OPI: New Equity, Old Problems?
July 21, 2026 OPI: The Post-Chapter 11 Reality Check Debt relief helps. Cash flow decides. Sponsored Heads up – I…
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.
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
A new payments network, the largest credit card issuer in the US, and a stock well below its high.
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t moved much.
ServiceNow reports Tuesday. Here’s what matters.
July 20, 2026 ServiceNow Reports Tuesday. The Stock Tells One Story. The business tells a very different one. Sponsored First…
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.
Howmet Aerospace Is Up 51% in a Year. August 6 Is the Next Test.
Revenue up 19%, margins expanding, and a $1.8B acquisition still being digested.
GameStop Just Crossed 9.8% of eBay. Ryan Cohen Is Not Stopping.
eBay rejected the bid. GME kept buying anyway.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
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.