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08-05 14:36

[Stock Prediction] SNDK Earnings Tonight: Rally or Pullback?

SanDisk will report its fiscal fourth-quarter and full-year 2026 results after the US market closes on Aug. 5. According to Bloomberg, analysts expect quarterly revenue of $8.64 billion, up about 354% year over year, and adjusted earnings of $34.37 per share. $SanDisk Corp.(SNDK)$ SanDisk shares have been highly volatile ahead of earnings. The stock fell roughly 47% in July after previously trading above $2,350, as investors took profits and grew more cautious about AI spending, the memory cycle and competition from Chinese chipmakers. Recently, the stock has rebounded about 17% to around $1,427 as major technology companies continued to increase AI capital spending, reviving optimism around memory and storage demand. What to Watch AI storage dema
[Stock Prediction] SNDK Earnings Tonight: Rally or Pullback?
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08-04 16:13

[Stock Prediction] SpaceX Earnings Tonight: Rebound or Another Selloff?

SpaceX will report its first quarterly results as a public company after the market closes on Tuesday, August 4. Wall Street expects second-quarter revenue of about $6.9 billion and EBITDA of roughly $2.1 billion. $SpaceX(SPCX)$ SpaceX shares have fallen for five consecutive weeks. The stock is trading near $110, about 19% below its $135 IPO price and more than 50% below its intraday high of $225.64. More than $500 billion in market value has been wiped out since the stock peaked. Short sellers, meanwhile, have made an estimated $8.3 billion in paper profits since the IPO. Another major test will come after earnings. Around 912 million shares, worth nearly $100 billion, are expected to become eligible for sale on August 6 as lockup restrictions ex
[Stock Prediction] SpaceX Earnings Tonight: Rebound or Another Selloff?

[Stock Prediction] AMD Earnings: Break $500 or Fall Back?

AMD is set to report its fiscal second-quarter earnings after the market closes on Tuesday, August 4. Wall Street expects revenue of approximately $11.3 billion, representing growth of 47% year over year and 10% quarter over quarter. The company has guided for a non-GAAP gross margin of around 56%. $Advanced Micro Devices(AMD)$ AMD shares have rallied sharply this year, driven by strong server CPU demand and growing expectations for its next-generation AI infrastructure platform. The company has secured major commitments from Microsoft, Meta, OpenAI and Anthropic, but investors are still waiting to see when those agreements will begin contributing to revenue. What to Watch Q3 guidance could be the real earnings event. AMD’s Helios r
[Stock Prediction] AMD Earnings: Break $500 or Fall Back?

[Events] Apple, Amazon, Microsoft, or Meta — Who's Your Pick This Week?

It’s a big week for U.S. tech earnings, with Microsoft, Meta Platforms, Apple, and Amazon all set to report their latest quarterly results. Are billions of dollars in AI spending finally turning into real business growth? After Alphabet’s earnings sparked concerns over rising AI costs and heavy capital spending, markets are watching closely to see whether Big Tech can prove that AI investments are paying off. Cloud growth, AI monetization, advertising strength, and profit margins will be the key battlegrounds. Which company will deliver the biggest surprise after earnings? $Apple(AAPL)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$
[Events] Apple, Amazon, Microsoft, or Meta — Who's Your Pick This Week?

[Stock Prediction] How will INTC close after its earnings report?

Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. $Intel(INTC)$ Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year
[Stock Prediction] How will INTC close after its earnings report?

[Stock Prediction] How will TSLA close after its earnings report?

Tesla is set to report second-quarter earnings after the market close on Wednesday, July 22. Analysts expect Tesla to report second-quarter revenue of around $26 billion and earnings of approximately $0.50-$0.54 per share. Automotive gross margin excluding regulatory credits is expected to remain above 18%. $Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ The company has already reported Q2 deliveries of 480,126 vehicles, up around 25% year over year, showing signs of recovery after several challenging quarters. However, investors are looking beyond delivery numbers. The key questions now are whether Tesla can stabilize margins, improve cash flow, and prove t
[Stock Prediction] How will TSLA close after its earnings report?

[Stock Prediction] How will NFLX close after its earnings report?

Netflix is set to report second-quarter earnings after the bell on Thursday, July 16. The stock has fallen nearly 25% over the past three months and has dropped after each of its last four earnings reports. $Netflix(NFLX)$ Analysts expect Netflix to report second-quarter revenue of about $12.58 billion and earnings of $0.79 per share. Netflix previously guided for second-quarter revenue of about $12.57 billion, up 13.5% year over year. What to Watch Advertising will be a major focus. Netflix’s ad-supported service has surpassed 250 million monthly active viewers, and the company expects ad revenue to double to about $3 billion in 2026. Investors will be looking for updates on ad revenue, engagement, monetization and the number of users choosing th
[Stock Prediction] How will NFLX close after its earnings report?

[Stock Prediction] Can TSM Beat Again?

TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),$Taiwan Semiconductor Manufacturing(TSM)$ After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate
[Stock Prediction] Can TSM Beat Again?

[Stock Prediction] How will MU close after its earnings report?

Click to vote! $Micron Technology(MU)$ will report its fiscal Q3 2026 earnings after the U.S. market closes on Wednesday. As one of the biggest winners in the AI memory trade, Micron’s earnings could set the tone for memory stocks and the broader AI hardware chain. Wall Street expects Micron to report revenue of around $34.66 billion and adjusted EPS of about $20, compared with $1.91 in the same quarter last year. Micron’s own guidance is revenue of $33.5 billion, plus or minus $750 million, and non-GAAP EPS of $19.15, plus or minus $0.40. Gross margin is expected to be around 81%, which would be a record high for the company. Micron has had a massive run over the past year, driven by strong demand for HBM and DRAM from AI data cente
[Stock Prediction] How will MU close after its earnings report?

[Stock Prediction] How will NVDA close Thursday after its earnings report?

Click to vote! $NVIDIA(NVDA)$ will report its Q1 earnings after the U.S. market closes on Wednesday. As the key name behind the AI trade, NVIDIA’s earnings could set the tone for the broader tech market. Wall Street expects NVIDIA to report EPS of around $1.76 and revenue of about $78.75 billion, well above last year’s level. Data center revenue is expected to reach about $72.85 billion, making it the biggest growth driver again. The options market is also pricing in a possible 7.56% move after earnings, so investors are clearly expecting a big reaction. What to watch This earnings report comes down to three things: First, can data center revenue beat expectations again? As long as AI computing demand stays strong, NVIDIA’s growth story is still a
[Stock Prediction] How will NVDA close Thursday after its earnings report?

NVIDIA Earnings: Goldman Is 34% Above Street — Is $219 a New Base or a Crowded Entry?

$NVIDIA(NVDA)$ has been setting new highs preearnings. Goldman's buy call. Goldman expects a "beat-and-raise" quarter but explicitly flags: the bar for outperformance is very high after positive supply chain signals from TSMC and SK Hynix have already elevated consensus. Q2 Preview: GS estimates revenue $87.7B (vs Street $85.1B, +3%), Data Center $82.1B (+4%). Two Signals the Market Hasn't Fully Priced ① $1 Trillion Data Center Revenue Visibility Blackwell + Rubin platform revenue runway. Goldman raised FY27/28 EPS to $9.35 / $14.80 — 14% / 34% above Street. FY29 EPS: $18.75, +42% above consensus. This isn't a small revision — it's a systematic repricing of NVIDIA's long-term earnings power. ② Agentic AI Creates a New CPU Demand Curve NVIDIA's CPU
NVIDIA Earnings: Goldman Is 34% Above Street — Is $219 a New Base or a Crowded Entry?

Circle Surged +16% as Agent Stack Embeds USDC into AI Payment! Citi Targets $243

$Circle Internet Corp.(CRCL)$ closed +15.9% at $131.76 (from $113.67), then held gains post-market at $131.20 (-0.43%). Revenue missed slightly on the top line, but RLDC and EBITDA both beat meaningfully — and the "Circle Agent Stack" launch gave the market a new narrative to price. Citi maintains Buy/High Risk, PT $243, implying +85% upside from here. Revenue missed, but it didn't matter — the real profit engine (RLDC) beat, and channel costs are compressing faster than expected: Distribution & Transaction Costs came in $405.4M vs Citi's estimate of -8.3%. Reserve Net Margin: 38% vs the 35% expected, +300bps. What Is Circle Agent Stack and Why Did the Market React? This is the most underappreciated signal in the report. Circle launched Circle
Circle Surged +16% as Agent Stack Embeds USDC into AI Payment! Citi Targets $243

ON Semiconductor: Automotive Inflection and AI Power Surge Lead Estimates

$ON Semiconductor(ON)$ reversed early losses to trade higher following its earnings report. While guidance exceeded Street estimates, the overall market reaction remained measured. The report highlighted two undervalued signals: first, the automotive cycle posted its first year-over-year (YoY) growth in seven quarters, signaling a potential (though not yet full-scale) recovery. Second, revenue from AI data center power chips surged +30% quarter-over-quarter (QoQ), far outstripping management's own "high-teens" forecast. This segment is expected to double in 2026, suggesting ON’s data center narrative is materializing faster than anticipated. Key Financials Revenue: $1.51 billion, slightly beating Street estimates of $1.49 billion (+1.3%). Gross Marg
ON Semiconductor: Automotive Inflection and AI Power Surge Lead Estimates

PayPal Slides 7.7% as Markets Look Beyond Beats for a New Growth Narrative

$PayPal(PYPL)$ closed down -7.7% ($50.39 → $46.49) on earnings day. While the financial figures were solid, the market remains focused on the strategic vision of the new CEO. As Goldman Sachs noted: "The numbers themselves are not in dispute; all eyes are on the conference call for the new CEO's strategic direction." PayPal announced a reorganization of its business lines (Checkout, Venmo, Payment Processing + Crypto, and Other) alongside a $1.5 billion cost-savings initiative. The market's primary concern is not this quarter’s performance, but whether the "next chapter" can deliver a compelling new growth logic. Key Financials Revenue: $8.353 billion, beating consensus of $8.05 billion (+4%). Adj. EPS: $1.34 (GAAP $1.21), beating consensus by app
PayPal Slides 7.7% as Markets Look Beyond Beats for a New Growth Narrative

Pinterest Gains on AI-Driven Ad Strength and Robust Q2 Guidance

$Pinterest, Inc.(PINS)$ closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations. The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth. Key Financials Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations. Q1 EPS: $0.27. FY26 EPS: Revised upward to $1.84 (from $1.76). Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaini
Pinterest Gains on AI-Driven Ad Strength and Robust Q2 Guidance

Palantir Earnings: Explosive Growth Meets Valuation Reality as Shares Dip Despite Beat

$Palantir Technologies Inc.(PLTR)$ closed -6.9% ($146 → $136) on earnings day. Despite a "blowout" report across all metrics, the stock suffered a "beat but drop" reaction. Revenue surged +85% YoY, margins hit 60%, and full-year guidance was raised by 10pts—every figure beat expectations, yet the share price fell. This is the fate of high-valuation AI stocks: expectations have been fully priced in, and every "beat" must be increasingly dramatic to sustain a rally. This has been a recurring dilemma for PLTR for several quarters; it is not a fundamental issue, but a valuation one. Key Financials Revenue: $1.633 billion (+85% YoY), beating Citi’s estimate of $1.551 billion (+5.3%). GAAP EPS: $0.34 vs. consensus of $0.28 (+21%). EBIT Margin: $60.2%$ v
Palantir Earnings: Explosive Growth Meets Valuation Reality as Shares Dip Despite Beat

AMD Q1 Earnings: Data Center Surge and AI Agent Demand Drive 16% Rally

$Advanced Micro Devices(AMD)$ rose +16.5% after hours ($355 → $414). Data Center results beat expectations, and Q2 guidance significantly exceeded Street estimates. The wave of AI inference and agents is shifting computing demand from "GPU dominance" to a full-stack era of "CPU + GPU + Memory." Lisa Su stated clearly: the demand for high-performance CPUs and accelerators driven by inference and AI agents is "accelerating rapidly," with EPYC and the MI450 series being direct beneficiaries. Key Financials Revenue: $10.3 billion (+37.8% YoY), beating Street estimates by +4%. Non-GAAP EPS: $1.37 vs. Street $1.28 (+7%). Gross Margin: 55.4% vs. Street 55.2%. Segment Performance Data Center: $5.8 billion (vs. Street $5.6 billion, a +3.6% beat). Gaming: $7
AMD Q1 Earnings: Data Center Surge and AI Agent Demand Drive 16% Rally

[Stock Prediction] How will AMD close Wed 05/06 after its earnings report?

Click to vote! Guess how Advanced Micro Devices will close on Wednesday, May 6, following its Q1 2026 earnings. Get it right and share 1,000 Tiger Coins with other Tigers! $Advanced Micro Devices(AMD)$ $GraniteShares 2x Long AMD Daily ETF(AMDL)$ AMD is scheduled to report its Q1 2026 results after the U.S. market closes on Tuesday, May 5 (ET), followed by its earnings call at 5:00 p.m. ET. 📌 Revenue estimate: $9.86 billion 📌 Revenue growth: +33% YoY 📌 Net income estimate: +197% YoY 📌 Expected gross margin: around 55% Earning Highlight AMD has been one of the hottest chip names recently. Since April, the stock has rallied sharply as investors price in stronger AI demand, tighter CPU supply, and potential up
[Stock Prediction] How will AMD close Wed 05/06 after its earnings report?

🎯 Q1 2026 U.S. Earnings Season: Real Winners or “Fake Beats”?

As of April 29, approximately 27.6% of S&P 500 companies have reported Q1 results. Current earnings season snapshot: 79% beat analyst expectations Blended earnings growth: +13.2% YoY Marks the 6th consecutive quarter of double-digit earnings growth While headline numbers remain solid, market reaction has become increasingly selective. In Q1 2026, earnings beats alone are no longer sufficient. The decisive factor is now forward guidance. Stocks are no longer being priced on what companies delivered last quarter, but on whether management can confidently signal continued outperformance. Below is a breakdown of this earnings season’s three major groups. 🚀 Group 1: Real Winners Beat + Raise = Repricing Higher These companies delivered both strong earnings and stronger forward outlooks, res
🎯 Q1 2026 U.S. Earnings Season: Real Winners or “Fake Beats”?

[Stock Prediction] How will Apple close Friday 01/05 following earnings?

$Apple(AAPL)$ will report Q2 FY2026 earnings after the market closes on April 30. Analysts expect revenue of around $109.6B and adjusted EPS of around $1.96. Apple’s key question this quarter is simple: can strong iPhone demand and Services growth support the stock, while supply chain costs remain under control? What to Watch iPhone demand remains the main driver. If Apple shows another strong quarter for iPhone sales, investors may become more confident in the upgrade cycle. Services is also important. With higher margins and steady double-digit growth, it can help offset pressure from rising hardware costs. The main risk is supply chain pressure. Memory prices and advanced chip supply remain key issues, so investors will watch whether Apple can
[Stock Prediction] How will Apple close Friday 01/05 following earnings?

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