$ServiceNow(NOW)$ I'm continuing to DCA into ServiceNow ($NOW) because I still believe the long-term fundamentals remain much stronger than the short-term price action suggests. ServiceNow is no longer simply an IT workflow company—it is positioning itself as an AI control tower for enterprises, connecting AI, data, security and workflows on a single platform. Its Q2 2026 results reinforced that thesis, with subscription revenue growing 24.5% year over year and remaining performance obligations reaching $29 billion. What gives me confidence is that the AI story is increasingly translating into real commercial adoption. ServiceNow AI crossed $1 billion in annual contract value in Q2, while agentic AI deployments increased significantly. The com
$AFRM Climbs Toward $81 After Bernstein Turns Bullish
$Affirm Holdings, Inc.(AFRM)$ $AFRM Affirm Holdings +2.64%: Momentum Reclaims $77, $81 Resistance Next Target Latest Close Data: AFRM closed at $77.03 (+2.64%) on Aug 24, 2026, with volume of 2.39M shares (Volume Ratio 0.83). Price sits 23% below the 52-week high of $100.00, and 83% above the 52-week low of $42.09. Core Market Drivers: Bernstein recently initiated coverage with an "Outperform" rating, and BofA raised its target from $88 to $93. Analysts cite Affirm's expanded $675M credit facility (extended to 2029) and the renewed $1.7B forward flow agreement with CPP Investments as key liquidity catalysts. 💳 Technical Analysis: MACD remains bullish with DIF (0.11) above DEA (0.01), though momentum is moderating. RSI(6) at 54.9 and RSI(12) at 52.
$Toyota(TM)$ $Toyota Motor Corp.(TM) +2.66% Closes at $197.35 — Bullish Breakout Eyes $218.96 Resistance, $220+ Target in Play 🚗⚡ Latest Close Data TM closed at $197.35 (+2.66%) on Aug 24, adding $5.11 with volume of 36.91万 (Volume Ratio 1.24, above average). Price is now 20.7% below the 52-week high of $248.90, and sits just 9.9% below the identified resistance at $218.96. Core Market Drivers Toyota extended its rebound as investors rotated into value/defensive auto names with a 3.02% dividend yield and P/E of only 9.18. Broad market focus on shareholder returns and capital efficiency supported the move; no company-specific catalyst dominated, but short-volume ratio eased from 18.88% to ~14% over the prior week, reducing near-term supply pressure.
$ILMN Breaks $220 After Q2 Beat and Guidance Raise
$Illumina(ILMN)$ $Illumina(ILMN) +2.89% Surges to 52-Week High, Clinical Sequencing Momentum Breaks $220 Resistance, $230 Target in Sight Latest Close Data ILMN closed at $219.40 (+2.89%) on Aug 24, touching a fresh 52-week high of $220.43. After-hours strength at $219.11 confirms persistent bid. The stock now sits just 0.5% below that high, with YTD range of $88.00–$220.43. Core Market Drivers RBC Capital's note that competitive fears are fading in clinical sequencing continues to fuel accumulation. Q2 beat (EPS $1.31 vs $1.23 est.; revenue $11.59B vs $11.30B est.) and raised FY guidance of $4.52–$4.62B keep fundamentals strong. Capital flow turned sharply positive with 5-day net inflow of $3,267.79M. Technical Analysis Volume of 1.92M shares (VR
$SBUX Reclaims $107 After Four Straight Quarters of Same-Store Sales Growth
$Starbucks(SBUX)$ $SBUX Surged +2.97% to $107.08: Starbucks Reclaims $107 Pivot, Bulls Eye $110.51 52-Week High 🚀☕ 📊 Latest Close Data Starbucks closed at $107.08 (+2.97%) on 2026-08-24, just 3.3% below its 52-week high of $110.51. Volume was 5.55M shares, turnover 0.49%, with amplitude of 3.89% — a decisive breakout from the prior session's $103.99 close. 🔥 Core Market Drivers Bloomberg reported Starbucks is cutting 100+ corporate jobs as part of restructuring, while CEO Brian Niccol's turnaround enters its second year. Last month's Q3 results showed a fourth consecutive quarter of same-store sales growth, with full-year guidance raised. Deutsche Bank lifted its target to $126 from $120, maintaining Buy. 📈 Technical Analysis RSI(6) jumped from 31
$Ford(F)$ $F Surged +3.00%: Ford Reclaims $14.41, MACD Turns Bullish with $15.29 Resistance in Sight Latest Close Data: Ford closed at $14.41 on Aug 24, +3.00% ($0.42), just 18.9% below its 52-week high of $17.78. Volume hit 45.12M shares, with a volume ratio of 1.13 indicating above-average participation. After-hours trading nudged to $14.39. Core Market Drivers: Ford rallied alongside the auto sector as Stellantis, GM, and Rivian all posted gains. The company confirmed it will begin selling a mid-size electric truck at $28,350 from early 2027, reinforcing its EV affordability strategy. The stock's 4.16% dividend yield continues to attract income-focused buyers despite negative trailing earnings. Technical Analysis: MACD just flipped bullish — DIF c
Four Raises in One Week. The First One Is Already Below Its Placement Price
Hello. Last friday's US session was a quiet one — $Invesco QQQ(QQQ)$ closed up 0.35 per cent, $SPDR S&P 500 ETF Trust(SPY)$ 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August $BABA-W(09988)$ announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;