#earnings
16 posts
#earnings Posts
NVIDIA Q1 2026 Earnings Preview: B200 Demand & EPS Outlook (NVDA)
NVIDIA reports Q1 2026 results in May. Analysts expect EPS of $0.89 on $43B revenue, driven by Blackwell B200 GPU ramp and data center demand.
JPMorgan Q1 2026 Earnings: NII Holds as Trading Surges (JPM)
JPMorgan Chase Q1 2026 EPS beat estimates on record trading revenue and resilient net interest income amid tariff-driven volatility.
Microsoft (MSFT) Stock 2026: Azure AI Growth & Valuation Check
Microsoft's Azure cloud revenue grew 33% YoY in Q3 FY2026, driven by AI Copilot adoption. Is MSFT stock still undervalued at current levels?
Tesla Q1 2026 Earnings: Delivery Miss & Margin Pressure (TSLA)
Tesla reported Q1 2026 deliveries of 336,681 vehicles, missing consensus estimates. Can margins recover amid tariff headwinds and EV competition?
NVIDIA (NVDA) Data Center Outlook After Q1 2026 Earnings
NVIDIA's data center segment is forecast to hit $39B in Q1 2026 revenue, up 90% YoY. Can Blackwell supply keep pace with hyperscaler demand?
How to Build a Recession-Proof Portfolio in 2026
With tariff risk and Fed uncertainty rising, these 4 allocation strategies can help investors protect capital and capture upside in 2026.
US Energy Sector 2026: Oil Stocks vs. Clean Energy ETFs
WTI crude near $62 and IRA tailwinds create a split market: traditional oil majors vs. solar ETFs β which offers better risk-adjusted returns in 2026?
Dividend Growth Strategy 2026: 5 Stocks Beating Inflation
With CPI still above 3%, dividend-growth stocks yielding 4β6% offer real returns. Here are 5 S&P 500 picks positioned to outperform in 2026.
TSMC ADR (TSM) 2026: AI Demand Beyond Q1 Earnings
TSMC's N3 and CoWoS capacity is sold out through 2026. Here's why TSM remains a core AI infrastructure holding at $170.
Goldman Sachs Q1 2026: Trading Revenue Surges on Market Volatility
Goldman Sachs posted Q1 2026 EPS of $14.12, beating the $12.35 consensus as FICC trading revenue surged 32% YoY amid elevated macro volatility.
Netflix Q1 2026 Earnings: Subscriber Growth Beats Expectations
Netflix reported Q1 2026 revenue of $10.54B (+13% YoY), adding 5.1M paid subscribers as ad-supported tier momentum accelerates ahead of estimates.
Broadcom Q1 2024 Earnings: Custom Silicon and AI Networking Accelerate
Broadcom reports strong Q1 2024 driven by custom AI networking chips for hyperscalers and AI accelerator backplane solutions. Company guidance raised on robust data center capex.
TSMC Q1 2024 Earnings: Record Revenue Driven by AI Chip Demand
Taiwan Semiconductor's Q1 2024 report shows record revenue (NT$686.7B, +47% QoQ) driven by AI infrastructure demand. Gross margins expanded to 57.9%, signaling premium pricing power for leading-edge chips.
Tesla Q1 2026 Earnings Preview β EPS Surging 60%, Electric Vehicle Rebound Signal?
Tesla reports Q1 2026 earnings on April 22. Wall Street expects EPS of $0.24, a 60% YoY jump. Recovery in gross margins and strong energy storage segment growth are the key stories to watch.
Netflix Q1 2026 Earnings Preview β Did the AI Subscription Strategy Pay Off?
Netflix reports Q1 2026 earnings after market close on April 16. Wall Street forecasts EPS of $0.79, up 15% YoY. Eyes are on advertising platform expansion and subscriber growth momentum.
Goldman Sachs Q1 2026 Earnings: Second-Highest Quarterly Revenue Ever, Record Equities Trading
Goldman Sachs reported Q1 2026 revenue of $17.2B (+14%) and net income of $5.6B (+19%), significantly beating Wall Street expectations. Equity trading hit an all-time record as market volatility driven by tariff uncertainty boosted trading revenues.