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11 minutes ago
$AMGN Hits a 52-Week High as Q2 Beat and MariTide Focus Lift the Stock
$Amgen(AMGN)$ $Amgen (AMGN) +4.02% Surges to 52-Week High $442.36: Biotech Giant Breaks Multi-Month Resistance, $452 Target in Sight Latest Close: $442.36 (+4.02%), hitting a fresh 52-week high of $443.20. Price now sits 64% above the 52-week low of $269.77. 📈 Core Drivers: Q2 earnings beat across the board (EPS $6.29 vs $5.62 est; revenue $10.05B vs $9.43B est) and full-year guidance raise. AMGN terminated early-stage obesity drug AMG 513 to focus on Phase III MariTide, triggering multiple analyst target hikes. 💊 Technical Analysis: Volume ratio at 1.03 with $1.12B traded. RSI(6) at 88.5 and RSI(12) at 81.4 signal deeply overbought conditions. MACD histogram expanding to 4.89 with DIF (14.50) well above DEA (12.05), confirming strong bullish mome
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14 minutes ago
$F Gains 4.09% as Jefferies Upgrade and EV Truck Plans Lift Ford
$Ford(F)$ $Ford (F) Surged +4.09%: Ford Reclaims $14.50, MACD Bull Cross Ignites $15 Target Zone 🚗💥 Latest Close Data Ford closed at $14.50 on Aug 20, 2026, up +4.09% (+$0.57), with volume of 50.81M shares (1.48x average ratio). Price sits just 18.4% below its 52-week high of $17.78 and well above the 52-week low of $11.11. Core Market Drivers Sector-wide auto strength: Stellantis +8%, Rivian +3.3%, GM +2.6% on Aug 19. Jefferies upgraded F from Hold to Buy on July 27, lifting target from $14.50 to $17.50. Ford confirmed mid-size electric truck launch from early 2027 at $28,350. Technical Analysis MACD shows a fresh bullish crossover: DIF (-0.028) has crossed above DEA (-0.025), with histogram narrowing to -0.006, signaling momentum shift. RSI(6) jump
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18 minutes ago
$CHWY Gains 4.12% as Pet E-Commerce Strength and Short Squeeze Potential Build
$Chewy, Inc.(CHWY)$ $Chewy, Inc.(CHWY) +4.12% Rally Pushes Toward $24.18 High, Momentum Building for $25.95 Retest 📈 Latest Close Data: CHWY closed at $23.99 (+4.12%) on 2026-08-20, just 0.8% below the session high of $24.18. The stock now sits 44.9% below its 52-week high of $43.50, but 37.9% above the 52-week low of $17.40. Core Market Drivers: Pet e-commerce strength continues amid resilient consumer spending. Chewy's Autoship subscription model and expanding pet healthcare services are attracting renewed institutional interest. Short volume ratio remains elevated at ~21%, creating squeeze potential as price action improves. Technical Analysis: Volume reached 5.61M shares (volume ratio 0.98). MACD shows bearish momentum fading: DIF at 0.468 vs
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42 minutes ago
$UBER Rebounds 4.53% as 20%+ Bookings Growth Restores Investor Confidence
$Uber(UBER)$ $Uber Technologies, Inc.(UBER) +4.53% to $78.04: Ride-Hailing Giant Regains Momentum, $80 Breakout in Sight 🚀📈 Latest Close Data: UBER closed at $78.04 (+4.53%) on Aug 20, 2026, bouncing from $73.97 low to $79.31 high. Still ~23% below its 52-week high of $101.99. Core Market Drivers: Sentiment recovered after recent Waymo-driven selloff as gross bookings growth remains above 20%. Food delivery expansion continues to outpace ride-hailing, reinforcing the platform's dual-engine narrative. Technical Analysis: Volume surged to 19.06M shares (1.24× ratio) confirming accumulation. MACD DIF (1.26) stays well above DEA (0.78) with positive histogram expanding. RSI-6 jumped to 67.9, RSI-12 at 61.8, both leaving oversold territory. KDJ J-value
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58 minutes ago
$G Jumps 5.05% as Fresh Capital Inflows Revive the Rally
$Genpact(G)$ $Genpact(G) +5.05% Pop to $36.40: Momentum Building Toward $38.49 Resistance 🚀 Latest Close Data: G closed at $36.40 (+5.05%) on Aug 20, 2026, with intraday range $34.74–$37.15. Still -25.2% below 52W high of $48.64, but now +35.6% above 52W low of $26.85. After-hours at $36.40. Core Market Drivers: No company-specific news driving today's move. Broader sentiment appears risk-on following U.S. Treasury's expanded long-dated bond buyback stabilizing rates. G's +5% pop came on volume ratio 1.84x with 6.96% amplitude, signaling renewed institutional accumulation after 5-day capital outflow streak flipped to inflow (+1.53M on 8/14). Technical Analysis: MACD remains negative (DIF 0.908 < DEA 0.965, histogram -0.113) but is narrowing fast —
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19:38
Plunge! How Did Alibaba's Earnings Really Turn Out?
$Alibaba(BABA)$ released its first-quarter fiscal 2026 earnings report, with revenue of RMB 268.95 billion, roughly in line with market estimates (RMB 268.52 billion). However, adjusted ADS earnings came in at only RMB 8.52, far below the year-ago figure of RMB 14.75 and the estimate of RMB 11.28. Adjusted net income was RMB 20.72 billion, down 38% year-over-year and missing expectations. Adjusted EBITDA was RMB 39.14 billion, down 14% year-over-year but slightly above estimates. Other income for the quarter was RMB 28.8 billion, significantly below the estimate of RMB 61.15 billion. The company repurchased approximately 13.4 million shares for a total of $162 million. Profit contribution from Ant Group was $230 million. Following
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19:24
$AFRM Rallies 5.13% as Bernstein and BofA Strengthen the Bull Case
$Affirm Holdings, Inc.(AFRM)$ $Affirm Holdings, Inc.(AFRM) +5.13% Surge Clears $77, Bulls Eye $78.43 Resistance for Breakout Latest Close: $77.33 (+5.13%), intraday high $78.76, low $73.35. Now trading just 1.4% below resistance at $78.43 and 22.7% below 52-week high of $100. Core Drivers: Bernstein initiated coverage with Outperform rating, adding to recent BofA target hike to $93. Macro tailwind from stabilizing consumer credit and sustained BNPL adoption continue to support momentum. Technical Analysis: Volume came in at 2.93 million shares with Volume Ratio of 0.95, confirming participation without exhaustion. RSI(6) rebounded to 56.4 from 40.4, exiting oversold territory while RSI(24) sits at 52.8 — room to run before overbought. MACD flipped
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15:16
The Fever in Rates Broke. What Ran Hardest Was a Cancer Vaccine
Hello. The long end, which had been pressing on everything for three days, got held down on Wednesday. The 30-year Treasury yield first set a 19-year high intraday, then turned back after the US Treasury said it would at least double the size of its liquidity support buybacks in 10- to 30-year securities. The 30-year fell as much as 9 basis points to 5.19 per cent, closed near 5.20 per cent, and is down to 5.18 per cent today. But technology did not come back. $SPDR S&P 500 ETF Trust(SPY)$ closed up 0.21 per cent and $Dow Jones(.DJI)$ 0.22 per cent, and most of that came from healthcare while tech kept being sold. One headline put it plainly: the tech sell-off resumed an
TOP苏36: If I had to choose, I'd rather own the "toll collector" in the memory cycle than the companies forced to absorb higher costs. The key point is that rising memory prices are no longer an isolated semiconductor story. They are spreading downstream — from smartphones to GPUs and AI infrastructure. Xiaomi's adjusted profit fell 42.6% year over year as higher memory costs squeezed margins, while Intel's Arc Pro B70 prices have reportedly risen sharply in some markets. That tells me pricing power currently sits upstream. But I wouldn't blindly chase memory stocks after their huge run. The better strategy is to own the suppliers with strong pricing power, healthy balance sheets and long-term AI demand, while avoiding companies whose margins are being compressed. In short: follow the money upstream, but wait for valuation to give you an entry point. The Treasury's intervention may calm bonds temporarily, but it does not solve the underlying memory shortage. @Marktomarket [正经]
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19:08
Pop Mart’s earnings have turned out to be a major disappointment!
Just now, Pop Mart released its 2026 interim results. The numbers show that first-half revenue came in at RMB 17.173 billion, up 23.8% year over year but well below the market expectation of RMB 19.975 billion. Adjusted net income was RMB 5.156 billion, also significantly below the expected RMB 6.665 billion. In the first half of 2026, The Monsters, which includes Labubu, generated RMB 4.45 billion in revenue. Twinkle Twinkle generated RMB 2.65 billion, while Crybaby generated RMB 1.63 billion. By region, Pop Mart’s domestic revenue for the first half of the year was RMB 12.2 billion, revenue from the Asia-Pacific region totaled RMB 2.58 billion, revenue from Americas totaled RMB1.89 billion, and revenue from Europe and other regions totaled RMB 0.51 billion. Overseas revenue fell signific
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18:22
Futures Weekly:Institutions Pile into Energy&Metals as Tight Oil Inventories Risk Premiums
Over the past week, the core narrative shaping global asset pricing revolved around two themes. On the geopolitical front, negotiations between the United States and Iran over the Strait of Hormuz reached an impasse, with both sides engaging in heated exchanges and refusing to yield. According to Bloomberg tanker-tracking data, Middle Eastern crude oil loadings fell from 20 million barrels per day in early July to 12 million barrels per day by the end of July, with the supply disruption shifting from a “risk premium” into a “physical supply shortfall.” On the macroeconomic front, U.S. headline CPI rose 3.4% year over year in July, while core CPI increased 2.5%; month-over-month growth resumed. PPI rose 4.7% year over year, while nonfarm payroll employment unexpectedly declined by 23,000 in
TOP20m to 12m bpd is not just premium anymore, that's a real supply hole. Oil has the cleanest bid here while copper still needs demand proof
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19:00
$W Climbs 6.01% as Bernstein Upgrade Adds Fuel to the Post-Earnings Rally
$Wayfair(W)$ $Wayfair(W) +6.01% Surges Past $107, Eyes $120 as Momentum Builds Latest Close Data Wayfair closed at $107.80 (+6.01%) on Aug 20, 2026. Price is now just 10.2% below its 52-week high of $119.98, with intraday range $103.55–$107.92. Core Market Drivers Bernstein upgraded W to Outperform, lifting its target from $100 to $125. Oppenheimer also flagged Wayfair as a key beneficiary of home-goods recovery, citing share gains and margin improvement. The stock has extended its post-Q2 earnings breakout. Technical Analysis Volume reached 2.41M shares, with RSI(6) jumping to 67.3 and RSI(12) at 62.1 — bullish but not yet overbought. MACD histogram turned positive at +0.916, confirming renewed upward momentum. KDJ shows K-line crossing above D-line
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18:53
$JMIA Gains 6.15% as Short Squeeze Bets and Africa E-Commerce Sentiment Improve
$Jumia Technologies AG(JMIA)$ $Jumia Technologies (JMIA) +6.15%: Africa E-Commerce Momentum Builds, $7.96 Resistance in Focus 🚀 Latest Close Data 📊 JMIA closed at $6.73 on Aug 20, up +6.15% (+$0.39), well off its 52-week high of $14.72 but rebounding sharply from the 52-week low of $5.69. Intraday range: $6.35–$6.77. Core Market Drivers 📰 African e-commerce sentiment is improving as risk appetite rotates toward oversold emerging-market tech. Short volume ratio remains elevated (~30%), fueling squeeze potential. No major company-specific catalyst today, but capital inflows turned positive over the past two sessions, signaling renewed institutional interest. Technical Analysis 📈 Volume was 1.38M shares with a Volume Ratio of 0.47—below average, sugg
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18:09
[Live With Selina Han] From Strong Earnings to Falling Stocks: Decoding Big Tech, AI CapEx & the Q2
The tech tape has been sending a confusing signal. Across six weeks, nearly every trading day carried a major earnings report, an AI CapEx update, or a macro catalyst — and yet strong results were repeatedly met with falling share prices. Alphabet, Microsoft, Amazon, Meta and Apple all delivered, all reaffirmed aggressive AI investment, and all saw post-earnings pullbacks. The signal underneath is the same one every investor now has to decode: the AI buildout is real and accelerating, but the market has stopped rewarding spending on its own and started asking a harder question — who can actually convert AI investment into sustainable earnings and cash flow? Understanding that shift, heading into Jackson Hole and a data-heavy Fed path, is no longer optional. We're bringing in Selina Han, Fo
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18:24
Cancer Vaccine Breakthrough Sends $MRK Surging 12.6% Toward $155
$Merck(MRK)$ $Merck & Co., Inc.(MRK) Soared +12.60% to $152.20: Cancer Vaccine Breakthrough Ignites 13-Year Record Rally, $155 Target in Sight 🚀💊 Latest Close Data: MRK closed at $152.20, up +12.60% (+$17.03) on 2026-08-20, marking the largest single-day gain since March 2009. The stock hit a fresh 52-week high of $153.50 intraday, just 0.85% below the all-time high zone. Volume exploded to 32.78M shares (Volume Ratio: 3.64x), dwarfing the recent daily average. Core Market Drivers: Moderna (MRNA) and Merck's personalized mRNA melanoma vaccine (mRNA-4157/V940) achieved the primary endpoint in a Phase 3 trial for high-risk melanoma patients, preventing recurrence or spread. The breakthrough ignited a biotech sector-wide rally, with MRNA nearly do
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18:09
NetEase Q2 earnings released: revenue up, profit down. Where is it headed next?
NetEase reported Q2 net revenue of RMB 30.1 billion, up 7.9% year-over-year and beating market expectations of RMB 29.54 billion. Gross profit came in at RMB 21.2 billion, rising 17.5% year-over-year and surpassing the consensus estimate of RMB 19.57 billion. In contrast, adjusted diluted net income per ADS from operating activities was RMB 12.02, falling short of the market's expected RMB 15.59. On a segment basis, online game services revenue reached RMB 25.02 billion, exceeding expectations by RMB 740 million, while innovation and other businesses generated RMB 1.64 billion in revenue, in line with market forecasts. On the bottom line, net profit attributable to shareholders of the company was RMB 7.0 billion, down nearly 18.6% from RMB 8.6 billion in the same period last year. Followin
TOPRevenue and gross profit beat is the hard part that matters. Profit got dragged by impairment, so I care more about the game pipeline and overseas traction here
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08-19 17:45
🌟The bubble squeezers vs the yield riders: which side should investors choose? The bubble squeezers are like prophets of doom & gloom. They point directly to the US 30 year Treasury Bond yield blasting to its historic 19 year high at 5.33%. They argue that expensive debt slows economies & crashes over leveraged accounts. Interest rate is poking the speculative bubble. Their play? Sell the rallies, hoard cash & watch gravity take its prize. The Yield riders treat bond market panics like seasonal allergies - uncomfortable, temporary & entirely predictable. Every time a hot inflation strikes or geopolitical headlines send yield to multi year peaks, they simply shrug. They believe in the deep deflationary power of technology & innovation. They
TOPI’m with the deflation-through-innovation camp here. A 5.33% long bond yield feels more like a valuation reset than the endgame, and that’s usually when quality gets interesting.
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08-19 18:21
🌟🌟🌟The $Intel(INTC)$ inversion: Is this a healthy change of hands or the edge of a trend cliff? Case 1: Healthy change of hands. Intel isn't just an ordinary chip designer. It has the US government backing, injecting billions in CHIPS Act funding to secure domestic silicon supply chains. Intel presents great value compared to its peers. Case 2: The case for Trend Inflection Point. Turning Intel into a world class foundry takes a decade, not a quarter. Every minor delay in Intel roadmap forces margins lower , making a 6.6% single day decline highly indicative of smart money using the recent rally as a liquidity exit door. The Verdict: Hold or Sell? I prefer to invest in
TOPSMH makes more sense here. Intel turnaround risk is real, and the basket smooths out roadmap misses while keeping the upside in chips
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08-19 21:45
Silver (XAGUSD) Elliott Wave Perspective: Higher Extension to Finalize Impulse
The short‑term Elliott Wave view in Silver (XAGUSD) indicates that the metal is unfolding an impulsive structure from the July 17 low. From that level, wave ((i)) advanced to $60.93 before a corrective pullback in wave ((ii)) reached $56.54. Following this retracement, the market resumed higher in wave ((iii)), which developed as another impulse of lesser degree. Within this sequence, wave (i) ended at $62.9, while the subsequent dip in wave (ii) found support at $60.85. The rally in wave (iii) extended to $66.47, and the pullback in wave (iv) settled at $64.2. The final leg, wave (v), concluded at $66.8, thereby completing wave ((iii)) at a higher degree. At present, the market is correcting in wave ((iv)), which is unfolding as a flat Elliott Wave structure. Down from the wave ((iii)) pe
TOPHourly RSI divergence lines up with that ((iv)) idea too. If 61.1 to 63.2 holds, silver probably has one more push higher
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08-19 22:21
Beginner guide to why even good news market drops
Beginner guide to why even good news market drops ConclusionDespite supportive headlines—President Trump’s remarks about reduced tariffs on Canada and the Federal Reserve’s signal of more easing for corporate buybacks—Nasdaq declined today. The primary driver was profit-taking in mega-cap technology shares after a sharp rally, compounded by lingering inflation data and quarterly options expiration (quad witching) volatility. The positive macro headlines were largely priced in, while traders focused on stretched valuations and rising Treasury yields. Key Information Factor Detail Nasdaq Composite Fell ~1.2% intraday (approx. 180 points) as of 2:30 PM ET Mega-cap drag Nvidia (-2.4%), Microsoft (-1.8%), Apple (-1.5%) collectively shaved ~90 points off the index Treasury yields 10-year y
TOPYesterday’s dip-buy mindset still makes sense to me. Short-term shakeout is normal, but the long-term tech growth story looks intact if yields stop pushing higher
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08-19 23:10
I’d pick A — a company I like that’s down 30% from its high. I’d rather take advantage of a meaningful pullback in a company whose fundamentals and long-term story remain intact than chase a stock simply because it’s making new highs. For me, names like $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ and $Micron Technology(MU)$ can become especially interesting after a correction. A 30% drawdown doesn’t automatically mean the thesis is broken; sometimes it creates a much better risk/reward entry point,
TOPA 30% dip only matters if the multiple resets too. For Nvidia, I care more whether valuation is back near its own range than the drawdown itself.