TRADE WITH CONVICTION

Monday, October 19, 2026
RSS


← All Stories

Earnings
Colgate-Palmolive Reviews Personal Care Brands in Potential Portfolio Reset

Colgate-Palmolive is reportedly evaluating sales of some personal care brands, raising questions about portfolio focus, …

Sep 12, 2026
Earnings
Macy’s Guidance Raise Puts Turnaround Strategy to the Test

Macy’s Q2 beat and higher full-year guidance offer an early test of its turnaround, even as oil and Treasury yields pres…

Sep 10, 2026
Earnings
Macy’s Raises Full-Year Guidance as Turnaround Gains Momentum

Macy’s strong second-quarter results and raised full-year guidance could sharpen the market’s focus on US retail and dep…

Sep 10, 2026
Earnings
Chime Financial Shares Rally After $590 Million Stride Acquisition and Higher Guidance

Chime Financial shares moved higher after the fintech announced a $590 million cash acquisition of Stride and raised ear…

Sep 9, 2026
Earnings
Broadcom Earnings Could Set the Tone for Nvidia and the Chip Trade

Broadcom’s upcoming earnings are in focus as Nvidia momentum keeps semiconductor traders watching for signals on AI dema…

Sep 2, 2026
Earnings
Salesforce, CrowdStrike and Nvidia Beats Strengthen the Case for a Broader AI Rally

Salesforce, CrowdStrike and Nvidia beat expectations, supporting a broader AI thesis while Nvidia’s short-term weakness …

Aug 30, 2026
Earnings
Marvell Stock Slides 8% Despite Earnings Beat as Investors Question Google AI Revenue Timing

Marvell fell more than 8% after beating estimates, as investors focused on when its Google AI-chip agreement may generat…

Aug 28, 2026
Earnings
Nvidia Rally Sends S&P 500 and Nasdaq to Best Session Since August Ahead of Warsh Speech

Nvidia’s nearly 9% rally lifted major US indexes, while Kevin Warsh’s Jackson Hole speech sets up a policy-driven volati…

Aug 28, 2026
Earnings
Nvidia, Salesforce and CrowdStrike Earnings Sweep Keeps AI Trade in Focus

Three winning AI-linked calls put earnings momentum, semiconductor leadership and the September growth-stock setup under…

Aug 27, 2026
Earnings
Okta Stock Jumps 15% After Earnings Beat as AI Security Demand Accelerates

Okta shares rose 15% after topping analyst estimates, with new products driving 30% of bookings and dozens of AI deals c…

Aug 27, 2026
Earnings
S&P 500 Holds Near 7,676 as Sticky PCE Inflation Sets Up Nvidia Earnings Test

The S&P 500 is near 7,676 as sticky PCE inflation raises policy uncertainty ahead of Nvidia’s earnings report.

Aug 26, 2026
Earnings
CrowdStrike and Salesforce Earnings Will Test Whether the Software Rally Has Legs

CrowdStrike and Salesforce earnings will test whether the software rally can clear key technical resistance or trigger a…

Aug 26, 2026