Earnings Spotlight

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

Netflix Q2: EPS Beats but Revenue Miss Spooks Traders

Netflix beat on EPS by a penny but missed revenue by $30M. A $1B free cash flow shortfall has traders asking if the easy money is already priced in.

Jul 16, 20261 min read

NFLX

earnings-spotlight

United Airlines ($UAL) Beats Q2 but Jet Fuel Kills the Party

United beat on EPS and revenue, raised guidance, and still got punished. Retail traders are learning that earnings season rewards perfection, not effort.

Jul 16, 20261 min read

UAL

earnings-spotlight

HCA Healthcare Cuts Guidance as ACA Subsidy Cliff Hits Patients

HCA cut full-year EPS guidance as ACA subsidy expirations hit patient access. Healthcare is the only S&P sector projected to post negative earnings growth this season, down 18%.

Jul 15, 20261 min read

HCALRN

earnings-spotlight

Wells Fargo, Citi, Goldman Crush Q2: 5 Banks, Zero Misses

JPMorgan, Goldman, Citi, Wells Fargo, and Bank of America all crushed estimates. Equities trading is the story of the summer. Now sentiment pivots to Big Tech.

Jul 14, 20261 min read

GSWFCJPMBAC

earnings-spotlight

Netflix and Meta Earnings: Retail Bulls Are Lining Up This Week

Retail traders are leaning long into Netflix and Meta earnings, even as oil spikes 9% and chips crater. Here's what the crowd is betting on.

Jul 13, 20261 min read

NFLXMETA

earnings-spotlight

TSMC Earnings Beat Looms as SK Hynix Stumbles: Chip Sector Split

SK Hynix tanked after a 13% ADR pop while TSMC holds firm. Retail traders are picking sides in the chip sector split.

Jul 13, 20261 min read

TSMHXSCL

earnings-spotlight

Bank Earnings Week: JPM, BAC, GS Face Iran War Test

Earnings season kicks off with the big banks reporting into a US-Iran war, a closed Strait of Hormuz, and a Fed chief nobody fully trusts yet.

Jul 12, 20261 min read

JPMBACGSMS

earnings-spotlight

Defense Stocks RTX and LMT: Wall Street's Hottest Earnings Play

The Iran war just handed defense contractors a blank check. Here's what retail traders expect when RTX and LMT report.

Jul 12, 20261 min read

RTXLMTAMZN

earnings-spotlight

Big Bank Earnings Hit Q2: What Retail Traders Are Betting On

Q2 earnings season is here and retail traders are laser-focused on the big banks. Here's what social sentiment says about who wins and who gets torched.

Jul 10, 20261 min read

JPMBAC