FICO's earnings are intact, but score competition and debt keep the rebound a no-trade 2026-09 / week-1 Oracle prices $638B of RPO, but the funding bridge blocks a clean short 2026-09 / week-1 KFY's cash cushion is real, but the September 9 guide still cannot clear the 10/5 hurdle 2026-09 / week-1 Kodiak prices the DAYBREAK option, but the cash clock makes the short a no-trade 2026-09 / week-1 WFRD closes NCS and wins the Delaware vote, but the cash bridge still decides the rerating 2026-09 / week-1 Ionis loses pelacarsen, but cash and short crowding block a clean short 2026-09 / week-1 SUNB's buyback cushions the drawdown, but Q1 must prove the rental reset 2026-09 / week-1 USAR prices rare-earth integration before 126.5 million merger shares can clear 2026-09 / week-1 Torrid's tariff refund lifted the headline, not the turnaround 2026-09 / week-1 NRGV's AI backlog is real, but the next dollar must become cash 2026-09 / week-1 Guidewire's strong year meets a weak expectation reset 2026-09 / week-1 ASA's BDC conversion can close the discount, but the proxy is the trade 2026-09 / week-1 eGain prices an AI pivot before fiscal 2027 funds it 2026-09 / week-1 GROW prices gold narratives, but its cash and capital returns are the test 2026-09 / week-1 Netskope prices a cash-flow turn before the share-count bridge 2026-09 / week-1 Ambarella prices a channel promise before the margin bridge 2026-09 / week-1 Docusign prices 9% growth, but IAM cash conversion is the next test 2026-09 / week-1 Lululemon's tariff refund lifts the margin line, not the demand base 2026-09 / week-1 Ciena delivered the optics result, but the 9% gap still needs a cash test 2026-09 / week-1 Campbell's reset the dividend, not the operating burden 2026-09 / week-1 Petco prices debt repair before normalized margin proves the runway 2026-09 / week-1 C3.ai prices a turnaround before the cash bridge proves it 2026-09 / week-1 Matrix Service prices a contractor turnaround, but cash conversion still decides the rerating 2026-09 / week-1 ChargePoint's 19% after-hours rally still owes the cash bridge 2026-09 / week-1 PMV's $50.8M financing creates supply, not a clean short 2026-09 / week-1 Stardust Power's $35M Nasdaq test is not a refinery funding plan 2026-09 / week-1 Barrick prices gold beta, but Newmont's cash and the IPO still need to settle 2026-09 / week-1 Liminatus's 1-for-50 split lifted the quote, but not the short's asymmetry 2026-09 / week-1 Iveda's September 2 Nasdaq deadline is a listing test, not a tradable short 2026-09 / week-1 NetApp prices storage maturity, but Q1 must prove the AI cash bridge 2026-09 / week-1 Palo Alto Networks delivered the print, but the guide sets the test 2026-09 / week-1 NewGenIvf's latest reverse split leaves a $7.1 million note on a reset clock 2026-09 / week-1 Snowflake prices consumption caution, but RPO and cash face the test 2026-09 / week-1 Asana prices slow seats, but RPO and cash need to hold 2026-09 / week-1 FingerMotion prices an AI/HPC pivot before the project has a contract 2026-09 / week-1 GitLab prices AI-agent uncertainty, but RPO and cash are the test 2026-09 / week-1 Medtronic prices a mature device maker, but Q1 growth and cash set the test 2026-09 / week-1 Cadrenal's FDA alignment is not a funded Phase 3 2026-09 / week-1 Tidewater prices the WSUT close, but backlog cash is still the test 2026-09 / week-1 Rezolve's $127 million H1 headline still owes the cash bridge 2026-08 / week-5 