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earnings-spotlight

Accenture (ACN) Gets Anthropic Deal: AI Services Play or Hype?

Accenture jumped 3% after announcing it will embed evaluators inside Anthropic. Analysts love the vibe, but nobody's raising numbers. Classic.

Sep 22, 20262 min read

ACNAMDMETA

earnings-spotlight

Warner Bros. Discovery Pops on Paramount Deal: What Retail Expects

WBD shares are moving on Paramount settlement buzz. Retail traders smell a turnaround. Is the hype justified or another value trap?

Sep 21, 20262 min read

WBD

earnings-spotlight

Semiconductors Eye a Comeback: Can SMH Lead Q4 Earnings Season?

The bears had every excuse to crush chip stocks and didn't. Now retail traders are leaning hard into semis before earnings season kicks off.

Sep 20, 20262 min read

MUAMDTSM

earnings-spotlight

Walmart ($WMT) Faces Earnings Pressure as Consumer Sentiment Craters

Goldman says the economy is solid. YouTube disagrees. Here's what retail traders are actually expecting from WMT this earnings season.

Sep 19, 20262 min read

WMT

earnings-spotlight

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

earnings-spotlight

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

earnings-spotlight

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

earnings-spotlight

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

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