The CFO already told you Q2 billing growth is running above a three-year high.
Month: July 2026
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.
KO: One Stock Worth Owning Right Now
July 21, 2026 Why KO Is the Stock to Watch This Week Five analyst upgrades, a FIFA tailwind, and earnings…
ServiceNow Reports Q2 on July 22. The Business Never Broke.
The stock is down sharply while subscription revenue grows at 22%. Something has to give.
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.
MMM Earnings Tomorrow. Azure Just Changed the Math.
A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.
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.
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.
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.