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earnings-spotlight

TSM, ASML, and NKE Head Into Earnings With the Macro World on Fire — Here's What Retail Is Betting On

TSM, ASML, and NKE are all reporting this week into a macro storm of record-low consumer sentiment, 3.3% CPI, and $100 oil. Retail is watching closely.

1 min read

TSMASMLNKEGS

earnings-spotlight

Marvell's Earnings Are Coming and Wall Street Is Screaming Buy While Quants Are Shrugging

43 Wall Street analysts say strong buy. Quant models say hold. MRVL's earnings are coming and nobody can agree on literally anything.

1 min read

MRVLCRWVAMZNGOOGL

earnings-spotlight

Delta's Fuel Bill Doubled and Carnival Just Had Its Best Day in a Year — Earnings Season Is Getting Weird

DAL beat Q1 estimates and CCL surged 11%, but fuel just went from 15% to 30% of airline revenue in one quarter. Retail is celebrating. The CFOs are not.

1 min read

DALCCLCVXSHW

earnings-spotlight

Earnings Season Just Got a Wild Card: Oil at $113 Means Every Q2 Guidance Call Is a Geopolitical Hostage Situation

Oil shock. Ceasefire drama. Medicare bumps. Somehow earnings season is still happening — and a few tickers are thriving despite the chaos.

1 min read

UNHHUMLEVIKMB

earnings-spotlight

Earnings Season Walks Into a War Zone: How $MU, $STX, and Energy Bulls Are Positioning Before Q2 Reports

War, oil shocks, and a Fed pivot walk into an earnings bar. Retail traders are betting on memory, energy, and a market that's 'spring-loaded.' Here's the positioning.

1 min read

MUSTXAPAAPP

earnings-spotlight

Earnings Season Meets an Oil Shock: Retail Traders Are Pricing In Pain Nobody's Ready For

Oil's up 12% in a day, gas is up 38%, and somehow S&P forward earnings estimates are being revised *up*. Retail traders are not okay.

1 min read

XOMCVXJPM

earnings-spotlight

Credit Markets Are Screaming Bear — But Retail Is Still Buying the Dip in $OXY and $COP

Credit spreads are blowing out, the S&P is below both moving averages, and yet retail is still nibbling. Here's what the data says about earnings expectations.

1 min read

SPYQQQOXYCOP

earnings-spotlight

DAL's Big Earnings Moment: 178K Jobs, $141 Oil, and a First-Class Passenger Who Doesn't Care

178K jobs, $141 Brent crude, and a Strait of Hormuz situation — Delta's earnings this week aren't about Q1. They're about whether summer travel survives the chaos.

1 min read

DALUALAAL

earnings-spotlight

Big Bank Earnings Are Here and the Street Is Already Pricing In a Trading Bonanza

Bank earnings season is finally here. JPM guided for mid-teen capital markets growth, Goldman's trading desk is basically printing money, and retail sentiment is quietly bullish.

1 min read

JPMGSBACWFC

earnings-spotlight

Big Bank Earnings Are Here — And Wall Street's Betting JPM Prints Money While Everyone Else Watches Oil

JPMorgan is expected to post strong Q1 results with mid-teen capital markets growth. But with oil at $140 and a war rattling markets, the vibe is complicated.

1 min read

JPMGSMS

earnings-spotlight

Nike Can't Find Its Footing: NKE Guides Down Again While the Market Parties on Iran Peace Hopes

Nike just guided Q4 revenue down 2-4% while the S&P ripped 3% on Iran peace hopes. Worst timing since cargo pants. Here's what social sentiment is saying.

1 min read

NKERHDIS

earnings-spotlight

BSX Is Down 34% YTD and the Watchman Just Missed — Is This Stock Already Dead on Arrival?

BSX's Watchman implant just whiffed in trials, PANW's CEO is buying the dip with $10M of his own money, and Sysco got obliterated. Earnings season is not playing nice.

1 min read

BSXPANWSYYWDC

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