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Decoding Intel’s Q2 | The Math Behind the Gross Margin Recovery Intel Corporation has emerged as a compelling turnaround story in the semiconductor sector, driven by robust demand for AI infrastructure and steady execution under CEO LipBu Tan Once struggling with manufacturing delays and competition, Intel is leveraging its integrated design and foundry model to capitalize on the AI boom while rebuilding investor confidence. The stock has experienced significant volatility, with a strong rally in the first half of 2026 followed by pullbacks, reflecting hig

FTNT Earnings | The AI Cybersecurity Leader Delivers Again Fortinet delivered an impressive second quarter 2026 report that exceeded expectations across nearly every key financial metric, reinforcing its position as one of the strongest performers in the cybersecurity sector Revenue climbed 26% year over year to $2.05 billion, while product revenue surged an exceptional 52% to $773 million, highlighting robust enterprise demand for Fortinet's next generation security solutions. Billings also accelerated by 33% to $2.37 billion, signaling healthy futur

S&P 500 CAUTION!!🚨 The S&P 500 may look strong—but underneath the hood, market breadth just hit a 23-year extreme. The RSP/SPY ratio—equal-weight S&P 500 vs. cap-weighted S&P 500—has fallen back to levels last seen around 2003. That means the index is becoming increasingly dependent on a small group of mega-cap stocks while the average stock continues to lag. Historically, extremes like this don’t stay stretched forever. Two ways this resolves: 1. Rotation: money flows out of the leaders and into the broade

Can a Single FDA Approval Reshape an Entire Pharma Juggernaut? In a market captivated by AI and semiconductor stocks, mid-cap healthcare often operates quietly in the background. Yet Amneal Pharmaceuticals (NASDAQ: AMRX) recently broke that quiet. On September 18, 2026, the FDA approved Amneal's generic Lanreotide Injection, a copy of Ipsen's Somatuline Depot, which generated $983 million in U.S. sales over the 12 months ended July 2026 (IQVIA). The approval added fresh momentum to a stock already up nearly 50% year-to-date. This event prompts a broader, mu

by TradeThePool

Abercrombie’s $1.27B Quarter Is Turning Heads Abercrombie & Fitch just delivered its 15th consecutive quarter of sales growth, with Q2 FY2026 net sales reaching a record $1.27 billion, up 5% YoY. The company also produced $4.17 diluted EPS and a 19.9% operating margin, both well above its previous outlook. But there is an important detail behind that monster EPS number Abercrombie received approximately $100 million in IEEPA tariff refunds, adding an estimated $1.75 per share to quarterly EPS. Even without that windfall, the underlying bus

Ralph Lauren Is Winning the Luxury War Ralph Lauren is showing that the luxury consumer is still spending. In Q1 FY2027, revenue jumped 14% YoY to $2.0 billion, or 13% in constant currency, beating expectations. Adjusted EPS climbed 22% to $4.59, while adjusted operating income reached $366 million. Even more interesting, adjusted operating margin expanded to 18.7% from 17.0% a year earlier, showing that Ralph Lauren is growing sales without giving away its pricing power 🌏 Asia is becoming the growth engine The geographical numbe

NVDA UPDATE — THE THESIS IS SHIFTING My initial idea was to see NVDA move lower toward the downside target around the $210 area. But price had a different plan. NVDA has now pushed above the liquidity I was watching, trading around $227, with the previous high near $234.76. That changes the structure of the setup. If price can continue holding above the reclaimed liquidity rather than falling back underneath it, the focus shifts from the downside target toward the $234.76 high and potentially a new ATH. My higher target around $2

SPX Time@Mode #2: Downtrend erased, Friday decides the advance The SPX weekly downtrend triggered on the 9/16 FOMC hike and has been retraced away: the bar trades 7,696.42 on Monday, back above the range the signal was built on. This week the tape has to trade the hike into September's live data calendar without the FOMC available as a hiding place: S&P Global Flash PMI Wednesday, Initial Jobless Claims and New Home Sales Thursday, Durable Goods and the SCOOS credit survey Friday, plus Xi Jinping in Washington and Costco after the Thursday close. Fed gov

Aviat Networks (AVNW): North American Recovery Aviat Networks (AVNW): North American Recovery Supports Further Upside. Aviat Networks (NASDAQ: AVNW) provides networking equipment and solutions to telecom operators and enterprises. Current share price: $20.46 12-month price target: $27.00 Potential upside: ~32% The investment case is supported by a recovery in North American demand, a growing order backlog, and higher shipments to broadband networks. Key growth drivers include continued private-network deployments and initiatives aimed at

by FreedomHolding

The Burn Now Has to Earn Investment or Burn? Topped at 384.48 on 5 Aug, sold off to 327.74 by 10 Sep, and has recovered back above its 50- and 100-day averages at ~345. It is above the 200-day (327.5) and holding. Momentum is neutral: RSI 55.0, no trend strength on ADX, MACD turning up from below zero. What our path to $371 may actually look like; 359.4 (Friday's high, sitting on the 100-day average), 364.1 (August supply), then 371-372. 371 base is not in play until 359 clears and holds. Downside refe

by alex-dunstan

4D chart. What will this show in the next 3 years?3 years from now is a long time. But, what will the moving averages of the 4D chart reveal? Rather than the 400MA, will it prove that it is influenced primarily by the 200MA? The price: does it dip below, or does it drop? How much time will the current price linger below it? On the 1D chart, the 400MA is the most telling for crypto. On the 1D chart, the 200MA appears to be most telling for things like "the DOW" and the S&P 500, but I think also the TOTAL3 for Crypto as well. Mind the averages

Long ROAD I have been researching this stock for a bit and wanted in but then it pushed to 120$ in short order. I’ve had a buy alert set to 95$. Looks like a double bottom on the weekly here. Fundamental assumptions: 18% operating cash flow growth , 15 multiple, over five years = 110% upside from here as a pessimistic baseline. This is how I build models. Their operating cash flow since 2022 is 59% with an average multiple of 26.

by Apollo_21mil

S&P 500 Daily Chart Analysis For Week of Sep 18, 2026 Technical Analysis and Outlook: In last week's trading session, the Spooz dropped and rebounded sharply with an eye on the vital Mean Resistance at 7,670, with strong potential to hit the next Mean Resistance identified as 7,722. Nevertheless, the current trading price action demonstrates a high probability that the S&P 500 index will see steady-to-lower moves in the upcoming session. This would hint at a drop to the Mean Support at 7,610 before rebounding toward the targets stated above. How

by TradeSelecter

EUR/USD Daily Chart Analysis For Week of Sep 18, 2026 Technical Analysis and Outlook: In last week's trading session, the Eurodollar tumbled to the Mean Support level of 1.146, then bounced sharply to target the Mean Resistance level of 1.150, with a possibility of a further incline to the Mean Resistance level of 1.155, with the respective targets serving as In-Force triggering points. On the downside, the Eurodollar continues to show a bearish bias, targeting the critical outcome identified as the interim Inner Currency Dip, priced at 1.142.

by TradeSelecter

Bitcoin(BTC/USD) Daily Chart Analysis For Week of Sep 18, 2026 Technical Analysis and Outlook: Bitcoin encountered a powerful upward movement in last week's trading session, successfully retesting the Key Resistance level at $81,700. Following this, the next target price is the completed Inner Coin Rally at $82,200, with an eye on the major advancement to the next Inner Coin Rally at $86,800. On the downside, the current trading price indicates a likely reignition of the In-Force Retracement to the Mean Support at $78,000, from the Key Resistance level

by TradeSelecter

Drones & AI | Why Is UMAC Becoming a Major Drone Warfare Stock ?Most people have a Hollywood scenario in their minds about WW3, countries using nukes on each other, while some billionaire like Peter Thiel buys remote islands and prepares for doomsday! But the truth is, we are already seeing what many describe as a new era of global conflict, involving the U.S., Israel and European countries on one side and Russia, China and Iran on the other. Yet nukes are not the super weapon most people think they are. Drones are. Drones are one of the most advanced tec

FSLR: U.S. Solar Tariffs Could Create a Pricing-Power Catalyst First Solar is setting up an interesting fundamental and technical scenario as the U.S. moves closer to imposing steep anti-dumping and countervailing duties on solar imports from India, Indonesia and Laos. The key point is not simply that tariffs make imported panels more expensive. First Solar uses CdTe thin-film technology, while the current trade case focuses on crystalline-silicon photovoltaic products. That gives FSLR a potentially favorable competitive position if imported c-Si modules

BOND Break Out?💣 Bonds Near a Major Breakout — And It’s Not Bullish for Risk Assets We’re approaching a critical breakout zone in bonds. At first glance, you might think: “High demand for U.S. debt? That’s great! Higher bond prices, lower yields, cheaper interest payments!” That’s Trump-math logic — the same kind that says prices are “down 300%.” 😅 You can only go down 100%, folks. No matter where the price goes! Here’s the real story: For bond prices to surge, investors must be running from risk. Big money

DOUBLE "CRACK" DONUT PLEASE!DNUT $530M equity value vs ~$865M debt. Some improvement has taken place but revnue growth sucks!, Still a long way to go. Going lower. If you enjoy the work: 👉 Drop a solid comment. Let’s push it to 7,000 and keep building a community grounded in raw truth, not hype.

CADJPY Weakness CADJPY — CAD Weakness / JPY Strength Thesis I’m watching CADJPY to the short side, with Monday’s Canadian CPI print as the next important catalyst. The thesis is built around a growing divergence between the two currencies. CAD has previously held without a clear incentive for the Bank of Canada to tighten again, while the yen is beginning to strengthen into the next BOJ decision window. At the same time, ongoing trade pressure remains a headwind for CAD and makes sustained CAD strength harder

What's Next for Apple with a New CEO & Foldable iPhone?Story Apple unveils its new iPhone lineup on Wednesday, the first major product event of John Ternus's tenure as chief executive. Apple shares fell around 2.5% on Tuesday to near $320, giving back part of the 2.7% pop made on 1 September, Ternus's first day as CEO. The stock remains within reach of its 2026 all-time high of $344.57. Technicals Price has climbed from the April 2025 low through a rising channel, with both the 20-week (30,791) and 50-week (28,119) moving averages trending up a

by jasperlawler

Can Pfizer Outrun Its Massive Post-COVID Patent Cliff?Pfizer stands at a strategic crossroads. COVID-19 demand has normalized hard. Comirnaty fell 34% operationally in Q2 2026, and Paxlovid fell 95%. Non-COVID therapeutics now carry the enterprise. Excluding Comirnaty and Paxlovid, Q2 revenues grew 5% operationally. Launched and acquired products grew 18% operationally. Pfizer raised 2026 revenue guidance by $500 million at the midpoint to $60.5 to $62.5 billion. The raise reflects roughly $1.5 billion of better-than-expected non-COVID performanc

by the5erstrading

Can the Australian Dollar Survive Fed Hikes?Macroeconomic Divergence The Federal Reserve raised its target range to 3.75% to 4.00% on September 16, 2026. The vote was unanimous at 12-0. This was the first US rate increase since July 2023. Updated projections signal another hike may follow this year. The move narrowed Australia’s yield advantage without erasing it. The RBA cash rate sits at 4.35%, still above the new US range. The Reserve Bank hiked three times earlier in 2026, then held in August. Markets now price roughly a 78% chanc

by the5erstrading

Worth trading on the iPhone Duo?Short answer: probably no, and It has to do more with reporting periods than the new lineup. Apple's FQ4 2026 closes Sat 26 Sep. The 18 Pro hits shelves Fri 18 Sep, 9 selling days inside the quarter, about 10% of it. Last year was also 9 days (17 series, 19 Sep, quarter closed 27 Sep). The lineup's real revenue event is the December quarter, reported late January. Apple guided FQ4 to +9–11% on a $102.5bn base → $111.7–113.8bn, midpoint ~$112.8bn. That growth comes from the installed bas

by alex-dunstan