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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

earnings-spotlight

Meta $META Margins Crater to 31%: Is the AI Spending Spree Worth It?

Meta grew revenue 28% but operating margins fell from 43% to 31%. Retail traders are watching the AI spending war in real time.

Jul 30, 20262 min read

METAMSFTQCOM

earnings-spotlight

SoFi $SOFI Posts 40% Revenue Growth for 19th Straight Rule-of-40 Quarter

SoFi just dropped 40% revenue growth and 30% EBITDA margins. Retail traders are finally paying attention. Are they too late?

Jul 29, 20262 min read

SOFI

earnings-spotlight

Ford $F Raises Guidance After Q2 Beat: F-150 Does the Heavy Lifting

Ford beat on EPS and raised full-year guidance to $10-11B, but its EV unit lost $919M in Q2. The truck business is doing all the work.

Jul 29, 20262 min read

earnings-spotlight

Visa, Mastercard, PayPal Report This Week: Who Wins Payments Earnings?

Visa and Mastercard are positioned as quiet winners while PayPal draws sell calls from retail traders. Here is how the payments sector stacks up.

Jul 28, 20262 min read

MAPYPL

earnings-spotlight

Apple and Amazon Report Tuesday: What Social Sentiment Is Pricing In

AAPL and AMZN report Tuesday as the Iran war, $100 oil, and FOMC week collide. Here's what social sentiment is actually betting on.

Jul 27, 20262 min read

AAPLAMZNMSFTMETA

earnings-spotlight

Paramount-WBD Merger Delayed to 2027 with $7M Daily Ticking Fee

The Paramount-WBD mega-merger just got pushed to June 2027, and a $7M-per-day penalty clock starts ticking October 1. Here's what the sentiment says.

Jul 26, 20262 min read

WBD

earnings-spotlight

Verizon $VZ Q2 Beats EPS But Equipment Revenue Drops 20%

Verizon beat on earnings but missed revenue. With a 6.38% yield and a 20% equipment revenue drop, retail traders are debating whether this dividend is a gift or a trap.

Jul 24, 20262 min read

earnings-spotlight

Meta, MSFT, AMZN, AAPL Earnings: Where Retail Traders Are Betting

Tesla just torched 14% in a single session. Now retail traders are positioning for Meta, Microsoft, Amazon, and Apple. Here's what the crowd is betting on.

Jul 23, 20262 min read

TSLAAAPLMETAMSFT

earnings-spotlight

Alphabet Cloud Surges 82%, Tesla Misses Big: Earnings Scorecard

Alphabet posted an 82% cloud surge while Tesla's EPS came in at $0.33 vs the $0.51 expected. Here's what the sentiment gap means for your portfolio.

Jul 23, 20262 min read

GOOGLTSLA

earnings-spotlight

Big Tech Earnings Preview: Retail Traders Are All-In on Mag Seven

Retail traders are buying every dip and rotating into AI stocks ahead of big tech earnings. Social sentiment is euphoric. The bar, however, is terrifyingly high.

Jul 22, 20262 min read

NVDAGOOGLAMZNDHR

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