Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Rising Star Stocks Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
AXP Is Down 16% in 2026. July 24 Is the Reset.
The CFO already told you Q2 billing growth is running above a three-year high.
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
A new payments network, the largest US credit card issuer, and a stock well below its high.
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.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
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.
Astera Labs Is Down 36% From Its High. August 4 Is the Real Test.
Revenue up 93% and a Nasdaq-100 spot. The valuation debate starts now.
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.
Vistra Is Near a 52-Week Low. August 6 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.