Wednesday 17 July 2024 Morning Notes

No trades of note this week, will be keeping it light due to making the most of summer with the kids.

Yesterday AMC:
Today BMO: ALLY, ASML, JNJ, USB

Other News:

Follow through names to watch:

GAINERS:
GTLB: +12% 57 on M&A spec;
VFC: +10% at 15.62;
INTC: +4% at 35.80 on ASML results;

LOSERS:
SAVA: -27% at 9.90 on CEO resigning;
ASML: -8% at 981 on earnings;
VKTX: -6.2% at 53.45;
TSM: -5.8% at 175.25 on ASML sympathy;
AMAT: -5.2% at 233 on ASML sympathy;

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: BAC, MS, PNC, SCHW, UNH

Y'day Other News:

2 days ago AMC:
2 days ago BMO: BLK, GS

2 days ago Other News: DJT: +52% at 47.10 on failed assassination attempt; M: -14% at 16.20 after calling off deal talks; SEDG: -7.5% at 29 as prospects of Dem win fade;