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Archive_View: 2026-01-16
Albemarle Corporation
ALB
SPY
-6.18%
Global leader in the development, manufacture, and marketing of highly engineered specialty chemicals. It is the world's largest lithium producer, providing essential ingredients for electric vehicle (EV) batteries, energy storage, and consumer electronics.
BULLISH
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Amcor plc
AMCR
SPY
-7.29%
Amcor plc is a global leader in developing and producing responsible packaging solutions for food, beverage, pharmaceutical, medical, home, and personal-care products.
NEUTRAL
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Advanced Micro Devices, I…
AMD
SPY
+14.11%
Advanced Micro Devices, Inc. is a global semiconductor company that develops high-performance computing and visualization products. Its core business includes Data Center, Client, Gaming, and Embedded systems.
BULLISH
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AppLovin Corporation
APP
SPY
-6.3%
AppLovin is a leading mobile advertising technology company that provides a software-based platform to enable mobile app developers to market and monetize their content. It completed a strategic pivot in 2025 to become a pure-play AdTech firm.
BULLISH
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Constellation Energy Corp…
CEG
SPY
-9.82%
Constellation Energy Corporation is the largest producer of carbon-free energy in the United States, operating a massive fleet of nuclear, hydro, wind, and solar generation assets. It is a key supplier of clean baseload power, increasingly sought after by data centers and AI hyperscalers.
NEUTRAL
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Salesforce, Inc.
CRM
SPY
-12.63%
The global leader in Customer Relationship Management (CRM) software, providing cloud-based solutions for sales, service, marketing, and commerce. Its "Customer 360" platform now integrates the Agentforce AI layer and Slack for enterprise collaboration.
BEARISH
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GE Vernova Inc.
GEV
SPY
+6.12%
GE Vernova Inc. is a global leader in the energy transition. It operates through three primary segments: Power, Wind, and Electrification.
BULLISH
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Intuit Inc.
INTU
SPY
-15.71%
Intuit Inc. is a global financial technology platform serving consumers and small businesses with key products including TurboTax, QuickBooks, Mailchimp, and Credit Karma.
NEUTRAL
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Moderna, Inc.
MRNA
SPY
+21.95%
Moderna, Inc. is a biotechnology company pioneering messenger RNA (mRNA) therapeutics and vaccines. Its commercial portfolio currently relies on its COVID-19 vaccine (Spikevax), but it is aggressively expanding into seasonal flu, RSV, latent viruses, and personalized cancer vaccines.
BULLISH
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Micron Technology, Inc.
MU
SPY
+7.76%
Micron is the only major U.S.-based manufacturer of memory and storage solutions, primarily DRAM and NAND flash memory. Its products are essential for data centers, PCs, smartphones, and automotive electronics.
BULLISH
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Super Micro Computer, Inc…
SMCI
SPY
+10.94%
Super Micro Computer, Inc. is a global leader in high-performance, high-efficiency server technology and innovation. SMCI provides end-to-end green computing solutions for Data Center, Cloud Computing, Enterprise IT, Big Data, HPC, and Embedded Markets.
NEUTRAL
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State Street Corporation
STT
SPY
-6.07%
State Street Corporation is a leading global financial services provider to institutional investors, specializing in investment servicing and investment management. It provides services such as custody, accounting, and administration, along with asset management through State Street Global Advisors.
NEUTRAL
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Trimble Inc.
TRMB
SPY
-5.96%
Trimble provides technology solutions that connect the physical and digital worlds. Its core offerings focus on positioning, modeling, connectivity, and data analytics for industries such as agriculture, construction, geospatial, and transportation.
NEUTRAL
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Vistra Corp.
VST
SPY
-7.54%
Vistra Corp. is a leading Independent Power Producer (IPP) and retail electricity provider based in Texas. It operates a massive, diverse fleet of power generation assets.
NEUTRAL
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West Pharmaceutical Servi…
WST
SPY
-7.02%
A global leader in the design and manufacture of packaging components and delivery systems for injectable drugs and healthcare products. They are a critical supplier of elastomer stoppers, seals, and aluminum caps for vials used in vaccines and biologics.
NEUTRAL
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