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.
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.
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.
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.
Goldman Sachs Just Had Its Best Quarter Ever
A $7.42B equities-trading record, 92% EPS growth, and a stock at new highs heading into Q3.
U.S. Treasury emphasizes IRS customer service as tax seasons begins
By David Lawder WASHINGTON (Reuters) -The U.S. Internal Revenue Service kicked off the 2023 income tax filing season on Monday…
Apple targets raising India production share to up to 25% – minister
NEW DELHI (Reuters) -Apple Inc wants India to account for up to 25% of its production from about 5%-7% now,…
Microsoft, Amazon results to highlight softening cloud business
By Yuvraj Malik and Aditya Soni (Reuters) – Slower cloud spending by inflation-hit businesses is expected to stall the sales…