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earnings-spotlight

Oil Is Screaming, Fertilizer Costs Are Insane, and Retail Is Buying $XOM Before Earnings — Here's the Play

Brent crude is at $112, the Strait of Hormuz is nearly shut, and fertilizer prices tripled in weeks. Retail traders are piling into energy before earnings drop.

1 min read

XOMCVXGLDNTR

earnings-spotlight

Nike's Earnings Are Tuesday and the Bar Has Never Been Lower — Which Might Be the Point

Nike reports Tuesday with everyone expecting disaster — 16% China drop, low single-digit revenue declines. But when the bar's in the basement, sometimes that's when stocks moonshot.

1 min read

NKEHALCCL

earnings-spotlight

$U is up 14% on earnings — but is this a dead cat bounce or a comeback story?

Unity Software popped 14% on a surprise Q1 beat, but with Google's Project Genie lurking and oil pushing $110, the bulls have some explaining to do.

1 min read

GOOGL

earnings-spotlight

MSFT and META Head Into Earnings Season With the Worst Possible Timing

War, lawsuits, and a 42% chance the Fed hikes again. Earnings season has entered the chat at the worst possible moment for Big Tech.

1 min read

METAGOOGLMSFTAMZN

earnings-spotlight

Airlines Are About to Report Earnings Into a $105 Oil Headwind — And Retail Is Already Pricing In Pain

Oil at $105 is already eating airline margins alive. Retail traders on Robinhood doubled energy exposure as earnings season looms — here's what the sentiment says.

1 min read

UALDALAAL

earnings-spotlight

KB Home Misses, ARM Surges, and Cramer Says Do Nothing — Earnings Season Is Cooked

ARM just announced it's selling its own chips and shot up 6.6%. KB Home missed estimates and blamed the Middle East. Earnings season has entered its chaotic era.

1 min read

ARMKBH

earnings-spotlight

Chewy and Beyond Meat Are About to Report Earnings Into a War Zone

War in the Middle East, oil near multi-year highs, and somehow Chewy still has to justify its pet food margins. Earnings don't care about your feelings.

1 min read

CHWYBYND

earnings-spotlight

Earnings Season Meets a War Zone: How the Iran Conflict Is About to Blow Up Q1 Reports

LNG just hit $30/MMBTU. Stocks are at six-month lows. And Q1 earnings season is walking straight into the blast radius of a Middle East war.

1 min read

XOMCOPDALUAL

earnings-spotlight

FedEx Just Raised Guidance Into a War Zone — Retail Traders Are Calling It the Earnings Story Everyone's Missing

FDX raised EPS guidance above $20 into a literal wartime economy. SMCI just lost 27% after its co-founder got charged with smuggling Nvidia chips to China. Earnings season has logged on.

1 min read

FDXSMCIGOOGL

earnings-spotlight

$MU Just Beat Earnings and Still Got Wrecked — Welcome to War Season

Micron beat estimates, the AI memory cycle is screaming, and the stock still dropped 5%. Turns out geopolitics is a terrible earnings catalyst.

1 min read

MUFIVE

earnings-spotlight

Macy's Is Eating Saks' Lunch and the Chart Shows It — But Can the Iran War Spoil the Party?

Macy's is thriving on Saks' bankruptcy chaos, Lululemon has no CEO and no answers, and every earnings call now comes with a complimentary geopolitical risk disclaimer.

1 min read

LULU

earnings-spotlight

NVIDIA Just Doubled Its Revenue Forecast to $1 Trillion — And Retail Is Finally Paying Attention

NVIDIA doubled its revenue outlook to $1T through 2027 at GTC. Meanwhile, retail traders are trying to figure out if earnings season even matters when Hormuz is closed.

1 min read

NVDAACAD