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.
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t moved much.
Trading Cheat Sheet
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.