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.
Vertex Just Spent $10 Billion. August 3 Is When It Has to Justify It.
A $10B Crinetics deal, a fifth commercial pillar, and Q2 earnings that will define the acquisition thesis.
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.
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.
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 record Q1 adjusted 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.
ManpowerGroup Is Up 33% Today. The Labor Market Just Sent a Signal.
A broad Q2 earnings beat is telling a story most investors missed.
IBM Just Had Its Worst Day in 58 Years
A 25% crash, about $48 billion gone, and a July 22 earnings call that decides everything.
Tesla Reports July 22. The Car Numbers Are Old News.
480K deliveries already beat the Street. Now margins and Cybercab have to do the work.