July 20, 2026 Trading Cheat Sheet Monday, July 20, 2026 — Your market briefing before the bell Sponsored First a…
Palo Alto Is Up 95% This Year. August 19 Is the Real Test.
NGS ARR guided up ~60%, CyberArk integration ahead of schedule, and a fiscal Q4 that has to justify the run.
Airbnb Is a $4.5B Cash Machine. August 6 Is Underpriced.
AI is writing 60% of its new code. The market still sees a travel app.
Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed.
A guidance miss sent the stock to a two-year low. The real story is what comes next.
Chips Are in a Bear Market. Tuesday Is the Reset.
Alphabet and Tesla report July 22. Their capex numbers decide what happens to every semiconductor stock on the board.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Western Digital Is Down 35% From Its High. July 29 Is the Only Date Left.
A Chinese IPO threat, a merger revival, and a sector rotation all hit at once.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.