Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
RTX Has a $271B Backlog. Today Is the Proof Point.
NATO rearming and the Hormuz conflict just made defense the most visible trade in Q2.
Biggest Earnings Week of 2026
July 24, 2026 Trading Cheat Sheet Week of July 28 — The biggest earnings week of the quarter. Phase 1…
Honeywell Just Broke Into Three Companies. One of Them Is Up 6% Today.
The automation spinoff just beat Q2 estimates and raised guidance. The market is starting to notice.
ServiceNow Is Down 51%. The Business Keeps Growing.
Q2 earnings land today. The AI disruption thesis meets real data.
Thursday’s Trading Cheat Sheet
July 22, 2026 Thursday’s Trading Cheat Sheet Five minutes. Everything that matters today. Phase 1: Market Snapshot Wednesday was a…
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down 22% this year.
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
MMM Earnings Tomorrow. Azure Just Changed the Math.
A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
