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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, 2026

2 min read

SNDKWDCANET

earnings-spotlight

AMD Q2 Revenue Hits Record $11.5B on 107% Data Center Surge

AMD just posted its biggest quarter ever, but the stock's reaction tells a more complicated story about expectations vs. reality in the AI chip race.

Aug 5, 20262 min read

AMDNVDA

earnings-spotlight

Merck Q2: $MRCK Keytruda Hits $8.4B But Earnings Face Pressure

Merck beat Q2 estimates with $16.6B in revenue, but a Hold rating and near-term EPS pressure have retail sentiment cautiously optimistic at best.

Aug 5, 20262 min read

MRK

earnings-spotlight

Airlines Are Printing Money: AAL, UAL, LUV Raise Guidance for Q3

Fares up 15-20%, 60% of Q3 already booked, and zero consumer pushback. The airline trade is back and the street might be sleeping on it.

Aug 3, 20262 min read

AALUALLUV

earnings-spotlight

McDonald's Q2 Earnings: Cyclospora Hit Foot Traffic Hard

McDonald's is reporting Q2 with the CEO already warning of deceleration. Is the cyclospora hit a speed bump or a signal the consumer is finally tapping out?

Aug 2, 20262 min read

MCD

earnings-spotlight

Jobs Friday Looms: Is 50K Payrolls the New Normal?

Wall Street expects 80-100K payrolls Friday. Bloomberg Economics says 50K. Someone is going to be very wrong, very publicly.

Aug 1, 20262 min read

AMZNAAPLRBLXNVO

earnings-spotlight

Meta $META Margins Crater to 31%: Is the AI Spending Spree Worth It?

Meta grew revenue 28% but operating margins fell from 43% to 31%. Retail traders are watching the AI spending war in real time.

Jul 30, 20262 min read

METAMSFTQCOM

earnings-spotlight

SoFi $SOFI Posts 40% Revenue Growth for 19th Straight Rule-of-40 Quarter

SoFi just dropped 40% revenue growth and 30% EBITDA margins. Retail traders are finally paying attention. Are they too late?

Jul 29, 20262 min read

SOFI

earnings-spotlight

Ford $F Raises Guidance After Q2 Beat: F-150 Does the Heavy Lifting

Ford beat on EPS and raised full-year guidance to $10-11B, but its EV unit lost $919M in Q2. The truck business is doing all the work.

Jul 29, 20262 min read

earnings-spotlight

Visa, Mastercard, PayPal Report This Week: Who Wins Payments Earnings?

Visa and Mastercard are positioned as quiet winners while PayPal draws sell calls from retail traders. Here is how the payments sector stacks up.

Jul 28, 20262 min read

MAPYPL

earnings-spotlight

Apple and Amazon Report Tuesday: What Social Sentiment Is Pricing In

AAPL and AMZN report Tuesday as the Iran war, $100 oil, and FOMC week collide. Here's what social sentiment is actually betting on.

Jul 27, 20262 min read

AAPLAMZNMSFTMETA

earnings-spotlight

Paramount-WBD Merger Delayed to 2027 with $7M Daily Ticking Fee

The Paramount-WBD mega-merger just got pushed to June 2027, and a $7M-per-day penalty clock starts ticking October 1. Here's what the sentiment says.

Jul 26, 20262 min read

WBD

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