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Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger. 64cff722-f209-4ad4-bbe7-c574e1e5dbb8
  • Market News

Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger.

Editor July 19, 2026
IBM's warning about enterprise cyber distraction just handed PANW its clearest catalyst yet.
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Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed. 0a5c68c7-5ba1-491e-8a8f-efa338741f4a
  • Business

Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed.

Editor July 18, 2026
A guidance miss sent the stock to a two-year low. The real story is what comes next.
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The Options Market Missed This One 9d66c787-946d-4ee4-a675-6d11d0309f23
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The Options Market Missed This One

Editor July 18, 2026
July 18, 2026 The Options Market Missed This One TRV priced for a 4% move. It delivered...
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NVIDIA Offered $40B. Washington Said No. 236c7fb1-0529-4bdf-a26a-95547153653f
  • Newsletters

NVIDIA Offered $40B. Washington Said No.

Editor July 18, 2026
July 18, 2026 Chips Are in a Bear Market. The Real Question Starts Next Week. A 20%...
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Vistra Is Near a 52-Week Low. August 6 Could Change That. 56c86882-5ccb-42a1-ad42-22f2a82e5c25
  • Business

Vistra Is Near a 52-Week Low. August 6 Could Change That.

Editor July 18, 2026
A Meta nuclear PPA and record EBITDA are not yet in the price.
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Vistra Is Near a 52-Week Low. August 7 Could Change That. 216090a9-ba55-478d-b43f-41f82da41a17
  • Newsletters

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

Editor July 17, 2026
July 17, 2026 Vistra Is Near a 52-Week Low. August 7 Could Change That. A Meta nuclear...
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Vistra Is Near a 52-Week Low. August 7 Could Change That. caf9f640-0b6e-4dbe-9564-714de9bd6eff
  • Business

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

Editor July 17, 2026
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
Read More Read more about Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Topsy/Turvie Mess – by Justin Vaughn, Editor, Options Trading Report ChatGPT Image Jul 17, 2026, 01_41_06 PM
  • Market News

A Topsy/Turvie Mess – by Justin Vaughn, Editor, Options Trading Report

Editor July 17, 2026
Stocks whip–sawed all week with investors and traders unable to stabilize a foothold in the unpredictable artificial...
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2:59 PM Friday. Make This Trade. fa5dadfd-9d69-437f-bfc8-9fac2a9c1a38
  • Newsletters

2:59 PM Friday. Make This Trade.

Editor July 17, 2026
July 17, 2026 Sponsored Everybody wants to know. How does Tim Sykes profit over the weekend? It...
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UNH Just Beat by 30%. The Managed Care Recovery Is Real. f6c660dd-3505-4b93-96e9-c5d08eac56b7
  • Top News

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

Editor July 17, 2026
Operating earnings jumped about 55% and guidance moved sharply higher. The sector read-through is the bigger story.
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