Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Daily Trader Insights Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
Mastercard Is Down 13% This Year. Q2 Reports Thursday.
Twenty straight earnings beats, a $5.7 billion buyback, and a headwind that may already be fading.
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.
Palo Alto Is Up 95% This Year. August 19 Is the Real Test.
NGS ARR guided up ~60%, CyberArk integration ahead of schedule, and a fiscal Q4 that has to justify the run.
Airbnb Is a $4.5B Cash Machine. August 6 Is Underpriced.
AI is writing 60% of its new code. The market still sees a travel app.
Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed.
A guidance miss sent the stock to a two-year low. The real story is what comes next.
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.
China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
GM Reports Tuesday. It Trades at 6x Earnings. The Real Question Is What Happens After.
Tariff relief, an EV reset, and a No. 1 U.S. sales ranking all converge at Q2 earnings on July 21.
UNH Just Beat by 30%. The Managed Care Recovery Is Real.
Operating earnings jumped about 54% and guidance moved sharply higher. The sector read-through is the bigger story.