Politics

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

• Politics

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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AVGO Is Down ~25% From Its High. The Apple Deal Just Changed the Math.

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AVGO Is Down ~25% From Its High. The Apple Deal Just Changed the Math.

Bull Bear Daily July 8, 2026

Broadcom's Apple extension through 2031 lands at exactly the right moment.

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Dell Just Jumped 8% on a Presidential Shoutout. The Real Trade Is Underneath It.

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Dell Just Jumped 8% on a Presidential Shoutout. The Real Trade Is Underneath It.

Bull Bear Daily July 6, 2026

Trump's endorsement moved $15 billion in market value. The AI server backlog might move even more.

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CrowdStrike Beat. Raised. Split. And the Stock Fell Anyway.

• Politics

CrowdStrike Beat. Raised. Split. And the Stock Fell Anyway.

Bull Bear Daily July 5, 2026

The Q2 FY2027 report due this month will decide whether that drop was a gift.

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The Trade Desk Is Down About 75% From Its Peak. Its Business Is Still Growing.

• Politics

The Trade Desk Is Down About 75% From Its Peak. Its Business Is Still Growing.

Bull Bear Daily July 5, 2026

Revenue keeps climbing while the stock trades near multi-year lows.

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Big Pharma Has $1.3 Trillion to Spend. The Clock Is Running.

• Politics

Big Pharma Has $1.3 Trillion to Spend. The Clock Is Running.

Bull Bear Daily July 4, 2026

A patent cliff with a known deadline is forcing the largest acquisition wave in biopharma history.

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AAPL Fell 6% in a Day. September Is Now the Only Date That Matters.

• Politics

AAPL Fell 6% in a Day. September Is Now the Only Date That Matters.

Bull Bear Daily June 29, 2026

Apple’s Mac and iPad price hikes revealed a cost problem the market did not price in. The...

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