Broadcom Is Down ~22% From Its High. September 3 Is the Reset.
AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.
Traders Daily Editor
Adobe Is Down 37% This Year. September 10 Is the Reset.
Record revenue, AI-first ARR tripling, and a stock at multi-year lows converge on one date.
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.
LMT Just Had Its Best Quarter in Years. The Stock Jumped 10%. The Backlog Is the Real Story.
A record ~$230 billion backlog and a $35 billion THAAD contract just rewrote the Lockheed Martin thesis.
Philip Morris Reports Today. ZYN Just Got a Weapon Nobody Else Has.
The FDA ruling changed what PM can legally say about ZYN. Q2 earnings this morning will show if the market…
RTX Has a $271 Billion Backlog. July 23 Is When It Has to Prove It.
Defense demand is undeniable. The margin story is what needs answering now.
Capital One Reports Tonight. The Discover Bet Needs Proof.
Two straight earnings misses set the bar. The debit conversion is underway. Now the synergy math has to show up.
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.
Moody’s Reports Today. The AI Ratings Machine Nobody Is Talking About.
A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.