Wednesday, July 29, 2026

Wednesday 29 July 2026 Morning Notes

All eyes on the Fed today, as Warsh has been holding his cards tight.

Yesterday AMC: BE, CAR, CZR, ENPH, F, MDLZ, PPG, STX, TER, TLRY, V,
Today BMO: ADP, BIIB, BSX, BTU, GD, GEHC, GNRC, HUM, LMND, PG, PSQH, SOFI, TEVA, VFC, VRT

Other News: BAND smoked -26% on earnings and saw massive put buys yesterday into #s.

Follow through names to watch: GLW, CARR, UPS, CLS, RCL, KO

Today's watchlist:

Follow through watch:

Day before Y'day AMC: APLD, CDNS, CLS, NVTS
Day before Y'day BMO: BA, CARR, CNC, GLW, GSK, HLT, JBLU, KO, PYPL, RCL, SPGI, UL, UPS

Y'day Other News:

2 days ago AMC: DECK, DLR, INTC, NEM, RNG, SAP, SMMT
2 days ago BMO: AXP, CHTR, LW, NEE, SLB, VZ

2 days ago other news:

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