Stocks
PepsiCo Q2 2026: Three Numbers That Matter
PepsiCo reports Q2 2026 earnings before the open. EPS consensus sits at $2.21, but the real story is Frito-Lay volume and second-half guidance.
Jul 9, 2026
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177 articles
Stocks
Progressive Q2 2026: The Bull Case Just Got Louder
Progressive Corp reports Q2 2026 earnings this morning. Three analyst target hikes in 48 hours signal growing conviction — here's what the numbers need to show.
Jul 9, 2026
Stocks
Cloudflare Surges 8.6% as AI Demand Drives $300 Target
NET stock jumps 8.6% to $262.99 after Scotiabank upgrades to $300 target. Here's why Cloudflare is becoming the AI infrastructure trade of 2026.
Jul 8, 2026
Stocks
GOOGL Downgraded: Capex Surge Threatens Alphabet Margins
Alphabet faces a fresh downgrade as $700B in AI capex across Big Tech raises depreciation and margin compression risks heading into Q2 earnings July 28.
Jul 8, 2026
Stocks
Adobe Slashed to Underperform: BofA's Brutal Two-Notch Cut
Bank of America cuts Adobe to Underperform with a $190 target — a two-notch downgrade hitting one of software's most-watched names. Here's what traders need to know.
Jul 7, 2026
Stocks
SpaceX Joins Nasdaq-100: Index Dip Masks a Bigger Trade
SpaceX entered the Nasdaq-100 today with a record 15-day inclusion — but SPCX dipped at the open. Here's the real trade beneath the buy-the-rumor dynamic.
Jul 7, 2026
Stocks
Meta Surges 8% on Cloud Launch: What Traders Need to Know
Meta jumps 8.1% after announcing a cloud business to monetize excess AI compute. Here's what the move means for margins and the ad-tech stack.
Jul 6, 2026
Stocks
Shutterstock Crashes 28% as Getty Merger Collapses
Shutterstock plunges 28% premarket after Getty Images terminates their $3.7B merger following a UK regulatory block. Here's the damage map for traders.
Jul 6, 2026
Stocks
STZ Beats Q1 by 7% but Drops 1.6% — Here's Why
Constellation Brands beat Q1 FY2027 EPS by 6.85% and raised full-year guidance, yet shares fell 1.6%. Here's what the numbers actually reveal.
Jul 3, 2026
Stocks
Apple Surges 4.5%, Nasdaq Drops 1.6%: One Day, Two Markets
Apple jumped 4.46% to lead the Dow while the Nasdaq-100 shed 1.61% Thursday. The divergence signals a rotation trade with real money implications for July.
Jul 3, 2026
Stocks
FactSet Q3 Beats on AI-Driven ASV Surge
FactSet Research Systems beats Q3 FY2026 estimates with $4.53 EPS and $622.9M revenue, tracking high end of full-year guidance on AI momentum.
Jul 2, 2026
Stocks
AbbVie's $10.9B Apogee Bet: Premium, Pipeline, Risk
AbbVie acquires Apogee Therapeutics for $10.9B at a 49.5% premium, adding late-stage IL-13 antibody zumilokibart to its post-Humira immunology pipeline.
Jul 2, 2026
Stocks
AbbVie's $10.9B Apogee Bet Targets Dupixent's Crown
AbbVie acquires Apogee Therapeutics for $135.11/share in a $10.9B deal targeting Dupixent with twice-yearly dosing drug zumilokibart.
Jul 1, 2026
Stocks
CrowdStrike 4-for-1 Split Live; Arete Cuts to Neutral at $730
CrowdStrike's 4-for-1 stock split is effective today as Arete downgrades to Neutral at $730, citing valuation after a 6.4% surge on June 29.
Jul 1, 2026
Stocks
Nike Q4 EPS Crushes Estimates: $0.35 vs. $0.28
Nike Q4 FY2026 EPS of $0.35 smashed the $0.28 consensus. Here's what the beat means for NKE stock and FY2027 guidance.
Jun 30, 2026
Stocks
AVAV Surges 20% After Hours on Q4 Beat: Fade Risk
AeroVironment jumped 20.6% after hours on a Q4 revenue beat, but FY2027 EPS guidance of $3.02–$3.34 vs. $3.98 estimated signals a fade setup.
Jun 30, 2026
Stocks
AVAV Earnings Tonight: $309 Target vs. $139 Stock
AeroVironment reports Q4 FY2026 after the bell tonight. With consensus PT at $309 vs. a $139 print, here's what traders must watch.
Jun 29, 2026
Stocks
Micron's $1,650 PT and What the 10-Q Actually Shows
Needham raises Micron to $1,650. The fresh 10-Q filing reveals the AI memory demand picture traders need to see before chasing the call.
Jun 29, 2026
Stocks
BlackBerry Surges 133% in 2026 — Is BB Overextended?
BlackBerry stock has climbed 133% in 2026. QNX revenue jumped 26% YoY and analysts are split from $4.50 to $12. Here's what traders need to know.
Jun 26, 2026
Stocks
Micron Blows Past Estimates, Guides $50B in Q4
Micron's Q3 EPS of $25.11 crushed the $20.28 estimate. Q4 guidance of $50B — 15% above consensus — is the AI memory trade of the year.
Jun 26, 2026
Stocks
Hertz Crashes 41% — What's Killing HTZ Stock Today
Hertz Global Holdings plunges 40.71% to $3.00 in Thursday trading, the most violent single-session collapse in the market today. Here's what traders need to know.
Jun 25, 2026
Stocks
Micron Crushes Q3 With $41B Revenue, Guides $50B Q4
Micron Technology posts record $41.46B Q3 revenue, beats EPS by 24%, and guides Q4 to $50B — a 16% guide-above that redefines AI memory demand.
Jun 25, 2026
Stocks
AMC Stock Crashes 24% on $200M Dilutive Share Sale
AMC Entertainment dropped 24% Tuesday after announcing a $200M registered direct offering of 95.25M shares. Here's what the deal structure signals for holders.
Jun 24, 2026
Stocks
Micron Q3 Earnings: $35B Revenue on Deck Tonight
Micron reports Q3 2026 after the close today. Street consensus sits at $35B revenue, $20.57 EPS — here's what moves the whole semis complex.
Jun 24, 2026