Core Insights - Roku Inc is set to release its second-quarter report on July 31, with Wall Street anticipating advertising growth due to partnerships with Airbnb, Amazon, and Adobe, projecting revenue of $1.07 billion, an 11% increase year-over-year [1] Group 1: Stock Performance - Roku has seen a year-to-date increase of 24.2%, recovering from early-April lows, with support at the 20-day moving average since late May, and the stock was up 2.2% at $92.33 [2] - Historically, Roku stock has finished higher in only three of the last eight post-earnings sessions, with a notable 14.1% gain in February [4] Group 2: Analyst Sentiment - Analysts are increasingly optimistic ahead of the earnings report, with several bullish notes issued this month; of the 30 analysts covering the stock, 10 maintain a "hold" or worse rating, while the 12-month consensus price target aligns closely with current levels, indicating potential for further optimism if earnings exceed expectations [4] Group 3: Short Interest - Short interest in Roku has been gradually decreasing but still represents 5.7% of the stock's available float, which could provide tailwinds for the stock [5]

Uh Rick Santelli will joins us now with more in the bond report. Rick, I'll ask you what I asked someone last hour. Why are global bond yields lower today.You know, I think they are lower today just from the standpoint of a trade and I think that it's not necessarily going to be the stencil for all the activity coming forward and there is some notion that the Fed meeting that's next week most likely isn't going to be very dovish. So it really in my opinion it's just a trade. And what's really strange is tha ...

Core Insights - Roku Inc (NASDAQ: ROKU) has received an upgrade from Keybanc to "overweight" from "sector weight," with a price target set at $115, citing budgeting and advertising updates as potential growth drivers [1] - Piper Sandler has also increased its price target for Roku from $65 to $84, indicating positive market sentiment [1] Stock Performance - Roku's stock initially reached $91.66, its highest level since February, but has since consolidated below $90, currently trading at $89.33 [2] - The stock has increased by 70% since its low of $52.43 in April and is up 19% year-to-date [2] Short Selling and Options - Short interest in Roku has decreased by 16.6% over the past two reporting periods, with 7.67 million shares sold short, representing 6% of the stock's total float [3] - The current Schaeffer's Volatility Index (SVI) for Roku is 41%, placing it in the 1st percentile of its annual range, suggesting low volatility expectations among options traders [3]

Group 1 - CarMax Inc (NYSE:KMX) reported better-than-expected first-quarter earnings and revenue, leading to a 3.2% increase in stock price to $66.41 [1] - The company experienced its largest increase in used vehicle sales since late 2021, with 230,000 vehicles sold in the past quarter [1] - Despite the positive earnings report, KMX is down 18.6% in 2025 and is struggling to recover from a 52-week low of $61.34 [1] Group 2 - The trading volume for KMX options has significantly increased, with 7,414 calls and 3,713 puts exchanged, which is 3.1 times the typical volume [2] - The June 62.50 put is the most popular contract expiring today, indicating heightened interest in options trading [2] - The 50-day call/put volume ratio for CarMax stock is 2.14, ranking higher than 92% of readings from the past year, suggesting bullish sentiment [2] Group 3 - Approximately 8.5% of KMX's available float is sold short, indicating potential for gains if short interest unwinds [3] - It would take shorts nearly four days to cover their positions, which could further support stock price increases [3]