Rocket Is Down 27% This Year. July 30 Forces the Question.
Rocket now services a $2.1 trillion mortgage portfolio spanning 9.4 million loans. The stock price does not reflect that yet.
Author: Trading Reports Daily
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.
Schwab Reports Q2 Today. The $13 Trillion Story Is Bigger.
Record client assets make this one of the most important brokerage reports of the quarter.
Comcast Is Priced for Disaster. Is That the Opportunity?
The stock trades near a decade-low valuation while the business keeps generating billions in cash.
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.