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Earnings PreviewGLW

Corning Drops 24% in a Month — Can Results Arrest the Slide?

Corning heads into its July 28 Q2 print having shed nearly a quarter of its value in a month, creating a sharp divergence between where the stock trades and where analysts think it belongs. The price action tells the…

1 min read
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Earnings PreviewKO

KO Recovered — Now the Print Has to Justify It

KO heads into Monday's Q2 report having clawed back the ground it lost last week, with short sellers continuing to stand down and the analyst community raising targets almost in unison. The stock has recovered to…

1 min read
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Earnings PreviewCHD

CHD Heads Into Q2 Print With Bulls Gaining Ground

Church & Dwight reports second-quarter results on July 28 with analysts nudging targets higher and options markets remaining unusually call-heavy for an earnings setup. The most notable pre-print development is a clear…

1 min read
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Earnings PreviewCMS

CMS Energy Options Signal Unusual Caution Before Q2 Print

CMS Energy heads into its July 28 Q2 earnings with the most defensive options positioning seen in months, even as short sellers quietly step back. The options market is sending a clear warning signal. The put/call…

1 min read
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Earnings PreviewBXP

Analysts Lift Targets as BXP Heads Into Q2 Print

BXP enters its July 28 earnings report on the back of a wave of analyst target increases, with the Street broadly more constructive than it was a month ago — though not unanimously so. The clearest pre-print signal is…

1 min read
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Earnings PreviewBA

Boeing's Q2 Print Arrives With the Stock Off Its Lows

BA heads into its July 28 Q2 earnings report in a modestly improved position versus two days ago — the stock has recovered to $209.52 from the $204.80 close that defined Tuesday's preview — but the broader picture…

1 min read
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Earnings PreviewBCS

Barclays Bulls Take Control Ahead of Tuesday Print

Barclays heads into its July 28 results with options positioning sharply tilted toward the bull side — an unusual setup for a major bank earnings. The clearest signal heading into the print is in options. The put/call…

1 min read
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Earnings PreviewADM

ADM Heads Into Q2 With Bulls and Bears Far Apart

Archer-Daniels-Midland reports Q2 results on July 28 with the Street deeply divided on valuation and the stock trading well above where most analysts think it belongs. The most striking tension in the setup is between…

1 min read

Markets Hold Breath as Earnings Season Peaks

This is the biggest earnings week of the year. Over 1,500 companies report globally between July 25 and July 31. The headliners are MSFT, AMZN, META, AAPL, and QCOM. All report by Thursday. KO and SPGI kick off Tuesday…

1 min read

Earnings Week Sparks Options Tug-of-War

A packed earnings calendar is driving unusual options activity this week. Bears and bulls are clashing hardest in semiconductors, megacap tech, and a handful of beaten-down names. Micron Technology sits at the top of…

1 min read

Tech Giants Dominate a Packed Earnings Week

The next seven days bring a blockbuster parade of results. Over 1,500 companies report globally between July 25 and July 31. Today and Monday: CDNS kicks things off Monday after the close. Cadence Design Systems…

1 min read

Analysts Turn Bullish on Energy and Industrials

Analysts shifted targets higher across energy, industrials, and pharma on Friday, with a cluster of upward revisions standing out from the latest changes. Thermo Fisher Scientific drew the most eye-catching move. The…

1 min read

Insiders Sell Big, One Bank Bucks Trend

A wave of significant insider filings hit markets this week. Sellers dominate the headlines, but one European bank is drawing fresh capital from its own boardroom. VC Firm Dumps $118M in ServiceTitan Bessemer Venture…

1 min read

Bears Pile In: HTZ, CHWY Lead Short Surge

Short sellers turned aggressive this week. Hertz Global Holdings and Chewy stand out as the biggest movers among larger-cap names. HTZ now sits at 75% SI % of FF — up nearly 5 percentage points in just seven days.…

1 min read

Money Flees US, Pours Into Asia and Bonds

The clearest story this week: US equity ETFs are bleeding cash while Asia attracts the most concentrated buying pressure in months. US-focused funds posted a net outflow of $9.4B over the past week. That is the single…

1 min read

Earnings, Oil, and M&A Drama Define a Volatile Thursday

The biggest story this week is earnings. MSFT, AAPL, AMZN, and META all report this week. Options markets are pricing heavy negativity across mega-cap tech. TSLA sits at an RSI of just 29 — deep in oversold territory —…

1 min read

Wall Street Turns Bullish on Data Centers, Drugmakers

Analysts fired off a string of upgrades on Thursday, with data center REITs and healthcare distributors drawing the most attention. Digital Realty Trust scored the session's sharpest upgrade. TD Cowen's Michael Elias…

1 min read

Billionaire Dumps $54M in Energy Stock

Carlos Slim — one of the world's richest men — has been aggressively selling PBF Energy shares. Filings this week show he sold over $54M worth of stock across multiple transactions. The trades occurred between July 8…

1 min read
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Trader NoteCHRW

CHRW Shorts Retreat as Earnings Day Arrives

C.H. Robinson Worldwide heads into its July 29 Q2 print with a notably cleaner short book than it carried two weeks ago — and options traders who are unusually unconcerned about downside risk. The sharpest move in the…

1 min read