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earnings-spotlight

Earnings Season Meets the Hormuz Wildcard: How Geopolitical Chaos is Repricing Everything

13 consecutive NASDAQ green days, a blocked Strait of Hormuz, and earnings season all walk into a bar. Something's about to get punched.

1 min read

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earnings-spotlight

Tesla Earnings Wednesday: Wall Street Wants Robotaxis, Retail Wants Answers

TSLA reports Wednesday and nobody's talking about Model Y. Retail traders want robotaxi timelines, Optimus updates, and a reason to believe again.

1 min read

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earnings-spotlight

Netflix Craters 10% While the Rest of Wall Street Parties Like It's Peace Time

The S&P 500 hit 7,001 and everyone's celebrating — except Netflix shareholders, who are having a very different Friday.

1 min read

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earnings-spotlight

Netflix Beat the Quarter and Still Got Punished — Here's Why Retail Is Furious

Netflix crushed Q1 on almost every line, then guided Q2 EPS at $0.78 vs. $0.84 expected. The Street didn't forgive the gap. Retail traders are loudly asking why.

1 min read

NFLX

earnings-spotlight

Bank Earnings Are Printing, Live Nation Is Bleeding, and Retail Traders Are Watching All of It

BofA posted its highest quarterly revenue in a decade, Morgan Stanley hit a record intraday high, and a jury just handed Live Nation a monopoly conviction. Earnings week has no chill.

1 min read

BACLYVSEAT

earnings-spotlight

Bank Earnings Are In — JPM Crushed It, WFC Faceplanted, and Retail Traders Are Betting the Fed Blinks Next

JPM posted record trading revenue, WFC missed badly, and the Nasdaq just logged its longest win streak since 2021. Retail traders smell a rate cut. Are they right?

1 min read

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earnings-spotlight

Amazon and Meta Are the Only Two Stocks Joseph Carlson Would Bet $200K On Right Now

Joseph Carlson is $100K+ deep in both META and AMZN. AWS AI revenue is growing 260x faster than AWS itself did at the same stage. Is retail finally right?

1 min read

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earnings-spotlight

GS Crushed Earnings — So Why Is David Solomon Looking Like He Needs a Drink?

GS posted near-record revenue with equities trading up 27% and M&A fees up 89%. The numbers are great. The vibes? Not so much.

1 min read

GS

earnings-spotlight

Goldman and Citi Are About to Report Earnings While the World Is Literally on Fire

Goldman, Citi, and friends report Q1 earnings into a geopolitical storm that's sent oil up 6% overnight. Retail sentiment is... complicated.

1 min read

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earnings-spotlight

SMH Bulls Are 70% Sure This V-Shape Is Real — Here's What Earnings Season Has to Say About That

Semis are ripping, the S&P is on a 7-day win streak, and retail traders are 70% bullish. But with yields at 5-6%+ and gas up $1.17/gallon, earnings season is about to do a lot of heavy lifting.

1 min read

SPY

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

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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

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