A 22% subscription-revenue grower reports Q2 earnings this week.
Capital One Reports Tonight. The Discover Bet Starts Paying Off.
Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
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.
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.
Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed.
A guidance miss sent the stock to a two-year low. The real story is what comes next.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and strong EBITDA are not yet in the price.
Shopify Is Down ~30% and Growing 34%
August 5 is when the market gets a second chance to read this correctly.
CoreWeave Is Down 60% From Its High. August 18 Could Change Everything.
A $99 billion backlog and 112% revenue growth can't hide a $25 billion debt load.
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.