Barron's Oct 19
Forget Tech. Energy Will Be The Big Winner This Earnings Season.: Energy companies have benefited from the Iran war, which has pushed up prices for gasoline and ...
barrons.com/articles/emergy-earnings-stock-exxon-872abee2
Paid articlePaywall Barron's Oct 20
Netflix Needs an Earnings Win to Turn the Stock Around: Netflix shares are down 26% this year. It is scheduled to report fiscal third-quarter results after the ...
barrons.com/articles/netflix-earnings-stock-price-856a48ad
Paid articlePaywall
JPMorgan makes bullish call in fixed income space, suggests it's a once in a generation opportunity
cnbc.com/2026/10/10/jpmorgan-sees-once-in-a-generation-opportunity-in-fixed-income-space.html
Broader S&P 500 set to outpace Mag 7 in earnings growth for first time since 2022
seekingalpha.com/news/4654346-broader-s-and-p-500-set-to-outpace-mag-7-in-earnings-growth-for-first-time-since-2022
Barron's Oct 15
Rocket Lab Stock Sinks. Why Its Neutron Launch Is Such a Big Deal.: Rocket Lab stock was dropping after it pushed backed the launch window for its larger rocket ...
barrons.com/articles/rocket-lab-stock-neutron-launch-792b11db
Paid articlePaywall
A record 72 S&P 500 companies issued third-quarter profit forecasts that topped Wall Street estimates, according to a FactSet report.
marketwatch.com/story/corporate-america-has-never-been-this-upbeat-about-future-profits-fbaf8cd9
6% Treasury Yield: Wall Street’s Iceberg Warning For Stocks - iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)
benzinga.com/markets/bonds/26/10/62323584/6-percent-treasury-yield-iceberg-warning-fund-managers-stocks-bonds
PepsiCo sees strong overseas demand but a lackluster North American performance in the third quarter
apnews.com/article/pepsico-fritolay-drinks-chips-third-quarter-prices-56f06d9d9e470785e094323869e6d695
Wall Street retreats from its record as stocks fall worldwide | The Asahi Shimbun: Breaking News, Japan News and Analysis
asahi.com/ajw/articles/16949398
SpaceX reportedly is looking to raise as much money as the company generates in revenue to buy Nvidia chips
marketwatch.com/story/spacex-reportedly-is-looking-to-raise-as-much-money-as-the-company-generates-in-revenue-to-buy-nvidia-chips-01ca6d82
Paid articlePaywall Asian stocks mostly fall back despite latest rally on Wall Street | The Asahi Shimbun: Breaking News, Japan News and Analysis
asahi.com/ajw/articles/16946734
Stock futures are little changed after S&P 500 hits fresh record: Live updates: The S&P 500 reached a new high Tuesday as tech stocks rallied.
cnbc.com/2026/10/06/stock-market-today-live-updates.html
Nasdaq At All-Time Highs: This Is Getting Ridiculous: Q3 earnings are near—FactSet boosts EPS growth to 29.5% as stocks hit ATHs despite weak breadth ...
seekingalpha.com/article/4952203-nasdaq-at-all-time-highs-this-is-getting-ridiculous
Paid articlePaywall
Goldman Sachs predicts what’s next for Q3 S&P 500 earnings per share: Goldman Sachs expects another strong S&P 500 earnings season as AI spending drives a ...
thestreet.com/investing/stocks/goldman-sachs-sp500-ai-earnings
Nasdaq Hits New Highs on AI Boom Optimism: Stock Market Today: It's a relatively quiet week for earnings and economic data, as markets focus on major themes such ...
kiplinger.com/investing/stocks/nasdaq-hits-new-highs-on-ai-boom-optimism-stock-market-today
Schneider Electric shares plunge on record $22.6bn PTC deal: French energy technology group Schneider Electric has signed a definitive agreement to acquire ...
euronews.com/2026/10/05/schneider-electric-shares-plunge-on-record-226bn-ptc-deal
Bond yields move relentlessly higher, as Wall Street wonders how much more tech stocks can take
marketwatch.com/story/bond-yields-move-relentlessly-higher-as-wall-street-wonders-how-much-more-tech-stocks-can-take-dd050c39
Paid articlePaywall
Nvidia & Co – so viel Luft ist noch: Analysten sehen für den S&P 500 ein Aufwärtspotenzial von 20,4 % bis September 2027, angeführt von Versorgern und zyklischen ...
deraktionaer.de/artikel/medien-ittk-technologie/nvidia-co-so-viel-luft-ist-noch-20410208.html
Rivian's vehicle deliveries rose 46% year over year in the third quarter: The electric vehicle maker delivered 19,248 vehicles from July through September ...
qz.com/rivian-vehicle-deliveries-q3-2026-100226
Accenture posts record one-day gain, up 22%, after Q4 beat: The consulting firm posted Q4 revenue of $18.68 billion and EPS of $3.29, both above analyst ...
qz.com/accenture-stock-earnings-beat-record-gain-100126
Costco posted a profit surge and beat earnings expectations, aided by a tariff refund
qz.com/costco-earnings-fourth-quarter-2026-tariff-refund-092526
Earnings Calendar and Analysis for This Week (October 19-23): Check out our earnings calendar for this week, as well as our previews and recaps of the more ...
kiplinger.com/investing/stocks/17494/next-week-earnings-calendar-stocks
AI is a Pandora’s box that some CEOs seem wary of opening — at least with investors
marketwatch.com/story/ai-is-a-pandoras-box-that-some-ceos-seem-wary-of-opening-at-least-with-investors-39eff0d2
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ASX set to advance, Wall Street steady; Solly Lew joins Myer board: Wall Street held near its record high in a relatively quiet day for markets worldwide.
smh.com.au/business/markets/asx-set-to-advance-wall-street-steady-oil-prices-slip-20260923-p60zna.html
Legendary investor Paul Tudor Jones sounds alarm on what happens to stocks over the next 10 years
star-telegram.com/news/business/article317301288.html
Lennar is slashing its home-delivery target for the second time as housing headwinds grind on
qz.com/lennar-home-delivery-target-cut-housing-headwinds-091726
Corporate profit forecasts are topping expectations to an unusual degree. AI is a big reason why.
marketwatch.com/story/corporate-profit-forecasts-are-topping-expectations-to-an-unusual-degree-ai-is-a-big-reason-why-50245409
Paid articlePaywall
Morgan Stanley's Mike Wilson warns stocks could fall within 30 days : Mike Wilson sees trouble ahead, but his advice is surprising.
miamiherald.com/news/business/article317216623.html
Oracle’s AI bet pays off as cloud momentum helps drive a rosier forecast: The company saw its backlog grow even more in the latest quarter
marketwatch.com/story/oracles-ai-bet-pays-off-as-cloud-momentum-helps-drive-a-rosier-forecast-cc41a4aa
Paid articlePaywall
OpenAI launches ChatGPT for Financial Services in bid to disrupt Wall Street with automated research, report decks
venturebeat.com/data/openai-launches-chatgpt-for-financial-services-with-integrated-data-sources-it-pulls-research-cites-it-and-builds-decks-in-minutes
Chewy Stock Gets Boost As Revenue Beats Estimates: Chewy stock climbed after the e-commerce hub for pet products published fiscal second-quarter results with a ...
investors.com/news/technology/chewy-stock-q2-2026-earnings-chwy-news/
S&P 500 could soar 30% by next year as US economy shifts, strategist says: Strategist James Thorne cautioned investors against "mistaking a changing
economic ...
businessinsider.com/stock-market-record-high-outlook-sp500-rally-us-economy-ai-2026-9
Target regains its footing under a new CEO and raises expectations for 2026: Target is reporting its second straight quarter of comparable sales gains ...
apnews.com/article/target-earnings-stores-sales-turnaround-5c868444a86dc9ba1ae6df01a6e74d2b
Wall Street banks are keeping astronomical price targets on SpaceX’s stock as it struggles to achieve post-IPO exit velocity
marketwatch.com/story/wall-street-banks-are-keeping-astronomical-price-targets-on-spacexs-stock-as-it-tries-to-blast-off-again-0e21a0e4
Paid articlePaywall Wall Street banks keep astronomical price targets on SpaceX’s stock as it tries to blast off again
marketwatch.com/story/wall-street-banks-are-keeping-astronomical-price-targets-on-spacexs-stock-as-it-tries-to-blast-off-again-0e21a0e4
Paid articlePaywall Walmart cautionary with 2026 expectations after sales growth slows: Walmart reported its slowest growth in U.S. comparable sales in six years during its most ...
apnews.com/article/walmart-quarter-earnings-inflation-tariffs-955945e03ffcc111389d62fa3103a051
Key FactsWalmart shares fall after weak US sales growth
Aug 20, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: businessinsider.com
Summary created with AI assistance · Source: businessinsider.com
- Walmart beat second-quarter earnings estimates and raised its full-year guidance, but its shares fell as much as 9% to a 2026 low on Thursday.
- Comparable US sales excluding fuel increased 2.6% instead of the expected 3.7%, marking the slowest pace in six years.
- Spending per transaction grew only 1.1%, down from 3.1% a year earlier, while Walmart plans to use $2.9 billion in tariff refunds to keep prices low and expects $2 billion in additional fuel costs this year.
- Goldman Sachs said real consumer spending growth could slow to as little as 1% in the second half of 2026 after US retail sales fell 0.6% in July instead of rising by the expected 0.1%.
The consumer is under pressure.— Dan Sheehan, director of portfolio management at Telos Family Office, wrote in a LinkedIn note on Wednesday, noting that Walmart's earnings were solid overall.
Walmart Reports Slowest Sales Growth In 6 Years, Shares Tumble: Walmart is considered a barometer of consumer spending given its vast customer base.
huffpost.com/entry/walmart-slow-sales-earnings_n_6a874124e4b0ca44601b99dd
Why Dell’s stock stands to gain from developments at Nvidia and SpaceX: Dell is expected to report sharp growth when it posts earnings on Tuesday ...
marketwatch.com/story/why-dells-stock-stands-to-gain-from-developments-at-nvidia-and-spacex-7978fcaf
Paid articlePaywall Salesforce’s stock surges as AI momentum fuels revenue growth: Salesforce clears Wall Street’s second-quarter expectations and deepens its ties with AI lab ...
marketwatch.com/story/salesforces-stock-surges-as-ai-momentums-fuel-revenue-growth-8c96eef3
Paid articlePaywall Ozempic maker Novo Nordisk downgraded to sell after 70% stock-price dive from peak
marketwatch.com/story/ozempic-maker-novo-nordisk-downgraded-to-sell-after-70-stock-price-dive-from-peak-90193914
Paid articlePaywallNvidia discloses $21 billion stake in SpaceX at end of second quarter: Nvidia's stake in SpaceX, which came through an investment in xAI, was worth about $21 ...
cnbc.com/2026/08/14/nvidia-discloses-21-billion-stake-in-spacex-at-end-of-second-quarter.html
Dow surges 500 points Friday, but index posts back-to-back weekly losses: Live updates
cnbc.com/2026/08/20/stock-market-today-live-updates.html
SpaceX posts strong revenue in first earnings report since IPO: Revenue jumped to $7.8 billion, up more than 90% from the year-earlier period.
apnews.com/article/musk-spacex-tesla-earnings-merger-3b7b66a3e522e51d75caebc40af7e09e
Barron's Aug 18
TJX Earnings Will Show If Bargain Hunting Is Still Fashionable: TJX, which owns TJ Maxx, is the biggest player in the off-price space. Eighty percent of the ...
barrons.com/articles/tjx-earnings-stock-price-65d5d59a
Paid articlePaywall Super Micro stock is rallying after results. Here’s what Wall Street is saying.: Here’s what analysts are saying about Super Micro.
marketwatch.com/story/super-micro-stock-is-rallying-after-results-heres-what-wall-street-is-saying-631e9253
Paid articlePaywallS&P 500 Earnings Hit Best Growth Since 2021: Here's Why - State Street SPDR S&P 500 ETF Trust (ARCA:SPY),…
benzinga.com/markets/equities/26/08/61075408/sp-500-earnings-growth-q2-2026-factset
US stocks flirt with a record as profits keep piling up and oil prices ease: The U.S. stock market is rising toward a record as big companies keep piling up ...
apnews.com/article/stocks-markets-dollar-yen-trump-iran-war-fbbe6128d618509e33d45a493c2615b1
The earnings boom is only getting stronger. Here's what that means : The S&P 500 is now on track to deliver second-quarter earnings growth of 47% ...
cnbc.com/2026/08/05/the-earnings-boom-is-only-getting-stronger-heres-what-that-means-.html
Paid articlePaywall Stock market hits records as Fed removes key safety net : Wall Street just got the milestone investors have been waiting for.
star-telegram.com/news/business/article316806151.html
Fiserv’s stock drops as the company goes through another bruising ‘reset’: Financial-services company cuts full-year earnings outlook, acknowledges organic ...
marketwatch.com/story/fiservs-stock-drops-as-the-company-goes-through-another-bruising-reset-2efceea3
Paid articlePaywall Uber profit narrowly beat forecasts as trips across its platform surge: Uber Technologies shares fell early Wednesday, despite the ride-hailing company ...
marketwatch.com/story/uber-profit-narrowly-beat-forecasts-as-trips-across-its-platform-surge-4a22ce2d
Paid articlePaywall Lilly’s revenue soars 48%, driven by demand for its GLP-1s: Lilly’s sales were driven by higher-than-expected demand for Mounjaro and Zepbound ...
marketwatch.com/story/lillys-revenue-soars-48-driven-by-demand-of-its-glp-1s-7361c223
Paid articlePaywall
US stock market hits record highs as AI profits pile and oil prices ease: S&P 500 shot up 1.8% and the main measure of Wall Street’s health topped its prior ...
theguardian.com/business/2026/aug/04/stock-market-records-ai-profits-oil-prices-ease
The AI-driven boom in profits comes with some caveats: A couple features of the current AI driven boom are skewing the numbers.
axios.com/2026/08/04/earnings-ai-accounting-amazon-alphabet
Musk to face tough questions during SpaceX's first earnings call as a public company
abcnews.com/Business/wireStory/musk-face-tough-questions-spacexs-earnings-call-public-135343999
Palantir soars as corporate AI sales surge in U.S.: U.S. commercial software sales rose roughly 150% in the second quarter.
axios.com/2026/08/03/palantir-ai-software-earnings
Key FactsPalantir’s U.S. corporate AI sales surge
Aug 3, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: axios.com
Summary created with AI assistance · Source: axios.com
- U.S. commercial software revenue rose roughly 150% to $764 million in the second quarter.
- Palantir reported $809 million in second-quarter sales to the U.S. government, up 90% from the year-earlier period.
- The company raised its full-year guidance for revenue, adjusted income and free cash flow above its previous forecast and Wall Street expectations.
- Shares rose more than 10% after hours on Monday, while the sales increase helped boost quarterly profit, according to the report.
Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models.— Alex Karp, Palantir CEO, said this about customer data control and safeguards against data used for training models.
Strategy tallies $8.22 billion quarterly loss while bitcoin stockpile rises 11%: Falling bitcoin prices and weak investor sentiment weighed on the company's ...
qz.com/strategy-bitcoin-loss-second-quarter-holdings-080326
What worried investors about Alphabet: It's the first of the hyperscalers to report earnings, and investors may be growing leery of the scale of AI spending.
axios.com/2026/07/23/ai-alphabet-google-earnings
FactSet Welcomes Google's Agents Deeper Within Its Gates: FactSet and Google say they will co-develop finance agents and weave "agentic experiences across ...
investors.com/news/factset-google-new-generation-of-ai-agents-finance/
The Globe and Mail Jun 11
Beaten-down stocks with reliable dividends and new leadership: Several recent C-suite moves across various industries have lifted investor expectations for a ...
theglobeandmail.com/investing/investment-ideas/number-cruncher/article-cruncher-stocks-reliable-dividends-new-leadership/
Paid articlePaywall Barron's May 28
Viasat Earnings Weren’t Enough For Its Scorching Hot Stock: Thursday evening, Viasat reported fiscal fourth-quarter Ebitda of $370 million from sales of $1 ...
barrons.com/articles/viasat-earnings-stock-ebitda-4e6db5db
Paid articlePaywall
Nvidia Earnings: Stock Drops After Better-Than Expected Results; More News and Analysis From the Call
barrons.com/livecoverage/nvidia-earnings-stock-price-ai-chips-jensen-huang
Dell stock soars toward another record high as the AI boom drives a big earnings beat
marketwatch.com/story/dell-stock-soars-toward-another-record-high-as-the-ai-boom-drives-a-big-earnings-beat-b7c0c203
Paid articlePaywall Marvell’s stock falls despite ‘exceptional’ AI demand driving a stronger growth outlook
marketwatch.com/story/marvells-stock-seesaws-as-exceptional-ai-demand-drives-a-stronger-growth-outlook-05324935
Paid articlePaywallStrong corporate earnings may not be what they appear: Strong profits can justify the stock market's ability to continue to climb, but paper gains can distort ...
axios.com/2026/05/26/amazon-meta-alphabet-earnings
Walmart delivers another strong quarter but also a cautious outlook due to economic uncertainty
apnews.com/article/walmart-firstquarter-earnings-inflation-a90b333a38bbba37847cfc8b5b2c7e8a