Executive Buying Newsletter July 15, 2026

Mid-July 2026 Edition

This market has been very choppy since mid-May. It looks like it will break out of this consolidation area one way or another very soon. Here are the list of companies on our newsletter.

AMGN (Amgen Inc.) Amgen has shown steady progress in the biotech space with strong demand for established therapies and advancement in its obesity pipeline. Recent financials highlight growth from key products, while the company raised full-year guidance following a solid Q1. Pipeline catalysts like MariTide and regulatory updates continue to support optimism, positioning AMGN as a resilient name in healthcare amid innovation in cardiometabolic treatments.

AAPL (Apple Inc.) Apple’s stock has demonstrated resilience with a notable rally, driven by AI feature approvals in key markets like China and strong services momentum. Despite leadership changes in AR/Vision Pro and pricing adjustments on select devices, demand for iPhone and ecosystem products remains robust. Upcoming earnings and AI integrations position AAPL favorably for continued growth in hardware, services, and emerging technologies.

AMZN (Amazon.com Inc.) Amazon is capitalizing on strong e-commerce trends, highlighted by successful Prime Day sales and AWS pricing power in AI workloads. The company is aggressively investing in infrastructure with major bond offerings to fund AI and data center expansion, while analysts raise targets on accelerating cloud growth. AMZN balances near-term capex with long-term dominance in retail and cloud computing.

GS (Goldman Sachs Group Inc.) Goldman Sachs delivered record Q2 results with robust investment banking and asset management performance. Major deals, including significant pension and 401(k) asset management wins, underscore strength in M&A advisory and wealth services. With a leading position in global dealmaking, GS benefits from a favorable operating environment and capital returns to shareholders.

IWM (iShares Russell 2000 ETF) Small-cap equities via IWM have outperformed broader indices in 2026, supported by passive inflows and economic resilience. The ETF captures diverse exposure across sectors, with momentum from reconstitution flows and hopes for policy support. While sensitive to interest rates, IWM offers investors access to higher-growth potential in domestic small companies.

JPM (JPMorgan Chase & Co.) JPMorgan continues to post strong results with record markets revenue and healthy investment banking activity. The bank maintains a fortress balance sheet and explores strategic acquisitions, while managing elevated expenses from growth and technology investments. JPM remains a benchmark leader in U.S. banking with solid credit trends and client expansion.

LLY (Eli Lilly and Company) Eli Lilly powers ahead with exceptional growth in its GLP-1 franchise, including Mounjaro and Zepbound, alongside pipeline successes. Strong Q1 earnings and raised guidance reflect robust demand and new approvals, pushing shares to highs. Expansions via acquisitions and Medicare programs further solidify LLY’s position in metabolic and innovative therapeutics.

META (Meta Platforms Inc.) Meta Platforms has surged on AI advancements, including custom chip development and new models like Muse for image generation and coding. Plans to monetize surplus compute via cloud leasing and strong ad engagement (Reels, AI features) drive optimism. Despite heavy capex, META’s efficient operations and user growth support attractive long-term prospects.

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his newsletter is for informational purposes only and does not constitute investment advice. Markets are dynamic—conduct your own research. Dominick Manaro, Executive Buying Capital Newsletter