๐ Week recap: $CRWV +14%, $APP -20%, $HONA -25% โ who survives next week?
Markets closed for the weekend, but what a week it was. CoreWeave $CRWV surged ~14% after Q2 revenue doubled year-over-year and its AI backlog hit $104B โ analysts say AI demand is running 4x available capacity, and Truist upgraded it to Buy. AppLovin $APP cratered ~20% on its first-ever revenue miss since going public (Q2: $1.92B vs $1.95B estimate), triggering downgrades from Wells Fargo, Piper Sandler, and Bank of America. Honeywell Aerospace $HONA was the week's biggest wreck โ down ~25% after cutting its full-year organic growth outlook to 4-5% from 7-9% and blaming supply chain snarls in its first standalone earnings report. The S&P 500 still notched a fresh record above 7,800 before pulling back Friday. Not financial advice. Which of these names is on your watchlist heading into next week?

