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.
Day: July 21, 2026
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.