Is the Fed About to Hike Again?
July 22, 2026 Is the Fed About to Hike Again? Sponsored First a note from Brownstone Research Editor’s Note: Larry…
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down 22% this year.
Rocket Is Down 27% This Year.
July 21, 2026 Rocket Is Down 27% This Year. Rocket now services a $2.1 trillion mortgage portfolio spanning 9.4 million…
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
The Real American Express Debate
July 21, 2026 The Real American Express Debate Here is the question that keeps coming up in serious investment conversations…
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.
Fast Food’s Value War, Round 2
July 20, 2026 Fast Food’s Value War, Round 2 Are deals rebuilding demand, or just renting traffic? Sponsored Heads up…
Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.
The market is pricing in failure. The data is telling a different story.
ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.
A 22% subscription-revenue grower reports Q2 earnings this week.
Salesforce’s AI Agent Business Just Hit $1.2 Billion.
July 20, 2026 Salesforce’s AI Agent Business Just Hit $1.2 Billion. The market is pricing in failure. The data is…