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Day: July 20, 2026

Palantir Is Down 37% From Its Peak. August 3 Is the Number.
General

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.

July 20, 2026
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
Top News

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.

July 20, 2026
JB Hunt’s best quarter in years
Newsletters

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…

July 20, 2026
Ciena Is Down About 34% From Its High. The AI Networking Cycle Is Just Getting Started.
General

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.

July 20, 2026

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