| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| CSCO | Cisco | $114.17 | +1.3% | 0.8x | 50 (PART) (-0.6) | NEUTRAL 15 |
| 1 Growth Stock with All-Star Potential and 2 We Avoid — Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com… [source](https://finance.yahoo.com/markets/stocks/articles/1-growth-stock-star-potential-175308163.html) | ||||||
| [2] Critical minerals start-up threatens to quit Britain — An innovative British metals producer planning a £30m factory in the North East has warned it could relocate to the US… [source](https://www.telegraph.co.uk/business/2026/07/24/critical-minerals-start-up-threatens-to-quit-britain/) |
| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| BE | Bloom Energy | $184.89 | -14.9% | 0.9x | 43 (PART) (-4.3) | NEUTRAL 0 |
| Why: Crashed 14.9% in a fuel-cell selloff as a parabolic rally reversed sharply when the market mood shifted. | ||||||
| These high-flying tech stocks are down 65% — here's how to shop the sell-off… — A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough… [source](https://finance.yahoo.com/markets/article/these-high-flying-tech-stocks-are-down-65--heres-how-to-shop-the-sell-off-one-big-investment-idea-131623103.html) | ||||||
| COHR | Coherent | $282.39 | -9.8% | 0.8x | 58 (PART) (-2.5) | NEUTRAL 0 |
| Why: Hammered 9.8% as optical networking stocks were hit hard in the broad AI infrastructure selloff. | ||||||
| Why AI Infrastructure is Reshaping Coherent's Growth Story — COHR is transforming into an optical networking powerhouse, delivering strong growth, expanding production capacity… [source](https://finance.yahoo.com/technology/ai/articles/why-ai-infrastructure-reshaping-coherents-175400328.html) | ||||||
| LITE | Lumentum | $762.99 | -8.5% | 0.8x | 57 (PART) (-2.0) | NEUTRAL 0 |
| Why: Cratered 8.5% alongside COHR in the optical networking rout amid AI spending anxiety. | ||||||
| Lumentum Holdings' Quarterly Earnings Preview: What You Need to Know — Lumentum Holdings will release its fourth-quarter earnings next month, and analysts anticipate a robust triple-digit… [source](https://www.barchart.com/story/news/3420740/lumentum-holdings-quarterly-earnings-preview-what-you-need-to-know) | ||||||
| [2] NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a… — NVIDIA is quietly buying up unlit fiber cables buried beneath American soil, and the strategic logic behind that move… [source](https://247wallst.com/investing/2026/07/23/nvidia-is-acquiring-dark-fiber-across-the-united-states-heres-why-thats-a-big-deal/) | ||||||
| MRVL | Marvell | $194.23 | -7.2% | 0.7x | 50 (PART) (-2.0) | NEUTRAL 15 |
| Why: Dropped 7.2% as the broader chip rout overwhelmed analyst fair value estimate lifts and AI data center… | ||||||
| Marvell (MRVL) Stock Sees Fair Value Lift As AI Data Center Optimism Builds — Marvell Technology is back in focus after an analyst fair value estimate was revised from US$118.93 to US$254.41, a… [source](https://finance.yahoo.com/markets/stocks/articles/marvell-mrvl-stock-sees-fair-201001429.html) | ||||||
| [2] Nvidia is Winning AI Capex Wars So I Continue Loading Up — Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here… [source](https://247wallst.com/investing/2026/07/24/nvidia-is-winning-ai-capex-wars-so-i-continue-loading-up/) | ||||||
| [3] Price Prediction: Micron, AMD & Marvell- Our Bold Price Predictions for 2028 — Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into… [source](https://247wallst.com/investing/2026/07/24/price-prediction-micron-amd-marvell-our-bold-price-predictions-for-2028/) | ||||||
| MU | Micron | $920.95 | -7.0% | 0.9x | 27 (OPEN) (-0.9) | NEUTRAL 15 |
| Why: Plunged 7.0% as memory stocks led the chip selloff; Evercore warned the supply-demand imbalance will grow in… | ||||||
| Stock Market Today: Nasdaq Sinks As Sellers Hit Memory Chips; Oil, Yields Slide… — Stock Market Today: The Dow Jones index rises Friday as oil prices pull back after big gains in recent sessions. SpaceX… [source](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-oil-prices-intel-stock/?src=A00220&yptr=yahoo) | ||||||
| [2] SpaceX, Micron, SAP, Verizon, Amex, Tenet, and More Stocks That Explain Today’s… — Oil prices continued to retreat on reports that Pakistan, with support from China, was seeking to revive negotiations… [source](https://www.barrons.com/articles/stock-movers-cb742eac?siteid=yhoof2&yptr=yahoo) |
Stories attached to multiple tracked tickers (shown once):
| Ticker | Score Now | Δ | Direction | Change% |
|---|---|---|---|---|
| BE | 43 (PART) | -4.3 | ↓ cheapened | -14.9% |
| AMD | 63 (PART) | -3.7 | ↓ cheapened | -3.3% |
| WDC | 47 (PART) | -2.6 | ↓ cheapened | -6.9% |
| COHR | 58 (PART) | -2.5 | ↓ cheapened | -9.8% |
| AMAT | 44 (PART) | -2.3 | ↓ cheapened | -4.7% |
| KLAC | 49 (PART) | -2.3 | ↓ cheapened | -3.8% |
| VST | 42 (PART) | -2.2 | ↓ cheapened | -3.3% |
| TLN | 32 (OPEN) | -2.1 | ↓ cheapened | -5.1% |
Notable headlines for other tracked tickers:
[negative]MA alignment: 1 bullish / 2 bearish of 37 with signals.
| Ticker | Tech Score | Signal | >VWAP | MACD↑ | Px Score |
|---|---|---|---|---|---|
| ANET | 45 | BULLISH | ✓ | – | 44 (PART) |
| SMCI | 30 | NEUTRAL | ✓ | ✓ | 30 (OPEN) |
| CEG | 30 | NEUTRAL | ✓ | ✓ | 39 (PART) |
| NVDA | 15 | NEUTRAL | ✓ | – | 29 (OPEN) |
| AVGO | 15 | NEUTRAL | ✓ | – | 30 (OPEN) |
| MRVL | 15 | NEUTRAL | – | ✓ | 50 (PART) |
| MU | 15 | NEUTRAL | – | ✓ | 27 (OPEN) |
| CSCO | 15 | NEUTRAL | – | ✓ | 50 (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 |
|---|---|---|---|---|---|
| Optical | 2 | -9.2% | 57 | mixed | 0.85 |
| Storage | 2 | -6.8% | 52 | bearish (2/2) | 1.77 |
| Power Gen | 6 | -5.8% | 40 | bullish (3/6) | 1.11 |
| Semis | 7 | -3.9% | 37 | mixed | 0.89 |
| SemiCap | 4 | -3.9% | 45 | bearish (2/4) | 1.03 |
| DC Power/Cooling | 7 | -2.6% | 50 | bearish (5/7) | 1.47 |
| Materials | 2 | -1.5% | 45 | bearish (2/2) | 1.08 |
| Hyperscaler | 5 | -1.2% | 32 | bullish (5/5) | 0.53 |
| Networking | 2 | -0.1% | 47 | bullish (1/2) | 0.53 |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-07-28 | MACRO | FOMC Meeting Day 1 | HIGH |
| 2026-07-29 | MACRO | FOMC Rate Decision + Press Conference | HIGH |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-08-05 | ECONOMIC | Non-Farm Payrolls (Aug) | HIGH |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-08-15 | ECONOMIC | CPI Data (Aug) | HIGH |
8 relevant earnings today (Friday, July 24, 2026) — tracked tickers plus reporters ≥ $10B market cap.
| Symbol | Company | EPS Est | EPS Act | Surprise% | Mkt Cap |
|---|---|---|---|---|---|
| NTOIY | Neste Oyj | $0.84 | $0.6 | -28.7% | $27.3B |
| SLB | SLB N.V. | $0.52 | $0.55 | +6.1% | $78.4B |
| CNI | Canadian National Railway | $1.96 | $2.08 | +6.0% | $78.5B |
| CHTR | Charter Communications, I | $10.06 | $10.66 | +5.9% | $17.4B |
| NEE | NextEra Energy, Inc. | $1.11 | $1.15 | +3.8% | $187.2B |
| AXP | American Express Company | $4.4 | $4.53 | +2.9% | $222.6B |
| VZ | Verizon Communications In | $1.27 | $1.3 | +2.7% | $193.7B |
| HCA | HCA Healthcare, Inc. | $7.5 | $7.59 | +1.2% | $84.8B |
Report generated: 2026-07-24 14:08 Data: Yahoo Finance | Model: v2 Dynamic Weights + Q-Score 37 of 37 tickers reported