| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| COHR | Coherent | $379.13 | +13.4% | 1.9x | 64 (PART) (+3.4) | NEUTRAL 40 |
| Why: Rallied as part of a broad tech rebound after the soft jobs report eased Fed rate-hike fears, with optics… | ||||||
| Stock Market Today: Nasdaq Leaps As Fed Rate-Hike Odds Sink; Biotech Jumps 20%… — Stock Market Today: The major indexes close with gains across the board. A medical testing stock soars 20%. [source](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-july-jobs-report-cloudflare-stock/?src=A00220&yptr=yahoo) | ||||||
| [2] Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings? — AAOI's record Q2 revenues and surging AI-driven demand fuel growth, but supply constraints, competition and valuation… [source](https://finance.yahoo.com/markets/stocks/articles/hold-applied-optoelectronics-stock-post-180700125.html) | ||||||
| [3] SpaceX, Doximity, Trade Desk, Rigetti, Coherent, and More Stocks That Explain… — FEATURE Stocks rose Friday with tech names picking up steam after the U.S. jobs report for July was softer than… [source](https://www.barrons.com/articles/stock-movers-85c510af?siteid=yhoof2&yptr=yahoo) | ||||||
| LITE | Lumentum | $890.17 | +6.2% | 1.3x | 59 (PART) (+0.3) | NEUTRAL 30 |
| Why: Surged ahead of next week's earnings report amid strong AI optics demand and the 1.6T transceiver ramp, with… | ||||||
| Is Lumentum Holdings (LITE) Fully Valued After Its Recent Rally? — Leadership transition and why it matters for Lumentum Holdings Lumentum Holdings (LITE) recently disclosed that… [source](https://finance.yahoo.com/markets/stocks/articles/lumentum-holdings-lite-fully-valued-190941490.html) | ||||||
| [2] Nvidia-Backed Lumentum Reports Earnings Tuesday. Here’s How Much the Stock… — Lumentum is set to report earnings Tuesday afternoon, with traders anticipating a big swing in the optical and photonic… [source](https://www.investopedia.com/nvidia-backed-lumentum-reports-earnings-tuesday-here-is-how-much-its-stock-could-move-lite-q4-fy2026-12035518) | ||||||
| [3] Should Lumentum Stock Be in Your Portfolio Pre-Q4 Earnings? — LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints… [source](https://finance.yahoo.com/markets/stocks/articles/lumentum-stock-portfolio-pre-q4-171600793.html) | ||||||
| SMCI | Super Micro | $31.13 | +6.0% | 0.7x | 31 (OPEN) (+1.4) | NEUTRAL 30 |
| Why: Jumped on announcements of new liquid-cooled AI data center racks and the AMD Instinct Coder turnkey… | ||||||
| Why Super Micro (SMCI) Is Up 6.0% After AI Rack Expansion And AMD Instinct… — In recent days, Super Micro Computer announced a cash dividend of US$14.7778 per share on its 7.00% Series A Mandatory… [source](https://finance.yahoo.com/technology/ai/articles/why-super-micro-smci-6-171745810.html) | ||||||
| [2] Supermicro (SMCI) Stock Looks Like A Bargain At This Price — Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation… [source](https://finance.yahoo.com/markets/stocks/articles/supermicro-smci-stock-looks-bargain-161727482.html) | ||||||
| MRVL | Marvell | $218.72 | +3.9% | 0.8x | 54 (PART) (+1.4) | NEUTRAL 30 |
| Why: Rose with the broader AI networking trade as investors rotated beyond GPUs into networking, software, and… | ||||||
| CEG | Constellation Energy | $269.89 | +3.4% | 0.9x | 41 (PART) (+2.5) | NEUTRAL 50 |
| Why: Climbed after announcing 920 MW of new power deals including a Walmart PPA, plus raised 2026 guidance and… | ||||||
| Constellation Signed 920 Megawatts of New Power Deals, Including a Walmart PPA.… — Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal. [source](https://www.fool.com/investing/2026/08/07/constellation-signed-920-megawatts-of-new-power-deals-including-a-walmart-ppa-heres-what-it-means-for-ceg-stock/) | ||||||
| [2] Constellation Energy Stock: Analyst Estimates & Ratings — Constellation Energy has underperformed the broader market over the past year, yet analysts remain highly bullish about… [source](https://www.barchart.com/story/news/3720623/constellation-energy-stock-analyst-estimates-ratings) | ||||||
| [3] CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals — Constellation lifts 2026 earnings guidance as Calpine accretion, nuclear contracting and Crane progress strengthen its… [source](https://finance.yahoo.com/energy/articles/ceg-q2-earnings-call-focuses-140000149.html) |
| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| STX | Seagate | $812.76 | -4.7% | 1.0x | 54 (PART) (-0.7) | NEUTRAL 0 |
| Why: Sold off sharply as memory stocks tumbled following Western Digital's disappointing earnings and SK Hynix's… | ||||||
| Jim Cramer Didn’t Think Seagate Technology Holdings plc (NASDAQ:STX)’s Earnings… — Seagate Technology Holdings plc (NASDAQ:STX)’s shares have caught a lot of quarters, including Cramer, by surprise in… [source](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-didn-t-think-182716107.html) | ||||||
| [2] SK Hynix Drops 5% After Approving $38B in New Memory Fabs; Seagate Falls 7%… — SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off.… [source](https://247wallst.com/investing/2026/08/07/sk-hynix-drops-5-after-approving-38b-in-new-memory-fabs-seagate-falls-7-micron-barely-dips/) | ||||||
| BE | Bloom Energy | $219.34 | -4.2% | 0.8x | 62 (PART) (-0.8) | NEUTRAL 15 |
| Why: Fell as the fuel cell sector extended its month-long decline; Bloom Energy has shed over 20% in four weeks… | ||||||
| Best Growth Stocks to Buy for August 7th — SNDR, NESR and BE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 7th, 2026. [source](https://finance.yahoo.com/markets/stocks/articles/best-growth-stocks-buy-august-080800594.html) | ||||||
| [2] SoFi and Visa Earnings Point to Consumer Confidence — Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa. [source](https://www.fool.com/investing/2026/08/07/sofi-and-visa-earnings-point-to-consumer-confidence/) | ||||||
| [3] Bloom Energy Is Down 20% in a Month. Is It Time to Switch to Plug Power or… — Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision… [source](https://247wallst.com/investing/2026/08/06/bloom-energy-is-down-20-in-a-month-is-it-time-to-switch-to-plug-power-or-fuelcell-energy/) | ||||||
| WDC | Western Digital | $434.30 | -3.8% | 1.4x | 36 (PART) (+0.0) | NEUTRAL 0 |
| Why: Dropped alongside Seagate as memory and storage stocks continued to slide following Western Digital's own… | ||||||
| Can MU Stock Compound Its Way Higher? — A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that… [source](https://www.trefis.com/articles/610529/can-mu-stock-compound-its-way-higher/2026-08-07) | ||||||
| [2] US Jobs Report in Focus as Middle East Tensions and Corporate News Shape… — US stock futures traded close to unchanged on Friday as investors awaited the latest employment data, a key release… [source](https://investorshub.advfn.com/market-news/article/33690/us-jobs-report-in-focus-as-middle-east-tensions-and-corporate-news-shape-markets-dow-jones-sp-nasdaq-wall-street-futures) | ||||||
| ANET | Arista | $188.67 | -1.9% | 0.8x | 42 (PART) (-5.6) | BULLISH 45 |
| 3 Reasons Why Growth Investors Shouldn't Overlook Arista Networks (ANET) — Arista Networks (ANET) 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-164502198.html) | ||||||
| [2] Stock Market Rally Powers Ahead; SpaceX, Palantir, Sandisk Are Key Earnings… — The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir… [source](https://www.investors.com/news/stock-market-rally-powers-ahead-spacex-palantir-sandisk-are-key-earnings-movers-weekly-review/?src=A00220&yptr=yahoo) | ||||||
| [3] Is ANET Worth Buying Now or Waiting for a Better Entry Point? — ANET pairs strong AI networking growth with record financial performance, but its premium valuation leaves little room… [source](https://finance.yahoo.com/markets/stocks/articles/anet-worth-buying-now-waiting-162300742.html) | ||||||
| AMD | AMD | $483.36 | -1.2% | 0.9x | 58 (PART) (-2.4) | NEUTRAL 15 |
| Jim Cramer Shares Reasons Behind Why NVIDIA Corporation (NASDAQ:NVDA)’s Shares… — NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled.… [source](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-shares-reasons-behind-182404118.html) |
Stories attached to multiple tracked tickers (shown once):
| Ticker | Score Now | Δ | Direction | Change% |
|---|---|---|---|---|
| ANET | 42 (PART) | -5.6 | ↓ cheapened | -1.9% |
| COHR | 64 (PART) | +3.4 | ↑ more priced | +13.4% |
| CEG | 41 (PART) | +2.5 | ↑ more priced | +3.4% |
| AMD | 58 (PART) | -2.4 | ↓ cheapened | -1.2% |
| VST | 40 (PART) | +2.0 | ↑ more priced | -0.6% |
| FCX | 46 (PART) | +1.6 | ↑ more priced | +2.1% |
Notable headlines for other tracked tickers:
MA alignment: 5 bullish / 2 bearish of 37 with signals.
| Ticker | Tech Score | Signal | >VWAP | MACD↑ | Px Score |
|---|---|---|---|---|---|
| NVDA | 80 | BULLISH | ✓ | ✓ | 31 (OPEN) |
| ETN | 80 | BULLISH | ✓ | ✓ | 61 (PART) |
| SCCO | 80 | BULLISH | ✓ | ✓ | 52 (PART) |
| AMZN | 65 | BULLISH | ✓ | – | 42 (PART) |
| CEG | 50 | NEUTRAL | ✓ | ✓ | 41 (PART) |
| ANET | 45 | BULLISH | ✓ | – | 42 (PART) |
| COHR | 40 | NEUTRAL | ✓ | ✓ | 64 (PART) |
| MSFT | 35 | NEUTRAL | ✓ | – | 38 (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 | +9.8% | 62 | bullish (2/2) | 0.55 |
| Storage | 2 | -4.2% | 45 | bearish (2/2) | 1.25 |
| Materials | 2 | +2.6% | 49 | mixed | 0.72 |
| SemiCap | 4 | +2.2% | 42 | bearish (1/4) | 1.24 |
| Semis | 7 | +1.8% | 38 | bullish (5/7) | 0.51 |
| Networking | 2 | -0.7% | 48 | bullish (2/2) | 0.40 |
| Hyperscaler | 5 | +0.5% | 35 | bullish (4/5) | 0.41 |
| DC Power/Cooling | 7 | +0.4% | 50 | bearish (3/7) | 0.96 |
| Power Gen | 6 | +0.3% | 43 | bearish (4/6) | 0.98 |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-08-15 | ECONOMIC | CPI Data (Aug) | HIGH |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-08-24 | CONFERENCE | Hot Chips 2026 — Chip Architecture | HIGH |
| 2026-09-05 | ECONOMIC | Non-Farm Payrolls (Sep) | HIGH |
6 relevant earnings today (Friday, August 07, 2026) — tracked tickers plus reporters ≥ $10B market cap.
| Symbol | Company | EPS Est | EPS Act | Surprise% | Mkt Cap |
|---|---|---|---|---|---|
| KDDIY | KDDI Corporation | $1.23 | $0.32 | -73.7% | $69.0B |
| PAA | Plains All American Pipel | $0.5 | $0.41 | -17.4% | $16.1B |
| TTWO | Take-Two Interactive Soft | $-0.21 | $-0.18 | +13.9% | $46.1B |
| ALIZY | Allianz SE | $0.79 | $0.75 | -5.9% | $189.9B |
| PPL | PPL Corporation | $0.34 | $0.33 | -4.0% | $26.7B |
2 relevant earnings tomorrow — tracked tickers plus reporters ≥ $10B market cap.
| Session | Count | Notable Companies |
|---|---|---|
| TAS/Other | 2 | — |
Report generated: 2026-08-07 14:02 Data: Yahoo Finance | Model: v2 Dynamic Weights + Q-Score 37 of 37 tickers reported