All Work

Joel South

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 · 8 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 · 8 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 · 8 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 · 8 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 · 8 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 · 8 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 · 8 months ago

Why Palo Alto Networks (PANW) Is Really Down 6.5% This Morning

Yesterday we were watching whether Palo Alto Networks could extend its earnings beat streak and deliver the forward guidance investors expected. The company delivered a solid quarter after the bell Tuesday, but this morning…

Joel South · 9 months ago

Live: Will Palo Alto (PANW) Beat Q2 Earnings Tonight?

Live Updates Does the Stock Reaction Make Sense? 4:23pm ETPalo Alto Networks beat on both lines—revenue up 15% to $2.6B and non-GAAP EPS of $1.03 versus the $0.96 estimate—yet the stock sits down 2.15%.…

Joel South · 9 months ago