Earnings Spotlight

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

Kroger's Earnings Are Coming and Nobody Cares Because SpaceX Just Launched Into Your Portfolio

SpaceX IPO euphoria is eating all the oxygen in the room. Meanwhile, Kroger is about to report its softest sales growth in nearly two years. Terrible timing, KR.

Jun 13, 20261 min read

KRMUSNDK

earnings-spotlight

SpaceX Pops 20% on Day One — Retail Wants In, S&P 500 Said 'Nah'

SpaceX popped 20% on debut, hit a $1.7T valuation, and made Elon Musk a trillionaire. Retail was screaming 'buy.' The S&P 500 index committee was less impressed.

Jun 12, 20261 min read

ADBELEN

earnings-spotlight

SpaceX IPO Is the Black Hole Eating the Chip Rally — and Tom Lee Thinks That's Fine

The SpaceX IPO is sucking $75B of oxygen out of the room — and chip stocks are paying the price. Here's who wins and loses when the dust settles.

Jun 10, 20261 min read

CRWVSJMNUVLQCOM

earnings-spotlight

Airlines Are Printing Money While the World Burns — $UAL and $AAL Earnings Are the Trade of the Summer

Fuel is up 40%, fares are up 20%, and people are still booking record summer travel. Airline earnings might be the most contrarian setup hiding in plain sight.

Jun 8, 20261 min read

UALDALJBLUGE

earnings-spotlight

Delta Is Printing Money While You Complain About Airfare — And Earnings Are Next

Delta's passing 40-50% of fuel hikes to you, you're paying it with a smile, and the stock hasn't fully priced that in. Classic.

Jun 7, 20261 min read

DALJBLU

earnings-spotlight

GRND Is Up 38% in Revenue and Down 50% in Price — So Who's Actually Right?

Grindr's revenue is up 38% YoY. Its stock is down 50%. Retail traders are starting to notice the gap — and earnings could be the catalyst.

Jun 7, 20261 min read

GRND

earnings-spotlight

$M Is Having Its Main Character Moment — and Wall Street Finally Noticed

Macy's just dropped its 4th straight quarter of comp sales growth and raised full-year guidance. Retail's most dramatic glow-up is still flying under the radar.

Jun 4, 20261 min read

earnings-spotlight

AI Earnings Season Is Printing Money — And Retail Is Finally Paying Attention

AI earnings are going nuclear. HPE popped 21%, PANW is up 50-60% in May alone, and BlackRock is calling this earnings cycle genuinely unprecedented. Retail is waking up.

Jun 3, 20261 min read

HPEPANWMRVLMSFT

earnings-spotlight

SpaceX IPO Week Is Here and Retail Traders Are Already Losing Their Minds Over $SPCE

SpaceX IPO week is almost here, EasyJet just got a takeover bid it hates, and oil at $94 is about to crash a lot of Q2 earnings parties.

Jun 1, 20261 min read

SPCEXOMJBLU

earnings-spotlight

The $2 Trillion IPO Superstorm Is Coming — And Retail Is Already Sweating SpaceX

The S&P is at all-time highs, Cisco just posted 35% order growth, and somehow the biggest risk is what hasn't hit the market yet.

May 31, 20261 min read

CSCOSNOWIBMIONQ

earnings-spotlight

SentinelOne Gets Body-Slammed While $S Bulls Say 'Trust the Process'

SentinelOne cratered 14% on weak guidance and layoffs. NetApp popped 17%. Same earnings week, very different vibes. Here's what the crowd is actually thinking.

May 30, 20261 min read

NTAPOKTA

earnings-spotlight

SentinelOne Craters 14% While Costco and NetApp Pop — Earnings Season Is Eating Its Young

NetApp surged 17%, Costco beat on comps by nearly 2 points, and SentinelOne dropped 14% on weak guidance. Earnings season is not playing fair.

May 30, 20261 min read

COSTNTAPOKTA

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