Record client assets make this one of the most important brokerage reports of the quarter.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
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.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.
ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.
A 22% subscription-revenue grower reports Q2 earnings this week.
Capital One Reports Tonight. The Discover Bet Starts Paying Off.
Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Ciena Is Down About 34% From Its High. The AI Networking Cycle Is Just Getting Started.
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed.
A guidance miss sent the stock to a two-year low. The real story is what comes next.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.