Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
Business
APH Is 15% Below Its High. July 29 Is the Real Test.
A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.
NOC Is Down 32% From Its High. The Backlog Is $105 Billion.
A record Q2 beat and raised guidance haven't closed the gap to its March peak.
Celestica Is Up 116% in a Year. Tonight Is the Real Test.
A $19B revenue target and a Q2 beat streak collide at earnings today.
Palo Alto Is Up 95% This Year. August 19 Is the Real Test.
NGS ARR guided up ~60%, CyberArk integration ahead of schedule, and a fiscal Q4 that has to justify the run.
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.
UAL Beat Q2. The Stock Fell Anyway.
The Q3 guidance gap is the only number that matters right now.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.