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Shares of Artivion (AORT) are up over 12% today after the company beat expectations in the first quarter. Revenue grew 1.6% (Q1 of last year was a monster quarter so a tough comparison) to $99 million versus expectations of $94.8 million while adjusted EPS of $0.06 beat expectations by $0.02.

Despite the Federal Reserve’s decision to sit tight on interest rates yesterday and rising concerns about upside inflation risk in the mid-term, the broad market continues to act well on hopes of tariff de-escalation.

So far, those hopes are well-founded.

In the face of extreme market volatility, one trader is buying hundreds of millions of dollars in LEAP calls and placing a massively bullish bet on the years ahead.

The market is looking good. Sure, it pulled back last week. But not by much. After the huge spike it had, the lack of a more significant pullback is encouraging. Stocks also started this week with a big up day on Tuesday.

WHAT TO DO NOW: The market remains in good shape, and we remain overall bullish, though we’re not flooring the accelerator given that earnings season is revving up. Today’s bulletin concerns Uber (UBER), which is cracking some support today on another round of autonomous news from others—we’re going to cut bait. On the buy side, we’re starting a half-sized stake in Oracle (ORCL), which quacks like a liquid leader.

WHAT TO DO NOW: The market has finally seen some selling this week, with two downside reversals and then today’s big drop on tariff and economic fears. Our Cabot Tides are now on the fence as the broad indexes have sagged, though with 30% cash already on the sideline, we’re taking things on a stock-by-stock basis. Today that means pulling the plug on Snowflake (SNOW), which is cracking support today. This will raise our cash level to 39%—some of which we might redeploy into a stronger name when the indexes find support. Details below.

Company insiders know their companies better than anyone else. Here are three rules you can follow to use that knowledge to enhance your returns.

Understanding the interaction between interest rates, yield, and gold — and what it means for your investing.

Enovix (ENVX) reported Q2 results after the closing bell yesterday. Results were generally in line with the pre-announced results (from early July), with $7.5 million in revenue and an EBITDA loss of $20.1 million ($1.3 million less than the pre-announced amount).

The market yawned off great news over the weekend but managed to make a new high nonetheless.

Investors don’t seem to care about tariffs anymore, and the market continues to forge slowly higher regardless of the news. Tariff concern is so last April.

Carpenter Technology (CRS) & Microsoft (MSFT)

We’ve been easing off the accelerator somewhat during the past two or three weeks as fewer stocks had been participating in the upside, and historically, even the strongest market rallies off of major or panic lows have run into some turbulence three to four months after the kickoff point (in this case, April 21). And this week we saw some selling finally appear—on Tuesday and Thursday, solid gaps higher were sold into, and today, the market and most every sector is taking on water.