Earnings Spotlight

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

Apple iPhone 18 Launches: Can New CEO Turnis Top Tim Cook?

iPhone 18 just dropped with premium pricing and a brand-new CEO. Retail traders are paying close attention, and the social buzz tells an interesting story.

Sep 18, 20262 min read

AAPL

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ON Semiconductor Down 40% in 3 Months: Investor Day Flop or Buying Opportunity?

ONSEMI dropped 9% at its own investor day and is down 40% in three months. Retail traders are watching the Synaptics deal closely.

Sep 17, 20262 min read

NVDAAVGO

earnings-spotlight

Amazon Prime Big Deal Days: Is AMZN a Buy Before Q4 Earnings?

Amazon just dropped its Prime Big Deal Days dates and Seeking Alpha's quant model says strong buy. The bond market has other opinions.

Sep 16, 20262 min read

AMZNWFC

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Broadcom Stock Down 10% Post-Earnings: Is $350B AI Forecast Enough?

Broadcom is down 10% in a month despite jaw-dropping AI forecasts. Hock Tan says demand is durable. The market is not so sure.

Sep 15, 20262 min read

AVGONVDAMSFT

earnings-spotlight

TSMC's Battleship Chips and the AI Energy Crisis Ahead

TSMC is prepping dies spanning 14 reticles and social sentiment on semis is euphoric. But with oil at $100 and yields at 4.95%, who actually funds this buildout?

Sep 14, 20262 min read

TSMNVDAORCL

earnings-spotlight

Goldman Sachs Stock Up 360% Under Solomon: Still Room to Run?

Goldman is up 360% under David Solomon. With oil near $110 and the 10-year yield at 4.95%, can the big banks keep delivering?

Sep 12, 20262 min read

GSPNC

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SWKS Surges 19% on iPhone Duo Hype: Is the LULU Pain Trade Next?

Skyworks popped 19% on iPhone Duo tailwinds, Lululemon got a new CEO and a downgrade in the same week, and CAVA is somehow thriving on GLP-1 drugs. Earnings season has jokes.

Sep 11, 20263 min read

SWKSLULUCAVAAAPL

earnings-spotlight

AVAV Beats Q1 Estimates and Lands $465M Army Contract

While everyone's watching oil and Apple, AVAV just beat Q1 estimates and locked in a $465M Army contract. Retail traders are finally paying attention.

Sep 10, 20262 min read

AVAV

earnings-spotlight

Apple's $2,000 Foldable iPhone: Upgrade Cycle or Overpriced Gamble?

Apple is about to drop a $2,000 foldable iPhone and traders can't agree if it's genius or a very expensive distraction from a mediocre AI strategy.

Sep 9, 20262 min read

AAPL

earnings-spotlight

Novartis $NVS Falls 9% on Third Trial Failure in One Week

Novartis just had the worst week in pharma since 2020. Three trial failures, a $12B acquisition that's looking like a dud, and analysts quietly giving up on the growth story.

Sep 8, 20262 min read

NVSAMGN

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Finance Influencer Fraud Is Rampant: What Real Earnings Look Like

Comedy sketches are exposing finance influencer fraud, but retail traders are still moving markets. Here's what the sentiment data actually says.

Sep 7, 20262 min read

NVDAGLD

earnings-spotlight

Volkswagen $VWAGY Cuts 100,000 Jobs: Is the Pain Worth It?

VW just announced 100,000 job cuts and a 50% model lineup reduction. The stock jumped 10%. Retail sentiment is cautiously bullish, but the bear case is very much alive.

Sep 4, 20262 min read

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