Aug. 20 at 7:30 AM
$NOW $NEM $GLW $SYK $PH ServiceNow benefits from enterprise software and AI adoption, Newmont benefits from gold prices, Corning benefits from optical and AI-networking demand, Stryker benefits from medical-device utilization, and Parker-Hannifin benefits from industrial and aerospace activity. I'm watching software bookings, gold prices, AI infrastructure, procedure volumes, and industrial demand.