Markets and Investing
Earnings season
quarterly results and guidance
- Episodes
- 70
- Share
- 6.8%
- Shows
- 42
- Net sentiment
- +0.34
Up from 3.7% of episodes in the weeks before; net sentiment was +0.28.
Bullish 23Mixed 33Neutral 11Bearish 3
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 23
- Q3 revenue, gross profit and EBITDA grew strongly, and full-year market expectations were upgraded.AUDIOBOOM GROUP PLC - Q3 Results Trading Update · Investor Meet Company - Audio Archive · Oct 14
- Goldman Sachs and peers reported strong numbers, with Goldman seen as the best investment bank this quarter.CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/14/26 · Squawk on the Street · Oct 14
- Strategists expect strong Q3 growth in the mid-to-upper twenties despite tighter financial conditions.Closing Bell 10/12/26 · Closing Bell · Oct 12
- Hosts expect strong tech and consumer reports, though early bank results disappointed.Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In Focus · Stock Market Today With IBD · Oct 13
- Earnings are growing strongly, with bank reports largely positive and expected Q3 growth near 30%.Tuesday - October 13, 2026 · The Dividend Cafe · Oct 13
- Big bank results beat estimates strongly, with record net interest income and trading revenue lifting sentiment.THE 7,800 BREAKOUT - Big Banks Roar & The AI Agent Race! · The ELEVEN: US Markets · Oct 12
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- Q3 estimates revised higher and early reporters beating, though earnings breadth is a concern.Top of the Morning: CIO Strategy Snapshot - Q3 earnings, oil prices, inflation data · UBS On-Air: Market Moves · Oct 12
- Upward earnings estimates for Nvidia and Apple and strong expected S&P 500 earnings growth support the bullish view.This is the Cheapest Mag 7 Stock Right Now · Value Investor · Oct 16
- Record pre-tax and after-tax corporate profits and strong global profit growth support markets.Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 74) · UBS On-Air: Market Moves · Oct 15
- Strong S&P earnings growth around 15% expected for next two years, margins expanding.How should I be positioned? with Steve Chiavarone (Federated Hermes) and Jason Draho (UBS CIO) · UBS On-Air: Market Moves · Oct 14
- Earnings growth is strong and estimates keep rising, with big banks reporting this week.10AM Hour: Middle East Attacks Rattle Energy Markets, Social Security Commissioner, iPhone Demand Slowdown? 10/12/26 · Squawk on the Street · Oct 12
- Earnings growth is booming and estimates are rising, though deceleration is the key watch item.Hedgeye Investing Summit Fall 2026 | Jurrien Timmer, Director of Global Macro at Fidelity · Hedgeye Podcasts · Oct 17
- Major banks largely beat estimates, with Goldman, JPMorgan and UnitedHealth leading positive reactions.9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26 · Squawk on the Street · Oct 13
- Earnings growth has been unusually strong, lifting the market, though deceleration risks loom.The S&P Hit a Record. 73% of Stocks Are Below Their 50-Day. What Is Your Index Fund Betting On? · Two Quants and a Financial Planner · Oct 12
- Management is investing for long-term growth, so margin compression should give way to larger profit dollars later.The Biggest Investing Opportunity of 2027 Is Hiding in Latin America · The Deep End: Stock and Earnings Analysis from Futurum Equities · Oct 12
- Strong expected earnings growth led by tech, energy and communication services.The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26 · The Exchange · Oct 12
- Earnings growth above 25% for a third straight quarter can offset the impact of high interest rates.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
- Q3 earnings expected to surge around 30%, though 2027 profit growth should slow.A Season of Moderation in the Year of Boom and Doom · Notes on the Week Ahead · Oct 12
- Earnings growth remains strong and next-year estimates are rising, supporting equities.11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26 · Squawk on the Street · Oct 16
- Strong quarterly results and guidance for Q4 2026 signal robust near-term performance.ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle · Chip Stock Investor Podcast · Oct 14
- Strong expected Q3 earnings growth is seen as the main support for the bull market.Anthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26 · Power Lunch · Oct 14
- Earnings trade on Amazon paid off because of management's handling of capex concerns.How to Spot the Next Big Trade Before Wall Street | Chris Camillo · The Pomp Podcast · Oct 12
- Major Drilling reported record quarterly revenue, up about 22% year over year, signaling strong demand.The Mining Exploration Boom Has Barely Begun | Major Drilling · Mining Stock Daily · Oct 16
Bearish 3
- Host argues implied earnings moves are usually overpriced, so traders should not rely on them naively.Options Boot Camp 412: Volatility Scrooges: VIX Perps, Apple, VIX and more · The Options Insider Radio Network · Oct 15
- Albertsons reported flat quarterly revenue and declining same-store sales, a weak retail earnings signal.Hackers, Tariffs, and a $9.3 Billion Grocery Fight · Rethink Retail · Oct 16
- Big bank earnings were mentioned as weighing on SoFi shares ahead of the week's reports.The Hot Options Report: 10-14-2026 · The Options Insider Radio Network · Oct 14
Mixed 33
- Revenue missed but margins stabilized and costs fell, so the stock sold off while the outlook looks better.CNBC Investing Club: Cramer’s Morning Take on Wells Fargo 10/13/26 · Squawk on the Street · Oct 13
- Bank earnings are ahead, with Goldman seen as a value buy despite its recent rally.CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/12/26 · Squawk on the Street · Oct 12
- JPMorgan missed expectations but guidance and net interest income were encouraging, so reaction was mixed.The Big 3: JPM, GOOGL, AMD · Schwab Network · Oct 13
- Strong bank results and very high expectations left stocks falling despite beats.US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix · Market Watch · Oct 14
- Strong year-over-year results and rising 2027 outlook offset by a sequential step down and a fading stock.JPMorgan Chase (JPM): Slashing Buybacks 84% & Blocking Rogue Bots [Q3 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 14
- Big bank results beat or missed in mixed fashion, with a JPMorgan miss and strong card spending offsetting weaker trading and investment banking signals.Bank Earnings Have Entered the Upside Down · Motley Fool Hidden Gems Investing · Oct 13
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- Big banks and health insurers delivered mixed results, with trading strength offset by weak fixed income and sales.Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI · The Rundown · Oct 13
- Quarterly production rose but basket and chrome prices softened versus the prior year.2511: Tharisa: Q4 PGM production up, more growth on the way · The Vox Markets Podcast · Oct 13
- Banks beat expectations overall, but stocks reacted poorly and investment banking fees and credit costs raised concerns.Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine · The Compound and Friends · Oct 13
- Panelists debate whether elevated expectations and guidance can support the rally, with mixed conviction.High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26 · Halftime Report · Oct 12
- Banks posted strong investment banking results but missed on revenue and fixed income trading in places.Market Cracks Under AI Debt Burden | The Weekly Wrap · The Real Eisman Playbook · Oct 16
- Company results show mixed outcomes, with some beats, some downgrades and falling sales.the call: Thursday 15 October · The Call from ausbiz · Oct 15
- Banks beat and missed mixed; guests stress gross margin and revisions as key signals for the quarter.the Exchange 10/13/26 · The Exchange · Oct 13
- Banks beat on some lines but missed on revenue, with mixed reaction in trading.11AM Hour: Dell CEO on AI, Wells Fargo CFO on Earnings & UnitedHealth's Beat and Raise 10/13/26 · Squawk on the Street · Oct 13
- Strategists expect solid Q3 results but guidance and sentiment are fragile, leaving the reaction uncertain.Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26 · Closing Bell · Oct 12
- Banks show slowing deal activity and weak mortgage lending, but Dimon's outlook and steady consumer spending support sentiment.JPMorgan CEO Jamie Dimon has his eye on global deficits · Sozzi Unleashed · Oct 13
- Profit growth expected near 30% is strong, but valuations may not be supported by results.Has Nvidia Become Too Big To Fail? · Prof G Markets · Oct 13
- Banks mixed, with JP Morgan missing and Goldman and Citi solid; UNH and J&J beat and raised guidance.Uncrowding | Christian Fromhertz, TTG | Jonathan Corpina, Meridian | Oct 13, 2026 · PreMarket Prep · Oct 13
- Banks and UnitedHealth beat, but guidance and broadening of earnings growth remain uncertain.Morning Call 10/13/26 · Morning Call · Oct 13
- Early results were solid but markets showed muted reactions, with second-derivative growth concerns ahead.Closing Bell 10/13/26 · Closing Bell · Oct 13
- Trading updates drove large moves, with some beats rewarded and profit warnings punished.2513: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott · The Vox Markets Podcast · Oct 16
- Goldman Sachs beat on trading revenue while JP Morgan missed on EPS despite revenue growth.US Economy Report Card - The Real Estate Blood Bath Worsens, Bonds Show Strength, and Inflation Reports Loom | Money Moves · Millionaire Mindcast · Oct 14
- Upcoming reports from TSMC, Meta and Gilead are seen as key tests of the AI trade with uncertain outcomes.Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In Focus · Stock Market Today With IBD · Oct 14
- Banks beat estimates, but margin pressure and cost squeezes were flagged.11AM Hour: Morgan Stanley CEO, Merck CEO & Former NEC Director Gary Cohn 10/14/26 · Squawk on the Street · Oct 14
- Big banks beat expectations early, but stocks ended lower, muting the positive reaction.DHUnplugged #821: Gold Standard Ahead · DHUnplugged Podcast · Oct 14
- Solar stocks look cheap after steep declines, but tariff questions and early earnings timing create uncertainty.Storage Beats Peakers By 65%, Permitting Gets Juicy, and How Large Loads Pay And Play · Boots on the Ground with Yann Brandt and Abby Hopper · Oct 13
- Several names face downgrades or short-term delays, though Thorne expects recovery and growth.2510: The Exchange with James Thorne of Columbia Threadneedle · The Vox Markets Podcast · Oct 12
- Upcoming results and guidance from hyperscalers will drive short-term index moves.Monday - October 12, 2026 · The Dividend Cafe · Oct 12
- Upcoming big-tech earnings could trigger whipsaw moves in AI names and defensive stocks.Stocks Rebound As Yields Dive; Disney, Urban Outfitters, Paycom In Focus · Stock Market Today With IBD · Oct 15
- Forecast cash flow multiples suggest Blue Moon and peers may be cheap, but prices may normalize.Have We Missed The Tungsten Rally? Elmet Group & Blue Moon Metals · Catt Calls: No Fear Finance · Oct 12
- Strong AI-linked earnings support prices, but banks may disappoint under higher rates.Why Stocks Keep Setting Records While Rates Rise, Plus New Tax Breaks for Seniors Over 65 · Money Matters with Dean Greenberg · Oct 12
- Individual stock results and guidance drive mixed reactions across the small-cap picks.the call: Monday 12 October · The Call from ausbiz · Oct 12
- Bank earnings were mixed, with strong credit quality offset by bond portfolio marks.9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26 · Squawk on the Street · Oct 16
Neutral 11
- Upcoming earnings, especially Meta and hyperscaler capex, are seen as key catalysts ahead.Market Expectation Breaker; Apple, Eli Lilly, Cheesecake Factory In Focus | Stock Market Today · Stock Market Today With IBD · Oct 16
- Upcoming bank and chip-equipment earnings are awaited for credit quality and industry demand signals.5 Stocks to Sell for Tax-Loss Harvesting · The Morning Filter · Oct 12
- Hosts preview the upcoming bank earnings calendar for the week without taking a directional view.The Option Block 1507: Walking the Razor's Edge of a Solar Storm · The Options Insider Radio Network · Oct 12
- Upcoming week of earnings from Tesla, Intel, IBM, Netflix and others is flagged as a watch item.Oil tops $100 AI Rout as Chips Sink for 8th Day · MPC Markets Morning Call · Oct 18
- Discussion centers on individual company results, trading updates and guidance rather than a broad season narrative.the call: Friday 16 October · The Call from ausbiz · Oct 16
- Rising all-in sustaining costs were noted, with upcoming quarterly results mentioned.Idaho Strategic Resources CEO John Swallow on Funding Growth Without Dilution · Mining Stock Daily · Oct 14
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- Forward guidance, especially on capex and bank results, will drive reactions this week.Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal · RiskReversal Pod · Oct 13
- US earnings season is noted as starting, with brokers' forecasts seen as often beaten.the call: Tuesday 13 October · The Call from ausbiz · Oct 13
- Production figures for Florida Canyon are due soon, with guidance requiring a strong second half.Integra Resources: The Expensive Work Is Almost Behind Us · Mining Stock Daily · Oct 13
- Big banks report Tuesday; watching trading revenue and rising loan delinquencies.The Morning Allocator: IMF says AI carried world trade; UK shoppers stick to the food aisle; China's memory-chip push rattles Seoul · The Angus Briefing · Oct 13
- KPMG survey shows CEOs confident about their own growth despite macro uncertainty.11AM HOUR: Squawk on the Street 10/15/26 · Squawk on the Street · Oct 15
Around it
Shows that covered it most
- Squawk on the Street10
- The Call from ausbiz4
- Stock Market Today With IBD4
- Closing Bell3
- The Options Insider Radio Network3
- The Vox Markets Podcast3
Travels with
Themes in the same episodes, against chance.
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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