Markets and Investing
Earnings season
quarterly results and guidance
- Episodes
- 47
- Share
- 4.8%
- Shows
- 37
- Net sentiment
- +0.32
Up from 3.1% of episodes in the weeks before; net sentiment was +0.25.
Bullish 17Mixed 16Neutral 9Bearish 5
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 17
- Micron expected to beat with strong estimate revisions, though the stock may still fall on results.SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story · Investing Experts · Oct 11
- Strong expected S&P 500 earnings growth of about 30% is supporting markets despite higher rates.ep 402 | The week ahead - Another cracking earnings season expected · On Point · Oct 10
- Forward earnings growth near 38% is powering the market despite higher yields and oil.Why The S&P Just Hit A Record High — Despite Soaring Yields · Prof G Markets · Oct 7
- Record revenue, cloud ACV growth, margin expansion and a strong order book beat the prior year.Netcall (NET) Final Results Presentation - October 2026 · PIWORLD Investor Podcasts · Oct 7
- Host expects strong S&P 500 earnings growth, with analysts forecasting near 30% gains.3 reasons Nvidia and AMD stocks can't stop climbing · Sozzi Unleashed · Oct 5
- Strong nominal growth and reasonable multiples keep the earnings outlook favorable despite slowing growth.Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility · The Markets · Oct 9
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- Cramer argues Delta's results were misread, since demand stayed strong despite rising fares.CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26 · Squawk on the Street · Oct 9
- Record high count of positive guidance suggests companies expect results to beat analyst forecasts.Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power · The Rundown · Oct 6
- Q3 earnings growth expected near 29.5%, with tech earnings projected up 65%.108 Wealth Weekly Market Wrap – 10 Oct 2026 · Weekly Markets Brief from 108 Wealth · Oct 10
- Banks and others expected to post solid results, though high expectations for AI-linked companies pose risk.Closing Bell Overtime 10/9/26 · Closing Bell · Oct 9
- Small and mid-cap earnings growth expected at 20-30% over the next few years.Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big Tech · Excess Returns · Oct 7
- UPS CEO Carol Tomé on People-First Leadership and the Future of Logistics · WSJ Leadership Institute Presents: Leaders · Oct 5
- Strong expected earnings growth and upward 2027 estimate revisions support the market outlook.Closing Bell 10/9/26 · Closing Bell · Oct 9
- Strong expected third-quarter S&P earnings growth supports equities near term.Charter House Rules - Ep 3 | A Tax, Not a Verdict · Charter House Rules · Oct 8
- Revenue and earnings growth have been strong for four quarters, supporting expectations for the upcoming season.Morning Call 10/9/26 · Morning Call · Oct 9
- Companies keep beating estimates with strong margins despite inflation pressures.Data Centers, AI Spending and Higher Rates 10/7/26 · Closing Bell · Oct 7
- Street expects strong third-quarter EPS growth, giving underperforming sectors a chance to catch up.S&p 500 Hits Record High… And 10/6/26 · CNBC's "Fast Money" · Oct 6
Bearish 5
- Onsemi is lagging its 2027 targets, with 2026 profitability metrics expected to fall short.Onsemi Buys Synaptics for $5.7B Cash: Balance Sheet Risk & ON Stock Outlook · Chip Stock Investor Podcast · Oct 10
- Hosts expect guidance cuts and sharp drops as firms face higher costs and uncertainty.Did Google just revive the nuclear trade? · Wall Street Unplugged - What's Really Moving These Markets · Oct 7
- Expectations rose unusually in a few sectors, raising the risk of disappointment.Stocks, Gold & Bitcoin Could Rally. Did OpenAI Light the Fuse? · The Market Notebook | Market analysis with Nico de Bony · Oct 11
- AI-linked stocks sank after OpenAI revenue details surfaced, showing investor sensitivity to disappointing numbers.OpenAI Annualized Revenue FAIL Cause AI Stock to Fall for NVIDIA, Oracle, CoreWeave - OpenAI is DEAD · Eli the Computer Guy · Oct 11
- Speakers note 401k investors pay high prices for weak earnings compared with history.Why Financial Education Matters More Than Financial Advice · Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business · Oct 7
Mixed 16
- Hosts see strong chip growth but weakening bank and insurer results, making earnings reactions uncertain.AI Chips And Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA And More · Earnings Cheat Sheet With IBD · Oct 9
- Upcoming reports could set the tone for chips and banks, but expectations are high and outcomes uncertain.AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & More · Investing With IBD · Oct 9
- Costco beat and FedEx holiday outlook seen strong, while gasoline distorts some results.CNBC Investing Club: Cramer’s Morning Take on Fedex 10/8/26 · Squawk on the Street · Oct 8
- Trading updates, profit warnings and results drive many stock-specific views.2507: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott · The Vox Markets Podcast · Oct 9
- PepsiCo beat revenue estimates but cut its EPS guidance sharply, signaling consumer pressure.PepsiCo Modera Expectativas, TSMC Confirma Demanda y Samsung Factura Récord · Market Insights · Oct 8
- Pepsi's upcoming earnings are framed as pivotal, with domestic growth slowing and the stock near a five-year low.Pepsi Earnings, Saudi Aramco on Oil, Plague in Siberia, & Sorkin's UB Talk: TWSS 46 - 10.5.2026 · Sift Stack · Oct 6
Show 10 moreShow fewer
- McCormick beat estimates on sales and EPS, but organic growth was weak and profits fell.Commerce Riff with Sri & PVSB - October 6, 2026 · The CPG Guys · Oct 6
- Recent retail results show resilience but punish retailers that misjudge products or pricing.Retail Winners Emerge as Consumers Spend Carefully · Schwab Network · Oct 8
- Third-quarter S&P 500 earnings growth is expected to be strong but slowing, with cyclical sectors lagging.Treasury Auctions Next After New Highs for Nasdaq · Schwab Market Update Audio · Oct 6
- Banks have sold off into earnings with sentiment poor, so reports could be a relief or a challenge.Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26 · CNBC's "Fast Money" · Oct 9
- Strong expected earnings support tech, but slower growth ahead and banks weighed down into reports.Closing Bell 10/7/26 · Closing Bell · Oct 7
- Stable reported revenue after shutting high-risk accounts, with growth underlying in healthy revenue.2505: Q&A with Molecule Group CEO Michael Kraftman, and CFO Keith Butcher · The Vox Markets Podcast · Oct 7
- PepsiCo beat estimates but cut profit outlook; banks and others report upcoming results amid rate concerns.10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26 · Squawk on the Street · Oct 8
- Individual results discussed, with Fisher & Paykel and Hansen showing mixed reactions to guidance and outlook.the call: Wednesday 7 October · The Call from ausbiz · Oct 7
- CVS posted a strong quarter and raised guidance, but Caremark pressures drove the stock down sharply.Mad Money w/ Jim Cramer 10/6/26 · Mad Money w/ Jim Cramer · Oct 6
- Samsung and TSMC strong results, but stocks like Pepsi and Levi viewed with mixed expectations.9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26 · Squawk on the Street · Oct 8
Neutral 9
- Discussion of quarterly guidance practices and reporting monthly sales, described factually as a transparency choice.The CFO lessons behind Costco's long-term strategy · INTHEBLACK · Oct 6
- Upcoming chip and bank earnings are framed as pivotal events that will validate or complicate the AI narrative.$NVDA — AI Snapback, a Split Tech Tape, and a Heavy-Volume Nvidia Pullback — How Investors Should Parse the Weekend Pause · Alpha Casts - AI Market Intelligence · Oct 11
- Upcoming US bank results were flagged as the next market focus, without a clear lean.AM 08 Oct 26: ASX under pressure as Wall Street retreats · CommSec Market Update · Oct 7
- Constellation reports earnings November 9 within the trade window.The Big 3: CEG, NTAP, CIEN · Schwab Network · Oct 8
- Gap-up earnings reactions are discussed as a setup for entering stocks with defined exits.Indexes Finish On A Positive Note; Datadog, Snowflake, Dell In Focus · Stock Market Today With IBD · Oct 9
- Upcoming reports and management outlooks on AI capex and margins will be closely watched.What 26 Million Paychecks Reveal About the Economy (With Nela Richardson) · On Investing · Oct 9
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- Discussion focuses on project studies rather than quarterly results, so no clear earnings-driven view.Magna Mining Moves Forward With Levack Mine Restart · Mining Stock Daily · Oct 8
- DoorDash's settlement and back-pay costs are mentioned without a market-level view.How the ‘Delivery Protection Act’ Takes on Amazon · It Could Happen Here · Oct 7
- Discussion of market breadth and index records beneath the surface of mega-cap leadership.What Rising Bond Yields Mean for the IPO Pipeline · Schwab Network · Oct 6
Around it
Companies named
- PepsiCo 8
- JPMorgan 5
- Bank of America4
- Constellation Brands 3
- Costco 3
- Levi Strauss 3
Shows that covered it most
- Closing Bell4
- Squawk on the Street4
- Schwab Network3
- CNBC's "Fast Money"2
- The Vox Markets Podcast2
- Sozzi Unleashed1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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