Earnings Spotlight

Upcoming and just-reported earnings, with AI analysis of how retail sentiment is positioned.

BlackRock $BLK Pulls $205B in Q3; Morgan Stanley Beats Too

BLK hauled in $205B in fresh inflows and grew EPS 38% YoY. Morgan Stanley beat on both lines. Earnings week has clear winners.

Oct 14, 20262 min read

BLKMSBACSTT

earnings-spotlight

Apple $AAPL Enters Earnings Week One Cent Shy of All-Time High

Q3 earnings season is live and retail traders are picking sides. Apple is basically at an ATH, banks have underperformed by 1,000 bps, and the bar is getting higher.

Oct 13, 20263 min read

AAPLJPMGSGM

earnings-spotlight

Meta, Amazon, Microsoft: Hyperscalers Own Q3 Earnings Season

Semis are getting dumped, hyperscalers are getting hyped. Here's what retail traders are actually betting on this earnings season.

Oct 12, 20262 min read

METAAMZNMSFTQQQ

earnings-spotlight

Mag Seven Is Dead: Q3 Earnings Season Bets on Broader AI

The Magnificent Seven framing is fading. This earnings season, social sentiment is shifting toward broader market names, and the data is on their side.

Oct 11, 20262 min read

SPYDDOGSNOWDELL

earnings-spotlight

Wall Street Earnings Season Kicks Off With AI Bulls vs. Bears Divided

Earnings season is officially open. The S&P 500 is flirting with record highs, VIX is asleep, and retail traders are loudly disagreeing about whether AI stocks can back up the hype.

Oct 10, 20262 min read

NVDAMULOGI

earnings-spotlight

Humana $HUM Soars 11% as Medicare Star Ratings Flip from 20% to 95%

Humana just went from healthcare's ugly duckling to its golden child overnight. Here's why the Medicare star rating flip is a much bigger deal than it looks.

Oct 9, 20262 min read

HUM

earnings-spotlight

Q3 Earnings Season Kicks Off With 29.5% Growth Expected

Q3 earnings growth is pegged at 29.5% and retail is fully long. But with market breadth at record lows, is this a party or a trap?

Oct 8, 20262 min read

LEVIMUWOLF

earnings-spotlight

Constellation Brands $STZ: EPS Beat, Then a 4.5% After-Hours Drop

STZ posted a solid EPS beat and nabbed a vodka brand, but cautious full-year guidance sent shares down 4.5% after hours. Classic.

Oct 7, 20262 min read

STZ

earnings-spotlight

Qualcomm $QCOM and Nvidia $NVDA: What Earnings Sentiment Says Now

Nvidia is back at record highs and Qualcomm just inked a Huawei deal. Retail traders are pumped. But are earnings actually going to deliver?

Oct 5, 20262 min read

NVDAQCOM

earnings-spotlight

Broadcom $AVGO Earnings: Retail Bulls Are Loud, But Yields at 5.24% Complicate the Math

Retail sentiment on Broadcom is running hot heading into earnings. But with 10-year yields at 5.24% and geopolitical noise everywhere, the setup is messier than the hype.

Oct 5, 20262 min read

AVGO

earnings-spotlight

JPMorgan Earnings Preview: What Retail Traders Are Betting On

Retail sentiment is unusually divided heading into bank earnings. Here's what the crowd is expecting and where the smart money disagrees.

Oct 4, 20262 min read

JPMGSWFC

earnings-spotlight

Tesla Q3 Deliveries Beat, But the Real Earnings Watch Is Nike and Broadcom

Tesla just beat delivery estimates, Broadcom is arranging $60B in fresh AI chip orders, and Nike is still a mess. Who wins earnings season?

Oct 3, 20262 min read

TSLANKEAVGO

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