Topic · Gokhshtein Media
Earnings
Quarterly results, guidance, and the numbers that reprice the biggest companies in the market
30 stories · Updated 2m agoFour times a year, companies open their books and the market decides what it believes. This hub collects the Markets desk’s earnings coverage: the results, the guidance that matters more than the results, the reactions, and the read-through from one company’s quarter to its entire sector.
Coverage led by The Markets Desk
The basics · reviewed September 25, 2026
- What is earnings season?
- The period of several weeks after each calendar quarter ends when most public companies report results. Because so many companies report in a compressed window, earnings season is when the market’s view of the economy and individual sectors gets reset.
- Why can a stock fall after beating estimates?
- Because the price already reflected expectations, and what moves it is the gap between the result and what investors privately assumed, plus what the company says about the next quarter. Guidance, margins, and one line in the outlook often matter more than the headline number.
- What should readers look at beyond earnings per share?
- Revenue growth and whether it is accelerating, margins, cash flow, guidance for the coming period, and any change in capital spending or buybacks. For most companies, one or two of these are the real story and the headline per-share figure is the least informative number in the release.
Terms to know
U.S. Equities
Earnings Season Opens as Oil Rallies on Middle East Tensions
Q3 results from JPMorgan, Goldman Sachs, and chip makers kick off this week while Brent crude jumps 1.4 percent on Saudi airport attacks and potential U.S. involvement against Houthis
Bank Earnings and CPI Data Will Test Market Rally; 10-Year Yield at 24-Year High
Micron's AI Demand Breaks the Memory Cycle; Stock Undervalued at 6x Earnings
Fomo Tops Pump.fun in Daily Revenue With Hyperliquid Perps, Apple Pay Onramps
More on Earnings
Technology
OpenAI's $50B Revenue Miss Complicates Pre-IPO Safety Crisis
Research & Analysis
Equities Rally on AI Spending Reprieve Ahead of Earnings
Research & Analysis
Social Security Insolvency in 2032 Changes Revenue Options
DeFi & On-Chain
Fomo Overtakes Pump.fun in Daily Revenue With $1.76M Friday Take
Research & Analysis
OpenAI Revenue Reporting Creates Chip Stock Noise, Not Demand Show
U.S. Equities
Wingstop Defies 'Sell' Rating as Earnings Approach
Technology
Arena Hits $3.1B Valuation on $100M Revenue Run Rate
U.S. Equities
Seanergy Maritime Trades at 50% Industry Discount as Earnings Growth Grows
U.S. Equities
PhRMA Sues Trump on Drug Price Controls; Sector Faces Earnings Risk
U.S. Equities
Andrew Hill's Midstream Play for Earnings-Driven Returns
Technology
Vesta Raises $30M as AI Mortgage Agents Hit 12x Revenue Growth
U.S. Equities
Isaias Cuts Gulf Oil Output 25%; Chevron and ExxonMobil Face Q4 Earnings Hit
Technology
TSMC's September Revenue Hits Second Highest on Record
U.S. Equities
Nvidia's 70% Revenue Growth: Stock Trades at 15x Forward Earnings
DeFi & On-Chain
Fomo Tops Pump.fun in Daily Revenue as Hyperliquid Perps Go Live
World
Iran's Oil Minister Resigns During Economic Crisis and Missing Revenues
Technology
Spotify's Audiobook Bet: $100M Revenue Play Hinges on Global Scale
Digital Assets
Fidelity's $7.1T Empire Demands Dual Infrastructure as Revenue Hits $37.7B
U.S. Equities
Marvell's $20B AI Revenue Target: Why Seaport's $270 Price Target Still Looks Conservative
Digital Assets
Polymarket CEO Hints at Token Launch as $10M Revenue Weekend Stokes Airdrop Speculation
Research & Analysis
Energy Transfer Buys Vaquero Midstream for $2.63B to Lock in Permian Fee Revenue
U.S. Equities
Apple's 23% European Revenue at Risk From EU Trade Weapon Against China
U.S. Equities
Cramer Warns Q3 Earnings Will Disappoint; Watch Marvell Investor Day
Research & Analysis
Reddit Cuts Off RSS, Public API to Monetize User Data — Q2 Revenue Jump Shows Strategic Shift
Technology
Nebius Acquires Inferize to Squeeze More Revenue From GPU Fleets
U.S. Equities
Astera Labs at $350: Valuation Risk Overshadows 140% Earnings Growth
