GM Reports Tuesday. It Trades at 6x Earnings. The Real Question Is What Happens After.
Daily Trader Insights Tariff relief, an EV reset, and a No. 1 U.S. sales ranking all converge at Q2 earnings on July 21.
Daily Trader Insights
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.
ASML Just Raised Guidance Again. The AI Build Is Not Slowing.
Q2 results beat on every major line. The installed base business is becoming a second growth engine.
The Trade Desk Is Down 84% From Its Peak. The CEO Just Bought ~$150M.
TTD is the most debated fallen stock of 2026. Q2 earnings in August could settle it.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.
GE Vernova Is Up 76% This Year. The Grid Just Became an AI Trade.
Q2 earnings on July 22 could be the next big catalyst.
The Ocean Floor Has America’s Battery Problem Solved
A federal permit process now moving faster than any point in 40 years could unlock the most unconventional critical minerals…
Alibaba Is Down 43% From Its Peak. The Cloud Story Just Changed.
BABA jumped 12% in a single session. The August earnings report is now the only thing that matters.
Netflix Is Down 24% in Three Months. July 16 Is When the Real Story Starts.
A $3B ad revenue target, 325M+ paid members, and a stock near 52-week lows all collide at Q2 earnings.
TSM Reports July 16. The AI Chip Toll Booth Nobody Talks About.
Every advanced GPU in every data center runs through TSMC's fabs. The Q2 number drops in four days.