RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
Headlines
Schwab Reports Q2 Today. The $13 Trillion Story Is Bigger.
Record client assets make this one of the most important brokerage reports of the quarter.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
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.