Earnings Spotlight

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

Walmart $WMT and Target $TGT Earnings: One Winner, One Loser

Walmart and Target both report this week, but the street is treating them like they live in different economies. Here's what the sentiment data says.

Aug 17, 20262 min read

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earnings-spotlight

PNC's +50% Earnings Growth: Why Bonds at 5% Don't Kill This Rally

PNC just posted 50% earnings growth and Wall Street is arguing about bonds. Here's who's right.

Aug 16, 20262 min read

PNC

earnings-spotlight

Walmart and Target Earnings Hit This Week: Who Wins the Consumer?

Walmart and Target report earnings this week against a backdrop of crumbling consumer sentiment and weak retail sales. One of them has a real shot at surprising you.

Aug 15, 20262 min read

WMTTGT

earnings-spotlight

SanDisk $SNDK Surges 34%: NAND Market Headed to $500B by 2027

SanDisk surged 34% in a week and JP Morgan thinks it's just getting started. The NAND market is about to get very large, very fast.

Aug 14, 20262 min read

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earnings-spotlight

Cerebras $CBRS Drops 13% on Earnings: Cloud Boom Can't Save It

Cerebras posted jaw-dropping cloud growth but guided soft. Shares dropped 13%. Here's what retail traders are missing and what they're not.

Aug 13, 20262 min read

CBRSNVDA

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Sysco $SYY: 9-11% EPS Growth Guide and a $370B Market Nobody Owns

Sysco beat top and bottom line, guided for 9-11% EPS growth, and recovered from a post-earnings selloff. With 18% share of a $370B market, the upside math is hard to ignore.

Aug 12, 20262 min read

SYY

$Grindr $GRND Earnings Miss, But a $375 AI Tier Could Change the Math thumbnail$

earnings-spotlight

Grindr $GRND Earnings Miss, But a $375 AI Tier Could Change the Math

Grindr raised its full-year revenue forecast to $540M but still missed estimates. Now it's betting a $375/month AI subscription can fix the story.

Aug 11, 20262 min read

GRND

earnings-spotlight

Berkshire, TSMC, and Intel: 3 Earnings Stories Shaping This Week

Berkshire spent $4.5B on buybacks and dropped $10B on Alphabet. TSMC is printing 40%-plus growth. Intel is selling stock. Earnings season is delivering drama.

Aug 10, 20262 min read

BRK.BGOOGLTSMINTC

earnings-spotlight

Hims & Hers $HIMS Earnings: Subscriber Growth Slows to 9-13%

HIMS subscriber growth has cratered from 35% to single digits. An FTC lawsuit and a new AI app are both on the table. Here's what to expect.

Aug 9, 20262 min read

HIMS

earnings-spotlight

MercadoLibre $MELI Posts 50% Revenue Growth for 30th Straight Quarter

MercadoLibre just dropped another 50% revenue quarter. That's 30+ consecutive quarters above 30% growth. At some point, this stops being a surprise.

Aug 8, 20262 min read

MELI

earnings-spotlight

Airbnb +8%, Beazer Homes $BZH Acquired: Earnings Season's Surprise Winners

Airbnb raised annual guidance for the second time in 2025. Dreamfinders just swallowed Beazer Homes whole. And Lumentum is about to report 237% EPS growth.

Aug 7, 20262 min read

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earnings-spotlight

SanDisk and Memory Chips Are Cracking: What Comes Next

SanDisk's disappointing revenue outlook sent shockwaves through memory chip stocks globally. Here's who's bleeding and who's buying the dip.

Aug 6, 20262 min read

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