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Market OverviewMarket PulseEarningsDiscover50
ValuationCompare
Friday, July 24·50 articles·20 tickers covered·3 min avg read
Latest analysis

A mix of earnings previews, market movers, and company analysis tied to tickers you can screen, compare, and value on VCP Scanner.

50 articles
AMDDeep Dive

AMD Surges on Intel's AI Boom: A Ripple Effect or a New Dawn?

Intel's blowout earnings and AI-driven data center growth send AMD shares up 2.81% in after-hours trading, but the real story is what it means for AMD's own upcoming report.

Jul 243 min read
Bullish 8.0
More to review

Additional articles published in the latest run.

NFLXDeep Dive

Joshua Brown Picks NFLX After Mixed Q2: Revenue Miss, EPS Beat, Weak Q3 Guide — YouTube's Ad Rev Nears

Ritholtz Wealth's CEO sees opportunity in the streaming giant's 44% annual decline, but slowing growth and a transparency shift keep us cautious.

Jul 243 min
COSTDeep Dive

COST Stock: No News Is Good News?

Despite a bot-blocked article, Costco's fundamentals remain rock-solid, with our proprietary model pointing to continued strength.

Jul 242 min
Quick readsFast analysis on active names
AVGODeep Dive

AVGO: Alphabet's $200B+ Capex Pledge Fuels AI Infrastructure Boom — Our Data Says Buy the Dip

Quick Take Alphabet's Q2 earnings delivered a massive vote of confidence for the AI infrastructure trade — and...

Jul 24
Read
JNJDeep Dive

JNJ Surges 2% on OTTAVA Robotic Surgery Clearance and Landmark Myeloma Data

Quick Take Johnson & Johnson (JNJ) is firing on all cylinders. The stock jumped 2.00% to $255.63 after the FDA...

Jul 23
Read
HDDeep Dive

Home Depot: Cautious Consumers Weigh on HD as Sentiment Improves but Spending Remains Selective

Quick Take Consumer discretionary stocks are still lagging in 2026, and Home Depot (HD) is feeling the pinch. ...

Jul 23
Read
PGDeep Dive

PG: The Quiet Anchor in a Volatile Market — Why Our Data Says Buy the Dip

Quick Take Procter & Gamble (PG) isn't making headlines today, but that's exactly the point. As the market dig...

Jul 23
Read
Latest articlesMost recent published analysis
01
AMDDeep DiveJul 24

AMD Surges on Intel's AI Boom: A Ripple Effect or a New Dawn?

Intel's blowout earnings and AI-driven data center growth send AMD shares up 2.81% in after-hours trading, but the real story is what it means for AMD's own upcoming report.

8.03 min
02
NFLXDeep DiveJul 24

Joshua Brown Picks NFLX After Mixed Q2: Revenue Miss, EPS Beat, Weak Q3 Guide — YouTube's Ad Rev Nears

Ritholtz Wealth's CEO sees opportunity in the streaming giant's 44% annual decline, but slowing growth and a transparency shift keep us cautious.

5.03 min
03
COSTDeep DiveJul 24

COST Stock: No News Is Good News?

Despite a bot-blocked article, Costco's fundamentals remain rock-solid, with our proprietary model pointing to continued strength.

8.02 min
04
AVGODeep DiveJul 24

AVGO: Alphabet's $200B+ Capex Pledge Fuels AI Infrastructure Boom — Our Data Says Buy the Dip

Alphabet's raised 2026 capex outlook to $195-205B and promise of 'significantly increased' 2027 spending cements Broadcom as a key AI beneficiary, even as GOOGL's negative FCF spooks the market.

8.04 min
05
JNJDeep DiveJul 23

JNJ Surges 2% on OTTAVA Robotic Surgery Clearance and Landmark Myeloma Data

Two major catalysts — a new surgical robot rollout and a 62% reduction in death risk from a dual-target myeloma regimen — are reshaping JNJ's growth narrative.

8.03 min
06
HDDeep DiveJul 23

Home Depot: Cautious Consumers Weigh on HD as Sentiment Improves but Spending Remains Selective

Despite a second straight monthly jump in consumer sentiment, Home Depot's weaker results signal middle-income shoppers are still pulling back on big-ticket home improvement projects.

4.03 min
07
PGDeep DiveJul 23

PG: The Quiet Anchor in a Volatile Market — Why Our Data Says Buy the Dip

Procter & Gamble remains a defensive powerhouse with a 2.1% yield and a 7.3% one-year return, but our proprietary model shows room to run as the consumer staples sector gains favor.

8.03 min
08
MADeep DiveJul 23

Mastercard Targets Creator Economy with Manifest Debit Card — A $250B Opportunity

MA's new debit card for creator-led businesses unlocks a fast-growing segment, but the real story is how it deepens the moat in digital payments.

8.03 min
09
VDeep DiveJul 22

Visa's Bot Flag: No News Is Good News for the Payments Giant

A technical glitch triggered a false alarm, but Visa's fundamentals remain rock-solid — here's what our data says about the stock's next move.

8.03 min
10
UNHDeep DiveJul 22

UnitedHealth Q2 Blowout: EPS Beat by 31%, Guidance Raised — Path to $500?

UNH crushed Q2 estimates with adjusted EPS of $6.38 (vs $4.86 consensus) and raised full-year guidance to $19.50-$20, signaling a turnaround that could drive the stock 19% higher to $500.

8.04 min
11
JPMDeep DiveJul 22

JPMorgan Q2 Earnings Confirm Consumer Resilience: Spending Robust Across All Income Levels

CFO Jeremy Barnum says credit performance is 'better than expected' across FICO scores, pushing back on recession fears.

8.03 min
12
XOMDeep DiveJul 22

ExxonMobil: The $35/Barrel Giant Poised to Dominate a $120 Oil World

With a low-cost Guyana asset base and a massive Permian position, XOM is uniquely positioned to cash in on the Strait of Hormuz chaos—our data shows the setup is compelling.

8.04 min
Tickers in focusNames covered in the latest analysis
AMDNFLXCOSTAVGOJNJHDPGMAVUNH

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