KO Just Hit an All-Time High. Then a Ransomware Attack Hit Back.
Coca-Cola’s bull case is intact, but two major wildcards are about to get priced in.
J.B. Hunt’s Best Quarter in a Decade Just Hit
Intermodal volumes set a record and earnings blew past estimates.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.
Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger.
IBM’s warning about enterprise cyber distraction just handed PANW its clearest catalyst yet.
Amazon Is 12% Off Its High. July 30 Is the Only Number Left.
AWS grew 28% last quarter. The free cash flow collapse is the real debate.
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 strong EBITDA are not yet in the price.
TSMC Beat on Everything. The Stock Still Fell 5%.
A $265B US commitment and record margins are meeting a crowded-trade reset.
Shopify Is Down ~30% and Growing 34%
August 5 is when the market gets a second chance to read this correctly.
UAL Beat Q2. The Stock Fell Anyway.
The Q3 guidance gap is the only number that matters right now.