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Earnings, Bears, and Bank Bulls — July 19

Earnings season takes centre stage this week. GOOGL and IBM report Tuesday. INTC and TMUS follow Wednesday. Markets are bracing for signals on AI spending, foundry progress, and subscriber trends. Options data shows…

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Earnings Week Fuels Options Bets on Bulls and Bears

Options markets are pricing in a big week. GOOGL reports alongside a wave of financials, banks, and industrials. Traders are loading up on both sides. UNH stands out. The healthcare giant carries just 2% SI % FF. Yet…

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Big Tech, Banks Dominate Week Ahead

GOOGL kicks off a pivotal week on Tuesday. Alphabet reports Q2 2026 results after the close. Investors want clarity on AI spending and search revenue trends. IBM also reports Tuesday. The legacy tech giant has been…

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Financials Lead Upgrades, Fox Falls Out of Favour

Wall Street shifted bullish on financials this week. Morgan Stanley received an upgrade. The consensus moved from Hold to Buy territory. Its average analyst target price now stands at $231.86. State Street also drew…

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Insiders Cash Out While One Bets Big

A wave of insider selling dominated recent filings, but one battered avocado stock is attracting serious buying interest. ASTS founder and CEO Abel Avellan filed on June 23, disclosing he sold 2.5 million shares worth…

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Bears Load Up on Hertz While SpaceX Shorts Surge

Short sellers dramatically increased bets against HTZ this week. Hertz short interest hit 70.1% of free float as of July 16, up from 60.3% just seven days earlier — a near 10-percentage-point jump. Shares available to…

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Big Week: Alphabet, Intel, Charter Due

Q2 earnings season hits full stride this week. Three closely watched names report results, and short sellers are paying close attention to at least one of them. Tomorrow — Tuesday, July 22 GOOGL reports Q2 after the…

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