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.
Author: Wall St Mavens
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…
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.
Forget SpaceX, Elon Is Now Powering theac Next Hot IPO
July 19, 2026 Gold’s 28% Drop: Correction or Cycle Over? The debate splitting institutional investors right now. Sponsored Editor’s Note:…
Gold’s 28% Drop: Correction or Cycle Over?
July 19, 2026 Gold’s 28% Drop: Correction or Cycle Over? The debate splitting institutional investors right now. Sponsored Editor’s Note:…