Total 401 articles
Qualcomm Falls 7% After Q4 EPS Guidance Misses by 12% — Automotive Hit a Record $1.6B
TradingKey - Qualcomm stock fell after weaker-than-expected Q4 guidance overshadowed a Q3 revenue beat. Here's what drove the selloff and what investors should watch next.
Fri, Jul 31

Why Is Micron Stock Surging Today? Samsung Just Confirmed the Memory Shortage That Drove the $1,255 High
TradingKey - Micron jumped 18% Thursday after Samsung's Q2 earnings confirmed long-term memory chip supply shortages. The stock had fallen 41% from its $1,255 high on CXMT fears. At $868, the $903 trendline is the next test. Here is what Samsung said and why it matters.
Fri, Jul 31

Alphabet (GOOGL) Price Forecast: 17.7x P/E at $335, Testing Trendline, Amazon Earnings Today
Alphabet is recovering from its $315 post-earnings low to $335 and is testing the descending trendline at $338.90. P/E has compressed to 17.7x. Analysts see $445 to $515. EU rivals are filing lawsuits post-DMA fine. Amazon reports today. RSI 55.
Thu, Jul 30

Netflix (NFLX) Stock Forecast: 23x P/E, $94 Target, Testing Trendline at $73
Netflix is at $73.63, testing the descending trendline after Q2 beat on EPS but missed Q3 guidance by $140M. P/E at 23x, average analyst target $94.33, 36 Buy ratings. Baird cut to $90 from $120. A $1B debt refinancing is done. RSI 59. Here is the setup.
Thu, Jul 30

Microsoft (MSFT) Surged 8% After Earnings - Azure Hit 43%, Copilot 30M Seats, Capex Steady
Microsoft beat Q4 FY2026 estimates with revenue of $90B, Azure at 43%, and Copilot at 30M seats, and the stock surged 8.13% to $422. What made the difference vs Meta and Alphabet was steady capex guidance and demand-first framing. Here is the full breakdown.
Thu, Jul 30

Why Is Meta (META) Crashing After Earnings? EPS Missed 14%, FCF Hit $784M, Capex Raised Again
Meta beat revenue at $60.8B (+28%) but missed EPS by 14% at $6.18 vs $7.17, free cash flow collapsed to $784M, and capex guidance was raised again. Stock fell 9.64% to $529 after hours. RSI at 16. Here is the full breakdown.
Thu, Jul 30

SanDisk Stock Crashes Over 50% as China Chip Threat and Earnings Loom Large
TradingKey - SanDisk stock has plunged over 50% from its peak as China's memory chip expansion raises supply concerns ahead of the company's August 5 earnings report.
Thu, Jul 30

Boeing Stock Falls 4% Despite Strong Q2 Revenue as Analysts Stay Bullish on Recovery
TradingKey - Boeing stock fell over 4% despite beating Q2 revenue estimates. Analysts remain bullish as aircraft deliveries improve and 777X certification nears.
Thu, Jul 30

IBM (NYSE: IBM) Stock Recovery: Bouncing From $201 Toward 50 EMA After Q2 Reset
IBM bounced 5.6% Monday from its $201.60 post-earnings low and is approaching the $233 50 EMA resistance. Q2 confirmed software +5%, mainframe -42%, and guidance of 4-5% growth. The securities investigation remains active. RSI at 65 approaching overbought.
Wed, Jul 29

Qualcomm (QCOM) Q3 FY2026 Earnings Today: 15x Forward P/E, 90% Beat Probability
Qualcomm reports Q3 FY2026 tonight after close. Consensus: EPS $2.22, revenue $9.71B (-6.6% YoY). Polymarket gives 90.5% beat probability. Automotive hit a record $1.3B last quarter. Four consecutive beats. At $164, here is what tonight must show.
Wed, Jul 29

NVIDIA (NVDA) Falls to $195 - Barron's Says Cheapest Since 2015, BofA Says Buy
NVIDIA fell to $195 Tuesday, down 5.5%, extending the selloff from $206. Barron's says NVDA is the cheapest it has been since 2015. BofA calls it a unique durable growth franchise. A Taiwan chip smuggling investigation was opened. At $195, here is what to watch.
Wed, Jul 29

Microsoft (MSFT) Q4 FY2026 Earnings Preview: $87.7B Revenue, Azure 40%, FY2027 Capex $255-260B
Microsoft reports Q4 FY2026 today after close. Consensus: $87.67B revenue, $4.24 EPS. Azure guided 39-40%. FY2027 capex just disclosed at $255-260B - well above the $190B for 2026. At $397, here is what tonight must answer.
Wed, Jul 29

Why Is Micron (MU) Falling? CXMT IPO, Apple Supplier Shift, and Asian Chip Rout
TradingKey - Micron fell below $800 Tuesday as CXMT's blockbuster Shanghai IPO raised supply concerns, Apple reportedly sought waivers to source memory from Chinese suppliers, and SK Hynix fell 14.7%. At $812, the $803.95 has broken. $742 is the next support. Here is the full picture.
Wed, Jul 29

Why Is NVIDIA (NVDA) Falling? The $250B OpenAI Deal, Circular Financing Fears, and Asian Chip Rout
TradingKey - NVIDIA fell 5% Monday and is extending losses Tuesday as the $250B OpenAI data center guarantee raised circular financing concerns. Samsung fell 13%, SK Hynix 14.7%. NVDA CDS hit a record one-day gain. Analysts say fears are overblown. At $194, here is what matters.
Wed, Jul 29

Wayfair Stock Forecast: Can Customer Growth Sustain the Recovery Ahead of Q2 Earnings?
Wayfair heads into August earnings with customer growth returning, stronger operating efficiency and improving order trends. Here is what investors should watch in the Q2 report.
Tue, Jul 28

BitMine Stock Forecast: Can Ethereum Holdings and Buybacks Drive BMNR Higher?
BitMine heads into earnings with nearly 5% of Ethereum's circulating supply, a $4 billion buyback programme and growing staking income. Here's what investors should watch.
Tue, Jul 28

D-Wave Quantum Stock Forecast: Can the AT&T Deal Justify QBTS' $7 Billion Valuation?
D-Wave Quantum heads into August earnings after expanding its partnership with AT&T. Here's why enterprise adoption, bookings and commercial revenue matter more than ever for QBTS investors.
Tue, Jul 28

Sandisk Stock Forecast: Can AI Storage Demand Justify SNDK's Premium Valuation Ahead of Earnings?
Sandisk heads into its August 5 earnings report with AI-driven storage demand boosting margins and enterprise SSD growth. Here's what investors should watch before SNDK reports.
Tue, Jul 28

Meta Stock Slides Ahead of Q2 Earnings as AI Spending, Ad Growth Stay in Focus
TradingKey - Meta stock is under pressure ahead of Q2 earnings as investors watch AI spending, advertising growth, capex guidance, and Wall Street's outlook for the tech giant.
Tue, Jul 28

Oracle Stock Falls 27% Despite Cloud Growth as Legal and Financing Risks Mount
TradingKey - Oracle stock has plunged 27% in a month despite strong cloud growth. Here is why legal concerns, financing risks, and key earnings this week matter for ORCL investors.
Tue, Jul 28



