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earnings-spotlight

Earnings Season's Dark Horse: $QCOM Just Surged 10.5% and Everyone's Still Talking About $NVDA

QCOM just popped 10.5% on unconfirmed OpenAI/MediaTek smartphone chip news. Domino's cratered 10%. Earnings season has a new protagonist and a very public villain.

Apr 27, 20261 min read

QCOMDPZ

earnings-spotlight

Strait of Hormuz Is Killing Energy Earnings — And Wall Street Is Still Asleep

The Strait of Hormuz is basically closed, Brent crude is above $105, and Bloomberg's own energy guests say markets are underpricing the risk. Earnings season is going to be spicy.

Apr 26, 20261 min read

OXYCFLNGBTC

earnings-spotlight

Nvidia Rides Intel's Coattails to All-Time Highs — and the Semiconductor Party Is Just Getting Started

Intel just had its best single day since October 1987. Nvidia hit a new all-time high. The SOX index logged its 18th straight winning session. Retail is not sleeping on this.

Apr 25, 20261 min read

NVDAMSFTMETACHTR

earnings-spotlight

$INTC Just Had Its Best Earnings Beat in 5 Years — And Retail Is Finally Paying Attention

Intel's Q1 just vaporized every bearish thesis in one after-hours session. ServiceNow had the opposite kind of night. Earnings season has no chill.

Apr 24, 20261 min read

INTC

earnings-spotlight

Earnings Season Is Printing, But the Market Can't Stop Doom-Scrolling Hormuz Updates

Earnings revisions are heading up, UNH just crushed estimates, and Morgan Stanley sees S&P fair value at 7,500. So why is the timeline pure chaos?

Apr 22, 20261 min read

UNHGEVRTXSPY

earnings-spotlight

$AAPL Gets a New Boss and $AMZN Bets $5B on AI — Here's What Retail Is Actually Watching

Tim Cook's out by September, Amazon just dropped $5B on Anthropic, and oil is doing its best 2008 impression. Retail traders, buckle up.

Apr 21, 20261 min read

AAPLAMZN

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.

Apr 19, 20261 min read

XOMCVXSPYQQQ

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.

Apr 19, 20261 min read

TSLASPY

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.

Apr 18, 20261 min read

NFLXMSTRBTCRCL

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.

Apr 17, 20261 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.

Apr 15, 20261 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?

Apr 15, 20261 min read

JPMWFCHOOD

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