earnings season
7 articles tagged earnings season, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
Meta Closed at $595.19 Into Q2 Earnings — Weakest Print on the Board
Alphabet set the bar July 22 with revenue up 24% to $119.76 billion. Meta closed down 1.80% at the low end of its range heading into its own print.
The Earnings Cycle Is Rewarding Cash Conversion: AAPL +3.53%, AMD −3.29%
UnitedHealth's Optum-led revenue mix and a cluster of steady cash-generation prints frame the real July repricing: capital intensity is losing, cash conversion...
Earnings Season Is Sorting the Mag 7 — AAPL $334.99 vs AMD $518.00
Alphabet and Tesla both fell after July 22 prints, Microsoft is next, and Palantir reports August 3. Friday's tape already picked sides: AAPL +3.53%, AMD -3.29%...
The Chip Rebound Is a Bet on Earnings — and Agentic AI Is What Earnings Must Prove
Chip stocks rose a second straight day into an earnings season that will test the AI trade. The demand case now rests on agentic workloads — and agents burn mul...
Barclays Splits the Chip Sector in Two — Lumentum Up, Allegro and Penguin Cut
Barclays turns selective on semis ahead of Q2 earnings, warning AI-driven gains have left little room for upside in crowded names.
Seoul's 4.5% AI Purge Meets Wall Street's Earnings Gauntlet — Nvidia Holds $200 at $90 Oil
South Korea's Kospi cratered 4.5% as investors dumped AI names and oil pressed toward $90, but the U.S. complex enters chip earnings week already de-rated — and...
JPMorgan Prints a 52-Week High, Then Fades: What Wednesday's Split Session Really Says
Cooler producer inflation and a Morgan Stanley earnings blowout should have lifted everything. Instead, megacap breadth split 5-5 and several leaders faded hard...