| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| AMZN | Amazon | $271.58 | +15.3% | 2.8x | 43 (PART) (+1.0) | NEUTRAL 40 |
| Why: Soared 15% after AWS cloud business exceeded expectations | ||||||
| Amazon stock soars 15% as e-commerce giant's AWS cloud business booms in 'home… — The e-commerce and cloud giant topped second quarter expectations as accelerating cloud growth at Amazon Web Services… [source](https://finance.yahoo.com/markets/stocks/article/amazon-stock-soars-15-as-e-commerce-giants-aws-cloud-business-booms-in-home-run-quarter-122456315.html) | ||||||
| [2] Why Amazon stock isn't getting bogged down by its negative free cash flow — Amazon (AMZN) may have posted negative free cash flow in its second quarter earnings released on Thursday, but the… [source](https://finance.yahoo.com/video/why-amazon-stock-isnt-getting-154500690.html) | ||||||
| ETN | Eaton | $415.20 | +7.3% | 1.9x | 57 (PART) (+1.3) | NEUTRAL 30 |
| Why: Advanced on strong electrical sales and data-center demand | ||||||
| Eaton Q2 Earnings Call Highlights — Eaton (NYSE:ETN) reported record second-quarter revenue and adjusted earnings as demand across its electrical… [source](https://www.marketbeat.com/instant-alerts/eaton-q2-earnings-call-highlights-2026-07-31/?utm_source=yahoofinance&utm_medium=yahoofinance) | ||||||
| [2] Verizon (VZ) Gets $1.5 Billion Fiber Backing From Bain And Tillman — Bain Capital and Tillman Global Holdings are investing $1.5b in Eaton Fiber to accelerate Verizon’s fiber broadband… [source](https://finance.yahoo.com/markets/stocks/articles/verizon-vz-gets-1-5-161036245.html) | ||||||
| GOOGL | Alphabet | $356.13 | +6.7% | 1.5x | 41 (PART) (+3.8) | NEUTRAL 30 |
| Why: Surged despite earnings as investors cheered AI spending | ||||||
| Reddit stock tumbles the most on record as lack of new AI deals, US daily users… — Reddit shares plunged the most on record on Friday after US daily users, lack of new AI deal announcements dissapointed… [source](https://finance.yahoo.com/markets/article/reddit-stock-tumbles-the-most-on-record-as-lack-of-new-ai-deals-us-daily-users-metric-disappoints-153413759.html) | ||||||
| [2] Apple stock plunges: CEO Tim Cook explains weak revenue forecast — Apple (AAPL) stock is moving lower after the company's revenue forecast fell short of Wall Street's expectations. Yahoo… [source](https://finance.yahoo.com/video/apple-stock-plunges-ceo-tim-145105241.html) | ||||||
| VRT | Vertiv | $241.57 | +6.2% | 1.8x | 48 (PART) (-7.2) | NEUTRAL 15 |
| Why: Gained as data center demand surges for cooling infrastructure | ||||||
| Down 24.3% in 4 Weeks, Here's Why Vertiv (VRT) Looks Ripe for a Turnaround — Vertiv (VRT) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along… [source](https://finance.yahoo.com/markets/stocks/articles/down-24-3-4-weeks-133502804.html) | ||||||
| [2] Vertiv vs. BWX Technologies: What Revenue Trends Tell Investors About the… — Vertiv's latest quarter hit $3.3 billion as data center demand surges, while BWX Technologies maintains steady defense… [source](https://www.fool.com/coverage/charts/2026/07/30/vertiv-vs-bwx-technologies-what-revenue-trends-tell-investors-about-the-impact-of-artificial-intelligence-on-these-companies/) | ||||||
| COHR | Coherent | $262.89 | +5.6% | 1.0x | 57 (PART) (-0.3) | NEUTRAL 15 |
| Why: Benefited from AI data center demand in optical connectivity | ||||||
| AXT Q2 Earnings Call Highlights — AXT (NASDAQ:AXTI) reported record second-quarter revenue and a return to profitability, driven by strong demand for… [source](https://www.marketbeat.com/instant-alerts/axt-q2-earnings-call-highlights-2026-07-30/?utm_source=yahoofinance&utm_medium=yahoofinance) | ||||||
| [2] 4 Business Services Firms Poised to Top Estimates This Earnings Season — DUOL, DAVE, TRI and COHR are set to stand out this earnings season, each displaying solid growth estimates and robust… [source](https://finance.yahoo.com/markets/stocks/articles/4-business-services-firms-poised-150800128.html) |
| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| MU | Micron | $823.03 | -5.9% | 1.1x | 26 (OPEN) (-0.7) | NEUTRAL 15 |
| Why: Declined due to memory chip supply constraints affecting Apple | ||||||
| Micron's Rebound Still Faces Resistance — Micron jumped about 18% during Thursday's session. [source](https://finance.yahoo.com/markets/stocks/articles/microns-rebound-still-faces-resistance-195501442.html) | ||||||
| [2] Why Wall Street Keeps Underestimating Micron — Micron is crushing the market now, but Wall Street wonders how long it will last. [source](https://www.fool.com/investing/2026/07/31/why-wall-street-keeps-underestimating-micron/) | ||||||
| AMD | AMD | $476.15 | -1.9% | 0.9x | 60 (PART) (-2.9) | NEUTRAL 15 |
| Weekly Wrap: Crypto Stays Rangebound Amid Market Volatility — Bitcoin (CRYPTO: $BTC) is pacing for a roughly 5% gain in July, although the largest cryptocurrency remains largely... [source](https://www.cryptoprowl.com/releases/weekly-wrap-crypto-stays-rangebound-amid-market-volatility-6311) | ||||||
| [2] Dow Jones Futures: Market Rebounds, Now Watch For This; SpaceX, AMD, Sandisk… — The stock market bounced but hasn't taken this step while a key risk is growing. SpaceX, AMD, Sandisk, Eli Lilly… [source](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-market-rebounds-now-watch-for-this-spacex-amd-sandisk-eli-lilly-earnings-loom/?src=A00220&yptr=yahoo) | ||||||
| [3] S&P 500 Posts Weekly Gain Amid AI Monetization Optimism — The Standard & Poor's 500 index rose 1.1% this week as hyperscalers showed the mega spend on the art [source](https://finance.yahoo.com/markets/stocks/articles/p-500-posts-weekly-gain-204514158.html) | ||||||
| LRCX | Lam Research | $293.02 | -1.6% | 1.1x | 40 (PART) (-6.7) | NEUTRAL 15 |
| MU, SNDK, WDC, SKHY Stock Jump After-Hours — Memory Chipmakers Soar After… — Most memory chipmakers extended Thursday’s gain after-hours as tech bigwigs flag continued rise in memory prices. [source](https://stocktwits.com/news-articles/markets/equity/memory-chipmakers-soar-after-amazon-apple-management-flag-soaring-costs-supply-crunch/cZNEYyrRJ2Q) | ||||||
| [2] Lam Research (LRCX) Stock Trades Up, Here Is Why — Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 18% in the afternoon session after the… [source](https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-stock-trades-231702083.html) | ||||||
| ASML | ASML | $1629.00 | -1.4% | 0.8x | 37 (PART) (-3.3) | NEUTRAL 15 |
| European stocks notch monthly gain on earnings optimism — By Purvi Agarwal July 31 (Reuters) - European shares closed lower on Friday, but posted monthly gains as strong… [source](https://finance.yahoo.com/markets/world-indices/articles/tech-shares-power-europes-stoxx-071854089.html) | ||||||
| [2] What Makes ASML (ASML) a New Strong Buy Stock — ASML (ASML) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a… [source](https://finance.yahoo.com/markets/stocks/articles/makes-asml-asml-strong-buy-160003944.html) | ||||||
| FCX | Freeport-McMoRan | $62.63 | -1.3% | 0.7x | 40 (PART) (-1.6) | NEUTRAL 30 |
| Copper Stock Strategy Digs For A 34% Annualized Return As Metal Demand Rises — Freeport-McMoRan stock is holding up reasonably well as the stock market corrects. This options trade aims for income… [source](https://www.investors.com/research/options/copper-stock-freeport-mcmoran-fcx-metals-options-income-strategy-markets/?src=A00220&yptr=yahoo) | ||||||
| [2] Better Mining Stock to Buy Before 2026 Ends: USA Rare Earth vs. Freeport-McMoRan — In my opinion, one stock wins over the other in terms of risk-adjusted returns. [source](https://www.fool.com/investing/2026/07/30/better-mining-stock-to-buy-before-2026-ends-hot-ti/) |
Stories attached to multiple tracked tickers (shown once):
| Ticker | Score Now | Δ | Direction | Change% |
|---|---|---|---|---|
| BE | 60 (PART) | +17.4 | ↑ more priced | -0.6% |
| KLAC | 40 (PART) | -8.5 | ↓ cheapened | +1.4% |
| VRT | 48 (PART) | -7.2 | ↓ cheapened | +6.2% |
| LRCX | 40 (PART) | -6.7 | ↓ cheapened | -1.6% |
| MOD | 54 (PART) | -4.8 | ↓ cheapened | +3.7% |
| MSFT | 34 (OPEN) | +3.8 | ↑ more priced | +3.0% |
| GOOGL | 41 (PART) | +3.8 | ↑ more priced | +6.7% |
| ASML | 37 (PART) | -3.3 | ↓ cheapened | -1.4% |
Notable headlines for other tracked tickers:
[positive]MA alignment: 1 bullish / 0 bearish of 37 with signals.
| Ticker | Tech Score | Signal | >VWAP | MACD↑ | Px Score |
|---|---|---|---|---|---|
| ANET | 60 | BULLISH | ✓ | ✓ | 46 (PART) |
| AMZN | 40 | NEUTRAL | ✓ | ✓ | 43 (PART) |
| AVGO | 30 | NEUTRAL | ✓ | ✓ | 30 (OPEN) |
| MSFT | 30 | NEUTRAL | ✓ | ✓ | 34 (OPEN) |
| GOOGL | 30 | NEUTRAL | ✓ | ✓ | 41 (PART) |
| ORCL | 30 | NEUTRAL | ✓ | ✓ | 28 (OPEN) |
| CSCO | 30 | NEUTRAL | ✓ | ✓ | 52 (PART) |
| SMCI | 30 | NEUTRAL | ✓ | ✓ | 29 (OPEN) |
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 |
|---|---|---|---|---|---|
| Hyperscaler | 5 | +6.0% | 34 | bullish (5/5) | 0.43 |
| Optical | 2 | +4.3% | 57 | bearish (1/2) | 1.05 |
| Networking | 2 | +3.8% | 49 | bullish (2/2) | 0.53 |
| DC Power/Cooling | 7 | +2.6% | 48 | bearish (4/7) | 1.23 |
| Storage | 2 | +1.4% | 51 | mixed | 1.11 |
| Materials | 2 | -1.2% | 44 | mixed | 1.35 |
| Power Gen | 6 | +0.9% | 43 | bearish (3/6) | 1.47 |
| SemiCap | 4 | -0.1% | 40 | bearish (3/4) | 1.21 |
| Semis | 7 | +0.1% | 36 | bullish (2/7) | 0.71 |
| 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 |
| 2026-08-24 | CONFERENCE | Hot Chips 2026 — Chip Architecture | HIGH |
21 relevant earnings today (Friday, July 31, 2026) — tracked tickers plus reporters ≥ $10B market cap.
| Symbol | Company | EPS Est | EPS Act | Surprise% | Mkt Cap |
|---|---|---|---|---|---|
| CCJ | Cameco Corporation | $0.38 | $0.18 | -52.1% | $37.6B |
| VALE | Vale S.A. | $0.49 | $0.36 | -26.2% | $64.1B |
| NVT | nVent Electric plc | $1.16 | $1.45 | +24.6% | $24.9B |
| D | Dominion Energy, Inc. | $0.68 | $0.79 | +15.4% | $60.8B |
| XOM | ExxonMobil Holdings Corpo | $3.63 | $4.11 | +13.4% | $644.3B |
| SMFG | Sumitomo Mitsui Financial | $0.44 | $0.5 | +13.3% | $164.4B |
| IMO | Imperial Oil Limited | $4.17 | $4.52 | +8.4% | $64.4B |
| CVX | Chevron Corporation | $5.6 | $6.06 | +8.1% | $392.0B |
| AU | AngloGold Ashanti plc | $2.11 | $1.98 | -6.1% | $40.1B |
| ENB | Enbridge Inc. | $0.6 | $0.63 | +5.6% | $118.9B |
Report generated: 2026-07-31 15:10 Data: Yahoo Finance | Model: v2 Dynamic Weights + Q-Score 37 of 37 tickers reported