APH Is 15% Below Its High. July 29 Is the Real Test.
Record orders and 58% revenue growth collide with a bigger debt load at Q2 earnings.
Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
Broadcom Is Down ~22% From Its High. September 3 Is the Reset.
AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.
Celestica Is Down 36% From Its High. July 27 Is the Reset.
Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.
Moody’s Reports Today. The AI Ratings Machine Nobody Is Talking About.
A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.
Schwab Reports Q2 Today. The $13 Trillion Story Is Bigger.
Record client assets make this one of the most important brokerage reports of the quarter.
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.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.