| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| SCCO | Southern Copper | $172.01 | +1.9% | 0.8x | 50 (PART) (+1.8) | NEUTRAL 15 |
| Forget Southern Copper: 1 Domestic Copper King to Buy Hand Over Fist as the… — Southern Copper (NYSE:SCCO) is the name on every commodity desk’s lips right now, with the stock up 73.95% over the… [source](https://247wallst.com/investing/2026/06/30/forget-southern-copper-1-domestic-copper-king-to-buy-hand-over-fist-as-the-global-supply-crunch-intensifies/) | ||||||
| [2] JPMorgan Raises Southern Copper (SCCO) Target But There’s Still a Catch — With short percentage of shares outstanding at 1.42%, Southern Copper Corporation (NYSE:SCCO) is among the 7 Best EV… [source](https://finance.yahoo.com/markets/stocks/articles/jpmorgan-raises-southern-copper-scco-182106673.html) | ||||||
| [3] Forget USO. Copper Is the New Crude, and This Miner Fund Is Up 115% in a Year — The United States Oil Fund (NYSEARCA:USO) does one thing: it gives investors a liquid way to bet on West Texas… [source](https://247wallst.com/investing/2026/06/28/forget-uso-copper-is-the-new-crude-and-this-miner-fund-is-up-115-in-a-year/) | ||||||
| MSFT | Microsoft | $390.49 | +1.6% | 0.8x | 30 (OPEN) (+0.4) | NEUTRAL 30 |
| CEG | Constellation Energy | $239.25 | +1.2% | 1.0x | 36 (PART) (+0.2) | BEARISH 0 |
| Energy Transition Today - Driving Grid Stability With Vehicle-To-Grid Innovation — Vehicle-to-Grid (V2G) technology is emerging as a key component in the transition towards renewable energy integration… [source](https://finance.yahoo.com/energy/articles/energy-transition-today-driving-grid-113803365.html) | ||||||
| [2] Is Constellation Energy Corporation (CEG) Among the Best AI Power Grid Stocks… — Constellation Energy Corporation (NASDAQ:CEG) is one of the 10 Best AI Power Grid Stocks to Buy According to Analysts.… [source](https://finance.yahoo.com/markets/stocks/articles/constellation-energy-corporation-ceg-among-084939644.html) | ||||||
| [3] CEG Stock Takes A Hit After Citi's Price-Target Cut — But Retail Is Already… — Citi lowered the price target on CEG to $297 from $348 and maintained a ‘Neutral’ rating on the shares. [source](https://stocktwits.com/news-articles/markets/equity/ceg-stock-takes-a-hit-after-citi-price-target-cut/cZme36rR71A) | ||||||
| TLN | Talen Energy | $364.67 | +1.1% | 0.9x | 33 (OPEN) (+0.3) | NEUTRAL 0 |
| Talen Energy, Stock Of The Day, Delivers For Amazon, AI Data Centers — Talen Energy has a deal to supply Amazon Web Services with nuclear-powered electricity. The Stock Of The Day is near… [source](https://www.investors.com/research/ibd-stock-of-the-day/talen-energy-stock-amazon-ai-data-centers/?src=A00220&yptr=yahoo) | ||||||
| [2] Talen Energy (TLN) Is Down 7.4% After Russell Index Additions And $984M Shelf… — Talen Energy Corporation (NasdaqGS: TLN) has been added to multiple Russell growth and small/mid-cap indices and… [source](https://finance.yahoo.com/markets/stocks/articles/talen-energy-tln-down-7-010808701.html) | ||||||
| [3] Talen Energy (TLN) Downgraded at Jefferies. Here is Why — Talen Energy Corporation (NASDAQ:TLN) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds.… [source](https://finance.yahoo.com/energy/articles/talen-energy-tln-downgraded-jefferies-045656876.html) |
| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| KLAC | KLA Corp | $235.55 | -11.5% | 1.4x | 56 (PART) (-4.0) | NEUTRAL 0 |
| Why: Led semi equipment losers at -11.5% as the Philadelphia Stock Exchange Semiconductor Index suffered its worst… | ||||||
| ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors? — Onto Innovation's 25.5% rally reflects AI-led demand, advanced packaging gains and new product momentum, but rich… [source](https://finance.yahoo.com/markets/stocks/articles/onto-stock-climbs-26-month-135700941.html) | ||||||
| [2] COHU Stock Outlook Hinges on AI Growth and Profit Recovery — Cohu's AI and HPC opportunities are growing, but the stock outlook still hinges on execution, HBM traction and stronger… [source](https://finance.yahoo.com/technology/ai/articles/cohu-stock-outlook-hinges-ai-134000663.html) | ||||||
| STX | Seagate | $820.16 | -10.4% | 1.3x | 57 (PART) (-2.4) | NEUTRAL 0 |
| Why: Tumbled -10.4% alongside memory/storage peers on supply-glut fears, with 24/7 Wall St. reporting 'SanDisk… | ||||||
| Seagate (STX) is an Incredible Growth Stock: 3 Reasons Why — Seagate (STX) could produce exceptional returns because of its solid growth attributes. [source](https://finance.yahoo.com/markets/stocks/articles/seagate-stx-incredible-growth-stock-164502632.html) | ||||||
| [2] SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut… — Memory and storage stocks are sliding again Thursday morning, extending a rare pullback for a group that has posted… [source](https://247wallst.com/investing/2026/07/02/sandisk-sinks-11-seagate-falls-7-micron-slides-4-on-memory-supply-glut-fears/) | ||||||
| LRCX | Lam Research | $351.41 | -10.2% | 1.3x | 54 (PART) (-4.5) | NEUTRAL 0 |
| Why: Dropped -10.2% sharply in the semi equipment selloff despite bullish analyst coverage highlighting memory… | ||||||
| 3 Reasons Why Growth Investors Shouldn't Overlook Lam Research (LRCX) — Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials. [source](https://finance.yahoo.com/markets/stocks/articles/3-reasons-why-growth-investors-164501442.html) | ||||||
| [2] Micron Technology Has Fantastic News for This Artificial Intelligence (AI)… — Shares of Lam Research have soared this year as the company is benefiting from the tremendous demand for memory… [source](https://www.fool.com/investing/2026/07/02/micron-technology-has-fantastic-news-for-this-arti/) | ||||||
| WDC | Western Digital | $539.00 | -9.9% | 0.8x | 50 (PART) (-4.7) | NEUTRAL 0 |
| Why: Crashed -9.9% on memory supply-glut fears as 24/7 Wall St. reported SanDisk -11% and the entire storage… | ||||||
| Will Western Digital (WDC) Beat Estimates Again in Its Next Earnings Report? — Western Digital (WDC) has an impressive earnings surprise history and currently possesses the right combination of the… [source](https://finance.yahoo.com/markets/stocks/articles/western-digital-wdc-beat-estimates-161004034.html) | ||||||
| [2] Can Seagate's Data Center Business Maintain its Growth Momentum? — STX's data center business is surging as cloud demand, Mozaic drive adoption and long-term supply agreements fuel… [source](https://finance.yahoo.com/markets/stocks/articles/seagates-data-center-business-maintain-135800287.html) | ||||||
| MRVL | Marvell | $245.29 | -9.8% | 0.6x | 60 (PART) (-3.8) | NEUTRAL 0 |
| Why: Dropped -9.8% in the broad chip sector selloff; a Trefis article noted Marvell's recent run mirrors broader… |
Stories attached to multiple tracked tickers (shown once):
| Ticker | Score Now | Δ | Direction | Change% |
|---|---|---|---|---|
| WDC | 50 (PART) | -4.7 | ↓ cheapened | -9.9% |
| LRCX | 54 (PART) | -4.5 | ↓ cheapened | -10.2% |
| KLAC | 56 (PART) | -4.0 | ↓ cheapened | -11.5% |
| MRVL | 60 (PART) | -3.8 | ↓ cheapened | -9.8% |
| BE | 58 (PART) | -3.6 | ↓ cheapened | -6.4% |
| COHR | 62 (PART) | -2.9 | ↓ cheapened | -9.6% |
| AMAT | 53 (PART) | -2.8 | ↓ cheapened | -7.4% |
| GNRC | 55 (PART) | -2.8 | ↓ cheapened | -6.5% |
Notable headlines for other tracked tickers:
[negative][negative]MA alignment: 3 bullish / 3 bearish of 37 with signals.
| Ticker | Tech Score | Signal | >VWAP | MACD↑ | Px Score |
|---|---|---|---|---|---|
| AMD | 45 | BULLISH | ✓ | – | 67 (FULL) |
| ABBNY | 45 | BULLISH | ✓ | – | 64 (PART) |
| AMAT | 45 | BULLISH | ✓ | – | 53 (PART) |
| MSFT | 30 | NEUTRAL | ✓ | ✓ | 30 (OPEN) |
| GOOGL | 30 | NEUTRAL | ✓ | ✓ | 41 (PART) |
| AMZN | 30 | NEUTRAL | ✓ | ✓ | 46 (PART) |
| META | 30 | NEUTRAL | ✓ | ✓ | 26 (OPEN) |
| HUBB | 20 | NEUTRAL | – | – | 43 (PART) |
Derived from today's data — average daily change, average priced-in score, and dominant options flow per sector.
| Sector | Members | Avg Δ% | Avg Score | Options Bias | Avg P/C |
|---|---|---|---|---|---|
| Storage | 2 | -10.2% | 54 | bearish (2/2) | 1.18 |
| Optical | 2 | -9.3% | 59 | bearish (2/2) | 2.02 |
| SemiCap | 4 | -8.3% | 53 | bearish (2/4) | 1.38 |
| Semis | 7 | -3.9% | 39 | bullish (2/7) | 0.76 |
| Networking | 2 | -3.9% | 47 | bearish (2/2) | 2.25 |
| Power Gen | 6 | -3.2% | 44 | bearish (4/6) | 1.53 |
| DC Power/Cooling | 7 | -3.1% | 52 | bearish (5/7) | 2.82 |
| Materials | 2 | +1.3% | 46 | bearish (2/2) | 2.06 |
| Hyperscaler | 5 | -1.0% | 34 | bullish (4/5) | 0.54 |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-07-05 | ECONOMIC | Non-Farm Payrolls (Jul) | HIGH |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-07-15 | ECONOMIC | CPI Data (Jul) | HIGH |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-07-28 | MACRO | FOMC Meeting Day 1 | HIGH |
| 2026-07-29 | MACRO | FOMC Rate Decision + Press Conference | HIGH |
Report generated: 2026-07-02 14:08 Data: Yahoo Finance | Model: v2 Dynamic Weights + Q-Score 37 of 37 tickers reported