Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
Economy
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.
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.
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.
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.
AppLovin Is Up 27% in Two Weeks. The Bigger Move May Still Be Ahead.
Its AI ad engine just went global. E-commerce could be the next frontier.
Oil Just Fell Back to Pre-War Levels. The Real Trade Is Not Energy Stocks.
Crude is back near $68. The second-order beneficiaries of that collapse are hiding in plain sight.
Three Buyers. One Window. The Market Has Not Priced What Comes Next.
A rare convergence of record retail flows, a $7.9 trillion cash pile, and the largest buyback cycle in history is…
GS Reports July 14. The Stock Just Hit an All-Time High and Nobody Is Talking About the Real Risk.
Goldman’s dividend is headed to $5.00 a quarter. Its M&A machine is running hot. So why is the options market…
Broke Consumers Are Your Best Investment Thesis Right Now
TJX, ROST, and the off-price retailers quietly eating the entire retail sector alive.