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 $3 billion in 2026. Investors will be looking for updates on ad revenue, engagement, monetization and the number of users choosing th
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[Stock Prediction] How will NFLX close after its earnings report?
[Stock Prediction] How will NFLX close after its earnings report?
[Stock Prediction] Can TSM Beat Again?
TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),$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?
[Events] Alphabet, Amazon, Microsoft, or Meta — Who's Your Pick This Week?
It’s the busiest week of the earnings season, with five “Magnificent Seven” members likely to set the tone for the rest of the market. Alphabet, Amazon, Microsoft, and Meta Platforms are all reporting. With AI infrastructure spending at record levels, cloud competition intensifying, and markets watching every margin move, which company will deliver the biggest post-earnings surprise? 🔍 Quick Earnings Snapshot $Microsoft(MSFT)$ (reports April 29, after the bell) Analyst Estimates: Double-digit revenue and EPS growth expected YoY. Microsoft has poured $37.5B into capex — and management still says demand outpaces supply. The stock is already up 19% since late March, fueled by AI momentum following the release of the Claude Mythos model. Azure growth
[Events] Alphabet, Amazon, Microsoft, or Meta — Who's Your Pick This Week?
[Earnings Debrief] How Does GS View $TSLA Q1 2026?
The Bottom Line $Tesla Motors(TSLA)$ reported Q1 2026 results after the close on April 22, and the numbers came in ahead of expectations on nearly every metric. Total revenue hit $22.4 billion, up 16% year over year and roughly 6% above Goldman Sachs' estimate of $21.2 billion. Profitability surprised: non-GAAP EPS came in at $0.41, well above Goldman's forecast and $0.06 ahead of the Street consensus at $0.35. Free cash flow was $1.44 billion, a sharp reversal from prior consensus views of negative or breakeven generation. Cash, cash equivalents, and investments rose $0.7 billion QoQ to $44.7 billion. Auto Revenue & Margins: Higher ASPs Drove the Beat Tesla's automotive revenue hit $16.2 billion, up 16% YoY and roughly $770 million above GS'
[Earnings Debrief] How Does GS View $TSLA Q1 2026?
Apple Earnings Focus: How Do GS & MS Expect This Quarter?
$Apple(AAPL)$ earnings is due at the end of this month, overlapping almost perfectly with the CEO transition news. Major banks’ latest research points to two key conclusions: Why it could beat: iPhone and Mac are both stronger than expected Goldman Sachs forecasts iPhone revenue of $56.6 billion this quarter, up 21% year over year, slightly above the market consensus of 19%. The drivers are: 17% higher average selling prices, thanks to the iPhone 17 Pro series removing the 128GB base option and introducing a 2TB storage option A strong rebound in China market share, which rose 33% YoY in Q1, even as the broader smartphone market fell 3% The Mac business is also expected to grow 12% YoY, with MacBook Neo delivery times stretching to 18.5 days, a cl
Apple Earnings Focus: How Do GS & MS Expect This Quarter?
[Stock Prediction] How will TSLA close on Thur, April 23, following their earnings?
$Tesla Motors(TSLA)$ is set to report Q1 2026 earnings after the close on April 22 (ET). According to estimates on the Tiger Trade app, Tesla is expected to post $22.74 billion in revenue, up 7.71% year over year, with EPS of $0.382, down 2.39% from a year ago. What to watch Tesla delivered 358,023 vehicles in Q1 while producing 408,386, meaning production once again ran ahead of deliveries. That has put inventory back in focus. Investors will be watching closely to see whether Tesla has to lean further on discounts and incentives to move cars, and whether auto gross margins take another hit. For Tesla, the biggest issue is not just softer deliveries. It is the risk that weaker demand and continued pricing pressure could squeeze profitability even
[Stock Prediction] How will TSLA close on Thur, April 23, following their earnings?
[Stock Prediction] How will NFLX close on Fri, April 17, following their earnings?
$Netflix(NFLX)$ will report Q1 2026 earnings after the market closes on April 16. Netflix is expected to post $12.18 billion in revenue, up 15.81% YoY, with EPS of $0.76, up 33.26% YoY. What to watch The ad-supported plan is still one of Netflix’s biggest growth drivers. Investors will be watching ad demand, monetization, and how much room this segment still has to grow. Netflix raised the price of its ad-supported plan in the U.S. at the end of March. This earnings report may offer the first look at how users are reacting. Beyond revenue, the market will also be looking at operating margin, content spending efficiency, and cash flow. So the question is simple: After earnings, does NFLX go up or down? 🎁Events Details What do you think will happen
[Stock Prediction] How will NFLX close on Fri, April 17, following their earnings?
[Stock Prediction] Tencent or Alibaba — Which one are you betting on this earnings season?
This week, two Chinese tech giants are stepping into the spotlight: $TENCENT(00700)$ and $BABA-W(09988)$ $Alibaba(BABA)$ Which one are you betting on this earnings season? What to Watch $TENCENT(00700)$ reports on March 18 Wall Street is expecting revenue of about RMB 193.5 billion, up 14.6% from a year ago. EPS is expected to come in at RMB 7.02, up 28.5%. Tencent’s main business still looks strong. Gaming should remain the backbone, with older hit titles still bringing in cash and newer games adding extra support. Its international gaming business is also expected to stay strong. Advertising is another bright spot.
[Stock Prediction] Tencent or Alibaba — Which one are you betting on this earnings season?
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