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earnings-spotlight

ON Semi's $7B Synaptics Bet Torched 25% of Its Stock Value — Retail Is Not Impressed

ON Semi dropped 25% in a single week after announcing a $7B all-stock Synaptics acquisition. Reddit is calling it a capital crime. Here's where sentiment stands.

Jun 27, 20261 min read

SYNAMUGSMS

earnings-spotlight

Micron Just Printed $41.5B and Wall Street Is Calling It the AI Trade of the Generation

Micron just crushed Q3 with $41.5B in revenue and guided to $50B next quarter. Meanwhile, PepsiCo might actually miss. Earnings season has a hero and a villain.

Jun 26, 20261 min read

MUQCOMPEP

earnings-spotlight

Micron's Earnings Are Hours Away and Retail Is Either Going to Look Genius or Get Wrecked

The Nasdaq just bled 2.2%, Micron dropped 13%, and earnings are imminent. Retail traders are either loading up or running for the exits.

Jun 24, 20261 min read

MUMRVLNVDASNDK

earnings-spotlight

Earnings Season Meets a War Zone: Retail Traders Are Betting on Oil Plays While Tech Burns

GOOGL is down 7% on AI brain drain fears, SpaceX just priced its first bond sale, and Iran peace talks are reshaping earnings outlooks for energy AND tech. Buckle up.

Jun 23, 20261 min read

GOOGLSPCEMU

earnings-spotlight

AbbVie Just Dropped $10.9B on APG and the Street Is Freaking Out — What Else Is Moving This Earnings Season

AbbVie drops $10.9B on Apogee Therapeutics, sending APG up 47% pre-market. Arcosa surges 11% on CRH acquisition talk. Summer earnings season just got interesting.

Jun 22, 20261 min read

ABBVAPGACARGNX

earnings-spotlight

SpaceX IPO, Iran Hormuz Deal, and 20% Earnings Growth: Retail Is Repositioning Before the Flood

Iran deal incoming, oil unwinding, SpaceX IPO breaking records — retail traders are quietly rotating ahead of what could be the hottest earnings season in years.

Jun 20, 20261 min read

XOMCVXGSMS

earnings-spotlight

Accenture Craters 18% While Intel Moons 10% — Earnings Season Is Playing No Games

Accenture just posted a brutal 18% drop on a revenue miss while Intel surged 10% on a Trump-backed Apple chip deal. Earnings season has opinions.

Jun 19, 20261 min read

ACNINTCAAPL

earnings-spotlight

$KMX and $CMG Earnings Week: Retail Traders Are Picking Sides Before the Bell

Kroger just dropped its weakest sales quarter since August 2024. CarMax is next. Retail traders are positioning — are they reading it right?

Jun 15, 20261 min read

KRKMXAMZNWMT

earnings-spotlight

Kroger's Earnings Are Coming and Nobody Cares Because SpaceX Just Launched Into Your Portfolio

SpaceX IPO euphoria is eating all the oxygen in the room. Meanwhile, Kroger is about to report its softest sales growth in nearly two years. Terrible timing, KR.

Jun 13, 20261 min read

KRMUSNDK

earnings-spotlight

SpaceX Pops 20% on Day One — Retail Wants In, S&P 500 Said 'Nah'

SpaceX popped 20% on debut, hit a $1.7T valuation, and made Elon Musk a trillionaire. Retail was screaming 'buy.' The S&P 500 index committee was less impressed.

Jun 12, 20261 min read

ADBELEN

earnings-spotlight

SpaceX IPO Is the Black Hole Eating the Chip Rally — and Tom Lee Thinks That's Fine

The SpaceX IPO is sucking $75B of oxygen out of the room — and chip stocks are paying the price. Here's who wins and loses when the dust settles.

Jun 10, 20261 min read

CRWVSJMNUVLQCOM

earnings-spotlight

Airlines Are Printing Money While the World Burns — $UAL and $AAL Earnings Are the Trade of the Summer

Fuel is up 40%, fares are up 20%, and people are still booking record summer travel. Airline earnings might be the most contrarian setup hiding in plain sight.

Jun 8, 20261 min read

UALDALJBLUGE

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