Politics

Danaher Is Down 30% From Its Peak. July 21 Is the Reset.

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Danaher Is Down 30% From Its Peak. July 21 Is the Reset.

Bull Bear Daily July 20, 2026

A $9.9B Masimo deal, bioprocessing equipment orders up 30%, and the first full earnings test of the...

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Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.

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Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.

Bull Bear Daily July 20, 2026

Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.

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GE Vernova Reports July 22. The Margin Test Is All That Matters Now.

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GE Vernova Reports July 22. The Margin Test Is All That Matters Now.

Bull Bear Daily July 19, 2026

A $163B backlog and sold-out turbines through 2029 are priced in. Margin conversion is the only number...

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Vistra Is Near a 52-Week Low. August 7 Could Change That.

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Vistra Is Near a 52-Week Low. August 7 Could Change That.

Bull Bear Daily July 18, 2026

A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.

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UNH Just Beat by 30%. The Managed Care Recovery Is Real.

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UNH Just Beat by 30%. The Managed Care Recovery Is Real.

Bull Bear Daily July 17, 2026

A historic Q2 beat and raised guidance just reopened the managed care trade.

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Alibaba Is Down 43% From Its Peak. The Cloud Story Just Changed.

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Alibaba Is Down 43% From Its Peak. The Cloud Story Just Changed.

Bull Bear Daily July 15, 2026

BABA jumped 12% in a single session. The August earnings report is now the only thing that...

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Netflix Is Down 24% in Three Months. July 16 Is When the Real Story Starts.

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Netflix Is Down 24% in Three Months. July 16 Is When the Real Story Starts.

Bull Bear Daily July 13, 2026

A $3B ad revenue target, 325M+ paid members, and a stock near 52-week lows all collide at...

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Lam Research Is Down About 19% From Its Peak. July 29 Earnings Could Reset the Entire Chip Equipment Trade.

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Lam Research Is Down About 19% From Its Peak. July 29 Earnings Could Reset the Entire Chip Equipment Trade.

Bull Bear Daily July 11, 2026

Record $5.84B revenue, a $140B WFE outlook, and a sector that just got a wave of analyst...

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The Trade Desk Is Down 75% From Its High. Q2 Earnings Could Finally Break the Fall.

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The Trade Desk Is Down 75% From Its High. Q2 Earnings Could Finally Break the Fall.

Bull Bear Daily July 10, 2026

A $17 stock that once traded at $140 is one earnings report away from its most important...

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Broadcom Is Down About 25% From Its 52-Week High. The AI Custom Chip Race Just Got Bigger.

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Broadcom Is Down About 25% From Its 52-Week High. The AI Custom Chip Race Just Got Bigger.

Bull Bear Daily July 9, 2026

AI semiconductor revenue grew 143% last quarter. Apple says its expanded Broadcom commitment is expected to exceed...

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