Eight events. One evolving investment narrative.
Use GICS filters for portfolio scanning, then open a company to see its latest read-through and full event history.
AI
Air LiquideIndustrial Gases
H1 2026
GuidanceMaintained
Environmentimproving
→
BSX
Boston ScientificHealth Care Equipment
Q2 2026
GuidanceLowered
Environmentmixed
→
DHR
DanaherLife Sciences Tools & Services
Q2 2026
GuidanceLowered
Environmentworsening
→
DELL
Dell TechnologiesTechnology Hardware, Storage & Peripherals
FY2027 Q1
GuidanceMixed / newly framed
Environmentmixed
→
IFX
Infineon TechnologiesSemiconductors
Q2 FY2026 / H1 FY2026
GuidanceSelective raise
Environmentimproving
→
LIN
LindeIndustrial Gases
Q1 2026
GuidanceMaintained
Environmentimproving
→
MPC
Marathon PetroleumOil & Gas Refining & Marketing
Q1 2026
GuidanceMixed / newly framed
Environmentimproving
→
NOKIA
NokiaCommunications Equipment
Q2 2026 / H1 2026
GuidanceMaintained
Environmentmixed
→
NOC
Northrop GrummanAerospace & Defense
Q2 2026
GuidanceRaised
Environmentimproving
→
OTIS
Otis WorldwideIndustrial Machinery & Supplies & Components
Q2 2026
GuidanceLowered
Environmentmixed
→
SIKA
Sika AGSpecialty Chemicals
H1 2026
GuidanceRaised
Environmentimproving
→
TMUS
T-Mobile USWireless Telecommunication Services
Q2 2026
GuidanceMaintained
Environmentmixed
→
VZ
VerizonIntegrated Telecommunication Services
Q2 2026
GuidanceSelective raise
Environmentimproving
→