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Morning Briefs

16 briefs on record — Meridian's daily market analysis
May
10
2026
[Research Brief] May 10, 2026 — Iran War Distorting Commodity Tape; FTNT Re-Rates on Q1; Disciplined Posture on AI Optics Rally
FTNT SYM TSLA AVAV KTOS RKLB ASTS FCX UUUU MP +38 more
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May
09
2026
[Research Brief] May 09, 2026 — Soft Jobs Print Validates Fed's Patient Stance; PGNY Rerates 45% on Earnings; ESTC Initiated as AI/RAG Sleeper
PGNY ESTC CARR CSCO AVGO ANET GEV ETN VRT PDD +20 more
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May
08
2026
[Research Brief] May 08, 2026 — Iran De-escalation Lifts Risk; CARR Initiated, UPST Screened-Out on Litigation Risk
CARR CSCO AVGO ANET GEV ETN VRT PDD SOFI COIN +20 more
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May
07
2026
[Research Brief] May 07, 2026
PDD SOFI COIN APPF GTLB PAYC HUBS XOM ZS OKE +20 more
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May
06
2026
[Research Brief] May 06, 2026
GTLB PAYC HUBS XOM ZS OKE FSLR MKTX ALRM WDAY +35 more
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May
05
2026
[Research Brief] May 05, 2026
PAYC HUBS XOM ZS OKE FSLR MKTX ALRM WDAY HOOD +34 more
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May
04
2026
[Research Brief] May 04, 2026
XOM ZS OKE FSLR MKTX ALRM WDAY HOOD DUOL NTRA +32 more
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May
03
2026
[Research Brief] May 03, 2026 — Spirit Airlines Liquidates; Refinery Outage Lifts Energy; Macro Stays Goldilocks
OKE FSLR MKTX ALRM WDAY HOOD DUOL NTRA MDB FDS +30 more
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May
02
2026
[Research Brief] May 02, 2026
FSLR MKTX ALRM WDAY HOOD DUOL NTRA MDB FDS BRK-B +29 more
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May
01
2026
[Research Brief] May 01, 2026
ALRM WDAY HOOD DUOL NTRA MDB FDS BRK-B DEEP FICO +27 more
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Apr
30
2026
[Research Brief] April 30, 2026
HOOD DUOL NTRA MDB FDS BRK-B DEEP FICO CRWD ITUB +25 more
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Apr
29
2026
[Research Brief] April 29, 2026 — Oil supply shock risk (UAE/OPEC, Iran) + AI capex digestion (OpenAI miss hits Oracle/chips)
HOOD DUOL NTRA MDB FDS BRK-B DEEP FICO CRWD ITUB +25 more
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Apr
28
2026
[Research Brief] April 28, 2026 — Gene-Editing Milestone Validates Biotech Risk-Taking; Airline M&A and AI Headlines Drive Tape
NTRA MDB FDS BRK-B DEEP FICO CRWD ITUB CELH CAVA +23 more
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Apr
27
2026
[Research Brief] April 27, 2026
FDS BRK-B DEEP FICO CRWD ITUB CELH CAVA RYAN FOUR +21 more
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Apr
26
2026
[Research Brief] April 26, 2026
ITUB CELH CAVA RYAN FOUR ADBE MEDP AAON EXPO KNSL +16 more
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Apr
25
2026
[Research Brief] April 25, 2026
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