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.
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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.
Mastercard Is Down 13% This Year. Q2 Reports Thursday.
Twenty straight quarters of earnings beats, a buyback surge, and a geopolitical headwind that may already be fading.
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.