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earnings-spotlight

HCA Healthcare Cuts Guidance as ACA Subsidy Cliff Hits Patients

HCA cut full-year EPS guidance as ACA subsidy expirations hit patient access. Healthcare is the only S&P sector projected to post negative earnings growth this season, down 18%.

Jul 15, 20261 min read

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earnings-spotlight

Wells Fargo, Citi, Goldman Crush Q2: 5 Banks, Zero Misses

JPMorgan, Goldman, Citi, Wells Fargo, and Bank of America all crushed estimates. Equities trading is the story of the summer. Now sentiment pivots to Big Tech.

Jul 14, 20261 min read

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earnings-spotlight

Netflix and Meta Earnings: Retail Bulls Are Lining Up This Week

Retail traders are leaning long into Netflix and Meta earnings, even as oil spikes 9% and chips crater. Here's what the crowd is betting on.

Jul 13, 20261 min read

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earnings-spotlight

TSMC Earnings Beat Looms as SK Hynix Stumbles: Chip Sector Split

SK Hynix tanked after a 13% ADR pop while TSMC holds firm. Retail traders are picking sides in the chip sector split.

Jul 13, 20261 min read

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earnings-spotlight

Bank Earnings Week: JPM, BAC, GS Face Iran War Test

Earnings season kicks off with the big banks reporting into a US-Iran war, a closed Strait of Hormuz, and a Fed chief nobody fully trusts yet.

Jul 12, 20261 min read

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earnings-spotlight

Defense Stocks RTX and LMT: Wall Street's Hottest Earnings Play

The Iran war just handed defense contractors a blank check. Here's what retail traders expect when RTX and LMT report.

Jul 12, 20261 min read

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earnings-spotlight

Big Bank Earnings Hit Q2: What Retail Traders Are Betting On

Q2 earnings season is here and retail traders are laser-focused on the big banks. Here's what social sentiment says about who wins and who gets torched.

Jul 10, 20261 min read

JPMBAC

earnings-spotlight

SK Hynix $28B ADR Prices Thursday, Sentiment Is Split

SK Hynix is pricing $28B in ADRs Thursday into a market where Samsung just crashed 9% and the Philly Semiconductor Index dropped 4.5%.

Jul 8, 20261 min read

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earnings-spotlight

Earnings Freeze: Wall Street Pauses as Retail Awaits Next Melt-Up

Markets flatlined but X and YouTube are fired up: will earnings unfreeze the action or just keep boring us into bad trades?

Jul 4, 20261 min read

earnings-spotlight

Apple and Rivian Eat Tech’s Lunch, But Retail Sentiment Is All Over the Map

Apple and Rivian are flexing, chips are tanking, and retail traders are wondering if ‘diversified’ just means ‘less panic?’

Jul 3, 20261 min read

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earnings-spotlight

Earnings Season Meets a Jobs Miss: Retail Traders Are Betting the Fed Blinks First

57K jobs. Half of what was expected. Retail is already rotating into rate-sensitive names ahead of earnings — and the sentiment data shows it.

Jul 2, 20261 min read

METAMUHOOD

earnings-spotlight

Earnings Season Arrives Into a Geopolitical Minefield — Here's What Retail Is Betting On

Retail traders are loading up on AI names and healthcare while geopolitical chaos swirls. Here's who the crowd is backing — and who they're fading.

Jul 2, 20261 min read

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