A single sentence from a cabinet official just moved the stock. Q2 earnings are next.
APH Is 15% Below Its High. July 29 Is the Real Test.
Record orders and 58% revenue growth collide with a bigger debt load at Q2 earnings.
RTX Has a $271B Backlog. Today Is the Proof Point.
NATO rearming and the Hormuz conflict just made defense the most visible trade in Q2.
RTX Has a $271 Billion Backlog. July 23 Is When It Has to Prove It.
Defense demand is undeniable. The margin story is what needs answering now.
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.
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.
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.