Picks for 2026-08-12

1. CLFDClearfield, Inc.

   Clearfield (CLFD) shares are moving today after the company reported its Q3 2026 earnings on August 5th, beating EPS estimates but missing slightly on revenue. While the company announced a significant $22 million hyperscale data center order, it also cut its full-year 2026 net sales and EPS guidance due to industry demand constraints. This mixed news, with a positive long-term data center outlook but near-term guidance reduction, is likely driving the stock's current volatility.

   5-day return -4.13% · -3.68% vs SPY · lagged SPY

2. NUNu Holdings Ltd.

   NU is seeing some upward momentum today, likely driven by recent news of its new Chief Financial Officer, Rob Livingston, outlining a disciplined growth strategy and continued expansion, particularly in the US. This follows the company's recent promotion of Livia Chanes to CEO for Latin America and a significant $4.2 billion investment plan for Mexico. The stock is currently trading near resistance, suggesting traders are watching if this positive news can push it higher.

   5-day return +7.74% · +8.19% vs SPY · beat SPY

3. AMATApplied Materials, Inc.

   Applied Materials (AMAT) is seeing increased attention as it approaches its fiscal third-quarter 2026 earnings call tomorrow, August 13th, with analysts expecting strong revenue and EPS growth driven by the ongoing AI spending boom. This comes after the company announced yesterday that UC Berkeley will join its EPIC Center as a research collaborator, focusing on semiconductor innovations for AI computing. The stock has recently rebounded from a July low, moving above its 200-day Exponential Moving Average, suggesting bullish control despite a recent "death cross" where a shorter-term average crossed below a longer-term average.

   5-day return -9.48% · -9.04% vs SPY · lagged SPY

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