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Joel South

The One Number That Decides NVIDIA’s Fate

When NVIDIA reported Q4 FY2026 revenue of $39.33 billion on February 25 — wait, scratch that — $68.13 billion — the number that mattered most wasn’t what already happened. It was what comes next.…

Joel South · 7 months ago

Live: Will IonQ (IONQ) See a Big Move After Earnings?

Live Updates LIVE UPDATES IN PROGRESS — Stay on This Page3:30pm ET We are updating this story in real time as new information breaks. Stay on this page for the latest developments, key quotes,…

Joel South · 7 months ago

Live: Will Salesforce (CRM) Breakout After Earnings?

Live Updates LIVE UPDATES IN PROGRESS — Stay on This Page3:30pm ETWe are updating this story in real time as new information breaks. Stay on this page for the latest developments, key quotes, numbers,…

Joel South · 7 months ago

NVIDIA Cements Its Role as the Backbone of AI Infrastructure

We covered NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q3 FY2026 results when they dropped last November, but one number buried inside that report deserves a much closer look heading into tonight’s Q4 print. It…

Joel South · 7 months ago

Social Security Just Got More Complicated For All Retirees

If you are collecting Social Security right now, or planning to start soon, 2026 has brought more changes than most years. A new cost-of-living bump, a major administrative overhaul that has stalled twice, updated…

Joel South · 7 months ago

NVIDIA’s $65.7 Billion Bet Is Here

Wall Street has set the bar at $65.7 billion in revenue for NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s fiscal Q4 2026, with results expected after the close tonight. That figure represents the consensus estimate…

Joel South · 7 months ago

Live Lucid Group Earnings: What Wall Street Is Watching

Live Updates More Considerations For This Past Quarter4:41pm ETWith Q4 results in the books, four factors could move Lucid’s story in ways consensus hasn’t fully priced in. Workforce Restructuring Impact on Production A 12%…

Joel South · 7 months ago

HP Inc. Earnings Preview: What Wall Street Is Watching

HP Inc. (NYSE: HPQ | HPQ Price Prediction) reports its fiscal first-quarter 2026 results today after the close. With the stock down nearly 17% year-to-date and sitting near its 52-week low of $18.12, the…

Joel South · 7 months ago

Realty Income Earnings Preview: What Wall Street Is Watching

Realty Income (NYSE: O) reports its Q4 2025 and full-year results today after the market closes. The central question is straightforward: did the company close out 2025 within its own raised guidance range? A…

Joel South · 7 months ago

Axon Enterprise Earnings Preview: What Wall Street Is Watching

Axon Enterprise (Nasdaq: AXON | AXON Price Prediction) reports its fourth-quarter 2025 results today after the market close, capping a year defined by aggressive ecosystem expansion and a stock that has pulled back sharply…

Joel South · 7 months ago

Microsoft’s $83.09 Billion Decision Could Shape What Happens Next

Last quarter, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) delivered a strong earnings beat, but one number overshadowed everything else: $29.88 billion in capital expenditures (CapEx) for Q2 FY2026, the quarter ended Dec. 31, 2025.…

Joel South · 7 months ago

Meta Just Handed AMD a Deal That Should Terrify Nvidia

Meta Platforms (NASDAQ:META | META Price Prediction) has struck a multiyear deal with Advanced Micro Devices (NASDAQ:AMD) to deploy up to 6 gigawatts of AMD GPUs and AI-optimized CPUs across its AI data centers,…

Joel South · 7 months ago