Archive

Tesla's Earnings Beat Masks a 50,000-Vehicle Inventory Problem

Tesla beat Q1 EPS and revenue expectations, but missed deliveries by 7,600 and built 50,000 excess vehicles. The bulls and bears both have their data.

Apr 24, 2026

Intel's 25% Moonshot: The Q1 Beat That Broke the 2000 High

Intel crushed Q1 estimates, guided Q2 above consensus, and traded through its March 2000 all-time high. Why INTC's narrative has fundamentally shifted.

Apr 24, 2026

Tesla Q1 Beats on EPS But $5B Capex Hike Wipes Out After-Hours Pop

Tesla Q1 2026 EPS beat at 41 cents but shares reversed after-hours after the company raised 2026 capex by $5 billion to $25 billion.

Apr 23, 2026

American Express Q1 EPS Hits $4.28, Beats on Card-Member Spending

American Express Q1 2026 EPS came in at $4.28 versus $4.06 estimates with revenue up 11% and card-member spending growing 10%.

Apr 23, 2026

Merck Drops 4% on Failed Cancer Trial, Gardasil Woes

Merck shares fell 4% after the Phase 3 LITESPARK-012 kidney cancer trial failed and Gardasil China demand remained weak. What investors should know.

Apr 22, 2026

UnitedHealth Surges 8% on Earnings Beat, Raises Outlook

UnitedHealth Group surged 8% after Q1 earnings beat estimates with $7.23 EPS vs $6.57 expected and raised its 2026 guidance above $18.25 per share.

Apr 22, 2026

Energy Stocks Surge as Oil Spikes on Hormuz Standoff

Energy stocks led the S&P 500 Monday as WTI jumped 6.5% to $89 per barrel. Exxon, Chevron, and Halliburton benefit from the Strait of Hormuz crisis.

Apr 21, 2026

Tim Cook Steps Down: Apple Taps John Ternus as Next CEO

Tim Cook will become Apple chairman as hardware chief John Ternus takes over as CEO on September 1. AAPL slipped 1% in pre-market on the surprise announcement.

Apr 21, 2026

Gold Hits $4,831 as Safe-Haven Rally Extends Into Record Territory

Gold reached $4,831 per ounce near its all-time high as Iran tensions, dollar weakness, and central bank buying fuel the longest safe-haven rally in decades.

Apr 20, 2026

TSMC Earnings Crush Estimates but Chip Stocks Can't Hold Gains

TSMC reported a 58% profit surge on record AI chip demand, but semiconductor stocks faded the beat. Here's what the divergence signals for AMD, Nvidia.

Apr 20, 2026

Regional Banks Beat on Lending as Fifth Third and Regions Report

Regions Financial posted $0.62 EPS and $539M in Q1 net income Friday, with Fifth Third, Truist, and State Street also beating on improved net interest margins.

Apr 17, 2026

Netflix Drops 9% on Hastings Board Exit Despite $12.25B Q1 Beat

Netflix reported Q1 revenue of $12.25B and EPS of $1.23, both beats, but shares fell 9% after hours on news of Reed Hastings' board departure.

Apr 17, 2026

Tesla Surged 7% on Wednesday. The AI5 Chip Announcement Is Why.

Apr 16, 2026

Bank of America Beat Expectations. Here Is Why Its Equity Trading Desk Is the Real Story.

Apr 16, 2026

CarMax Tumbles 15% Despite Earnings Beat as Margins Crack

CarMax shares fell 15% after Q4 results revealed a $141M goodwill impairment, shrinking per-unit profits, and declining comparable store sales.

Apr 15, 2026

Bloom Energy Surges 24% on Oracle's 2.8GW AI Data Center Deal

Bloom Energy hit an all-time high after Oracle expanded its fuel cell partnership to 2.8 gigawatts for AI data centers, with 1.2GW already contracted.

Apr 15, 2026

Wells Fargo Missed. UnitedHealth Surged. The Story of One Earnings Day Tells You Everything About This Market.

Apr 14, 2026

Goldman Sachs Beat the Street. The Stock Fell Anyway. Here Is What That Tells You.

Goldman Sachs delivered Q1 results Monday that beat analyst expectations on both earnings per share and revenue. The firm posted EPS of $17.55 against a consensus of $16.30, and revenue of $17.23 billion. In any normal quarter, those numbers would send the stock higher. Goldman shares fell instead.

Apr 14, 2026

Sun Pharma's $12B Organon Bid Shakes Up Pharma M&A

Organon stock surged 28% after Sun Pharmaceutical reportedly submitted a $12 billion all-cash takeover bid, potentially India's largest overseas pharma deal.

Apr 13, 2026

Goldman Sachs Q1 Earnings: What Traders Need to Know

Goldman Sachs reports Q1 2026 earnings Monday before the bell. Analysts expect $16.9B in revenue and $16.41 EPS, driven by an 18% jump in trading.

Apr 13, 2026

Bitcoin Miners Hut 8 and Riot Surge 13-17% as BTC Holds $94K

Apr 9, 2026

Nvidia Gains on China Win as AMD and Intel Feel the Squeeze

Nvidia's H200 chip approval in China drove NVDA higher Wednesday as Wedbush targets $500. AMD and Intel face direct and immediate competitive pressure.

Mar 23, 2026

Micron Earnings Tonight: Wedbush Raises Target 56% to $500

Micron reports after the close with Wall Street expecting $8.74 EPS on $19B in revenue. Wedbush just raised its price target 56% to $500. Here's the full setup.

Mar 23, 2026