Topic · Gokhshtein Media
Earnings
Quarterly results, guidance, and the numbers that reprice the biggest companies in the market
30 stories · Updated 1h 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
- 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.
Technology
AI Labs Raise $24B in Two Quarters Without Revenue or Product
Startups pursuing foundational breakthroughs—many with no commercial traction—have captured nearly five times the early capital OpenAI and Anthropic raised combined.
Fomo Overtakes Pump.fun in Daily Revenue on Solana
Annaly Capital Trades Cheap Ahead of Blockbuster Earnings: NLY at $21.05 Offers Rare Entry
Zoetis Rated Strong Sell Ahead of Earnings Miss
More on Earnings
U.S. Equities
PagSeguro Trading at 55% Discount to Peers Ahead of Earnings
Macro & Rates
Euro Consumer Inflation Expectations Rise to 3.2%, Pressuring ECB Forward Guidance
Macro & Rates
BOJ Rate Hike Fails to Support Yen as Cautious Guidance Caps Curve Steepening
U.S. Equities
Generac Rises 33% on $8B Amazon Data Center Deal; Fluence Cuts Guidance
Research & Analysis
NSE IPO Priced at 42.9x Earnings as Gray-Market Premium Collapses
U.S. Equities
Ginkgo Bioworks (DNA) at $7.06: Why Earnings Collapse Doesn't Tell the Full Story
U.S. Equities
Halliburton Drops on Oil Weakness Ahead of Q3 Earnings Oct. 20
U.S. Equities
Generac Pops 37% on Amazon Equity Deal; Data Center Bet Worth $6.4B Revenue Target
U.S. Equities
EVI Industries Crushes Estimates on 11% Revenue Growth and Margin Expansion
Politics & Policy
CDC Director's Silence Deepens Measles Crisis as Guidance Falters
U.S. Equities
Nvidia's 77% Revenue Growth Leaves Sensata, IPG Photonics in the Dust
DeFi & On-Chain
Fomo's Daily Revenue Surpasses Pump.fun on Solana
U.S. Equities
Broadcom's $57.6B AI Revenue Bet: Why Wall Street Is Missing the Trade
U.S. Equities
Nvidia's $700B Revenue Target: Supply Constraints Hide Upside to $580
Technology
Amazon Brings Ad Sales to ChatGPT, Validating OpenAI's $1B Revenue Run Rate
Technology
Adobe Hits $6.76B in Q3 Revenue, Crosses 1B MAUs on Freemium Bet
U.S. Equities
Jabil Shares Fall 2.75% Ahead of Sept. 30 Earnings; Analysts Hold Despite Strong Growth Forecasts
DeFi & On-Chain
Fomo's Daily Revenue Surpasses Pump.fun as Solana Trading Grows
DeFi & On-Chain
DeFi Protocols Link Revenue to Tokens as Bitwise CIO Eyes Valuations Doubling
U.S. Equities
Motorola Solutions Raises Buyback Authorization to $20B on Strong Guidance
Technology
Sony Clarifies Disc Cuts: 10 Percent Decline, Not 90, Extends Physical Revenue
U.S. Equities
Chime Jumps 10% on Stride Acquisition; ServiceTitan Sinks 19% on Weak Guidance
U.S. Equities
Canada's 50% Steel Tariff Threatens X, NUE; Watch EL, HOG Earnings for Margin Pressure
U.S. Equities
Robinhood Bets on Prediction Markets to Lift ARPU and Crypto Revenue
DeFi & On-Chain
Bitwise CIO: DeFi Valuations Could Double on Revenue-Capture Models
DeFi & On-Chain
Fomo Daily Revenue Surpasses Pump.fun on Solana