Updated October 17, 2026
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WORLDIndiana honors military service with historic Golden Book and campus traditionsREGULATORYFormer UFC ring girl Brittney Palmer creates Fanatics jersey artMACROUS debt crisis risk rises as 10-year yield hits 5.1%REGULATORYLQR House Appoints Leo Chen as CEO to Lead New Zealand Securities PushREGULATORYTitan International awards CEO $2.3 million in deferred compensationREGULATORYAdial Pharmaceuticals adjourns annual meeting pending Nasdaq approvalWORLDIndiana honors military service with historic Golden Book and campus traditionsREGULATORYFormer UFC ring girl Brittney Palmer creates Fanatics jersey artMACROUS debt crisis risk rises as 10-year yield hits 5.1%REGULATORYLQR House Appoints Leo Chen as CEO to Lead New Zealand Securities PushREGULATORYTitan International awards CEO $2.3 million in deferred compensationREGULATORYAdial Pharmaceuticals adjourns annual meeting pending Nasdaq approval
Coverage

Earnings

188 stories on the Earnings beat — filed by the NewsNovo desk.

Earnings

Sorted by most recent
01
Earnings

Super Micro's 45% Rally Traced To Capital Constraints

Super Micro Computer shares rose 45.1% between July 17 and October 15, 2026, outperforming the S&P 500's 4.1% gain over the same period. This surge followed a record order backlog and a fiscal 2027 revenue target of $65…

Farida Karam · 2 min · October 17, 2026

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02
Earnings

CT-AACES criticizes Talarico campaign over canceled symposium

The Central Texas African American Civic Engagement Symposium (CT-AACES) has expressed deep frustration over the cancellation of a scheduled event with Texas Democratic Senate nominee James Talarico. In an email…

Emmett Donovan · 2 min · October 16, 2026

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03
Earnings

Pope Leo XIV Diagnosed With Lung Adenocarcinoma After Right Lung Surgery

The Vatican announced Tuesday that Pope Leo XIV has been diagnosed with lung adenocarcinoma following a scheduled thoracic procedure. Surgeons removed the lower lobe of the Pope's right lung, and tissue examination…

Theo Sandoval · 2 min · October 16, 2026

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04
Earnings

US Futures Rise as Warsh Withholds Rate Clues and Tesla Showcases Flying Roadster

US stock futures edged higher on Friday, October 16, 2026, as investors processed Federal Reserve Chair Kevin Warsh’s refusal to preview the central bank's next move while weighing a dramatic product debut from Tesla…

Emmett Donovan · 2 min · October 16, 2026

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05
Earnings

Broncos Beat Seahawks 17-14 in Overtime After Ugly Second Half

Wil Lutz kicked a 53-yard field goal in overtime to lift the Denver Broncos to a 17-14 victory over the Seattle Seahawks on Thursday night. The win came despite a second-half offensive collapse that left Denver managing…

Bianca Ferro · 2 min · October 16, 2026

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06
Earnings

Schottenheimer defends Cowboys players-only meeting despite Tomlin criticism

Dallas Cowboys head coach Brian Schottenheimer dismissed criticism of a recent players-only meeting, arguing the session signals a unified effort to fix a defense that has struggled to find consistency. The conversation…

Emmett Donovan · 2 min · October 15, 2026

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07
Earnings

S&P 500 rises 0.3% Thursday as AI stocks recover from Asian losses

The S&P 500 rose 0.3% on Thursday, closing at 7,744.06 after erasing early morning losses. The index pulled closer to the all-time high set last week as markets stabilized following a shaky start to the trading day…

Bianca Ferro · 2 min · October 15, 2026

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08
Earnings

Max Muncy: Dodgers 'playing like s---' after 3-0 NLCS deficit

Max Muncy provided the Los Angeles Dodgers with their most damaging assessment of the team's current form on Wednesday, bluntly stating that the club is "playing like s---" while the Milwaukee Brewers are "playing…

Emmett Donovan · 2 min · October 15, 2026

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09
Earnings

British Airways flight returns to Gatwick after cracked window

British Airways Flight 2660 reversed course over France and landed back at London Gatwick Airport on Oct. 13, less than an hour after departing for Faro, Portugal. The diversion was triggered by a cracked window, a…

Farida Karam · 2 min · October 15, 2026

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10
Earnings

Oakmark Fund Cites AI Strength in Salesforce Q3 Contribution

Harris Oakmark's third-quarter 2026 investor letter identifies Salesforce, Inc. as a top contributor to the Oakmark Fund, attributing the stock's performance to investor confidence in its AI capabilities. The fund…

Cassandra Ilic · 2 min · October 15, 2026

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11
Earnings

AT&T raises 2026 buyback target to $10 billion

AT&T raised its 2026 share repurchase target to approximately $10 billion, up from a previous goal of $8 billion, during its second-quarter 2026 earnings call in July. The company stated that this increase pulls forward…

Bianca Ferro · 2 min · October 14, 2026

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12
Earnings

Netflix to cut 1,000 jobs in largest layoff round

Netflix is set to lay off approximately 1,000 employees, a move that raises questions about the scale of its cost-cutting efforts after earlier reports suggested smaller reductions. The streamer's co-CEOs, Ted Sarandos…

Bianca Ferro · 2 min · October 14, 2026

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13
Earnings

Enpro shares lag S&P 500 despite 12.2% EPS growth

Enpro (NYSE:NPO) shares have gained 9.1% over the last six months, trailing the S&P 500's 12% return over the same period. The industrial machinery supplier currently trades at $303.57 per share, a valuation that…

Theo Sandoval · 2 min · October 14, 2026

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14
Earnings

SPY's 33-Year Record Shows Recovery From Every Major Bear Market

The SPDR S&P 500 ETF, which launched on Jan. 22, 1993, has navigated three major bear markets since its inception as the first exchange-traded fund. As the fund approaches its 33rd year, its performance record…

Bianca Ferro · 2 min · October 14, 2026

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15
Earnings

Jim Cramer claims most of the market is in a bear market despite S&P 500 gains

Jim Cramer argues that most of the market is currently in a bear market or close to one, a claim that stands in contrast to the S&P 500 index's recent four-year bull run. The television host made the assessment on air…

Theo Sandoval · 2 min · October 14, 2026

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16
Earnings

UnitedHealth CFO Says 2027 Earnings Potential Exceeds Street Estimates

UnitedHealth Group CFO Wayne DeVeydt stated on the third-quarter earnings call that current analyst consensus for 2027 may understate the company's earnings opportunity, a claim that follows the stock's 17% rise this…

Bianca Ferro · 2 min · October 14, 2026

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17
Earnings

Patient Capital cites Meta, Google, and Amazon as top opportunities

Baltimore-based Patient Capital Management identifies Meta Platforms, Inc. (NASDAQ: META) as a key contributor to its third-quarter 2026 performance, arguing that the stock offers an attractive risk-reward profile…

Bianca Ferro · 2 min · October 14, 2026

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18
Earnings

Omnicell Raises 2026 Earnings Outlook Despite Memory Chip Cost Risks

Omnicell has raised its full-year 2026 non-GAAP earnings per share and EBITDA guidance following strong second-quarter results, though the company warns that rising memory chip costs and a younger installed base could…

Cassandra Ilic · 2 min · October 14, 2026

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19
Earnings

AT&T's low valuation masks heavy debt and shrinking legacy revenue

AT&T shares trade at 7.2 times earnings, a significant discount to the 22.3 times median for the S&P 500, while the stock has lost 8.8% over the past year against a 17.3% gain for the broader index. This divergence…

Emmett Donovan · 2 min · October 13, 2026

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20
Earnings

Knicks star Jalen Brunson calls flopping technical foul 'bulls---' as NBA refs enforce new emphasis

New York Knicks star Jalen Brunson was assessed a technical foul for flopping during a preseason game against the Minnesota Timberwolves, a call that highlights the league's new emphasis on curbing exaggerated…

Emmett Donovan · 2 min · October 13, 2026

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21
Earnings

ESPN producer says network is trying to stop Jason Kelce from using 'we' for Eagles

Longtime ESPN producer Jeff Dufine told the Philadelphia Inquirer that the network has tried to get the word 'we' out of broadcaster Jason Kelce after the former Philadelphia Eagles center repeatedly referred to his old…

Farida Karam · 2 min · October 13, 2026

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22
Earnings

Frontdoor stock rises 19.4% as buybacks outpace slowing sales growth

Frontdoor stock returned 19.4% over the past twelve months, outpacing the 17.3% return for the S&P 500, as the company continued to shrink its share count while sales growth decelerated. The home warranty provider has…

Farida Karam · 2 min · October 13, 2026

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23
Earnings

Equities Edge Down as Banks Report Mixed Earnings

US benchmark equity indexes were mostly lower intraday Tuesday as Wall Street digested the first wave of major bank earnings, with Wells Fargo (WFC) reporting third-quarter revenue that fell short of market projections…

Bianca Ferro · 2 min · October 13, 2026

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24
Earnings

Dietitians recommend specific foods to support immunity during flu season

As flu season heightens, registered dietitians advise prioritizing a balanced diet of nutrient-dense foods to support the immune system. The immune system is directly connected to the gut, meaning that consuming the…

Farida Karam · 2 min · October 13, 2026

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25
Earnings

StockStory advises against QuidelOrtho despite 17.3% share decline

QuidelOrtho stock (QDEL) has fallen 17.3% over the past six months to $13.31, significantly underperforming the S&P 500's 12.8% gain during the same period. Analysts at StockStory advise investors to avoid the stock…

Bianca Ferro · 2 min · October 12, 2026

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26
Earnings

Patient Capital cites Precigen drug launch in Q3 2026 letter

Patient Capital Management, a Baltimore-based investment firm, highlighted Precigen Inc. in its third-quarter 2026 investor letter for the Patient Opportunity Equity Strategy, attributing the company's strong…

Theo Sandoval · 2 min · October 12, 2026

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27
Earnings

Patient Capital Cites UnitedHealth Early Earnings Recovery

Patient Capital Management, a Baltimore-based investment firm, identified UnitedHealth Group Incorporated as a key contributor to its third-quarter 2026 performance in its latest investor letter. The fund highlighted…

Theo Sandoval · 2 min · October 12, 2026

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28
Earnings

Nick Sirianni blames Eagles' Jaguars loss on short kickoff decision

Philadelphia Eagles head coach Nick Sirianni accepted full responsibility for the team's 23-17 loss to the Jacksonville Jaguars on Sunday, citing a specific tactical error in the final seconds of the game. The defeat…

Farida Karam · 2 min · October 11, 2026

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29
Earnings

Texas falls to Oklahoma in Red River Shootout loss

The No. 1 Texas Longhorns suffered their first loss of the season on Saturday, falling 27-24 to unranked Oklahoma in the Red River Shootout. The defeat marks a significant setback for a team that had been close to…

Emmett Donovan · 2 min · October 11, 2026

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30
Earnings

OpenAI revenue outlook and Delta earnings drive market moves

U.S. stock futures edged higher on Friday as investors weighed conflicting reports on OpenAI's financial trajectory against Delta Air Lines' upcoming earnings release. The market is currently digesting a Financial Times…

Cassandra Ilic · 2 min · October 10, 2026

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31
Earnings

American Eagle shares rise 23.7% on tariff refunds and Aerie growth

American Eagle Outfitters (AEO) shares have climbed approximately 23.7% in the month following its latest earnings report, outperforming the S&P 500. This surge follows a fiscal second-quarter 2026 performance in which…

Theo Sandoval · 2 min · October 10, 2026

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32
Earnings

Chewy shares drop 10.3% since Q2 earnings report

Chewy (CHWY) shares have declined approximately 10.3% in the month following the company's latest earnings report, underperforming the S&P 500. The drop raises questions about whether the recent negative trend will…

Theo Sandoval · 2 min · October 10, 2026

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33
Earnings

Apple's final Cook quarter revenue tops entire fiscal 2011 sales

Apple (AAPL) generated $109.4 billion in revenue for the fiscal third quarter ended June 27, a figure that exceeds the $108.2 billion the company booked for all of fiscal 2011. Tim Cook, who retired from the CEO role to…

Emmett Donovan · 2 min · October 10, 2026

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34
Earnings

Mar Vista cites Iran conflict in GE Aerospace aftermarket sell-off

Mar Vista Investment Partners, LLC reported that a broad sell-off in commercial aerospace aftermarket companies weighed on GE Aerospace (NYSE: GE) during the third quarter of 2026. The investment management firm…

Cassandra Ilic · 2 min · October 10, 2026

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35
Earnings

AST SpaceMobile Needs 45 Satellites By Early 2027 To Start Commercial Service

AST SpaceMobile (ASTS) reported that 13 BlueBird satellites are currently in orbit, a figure management considers insufficient to begin commercial operations. The company stated on its fiscal Q2 2026 earnings call on…

Bianca Ferro · 2 min · October 10, 2026

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36
Earnings

Eli Lilly shifts focus from manufacturing to new drug launches

Eli Lilly has moved its strategic emphasis from manufacturing capacity to new product launches and acquisitions, a shift that redefines the key metrics for investors evaluating the stock. The company trades at 38.7…

Farida Karam · 2 min · October 7, 2026

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37
Earnings

Evercore Sees Amazon as Most Undervalued AI Play With $355 Target

Ever ISI analyst Mark Mahaney identifies Amazon as the most undervalued artificial intelligence investment for 2027 and beyond, setting a price target of $355. This valuation stands in contrast to the stock's current…

Cassandra Ilic · 2 min · October 7, 2026

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38
Earnings

Texas Instruments stock lags S&P 500 despite higher earnings forecast

Texas Investors (TXN) stock has trailed the broader market since management issued a higher-than-expected forecast for the third quarter of 2026, even though the shares remain in an uptrend relative to their own recent…

Emmett Donovan · 2 min · October 6, 2026

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39
Earnings

U.S. stock futures inch up after Nasdaq hits record on reduced Fed hike bets

U.S. stock futures edged higher in Asian trading on Tuesday after the Nasdaq Composite closed at a record high on Monday, driven by a sharp reduction in market expectations for a Federal Reserve interest-rate hike this…

Farida Karam · 2 min · October 6, 2026

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40
Earnings

Donnelley Financial Solutions Stock Lags S&P 500 Amid Revenue Declines

Donnelley Financial Solutions stock has declined by 4.5% over the past six months, settling at $46.55 per share. This performance trails the S&P 500 index, which posted a 15.9% gain during the same period. StockStory…

Cassandra Ilic · 2 min · October 6, 2026

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41
Earnings

Buy ratings on S&P 500 stocks hit record high at 60 percent

Wall Street analysts have assigned Buy ratings to 60 percent of S&P 500 stocks, a level that FactSet data identifies as the highest on record. This surge in bullish positioning occurs as the market prepares for the…

Farida Karam · 2 min · October 5, 2026

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42
Earnings

Kelly Services Drives Palm Valley Fund Returns Amid Staffing Sector Volume Surge

Palm Valley Capital Management reported that its fund gained 1.61% in the third quarter of 2026, a performance that outpaced the S&P SmallCap 600 Index, which fell 7.93%, and the Morningstar Small Cap Total Return…

Cassandra Ilic · 2 min · October 5, 2026

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43
Earnings

Five Stocks Show Price Strength After Mixed September Market Close

Vince Holding Corp., Vera Bradley Inc., American Outdoor Brands Inc., Nutex Health Inc. and Forum Energy Technologies Inc. displayed recent price strength following a mixed September for U.S. equities. While the S&P 500…

Theo Sandoval · 2 min · October 5, 2026

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44
Earnings

Deonte Banks' 98-yard pick-six lifts Giants to NFC East lead

Deonte Banks' 98-yard interception return on the final play of the game secured a 36-24 victory for the New York Giants, handing the team sole possession of first place in the NFC East. The defensive stop at the Giants'…

Cassandra Ilic · 2 min · October 4, 2026

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45
Earnings

Kelsey Mitchell's WNBA salary jumps to $1.4 million amid Caitlin Clark attention

Indiana Fever guard Kelsey Mitchell described the intense scrutiny that accompanies playing alongside Caitlin Clark, while her compensation has risen sharply to reflect the league's growing viewership. Mitchell spoke at…

Farida Karam · 2 min · October 4, 2026

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46
Earnings

AT&T shares lag industry amid debt and competitive pressure

AT&T Inc. shares have fallen 13.9% over the past six months, a decline that contrasts sharply with the Wireless National industry's 104.6% growth during the same period. This underperformance, which also lags the Zacks…

Emmett Donovan · 2 min · October 4, 2026

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47
Earnings

Phil Collins regrets marriages falling apart amid career demands

Phil Collins has stated that he regrets the dissolution of his three marriages, attributing the breakdowns largely to the demands of his touring career. Speaking on the podcast "Piers Morgan Uncensored," the 75-year-old…

Cassandra Ilic · 2 min · October 4, 2026

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48
Earnings

Occidental Petroleum Shares Lag S&P 500 Despite Strong Cash Flow

Occidental Petroleum shares are trading at $55.30, a level that reflects an 11.1% loss over the past six months. This performance lags significantly behind the S&P 500, which gained 16.6% during the same period, raising…

Theo Sandoval · 2 min · October 3, 2026

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49
Earnings

Dan Fouts says Chargers offense lacks confidence amid 0-3 start

Pro Football Hall of Famer Dan Fouts says the Los Angeles Chargers offense is struggling with a lack of confidence as the team faces a 0-3 start. With 14 games remaining in the season, Fouts told OutKick that the unit…

Theo Sandoval · 2 min · October 2, 2026

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50
Earnings

StockStory flags Palantir for growth while cautioning on Qualys and Procore

StockStory has identified Palantir Technologies (NASDAQ:PLTR) as a software stock poised to generate sustainable market-beating returns, while identifying Qualys (NASDAQ:QLYS) and Procore Technologies (NYSE:PCOR) as…

Farida Karam · 2 min · October 2, 2026

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51
Earnings

GE Aerospace Pivots Focus to Engine Fleet Amid Margin Pressure

GE Aerospace management has altered its primary pitch to investors, shifting emphasis from the profitability of its services division to the scale of its engine fleet. The company's stock trades at 36.2 times earnings…

Cassandra Ilic · 2 min · October 2, 2026

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52
Earnings

Tenet Healthcare stock valuation questioned after strong earnings growth

Tenet Healthcare (NYSE:THC) shares are trading at $255.62, reflecting a 271% return for shareholders since October 2021. This performance has significantly outpaced the S&P 500, which gained 76% over the same period…

Bianca Ferro · 2 min · October 1, 2026

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53
Earnings

October Earnings From AI Giants Could Reshape Market Trajectory

Investors have navigated September, historically the worst month for stock market returns, with the S&P 500 posting a modest gain of less than 1%. While September is the only month that averages a negative return for…

Cassandra Ilic · 2 min · October 1, 2026

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54
Earnings

Dwayne Johnson honors AEW star Pac following death at 40

Dwayne Johnson posted a tribute to Benjamin Satterley and his family after the professional wrestler died on Sunday at the age of 40. Satterley, known in the ring as Pac, had previously competed in WWE as Adrian Neville…

Farida Karam · 2 min · October 1, 2026

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55
Earnings

Nasdaq futures surge 1.2% as Micron beats earnings estimates

U.S. stock index futures climbed early Thursday, with Nasdaq 100 futures leading a broad rally after Micron Technology Inc posted fiscal fourth-quarter results that exceeded expectations. The memory chipmaker's…

Emmett Donovan · 2 min · October 1, 2026

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56
Earnings

Micron beats estimates as AI data center revenue surges

Micron Technology reported adjusted revenue for its fiscal fourth quarter, exceeding the street estimate of roughly $52 billion. The Boise-based memory maker posted a year-over-year growth rate of about 370%, a figure…

Farida Karam · 2 min · October 1, 2026

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57
Earnings

Dennis Haskins, 'Saved by the Bell' star, dies at 75

Dennis Haskins, the actor widely recognized for portraying Principal Richard Belding on the sitcom "Saved by the Bell," has died at the age of 75. His representative confirmed the news to Fox News Digital, noting that…

Cassandra Ilic · 2 min · September 29, 2026

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58
Earnings

OpenAI annual recurring revenue nears $70 billion

OpenAI's annual recurring revenue is approaching $70 billion, driven by enterprise sales that more than doubled since July, according to sources familiar with the financials. This rapid expansion positions the company…

Theo Sandoval · 2 min · September 29, 2026

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59
Earnings

New Orleans Saints favored to cover spread against Las Vegas Raiders

The New Orleans Saints are positioned to beat the Las Vegas Raiders and cover the three-point spread in NFL Week 3, a prediction based on the Raiders' inconsistent offensive performance and the Saints' late-game scoring…

Emmett Donovan · 2 min · September 27, 2026

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60
Earnings

Haleon Targets GLP-1 Users for U.S. Growth via CVS Shelf Space

Haleon plc (NYSE: HLN) is leveraging the expanding U.S. population using GLP-1 weight-loss drugs, such as Wegovy and Zepbound, to drive incremental revenue. According to Reuters, the company places products addressing…

Bianca Ferro · 2 min · September 27, 2026

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61
Earnings

Luceco lifts full-year profit outlook as energy-transition sales double

Luceco plc raised its full-year adjusted operating profit outlook to exceed market expectations, citing a 13.4% increase in first-half revenue to £142.6 million. The growth was driven largely by energy-transition…

Bianca Ferro · 2 min · September 27, 2026

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62
Earnings

Cramer Prefers Brinker Over Darden Ahead of September 24 Report

Jim Cramer stated on the September 18 episode of Mad Money that he prefers Brinker International, Inc. (NYSE: EAT) over Darden Restaurants, Inc. (NYSE: DRI) as Darden prepares to report its latest quarterly results on…

Cassandra Ilic · 2 min · September 27, 2026

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63
Earnings

Carnival Corp Stock Trades at Discount Ahead of Earnings

Carnival Corporation (CCL) shares closed at $22.31 on Monday, September 21, trading near a six-month low as the company prepares to release third-quarter earnings next Tuesday before the market opens. The stock's…

Cassandra Ilic · 2 min · September 27, 2026

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64
Earnings

Sarkisian and Rowe conduct smooth pregame chat after viral Ohio State incident

Texas head coach Steve Sarkisian and ESPN reporter Holly Rowe completed a pregame interview at Neyland Stadium that proceeded without the disruption of their previous encounter. The exchange took place before the…

Theo Sandoval · 2 min · September 26, 2026

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65
Earnings

Giants tickets drop to $14 as Dart injury and storm hit demand

Tickets for the New York Giants game against the Tennessee Titans have fallen to as low as $14 on Stubhub, a sharp decline driven by a combination of an impending nor'easter, the season-ending injury to quarterback…

Theo Sandoval · 2 min · September 26, 2026

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66
Earnings

Pinterest Launches Visual Search Ads to Target Commercial Buyers

Pinterest, Inc. (NYSE: PINS) is testing a new ad format that targets users actively shopping, raising the question of whether this tool will drive net new revenue or simply shift existing budgets. The company announced…

Emmett Donovan · 2 min · September 26, 2026

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67
Earnings

Casey's beats estimates, but Wall Street cuts targets on fuel margin concerns

Casey's General Stores, Inc. (NASDAQ:CASY) reported a 27.7% jump in fiscal 2027 first-quarter earnings per share and maintained its full-year guidance, yet the stock fell after the release. The market reaction…

Emmett Donovan · 2 min · September 26, 2026

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68
Earnings

Micron faces revenue shift as Nvidia product ramp timing debated

Micron investors may face a volatile period because the timing of an Nvidia product ramp could push estimated revenue into next year rather than this year. An analyst described the situation as a balancing act…

Bianca Ferro · 2 min · September 25, 2026

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69
Earnings

AutoZone posts 5.6% sales jump, but shares remain down 30% for the year

AutoZone, Inc. (NYSE:AZO) reported fourth-quarter net sales of $6.6 billion, a 5.6% increase year-over-year, yet the stock closed 3.26% higher on September 22 while still trading nearly 30% below its level from a year…

Theo Sandoval · 2 min · September 25, 2026

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70
Earnings

Meta pivots to privacy-first AI strategy with Muse assistant

Meta is positioning privacy protections as a core feature of its new AI assistant, Muse, signaling a departure from its historical reliance on extensive user data collection. The move addresses a critical hurdle in the…

Bianca Ferro · 2 min · September 25, 2026

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71
Earnings

Four insurers fund dividends via record underwriting and investment gains

Travelers, Chubb, Aflac, and Allstate are generating dividend coverage through a dual engine of profitable underwriting and rising investment income. For income-focused investors, the durability of these payouts depends…

Farida Karam · 2 min · September 25, 2026

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72
Earnings

Ole Miss students identified as narcotics task force investigates deaths

The University of Mississippi has identified two students found dead under suspicious circumstances, prompting a joint investigation by the Lafayette County Coroner's Office and a narcotics task force. Authorities have…

Theo Sandoval · 2 min · September 24, 2026

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73
Earnings

Lee Brice criticizes NIL rules and pro players returning to college football

Country music star Lee Brice, a former scholarship player for the Clemson Tigers, has publicly criticized the current state of college football, citing issues with Name, Image, and Likeness (NIL) rules and the prospect…

Farida Karam · 2 min · September 24, 2026

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74
Earnings

Kelce's 101 yards revive Chiefs offense as Swift moment dominates

The case for Travis Kelce returning to his peak form is strong, but the risk is that a viral moment involving his wife, Taylor Swift, is currently overshadowing the on-field evidence. Swift's reaction to Kelce's…

Emmett Donovan · 2 min · September 23, 2026

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75
Earnings

AI shifts entry-level work, raising leadership pipeline concerns

The case for a growing leadership gap is strong, but the risk is that companies are misdiagnosing the cause. New research from Talogy suggests that as artificial intelligence absorbs entry-level tasks, the natural…

Theo Sandoval · 2 min · September 23, 2026

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76
Earnings

Roundtable files 8-K projecting 102 million in 2027 revenue

The case for Roundtable (Nasdaq: RTB) rests on a specific 2027 projection filed in a Form 8-K: $102 million in revenue and positive adjusted EBITDA. The complication is that this forecast is pro forma for the recently…

Farida Karam · 2 min · September 23, 2026

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77
Earnings

ACG Acquisition Lifts Gediktepe NPV to $1.2B, Targets Year-End Ramp

The case for ACG Acquisition Company Limited rests on a $1.2 billion net present value estimate for its Gediktepe mine, but the risk is a $200 million Nordic bond carrying a 14.7% coupon that management must refinance…

Farida Karam · 2 min · September 23, 2026

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78
Earnings

Eisman warns AI revenue hinges on two labs

Steve Eisman argues the artificial intelligence trade rests on a dangerous concentration of demand, a claim complicated by the massive scale of current hyperscaler spending. The former short-seller, known for betting…

Cassandra Ilic · 2 min · September 23, 2026

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79
Earnings

Deion Sanders dismisses players after Colorado locker room incident

The claim is that Deion Sanders has finally broken the cycle of complacency at Colorado, but the complication is that the Buffaloes are already 2-1 and facing a Baylor game this weekend. The tension lies in whether…

Farida Karam · 2 min · September 22, 2026

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80
Earnings

Dart's stoic exit contrasts with Williams' carted injury

Two franchise quarterbacks sustained lower-body injuries in Week 2, yet their exits from the field could not be more different. The case for comparing the two players rests on the timing, but the risk is that the visual…

Emmett Donovan · 2 min · September 22, 2026

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81
Earnings

Giants face knee injury uncertainty after Rams rout

The New York Giants arrived in Los Angeles with high expectations following a win over the Dallas Cowboys, but those hopes collapsed on Monday Night Football after quarterback Jaxson Dart suffered a knee injury. The…

Emmett Donovan · 2 min · September 22, 2026

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82
Earnings

Goldman sees S&P 500 earnings growth slowing to 11% by 2028

Corporate earnings are expanding at a pace that significantly outstrips the broader economy, a divergence that has fueled persistent bubble concerns among investors. The case for caution rests on the premise that such…

Cassandra Ilic · 2 min · September 21, 2026

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83
Earnings

Kelce's first 2026 touchdown highlights Chiefs' 31-10 win

Travis Kelce scored his first touchdown of the 2026 season in the first quarter against the Indianapolis Colts, a moment that complicated the narrative of his age. At 36, the veteran tight end is no longer the primary…

Bianca Ferro · 2 min · September 21, 2026

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84
Earnings

Upexi closes fiscal 2026 with $246 million loss and a bet on the Solana turn

The case for Upexi (UPXI) depends almost entirely on a token it does not set the price of. The company reported a fiscal year 2026 net loss of $246.1 million, or $3.87 per share, anchored by $195.1 million in unrealized…

Theo Sandoval · 2 min · September 19, 2026

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85
Earnings

Carson Wentz starts for Minnesota Vikings against Chicago Bears as Kyler Murray remains in concussion protocol

Carson Wentz will start at quarterback for the Minnesota Vikings on Sunday against the Chicago Bears, with Kyler Murray still working through the concussion protocol after taking a hit in last week's opener against the…

Bianca Ferro · 2 min · September 19, 2026

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86
Earnings

Tony Vitello sends a message to Cardinals fans as Giants take the series

The San Francisco Giants won a series from the St. Louis Cardinals, and their manager Tony Vitello did not let the result speak for itself. He sent a message directly to Cardinals fans after the Giants took it. The…

Emmett Donovan · 2 min · September 18, 2026

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87
Earnings

RFK Jr. Names Eight Members to the US Preventive Services Task Force After Over a Year of Paralysis

The US Preventive Services Task Force has seats filled for the first time in over a year. Health Secretary Robert F. Kennedy Jr., who had deliberately sidelined the 16-person federal panel by canceling its meetings and…

Bianca Ferro · 2 min · September 18, 2026

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88
Earnings

Fed's first rate hike in three years lands unanimous, but the guidance tells a different story

The Federal Reserve raised interest rates for the first time in three years, and the Federal Open Market Committee vote to do so was unanimous. The complication is that unanimity stopped there. Forward guidance

Farida Karam · 2 min · September 17, 2026

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89
Earnings

Real REMAX Group's unit economics tell one story, its income statement tells another

Real REMAX Group (NASDAQ:REAX) has scaled revenue from $122 million in 2021 to $2 billion in 2025 while building an agent network that now exceeds 36,000, a pace the company says represents more than 26% year-over-year…

Bianca Ferro · 2 min · September 16, 2026

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90
Earnings

J.B. Hunt stock drops more than 10% after earnings warning

J.B. Hunt shares fell more than 10% Wednesday, after the company warned that third-quarter earnings would come in between 5% and 10% lower. The stock's decline is steeper than the guidance range it is responding to, and…

Cassandra Ilic · 2 min · September 16, 2026

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91
Earnings

American Battery Technology posts first adjusted profit as black mass export ban clouds the read-through

Revenue at American Battery Technology Company (ABAT) rose more than 400% to $21.7 million in fiscal 2026, and the company recorded an adjusted gross profit of $1.7 million, its first ever, against a $6.2 million loss…

Farida Karam · 2 min · September 16, 2026

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92
Earnings

Zumiez (ZUMZ) cuts full-year margin guidance after a weak Q2, with shares trading near a 52-week low

The selloff in Zumiez Inc. (NASDAQ: ZUMZ) looks rational on the surface: the company missed estimates, widened its net loss, and walked back its full-year margin target when it reported second-quarter fiscal 2026…

Emmett Donovan · 2 min · September 16, 2026

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93
Earnings

Earnings have bought equities time. Rising yields may come to collect.

The case for stocks surviving rising Treasury yields has rested on strong earnings growth, which has so far cushioned the pressure that climbing bond rates put on equity valuations. The mar

Farida Karam · 2 min · September 15, 2026

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94
Earnings

Steve Sarkisian's terse sideline exchange divides the internet after Texas stuns Ohio State 24-23

Texas Longhorns head coach Steve Sarkisian watched his team erase a 23-3 third-quarter deficit to beat Ohio State 24-23 on Saturday. The comeback was the story. What divided the internet was Sarkisian's postgame…

Farida Karam · 2 min · September 13, 2026

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95
Earnings

Texas Longhorns enter Ohio State rematch as favorites, carrying a seven-point scar

The case for Texas starts with a seven-point defeat in Columbus last season and ends with a home game, a sharper Arch Manning, and an Ohio State defense that has shed key personnel since that meeting. What complicates…

Farida Karam · 2 min · September 13, 2026

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96
Earnings

Adobe lifts full-year guidance after a Q3 beat, but a 39% drop in new ARR clouds the recovery case

Adobe (NASDAQ: ADBE) delivered fiscal third-quarter revenue of $6.76 billion, a 13% year-over-year gain that cleared the company's own forecast range of $6.67 billion to $6.72 billion, and lifted its full-year outlook

Emmett Donovan · 2 min · September 12, 2026

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97
Earnings

BRP (DOO) raises full-year guidance after a tariff-hit loss quarter

BRP Inc. (NASDAQ: DOO) posted a normalized diluted loss of $0.18 a share in its second quarter, reported September 3, against a $0.92 profit in the same period a year earlier. Revenue still climbed 18.5% year over year…

Emmett Donovan · 2 min · September 12, 2026

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98
Earnings

Smith & Wesson's profit swing has a $2.9 million footnote

Smith & Wesson Brands (NASDAQ: SWBI) turned a year-ago quarterly loss into $0.06 in GAAP earnings per share on September 3, with net sales of $112.6 million running 32.3% above a year earlier. The case for a real…

Bianca Ferro · 2 min · September 12, 2026

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99
Earnings

CEA Industries holds $302 million in BNB as buyback signals confidence in its own equity

The dominant figure in CEA Industries Inc.'s first-quarter fiscal 2027 report is a crypto position, and that is where the tension begins. The company holds 515,544 BNB tokens with a fair value of approximately $302.3…

Theo Sandoval · 2 min · September 11, 2026

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100
Earnings

MoneyHero revenue falls 13% in Q3 2026 as cash-reward accounting obscures margin gains

MoneyHero Limited posted a 13% year-over-year revenue decline for Q3 2026, a headline that looks worse than what the operating numbers support. Management attributed the drop almost entirely to a strategic shift toward…

Cassandra Ilic · 2 min · September 11, 2026

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101
Earnings

Oracle's 7% session gain is an infrastructure story the headline number obscures

Oracle's 30% revenue growth generated a 7% stock move, and the print reads as a broad beat on first look. The tension is that the case for the re-rating sits almost entirely on a single segment: cloud infrastructure…

Bianca Ferro · 2 min · September 11, 2026

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102
Earnings

Miami's 77-7 demolition of Florida A&M puts the FBS-FCS paycheck model on trial

The No. 7 Miami Hurricanes beat Florida A&M 77-7 on Thursday night in a home-opener so lopsided that both coaching staffs agreed before the fourth quarter to shorten the remaining play. The result was never in question…

Emmett Donovan · 2 min · September 11, 2026

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103
Earnings

1-800-Flowers.com posts wider Q4 loss and guides fiscal 2027 EBITDA well short of analyst expectations

The case for 1-800-Flowers.com (NASDAQ:FLWS) rests on a transformation story. What complicates it is that the unit economics behind that story deteriorated across every major segment in the fiscal fourth quarter…

Bianca Ferro · 2 min · September 10, 2026

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104
Earnings

Intel retreats 6% after a 188% run as rising yields reprice the chip sector

Intel (NASDAQ: INTC) shed 6% to $99.67 in early Thursday trading, giving back part of a 188% year-to-date advance on no new company-specific catalyst. The tension worth watching: the unit economics behind that run…

Bianca Ferro · 2 min · September 10, 2026

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105
Earnings

Vince Posts Revenue Gain but Net Income Falls as Tariff Refunds Inflate the Headline

Net sales at Vince climbed 11.7 percent to $81.8 million in the three months ended Aug. 1, and the company raised its full-year sales and earnings-per-share outlook. The headline adjusted operating income figure, $16.4…

Emmett Donovan · 2 min · September 10, 2026

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106
Earnings

Ben Shelton beats Alcaraz to set up the American men's tennis semifinal 23 years in the making

Ben Shelton finished off Carlos Alcaraz at 3:33 a.m. Wednesday morning in the latest match in U.S. Open history, completing a draw already cleared of its heavyweights: Jannik Sinner had withdrawn pre-tournament with a…

Bianca Ferro · 2 min · September 9, 2026

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107
Earnings

OpenAI's new board appointment comes with a warning the company may not want to hear

A governance move that reads as a credibility play carries an embedded contradiction. Paul Christiano, a top US official named to OpenAI's non-profit board, has warned that advanced artificial intelligence

Bianca Ferro · 2 min · September 9, 2026

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108
Earnings

Naomi Osaka's US Open fashion rebuttal and the Iverson problem

The stated position is indifference to the critics. Naomi Osaka made that clear on Instagram Threads after losing to Elena Rybakina in the fourth round of the 2026 U.S. Open. What complicates the position: she was moved…

Emmett Donovan · 2 min · September 9, 2026

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109
Earnings

Elly De La Cruz fires 105.3 mph relay throw to nail Hernández at home, second fastest in Statcast history

Elly De La Cruz delivered a 105.3 mph relay throw to cut down Teoscar Hernández at the plate Tuesday at Dodger Stadium, the second-fastest outfield throw resulting in an assist since Statcast began tracking in 2015. The…

Emmett Donovan · 2 min · September 9, 2026

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110
Earnings

Memory's moment: the case for Micron in a $1.5 trillion chip cycle

The semiconductor industry is projected to reach $1.5 trillion in revenue this year, with memory chips supplying the majority of that growth. Micron is the company at the center of this trade. What the projection doe

Theo Sandoval · 2 min · September 8, 2026

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111
Earnings

Nvidia's earnings test and the margin that matters

Nvidia is expected to report quarterly revenue of approximately $92 billion when it announces results Wednesday, roughly 100 percent above the same period a year ago, and above management's own guidance of $91 billion…

Farida Karam · 2 min · September 8, 2026

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112
Earnings

International grocery stores are pulling in $55.8 billion a year. Savings depend on what's in your cart.

International supermarkets and small grocery stores took in $55.8 billion in 2024, according to IBISWorld data reported by the Associated Press in August 2025, and the sector has grown roughly 3% annually since 2019…

Cassandra Ilic · 2 min · September 8, 2026

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113
Earnings

MiniMed posts 16% organic revenue growth in Q1 but margin optics cloud the read

The case for MiniMed (MMED) after its fiscal first-quarter print is straightforward: $843 million in revenue, 16% organic growth, and a product pipeline executing ahead of schedule. What complicates it is a 9.9%…

Bianca Ferro · 3 min · September 8, 2026

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114
Earnings

Jacobs Solutions Backlog Hits $28.9B as Guidance Rises for Third Straight Quarter

Jacobs Solutions (NYSE: J) closed its fiscal third quarter with a record $28.9 billion backlog, gross revenue up 34.5% year over year to $4.1 billion, and a third consecutive full-year guidance

Emmett Donovan · 2 min · September 8, 2026

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115
Earnings

Lamar Advertising raises full-year guidance as organic growth outpaces deal math

Lamar Advertising Company (NASDAQ: LAMR) posted second-quarter net revenues of $616.7 million on August 6, up 6.5% from $579.3 million a year earlier, and raised its full-year diluted adjusted funds from operations per…

Emmett Donovan · 2 min · September 8, 2026

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116
Earnings

The longevity industry's biggest promise may be its weakest claim

The case for high-end longevity interventions, peptides, cold plunges, high-tech wearables, has a unit-economics problem. Dr. Annu Navani, chief medical officer at Le Reve Wellness in San Jose, California, and founder…

Bianca Ferro · 2 min · September 8, 2026

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117
Earnings

Greg Abel's AI pivot puts Berkshire Hathaway's identity at stake

The case for Berkshire Hathaway (NYSE: BRKA, BRKB) under Greg Abel is simple: a CEO willing to treat artificial intelligence as a genuine growth opportunity could find value that Warren Buff

Emmett Donovan · 2 min · September 7, 2026

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118
Earnings

SoFi raised revenue guidance and the stock sold off. The market may have missed the point.

The best quarter in SoFi Technologies' (NASDAQ: SOFI) history produced a nearly 10% stock decline. Management raised its full-year revenue guidance and the stock fell anyway, though it has

Farida Karam · 2 min · September 7, 2026

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119
Earnings

Murphy USA second-quarter earnings jump on fuel margins, but guidance points to a softer second half

Murphy USA (NYSE: MUSA) earned $11.27 per diluted share in the second quarter, against $7.36 in the year-ago period, making the case that a network of gas stations and convenience stores can generate serious earnings…

Farida Karam · 2 min · September 6, 2026

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120
Earnings

High coffee intake linked to lower bone density in older women, Flinders University study finds

A study of nearly 10,000 older women has linked heavy coffee consumption to lower bone mineral density, a finding complicated by one detail: moderate intake carries no such penalty, and the same researchers found that…

Emmett Donovan · 2 min · September 5, 2026

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121
Earnings

Pentagon pulls testosterone screening guidance one day after publication, citing need for updates

The Pentagon published its clinical framework for mandatory testosterone screening on September 2 and withdrew it the following day, taking down an accompanying spokesperson statement with it. The official explanation…

Farida Karam · 2 min · September 5, 2026

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122
Earnings

Zegna's Direct Channel Win Hides a Messier Profit Story

First-half 2026 revenues at Ermenegildo Zegna Group (NYSE: ZGN) reached €987.3 million, growing 9.3% organically, with direct-to-consumer now making up 86% of branded revenue. Headline profit slid to €28.4 million from…

Cassandra Ilic · 2 min · September 5, 2026

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123
Earnings

USC's two-game attendance stretch hasn't answered the question it raised

USC football's crowd problem is real, and it isn't resolved yet. The No. 14-ranked Trojans drew another thin house for their Friday night home opener against the Fresno State Bulldogs at the Los Angeles Memorial…

Theo Sandoval · 2 min · September 5, 2026

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124
Earnings

Trent Thornton's dugout meltdown raises the stakes in a Cubs-Brewers series the Cubs are losing

Trent Thornton looked like a reliever who knew his line wasn't going to hold. After walking Joey Ortiz and surrendering singles to Cooper Pratt and Jackson Chourio in the fifth inning Wednesday night at Wrigley Field…

Bianca Ferro · 2 min · September 4, 2026

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125
Earnings

Lululemon falls 15% as earnings miss and sales slowdown deepen turnaround doubts

Lululemon's stock dropped 15% after the company reported another quarter of disappointing results alongside a weaker outlook. The headline number is bad enough. The harder question is whether the accompanying sales…

Farida Karam · 2 min · September 3, 2026

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126
Earnings

ChargePoint CEO calls 50% stock surge 'the beginning of the momentum'

A 50% stock rally can mean two very different things: a turnaround confirmed, or a move that prices in optimism before the proof is in. ChargePoint's chief executive is making the first argument, describing the surge as…

Farida Karam · 2 min · September 3, 2026

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127
Earnings

Campbell's shares drop 6% as fiscal 2027 guidance misses Wall Street by wide margin

Campbell's Company (NASDAQ: CPB) fell 6.2% on Thursday after the food manufacturer projected fiscal 2027 adjusted earnings per share of $1.65 to $1.80, a midpoint that sits 9% below the analyst consensus of $1.90. The…

Cassandra Ilic · 2 min · September 3, 2026

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128
Earnings

Nvidia stock rally tests a broader demand thesis

Nvidia's stock is climbing, and the thesis investors are buying is that AI hardware demand is widening past the handful of hyperscalers that have driven the trade. What complicates it is that the most concrete evidence…

Cassandra Ilic · 2 min · September 3, 2026

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129
Earnings

MiniMax's 280% Revenue Growth at Half the R&D Rate Puts AI Infrastructure Stocks on Defense

A private Chinese AI lab delivered numbers at a Goldman Sachs conference on Monday that complicate the most crowded trade in American equity markets. MiniMax co-founder Yeyi Yun said first-half revenue grew more than…

Bianca Ferro · 3 min · September 2, 2026

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130
Earnings

GameStop's revenue drop obscures a more complicated earnings picture

The revenue line is falling at GameStop. The income story is not, and that gap is the real development ahead of full second-quarter results due 8 September 2026. The company has projected net sales of $780m to $800m for…

Farida Karam · 2 min · September 1, 2026

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131
Earnings

Shopify Falls 4% as Profit Taking Follows 18% Monthly Run, eBay and Etsy Slip

Shopify (NASDAQ: SHOP) is down 4% to $147.24 in Monday midday trading, giving back gains after an 18% run over the past month. The tension in that setup: the August advance had genuine fundamentals behind it, and…

Emmett Donovan · 2 min · September 1, 2026

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132
Earnings

Blue Voice raises $6M for legal AI pitched as a Harvey for law enforcement

The Harvard Law dropout behind Blue Voice has raised $6 million in seed funding to build what the company calls a Harvey for police officers, an app that provides real-time legal and policy guidance

Emmett Donovan · 2 min · September 1, 2026

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133
Earnings

Blue Voice banks $6M to bring real-time legal guidance to police officers

A Harvard Law dropout has raised $6M for Blue Voice, an app that delivers real-time legal and policy guidance to police officers, with SignalFire and Las Olas VC leading the seed round. The case for the product is…

Bianca Ferro · 2 min · September 1, 2026

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134
Earnings

Kelly Osbourne says grief left her too unwell to absorb the scrutiny that followed Ozzy's death

The claim is simple enough: public body-shaming directed at Kelly Osbourne intensified after her father Ozzy Osbourne died, and she endured months of it before pushing back. What complicates the picture is the account…

Farida Karam · 2 min · August 31, 2026

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135
Earnings

Micron Technology's September Problem: Earnings Date Falls in the Market's Worst Month

Micron Technology (NASDAQ: MU) enters September with fiscal 2026 fourth-quarter results due on the 30th, and the month sets up as a contest between improving fundamentals and a seasonal pattern that has worked against…

Farida Karam · 2 min · August 31, 2026

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136
Earnings

Jim Cramer says Nvidia and Salesforce earnings dismantled two bear narratives

The bear cases had momentum. Then the earnings arrived. CNBC's Jim Cramer said strong results from Nvidia and Salesforce shattered two distinct narratives that had been weighing on both stocks. The case Cramer is mak

Farida Karam · 2 min · August 30, 2026

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137
Earnings

The AI earnings sweep that rebukes zero-sum thinking

The working assumption going into this earnings cycle was that the AI buildout would eventually start picking sides. Salesforce, CrowdStrike, and Nvidia each faced significant investor tests this week. All three crushed…

Farida Karam · 2 min · August 30, 2026

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138
Earnings

AI threat spending lifts Okta 20% and CrowdStrike 15% as cybersecurity demand accelerates

Okta's stock surged 20% and CrowdStrike's climbed 15%, a paired print that makes a direct case for AI as a structural driver of enterprise security budgets. The complication is that earnings tailwinds of this magnitude…

Cassandra Ilic · 2 min · August 27, 2026

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139
Earnings

Nvidia guides for 70% revenue growth, leads chip stock rally after earnings beat

Nvidia's premarket shares surged 7%, pulling chip stocks broadly higher after the company reported strong earnings and projected that revenue would rise 70% in the next fiscal year. The case for the rally writes itself…

Cassandra Ilic · 2 min · August 27, 2026

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140
Earnings

Dick's Sporting Goods falls nearly 15% after second-quarter miss

Dick's Sporting Goods tumbled nearly 15% on Tuesday after the retailer reported second fiscal quarter results that fell short of Wall Street expectations. The company described the footwear market as challenging. A…

Bianca Ferro · 2 min · August 26, 2026

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141
Earnings

Dick's Sporting Goods falls 30% after fiscal second-quarter miss

Dick's Sporting Goods stock fell 30% on Tuesday after the retailer reported fiscal second-quarter earnings that missed Wall Street expectations. The company pointed to what it called a "challenging" footwear market…

Farida Karam · 2 min · August 26, 2026

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142
Earnings

Tadalafil raises glaucoma risk by 22%, British Ophthalmology study finds

The case for tadalafil has long been clear: proven efficacy for erectile dysfunction and enlarged prostate symptoms, backed by decades of clinical use. A study now published in the British Journal of Ophthalmology…

Farida Karam · 2 min · August 23, 2026

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143
Earnings

Nvidia earnings, Kevin Warsh's Jackson Hole debut, and tariffs converge on a stock market rally that hasn't healed

The stock market rally took damage last week and recovered only partially by Friday, setting a fraught backdrop as Dow Jones futures, S&P 500 futures, and Nasdaq futures open Sunday evening into a week that stacks…

Cassandra Ilic · 2 min · August 23, 2026

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144
Earnings

Target's 3.8% comp gains look convincing. The valuation math is harder to argue.

Target (NYSE: TGT) posted same-store sales growth of 3.8% year-over-year and a 5.3% lift in total top-line revenue for the quarter ending in early August, its second consecutive strong print after a long string of…

Emmett Donovan · 2 min · August 23, 2026

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145
Earnings

Golar LNG orders a fourth FLNG unit as supply anxiety mounts over Qatar disruption

The case for Golar LNG (GLNG) as the default solution for stranded-gas monetization is harder to dismiss after Thursday's fourth-unit order announcement. The complication: a $2.45 billion capital commitment lands…

Emmett Donovan · 2 min · August 21, 2026

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146
Earnings

LSI Industries posts record fiscal 2026 sales as Royston margin drag sets up a tougher first half

LSI Industries (NASDAQ: LYTS) recorded full-year net sales of $689 million for fiscal 2026, a 20% gain from the prior year and a company record, while adjusted EBITDA climbed 28% to nearly $70 million. The complication…

Theo Sandoval · 3 min · August 21, 2026

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147
Earnings

Walmart drops on earnings miss as Merck's cancer vaccine divides analysts

Two stories are sitting on the tape Thursday, and neither resolves the way the surface read suggests. Walmart is selling off after reporting earnings that came in below expectations. Merck delivered what analysts are…

Farida Karam · 2 min · August 20, 2026

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148
Earnings

Alibaba shares volatile as AI spending triggers 75% net income collapse

Alibaba posted a 75% drop in net income for the June quarter, with AI spending as the stated driver. The company's U.S.-listed shares turned volatile in premarket trading on the news. The tension is straightforward…

Emmett Donovan · 2 min · August 20, 2026

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149
Earnings

California's billionaire tax push runs into a taxpayer exodus already in progress

California is heading toward a November ballot vote on a one-time 5% wealth tax targeting residents worth more than $1 billion, even as IRS data show the state is already losing taxpayers and income at significant…

Theo Sandoval · 2 min · August 16, 2026

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150
Earnings

Watson outperforms Sanders and Gabriel in Browns preseason return, but the competition sets a low floor

Deshaun Watson completed 11 of 15 passes in his first NFL appearance since suffering back-to-back Achilles tears in 2024 and early 2025, and Cleveland Browns head coach Todd Monken declared the performance high-level…

Bianca Ferro · 2 min · August 16, 2026

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151
Earnings

Cisco beats estimates and still loses the market

Cisco's quarterly results cleared both the earnings and revenue bar. The stock fell anyway. When a company tops every published estimate and still trades lower, the read-through is that the market had priced in…

Cassandra Ilic · 2 min · August 12, 2026

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152
Earnings

July CPI lands on target as CoreWeave signals booming Nvidia demand

The July Consumer Price Index came in line with forecasts, removing one source of uncertainty for markets. CoreWeave's earnings report added a different kind of signal on Wednesday: demand for Nvidia chips is booming…

Farida Karam · 2 min · August 12, 2026

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153
Earnings

Sonos FCC filing points to Ace Ultra headphones coming this fall

An FCC filing from Sonos, Inc. shows a new pair of wireless headphones is in development, carrying the model number S52A. A diagram submitted as part of the filing depicts what appears to be an ear cup, labeled "Sonos…

Theo Sandoval · 2 min · August 12, 2026

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154
Earnings

Indiana Fever claim Eastern Conference lead on Mitchell's 28 points as a third-quarter wobble raises the real question

Indiana Fever moved to the top of the WNBA Eastern Conference on Tuesday, beating the New York Liberty 106-92 for their seventh win in nine games. The case for Indiana as the conference's front-runner is now in the…

Farida Karam · 2 min · August 12, 2026

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155
Earnings

Treasury guidance opens Trump Accounts to pretax payroll contributions and employer matches

Pretax payroll contributions to a child's Trump Account are now within reach for parents, after the U.S. Department of the Treasury issued guidance that could also allow employers to match those contributions. The case…

Bianca Ferro · 2 min · August 11, 2026

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156
Earnings

DSA's wealth-tax vagueness hands critics a clean line of attack

Taxing the hell out of millionaires is the Democratic Socialists of America's stated goal. The movement's co-chair, Megan Romer, could not say at what rate when pressed on "The New Yorker Radio Hour" Friday, a gap that…

Farida Karam · 2 min · August 10, 2026

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157
Earnings

Airbnb credits AI for growth revival as earnings beat sends stock up 15%

Airbnb shares jumped 15% after an earnings beat, and CEO Brian Chesky pointed to artificial intelligence as the engine behind the improvement. The case for that reading is more interesting for the admission buried…

Bianca Ferro · 2 min · August 9, 2026

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158
Earnings

Prediction markets get their earnings moment

Earnings season has started producing something new for the buy-side: a recurring, company-reported lens on prediction markets. DraftKings and Flutter Entertainment are among the operators whose most recent quarterly…

Bianca Ferro · 2 min · August 9, 2026

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159
Earnings

Orion's Specialty Segment Posts Best Quarter Since 2022. Rubber Is the Problem.

The headline number from Orion's second quarter looks like progress. Adjusted EBITDA of $58 million was up 26% sequentially. The complication: that same figure is down 15% from a year earlier, and the business carrying…

Theo Sandoval · 2 min · August 9, 2026

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160
Earnings

RGC Resources narrows its 2026 earnings range as rate settlement falls short and LNG damage lingers

A rate case that settled $450,000 short of the ask and a 54-year-old liquefied natural gas tank with structural damage still awaiting repair assessment are the two facts that complicate an otherwise respectable…

Bianca Ferro · 3 min · August 7, 2026

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161
Earnings

Haynes King gives Carolina a 33-30 win and a legitimate quarterback storyline entering training camp

Haynes King scored on a 5-yard run on the final snap of the Hall of Fame Game to deliver the Carolina Panthers a 33-30 win over the Arizona Cardinals on Thursday night. The Georgia Tech product finished with 180 passing…

Emmett Donovan · 2 min · August 7, 2026

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162
Earnings

Natural GLP-1 alternatives are gaining traction. Efficacy is the harder question.

Alternatives to weight-loss drugs are attracting consumer interest at a pace that has moved the category from niche to mainstream-adjacent. That is the traction part. What stays unsettled is whether these products…

Theo Sandoval · 2 min · August 6, 2026

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163
Earnings

SpaceX makes the case that quarterly earnings miss the point

Quarterly reporting is, in theory, how capital markets stay honest. SpaceX, Elon Musk's rocket maker, is making the argument that the mechanism fails companies whose decisions play out over years. The complication: this…

Theo Sandoval · 2 min · August 6, 2026

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164
Earnings

Disney tops estimates as parks and streaming grow, but consumer uncertainty hangs over the beat

Disney topped Wall Street estimates in its latest earnings report, with domestic theme parks, cruises, and streaming each contributing to the result. The headline looks clean. What complicates it is the consumer…

Farida Karam · 2 min · August 5, 2026

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165
Earnings

Pfizer beats estimates and lifts guidance, but the Covid cut is the number that matters

Pfizer topped analyst estimates and raised the low end of its full-year revenue guidance, with Eliquis and the broader drug portfolio carrying the lift. The catch: the company simultaneousl

Bianca Ferro · 2 min · August 5, 2026

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166
Earnings

Polymarket seeks valuation above $20 billion in new fundraising talks

A prediction-market platform is in talks for a fundraising round at a valuation of more than $20 billion. That figure arrives with a single revenue data point behind it: Polymarket told CNBC in June that its annualized…

Farida Karam · 2 min · August 5, 2026

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167
Earnings

Wayfair stock surges more than 20% on strongest U.S. growth since 2020

A home-goods retailer that rode the pandemic wave and then spent years giving back those gains has posted its strongest U.S. growth since 2020. Wayfair shares surged more than 20% after the second-quarter results…

Farida Karam · 2 min · August 4, 2026

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168
Earnings

Palantir shares surge 27% as enterprise customers reject AI model dependency

A 27% single-session gain in Palantir shares followed second-quarter earnings the company described as "otherworldly" on the commercial side. The case for the move is specific: enterprise cus

Emmett Donovan · 2 min · August 4, 2026

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169
Earnings

Non-Covid products lift Pfizer above estimates, but Covid revenue forecast drops to $4 billion

Pfizer topped its quarterly earnings estimates and raised the low end of its full-year revenue guidance, with the l

Farida Karam · 2 min · August 4, 2026

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170
Earnings

Dombrowski's signal to Bryce Harper sets up the Phillies at the trade deadline

Philadelphia Phillies president Dave Dombrowski made an overt gesture of support to franchise slugger Bryce Harper immediately following a brutal loss, with the trade deadline approaching. That the gesture came after a…

Theo Sandoval · 2 min · August 3, 2026

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171
Earnings

Kevin Owens wins No. 1 contendership at SummerSlam, CM Punk title shot now in play

Kevin Owens returned to WWE after nearly 16 months out with a serious neck injury and immediately seized the No. 1 contendership for the Undisputed WWE Championship at SummerSlam Night 2 in Minneapolis. The case for his…

Emmett Donovan · 2 min · August 3, 2026

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172
Earnings

Jim Cramer names Amazon his top hyperscaler pick after second-quarter earnings

Jim Cramer's Sunday column placed Amazon first among the big four hyperscalers, a ranking he published after second-quarter earnings season concluded. The call is opinion-led and explicit: Amazon is his favorite of the…

Theo Sandoval · 2 min · August 2, 2026

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173
Earnings

Sony presses ahead with PlayStation disc phase-out despite consumer backlash

PlayStation discs will stop rolling off Sony's production lines as of January 2028, a decision the company is pressing ahead with despite openly acknowledging a consumer backlash. CFO Lin Tao, speaking through an…

Farida Karam · 2 min · August 1, 2026

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174
Earnings

AI stocks may have found a floor. Microsoft earnings and a hedge fund fire sale are building the case.

The case that AI stocks have bottomed is plausible, not proven. Microsoft's earnings moved the sector, and trading activity around a hedge fund's fire sale provided a second data point pointing the same direction. Both…

Emmett Donovan · 2 min · August 1, 2026

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175
Earnings

Microsoft's post-earnings surge ends the binary risk. Mike Khouw says the trade has not closed.

Microsoft (MSFT) shares surged following the company's fourth-quarter earnings, with record-setting appreciation wiping out the immediate binary event risk that had defined the stock's setup into results. Commentator…

Theo Sandoval · 2 min · July 31, 2026

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176
Earnings

Apple price target raised as analyst sees plenty of good despite memory crunch

A price target increase on Apple arrived alongside a frank admission: the quarter was good, but it was not great. Memory supply constraints hit both reported results and forward guidance

Bianca Ferro · 2 min · July 31, 2026

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177
Earnings

Jim Cramer reverses on Microsoft after a surprisingly good quarter

Jim Cramer has reversed his position on Microsoft following the company's Wednesday evening earnings report. The CNBC commentator had previously cooled on the stock, making Wednesday's shift more significant than a…

Theo Sandoval · 2 min · July 31, 2026

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178
Earnings

Reddit beats on earnings and guidance, shares drop 7% as search referrals turn choppy

The numbers were good. Reddit's second-quarter results beat on both revenue and earnings, and the company's forward revenue forecast came in above analyst expectations. The shares fell 7% anyway, as investors focused on…

Theo Sandoval · 2 min · July 31, 2026

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179
Earnings

The AI trade splits Big Tech: Microsoft gains as Meta's cash flow plunges

The premise that AI investment would lift all of Big Tech equally is getting its first real stress test. Microsoft's stock climbed around 8% after the company reported strong growth in Azure and its Copilot products…

Farida Karam · 2 min · July 30, 2026

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180
Earnings

Rolls-Royce raises guidance as defense and data center demand converge

Orders in Rolls-Royce's data center power business grew more than 50% in the first half of the year, prompting the British engineer to lift its financial guidance. The company now sits at the intersection of two of the…

Theo Sandoval · 2 min · July 30, 2026

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181
Earnings

OpenAI's July revenue run rate outpaces its entire second quarter, CFO tells staff

OpenAI's annualized revenue in July exceeded the company's total revenue for the whole of the second quarter, CFO Sarah Friar told employees. That is the kind of number that ordinarily gets put in a press release. The…

Bianca Ferro · 2 min · July 29, 2026

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182
Earnings

Meta shares tumble nearly 10% as guidance disappoints and cash generation falters

Meta's stock declined nearly 10% after the company issued a revenue forecast that missed expectations alongside reports of thinning free cash flow. The case against the stock writes itself from those two datapo

Bianca Ferro · 2 min · July 29, 2026

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183
Earnings

Seagate's June-quarter beat offers relief to the battered AI trade

The AI trade has been battered. A single storage maker's quarterly result will not change that. What Seagate's June-quarter earnings do, coming in ahead of Wall Street's expectations with the stock rallying after hours…

Farida Karam · 2 min · July 29, 2026

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184
Earnings

Ford lifts full-year guidance after Q2 beat, but the F-Series recovery still needs warehouse confirmation

Ford's raised guidance and second-quarter earnings beat make the surface case: better operations, resilient vehicle pricing, a product mix weighted toward its higher-margin vehicles. The F-Series, Ford says, is…

Emmett Donovan · 2 min · July 28, 2026

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185
Earnings

Coca-Cola stock has gained 19% this year, beating the S&P 500 ahead of earnings

Coca-Cola is heading into an earnings report under pressure of its own making. The stock has gained 19% year-to-date, outpacing the S&P 500, and that gap between a defensive consumer name and the index is exactly what…

Emmett Donovan · 2 min · July 28, 2026

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186
Earnings

UPS beats Q2 earnings and raises full-year outlook, complicating the slowdown case

Tuesday's second-quarter earnings report from UPS delivered a beat against Wall Street expectations and a raised full-year outlook, a combination that is harder to dismiss than a quarterly result alone. The claim is…

Theo Sandoval · 2 min · July 28, 2026

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187
Earnings

Vita Vea's trade request puts Tampa Bay's defensive identity at stake

A trade request filed the day before training camp is either leverage or a genuine rupture. For the Tampa Bay Buccaneers, Vita Vea's demand to be moved suggests it may be both: the two-time Pro Bowl nose tackle has told…

Bianca Ferro · 2 min · July 27, 2026

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188
Earnings

Jonquel Jones wins WNBA All-Star MVP as record crowd of 19,783 fills the United Center

Team Spoon's 129-122 win over Team Coop on Saturday gave the WNBA's 30th-season celebration its clearest headline: a record All-Star crowd of 19,783 at the United Center in Chicago. The complication is that the game's…

Theo Sandoval · 2 min · July 26, 2026

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