Defense demand is undeniable. The margin story is what needs answering now.
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.
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.