
Ed Yardeni just dialed back one of the boldest bull calls on Wall Street, but the reason has nothing to do with earnings, and that distinction changes everything about how investors should read the signal.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Ed Yardeni just dialed back one of the boldest bull calls on Wall Street, but the reason has nothing to do with earnings, and that distinction changes everything about how investors should read the signal.

LEN stock falls as Q3 earnings and revenues miss estimates and decline year over year. Weaker deliveries, pricing and margins reflect continued housing demand pressures.

Selective Insurance's investment income remains a major earnings driver, with higher yields and invested assets supporting growth despite moderating tailwinds.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how large-format grocery & general merchandise retailer stocks fared in Q2, starting with Target (NYSE:TGT).

Fluence Energy cut its fiscal-year revenue forecast as production delays and logistical problems disrupt its new Houston manufacturing facility.

Deckers Outdoor (DECK) is back in focus after management raised full-year EPS and gross margin guidance following its Q1 2027 earnings update, prompting investors to reassess the stock’s recent underperformance. Recent price action has been rough for Deckers Outdoor, with the share price down 13.5% over the past month and about 27% year to date, while the 1-year total shareholder return has declined 34.3%. As a result, the latest guidance upgrade lands against fading momentum rather than a...

Carbon capture could become a profitable bridge for the energy giant.

Costco (COST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investing.com -- Robinhood Markets (NASDAQ:HOOD) shares rose 6% Thursday following the Securities and Exchange Commission’s announcement of guidance permitting digital versions of securities to trade in the United States.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Airbnb (NASDAQ:ABNB) and the rest of the consumer internet stocks fared in Q2.
Moby summary of Aeluma, Inc.'s Q4 2026 earnings call
Adjusted EBITDA guidance moves to a $200 million loss from a $10 million loss

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Baird slashed its price target by 70% and downgraded the stock, highlighting ramp-up delays and guidance cuts as ‘material negatives’.

Ciena has been on a remarkable run over the past few years, helped by growing interest in AI-related networking, which puts a spotlight on whether the current share price is properly grounded in its earnings. After a sharp pullback in recent weeks despite upbeat company news, the core issue is whether the stock’s recent history or its profit power should carry more weight in your assessment. Over the past 3 years, Ciena has returned roughly 7x for shareholders, which raises the question of...

Micron and Nvidia have been highlighted in this Earnings Trends article.
Aeluma Inc (ALMU) targets the booming AI datacom market with proprietary photonics technology while navigating widening losses and heavy capital investments.
Carnival faces mounting cost concerns as fuel prices climb, while retail sentiment stays neutral ahead of its Sept. 29 earnings report.

Ferrari has rewarded patient shareholders over the past few years, and the stock now changes hands at a level that naturally raises a question about what its earnings are really worth. With the share price near recent highs and brand headlines back in the spotlight, the issue for anyone looking at Ferrari today is how much of that story is already embedded in the current multiple. Over the past 5 years the stock has delivered a total return of 102.1%, which puts real pressure on the current...

JD.com has seen its share price struggle in recent years, and that slump puts the focus squarely on whether today's valuation can be explained by what the business earns. With the stock under pressure, the key issue for investors is how well JD.com's current earnings profile lines up with the price on screen. Over the past 5 years the share price has fallen 59.7%, which raises a direct question about whether the current market value still matches the company’s earnings power. JD.com’s...

Aeluma (NASDAQ:ALMU) said fiscal 2026 established a foundation for commercializing its photonics technology for artificial intelligence data-center interconnects, as the company expanded its workforce, strengthened manufacturing relationships and raised capital to support development. Founder and C

AeroVironment, Inc. (NASDAQ:AVAV) reported on September 9, 2026, that revenue for fiscal Q1 2027, ended August 1, 2026, increased 6% to $480.5 million. Funded backlog reached approximately $1.5 billion at quarter-end, up from $1.2 billion at April 30, 2026. This represents remaining work under firm customer orders with funding already appropriated, providing a concrete base […]
Key Stats for PFE StockPast week performance: Consolidating52-week range: $24 to $29Valuation model target price: $28Implied upside: 2. 8% over 2.
Fluence now expects fiscal 2026 revenue of about $2.4 billion, down from a prior midpoint of $3 billion.

14 of the 16 Zacks sectors are currently expected to produce positive earnings growth in Q3, with six expected to see double-digit gains. This reflects the most broad-based earnings growth performance in recent times.

Moby summary of Ispire Technology Inc.'s Q4 2026 earnings call
A healthy deal pipeline has not prevented management from forecasting weaker third-quarter investment-banking revenue.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the defense contractors industry, including RTX (NYSE:RTX) and its peers.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the consumer discretionary - footwear stocks, including Nike (NYSE:NKE) and its peers.

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.