Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
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.
Rocket Is Down 27% This Year. July 30 Forces the Question.
Rocket now services a $2.1 trillion mortgage portfolio spanning 9.4 million loans. The stock price does not reflect that yet.
Astera Labs Is Down 36% From Its High. August 4 Is the Real Test.
Revenue up 93% and a Nasdaq-100 spot. The valuation debate starts now.
Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
ExxonMobil Is Up 17% This Year. The Real Test Is July 31.
A Hormuz shock, a $4 billion earnings windfall, and a stock still 16% below its high.
Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger.
IBM's warning about enterprise cyber distraction just handed PANW its clearest catalyst yet.
Amazon Is 12% Off Its High. July 30 Is the Only Number Left.
AWS grew 28% last quarter. The free cash flow collapse is the real debate.
When Insurance Becomes the Smartest Trade in the Room
Travelers just posted numbers that left every analyst on Wall Street behind.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.