Earnings Spotlight

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

Cloud Is King: Why $GOOGL Is the Only Big Tech Name Retail Traders Actually Want to Buy Right Now

Alphabet crushed it, Meta scared everyone with a $145B spending spree, and the Fed just had its most dramatic meeting since 1992. Buckle up.

Apr 30, 20261 min read

GOOGLMETAMSFT

earnings-spotlight

$BKNG craters, $SBUX pops, and $VISA quietly prints money — earnings season is a vibe right now

SBUX up 5% on iced drinks and Gen Z. BKNG down 4% on geopolitics. VISA quietly posts its best growth in 4 years. Earnings season is chaotic and we're here for it.

Apr 29, 20261 min read

SBUXBKNGHOODSTZ

earnings-spotlight

Earnings Season's Dark Horse: $QCOM Just Surged 10.5% and Everyone's Still Talking About $NVDA

QCOM just popped 10.5% on unconfirmed OpenAI/MediaTek smartphone chip news. Domino's cratered 10%. Earnings season has a new protagonist and a very public villain.

Apr 27, 20261 min read

QCOMDPZ

earnings-spotlight

Strait of Hormuz Is Killing Energy Earnings — And Wall Street Is Still Asleep

The Strait of Hormuz is basically closed, Brent crude is above $105, and Bloomberg's own energy guests say markets are underpricing the risk. Earnings season is going to be spicy.

Apr 26, 20261 min read

OXYCFLNGBTC

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Nvidia Rides Intel's Coattails to All-Time Highs — and the Semiconductor Party Is Just Getting Started

Intel just had its best single day since October 1987. Nvidia hit a new all-time high. The SOX index logged its 18th straight winning session. Retail is not sleeping on this.

Apr 25, 20261 min read

NVDAMSFTMETACHTR

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$INTC Just Had Its Best Earnings Beat in 5 Years — And Retail Is Finally Paying Attention

Intel's Q1 just vaporized every bearish thesis in one after-hours session. ServiceNow had the opposite kind of night. Earnings season has no chill.

Apr 24, 20261 min read

INTC

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Earnings Season Is Printing, But the Market Can't Stop Doom-Scrolling Hormuz Updates

Earnings revisions are heading up, UNH just crushed estimates, and Morgan Stanley sees S&P fair value at 7,500. So why is the timeline pure chaos?

Apr 22, 20261 min read

UNHGEVRTXSPY

earnings-spotlight

$AAPL Gets a New Boss and $AMZN Bets $5B on AI — Here's What Retail Is Actually Watching

Tim Cook's out by September, Amazon just dropped $5B on Anthropic, and oil is doing its best 2008 impression. Retail traders, buckle up.

Apr 21, 20261 min read

AAPLAMZN

earnings-spotlight

Earnings Season Meets the Hormuz Wildcard: How Geopolitical Chaos is Repricing Everything

13 consecutive NASDAQ green days, a blocked Strait of Hormuz, and earnings season all walk into a bar. Something's about to get punched.

Apr 19, 20261 min read

XOMCVXSPYQQQ

earnings-spotlight

Tesla Earnings Wednesday: Wall Street Wants Robotaxis, Retail Wants Answers

TSLA reports Wednesday and nobody's talking about Model Y. Retail traders want robotaxi timelines, Optimus updates, and a reason to believe again.

Apr 19, 20261 min read

TSLASPY

earnings-spotlight

Netflix Craters 10% While the Rest of Wall Street Parties Like It's Peace Time

The S&P 500 hit 7,001 and everyone's celebrating — except Netflix shareholders, who are having a very different Friday.

Apr 18, 20261 min read

NFLXMSTRBTCRCL

earnings-spotlight

Netflix Beat the Quarter and Still Got Punished — Here's Why Retail Is Furious

Netflix crushed Q1 on almost every line, then guided Q2 EPS at $0.78 vs. $0.84 expected. The Street didn't forgive the gap. Retail traders are loudly asking why.

Apr 17, 20261 min read

NFLX

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