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earnings-spotlight

Expedia $EXPE Hits Record High: Is 34% Upside Real?

Expedia just hit a record high on a brutal market day. Evercore sees 34% upside. Is this the sleeper earnings trade of the summer?

Aug 25, 20263 min read

earnings-spotlight

Nvidia $NVDA Earnings Preview: Revenue Up 90%, But Is the Hype Priced In?

Nvidia heads into earnings with mid-90% revenue growth and an AI financing empire. But with China names cratering and Samsung disappointing, is the setup too perfect?

Aug 24, 20262 min read

earnings-spotlight

TJX Companies Raises FY Guidance After Q2 Comp Sales Jump 4%

TJX posted a 4% comp sales beat and raised full-year EPS guidance. Retail sentiment is looking the other way. Their loss, maybe your gain.

Aug 22, 20262 min read

TJX

earnings-spotlight

Micron $MU: Why Memory Chips Are the Hidden AI Winner

Everyone's screaming about Nvidia. But Micron's CEO just made the case that memory is the real AI chokepoint. Retail traders are starting to listen.

Aug 21, 20262 min read

MUAVGONVDA

earnings-spotlight

Moderna $MRNA Earnings: What Retail Traders Expected vs. Reality

Moderna just added $44B in market value in a single session. Social sentiment was already lining up on the right side of the trade.

Aug 20, 20262 min read

MRNAMRK

earnings-spotlight

Home Depot $HD Beats Q2, Klarna Sinks 18%: Earnings Chaos Explained

Home Depot just logged its strongest comparable sales growth since 2022, while Klarna tanked 18% pre-market on a revenue cut. Two very different stories about consumer health.

Aug 18, 20262 min read

HDFNBIDU

earnings-spotlight

Anthropic $14x Revenue Jump: What It Means for AI Chip Stocks

Anthropic just posted a 14x year-over-year revenue jump. Retail traders are already rotating into the picks-and-shovels plays around it.

Aug 18, 20262 min read

SNDKMUMRVL

earnings-spotlight

Walmart $WMT and Target $TGT Earnings: One Winner, One Loser

Walmart and Target both report this week, but the street is treating them like they live in different economies. Here's what the sentiment data says.

Aug 17, 20262 min read

WMTTGT

earnings-spotlight

PNC's +50% Earnings Growth: Why Bonds at 5% Don't Kill This Rally

PNC just posted 50% earnings growth and Wall Street is arguing about bonds. Here's who's right.

Aug 16, 20262 min read

PNC

earnings-spotlight

Walmart and Target Earnings Hit This Week: Who Wins the Consumer?

Walmart and Target report earnings this week against a backdrop of crumbling consumer sentiment and weak retail sales. One of them has a real shot at surprising you.

Aug 15, 20262 min read

WMTTGT

earnings-spotlight

SanDisk $SNDK Surges 34%: NAND Market Headed to $500B by 2027

SanDisk surged 34% in a week and JP Morgan thinks it's just getting started. The NAND market is about to get very large, very fast.

Aug 14, 20262 min read

SNDKMUWDCRDDT

earnings-spotlight

Cerebras $CBRS Drops 13% on Earnings: Cloud Boom Can't Save It

Cerebras posted jaw-dropping cloud growth but guided soft. Shares dropped 13%. Here's what retail traders are missing and what they're not.

Aug 13, 20262 min read

CBRSNVDA