Earnings Spotlight

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

Gap $GPS Posts 10% Comp Sales Jump, But Old Navy Is the Problem

Gap brand is on an 11-quarter winning streak. Old Navy just snapped a 12-quarter streak in the wrong direction. This is a tale of two brands.

Aug 29, 20262 min read

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Autodesk $ADSK and Workday $WDAY Disappoint After Hours

Nvidia ate the whole earnings buffet. Autodesk and Workday are still waiting for a table. Here's what the social sentiment is actually saying.

Aug 28, 20262 min read

ADSKWDAY

earnings-spotlight

Memory Stocks Rally as Nvidia Flags $270B Supply Crunch

Nvidia just told you where the money flows next. Memory stocks are rallying hard and the $270B forward commitment is the signal retail is finally reading.

Aug 27, 20262 min read

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Kohl's $KSS Raises Earnings Outlook But Sales Still Falling

Kohl's raised its annual earnings outlook and the internet noticed. But with sales still declining, is this a turnaround or just a prettier version of the same problem?

Aug 26, 20262 min read

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Intuit $INTU Drops 3% Pre-Earnings: Can TurboTax Survive AI?

Intuit falls 3% ahead of earnings as Wall Street asks the uncomfortable question: why pay for TurboTax when Claude does it free?

Aug 25, 20262 min read

INTU

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Expedia $EXPE Hits Record High: Is 34% Upside Real?

Expedia just hit a record high on a brutal market day. Evercore sees 34% upside. Is this the sleeper earnings trade of the summer?

Aug 25, 20263 min read

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Nvidia $NVDA Earnings Preview: Revenue Up 90%, But Is the Hype Priced In?

Nvidia heads into earnings with mid-90% revenue growth and an AI financing empire. But with China names cratering and Samsung disappointing, is the setup too perfect?

Aug 24, 20262 min read

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TJX Companies Raises FY Guidance After Q2 Comp Sales Jump 4%

TJX posted a 4% comp sales beat and raised full-year EPS guidance. Retail sentiment is looking the other way. Their loss, maybe your gain.

Aug 22, 20262 min read

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Micron $MU: Why Memory Chips Are the Hidden AI Winner

Everyone's screaming about Nvidia. But Micron's CEO just made the case that memory is the real AI chokepoint. Retail traders are starting to listen.

Aug 21, 20262 min read

MUAVGONVDA

earnings-spotlight

Moderna $MRNA Earnings: What Retail Traders Expected vs. Reality

Moderna just added $44B in market value in a single session. Social sentiment was already lining up on the right side of the trade.

Aug 20, 20262 min read

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Home Depot $HD Beats Q2, Klarna Sinks 18%: Earnings Chaos Explained

Home Depot just logged its strongest comparable sales growth since 2022, while Klarna tanked 18% pre-market on a revenue cut. Two very different stories about consumer health.

Aug 18, 20262 min read

HDFNBIDU

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Anthropic $14x Revenue Jump: What It Means for AI Chip Stocks

Anthropic just posted a 14x year-over-year revenue jump. Retail traders are already rotating into the picks-and-shovels plays around it.

Aug 18, 20262 min read

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