ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.
A 22% subscription-revenue grower reports Q2 earnings this week.
Microsoft Reports July 29. The Azure Acceleration Is the Only Number Left.
A $627B backlog, ~40% Azure growth, and ~$190B in 2026 capex all converge in nine days.
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.
3M Reports Tuesday. The Microsoft Deal Changed the Story.
A $2 billion optical market and a Q2 beat streak enter the same week.
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.
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.
Chips Are in a Bear Market. Tuesday Is the Reset.
Alphabet and Tesla report July 22. Their capex numbers decide what happens to every semiconductor stock on the board.
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.
Vertex Just Spent $10 Billion to Stop Being a One-Disease Company
The Crinetics deal is expected to close in Q3. August 3 is what investors need to watch.
SpaceX Is Back at Its IPO Price. Tonight Changes Everything.
Starship Flight 13 is the first real test of whether the hype was ever justified.