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.
Danaher Is Down 30% From Its Peak. July 21 Is the Reset.
A $9.9B Masimo deal, bioprocessing equipment orders up 30%, and the first full earnings test of the combined company.
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.
Howmet Aerospace Is Up 51% in a Year. August 6 Is the Next Test.
Revenue up 19%, margins expanding, and a $1.8B acquisition still being digested.
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.
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.
Chips Are in a Bear Market. Tuesday Is the Reset.
Alphabet and Tesla report July 22. Their capex numbers decide what happens to every semiconductor stock on the board.
Vistra Is Near a 52-Week Low. August 6 Could Change That.
A Meta nuclear PPA and record adjusted EBITDA are not in the price.
J.B. Hunt Just Posted Its Best Quarter in Years. The Freight Cycle Has a New Playbook.
Revenue up 19%, EPS up 45%, and intermodal loads hit a record. The pricing opportunity has not even started.
UNH Just Beat by 30%. The Sector Read-Through Is Bigger Than the Stock.
A historic Q2 beat just reopened the managed care trade.