestamp": "2026-07-30T22:37:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-teradyne-ter-stock-trading-223702095.html" }, { "claim": "TER Rides on Strong Semiconductor Test Segment: More Upside Ahead?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "TER Rides on Strong Semiconductor Test Segment: More Upside Ahead?" }, "source_id": "E1005", "source_type": "news", "ticker": "TER", "tier": 2, "timestamp": "2026-07-30T16:31:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/ter-rides-strong-semiconductor-test-163100795.html" }, { "claim": "Ametek (AME) Earnings Expected to Grow: What to Know Ahead of Next Week's Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ametek (AME) Earnings Expected to Grow: What to Know Ahead of Next Week's Release" }, "source_id": "E1006", "source_type": "earnings", "ticker": "AME", "tier": 2, "timestamp": "2026-07-28T14:00:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ametek-ame-earnings-expected-grow-140006873.html" }, { "claim": "Unlocking Q2 Potential of Ametek (AME): Exploring Wall Street Estimates for Key Metrics", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Unlocking Q2 Potential of Ametek (AME): Exploring Wall Street Estimates for Key Metrics" }, "source_id": "E1007", "source_type": "news", "ticker": "AME", "tier": 2, "timestamp": "2026-07-30T13:15:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/unlocking-q2-potential-ametek-ame-131508555.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": "E1008", "source_type": "sec", "ticker": "CARR", "tier": 1, "timestamp": "2026-07-28T18:04:02+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1783180/000178318026000032/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-28", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-28" }, "source_id": "E1009", "source_type": "sec", "ticker": "CARR", "tier": 1, "timestamp": "2026-07-28T10:58:31+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1783180/000178318026000030/" }, { "claim": "Bernstein Adjusts Carrier Global Price Target to $78 From $75, Maintains Market Perform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Bernstein Adjusts Carrier Global Price Target to $78 From $75, Maintains Market Perform Rating" }, "source_id": "E1010", "source_type": "news", "ticker": "CARR", "tier": 2, "timestamp": "2026-07-30T15:48:54+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bernstein-adjusts-carrier-global-price-154854921.html" }, { "claim": "Carrier Beat Estimates, Raised Its Outlook, And Fell Anyway", "confidence": 0.78, "publisher": "Trefis", "raw_value": { "catalyst_bucket": "earnings", "headline": "Carrier Beat Estimates, Raised Its Outlook, And Fell Anyway" }, "source_id": "E1011", "source_type": "earnings", "ticker": "CARR", "tier": 2, "timestamp": "2026-07-30T11:13:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/16a9b771-d08d-3d90-9ce9-399b87912d8e/carrier-beat-estimates%2C.html" }, { "claim": "Carrier Global Q2 Results Benefit From Residential HVAC Rebound, RBC Says", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Carrier Global Q2 Results Benefit From Residential HVAC Rebound, RBC Says" }, "source_id": "E1012", "source_type": "earnings", "ticker": "CARR", "tier": 2, "timestamp": "2026-07-29T15:59:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/carrier-global-q2-results-benefit-155935319.html" }, { "claim": "Carrier (CARR) Appoints Neil Barua To Board As Tech Focus Comes Into View", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Carrier (CARR) Appoints Neil Barua To Board As Tech Focus Comes Into View" }, "source_id": "E1013", "source_type": "news", "ticker": "CARR", "tier": 2, "timestamp": "2026-07-30T06:08:31+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/carrier-carr-appoints-neil-barua-060831955.html" }, { "claim": "Microchip Technology (MCHP) Earnings Expected to Grow: What to Know Ahead of Q1 Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Microchip Technology (MCHP) Earnings Expected to Grow: What to Know Ahead of Q1 Release" }, "source_id": "E1014", "source_type": "earnings", "ticker": "MCHP", "tier": 2, "timestamp": "2026-07-30T14:00:33+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/microchip-technology-mchp-earnings-expected-140033565.html" }, { "claim": "Microchip's Hailo Buyout Strengthens Edge AI Ambitions: What's Ahead?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "mna", "headline": "Microchip's Hailo Buyout Strengthens Edge AI Ambitions: What's Ahead?" }, "source_id": "E1015", "source_type": "news", "ticker": "MCHP", "tier": 2, "timestamp": "2026-07-28T16:52:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/microchips-hailo-buyout-strengthens-edge-165200336.html" }, { "claim": "AI Infrastructure Demand is Reshaping Coherent's Growth Story", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "AI Infrastructure Demand is Reshaping Coherent's Growth Story" }, "source_id": "E1016", "source_type": "news", "ticker": "COHR", "tier": 2, "timestamp": "2026-07-28T16:50:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/ai-infrastructure-demand-reshaping-coherents-165000033.html" }, { "claim": "Corning (GLW) Crashed 20% Despite 32% Optical Growth. Should Coherent (COHR) Investors Worry?", "confidence": 0.62, "publisher": "Insider Monkey", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Corning (GLW) Crashed 20% Despite 32% Optical Growth. Should Coherent (COHR) Investors Worry?" }, "source_id": "E1017", "source_type": "news", "ticker": "COHR", "tier": 2, "timestamp": "2026-07-29T15:11:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/corning-glw-crashed-20-despite-151127643.html" }, { "claim": "Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree", "confidence": 0.62, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree" }, "source_id": "E1018", "source_type": "news", "ticker": "COHR", "tier": 2, "timestamp": "2026-07-28T16:15:54+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d8f866bf-152c-3a33-b407-0d835dd68abd/coherent-sinks-11%25%2C-applied.html" }, { "claim": "Coherent (COHR) Could Be 29% Undervalued Following Its Recent Pullback", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Coherent (COHR) Could Be 29% Undervalued Following Its Recent Pullback" }, "source_id": "E1019", "source_type": "news", "ticker": "COHR", "tier": 2, "timestamp": "2026-07-28T16:10:37+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/coherent-cohr-could-29-undervalued-161037701.html" }, { "claim": "RBC Lifts Price Target on Arthur J. Gallagher to $310 From $300, Keeps Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "RBC Lifts Price Target on Arthur J. Gallagher to $310 From $300, Keeps Outperform Rating" }, "source_id": "E1020", "source_type": "earnings", "ticker": "AJG", "tier": 2, "timestamp": "2026-07-31T12:45:36+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rbc-lifts-price-target-arthur-124536653.html" }, { "claim": "Truist Raises Price Target on Arthur J. Gallagher to $265 From $225, Keeps Hold Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Truist Raises Price Target on Arthur J. Gallagher to $265 From $225, Keeps Hold Rating" }, "source_id": "E1021", "source_type": "earnings", "ticker": "AJG", "tier": 2, "timestamp": "2026-07-31T11:41:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/truist-raises-price-target-arthur-114126767.html" }, { "claim": "Keefe Bruyette & Woods Adjusts PT on Arthur J. Gallagher to $271 From $261, Keeps Market Perform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Keefe Bruyette & Woods Adjusts PT on Arthur J. Gallagher to $271 From $261, Keeps Market Perform Rating" }, "source_id": "E1022", "source_type": "earnings", "ticker": "AJG", "tier": 2, "timestamp": "2026-07-31T10:28:33+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/keefe-bruyette-woods-adjusts-pt-102833786.html" }, { "claim": "Piper Sandler Adjusts Price Target on Arthur J. Gallagher to $287 From $276, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Piper Sandler Adjusts Price Target on Arthur J. Gallagher to $287 From $276, Maintains Overweight Rating" }, "source_id": "E1023", "source_type": "news", "ticker": "AJG", "tier": 2, "timestamp": "2026-07-31T10:28:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/piper-sandler-adjusts-price-target-102826174.html" }, { "claim": "Ambev (ABEV) Q2 2026 Earnings Call Transcript", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ambev (ABEV) Q2 2026 Earnings Call Transcript" }, "source_id": "E1024", "source_type": "earnings", "ticker": "ABEV", "tier": 2, "timestamp": "2026-07-31T01:15:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/179e9eb8-6aca-3f0a-90a1-ec2cdf608c5d/ambev-%28abev%29-q2-2026-earnings.html" }, { "claim": "Ambev SA (ABEV) (Q2 2026) Earnings Call Highlights: Strong Beer Growth and Digital Expansion ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ambev SA (ABEV) (Q2 2026) Earnings Call Highlights: Strong Beer Growth and Digital Expansion ..." }, "source_id": "E1025", "source_type": "earnings", "ticker": "ABEV", "tier": 2, "timestamp": "2026-07-30T23:06:59+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ambev-sa-abev-q2-2026-230659420.html" }, { "claim": "Ambev Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ambev Q2 Earnings Call Highlights" }, "source_id": "E1026", "source_type": "earnings", "ticker": "ABEV", "tier": 2, "timestamp": "2026-07-30T21:03:58+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d5c75559-abcf-3bf0-98d9-4daa9024213e/ambev-q2-earnings-call.html" }, { "claim": "Ambev: Q2 Earnings Snapshot", "confidence": 0.78, "publisher": "Associated Press", "raw_value": { "catalyst_bucket": "earnings", "headline": "Ambev: Q2 Earnings Snapshot" }, "source_id": "E1027", "source_type": "earnings", "ticker": "ABEV", "tier": 2, "timestamp": "2026-07-30T06:53:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ambev-q2-earnings-snapshot-065332927.html" }, { "claim": "Autodesk (ADSK) Could Be 26% Undervalued Following Its Recent Stock Price Dip", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Autodesk (ADSK) Could Be 26% Undervalued Following Its Recent Stock Price Dip" }, "source_id": "E1028", "source_type": "news", "ticker": "ADSK", "tier": 2, "timestamp": "2026-07-31T11:08:13+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/autodesk-adsk-could-26-undervalued-110813235.html" }, { "claim": "Autodesk (ADSK) Stock Dips While Market Gains: Key Facts", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Autodesk (ADSK) Stock Dips While Market Gains: Key Facts" }, "source_id": "E1029", "source_type": "news", "ticker": "ADSK", "tier": 2, "timestamp": "2026-07-30T22:15:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/autodesk-adsk-stock-dips-while-221501271.html" }, { "claim": "Want ADSK Stock 30% Cheaper? Get Paid 12% While You Wait", "confidence": 0.62, "publisher": "Trefis", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Want ADSK Stock 30% Cheaper? Get Paid 12% While You Wait" }, "source_id": "E1030", "source_type": "news", "ticker": "ADSK", "tier": 2, "timestamp": "2026-07-29T13:21:22+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/0058240c-ee8b-378c-9949-b6481f25a654/want-adsk-stock-30%25-cheaper%3F.html" }, { "claim": "Is the Options Market Predicting a Spike in Autodesk Stock?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is the Options Market Predicting a Spike in Autodesk Stock?" }, "source_id": "E1031", "source_type": "news", "ticker": "ADSK", "tier": 2, "timestamp": "2026-07-28T20:29:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/options/articles/options-market-predicting-spike-autodesk-202900010.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": "E1032", "source_type": "sec", "ticker": "COIN", "tier": 1, "timestamp": "2026-07-30T16:15:28+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1679788/000167978826000088/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-30" }, "source_id": "E1033", "source_type": "sec", "ticker": "COIN", "tier": 1, "timestamp": "2026-07-30T16:06:18+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1679788/000167978826000087/" }, { "claim": "Rosenblatt Securities Adjusts Price Target on Coinbase Global to $200 From $240, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Rosenblatt Securities Adjusts Price Target on Coinbase Global to $200 From $240, Maintains Buy Rating" }, "source_id": "E1034", "source_type": "news", "ticker": "COIN", "tier": 2, "timestamp": "2026-07-31T13:23:47+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/rosenblatt-securities-adjusts-price-target-132347328.html" }, { "claim": "Citigroup Adjusts Price Target on Coinbase Global to $210 From $235, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Citigroup Adjusts Price Target on Coinbase Global to $210 From $235, Maintains Buy Rating" }, "source_id": "E1035", "source_type": "news", "ticker": "COIN", "tier": 2, "timestamp": "2026-07-31T13:23:43+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/citigroup-adjusts-price-target-coinbase-132343364.html" }, { "claim": "China Renaissance Adjusts Price Target on Coinbase Global to $211 From $231, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "China Renaissance Adjusts Price Target on Coinbase Global to $211 From $231, Maintains Buy Rating" }, "source_id": "E1036", "source_type": "news", "ticker": "COIN", "tier": 2, "timestamp": "2026-07-31T13:18:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/china-renaissance-adjusts-price-target-131842607.html" }, { "claim": "Morning Minute: Coinbase Posts Surprise Loss as Crypto Trading Dries Up", "confidence": 0.62, "publisher": "decrypt", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Morning Minute: Coinbase Posts Surprise Loss as Crypto Trading Dries Up" }, "source_id": "E1037", "source_type": "news", "ticker": "COIN", "tier": 2, "timestamp": "2026-07-31T12:11:17+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/51dd390d-b96d-3ced-a2c2-ca2b6666180f/morning-minute%3A-coinbase.html" }, { "claim": "Strategy Q2 2026 earnings: $8.2 billion loss on bitcoin decline", "confidence": 0.78, "publisher": "Quartz", "raw_value": { "catalyst_bucket": "earnings", 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Marketplace", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Datadog (DDOG) Partners With Cloudaware To Bring LogSight To Its Marketplace" }, "source_id": "E1042", "source_type": "news", "ticker": "DDOG", "tier": 2, "timestamp": "2026-07-31T01:08:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/datadog-ddog-partners-cloudaware-bring-010808450.html" }, { "claim": "Will Datadog (DDOG) Beat Estimates Again in Its Next Earnings Report?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Will Datadog (DDOG) Beat Estimates Again in Its Next Earnings Report?" }, "source_id": "E1043", "source_type": "earnings", "ticker": "DDOG", "tier": 2, "timestamp": "2026-07-30T16:10:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/datadog-ddog-beat-estimates-again-161002699.html" }, { "claim": "Datadog (DDOG) Reports Next Week: Wall Street Expects Earnings Growth", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Datadog (DDOG) Reports Next Week: Wall Street Expects Earnings Growth" }, "source_id": "E1044", "source_type": "earnings", "ticker": "DDOG", "tier": 2, "timestamp": "2026-07-30T14:00:28+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/datadog-ddog-reports-next-week-140028420.html" }, { "claim": "How Much Track Is Left For DDOG Stock?", "confidence": 0.62, "publisher": "Trefis", "raw_value": { "catalyst_bucket": "technical_only", "headline": "How Much Track Is Left For DDOG Stock?" }, "source_id": "E1045", "source_type": "news", "ticker": "DDOG", "tier": 2, "timestamp": "2026-07-31T00:30:48+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/cd82e6c4-b328-37da-baf3-dd6d49b4cfad/how-much-track-is-left-for.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "confidence": 0.92, "publisher": "SEC 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"source_type": "news", "ticker": "EA", "tier": 2, "timestamp": "2026-07-31T10:37:48+00:00", "url_or_provider_ref": "https://finance.yahoo.com/media-advertising/articles/saudi-pifs-55-billion-ea-103748132.html" }, { "claim": "Electronic Arts Earnings: What To Look For From EA", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "Electronic Arts Earnings: What To Look For From EA" }, "source_id": "E1049", "source_type": "earnings", "ticker": "EA", "tier": 2, "timestamp": "2026-07-28T16:21:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/electronic-arts-earnings-look-ea-162102411.html" }, { "claim": "Electronic Arts' Chief People Officer Sells 1,200 Shares as the Company Prepares to Go Private", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Electronic Arts' Chief People Officer Sells 1,200 Shares as the Company Prepares to Go Private" 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"https://finance.yahoo.com/markets/stocks/articles/cls-stock-still-worth-buying-183500021.html" }, { "claim": "Celestica Delivered 'Solid' Q2 Results, Valuation Increasingly Attractive, RBC Says", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Celestica Delivered 'Solid' Q2 Results, Valuation Increasingly Attractive, RBC Says" }, "source_id": "E1056", "source_type": "earnings", "ticker": "CLS", "tier": 2, "timestamp": "2026-07-29T15:41:53+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/celestica-delivered-apos-solid-apos-154153299.html" }, { "claim": "UBS Adjusts Price Target on Celestica to $410 From $400, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "UBS Adjusts Price Target on Celestica to $410 From $400, Maintains Neutral Rating" }, "source_id": "E1057", "source_type": "news", "ticker": "CLS", "tier": 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"claim": "Here Are Friday’s Top Wall Street Analyst Research Calls: Blackstone Mortgage, Boston Scientific, Edison International, Ford, GoDaddy, International Paper, Roblox, Saia, 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: Blackstone Mortgage, Boston Scientific, Edison International, Ford, GoDaddy, International Paper, Roblox, Saia, and More" }, "source_id": "E1066", "source_type": "news", "ticker": "F", "tier": 2, "timestamp": "2026-07-31T11:51:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/61b3b765-7a96-3cd2-addf-be66a5ea129d/here-are-friday%E2%80%99s-top-wall.html" }, { "claim": "Ford Says It Will Deliver Eyes-Off Driving in 2028. 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"source_id": "E1069", "source_type": "sec", "ticker": "GRMN", "tier": 1, "timestamp": "2026-07-29T07:00:43+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1121788/000119312526322114/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-29", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-29" }, "source_id": "E1070", "source_type": "sec", "ticker": "GRMN", "tier": 1, "timestamp": "2026-07-29T07:00:17+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1121788/000119312526322113/" }, { "claim": "Garmin Tops Q2 Earnings Estimates on Fitness Growth, Ups FY26 Guidance", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Garmin Tops Q2 Earnings Estimates on Fitness Growth, Ups FY26 Guidance" }, "source_id": "E1071", "source_type": "earnings", "ticker": "GRMN", "tier": 2, "timestamp": "2026-07-30T16:00:00+00:00", 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Maintains Overweight Rating" }, "source_id": "E1194", "source_type": "news", "ticker": "FLEX", "tier": 2, "timestamp": "2026-07-30T14:35:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/barclays-adjusts-price-target-flex-143511303.html" }, { "claim": "Raymond James Adjusts Price Target on Flex to $170 From $150, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Raymond James Adjusts Price Target on Flex to $170 From $150, Maintains Outperform Rating" }, "source_id": "E1195", "source_type": "news", "ticker": "FLEX", "tier": 2, "timestamp": "2026-07-30T14:33:48+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/raymond-james-adjusts-price-target-143348845.html" }, { "claim": "Flex (FLEX) Shares Skyrocket, What You Need To Know", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Flex (FLEX) Shares Skyrocket, What You Need To Know" }, "source_id": "E1196", "source_type": "news", "ticker": "FLEX", "tier": 2, "timestamp": "2026-07-31T01:41:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/flex-flex-shares-skyrocket-know-014102424.html" }, { "claim": "Flex (FLEX) Names Leadership Teams For Its SpinCo And Core Business", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Flex (FLEX) Names Leadership Teams For Its SpinCo And Core Business" }, "source_id": "E1197", "source_type": "news", "ticker": "FLEX", "tier": 2, "timestamp": "2026-07-31T01:08:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/flex-flex-names-leadership-teams-010802426.html" }, { "claim": "United Microelectronics Q2 Earnings Call Highlights AI Expansion Plans", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "United Microelectronics Q2 Earnings Call Highlights AI Expansion Plans" }, "source_id": "E1198", "source_type": "earnings", "ticker": "UMC", "tier": 2, "timestamp": "2026-07-30T17:41:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/united-microelectronics-q2-earnings-call-174100073.html" }, { "claim": "United Microelectronics Q2 Earnings Beat Estimates, Revenues Rise Y/Y", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "United Microelectronics Q2 Earnings Beat Estimates, Revenues Rise Y/Y" }, "source_id": "E1199", "source_type": "earnings", "ticker": "UMC", "tier": 2, "timestamp": "2026-07-30T15:51:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/united-microelectronics-q2-earnings-beat-155100335.html" }, { "claim": "HSBC Upgrades United Microelectronics to Buy From Hold, Adjusts Price Target to $33.76 From $37.42", "confidence": 0.78, "publisher": 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}, { "claim": "CNO Financial (CNO) Surpasses Q2 Earnings and Revenue Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "CNO Financial (CNO) Surpasses Q2 Earnings and Revenue Estimates" }, "source_id": "E1202", "source_type": "earnings", "ticker": "PRU", "tier": 2, "timestamp": "2026-07-30T23:30:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/cno-financial-cno-surpasses-q2-233003911.html" }, { "claim": "Prudential (PRU) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Prudential (PRU) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release" }, "source_id": "E1203", "source_type": "earnings", "ticker": "PRU", "tier": 2, "timestamp": "2026-07-28T14:00:18+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/prudential-pru-expected-beat-earnings-140018465.html" }, { "claim": "Beetaloo Energy Signs Halliburton MOU for Gas-Powered Data Center Development", "confidence": 0.62, "publisher": "Oilprice.com", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Beetaloo Energy Signs Halliburton MOU for Gas-Powered Data Center Development" }, "source_id": "E1204", "source_type": "news", "ticker": "HAL", "tier": 2, "timestamp": "2026-07-30T02:10:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/beetaloo-energy-signs-halliburton-mou-021000581.html" }, { "claim": "Analyst Report: Las Vegas Sands Corp.", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: Las Vegas Sands Corp." }, "source_id": "E1205", "source_type": "news", "ticker": "LVS", "tier": 2, "timestamp": "2026-07-31T00:17:00+00:00", "url_or_provider_ref": 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"https://finance.yahoo.com/markets/stocks/articles/argus-research-downgrades-las-vegas-121253089.html" }, { "claim": "Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More", "confidence": 0.78, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More" }, "source_id": "E1208", "source_type": "news", "ticker": "LVS", "tier": 2, "timestamp": "2026-07-30T12:05:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/ebed464e-1a98-3b62-be22-94ffc1da6735/here-are-wednesday%E2%80%99s-top-wall.html" }, { "claim": "Kinross Gold Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "Kinross Gold Q2 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"WDAY", "tier": 2, "timestamp": "2026-07-30T21:50:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/workday-wday-stock-dips-while-215003426.html" }, { "claim": "Is Workday’s (WDAY) EarnIn Tie-Up a Small Step or a Shift in Its AI Payroll Edge?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Workday’s (WDAY) EarnIn Tie-Up a Small Step or a Shift in Its AI Payroll Edge?" }, "source_id": "E1218", "source_type": "news", "ticker": "WDAY", "tier": 2, "timestamp": "2026-07-30T19:07:55+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/workday-wday-earnin-tie-small-190755134.html" }, { "claim": "Workday (WDAY) Crossed Above the 200-Day Moving Average: What That Means for Investors", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Workday (WDAY) Crossed Above the 200-Day Moving Average: What That Means for Investors" }, "source_id": "E1219", "source_type": "news", "ticker": "WDAY", "tier": 2, "timestamp": "2026-07-30T13:30:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/workday-wday-crossed-above-200-133001780.html" }, { "claim": "Workday, Inc. (WDAY) Is a Trending Stock: Facts to Know Before Betting on It", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Workday, Inc. (WDAY) Is a Trending Stock: Facts to Know Before Betting on It" }, "source_id": "E1220", "source_type": "news", "ticker": "WDAY", "tier": 2, "timestamp": "2026-07-30T13:00:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/workday-inc-wday-trending-stock-130005824.html" }, { "claim": "Analysts Estimate Clearway Energy (CWEN) to Report a Decline in Earnings: What to Look Out for", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Analysts Estimate Clearway Energy (CWEN) to Report a Decline in Earnings: What to Look Out for" }, "source_id": "E1221", "source_type": "earnings", "ticker": "NRG", "tier": 2, "timestamp": "2026-07-29T14:00:36+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/analysts-estimate-clearway-energy-cwen-140036404.html" }, { "claim": "UBS Adjusts Price Target on NRG Energy to $216 From $221, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "UBS Adjusts Price Target on NRG Energy to $216 From $221, Maintains Buy Rating" }, "source_id": "E1222", "source_type": "news", "ticker": "NRG", "tier": 2, "timestamp": "2026-07-28T14:32:24+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ubs-adjusts-price-target-nrg-143224261.html" }, { "claim": "NRG Energy (NRG) Earnings Expected to Grow: Should You Buy?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "NRG Energy (NRG) Earnings Expected to Grow: Should You Buy?" }, "source_id": "E1223", "source_type": "earnings", "ticker": "NRG", "tier": 2, "timestamp": "2026-07-28T14:00:17+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/nrg-energy-nrg-earnings-expected-140017207.html" }, { "claim": "VST or NRG: Which Utility Stock Has Greater Upside Potential?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "VST or NRG: Which Utility Stock Has Greater Upside Potential?" }, "source_id": "E1224", "source_type": "news", "ticker": "NRG", "tier": 2, "timestamp": "2026-07-28T15:09:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/vst-nrg-utility-stock-greater-150900660.html" }, { "claim": "Deutsche Bank Adjusts Reddit Price Target to $200 From $250, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Deutsche Bank Adjusts Reddit Price Target to $200 From $250, Maintains Buy Rating" }, "source_id": "E1225", "source_type": "news", "ticker": "RDDT", "tier": 2, "timestamp": "2026-07-31T12:12:55+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/deutsche-bank-adjusts-reddit-price-121255081.html" }, { "claim": "RDDT Stock Is In The Limelight Today After Massive Pre-Market Fall — GOOGL Friction Raises AI Licensing Risks, Says Wells Fargo", "confidence": 0.62, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "technical_only", "headline": "RDDT Stock Is In The Limelight Today After Massive Pre-Market Fall — GOOGL Friction Raises AI Licensing Risks, Says Wells Fargo" }, "source_id": "E1226", "source_type": "news", "ticker": "RDDT", "tier": 2, "timestamp": "2026-07-31T12:33:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/37afe60e-e1e9-3db9-bcb2-b476f9213955/rddt-stock-is-in-the.html" }, { "claim": "The Best House On The Block Costs The Most: RDDT", "confidence": 0.62, "publisher": "Trefis", "raw_value": { "catalyst_bucket": "technical_only", "headline": "The Best House On The Block Costs The Most: RDDT" }, "source_id": "E1227", "source_type": "news", "ticker": "RDDT", "tier": 2, "timestamp": "2026-07-31T12:08:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/59d78bec-98a9-33d7-a558-ca2768c695c4/the-best-house-on-the-block.html" }, { "claim": "Reddit Is Bearish on Nio. Wall Street Couldn’t Disagree More.", "confidence": 0.62, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Reddit Is Bearish on Nio. Wall Street Couldn’t Disagree More." }, "source_id": "E1228", "source_type": "news", "ticker": "RDDT", "tier": 2, "timestamp": "2026-07-31T12:05:24+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/e4f26fc2-ef81-3057-9f63-488848c49a26/reddit-is-bearish-on-nio..html" }, { "claim": "Roblox Stock Sinks On Weak Earnings Report", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Roblox Stock Sinks On Weak Earnings Report" }, "source_id": "E1229", "source_type": "earnings", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-31T12:39:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/roblox-stock-sinks-weak-earnings-123950040.html" }, { "claim": "Here Are Friday’s Top Wall Street Analyst Research Calls: Blackstone Mortgage, Boston Scientific, Edison International, Ford, GoDaddy, International Paper, Roblox, Saia, 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: Blackstone Mortgage, Boston Scientific, Edison International, Ford, GoDaddy, International Paper, Roblox, Saia, and More" }, "source_id": "E1230", "source_type": "news", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-31T11:51:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/61b3b765-7a96-3cd2-addf-be66a5ea129d/here-are-friday%E2%80%99s-top-wall.html" }, { "claim": "Roblox Stock Sinks 21% as Weak Earnings Forecast Results in Two Sell Ratings", "confidence": 0.78, "publisher": "Barrons.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Roblox Stock Sinks 21% as Weak Earnings Forecast Results in Two Sell Ratings" }, "source_id": "E1231", "source_type": "earnings", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-31T11:43:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/68ad47f6-7aca-32ad-8bdc-977a0b5dc61d/roblox-stock-sinks-21%25-as.html" }, { "claim": "RBLX Stock Headed For Lowest Level In 21 Months — Wall Street Warns Roblox Platform May Be Entering 'Lifecycle Decline'", "confidence": 0.78, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "RBLX Stock Headed For Lowest Level In 21 Months — Wall Street Warns Roblox Platform May Be Entering 'Lifecycle Decline'" }, "source_id": "E1232", "source_type": "news", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-31T11:40:46+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/0e29b7a2-4434-39ed-b29a-98debd89c2ab/rblx-stock-headed-for-lowest.html" }, { "claim": "SEC 4 filing: 4 2026-07-28", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 4 filing: 4 2026-07-28" }, "source_id": "E1233", "source_type": "sec", "ticker": "RJF", "tier": 1, "timestamp": "2026-07-29T14:49:44+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/720005/000122520826006781/" }, { "claim": "SEC 4 filing: 4 2026-07-27", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 4 filing: 4 2026-07-27" }, "source_id": "E1234", "source_type": "sec", "ticker": "RJF", "tier": 1, "timestamp": "2026-07-28T16:35:57+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/720005/000122520826006757/" }, { "claim": "Argus Research Adjusts Raymond James Financial Price Target to $196 From $178, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Argus Research Adjusts Raymond James Financial Price Target to $196 From $178, Maintains Buy Rating" }, "source_id": "E1235", "source_type": "news", "ticker": "RJF", "tier": 2, "timestamp": "2026-07-30T15:26:29+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/argus-research-adjusts-raymond-james-152629482.html" }, { "claim": "Analyst Report: Raymond James Financial Inc", "confidence": 0.78, "publisher": "Argus Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: Raymond James Financial Inc" }, "source_id": "E1236", "source_type": "news", "ticker": "RJF", "tier": 2, "timestamp": "2026-07-30T11:11:11+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/4c8c548f-b1cf-3d5b-b50a-3e66eed0cdf3/analyst-report%3A-raymond-james.html" }, { "claim": "Raymond James Adds $5.4B Team From Comerica", "confidence": 0.62, "publisher": "Wealth Management", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Raymond James Adds $5.4B Team From Comerica" }, "source_id": "E1237", "source_type": "news", "ticker": "RJF", "tier": 2, "timestamp": "2026-07-30T19:09:51+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/366d5cc4-4248-36ac-92c9-3538bef4a4b0/raymond-james-adds-%245.4b-team.html" }, { "claim": "Raymond James Financial, Inc. (RJF) Now Trades Above Golden Cross: Time to Buy?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Raymond James Financial, Inc. (RJF) Now Trades Above Golden Cross: Time to Buy?" }, "source_id": "E1238", "source_type": "news", "ticker": "RJF", "tier": 2, "timestamp": "2026-07-30T13:55:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/raymond-james-financial-inc-rjf-135501307.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": "E1239", "source_type": "sec", "ticker": "VICI", "tier": 1, "timestamp": "2026-07-29T16:19:38+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1705696/000170569626000090/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-29", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-29" }, "source_id": "E1240", "source_type": "sec", "ticker": "VICI", "tier": 1, "timestamp": "2026-07-29T16:15:25+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1705696/000170569626000088/" }, { "claim": "BNP Paribas Adjusts VICI Properties Price Target to $32 From $34, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BNP Paribas Adjusts VICI Properties Price Target to $32 From $34, Maintains Outperform Rating" }, "source_id": "E1241", "source_type": "news", "ticker": "VICI", "tier": 2, "timestamp": "2026-07-31T13:24:20+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bnp-paribas-adjusts-vici-properties-132420751.html" }, { "claim": "Deutsche Bank Trims VICI Properties Price Target to $30 From $31, Maintains Hold Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Deutsche Bank Trims VICI Properties Price Target to $30 From $31, Maintains Hold Rating" }, "source_id": "E1242", "source_type": "news", "ticker": "VICI", "tier": 2, "timestamp": "2026-07-31T11:15:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/deutsche-bank-trims-vici-properties-111503598.html" }, { "claim": "VICI Properties (VICI) Could Be 21% Undervalued On Q2 Earnings Beat", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "VICI Properties (VICI) Could Be 21% Undervalued On Q2 Earnings Beat" }, "source_id": "E1243", "source_type": "earnings", "ticker": "VICI", "tier": 2, "timestamp": "2026-07-31T01:07:33+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/vici-properties-vici-could-21-010733590.html" }, { "claim": "VICI Properties Inc (VICI) (Q2 2026) Earnings Call Highlights: AFFO Growth, Portfolio ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "VICI Properties Inc (VICI) (Q2 2026) Earnings Call Highlights: AFFO Growth, Portfolio ..." }, "source_id": "E1244", "source_type": "earnings", "ticker": "VICI", "tier": 2, "timestamp": "2026-07-30T23:03:38+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/vici-properties-inc-vici-q2-230338676.html" }, { "claim": "Fed hold leaves Circle’s key profit question unanswered", "confidence": 0.78, "publisher": "TheStreet", "raw_value": { "catalyst_bucket": "earnings", "headline": "Fed hold leaves Circle’s key profit question unanswered" }, "source_id": "E1245", "source_type": "earnings", "ticker": "CRCL", "tier": 2, "timestamp": "2026-07-30T17:47:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/86da2527-349c-3f5e-b763-d3f2d39c5255/fed-hold-leaves-circle%E2%80%99s-key.html" }, { "claim": "Cathie Wood's Ark Invest Sells Bitmine While Adding to Coinbase and Circle Holdings", "confidence": 0.78, "publisher": "decrypt", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Cathie Wood's Ark Invest Sells Bitmine While Adding to Coinbase and Circle Holdings" }, "source_id": "E1246", "source_type": "news", "ticker": "CRCL", "tier": 2, "timestamp": "2026-07-30T16:35:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/ad4105a1-4408-3a7b-bfaf-0cffb1e4e3a5/cathie-wood%27s-ark-invest.html" }, { "claim": "Circle Receives New York Trust Charter for Circle Internet Trust", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Circle Receives New York Trust Charter for Circle Internet Trust" }, "source_id": "E1247", "source_type": "news", "ticker": "CRCL", "tier": 2, "timestamp": "2026-07-31T12:30:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/crypto/articles/circle-receives-york-trust-charter-123016242.html" }, { "claim": "Circle Just Bought IBM’s Blockchain Patent Portfolio. The Real Test Is How It Gets Deployed.", "confidence": 0.62, "publisher": "Barchart", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Circle Just Bought IBM’s Blockchain Patent Portfolio. The Real Test Is How It Gets Deployed." }, "source_id": "E1248", "source_type": "news", "ticker": "CRCL", "tier": 2, "timestamp": "2026-07-30T14:00:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/9a9e805e-6057-38a5-911e-648fb878008b/circle-just-bought-ibm%E2%80%99s.html" }, { "claim": "TechnipFMC Q2 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": "earnings", "headline": "TechnipFMC Q2 Earnings Call Highlights" }, "source_id": "E1249", "source_type": "earnings", "ticker": "FTI", "tier": 2, "timestamp": "2026-07-31T09:04:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/3a9ef4c9-dd38-3b13-8b43-60b08445eb45/technipfmc-q2-earnings-call.html" }, { "claim": "TechnipFMC PLC (FTI) (Q2 2026) Earnings Call Highlights: Record Subsea Margins and Raised ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "TechnipFMC PLC (FTI) (Q2 2026) Earnings Call 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"url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026049923/" }, { "claim": "Mizuho Adjusts Price Target on IQVIA Holdings to $275 From $230, Maintains Outperform Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Mizuho Adjusts Price Target on IQVIA Holdings to $275 From $230, Maintains Outperform Rating" }, "source_id": "E1255", "source_type": "news", "ticker": "IQV", "tier": 2, "timestamp": "2026-07-30T15:28:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/mizuho-adjusts-price-target-iqvia-152800565.html" }, { "claim": "IQVIA (IQV) Stock Sees Modest Fair Value Lift After Mixed Analyst Target Changes", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "analyst", "headline": "IQVIA (IQV) Stock Sees Modest Fair Value Lift After Mixed Analyst Target Changes" }, "source_id": "E1256", "source_type": "news", "ticker": "IQV", "tier": 2, "timestamp": "2026-07-29T23:11:22+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/iqvia-iqv-stock-sees-modest-231122190.html" }, { "claim": "Analyst Report: IQVIA Holdings Inc.", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: IQVIA Holdings Inc." }, "source_id": "E1257", "source_type": "news", "ticker": "IQV", "tier": 2, "timestamp": "2026-07-29T17:10:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/dfcf0a00-b9c0-397c-974c-21207d4dafc7/analyst-report%3A-iqvia.html" }, { "claim": "IQVIA has Favorable Setup for Margin Expansion Into 2027, RBC Says", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "IQVIA has Favorable Setup for Margin Expansion Into 2027, RBC Says" }, "source_id": "E1258", "source_type": "earnings", "ticker": "IQV", "tier": 2, "timestamp": "2026-07-29T15:59:27+00:00", 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"url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1659166/000165916626000033/" }, { "claim": "Truist Lifts Price Target on Fortive to $68 From $67, Keeps Hold Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Truist Lifts Price Target on Fortive to $68 From $67, Keeps Hold Rating" }, "source_id": "E1513", "source_type": "earnings", "ticker": "FTV", "tier": 2, "timestamp": "2026-07-30T11:15:38+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/truist-lifts-price-target-fortive-111538035.html" }, { "claim": "How Investors May Respond To Fortive (FTV) Earnings Beat, Buybacks And Higher Full‑Year EPS Outlook", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "How Investors May Respond To Fortive (FTV) Earnings Beat, Buybacks And Higher Full‑Year EPS Outlook" }, "source_id": "E1514", "source_type": "earnings", "ticker": 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"url_or_provider_ref": "https://finance.yahoo.com/media-advertising/articles/nflx-vs-roku-ad-supported-151900934.html" }, { "claim": "BMO Capital Upgrades Nextpower to Outperform From Market Perform, Price Target is $132", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BMO Capital Upgrades Nextpower to Outperform From Market Perform, Price Target is $132" }, "source_id": "E1519", "source_type": "news", "ticker": "NXT", "tier": 2, "timestamp": "2026-07-31T11:10:14+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bmo-capital-upgrades-nextpower-outperform-111014735.html" }, { "claim": "Analyst Report: Nextpower Inc.", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: Nextpower Inc." }, "source_id": "E1520", "source_type": "news", "ticker": "NXT", "tier": 2, "timestamp": "2026-07-31T06:37:28+00:00", 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"claim": "BNP Paribas Adjusts Lennox International Price Target to $450 From $545, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "BNP Paribas Adjusts Lennox International Price Target to $450 From $545, Maintains Neutral Rating" }, "source_id": "E1525", "source_type": "news", "ticker": "LII", "tier": 2, "timestamp": "2026-07-31T13:26:41+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bnp-paribas-adjusts-lennox-international-132641797.html" }, { "claim": "Lennox International (LII) Is Down 22.4% After Cutting 2026 EPS Guidance Amid Residential Weakness – Has The Bull Case Changed?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Lennox International (LII) Is Down 22.4% After Cutting 2026 EPS Guidance Amid Residential Weakness – Has The Bull Case Changed?" }, "source_id": "E1526", "source_type": 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Is It Time to Buy IREN for a Catch-Up Trade?" }, "source_id": "E1532", "source_type": "news", "ticker": "IREN", "tier": 2, "timestamp": "2026-07-30T18:20:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d971fe5f-995c-3884-a827-60dd28ed7d7f/terawulf-and-cipher-digital.html" }, { "claim": "PENN Entertainment (PENN) Earnings Expected to Grow: Should You Buy?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "PENN Entertainment (PENN) Earnings Expected to Grow: Should You Buy?" }, "source_id": "E1533", "source_type": "earnings", "ticker": "FLUT", "tier": 2, "timestamp": "2026-07-30T14:00:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/penn-entertainment-penn-earnings-expected-140035522.html" }, { "claim": "Analysts Estimate Flutter Entertainment (FLUT) to Report a Decline in Earnings: What to Look Out for", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Analysts Estimate Flutter Entertainment (FLUT) to Report a Decline in Earnings: What to Look Out for" }, "source_id": "E1534", "source_type": "earnings", "ticker": "FLUT", "tier": 2, "timestamp": "2026-07-29T14:00:39+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/analysts-estimate-flutter-entertainment-flut-140039680.html" }, { "claim": "Flutter Q2 Likely to Show Some Top-Line Noise, Wedbush Says", "confidence": 0.62, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Flutter Q2 Likely to Show Some Top-Line Noise, Wedbush Says" }, "source_id": "E1535", "source_type": "news", "ticker": "FLUT", "tier": 2, "timestamp": "2026-07-30T16:02:22+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/flutter-q2-likely-show-top-160222540.html" }, { "claim": "PENN vs. FLUT: Which Stock Is the Better Value Option?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "PENN vs. FLUT: Which Stock Is the Better Value Option?" }, "source_id": "E1536", "source_type": "news", "ticker": "FLUT", "tier": 2, "timestamp": "2026-07-30T15:40:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/penn-vs-flut-stock-better-154001750.html" }, { "claim": "DICK'S Sporting Goods (DKS) Stock Looks Fairly Valued With Strong Returns But Weak Broader Checks", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "DICK'S Sporting Goods (DKS) Stock Looks Fairly Valued With Strong Returns But Weak Broader Checks" }, "source_id": "E1537", "source_type": "news", "ticker": "DKS", "tier": 2, "timestamp": "2026-07-29T17:08:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/dicks-sporting-goods-dks-stock-170819857.html" }, { "claim": "Dick's Sporting Goods (DKS) Outpaces Stock Market Gains: What You Should Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Dick's Sporting Goods (DKS) Outpaces Stock Market Gains: What You Should Know" }, "source_id": "E1538", "source_type": "news", "ticker": "DKS", "tier": 2, "timestamp": "2026-07-28T22:00:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/dicks-sporting-goods-dks-outpaces-220004148.html" }, { "claim": "Li Auto Inc. 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(SKM) Stock?" }, "source_id": "E1654", "source_type": "news", "ticker": "SKM", "tier": 2, "timestamp": "2026-07-29T13:40:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/value-investors-buy-sk-telecom-134004191.html" }, { "claim": "Carlisle Companies (CSL) Earnings Beat Puts Fair Value Back In Focus", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Carlisle Companies (CSL) Earnings Beat Puts Fair Value Back In Focus" }, "source_id": "E1655", "source_type": "earnings", "ticker": "CSL", "tier": 2, "timestamp": "2026-07-30T23:13:29+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/carlisle-companies-csl-earnings-beat-231329702.html" }, { "claim": "Is Carlisle’s Strong Q2 and Higher Guidance Reshaping the Reroofing Investment Case For Carlisle (CSL)?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Is Carlisle’s Strong Q2 and Higher Guidance Reshaping the Reroofing Investment Case For Carlisle (CSL)?" }, "source_id": "E1656", "source_type": "earnings", "ticker": "CSL", "tier": 2, "timestamp": "2026-07-30T20:08:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/carlisle-strong-q2-higher-guidance-200812448.html" }, { "claim": "Carlisle Companies Publishes 2025 Corporate Sustainability Report", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Carlisle Companies Publishes 2025 Corporate Sustainability Report" }, "source_id": "E1657", "source_type": "news", "ticker": "CSL", "tier": 2, "timestamp": "2026-07-31T13:25:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/carlisle-companies-publishes-2025-corporate-132500785.html" }, { "claim": "Why Are Carlisle (CSL) Shares Soaring Today", "confidence": 0.62, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why Are Carlisle (CSL) Shares Soaring Today" }, "source_id": "E1658", "source_type": "news", "ticker": "CSL", "tier": 2, "timestamp": "2026-07-31T00:13:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-carlisle-csl-shares-soaring-001302635.html" }, { "claim": "Is Modine Manufacturing (MOD) A Bargain After Strong Earnings And Higher Sales Guidance?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Is Modine Manufacturing (MOD) A Bargain After Strong Earnings And Higher Sales Guidance?" }, "source_id": "E1659", "source_type": "earnings", "ticker": "MOD", "tier": 2, "timestamp": "2026-07-30T20:08:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/modine-manufacturing-mod-bargain-strong-200809720.html" }, { "claim": "Why Modine Manufacturing (MOD) Is Down 28.7% After Hiking Its Fiscal 2027 Net Sales Outlook", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Why Modine Manufacturing (MOD) Is Down 28.7% After Hiking Its Fiscal 2027 Net Sales Outlook" }, "source_id": "E1660", "source_type": "earnings", "ticker": "MOD", "tier": 2, "timestamp": "2026-07-30T18:09:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-modine-manufacturing-mod-down-180919623.html" }, { "claim": "Modine (MOD) Q1 Earnings Top Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Modine (MOD) Q1 Earnings Top Estimates" }, "source_id": "E1661", "source_type": "earnings", "ticker": "MOD", "tier": 2, "timestamp": "2026-07-29T22:25:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/modine-mod-q1-earnings-top-222512786.html" }, { "claim": "Modine (MOD) Stock Looks Discounted Relative To Fair Value", "confidence": 0.62, 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Is The Pullback A Buying Opportunity?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Applied Optoelectronics (AAOI) Faces A Valuation Split, Is The Pullback A Buying Opportunity?" }, "source_id": "E1664", "source_type": "news", "ticker": "AAOI", "tier": 2, "timestamp": "2026-07-29T06:08:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/applied-optoelectronics-aaoi-faces-valuation-060808946.html" }, { "claim": "Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree", "confidence": 0.62, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree" }, "source_id": "E1665", "source_type": "news", "ticker": "AAOI", "tier": 2, "timestamp": "2026-07-28T16:15:54+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d8f866bf-152c-3a33-b407-0d835dd68abd/coherent-sinks-11%25%2C-applied.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": "E1666", "source_type": "sec", "ticker": "MAS", "tier": 1, "timestamp": "2026-07-29T07:03:47+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/62996/000006299626000027/" }, { "claim": "SEC 8-K filing: 8-K 2026-07-29", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-29" }, "source_id": "E1667", "source_type": "sec", "ticker": "MAS", "tier": 1, "timestamp": "2026-07-29T07:01:48+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/62996/000006299626000026/" }, { "claim": "Is Masco (MAS) Undervalued As Higher EPS Guidance Offsets A Revenue Miss?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Is Masco (MAS) Undervalued As Higher EPS Guidance Offsets A Revenue Miss?" }, "source_id": "E1668", "source_type": "earnings", "ticker": "MAS", "tier": 2, "timestamp": "2026-07-30T23:11:39+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/masco-mas-undervalued-higher-eps-231139545.html" }, { "claim": "MAS Q2 Deep Dive: Revenue Misses Estimates but Profitability Benefits from Tariff Refunds", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "MAS Q2 Deep Dive: Revenue Misses Estimates but Profitability Benefits from Tariff Refunds" }, "source_id": "E1669", "source_type": "earnings", "ticker": "MAS", "tier": 2, "timestamp": "2026-07-30T18:53:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/mas-q2-deep-dive-revenue-185302535.html" }, { "claim": "Citigroup Adjusts Masco Price Target to $77 From $79, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Citigroup Adjusts Masco Price Target to $77 From $79, Maintains Neutral Rating" }, "source_id": "E1670", "source_type": "news", "ticker": "MAS", "tier": 2, "timestamp": "2026-07-30T15:13:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/citigroup-adjusts-masco-price-target-151316696.html" }, { "claim": "Masco (MAS) Appoints Its First Chief Marketing Officer To Push Brand Growth", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Masco (MAS) Appoints Its First Chief Marketing Officer To Push Brand Growth" }, "source_id": "E1671", "source_type": "news", "ticker": "MAS", "tier": 2, "timestamp": "2026-07-30T21:08:31+00:00", "url_or_provider_ref": 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Wall Street Couldn’t Disagree More.", "confidence": 0.62, "publisher": "24/7 Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Reddit Is Bearish on Nio. Wall Street Couldn’t Disagree More." }, "source_id": "E1672", "source_type": "news", "ticker": "NIO", "tier": 2, "timestamp": "2026-07-31T12:05:24+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/e4f26fc2-ef81-3057-9f63-488848c49a26/reddit-is-bearish-on-nio..html" }, { "claim": "NIO Inc. (NIO) Laps the Stock Market: Here's Why", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "NIO Inc. 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Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Neurocrine Biosciences, Inc. 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"source_id": "E1699", "source_type": "news", "ticker": "OKTA", "tier": 2, "timestamp": "2026-07-30T19:53:59+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/articles/okta-buy-permiso-security-expand-195359827.html" }, { "claim": "Okta buys AI security startup Permiso — source says for about $200M", "confidence": 0.78, "publisher": "TechCrunch", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Okta buys AI security startup Permiso — source says for about $200M" }, "source_id": "E1700", "source_type": "news", "ticker": "OKTA", "tier": 2, "timestamp": "2026-07-30T16:09:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/okta-buys-ai-security-startup-160942099.html" }, { "claim": "Okta (OKTA) Rises Higher Than Market: Key Facts", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Okta (OKTA) Rises Higher Than Market: Key Facts" }, "source_id": "E1701", "source_type": "news", "ticker": "OKTA", "tier": 2, "timestamp": "2026-07-30T21:50:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/okta-okta-rises-higher-market-215003560.html" }, { "claim": "Do Options Traders Know Something About Advanced Energy Stock We Don't?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Do Options Traders Know Something About Advanced Energy Stock We Don't?" }, "source_id": "E1702", "source_type": "news", "ticker": "AEIS", "tier": 2, "timestamp": "2026-07-30T13:53:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/options/articles/options-traders-know-something-advanced-135300842.html" }, { "claim": "Corebridge Financial, Equitable Stockholders Approve Merger", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "mna", "headline": "Corebridge Financial, Equitable Stockholders Approve Merger" }, "source_id": "E1703", "source_type": "news", "ticker": "CRBG", "tier": 2, "timestamp": "2026-07-30T17:17:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/corebridge-financial-equitable-stockholders-approve-171703424.html" }, { "claim": "Corebridge Financial and Equitable Holdings Stockholders Approve Merger", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "mna", "headline": "Corebridge Financial and Equitable Holdings Stockholders Approve Merger" }, "source_id": "E1704", "source_type": "news", "ticker": "CRBG", "tier": 2, "timestamp": "2026-07-30T17:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/corebridge-financial-equitable-holdings-stockholders-170000682.html" }, { "claim": "Analysts Estimate Corebridge Financial (CRBG) to Report a Decline in Earnings: What to Look Out for", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Analysts Estimate 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Holdings Ltd. Announces Quarterly Dividend and Renewal of Share Repurchase Program", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "earnings", "headline": "RenaissanceRe Holdings Ltd. 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"source_id": "E1730", "source_type": "earnings", "ticker": "HUBS", "tier": 2, "timestamp": "2026-07-30T16:29:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/healthy-revenue-growth-boost-hubspots-162900926.html" }, { "claim": "Analyst Report: HubSpot, Inc.", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: HubSpot, Inc." }, "source_id": "E1731", "source_type": "news", "ticker": "HUBS", "tier": 2, "timestamp": "2026-07-29T23:17:48+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/1d58f9ea-3c10-32fc-bb10-798c83adcd1c/analyst-report%3A-hubspot%2C-inc..html" }, { "claim": "The Zacks Analyst Blog Highlights Five Below, Casey's General Stores, Maplebear and Target", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "analyst", "headline": "The Zacks Analyst Blog Highlights Five Below, Casey's General Stores, Maplebear and Target" }, "source_id": "E1732", "source_type": "news", "ticker": "FIVE", "tier": 2, "timestamp": "2026-07-30T09:26:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-five-092600575.html" }, { "claim": "Five Below and Whirlpool have been highlighted as Zacks Bull and Bear of the Day", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Five Below and Whirlpool have been highlighted as Zacks Bull and Bear of the Day" }, "source_id": "E1733", "source_type": "news", "ticker": "FIVE", "tier": 2, "timestamp": "2026-07-30T12:48:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/five-below-whirlpool-highlighted-zacks-124800860.html" }, { "claim": "Bull of the Day: Five Below (FIVE)", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Bull of the Day: Five Below (FIVE)" }, "source_id": "E1734", "source_type": "news", "ticker": "FIVE", "tier": 2, "timestamp": "2026-07-30T09:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bull-day-five-below-five-090000321.html" }, { "claim": "Here is Why Growth Investors Should Buy Five Below (FIVE) Now", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here is Why Growth Investors Should Buy Five Below (FIVE) Now" }, "source_id": "E1735", "source_type": "news", "ticker": "FIVE", "tier": 2, "timestamp": "2026-07-29T16:45:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/why-growth-investors-buy-five-164504559.html" }, { "claim": "Should You Add VIAV Stock to Your Portfolio Ahead of Q4 Earnings?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Should You Add VIAV Stock to Your Portfolio Ahead of Q4 Earnings?" }, "source_id": "E1736", "source_type": "earnings", "ticker": "VIAV", "tier": 2, "timestamp": "2026-07-30T16:28:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/add-viav-stock-portfolio-ahead-162800610.html" }, { "claim": "Citigroup Adjusts Avery Dennison Price Target to $186 From $184, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Citigroup Adjusts Avery Dennison Price Target to $186 From $184, Maintains Neutral Rating" }, "source_id": "E1737", "source_type": "news", "ticker": "AVY", "tier": 2, "timestamp": "2026-07-31T13:11:16+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/citigroup-adjusts-avery-dennison-price-131116311.html" }, { "claim": "JPMorgan Adjusts Avery Dennison Price Target to $190 From $185, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "JPMorgan Adjusts Avery Dennison Price 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(U) Earnings Expected to Grow: Should You Buy?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Unity Software Inc. (U) Earnings Expected to Grow: Should You Buy?" }, "source_id": "E1772", "source_type": "earnings", "ticker": "U", "tier": 2, "timestamp": "2026-07-30T14:00:09+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/unity-software-inc-u-earnings-140009579.html" }, { "claim": "Is Trending Stock Unity Software Inc. (U) a Buy Now?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Is Trending Stock Unity Software Inc. (U) a Buy Now?" }, "source_id": "E1773", "source_type": "news", "ticker": "U", "tier": 2, "timestamp": "2026-07-30T13:00:08+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/trending-stock-unity-software-inc-130008433.html" }, { "claim": "Unity Software Inc. (U) Just Overtook the 200-Day Moving Average", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Unity Software Inc. (U) Just Overtook the 200-Day Moving Average" }, "source_id": "E1774", "source_type": "news", "ticker": "U", "tier": 2, "timestamp": "2026-07-29T13:30:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/unity-software-inc-u-just-133002308.html" }, { "claim": "Unity Software Inc. (U) Recently Broke Out Above the 20-Day Moving Average", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Unity Software Inc. (U) Recently Broke Out Above the 20-Day Moving Average" }, "source_id": "E1775", "source_type": "news", "ticker": "U", "tier": 2, "timestamp": "2026-07-28T13:35:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/unity-software-inc-u-recently-133502541.html" }, { "claim": "Should Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) Be on Your Investing Radar?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Should Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) Be on Your Investing Radar?" }, "source_id": "E1776", "source_type": "news", "ticker": "IVZ", "tier": 2, "timestamp": "2026-07-31T10:20:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/invesco-russell-1000-dynamic-multifactor-102002539.html" }, { "claim": "Are Investors Undervaluing Invesco (IVZ) Right Now?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Are Investors Undervaluing Invesco (IVZ) Right Now?" }, "source_id": "E1777", "source_type": "news", "ticker": "IVZ", "tier": 2, "timestamp": "2026-07-30T13:40:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/investors-undervaluing-invesco-ivz-now-134002483.html" }, { "claim": "Buy These 3 Top-Ranked Invesco Mutual Funds Poised for Growth", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Buy These 3 Top-Ranked Invesco Mutual Funds Poised for Growth" }, "source_id": "E1778", "source_type": "news", "ticker": "IVZ", "tier": 2, "timestamp": "2026-07-30T10:34:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/buy-3-top-ranked-invesco-103400017.html" }, { "claim": "Guidewire Software and monday.com Stocks Trade Up, What You Need To Know", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "geopolitics", "headline": "Guidewire Software and monday.com Stocks Trade Up, What You Need To Know" }, "source_id": "E1779", "source_type": "news", "ticker": "GWRE", "tier": 2, "timestamp": "2026-07-29T10:21:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/guidewire-software-monday-com-stocks-102102826.html" }, { "claim": "OKLO vs. Bloom Energy: Only One Clean Energy Stock Is a Buy", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "OKLO vs. Bloom Energy: Only One Clean Energy Stock Is a Buy" }, "source_id": "E1780", "source_type": "news", "ticker": "OKLO", "tier": 2, "timestamp": "2026-07-31T12:07:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/energy/articles/oklo-vs-bloom-energy-only-120700868.html" }, { "claim": "Oklo vs. NuScale: Which One Actually Has Paying Customers Lined Up?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Oklo vs. NuScale: Which One Actually Has Paying Customers Lined Up?" }, "source_id": "E1781", "source_type": "news", "ticker": "OKLO", "tier": 2, "timestamp": "2026-07-30T22:25:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/ed730cac-31f6-3397-90d0-e98682ae2e56/oklo-vs.-nuscale%3A-which-one.html" }, { "claim": "Oklo vs. Plug Power: Which Utilities Stock Is a Better Buy in 2026?", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Oklo vs. Plug Power: Which Utilities Stock Is a Better Buy in 2026?" }, "source_id": "E1782", "source_type": "news", "ticker": "OKLO", "tier": 2, "timestamp": "2026-07-29T21:37:18+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/c51d03a7-54bf-36fd-8292-b8e833085e7c/oklo-vs.-plug-power%3A-which.html" }, { "claim": "Oklo Is Down Over 75% From Its High. It's Still Not the Best Nuclear Stock to Buy.", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Oklo Is Down Over 75% From Its High. It's Still Not the Best Nuclear Stock to Buy." }, "source_id": "E1783", "source_type": "news", "ticker": "OKLO", "tier": 2, "timestamp": "2026-07-29T17:05:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d3e06553-946a-353a-a7ca-8ae2775b0dec/oklo-is-down-over-75%25-from.html" }, { "claim": "Assurant Set to Report Q2 Earnings: What's in the Cards?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Assurant Set to Report Q2 Earnings: What's in the Cards?" }, "source_id": "E1784", "source_type": "earnings", "ticker": "AIZ", "tier": 2, "timestamp": "2026-07-30T15:24:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/assurant-set-report-q2-earnings-152400221.html" }, { "claim": "Webster Financial Corporation Declares Common and Preferred Dividends", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Webster Financial Corporation Declares Common and Preferred Dividends" }, "source_id": "E1785", "source_type": "news", "ticker": "WBS", "tier": 2, "timestamp": "2026-07-29T20:15:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/webster-financial-corporation-declares-common-201500888.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-30" }, "source_id": "E1786", "source_type": "sec", "ticker": "GDDY", "tier": 1, "timestamp": "2026-07-30T16:10:41+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/1609711/000160971126000087/" }, { "claim": "Evercore ISI Adjusts GoDaddy Price Target to $85 From $95, Maintains In Line Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Evercore ISI Adjusts GoDaddy Price Target to $85 From $95, Maintains In Line Rating" }, "source_id": "E1787", "source_type": "news", "ticker": "GDDY", "tier": 2, "timestamp": "2026-07-31T13:16:47+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/evercore-isi-adjusts-godaddy-price-131647792.html" }, { "claim": "Benchmark Company Adjusts GoDaddy Price Target to $140 From $185, Maintains Buy Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Benchmark Company Adjusts GoDaddy Price Target to $140 From $185, Maintains Buy Rating" }, "source_id": "E1788", "source_type": "news", "ticker": "GDDY", "tier": 2, "timestamp": "2026-07-31T12:27:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/benchmark-company-adjusts-godaddy-price-122732697.html" }, { "claim": "Wells Fargo Adjusts GoDaddy Price Target to $80 From $83, Maintains Equal Weight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Wells Fargo Adjusts GoDaddy Price Target to $80 From $83, Maintains Equal Weight Rating" }, "source_id": "E1789", "source_type": "news", "ticker": "GDDY", "tier": 2, "timestamp": "2026-07-31T12:26:59+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/wells-fargo-adjusts-godaddy-price-122659042.html" }, { "claim": "Piper Sandler Adjusts GoDaddy Price Target to $95 From $93, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "Piper Sandler Adjusts GoDaddy Price Target to $95 From $93, Maintains Neutral Rating" }, "source_id": "E1790", "source_type": "news", "ticker": "GDDY", "tier": 2, "timestamp": "2026-07-31T12:26:44+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/piper-sandler-adjusts-godaddy-price-122644404.html" }, { "claim": "Hecla Reports Excellent Q2 2026 Exploration Results at Keno Hill, New Veins Discovered at Midas, and Positive 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"https://finance.yahoo.com/markets/stocks/articles/ubs-raises-price-target-tfi-141616097.html" }, { "claim": "TFI International Price Target Raised to $171 at RBC", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "TFI International Price Target Raised to $171 at RBC" }, "source_id": "E1793", "source_type": "news", "ticker": "TFII", "tier": 2, "timestamp": "2026-07-28T11:45:25+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/tfi-international-price-target-raised-114525406.html" }, { "claim": "TFI boosts profits, navigates jump in TForce Freight volume", "confidence": 0.78, "publisher": "Trucking Dive", "raw_value": { "catalyst_bucket": "earnings", "headline": "TFI boosts profits, navigates jump in TForce Freight volume" }, "source_id": "E1794", "source_type": "earnings", "ticker": "TFII", "tier": 2, "timestamp": "2026-07-28T11:41:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/7be1fe31-2ea1-3823-a0fa-18bf459946a1/tfi-boosts-profits%2C-navigates.html" }, { "claim": "Tale of 2 segments at TFI: LTL steady, Truckload soaring", "confidence": 0.62, "publisher": "FreightWaves", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Tale of 2 segments at TFI: LTL steady, Truckload soaring" }, "source_id": "E1795", "source_type": "news", "ticker": "TFII", "tier": 2, "timestamp": "2026-07-28T13:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/tale-2-segments-tfi-ltl-130000983.html" }, { "claim": "Dr Reddy's Laboratories Ltd (RDY) Q1 2027 Earnings Call Highlights: Navigating Challenges and ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Dr Reddy's Laboratories Ltd (RDY) Q1 2027 Earnings Call Highlights: Navigating Challenges and ..." }, "source_id": "E1796", "source_type": "earnings", "ticker": "RDY", "tier": 2, "timestamp": "2026-07-28T01:01:34+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/dr-reddys-laboratories-ltd-rdy-010134110.html" }, { "claim": "SCI Q2 Deep Dive: Preneed Cemetery Momentum and Margin Improvements Set Tone for 2026", "confidence": 0.78, "publisher": "StockStory", "raw_value": { "catalyst_bucket": "earnings", "headline": "SCI Q2 Deep Dive: Preneed Cemetery Momentum and Margin Improvements Set Tone for 2026" }, "source_id": "E1797", "source_type": "earnings", "ticker": "SCI", "tier": 2, "timestamp": "2026-07-31T10:07:35+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/sci-q2-deep-dive-preneed-100735901.html" }, { "claim": "Service Corporation Q2 Earnings Beat Estimates, Revenues Rise 4% Y/Y", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Service Corporation Q2 Earnings Beat Estimates, Revenues Rise 4% Y/Y" }, "source_id": "E1798", "source_type": "earnings", "ticker": "SCI", "tier": 2, "timestamp": "2026-07-30T15:12:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/corporation-q2-earnings-beat-estimates-151200089.html" }, { "claim": "Service Corporation International Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Service Corporation International Q2 2026 Earnings Call Summary" }, "source_id": "E1799", "source_type": "earnings", "ticker": "SCI", "tier": 2, "timestamp": "2026-07-30T12:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/8582e545-40cd-34b9-9d9f-33e95b113b3c/service-corporation.html" }, { "claim": "Service Corp. (SCI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Service Corp. (SCI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates" }, "source_id": "E1800", "source_type": "earnings", "ticker": "SCI", "tier": 2, "timestamp": "2026-07-30T01:00:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/corp-sci-q2-earnings-taking-010001225.html" }, { "claim": "Earnings Preview: Primoris Services (PRIM) Q2 Earnings Expected to Decline", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Earnings Preview: Primoris Services (PRIM) Q2 Earnings Expected to Decline" }, "source_id": "E1801", "source_type": "earnings", "ticker": "PRIM", "tier": 2, "timestamp": "2026-07-28T14:00:30+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/earnings-preview-primoris-services-prim-140030937.html" }, { "claim": "Coeur Mining (CDE) Reports Next Week: Wall Street Expects Earnings Growth", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Coeur Mining (CDE) Reports Next Week: Wall Street Expects Earnings Growth" }, "source_id": "E1802", "source_type": "earnings", "ticker": "CDE", "tier": 2, "timestamp": "2026-07-29T14:00:19+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/coeur-mining-cde-reports-next-140019457.html" }, { "claim": "SEC 8-K filing: 8-K 2026-07-30", "confidence": 0.92, "publisher": "SEC EDGAR", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "SEC 8-K filing: 8-K 2026-07-30" }, "source_id": "E1803", "source_type": "sec", "ticker": "CPT", "tier": 1, "timestamp": "2026-07-30T16:26:21+00:00", "url_or_provider_ref": "https://www.sec.gov/Archives/edgar/data/906345/000162828026051083/" }, { "claim": "Camden (CPT) Q2 FFO and Revenues Beat Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Camden (CPT) Q2 FFO and Revenues Beat Estimates" }, "source_id": "E1804", "source_type": "earnings", "ticker": "CPT", "tier": 2, "timestamp": "2026-07-30T22:00:06+00:00", "url_or_provider_ref": "https://finance.yahoo.com/real-estate/articles/camden-cpt-q2-ffo-revenues-220006484.html" }, { "claim": "Here's What Key Metrics Tell Us About Camden (CPT) Q2 Earnings", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Here's What Key Metrics Tell Us About Camden (CPT) Q2 Earnings" }, "source_id": "E1805", "source_type": "earnings", "ticker": "CPT", "tier": 2, "timestamp": "2026-07-30T22:00:01+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/heres-key-metrics-tell-us-220001475.html" }, { "claim": "Camden Property Trust Q2 Core FFO, Revenue Fall; Revises 2026 Outlook", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "Camden Property Trust Q2 Core FFO, Revenue Fall; Revises 2026 Outlook" }, "source_id": "E1806", "source_type": "earnings", "ticker": "CPT", "tier": 2, "timestamp": "2026-07-30T21:12:55+00:00", "url_or_provider_ref": "https://finance.yahoo.com/real-estate/articles/camden-property-trust-q2-core-211255217.html" }, { "claim": "Camden: Q2 Earnings Snapshot", "confidence": 0.78, "publisher": "Associated Press", "raw_value": { "catalyst_bucket": "earnings", "headline": "Camden: Q2 Earnings Snapshot" }, "source_id": "E1807", "source_type": "earnings", "ticker": "CPT", "tier": 2, "timestamp": "2026-07-30T20:23:34+00:00", "url_or_provider_ref": "https://finance.yahoo.com/real-estate/articles/camden-q2-earnings-snapshot-202334092.html" }, { "claim": "Equinox Gold Completes Merger With Orla Mining", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "mna", "headline": "Equinox Gold Completes Merger With Orla Mining" }, "source_id": "E1808", "source_type": "news", "ticker": "EQX", "tier": 2, "timestamp": "2026-07-31T10:01:12+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/equinox-gold-completes-merger-orla-100112804.html" }, { "claim": "Equinox Gold, Orla Mining Complete Merger", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "mna", "headline": "Equinox Gold, Orla Mining Complete Merger" }, "source_id": "E1809", "source_type": "news", "ticker": "EQX", "tier": 2, "timestamp": "2026-07-31T09:31:39+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/equinox-gold-orla-mining-complete-093139346.html" }, { "claim": "Equinox Gold and Orla Mining Complete Business Combination, Creating North America’s New Senior Gold Producer", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Equinox Gold and Orla Mining Complete Business Combination, Creating North America’s New Senior Gold Producer" }, "source_id": "E1810", "source_type": "news", "ticker": "EQX", "tier": 2, "timestamp": "2026-07-31T07:05:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/commodities/articles/equinox-gold-orla-mining-complete-070500316.html" }, { "claim": "NEM vs. EQX: Which Gold Mining Stock Is a Better Pick Now?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "NEM vs. EQX: Which Gold Mining Stock Is a Better Pick Now?" }, "source_id": "E1811", "source_type": "news", "ticker": "EQX", "tier": 2, "timestamp": "2026-07-30T12:48:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/commodities/articles/nem-vs-eqx-gold-mining-124800867.html" }, { "claim": "Virtu Financial, Inc. Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Virtu Financial, Inc. Q2 2026 Earnings Call Summary" }, "source_id": "E1812", "source_type": "earnings", "ticker": "VIRT", "tier": 2, "timestamp": "2026-07-30T21:17:25+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/b2f9fb4e-08f1-36f3-9627-0c313c188805/virtu-financial%2C-inc.-q2-2026.html" }, { "claim": "Virtu Financial Inc (VIRT) (Q2 2026) Earnings Call Highlights: Record Adjusted Net Trading ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Virtu Financial Inc (VIRT) (Q2 2026) Earnings Call Highlights: Record Adjusted Net Trading ..." }, "source_id": "E1813", "source_type": "earnings", "ticker": "VIRT", "tier": 2, "timestamp": "2026-07-30T19:00:29+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/virtu-financial-inc-virt-q2-190029351.html" }, { "claim": "Virtu Financial (VIRT) Beats Q2 Earnings and Revenue Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Virtu Financial (VIRT) Beats Q2 Earnings and Revenue Estimates" }, "source_id": "E1814", "source_type": "earnings", "ticker": "VIRT", "tier": 2, "timestamp": "2026-07-30T11:20:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/virtu-financial-virt-beats-q2-112002437.html" }, { "claim": "Virtu Financial: Q2 Earnings Snapshot", "confidence": 0.78, "publisher": "Associated Press", "raw_value": { "catalyst_bucket": "earnings", "headline": "Virtu Financial: Q2 Earnings Snapshot" }, "source_id": "E1815", "source_type": "earnings", "ticker": "VIRT", "tier": 2, "timestamp": "2026-07-30T10:16:14+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/virtu-financial-q2-earnings-snapshot-101614872.html" }, { "claim": "Stantec Joint Venture Wins $150 Million Contract From US Army Corps of Engineers", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "contract_order", "headline": 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Coinbase and Circle Holdings", "confidence": 0.78, "publisher": "decrypt", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Cathie Wood's Ark Invest Sells Bitmine While Adding to Coinbase and Circle Holdings" }, "source_id": "E1818", "source_type": "news", "ticker": "BMNR", "tier": 2, "timestamp": "2026-07-30T16:35:26+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/ad4105a1-4408-3a7b-bfaf-0cffb1e4e3a5/cathie-wood%27s-ark-invest.html" }, { "claim": "Bitmine Immersion Technologies (BMNR) Stock Could Be A Bargain On Book Value But Weak On Broader Checks", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Bitmine Immersion Technologies (BMNR) Stock Could Be A Bargain On Book Value But Weak On Broader Checks" }, "source_id": "E1819", "source_type": "news", "ticker": "BMNR", "tier": 2, "timestamp": "2026-07-29T09:07:50+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/bitmine-immersion-technologies-bmnr-stock-090750166.html" }, { "claim": "Bitmine Immersion Technologies (BMNR) Backs Tom Lee’s Ethereum Infrastructure Bet On Lighter", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Bitmine Immersion Technologies (BMNR) Backs Tom Lee’s Ethereum Infrastructure Bet On Lighter" }, "source_id": "E1820", "source_type": "news", "ticker": "BMNR", "tier": 2, "timestamp": "2026-07-29T05:07:34+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/crypto/articles/bitmine-immersion-technologies-bmnr-backs-050734120.html" }, { "claim": "Cathie Wood's Ark Trims BMNR Stock Exposure Despite Calling Its Ethereum Strategy ‘Exponential’ – Sells BLSH, HOOD, XYZ Shares Too", "confidence": 0.62, "publisher": "Stocktwits", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Cathie Wood's Ark Trims BMNR Stock Exposure Despite Calling Its Ethereum Strategy ‘Exponential’ – Sells BLSH, HOOD, XYZ Shares Too" }, "source_id": "E1821", "source_type": "news", "ticker": "BMNR", "tier": 2, "timestamp": "2026-07-30T11:10:17+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/4ce941f0-19af-37aa-8317-5e09e7cf641a/cathie-wood%27s-ark-trims-bmnr.html" }, { "claim": "UBS Adjusts Houlihan Lokey Price Target to $147 From $161, Maintains Neutral Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "analyst", "headline": "UBS Adjusts Houlihan Lokey Price Target to $147 From $161, Maintains Neutral Rating" }, "source_id": "E1822", "source_type": "news", "ticker": "HLI", "tier": 2, "timestamp": "2026-07-30T13:05:52+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/ubs-adjusts-houlihan-lokey-price-130552530.html" }, { "claim": "Houlihan Lokey Q1 Earnings Call Highlights", "confidence": 0.78, "publisher": "MarketBeat", "raw_value": { "catalyst_bucket": 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Surpass Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "SPX Technologies (SPXC) Q2 Earnings and Revenues Surpass Estimates" }, "source_id": "E1827", "source_type": "earnings", "ticker": "SPXC", "tier": 2, "timestamp": "2026-07-30T22:00:15+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/spx-technologies-spxc-q2-earnings-220015692.html" }, { "claim": "Here's What Key Metrics Tell Us About SPX Technologies (SPXC) Q2 Earnings", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Here's What Key Metrics Tell Us About SPX Technologies (SPXC) Q2 Earnings" }, "source_id": "E1828", "source_type": "earnings", "ticker": "SPXC", "tier": 2, "timestamp": "2026-07-30T22:00:04+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/heres-key-metrics-tell-us-220004034.html" }, { "claim": "SPX Technologies Q2 Adjusted Earnings, Revenue Rise", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "earnings", "headline": "SPX Technologies Q2 Adjusted Earnings, Revenue Rise" }, "source_id": "E1829", "source_type": "earnings", "ticker": "SPXC", "tier": 2, "timestamp": "2026-07-30T20:39:36+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/spx-technologies-q2-adjusted-earnings-203936271.html" }, { "claim": "Update: FTC Suing Hims & Hers for Allegedly Sharing User Data With Meta, Snap", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Update: FTC Suing Hims & Hers for Allegedly Sharing User Data With Meta, Snap" }, "source_id": "E1830", "source_type": "news", "ticker": "SNAP", "tier": 2, "timestamp": "2026-07-29T18:29:58+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/ftc-suing-hims-hers-allegedly-182958660.html" }, { "claim": "Market Chatter: FTC Suing Hims & Hers Health for Allegedly Sharing User Data With Meta, Snap", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "regulatory_policy", "headline": "Market Chatter: FTC Suing Hims & Hers Health for Allegedly Sharing User Data With Meta, Snap" }, "source_id": "E1831", "source_type": "news", "ticker": "SNAP", "tier": 2, "timestamp": "2026-07-29T16:57:32+00:00", "url_or_provider_ref": "https://finance.yahoo.com/healthcare/articles/market-chatter-ftc-suing-hims-165732643.html" }, { "claim": "Snap Gears Up to Report Q2 Earnings: What's in Store for the Stock?", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Snap Gears Up to Report Q2 Earnings: What's in Store for the Stock?" }, "source_id": "E1832", "source_type": "earnings", "ticker": "SNAP", "tier": 2, "timestamp": "2026-07-29T15:27:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/snap-gears-report-q2-earnings-152700335.html" }, { "claim": "Snap (SNAP) And The AR Narrative Behind Its Valuation Gap", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Snap (SNAP) And The AR Narrative Behind Its Valuation Gap" }, "source_id": "E1833", "source_type": "news", "ticker": "SNAP", "tier": 2, "timestamp": "2026-07-30T04:27:53+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/snap-snap-ar-narrative-behind-042753745.html" }, { "claim": "Analyst Report: Skyworks Solutions Inc", "confidence": 0.78, "publisher": "Argus Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: Skyworks Solutions Inc" }, "source_id": "E1834", "source_type": "news", "ticker": "SWKS", "tier": 2, "timestamp": "2026-07-30T18:24:43+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/d7be359b-e793-3c76-86b4-9c5352a929cf/analyst-report%3A-skyworks.html" }, { "claim": "Skyworks Solutions (SWKS) Stock Trades Near Fair Value Despite Rich Earnings", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "earnings", "headline": "Skyworks Solutions (SWKS) Stock Trades Near Fair Value Despite Rich Earnings" }, "source_id": "E1835", "source_type": "earnings", "ticker": "SWKS", "tier": 2, "timestamp": "2026-07-30T03:18:22+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/skyworks-solutions-swks-stock-trades-031822826.html" }, { "claim": "Skyworks' Qorvo Deal Seen as Favorable Amid Steady Core Trends, RBC Says", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { "catalyst_bucket": "contract_order", "headline": "Skyworks' Qorvo Deal Seen as Favorable Amid Steady Core Trends, RBC Says" }, "source_id": "E1836", "source_type": "news", "ticker": "SWKS", "tier": 2, "timestamp": 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"https://finance.yahoo.com/markets/stocks/articles/aes-corps-dividend-analysis-110826049.html" }, { "claim": "Goldman, Barclays, Jefferies Cut Robinhood Targets Despite Earnings Beat", "confidence": 0.78, "publisher": "BeInCrypto", "raw_value": { "catalyst_bucket": "earnings", "headline": "Goldman, Barclays, Jefferies Cut Robinhood Targets Despite Earnings Beat" }, "source_id": "E1839", "source_type": "earnings", "ticker": "JEF", "tier": 2, "timestamp": "2026-07-30T14:18:27+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/2a7fa80e-ff61-390c-b63c-cc99e3979bdf/goldman%2C-barclays%2C-jefferies.html" }, { "claim": "Jefferies strongly resets Ford stock target", "confidence": 0.62, "publisher": "TheStreet", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Jefferies strongly resets Ford stock target" }, "source_id": "E1840", "source_type": "news", "ticker": "JEF", "tier": 2, "timestamp": "2026-07-30T23:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/21522447-4e06-3379-b27c-1e57f9233f6c/jefferies-strongly-resets.html" }, { "claim": "Is Jefferies Financial Group (JEF) Reasonable Or Stretched After The Probe?", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Jefferies Financial Group (JEF) Reasonable Or Stretched After The Probe?" }, "source_id": "E1841", "source_type": "news", "ticker": "JEF", "tier": 2, "timestamp": "2026-07-29T16:07:30+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jefferies-financial-group-jef-reasonable-160730636.html" }, { "claim": "Jefferies Financial Group (JEF) Looks Fully Valued After Its New Note Offering", "confidence": 0.62, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Jefferies Financial Group (JEF) Looks Fully Valued After Its New Note Offering" }, "source_id": "E1842", "source_type": "news", "ticker": "JEF", "tier": 2, "timestamp": "2026-07-29T14:07:54+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/jefferies-financial-group-jef-looks-140754052.html" }, { "claim": "Chewy (CHWY) Stock Falls Amid Market Uptick: What Investors Need to Know", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Chewy (CHWY) Stock Falls Amid Market Uptick: What Investors Need to Know" }, "source_id": "E1843", "source_type": "news", "ticker": "CHWY", "tier": 2, "timestamp": "2026-07-30T21:50:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/chewy-chwy-stock-falls-amid-215005799.html" }, { "claim": "Here is What to Know Beyond Why Chewy (CHWY) is a Trending Stock", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Here is What to Know Beyond Why Chewy (CHWY) is a Trending Stock" }, "source_id": "E1844", "source_type": "news", "ticker": "CHWY", "tier": 2, "timestamp": "2026-07-29T13:00:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/know-beyond-why-chewy-chwy-130005291.html" }, { "claim": "Gartner Gears Up to Report Q2 Earnings: Key Takeaways for Investors", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "Gartner Gears Up to Report Q2 Earnings: Key Takeaways for Investors" }, "source_id": "E1845", "source_type": "earnings", "ticker": "IT", "tier": 2, "timestamp": "2026-07-30T15:14:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/gartner-gears-report-q2-earnings-151400942.html" }, { "claim": "Why Gartner Stock Is Climbing Higher Today", "confidence": 0.62, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Why Gartner Stock Is Climbing Higher Today" }, "source_id": "E1846", "source_type": "news", "ticker": "IT", "tier": 2, "timestamp": "2026-07-29T16:14:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/3a1bddfd-7eaf-3eb3-9dad-a9eed628eb44/why-gartner-stock-is-climbing.html" }, { "claim": "Freshworks Named a Leader in the 2026 Gartner® Magic Quadrant™ for IT Service Management Platforms", "confidence": 0.62, "publisher": "GlobeNewswire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Freshworks Named a Leader in the 2026 Gartner® Magic Quadrant™ for IT Service Management Platforms" }, "source_id": "E1847", "source_type": "news", "ticker": "IT", "tier": 2, "timestamp": "2026-07-29T15:55:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/technology/ai/articles/freshworks-named-leader-2026-gartner-155500898.html" }, { "claim": "Innovaccer Named a Leader in the Inaugural Gartner® Magic Quadrant™ for Healthcare Provider Industry Cloud Platforms", "confidence": 0.62, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Innovaccer Named a 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Strong Sales Growth and Raised Guidance ..." }, "source_id": "E1998", "source_type": "earnings", "ticker": "HXL", "tier": 2, "timestamp": "2026-07-30T21:07:42+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/hexcel-corp-hxl-q2-2026-210742576.html" }, { "claim": "AutoNation (AN) Beats Q2 Earnings Estimates", "confidence": 0.78, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "earnings", "headline": "AutoNation (AN) Beats Q2 Earnings Estimates" }, "source_id": "E1999", "source_type": "earnings", "ticker": "AN", "tier": 2, "timestamp": "2026-07-31T12:05:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/autonation-beats-q2-earnings-estimates-120502398.html" }, { "claim": "AutoNation Revenue Falls on Lower New-Vehicle Sales", "confidence": 0.78, "publisher": "The Wall Street Journal", "raw_value": { "catalyst_bucket": "earnings", "headline": "AutoNation Revenue Falls on Lower New-Vehicle Sales" }, "source_id": 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"Analysts Estimate Starwood Property Trust (STWD) to Report a Decline in Earnings: What to Look Out for" }, "source_id": "E2011", "source_type": "earnings", "ticker": "STWD", "tier": 2, "timestamp": "2026-07-30T14:00:05+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/analysts-estimate-starwood-property-trust-140005820.html" }, { "claim": "Analyst Report: TAL Education Group", "confidence": 0.78, "publisher": "Morningstar Research", "raw_value": { "catalyst_bucket": "analyst", "headline": "Analyst Report: TAL Education Group" }, "source_id": "E2012", "source_type": "news", "ticker": "TAL", "tier": 2, "timestamp": "2026-07-30T23:49:57+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/3e66a31e-0a81-3cf4-a949-7caf558b8746/analyst-report%3A-tal-education.html" }, { "claim": "Morgan Stanley Adjusts Price Target on TAL Education Group to $20 From $16, Maintains Overweight Rating", "confidence": 0.78, "publisher": "MT Newswires", "raw_value": { 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"E2169", "source_type": "news", "ticker": "ESTC", "tier": 2, "timestamp": "2026-07-29T04:13:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/stocks-making-big-moves-yesterday-041302750.html" }, { "claim": "Tutor Perini Announces Conference Call to Discuss Second Quarter 2026 Results", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "earnings", "headline": "Tutor Perini Announces Conference Call to Discuss Second Quarter 2026 Results" }, "source_id": "E2170", "source_type": "earnings", "ticker": "TPC", "tier": 2, "timestamp": "2026-07-28T10:00:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/tutor-perini-announces-conference-call-100000843.html" }, { "claim": "Is Trending Stock Tutor Perini Corporation (TPC) a Buy Now?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "Is Trending Stock Tutor Perini Corporation (TPC) a Buy Now?" }, "source_id": "E2171", "source_type": "news", "ticker": "TPC", "tier": 2, "timestamp": "2026-07-28T13:00:02+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/trending-stock-tutor-perini-corporation-130002829.html" }, { "claim": "PACS Group Schedules Second Quarter 2026 Earnings Release and Conference Call", "confidence": 0.78, "publisher": "Business Wire", "raw_value": { "catalyst_bucket": "earnings", "headline": "PACS Group Schedules Second Quarter 2026 Earnings Release and Conference Call" }, "source_id": "E2172", "source_type": "earnings", "ticker": "PACS", "tier": 2, "timestamp": "2026-07-28T20:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/pacs-group-schedules-second-quarter-203000300.html" }, { "claim": "PACS or ALHC: Which Is the Better Value Stock Right Now?", "confidence": 0.62, "publisher": "Zacks", "raw_value": { "catalyst_bucket": "technical_only", "headline": "PACS or ALHC: Which Is the Better Value Stock Right Now?" }, "source_id": "E2173", "source_type": "news", "ticker": "PACS", "tier": 2, "timestamp": "2026-07-30T15:40:03+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/pacs-alhc-better-value-stock-154003239.html" }, { "claim": "Is Strong Q2, Capital Returns And Premium Demand Altering The Investment Case For Brunswick (BC)?", "confidence": 0.78, "publisher": "Simply Wall St.", "raw_value": { "catalyst_bucket": "supply_demand_mismatch", "headline": "Is Strong Q2, Capital Returns And Premium Demand Altering The Investment Case For Brunswick (BC)?" }, "source_id": "E2174", "source_type": "news", "ticker": "BC", "tier": 2, "timestamp": "2026-07-31T13:09:56+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/strong-q2-capital-returns-premium-130956933.html" }, { "claim": "Brunswick (BC) Q2 2026 Earnings Call Transcript", "confidence": 0.78, "publisher": "Motley Fool", "raw_value": { "catalyst_bucket": "earnings", "headline": "Brunswick (BC) Q2 2026 Earnings Call Transcript" }, "source_id": "E2175", "source_type": "earnings", "ticker": "BC", "tier": 2, "timestamp": "2026-07-31T01:32:48+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/3a50dbf0-2ce4-348e-be9d-18b4414bdf04/brunswick-%28bc%29-q2-2026.html" }, { "claim": "Brunswick Corp (BC) (Q2 2026) Earnings Call Highlights: Strong Sales and EPS Growth Amid Tariff ...", "confidence": 0.78, "publisher": "GuruFocus.com", "raw_value": { "catalyst_bucket": "earnings", "headline": "Brunswick Corp (BC) (Q2 2026) Earnings Call Highlights: Strong Sales and EPS Growth Amid Tariff ..." }, "source_id": "E2176", "source_type": "earnings", "ticker": "BC", "tier": 2, "timestamp": "2026-07-30T23:02:55+00:00", "url_or_provider_ref": "https://finance.yahoo.com/markets/stocks/articles/brunswick-corp-bc-q2-2026-230255309.html" }, { "claim": "Brunswick Corporation Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { 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Q2 2026 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Comstock Resources, Inc. Q2 2026 Earnings Call Summary" }, "source_id": "E2181", "source_type": "earnings", "ticker": "CRK", "tier": 2, "timestamp": "2026-07-30T12:30:00+00:00", "url_or_provider_ref": "https://finance.yahoo.com/m/a7ebd0bb-1464-3fad-b77e-b6bc676f1278/comstock-resources%2C-inc.-q2.html" }, { "claim": "Boot Barn Holdings, Inc. Q1 2027 Earnings Call Summary", "confidence": 0.78, "publisher": "Moby", "raw_value": { "catalyst_bucket": "earnings", "headline": "Boot Barn Holdings, Inc. 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The company operates through three segments: North America, International, and Amazon Web Services (A...", "gross_margin": "51.82%", "health_score": "63.75", "market_cap": "$2.87T", "name": "Amazon.com, Inc.", "net_margin": "16.67%", "pe_ratio": "21.56", "revenue_growth_qoq": "-14.93%", "revenue_growth_yoy": "14.22%", "revenue_scale": "$742.78B", "roic": "9.32%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/amzn/", "ticker": "AMZN", "timestamp": "2026-06-26T00:00:00+00:00", "valuation_score": null }, "source_id": "E2186", "source_type": "fundamentals", "ticker": "AMZN", "tier": 2, "timestamp": "2026-06-26T00:00:00+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/amzn/" }, { "claim": "AAPL fundamentals snapshot: PE n/a; market cap/assets n/a; revenue scale $451.44B; revenue QoQ -22.66%; revenue YoY 12.76%; gross margin 49.27%; net margin 26.60%; ROIC 39.71%; engine score health 68.00 / valuation n/a.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "", "gross_margin": "49.27%", "health_score": "68.00", "market_cap": null, "name": "Apple Inc.", "net_margin": "26.60%", "pe_ratio": null, "revenue_growth_qoq": "-22.66%", "revenue_growth_yoy": "12.76%", "revenue_scale": "$451.44B", "roic": "39.71%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "AAPL", "timestamp": "2026-06-11T00:00:00+00:00", "valuation_score": null }, "source_id": "E2187", "source_type": "fundamentals", "ticker": "AAPL", "tier": 2, "timestamp": "2026-06-11T00:00:00+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti" }, { "claim": "RBLX fundamentals snapshot: PE n/a; market cap/assets $31.52B; revenue scale $5.69B; revenue QoQ n/a; revenue YoY n/a; gross margin 30.70%; net margin -12.59%; ROIC n/a.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally. It offers Roblox Client, an application that allows users to explore immersive experience; Roblox Studio, a free toolset that allows developers and creato...", "gross_margin": "30.70%", "health_score": null, "market_cap": "$31.52B", "name": "Roblox Corporation", "net_margin": "-12.59%", "pe_ratio": null, "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$5.69B", "roic": null, "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/rblx/", "ticker": "RBLX", "timestamp": "2026-07-31T13:41:25.310586+00:00", "valuation_score": null }, "source_id": "E2188", "source_type": "fundamentals", "ticker": "RBLX", "tier": 2, "timestamp": "2026-07-31T13:41:25.310586+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/rblx/" }, { "claim": "COIN fundamentals snapshot: PE n/a; market cap/assets $43.15B; revenue scale $5.53B; revenue QoQ -13.65%; revenue YoY -21.04%; gross margin 84.44%; net margin -29.46%; ROIC 0.31%; engine score health 38.75 / valuation 85.71.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "Coinbase Global, Inc. operates platform for crypto assets in the United States and internationally. It provides the primary financial account in the crypto economy for consumers; a brokerage platform with a pool of liquidity across the crypto marketplace for institutions; and a...", "gross_margin": "84.44%", "health_score": "38.75", "market_cap": "$43.15B", "name": "Coinbase Global, Inc.", "net_margin": "-29.46%", "pe_ratio": null, "revenue_growth_qoq": "-13.65%", "revenue_growth_yoy": "-21.04%", "revenue_scale": "$5.53B", "roic": "0.31%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/coin/", "ticker": "COIN", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "85.71" }, "source_id": "E2189", "source_type": "fundamentals", "ticker": "COIN", "tier": 2, "timestamp": "2026-07-30T00:00:00+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/coin/" }, { "claim": "NVO fundamentals snapshot: PE 11.98; market cap/assets $199.49B; revenue scale $50.57B; revenue QoQ n/a; revenue YoY n/a; gross margin 85.96%; net margin 50.15%; ROIC 14.88%.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products. It operates through two segments, Obesity and Diabetes Care, and Rare Disease. The Obesity and Diabetes care segment provides prod...", "gross_margin": "85.96%", "health_score": null, "market_cap": "$199.49B", "name": "Novo Nordisk A/S", "net_margin": "50.15%", "pe_ratio": "11.98", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$50.57B", "roic": "14.88%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/nvo/", "ticker": "NVO", "timestamp": "2026-07-31T13:41:25.305135+00:00", "valuation_score": null }, "source_id": "E2190", "source_type": "fundamentals", "ticker": "NVO", "tier": 2, "timestamp": "2026-07-31T13:41:25.305135+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/nvo/" }, { "claim": "DXCM fundamentals snapshot: PE 28.14; market cap/assets $28.13B; revenue scale $4.97B; revenue QoQ 9.77%; revenue YoY 15.54%; gross margin 63.44%; net margin 19.04%; ROIC 17.65%; engine score health 73.83 / valuation 50.00.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally. The company offers Dexcom G7 and G7 15 D...", "gross_margin": "63.44%", "health_score": "73.83", "market_cap": "$28.13B", "name": "DexCom, Inc.", "net_margin": "19.04%", "pe_ratio": "28.14", "revenue_growth_qoq": "9.77%", "revenue_growth_yoy": "15.54%", "revenue_scale": "$4.97B", "roic": "17.65%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/dxcm/", "ticker": "DXCM", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "50.00" }, "source_id": "E2191", "source_type": "fundamentals", "ticker": "DXCM", "tier": 2, "timestamp": "2026-07-30T00:00:00+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/dxcm/" }, { "claim": "LIN fundamentals snapshot: PE 33.02; market cap/assets $235.30B; revenue scale $34.66B; revenue QoQ 0.19%; revenue YoY 4.96%; gross margin 48.49%; net margin 21.15%; ROIC 11.56%; engine score health 70.00 / valuation 25.00.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "Linde plc operates as an industrial gas company worldwide. 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The company operates through two segments, Seed and Crop Protection. The Seed segment develops and supplies advanced germplasm and traits that produce optimum yield for farms. It offers trait technologies that enhance resistanc...", "gross_margin": "48.50%", "health_score": "48.00", "market_cap": "$54.03B", "name": "Corteva, Inc.", "net_margin": "14.68%", "pe_ratio": "55.50", "revenue_growth_qoq": "25.45%", "revenue_growth_yoy": "6.27%", "revenue_scale": "$17.89B", "roic": "6.81%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/ctva/", "ticker": "CTVA", "timestamp": "2026-06-23T00:00:00+00:00", "valuation_score": null }, "source_id": "E2199", "source_type": "fundamentals", "ticker": "CTVA", "tier": 2, "timestamp": "2026-06-23T00:00:00+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/ctva/" }, { "claim": "MTZ fundamentals snapshot: PE 44.49; market cap/assets $34.49B; revenue scale $16.11B; revenue QoQ n/a; revenue YoY n/a; gross margin 12.72%; net margin 3.33%; ROIC 2.68%.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "MasTec, Inc., an infrastructure engineering and construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada. It operates through five...", "gross_margin": "12.72%", "health_score": null, "market_cap": "$34.49B", "name": "MasTec, Inc.", "net_margin": "3.33%", "pe_ratio": "44.49", "revenue_growth_qoq": null, "revenue_growth_yoy": null, "revenue_scale": "$16.11B", "roic": "2.68%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/mtz/", "ticker": "MTZ", "timestamp": "2026-07-31T13:41:31.747616+00:00", "valuation_score": null }, "source_id": "E2200", "source_type": "fundamentals", "ticker": "MTZ", "tier": 2, "timestamp": "2026-07-31T13:41:31.747616+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti+field-fallback:https://stockanalysis.com/stocks/mtz/" }, { "claim": "GLW fundamentals snapshot: PE 61.25; market cap/assets $116.38B; revenue scale $16.96B; revenue QoQ 8.71%; revenue YoY 19.41%; gross margin 36.14%; net margin 12.41%; ROIC 7.96%; engine score health 58.21 / valuation 37.50.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "", "gross_margin": "36.14%", "health_score": "58.21", "market_cap": "$116.38B", "name": "Corning Inc", "net_margin": "12.41%", "pe_ratio": "61.25", "revenue_growth_qoq": "8.71%", "revenue_growth_yoy": "19.41%", "revenue_scale": "$16.96B", "roic": "7.96%", "source_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti", "ticker": "GLW", "timestamp": "2026-07-30T00:00:00+00:00", "valuation_score": "37.50" }, "source_id": "E2201", "source_type": "fundamentals", "ticker": "GLW", "tier": 2, "timestamp": "2026-07-30T00:00:00+00:00", "url_or_provider_ref": "sqlite:///opt/us_financial_scoring_engine/data/releases/20260730-224450-daily.db#serving_symbol_latest,features_pti,statements_pti" }, { "claim": "AU fundamentals snapshot: PE 12.10; market cap/assets $45.95B; revenue scale $11.17B; revenue QoQ n/a; revenue YoY n/a; gross margin 54.86%; net margin 38.40%; ROIC 11.75%.", "confidence": 0.5, "publisher": "ProductionDbFundamentalsProvider", "raw_value": { "asset_type": "equity", "business_summary": "AngloGold Ashanti plc operates as a gold mining company in Africa, Australia, and the Americas. 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Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests...", "gross_margin": "78.27%", "health_score": "76.25", "market_cap": "$25.56B", "name": "T. 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