Nov 2, 2026 · Mon
Apple Held Up While Big Tech Bled. Tonight It Has to Prove Why.
Apple faces high expectations in Q4 earnings as new CEO John Ternus leads his debut call, with Wall Street watching iPhone demand and holiday guidance.
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Nov 1, 2026 · Sun
Big Tech Burned Billions in Cash. Chevron and Exxon Made $31 Billion.
Exxon and Chevron generated a record $31B in free cash flow, contrasting sharply with Big Tech's massive AI cash burn as energy stocks surge.
Oct 31, 2026 · Sat
Intel's Data Center Sales Jumped 78%. The Stock Just Had Its Worst Day Since 1974.
Intel plunged 28.6% in its worst session since 1974 after a weak Q4 forecast and cash-flow warning overshadowed a 78% surge in data center sales.
Oct 30, 2026 · Fri
Alphabet Lost $500 billion in a Day. Eli Lilly Jumped 6.6% and Hit a Record.
Eli Lilly shares soared to record highs on blockbuster Q3 earnings and raised guidance, while Alphabet shed $500B amid search fears and heavy AI spending.
Oct 29, 2026 · Thu
NXP Beat on Every Line and Added $5 Billion to Its Buyback. The Stock Opened Down 6% Anyway.
NXP Semiconductors beats Q3 earnings with record automotive revenue and a $5B buyback boost, despite a post-earnings dip on soft Q4 guidance.
Oct 28, 2026 · Wed
SoFi Just Had the Best Quarter in Its History. The Stock Is Still Down 37% This Year.
SoFi delivered a record Q3 with $1.4B in revenue, added 1.2M members, and raised guidance—sparking a 13% stock surge despite persistent interest rate pressure.
Oct 27, 2026 · Tue
Verizon Just Had Its Best Quarter in Years and Raised Guidance Again. The Stock Fell 3.5%.
Verizon posted record Q3 EBITDA and raised guidance, but shares slid 3.5%. Discover why a revenue miss and SpaceX's wireless threat rattled investors.
Oct 26, 2026 · Mon
Western Digital Beat Every Number and Fell. Seagate Reports Tuesday.
Seagate reports Q1 earnings on Oct 27 after rival Western Digital’s strong results. Discover what to watch for STX stock as AI demand meets cash-burn fears.
Oct 25, 2026 · Sun
Amazon Has $496 Billion in Cloud Orders It Can't Fill Yet. The Stock Is 13% Below Its High.
Amazon reports Q3 earnings with a $496B AWS backlog and a $220B capex plan. Can cloud growth justify its massive AI spending? Read the full preview.
Oct 24, 2026 · Sat
Texas Instruments' AI Business Nearly Doubled. The Stock Is Still 15% Below Its High.
Texas Instruments (NASDAQ: TXN) beat Q3 expectations with 28% revenue growth to $6.06B, driven by booming data center and industrial demand.
Showing 11 - 20 of 682 posts
Dylan Jovine
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With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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