$FIG IPO trading started. Up +183% out of gate.

Ok, $NXT has climbed back gradually after initially falling -12%… may go green later in after hours or tomorrow.

$NXT earnings a clear beat-and raise, not sure why the stock price is down not up. Plus, the new initiative of AI/Robotics initiative opens new potential for enahnced & expanded business. $MARA +4% $FRSH + <1% $NXT -2%

What a great day for $CLS $SOFI! $CLS +18%, new ATH $NEGG +15% $SOFI +14%, new 52WH & a touch to new ATH $RMBS +10%, new 52WH $CDNS +9%, new ATH Next up: $NXT $VRT earnings.

AH movers: ↗️ $CLS +10% $GRAB +7% $CDNS +7% $RMBS +5% $CR +4% ↘️ $BMNR -15% Futures are in green.

So far AI infrastructure plays all reported strong earnings results: $FIX $CLS $CR $RMBS.

Remember $FIX went up 22%+ post earnings!

$CLS earnings out: beat & raise! Q2 rev $2.89B vs $2.67B est, +21% YoY Q2 EPS $1.39 vs $1.23 est, +54% YoY Q3 rev guid $3.00B vs $2.76B est Q3 EPS guid $1.45 vs $1.29 est FY25 rev guid $11.55B vs $10.96B est FY EPS $5.50 vs $5.06 est Shares up +10% now but I guess it will be

We could have a great week ahead. Trump's new deal w/ EU & the potential of extended tariff pause w/ China have made cyptocurrency & index futures all up on Sunday. A lot of economic data & many earnings reports in the week... hope the increasing trade tariff clarity will help

I'd pay most attention to $CLS $NXT $EOSE $INOD, as well as $SPOT $VRT $CVNA $ENVX. I'm also more interested in $TMDX $WRD $BE than most other stocks but $TMDX may have some challenges in Q3 & $BE recently moved too high too fast. $WRD did well for the last 2 earnings reports

Watchlist for earnings next week: Mon $CLS $CR $RMBS Tue $CARR $SPOT $SOFI $PYPL $FRSH $NXT $MARA Wed $VRT $MSFT $META $CFLT $AUR $QCOM $ARM $LRCX $WDC $PI $MOD $HOOD $DXCM $ALGN $TMDX $WAY $CVNA $EOSE Thu $EME $PWR $CCJ $ALGM $WRD $RBLX $AAPL $AMZN $NET $INOD $RDDT $ROKU $APPF

Fri is another record day! Big movers: ↗️ $FIX +22% $ARX +15% $DECK +12% $NEG +10% $SEZL +8% $ASPI +8% $TSSI +8% $HNST +7% $NNE +7% $INOD +6% $PONY +6% $STRL +6% $NTLA +6% $OKTA +5% ↘️ $ASTS -11% $GAME -11% $XYF -9% $PRCT -8% $JFIN -8% $QS -8% $OUST -7% $DFDV -7% $WOLF -6% $FINV

Top AH movers: $COUR +20% $SCHL +15% $FIX 14% $DECK +10% $EW +6% $ASTS -7%

*$965M vs $900.4M. Man, has to blame fat fingers.

Ok, climbing back, now back to +10% up👍

Wow, some bad things were talked up in the $DECK’s earnings call?

Earnings AH: $DECK: - Rev $965M vs $99.4M est, up +18% YoY - EPS $0.93 vs $0.68 est, up +24% YoY - Q2 rev guid $1.4B vs $1.4B est - Q2 EPS guid $1.525 vs $1.51 est Shares up +17% Others: $FIX double beat shares up +12%; $INTC mixed results shares up +3%

$ARX, a specialty insurance marketplace, started trading just now & up +31% from an offering price of $21. This compares to other 3 new IPO debuts in the week: $CARL $NIQ $MH, which are all trading under respective offering prices.