Catch the Drift

Earnings season decelerates slightly this week, but over 1,000 companies are still slated to report. The spotlight transitions from large-cap stocks to smaller entities. The highly anticipated earnings release from Palantir $PLTR will be disclosed after Monday's close. The stock recently emerged from a prolonged base, and momentum is currently in its favor. This shift is mirrored in the invest...

It is the peak of earnings season with the world’s largest company set to report after the close, but traders are a tad more interested in Amazon this quarter.  While it isn’t exactly strong, the stock is hovering over a support area.  The focus will be on when AWS growth resumes and potential upside on retail margins. Traders are anticipating a 7.1% move, which is down from the 9.5% average in re...

There are 550 companies set to report earnings in the next 24 hours.  Investors are most closely watching PayPal (PYPL), with expectations for a 9.0% move as the stock nears resistance.  Sentiment has improved during the quarter, but investors remain rather bearish the stock.  Investors are similarly watching Shopify (SHOP) this quarter and while options are priced for an 11.2% move, this is well...

There are approximately 300 companies scheduled to report earnings after the market closes today and before the market opens tomorrow. Among the companies reporting after the close today, AMD is likely to be the focus of investors' attention, with an options implied move of 7.85%, higher than its recent average move of 6.5%. Investor bullishness is at its highest level since late 2021. Other c...

Tomorrow will be a bustling day in the financial markets with approximately one hundred and 75 companies scheduled to report earnings after the market closes today and before it opens tomorrow. Among these companies are Norwegian Cruise Line NCLH, Uber Technologies UBER, Pfizer PFE, Arista Networks ANET, Caterpillar CAT, Enterprise Products Partners EPD, Merck MRK, Transocean RIG, JetBlue Airways...

We delve into an incredibly busy week for S&P 500 earnings, with a record number of companies scheduled to report. We kick off with a deep dive into SoFi and Onsemi's earnings announcement, scheduled for before the market open on Monday. Despite SoFi's impressive 46% rally since its last earnings, the investor community holds a bearish view. Onsemi, meanwhile, is facing investor skepti...