$ARES 0.36 Noisy

Notable posts

• @wallstengine neutral 52 eng

  Today's Key Events (All EST) — 07/31/2026 06:00: $ARES 06:00: Patria $PAX 06:00: Proto Labs $PRLB 06:00: Perimeter Solutions $PRM 06:05: AngloGold Ashanti $AU 06:10: Carter’s $CRI 06:15: Chevron $CVX 06:30: Exxon Mobil $XOM 06:30: Eaton $ETN 06:30: Lear $LEA 06:30: LyondellBasell $LYB 06:30: nVent Electric $NVT 06:30: Newell Brands $NWL 06:35: Cameco $CCJ 06:45: Brookfield Business $BBUC 06:55: AutoNation $AN 06:55: Church & Dwight $CHD 06:55: Colgate-Palmolive $CL 06:55: Brookfield Renewable $BEP 07:00: Balchem $BCPC 07:00: TransAlta $TAC 07:00: T. Rowe Price $TROW 07:00: WisdomTree $WT 07:30: Dominion Energy $D 07:30: Ballard Power Systems $BLDP 07:30: Federal Realty $FRT 07:30: Cboe Global Markets $CBOE 07:30: Gates Industrial $GTES 07:45: AbbVie $ABBV 07:55: Moog $MOG.A 08:00: Nano-X Imaging $NNOX 08:00: RBC Bearings $RBC 08:20: Franklin Resources $BEN 08:30: Arbor Realty Trust $ABR 08:30: iRadimed $IRMD

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• @wallstengine bearish 41 eng

  PIMCO warns the $1.8T private credit market is developing a “confidence gap” as investors scrutinize manager marks and loan quality, per Bloomberg. PIMCO says continued redemptions could force funds to sell liquid assets and eventually lead to markdowns, secondary-market discounts, or realized losses. $APO, $ARES, $BLK, and $BX are reportedly still facing elevated withdrawal requests in Q2.

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• @faststocknewss neutral 18 eng

  APOLLO OPENS $346M SPACEX STAKE, LIFTS RUSSELL 2000 PUT 208% Largest holdings: - iShares Russell 2000 ETF $IWM puts: $1.20B, shares +208% - EchoStar 3.875% notes: $968.8M, +34% - Rackspace Technology $RXT: $846.3M - Phoenix ED Partners $PXED: $818.0M - Hilton Grand Vacations $HGV: $654.4M, shares -31% - Nvidia $NVDA puts: $582.3M, shares +191% - Grupo Aeromexico $AERO: $495.1M - Vanguard S&P 500 ETF $VOO: $406.8M - EchoStar $SATS: $375.4M, shares +96% - Global Business Travel $GBTG: $203.9M - USA Today Co $GCI: $103.7M New positions: - SpaceX Class A: $345.7M, 2.02M shares - Primo Brands $PRMB: $168.3M - Core Scientific $CORZ: $115.7M - Taiwan Semiconductor $TSM: $95.5M - Genuine Parts $GPC: $88.3M - Freeport-McMoRan $FCX calls: $22.8M - Cameco $CCJ calls: $14.8M - Charter Communications $CHTR: $10.6M - Ovintiv $OVV: $9.2M - Devon Energy $DVN: $9.1M - Venture Global $VG: $5.6M Added: - State Street IG ETF $PRIV: +100% - Lineage $LINE: +75% - Invitation Homes $INVH: +29% - Uniti Group $UNIT: +15% Trimmed: - MannKind $MNKD: -93% - Comcast $CMCSA: -54% - CarMax $KMX: -52% - Aeva Technologies $AEVA: -42% - TPG $TPG: -25% Exited: - VanEck Semiconductor ETF $SMH puts: $766.8M - ADT $ADT: $670.1M - JPMorgan $JPM puts: $328.0M - Nvidia common: $174.4M - Ares Management $ARES: $36.0M - Owens Corning $OC: $26.0M - Mohawk Industries $MHK: $23.8M - Builders FirstSource $BLDR: $23.7M - Concentrix $CNXC puts: $22.7M - James Hardie $JHX: $22.3M - MasterBrand $MBC: $21.9M - Optimum Communications $ATUS: $7.9M The REIT sleeve was largely unchanged, including $VICI $SPG $O $PSA $EXR $VTR $KIM.

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