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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.

1 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.

1 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?

1 min read

JPMWFCHOOD

earnings-spotlight

Amazon and Meta Are the Only Two Stocks Joseph Carlson Would Bet $200K On Right Now

Joseph Carlson is $100K+ deep in both META and AMZN. AWS AI revenue is growing 260x faster than AWS itself did at the same stage. Is retail finally right?

1 min read

AMZNMETA

earnings-spotlight

GS Crushed Earnings — So Why Is David Solomon Looking Like He Needs a Drink?

GS posted near-record revenue with equities trading up 27% and M&A fees up 89%. The numbers are great. The vibes? Not so much.

1 min read

GS

earnings-spotlight

Goldman and Citi Are About to Report Earnings While the World Is Literally on Fire

Goldman, Citi, and friends report Q1 earnings into a geopolitical storm that's sent oil up 6% overnight. Retail sentiment is... complicated.

1 min read

GSUSO

earnings-spotlight

SMH Bulls Are 70% Sure This V-Shape Is Real — Here's What Earnings Season Has to Say About That

Semis are ripping, the S&P is on a 7-day win streak, and retail traders are 70% bullish. But with yields at 5-6%+ and gas up $1.17/gallon, earnings season is about to do a lot of heavy lifting.

1 min read

SPY

earnings-spotlight

TSM, ASML, and NKE Head Into Earnings With the Macro World on Fire — Here's What Retail Is Betting On

TSM, ASML, and NKE are all reporting this week into a macro storm of record-low consumer sentiment, 3.3% CPI, and $100 oil. Retail is watching closely.

1 min read

TSMASMLNKEGS

earnings-spotlight

Marvell's Earnings Are Coming and Wall Street Is Screaming Buy While Quants Are Shrugging

43 Wall Street analysts say strong buy. Quant models say hold. MRVL's earnings are coming and nobody can agree on literally anything.

1 min read

MRVLCRWVAMZNGOOGL

earnings-spotlight

Delta's Fuel Bill Doubled and Carnival Just Had Its Best Day in a Year — Earnings Season Is Getting Weird

DAL beat Q1 estimates and CCL surged 11%, but fuel just went from 15% to 30% of airline revenue in one quarter. Retail is celebrating. The CFOs are not.

1 min read

DALCCLCVXSHW

earnings-spotlight

Earnings Season Just Got a Wild Card: Oil at $113 Means Every Q2 Guidance Call Is a Geopolitical Hostage Situation

Oil shock. Ceasefire drama. Medicare bumps. Somehow earnings season is still happening — and a few tickers are thriving despite the chaos.

1 min read

UNHHUMLEVIKMB

earnings-spotlight

Earnings Season Walks Into a War Zone: How $MU, $STX, and Energy Bulls Are Positioning Before Q2 Reports

War, oil shocks, and a Fed pivot walk into an earnings bar. Retail traders are betting on memory, energy, and a market that's 'spring-loaded.' Here's the positioning.

1 min read

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