Total 556 articles
Micron August 25: Q3 $41.46B (+346%), Q4 $50B Guidance Intact, Sustainability Risk Test Looms
TradingKey - MU Aug 25: Q3 $41.46B (+346% YoY), Q4 guidance $50B (+21% seq), 86% margin. HBM4 high-volume production, $10B Research Labs Aug 20, $250M Paradigm Fund Aug 13. RSI 40, support $900, resistance $960-$1031. Sustainability/pricing normalization main risks.
Tue, Aug 25

Mastercard Q2 2026 Revenue $9.3B (+14%), BVNK Acquisition Aug 3, Stablecoin Settlement, Agentic AI Commerce
TradingKey - MA Q2: Revenue $9.3B (+14%), EPS $5.04 (beat), GDV $2.9T (+8%), cross-border +12%, VAS +20%. BVNK Aug 3. Stablecoin settlement, Agent Pay, BitLicense. Virtual cards 43 countries.
Tue, Aug 25

SanDisk Price Outlook: Q4 Revenue $8.97B (+51% Seq), Data Center +437%, Chinese YMTC IPO Adds Competitive Risk
TradingKey - SNDK Aug 25: Q4 $8.97B (+51% seq), FY26 $20.25B (+175% YoY), DC +437%. Q1 guidance $10.30-10.80B, $44-46 EPS. New 2TB QLC 3D NAND Aug 12. HBF partnership. Chinese YMTC $4.9B IPO Aug 21. Stock $1,493 (down 6.45%), recent +35%/-9% volatility.
Tue, Aug 25

Morgan Stanley Q2 2026: Record Revenue $21.35B (+27%), EPS Surge 62%, ROTCE 26.6%, $1.5T Infrastructure Initiative
TradingKey - MS Q2: Revenue $21.35B (+27% YoY), EPS $3.46 (+62%), ROE 20.7%, ROTCE 26.6%. Institutional Securities $11.04B (+44%), equities $6.30B (+69%), IB $2.44B (+58%). Wealth $8.86B (+14%), inflows $148.1B record, fee assets $3.02T. IM AUM $2.0T.
Mon, Aug 24

Palantir Q2 2026: Revenue $1.935B (+93%), U.S. Commercial Surge 149%, Rule of 40 Reaches 155%, Stock Extends Breakout
TradingKey - PLTR Q2: Revenue $1.935B (+93% YoY), U.S. comm $764M (+149%), U.S. govt $809M (+90%), EPS $0.41 (+18%). TCV $3.37B, NDR 157%, Rule of 40 155%. Guidance FY $8.15B (+82%). AIP wins head-to-head. 220 deals $1M+, 653 U.S. customers.
Mon, Aug 24

Goldman Sachs Q2 2026: Record Revenue $20.34B, EPS Surge 92%, ROE 23.5% on Equities Boom
TradingKey - GS Q2: Revenue $20.34B (+39% YoY), EPS $20.98 (+92%), ROE 23.5%, ROTE 25.5%. GBM $15.52B (+53%), equities $7.42B (+72%), FICC $4.59B (+32%), IB $3.4B (+55%). AWM $4.6B (+20%), AUM $4.04T. Dividend $5.00 (from $4.50).
Mon, Aug 24

Tesla Price Forecast: Nevada Robotaxi Victory Offset by China Recall; Cybercab Launch Looms
TradingKey - TSLA: Nevada robotaxi approval Aug 20 (5,000 vehicle permit, full Clark County coverage). China recall 2.98M vehicles Aug 21 (door handles). Q2 revenue $28.236B (+26%), 480,126 deliveries, Shanghai up 37.8%. Cybercab employee testing Aug 17. Energy +13%, margin fell 30.3% to 20.4%. Cape
Mon, Aug 24

KKR Stock Outlook: $9B UGI Bid, Integer Deal and Record Q2 Earnings
KKR stock remains under pressure despite record earnings and major deals. Here are the UGI bid, Integer takeover, valuation and key KKR stock catalysts.
Sun, Aug 23

Apple Stock Outlook: AAPL Faces CEO Change, iPhone 18 Launch and EU Risks
Apple stock faces a major CEO transition, iPhone 18 launch and EU regulatory changes. Here are the key catalysts, risks and outlook for AAPL shares.
Sun, Aug 23

Valero Energy Q2: Revenue $44.48B Beat, EPS $12.54 Crushes Estimates, Refining Profit Surges 247% on Tight Supply
VLO Q2: Revenue $44.48B (+49%, beat), EPS $12.54 (beat $10.22). Refining OI $4.5B (+247%). Renewable diesel $717M swing (from -$79M loss). Ethanol $318M (+488%). Cash returns $2.6B (59% payout). Dividend $1.20. OCF $5.6B. Debt-to-cap 11%. St. Charles FCC $230M Q3 2026.
Sat, Aug 22

Oracle Q4 FY2026: Record Revenue $19.2B, OCI Surges 93%, But Financing Risk Drives Stock Down to $142
ORCL Q4: Revenue $19.2B (+21%), OCI $5.8B (+93%), RPO $638B (up 363%). FY2027 guidance $90B, EPS $8.05. Capex concern: -$23.7B FCF FY26, $70B capex FY27, $40B financing plan. Weak $142.07 stock reflects debt/yield pressure, not demand collapse. AWS partnership expanded.
Sat, Aug 22

Micron Technology Q3 FY2026: Revenue Explodes to $41.46B, HBM4 Ramps, $10B Boise Lab Signals Long-Term Memory Strategy
MU Q3: Revenue $41.46B (+346% YoY, +74% seq), EPS $25.11 (beat est), Q4 guidance $50B (21% seq growth). HBM4 12-high high-volume production. HBM4E dev 2027. $10B Micron Research Labs Aug 20 (groundbreak 2027). Gross margin 84.6% record. Operating cash $25.39B.
Fri, Aug 21

NVIDIA Q1 FY2027: Revenue $81.6B Beat, Data Center +92%, but August 26 Guidance Test Will Prove Sustainability
NVDA Q1: Revenue $81.6B (+85%, beat), Data Center $75.2B (+92%). Q2 guidance $91B (no China compute). SB Energy $1.5B invest, $105B lease guarantee, 4.25 GW Ohio. Vera Rubin in production. H200 China shipments begun. $500B financing platform. Aug 26 earnings. Stock near $217.56.
Fri, Aug 21

SanDisk Q4: Record Revenue $8.97B Beat, But Q1 Guidance Miss Spooks Investors as Stock Consolidates Near $1,600
SNDK Q4: Revenue $8.97B (+51% seq), EPS $39.25 (beat $34.37). Q1 guidance $10.3-10.8B (MISS 11.16B). Gross margin 84.6% record. NBM $93.9B contract value. Investor Day Aug 13 targets 80% margin, double-digit growth. Stock up 591% YTD. Technical $1,511.88 pivot.
Fri, Aug 21

Walmart Q2: Beat Revenue and EPS, but US Comparable Sales Miss 2.6% as Consumer Pressure Mounts
WMT Q2: Revenue $187.9B (+5.9%, beat), EPS $0.81 (+19%, beat). US comps 2.6% (MISS). Pharmacy headwind 125 bps. E-com 23%. Ads +38%. Guidance raised. Stock -9% to $103.50. Support $102.85. Fuel +$2B.
Fri, Aug 21

Eli Lilly Revenue Jumps 48% as Mounjaro and Zepbound Sales Reach $14.9B
Eli Lilly’s Q2 revenue rose 48% to $22.97B as Mounjaro and Zepbound generated $14.87B. Guidance increased, while LLY tests record-high resistance.
Thu, Aug 20

Amazon Q2 Smashes Estimates: $200.6B Revenue, EPS $5.75 Beat, AWS +37%, $220B Capex, $3T Market Cap
AMZN Q2: Revenue $200.6B (+20%, beat), EPS $5.75 (massive beat on $1.81 est), AWS $42.2B (+37%), operating income +43%. Capex $220B, FCF negative. Stock $265, hit $3T market cap. Regulatory risk (NJ antitrust suit). Technical: $256-287 range, breakout needed.
Thu, Aug 20

Netflix Q2 EPS Beat But Engagement Concerns Linger: Ackman Stake, Ads $3B Target, $80 Support
NFLX Q2: Revenue $12.56B (+13%), EPS $0.80 (beat), operating margin 33.4%, FCF $1.53B. Ads $3B 2026 target. Engagement 97B hours +2%. Stock down 36% from peak. Ackman's Pershing Square entered stake. $80 support key, $90-94 target. Oct 20 earnings next.
Thu, Aug 20

Tesla Q2 Beat Revenue But EPS Miss 35%: Free Cash Flow Collapses -$1.09B as Capex Doubles
TSLA Q2: Revenue $28.24B (+26%, beat), EPS $0.33 (MISS -35%), operating margin 1.4%, FCF -$1.09B. Capex +142% to $5.79B. Cybercab production begun. Robotaxi in 7 cities. $350 stock tests $338-376 recovery target. Capex concern persists.
Thu, Aug 20

Marvell Stock Jumps on Google AI Chip Deal Ahead of Q2 Earnings
TradingKey - Marvell stock rose after Google signed a custom AI chip agreement offering up to $120 billion in conditional revenue. Q2 earnings arrive August 27.
Thu, Aug 20



