Richard Moore·Oct 12UnitedHealth Group Incorporated (UNH) guides to less second-half profit than it earned in Q2 aloneIts own outlook leaves $5.89 to $6.39 a share for July through December, while the second quarter earned $6.38. Here is what that means for…
Yashraj Behera·Sep 4Nvidia promised suppliers $279 billion in a single quarterThe headline figure was reported right by most outlets. What almost nobody read is the rest of the note, and it changes the shape of the…
Yashraj Behera·Sep 3Everyone predicted the RAM shortage. HP just reported itHP shipped a sixth fewer PCs and charged about 40 percent more for each one. Nvidia and Apple show the same shortage in two other places.
Michael Koyfman·Jul 24Tesla Just Proved It Can Sell Cares and Lose Money doing itTesla’s second-quarter earnings, released this week, delivered one of the stranger scorecards in recent memory: a genuine growth win paired…
Michael Koyfman·Jul 23Oil Crosses $100 as Iran War Escalation Collides With a Shaky Big Tech Earnings SeasonThis time it wasn’t a surprise inflation report or a hawkish Fed official that took its toll on Wall Street on Thursday, it was something…
Michael Koyfman·Jul 22Alphabet’s $185 Billion Question: Does Q2 Prove the AI Spending Is Working?As Alphabet reports second-quarter results after the bell on Wednesday, the headline figure will hardly be of concern. Wall Street is…A response icon1A response icon1
Michael Koyfman·Jul 21Wednesday’s Earnings Will Tell Us Whether the AI Trade Still Has LegsIt was a familiar game as markets were pulled Tuesday, and in this case it was bullish. The S&P 500 rose 0.6%, the Dow rose about half a…
Michael Koyfman·Jun 24Micron Just Reported Numbers That Shouldn’t Be PossibleMicron Technology dropped its fiscal third-quarter earnings after the bell tonight, and the numbers were so far ahead of expectations that…
Alina Hota·May 24Predicting Overnight Stock Changes Post-Earnings: Tomorrow’s Price Hidden in Today’s LanguageProject by Alina Hota, Pranit Yadav, Joshua Ringler, Connor Therrien, Justin Yang
Joshua Pilgreen·Mar 18Lululemon Q4 Earnings: Beat On The Quarter, Kitchen-Sinking FY2026 — Maintaining BuyHere is a link to my original coverage of LULU.
