Your universe moved this week. Here is exactly how.

The Bull and Bear theses on the companies you hold decay between earnings. Once a week, we refresh them across a 204 company universe. Both sides of every event, in their truest form, and never a recommendation.

Go straight to this week’s update

JPM · STRENGTHENED C · STRENGTHENED GS · STRENGTHENED READ THIS WEEK’S UPDATE BNY · STRENGTHENED MS · STRENGTHENED TRIGGER DETECTED · SPCX · WEAKENED ASML · STRENGTHENED JNJ · STRENGTHENED READ THIS WEEK’S UPDATE UNH · STRENGTHENED NFLX · WEAKENED MU · INTACT READ THIS WEEK’S UPDATE JPM · STRENGTHENED C · STRENGTHENED GS · STRENGTHENED READ THIS WEEK’S UPDATE BNY · STRENGTHENED MS · STRENGTHENED TRIGGER DETECTED · SPCX · WEAKENED ASML · STRENGTHENED JNJ · STRENGTHENED READ THIS WEEK’S UPDATE UNH · STRENGTHENED NFLX · WEAKENED MU · INTACT READ THIS WEEK’S UPDATE JPM · STRENGTHENED C · STRENGTHENED GS · STRENGTHENED READ THIS WEEK’S UPDATE BNY · STRENGTHENED MS · STRENGTHENED TRIGGER DETECTED · SPCX · WEAKENED ASML · STRENGTHENED JNJ · STRENGTHENED READ THIS WEEK’S UPDATE UNH · STRENGTHENED NFLX · WEAKENED MU · INTACT READ THIS WEEK’S UPDATE JPM · STRENGTHENED C · STRENGTHENED GS · STRENGTHENED READ THIS WEEK’S UPDATE BNY · STRENGTHENED MS · STRENGTHENED TRIGGER DETECTED · SPCX · WEAKENED ASML · STRENGTHENED JNJ · STRENGTHENED READ THIS WEEK’S UPDATE UNH · STRENGTHENED NFLX · WEAKENED MU · INTACT READ THIS WEEK’S UPDATE JPM · STRENGTHENED C · STRENGTHENED GS · STRENGTHENED READ THIS WEEK’S UPDATE BNY · STRENGTHENED MS · STRENGTHENED TRIGGER DETECTED · SPCX · WEAKENED ASML · STRENGTHENED JNJ · STRENGTHENED READ THIS WEEK’S UPDATE UNH · STRENGTHENED NFLX · WEAKENED MU · INTACT READ THIS WEEK’S UPDATE JPM · STRENGTHENED C · STRENGTHENED GS · STRENGTHENED READ THIS WEEK’S UPDATE BNY · STRENGTHENED MS · STRENGTHENED TRIGGER DETECTED · SPCX · WEAKENED ASML · STRENGTHENED JNJ · STRENGTHENED READ THIS WEEK’S UPDATE UNH · STRENGTHENED NFLX · WEAKENED MU · INTACT READ THIS WEEK’S UPDATE

THE WEEK IN NUMBERS · WEEK OF 20 JUL 2026

UPDATED SUN 19 JUL · NEXT REFRESH SUN 26 JUL

THIS WEEK

11triggers

VERDICTS MOVED

THREADS CLOSED

UNIVERSE

204companies

WHAT MOVED THIS WEEK

STRENGTHENED

JPM · GS · BNY · MS the bank cluster

INTACTtoSTRENGTHENEDall four on Q2

C Citigroup Inc.

STRENGTHENEDreaffirmed on the Q2 print

ASML · JNJ · UNH

STRENGTHENEDfirst assessment on the tracker

WEAKENED · AND HELD

SPCX Space Exploration Technologies

INTACTtoWEAKENEDtrigger detected, unscheduled

NFLX Netflix, Inc.

WEAKENEDfirst assessment on the tracker

MU Micron Technology

INTACTheld on an unscheduled sector shock

HOW WE SCORE OURSELVES

LAST WEEK’S CALLS · HOW THEY LANDED

SETTLEDThe bank cluster’s Q2 tests. All five threads resolved on the prints; every verdict is inside.

SETTLEDThe WFC dividend question. Resolved with its Q2 report; the detail is inside.

DIEDOne rumour we carried died at its two-week cap. No document ever arrived; scored in public inside.

INSIDE EVERY ISSUE

The Week Ahead

The catalysts on your horizon, before they happen. Company events from the calendar, plus the few economic prints that actually move markets.

Triggered Company Updates

Bull and Bear, re-tested against the week, with every point graded by the evidence behind it. No catalyst, no card.

Market Watch

The shocks that touch the whole universe, and which side of each name’s ledger they land on.

Threads Resolved

What we told you to watch last week, and how it landed.

Unverified

The claims in circulation, stated with their source, their evidential weight, and exactly what would settle them.

SPCX Space Exploration Technologies WEAKENED

Starship Flight 13 aborted automatically seconds before liftoff on Thursday with the first 20 next-generation Starlink satellites aboard, and the shares posted their first closes below the 135 dollar offer price. The abort is the safety system functioning and the retry is targeted for this evening; the engine pattern across two flights is the other side. Both, in full, with the checkpoint that decides between them, are inside.

MEMBERS ONLY

The what is free. The why is inside.

Every verdict above has a catalyst, a stated size, and a named checkpoint behind it.

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Invest Informatics, independent, educational equity research. Nothing on this page or in the Weekly Update is financial advice, a personal recommendation, or an offer or solicitation to buy, sell or hold any security. We present the facts of each event, including both supporting and opposing considerations, so that you can reach your own informed judgement. All figures are checked against primary sources at the time of writing; markets move and information can date. Capital is at risk. If you are unsure, seek advice from a suitably qualified, regulated adviser.