Earnings
Latest VonTrend reports on Earnings — the trends, stocks, and setups that move before Wall Street catches on.
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Wall Street Stopped Paying for the AI Buildout
The chipmaker at the center of AI posted its fifth straight record quarter and raised every number that matters. It sold off anyway, and it was not alone.
Jul 16, 2026 -
HCA Says the ACA Cliff Could Cost It $1.2 Billion
The largest US hospital operator nearly doubled its estimate of the damage from expired Obamacare subsidies.
Jul 14, 2026 -
JPMorgan Just Posted the Biggest Profit in US Banking History
Five of the largest U.S. banks reported at once, and the same two forces lifted all of them: a wave of dealmaking and the most volatile trading quarter in years.
Jul 14, 2026 -
What If the Oil Shock Didn't Break Anything?
Delta beat Q2 estimates while oil pulled back and SK Hynix opened on Nasdaq. The first big earnings print came in clean.
Jul 10, 2026 -
Nike's Earnings Beat Was Mostly a Tariff Refund
The company's $0.72 in quarterly profit included a $0.52 benefit from recovered tariffs, while sales in China fell 12%.
Jun 30, 2026 -
Concentrix Trades Below Book Value as AI Eats Its Business
The customer-experience giant slashed its full-year outlook and the stock fell to a multi-year low. The whole human-labor services sector is being repriced for automation.
Jun 30, 2026 -
AeroVironment's Revenue Doubled to $2 Billion After Its Biggest Deal
The BlueHalo acquisition turned a small drone maker into a defense autonomy platform. Loitering munitions and counter-drone systems now drive most of the revenue.
Jun 30, 2026 -
FedEx Beat the Quarter and Lost on Next Year
FedEx posted record fourth-quarter revenue in its first report without the Freight unit, then guided the new year below what investors wanted.
Jun 24, 2026 -
Carnival Set a Revenue Record and the Stock Fell
The cruise line topped profit estimates and posted its best second quarter ever, then lowered its full-year yield outlook as the Middle East conflict cut into European bookings.
Jun 23, 2026 -
FedEx Reports Its First Earnings Without Freight Tuesday
The company finished spinning off its less-than-truckload unit three weeks ago. Tuesday's report is the first clean look at what is left.
Jun 22, 2026 -
Nike's Stock Is Back Where It Was a Decade Ago
The North America business is finally growing again, but China is the number that decides whether the turnaround sticks.
Jun 19, 2026 -
La-Z-Boy Fell 7% Today, Then Beat Estimates by More Than 50%
The market sold the furniture maker on the morning's housing-starts collapse, then it posted retail sales up 11% and its strongest operating margin in years.
Jun 16, 2026 -
Oracle's Backlog Jumped $85 Billion in One Quarter and the Stock Fell 7%
Oracle answered the one question hanging over its stock, then watched investors sell the answer.
Jun 10, 2026 -
CrowdStrike Posted Its Strongest Quarter Ever and Dropped 9% on One Miss
Billings growth of 17.7% missed expectations, overshadowing record ARR, a swing to GAAP profitability, and a 4-for-1 stock split announcement.
Jun 3, 2026 -
Every Line in Palo Alto's Earnings Beat the Street
Revenue grew 31% to $3 billion, next-generation security ARR hit $8.1 billion, and management raised full-year guidance across the board.
Jun 2, 2026 -
HPE Beat Every Wall Street Estimate and Jumped 27% After the Bell
HPE raised full-year earnings guidance by more than 40% and nearly tripled networking revenue in a quarter that confirmed AI hardware demand goes deeper than GPUs.
Jun 1, 2026 -
Wall Street Expected $35 Billion From Dell and Got $44 Billion Instead
AI server revenue hit $16.1 billion in a single quarter, up 757% from a year ago, and the backlog is still growing faster than Dell can ship.
May 28, 2026