EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
Author: Wall St Mavens
CRM Is Down 33%. Now What?
July 22, 2026 CRM Is Down 33%. Now What? Salesforce keeps beating earnings. The stock keeps falling. That gap is…
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.
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…