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earnings-spotlight

Tech Earnings Are Carrying This Market — And Retail Is Finally Starting to Notice

Tech posted 24% earnings growth in Q1, AI factories are multiplying fast, and retail traders are just now waking up. The buses are empty — is this the boarding call?

1 min read

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earnings-spotlight

Walmart, Home Depot, and Deere Walk Into Earnings Week — Retail Traders Are Already Picking Sides

Walmart, Home Depot, and Deere report this week — and with gas at $4.51, consumers stressed, and a possible CPI starting with '4', the vibes are complicated.

1 min read

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earnings-spotlight

Nvidia Earnings Are Wednesday and the Street Is Already Sweating — Here's What Social Sentiment Says

Nvidia reports Wednesday with near 80% YoY revenue growth, but rising yields, China chip drama, and a jittery market have retail traders equal parts excited and terrified.

1 min read

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earnings-spotlight

HD and Walmart Walk Into Earnings Season While the Bond Market Is Having a Full Meltdown

Bond yields are screaming, oil is at $106, and HD and Walmart are stepping up to the earnings mic. What could go wrong? (Everything, potentially.)

1 min read

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earnings-spotlight

Walmart and Nvidia Walk Into an Earnings Week — Only One of Them Is Cheap

Nvidia drops earnings May 20th with 115% EPS growth expected. Walmart follows May 21st at a 50x PE. One of these valuations makes sense. Guess which.

1 min read

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earnings-spotlight

Cisco's Blowout Quarter Is the Earnings Template Every AI Bull Is Praying For

Cisco surges 15% on blowout earnings, Cerebras nearly doubles on IPO day, and retail traders are too busy watching the Nasdaq hit ATHs to notice who's actually printing money.

1 min read

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earnings-spotlight

$ZBRA and $AMBQ just crushed earnings while chip stocks imploded — retail is watching the scoreboard

Chip stocks cratered, Under Armour dropped 17%, and GameStop got rejected by eBay. Meanwhile, Zebra Technologies quietly had the best day on the S&P 500. Classic market chaos.

1 min read

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earnings-spotlight

Hims & Hers Is Pricing In a 13% Swing — Retail Is Already Picking Sides

Options on HIMS are pricing a 13% move either way. Retail's already in the group chat debating which direction. Here's what the sentiment data actually says.

1 min read

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earnings-spotlight

Hims & Hers Is Pricing In a 13% Swing — Retail Traders Are Not Sleeping on This One

Options are pricing a 13% move for $HIMS. JP Morgan just initiated with overweight. The Novo Nordisk pivot either saves this company or the hype dies on the vine.

1 min read

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earnings-spotlight

Earnings Week Has a 13% Move Priced In for $NVDA's Favorite Healthcare Disruptor — and Retail Is Salivating

Inflation is sticky, earnings are spicy, and retail traders are pricing 13% swings. The degenerate economy is officially in session.

1 min read

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earnings-spotlight

Elanco Just Had Its Best Quarter Since 2018 — And Nobody's Talking About It

Elanco just posted its best quarter since spinning out of Eli Lilly — 10% farm growth, market share gains on Zoetis, and an omni-channel play that goes from dollar stores to vet clinics.

1 min read

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earnings-spotlight

Shell Beat Earnings by 24% and the Stock Still Dropped — Welcome to Buyback Season

Shell crushed earnings but slashed buybacks. Zillow grew 18% and still tanked after-hours. AMD soared 18%. Earnings season is a vibe, not a formula.

1 min read

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