Super Micro reports earnings tonight after a brutal year of governance scrutiny, margin swings, and a stock down nearly 30%, and the gap between Wall Street expectations and management's own guidance suggests somebody is…
Lumentum reports Q4 earnings today with shares up more than 600% over the past year, but last quarter a strong beat still sent the stock down 5%. Find out what CEO Michael Hurlston needs…
NVIDIA just positioned itself as both the supplier and the financier of the AI buildout, pulling Goldman Sachs, BlackRock, and KKR into a $500 billion credit machine. Whether that creates a powerful new asset…
AST SpaceMobile reports Q2 earnings tonight with five straight misses behind it, a fresh $1 billion convertible raise rattling investors, and options markets bracing for a 12% swing. Whether management's $150 to $200 million…
Hims and Hers Health heads into Q2 earnings carrying a brutal Q1 miss, margin compression, and a prediction market giving better than even odds on another stumble. Whether tonight's numbers vindicate the bull case…
Rocket Lab reports Q2 earnings tonight carrying a $2.2 billion backlog, two massive defense wins, and shares up 15% in a week, but prediction markets put 93.5% odds on the stock closing red today.…
Trade Desk reports Q2 earnings tonight with shares sitting near historic lows after an 80% collapse, and investors need more than reassurance to stop the bleeding. Watch for whether margin recovery and AI platform…
Prediction markets give Airbnb a 70% chance of missing earnings tonight after three straight quarters of falling short, but bulls argue accelerating revenue and AI-driven cost cuts finally tip the scales in the company's…
Rigetti reports Q2 earnings today after a week of strong gains, but the stock sits deep in the red for the year and has a history of giving back post-earnings pops. Find out what…
Jim Cramer just called SpaceX a trillion-dollar business while warning investors to brace for a brutal stretch ahead, and the reason behind that contradiction comes down to one date on the calendar.
MercadoLibre posts Q2 results tonight with revenue accelerating past 40% growth while earnings estimates have been slashed, putting management on a collision course with skeptical investors hungry for proof that the spending binge is…
AppLovin has beaten earnings four straight quarters, yet the stock sits nearly 38% below its yearly highs as Q2 results hit after the close tonight. Will another beat finally reverse the slide, or has…
SanDisk enters tonight's Q4 report carrying a 500% year-to-date gain, prediction markets near certainty on a beat, and a stock that somehow dropped after its last blowout quarter. Find out whether the results matched…
Eli Lilly just posted numbers that stunned Wall Street, but the company's own executives admit a single bottleneck could cap how far the GLP-1 juggernaut actually runs, and the next move to break through…
Zeta Global enters tonight's Q2 report riding a 19-quarter streak of beating and raising guidance, with shares already up nearly 50% over the past year and Wall Street pricing in another win. Find out…
SpaceX just dropped its first-ever earnings report as a public company, and with 95% of available shares shorted and prediction markets giving only a 31.5% chance of a beat, the stakes for tonight could…
AMD surged nearly 8% today on a 140% year-to-date run, and tonight CEO Lisa Su faces a Wall Street that has 42 buy ratings, zero sells, and a bar set almost impossibly high. Whether…
SpaceX reports its first-ever quarterly earnings Tuesday while a wave of insider shares looms on the horizon, and both events could dramatically reshape the stock and rattle the entire space sector.
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
Evercore founder Roger Altman says the stock market is brushing off wars, energy shocks, and rising interest rates as if they barely exist, and he has a specific reason why that resilience holds even…
