Articles Tagged 'Earnings', Page 2
JPMorgan, Wells Fargo Earnings: Credit Card Defaults Fell
JPMorgan and Wells Fargo Q3 2026: card charge-off rates fell at both banks, and most of the Wells Fargo provision jump came from its reserve, by our math.
UnitedHealth Earnings: Earlier Bills Cost Less Than Expected
UnitedHealth raised its 2026 outlook after a strong Q3. Lower estimates for earlier claims supplied nearly half of its better ratio; nothing shows cheaper care.
Why Plane Tickets Cost So Much More This Holiday Season
Airfares rose 23.4% in the year to August. Delta's third quarter shows where the extra money went, mostly to jet fuel, and what its holiday outlook implies.
PepsiCo Is Selling More Chips but Making Less Money
PepsiCo’s snacks got cheaper in North America and snack volume rose 1% in Q3, while the foods business earned 12% less core operating profit.
Is the AI Boom Slowing Down? What New Chip Numbers Show
Samsung’s and TSMC’s new numbers show money still pouring in through September, with two signs of easing. What they do and do not say about the AI boom.
Applied Digital Earnings: Hyperscaler Leases Not Live Yet
Applied Digital has 250 of 1,410 leased MW live, all for CoreWeave, and none for hyperscalers yet. See how a $221.0M GAAP loss became a $4.1M adjusted loss.
Why Nike Stock Fell After Earnings Despite a Profit Beat
Nike beat profit estimates but expects sales to fall again this year. What the outlook means for China, margins, the dividend and the stock.
Micron’s Record Earnings: How Long Can the Memory Boom Last?
Micron’s record fiscal Q4 left MU stock flat. Past memory cycles, the new-fab calendar, its long-term contracts, and what the share price implies.
Rhea-AI 8: Impact Scores 13% More Accurate on the Same News
Rhea-AI 8 now measures the move after the news. More than 8 in 10 of its Impact 5 scores were followed by a move of 10% or more, and it misses 70% fewer big moves.
SPCX Q2 2026 earnings: revenue surges, stock falls
SpaceX nearly doubled Q2 2026 revenue to $7.8B, narrowed its GAAP net loss and improved margins, while continuing heavy investment in AI and space infrastructure.
AMD Q2 2026 earnings: record revenue, stock drops
AMD delivered record Q2 2026 revenue of $11.5B, up 49.6% year over year, as Data Center sales more than doubled and margins expanded sharply. Yet the stock fell about 7.8% after earnings, on a share price that had already more than doubled in 2026.
Netflix Q4 2025 Earnings: Revenue Hits $12.05B, 325M Subscribers, Warner Bros. Acquisition
Netflix Q4 2025 results: $12.05B revenue (+18% YoY), 325M+ subscribers, $2.96B operating income, and Warner Bros. acquisition announced at $27.75/share. Full year 2025 revenue hit $45.2B with 29.5% operating margin.
Tesla Deliveries by Quarter 2020 to 2025: Complete Tables, Trends, and Q4 2025 Update
Tesla Q4 2025: 418,227 deliveries, 434,358 produced. Full year 1.64M vehicles (-8.6% YoY). Includes tax credit impact, BYD comparison, complete quarterly data 2020-2025, and energy storage records.
Financial News Flow Patterns: Insights from 1 Million Articles
Revolutionary analysis of 1 million financial news articles reveals when markets really move. Discover patterns that give you an information edge.
Before Open vs After Close: The Strategy Behind Earnings Timing
Master the strategic differences between morning and evening earnings. Learn why timing matters, how it affects trading dynamics, and strategies for each window.
When Do Companies Announce Earnings: A Complete Guide
Master earnings announcement timing with our comprehensive guide. Learn quarterly cycles, day patterns, and how to track and prepare for earnings releases.
Guidance vs Consensus Estimates: Understanding Wall Street Expectations
Master the difference between company guidance and analyst consensus estimates. Learn how these metrics drive market reactions to earnings announcements.
GAAP vs Non-GAAP Earnings: Understanding the Critical Differences
Learn the critical differences between GAAP and non-GAAP earnings, why companies report both, and how to analyze them for better investment decisions.
Revenue vs Earnings: Understanding the Top and Bottom Line
Master the crucial difference between revenue and earnings. Learn how these fundamental metrics flow through financial statements and impact investment decisions.
Diluted EPS vs Basic EPS: The Complete Guide to Understanding Earnings Dilution
Master the critical difference between Basic and Diluted EPS, understand how share dilution impacts valuations, and learn which metric smart investors use.