ServiceNow (NOW): Down 60%, But Now a Cybersecurity Player
ServiceNow has been hammered in the software selloff, but our Q2 2026 earnings breakdown reveals a business quietly repositioning itself for the AI edge. CEO Bill McDermott and CFO Gina Mastantuono de...
31 Jul 16min
Honeywell Technologies (HON): Buy After the Breakup?
Honeywell has completed its long-awaited breakup, separating Honeywell Aerospace from the newly focused Honeywell Technologies. CSI walks through Honeywell's Q2 2026 earnings report, covering the buil...
30 Jul 15min
Intuitive Surgical (ISRG) Stock Down 40%: Buy the Dip?
Intuitive Surgical posted double-digit growth in revenue, procedures, and installed base but ISRG stock is down over 40% from its highs. We dig into why the market is repricing this healthcare stock d...
28 Jul 17min
Mycronic Raises Guidance: Why We're Still on the Sidelines
Mycronic just raised full-year guidance after a surprise rebound in equipment orders, and the stock already popped on the news. Here's what's actually driving the turnaround, and why we're still on th...
24 Jul 13min
Netflix Stock: Is the Q2 Sell-Off a Buying Opportunity?
Netflix just posted its slowest revenue growth in over a year, and the stock got hammered. We break down why the sell-off might be mispricing what's actually happening underneath the numbers.Netflix's...
23 Jul 11min
Intel's Packaging Edge: EMIB, Foveros vs. TSMC CoWoS
Intel's recent rally has investors asking whether the turnaround is real, but the answer may have less to do with wafer manufacturing and more to do with advanced packaging. We break down EMIB (Embedd...
21 Jul 12min
Solstice's $4.5B Element Solutions Deal: Why It Sold Off
Solstice Advanced Materials is acquiring Element Solutions (NYSE: ESI) in a $4.5 billion deal that would create a combined semiconductor and electronics materials supplier generating close to $8 billi...
17 Jul 12min
Hyperscaler CapEx Hits $800B: Why Memory & Optical Stocks Are Booming
Hyperscaler capital expenditure is on pace to hit $800 billion in 2026, up from $482 billion just a few quarters ago, and the trajectory points toward $1 trillion by 2027. This is the real driver behi...
16 Jul 5min
