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earnings-spotlight

Sysco $SYY: 9-11% EPS Growth Guide and a $370B Market Nobody Owns

Sysco beat top and bottom line, guided for 9-11% EPS growth, and recovered from a post-earnings selloff. With 18% share of a $370B market, the upside math is hard to ignore.

Aug 12, 20262 min read

SYY

$Grindr $GRND Earnings Miss, But a $375 AI Tier Could Change the Math thumbnail$

earnings-spotlight

Grindr $GRND Earnings Miss, But a $375 AI Tier Could Change the Math

Grindr raised its full-year revenue forecast to $540M but still missed estimates. Now it's betting a $375/month AI subscription can fix the story.

Aug 11, 20262 min read

GRND

earnings-spotlight

Berkshire, TSMC, and Intel: 3 Earnings Stories Shaping This Week

Berkshire spent $4.5B on buybacks and dropped $10B on Alphabet. TSMC is printing 40%-plus growth. Intel is selling stock. Earnings season is delivering drama.

Aug 10, 20262 min read

BRK.BGOOGLTSMINTC

earnings-spotlight

Hims & Hers $HIMS Earnings: Subscriber Growth Slows to 9-13%

HIMS subscriber growth has cratered from 35% to single digits. An FTC lawsuit and a new AI app are both on the table. Here's what to expect.

Aug 9, 20262 min read

HIMS

earnings-spotlight

MercadoLibre $MELI Posts 50% Revenue Growth for 30th Straight Quarter

MercadoLibre just dropped another 50% revenue quarter. That's 30+ consecutive quarters above 30% growth. At some point, this stops being a surprise.

Aug 8, 20262 min read

MELI

earnings-spotlight

Airbnb +8%, Beazer Homes $BZH Acquired: Earnings Season's Surprise Winners

Airbnb raised annual guidance for the second time in 2025. Dreamfinders just swallowed Beazer Homes whole. And Lumentum is about to report 237% EPS growth.

Aug 7, 20262 min read

ABNBDFHBZHLITE

earnings-spotlight

SanDisk and Memory Chips Are Cracking: What Comes Next

SanDisk's disappointing revenue outlook sent shockwaves through memory chip stocks globally. Here's who's bleeding and who's buying the dip.

Aug 6, 20262 min read

SNDKWDCANET

earnings-spotlight

AMD Q2 Revenue Hits Record $11.5B on 107% Data Center Surge

AMD just posted its biggest quarter ever, but the stock's reaction tells a more complicated story about expectations vs. reality in the AI chip race.

Aug 5, 20262 min read

AMDNVDA

earnings-spotlight

Merck Q2: $MRCK Keytruda Hits $8.4B But Earnings Face Pressure

Merck beat Q2 estimates with $16.6B in revenue, but a Hold rating and near-term EPS pressure have retail sentiment cautiously optimistic at best.

Aug 5, 20262 min read

MRK

earnings-spotlight

Airlines Are Printing Money: AAL, UAL, LUV Raise Guidance for Q3

Fares up 15-20%, 60% of Q3 already booked, and zero consumer pushback. The airline trade is back and the street might be sleeping on it.

Aug 3, 20262 min read

AALUALLUV

earnings-spotlight

McDonald's Q2 Earnings: Cyclospora Hit Foot Traffic Hard

McDonald's is reporting Q2 with the CEO already warning of deceleration. Is the cyclospora hit a speed bump or a signal the consumer is finally tapping out?

Aug 2, 20262 min read

MCD

earnings-spotlight

Jobs Friday Looms: Is 50K Payrolls the New Normal?

Wall Street expects 80-100K payrolls Friday. Bloomberg Economics says 50K. Someone is going to be very wrong, very publicly.

Aug 1, 20262 min read

AMZNAAPLRBLXNVO

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