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.
AMD’s CPU Story Just Got Bigger
July 21, 2026 AMD’s CPU Story Just Got Bigger EPYC is growing faster than the GPU trade. Here is why…
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market’s hardest question.
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.
JB Hunt’s best quarter in years
July 20, 2026 JB Hunt’s Best Quarter in Years Record volumes, a 45% EPS jump, and a freight cycle turning…
Ciena Is Down About 34% From Its High. The AI Networking Cycle Is Just Getting Started.
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
3M Reports Tomorrow. The Azure Deal Nobody Priced.
A century-old industrial just joined the AI infrastructure supply chain.
Chips Are in a Bear Market. The Real Question Starts Next Week.
A 20% crash in a month just created the sector’s most interesting entry debate in years.
The SOX Just Hit Bear Market. The Real Test Hasn’t Started Yet.
China’s Kimi K3 lit the fuse. Hyperscaler earnings next week decide if the damage is temporary or structural.