$OKTA Tape Reports
Per Ticker.id: $OKTA Tape Reports — 2 podcast mentions across 1 podcast (30 days), latest 2026-08-23 17:09 UTC.
Hey, Ali. Hey, Carl. Software stocks are not off to a great start to earnings with Zoom down 6% and Intuit by 3%. That's putting a bit of a chill into the options on Salesforce, which reports after the bell. Put volume is outpacing call volume by almost 3 to 1 in that stock this morning, and traders are buying some pretty bearish puts. The highest volume is concentrated in the $180 strike. Puts expiring Friday. Those contracts go for $0.85 and need Salesforce to drop 12% before the weekend. If you're looking for something more optimistic in the category, you'll find it in the winners. Cybersecurity companies like Okta and CrowdStrike, which also report tonight but are up big, 55%, 65% on the year. CrowdStrike in particular stands out as a stock with the most bullish options action. Call buying outpacing puts by about 2 to 1 right now. But one thing they all have in common is big moves are expected. Salesforce currently priced for a 7% move, CrowdStrike just under that, and Okta a whopping 13%, all implied moves that are notably bigger than how much these stocks typically swing after earnings.
Oliver Renick — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market-moving events, along with the weekend's top news and analysis. Hello, today is Sunday, August 23rd, and I'm your host, Kim Kahn. The summer doldrums disappear with a huge week ahead for stocks and bonds. NVIDIA stars Wednesday with what has become the biggest earnings event on Wall Street. And on Friday, Fed Chairman Kevin Warsh gives his keynote address at the Jackson Hole Symposium at a time when bond vigilantes are stirring. With Nvidia, investors will be looking for updates on AI infrastructure demand, product ramp timing, China exposure, and the economics of the chipmaker's expanding financing partnerships. Options traders are pricing in a roughly 6% move in Nvidia shares following the report. Seeking Alpha analyst Mott Capital said investors and traders may be left with the post-Nvidia earnings hangover again if the numbers are good but not spectacular. "Decline could be sharp, pushing the stock down by as much as 11% to an important area of technical and options-related support at $190, while upside seems limited," they said. The results could reverberate across the semiconductor and AI complex. Marvell Technology, Micron, Arm, and Advanced Micro Devices have all shown some of the closest trading correlations with Nvidia following earnings. Here's how the rest of the earnings calendar shapes up: PDD Holdings and XPeng report Monday. Intuit reports Tuesday. On Wednesday, NVIDIA is joined by CrowdStrike, Salesforce, HP, and Okta. Marvel and Ulta Beauty report Thursday. Looking to Jackson Hole, Warsh will speak at 10:00 AM Eastern time Friday. At his last press conference, Warsh indicated that higher Treasury yields were doing the job of tightening financial conditions for the Fed. But since then, higher yields have spooked the White House, leading Treasury Secretary Scott Bessant to boost buybacks of longer-dated debt in an attempt to tamp down rates. Seeking Alpha analyst Geneva Investor says the two men want opposite things in the long end. Bessant wants the 10-year and 30-year lower and has said so repeatedly, they said. Warsh wants a smaller Fed footprint concentrated on the front end of the yield curve, which mechanically raises the long end. Bessant wants a large FIMA facility, which expands the balance sheet. Warsh wants a $6.7 trillion balance sheet to come down.
Kim Kahn — Wall Street Breakfast · Nvidia and Jackson Hole take center stage · 2026-08-23Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon. Today is Monday, August 17th, and I'm your host, Kim Kahn. Our top story so far: from Happy Meals to Hyper Meals. McDonald's officially added energy drinks to its menu for the first time today with the debut of its new Red Bull Dragon Berry Energizer. The energy drink is made with Red Bull, blue raspberry flavoring, and freeze-dried dragon fruit pieces. Customers can also order reduced sugar option with Red Bull Zero or regular 8.4 oz Red Bull can. A city survey showed that 60% of energy beverage consumption at restaurants and coffee shops is incremental. Meanwhile, 49% of respondents said an energy drink purchased at a restaurant would replace one purchased elsewhere. And 74% of respondents are very or somewhat interested in purchasing energy drinks from a restaurant or coffee shop, including 44% who are very interested. Morgan Stanley thinks the energy drink platform could be a swing factor for McDonald's investors to watch in the second half of the year. Among active stocks, L3Harris Technologies is lower after Chairman and CEO Christopher Kubasik stepped down over conduct that was not consistent with the company's values. But L3Harris stressed the departure was not related to its financials or operations. Wells Fargo upgraded Okta to Overweight from Equal Weight, citing signs of improving demand and execution in its core business. Analyst Richard Polin said the company's focus on large enterprises, including adding capacity and expanding partnerships, is bearing fruit. And 9 big tech companies have around $3 trillion in off-balance sheet commitments, mostly tied to AI infrastructure, according to the Wall Street Journal. The paper looked at expenses at Amazon, Alphabet, Meta, Oracle, NVIDIA, Microsoft, Broadcom, SpaceX, and AMD that aren't reflected in their balance sheets, but instead appear in the footnotes of their most recent securities filings. The items included obligations under outstanding leases, long-term borrowings, and purchase commitments. And they're growing faster than traditional CapEx. In other news of note, popular ice cream maker Rebel Creamery has filed for bankruptcy less than one month after losing a lawsuit against rival Van Leeuwen over trademark rights. The privately owned company built its identity around low-carb, high-fat products with no added sugar.
Kim Kahn — Wall Street Breakfast · McDonald's gets a Red Bull boost · 2026-08-17