Asset Managers and Hedge Funds have now built the largest Nasdaq Futures short position in history
Source: Barchart
Sandisk $SNDK is now up 62% in the last 14 days, adding $101 billion to its market value.
SanDisk has now broken past almost every analyst target on Wall Street. Source: Bull Theory
Energy stocks are up by nearly 38% so far this year ... so far, that ranks as the third best year going back to 1990.
Source: Kevin Gordon Bloomberg
Equity options on specific assets will begin trading at 7:15 ET starting this Monday (TODAY).
Here are the full requirements for eligibility for pre-market options trading: -the option class has an average daily volume of 150,000 contracts or higher -the underlying equity to the option has a $50 billion or higher market capitalization, and -the underlying equity to the option has an average daily traded volume of 10 million shares or higher. Source: Trend Spider
The new AI infrastructure stack
Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Source: Shay Boloor Piper Sandler
Tech has had quite the month so far... and we're not even halfway done
Source: Trend Spider
Reddit Stock Surges 12%, Set to Join S&P 500 Index This Month
Reddit will join the S&P 500 Index before the US market opens on August 18, driving a 12.45% surge in extended trading. While inclusion enhances market visibility and potential passive fund demand, the traditional "index effect" has moderated. Reddit faces core challenges, including slowing US user growth and search referral volatility driven by AI-powered search changes. Despite a robust second-quarter revenue report, the stock remains down about 31.9% year-to-date as investors weigh long-term traffic sustainability against its growing valuation and strategic positioning alongside Meta Platforms in the social media sector. Source: TradingKey, Trend Spider
Anthropic is now projected to IPO by October 31st
Source: Stocktwits, Polymarket
