May 8, 2026
Datadog crossed the billion-dollar quarterly revenue milestone for the first time: Q1 2026 revenue $1.01 billion, up 32.2% year-over-year. Non-GAAP EPS $0.60 beat the $0.51 estimate by 17.6%. Full-year 2026 guidance raised dramatically to $4.30–4.34B from prior $4.06–4.10B — a $240M+ raise that signals accelerating AI monitoring demand. Stock surged +30% premarket. This is the AI observability thesis vindicated: every AI agent deployed needs monitoring, logging, and performance tracking — Datadog captures that revenue automatically as the AI ecosystem scales.
May 7, 2026
Airbnb delivered a clean Q1 2026 beat: revenue $2.68B (+17.9% YoY), 2.2% above analyst estimates. Q2 2026 revenue guidance raised to $3.57B, 3.1% above expectations. Stock +4% in after-hours. The standout context: Airbnb raised its forecast 'even as Iran war weighs on some markets' — confirming that global travel demand is resilient enough to absorb Middle East disruption. European, Asian, and domestic US markets are compensating for any lost Middle East/Gulf travel bookings. This is the first major post-conflict travel sector earnings, and the signal is constructive.
May 7, 2026
CoreWeave delivered a landmark quarter confirming the AI infrastructure buildout has no visible ceiling: Q1 2026 revenue $2.08B, more than doubling from $982M (+112% YoY). Revenue backlog hit $99.4B — nearly 12 quarters of revenue at current run rate already committed. Active computing power topped 1 GW — a datacenter-scale milestone. This is the definitive confirmation of the AI capex supercycle thesis. Five consecutive AI-adjacent earnings beats in one week: PLTR, AMD, APP, ARM, and now CRWV. The AI infrastructure stack from chips (AMD) to software (PLTR, APP) to cloud compute (CRWV) is uniformly accelerating.
May 7, 2026
MercadoLibre delivered its fastest revenue growth in nearly four years: Q1 2026 revenue $8.85 billion (+49% YoY), beating analyst expectations by 6.76% ($522M above consensus). However, EPS of $8.23 missed forecasts by 12.17% — margin pressure from aggressive expansion in Brazil fintech (Mercado Pago credit) and logistics infrastructure. Stock fell 7% in after-hours before recovering to −5%. The read: MELI is choosing growth over margins, investing aggressively in the $2T+ LatAm digital economy transition. The revenue beat is real; the margin pressure is intentional and potentially temporary.
May 7, 2026
Cloudflare reported a strong Q1 2026: revenue $639.8M (+33.5% YoY, 3% above $620.9M estimate), non-GAAP EPS $0.25 (7% above $0.23 estimate), full-year guidance $2.805–2.813B (narrowly beating $2.8B consensus). But the company simultaneously announced layoffs of 1,100 employees (~20% of workforce) citing AI restructuring — sales and support roles being replaced by AI tools. Stock dropped 18% in after-hours despite the operational beat. This is the 'AI disrupts the disruptor' story: Cloudflare sells AI-powered network security but is also automating away its own human workforce.
May 6, 2026
AppLovin delivered its strongest quarter ever: Q1 2026 revenue $1.842B (+59% YoY vs $1.159B prior year), net income $1.206B (+109% YoY), Adjusted EBITDA $1.557B (+66% YoY, 84.5% margin), free cash flow $1.3B. The AI-powered AXON advertising engine continues to take market share from legacy ad platforms at an extraordinary pace. Estimate: $3.40–$3.64 EPS. Stock reaction pending — options market priced a 12.5% swing in either direction.
May 6, 2026
ARM Holdings reported fiscal Q4 2026 results: adjusted EPS $0.60 vs $0.58 estimate (+3.4% beat), revenue $1.49B vs $1.47B consensus (+1.4% beat). The beat is modest but confirms the AI chip design licensing cycle remains intact. ARM's business model — licensing chip architectures to NVIDIA, Apple, Qualcomm, and every major semiconductor company — positions it as the toll booth on the AI hardware highway. Stock initially surged in AH then reversed on supply chain concerns for a new chip design. Q1 FY2027 guidance offered.
May 5, 2026
AMD delivered a historic Q1 2026 blowout: Revenue $10.253B vs $9.92B estimate (+$333M beat, +33% YoY), non-GAAP EPS $1.37 vs $1.29 estimate (+6.2% beat), Data Center revenue $5.8B +57% YoY — the company's largest segment growing faster than the overall business. Q2 2026 guidance of $11.2B vs ~$10.5B consensus — another massive beat on forward guidance. AMD surged +13.1% in after-hours trading. Lisa Su: 'Demand for AI compute continues to accelerate.' The MI300X/MI350 AI GPU cycle is delivering. AMD is now a $568B company and the clearest pure-play alternative to NVIDIA in AI infrastructure.
May 5, 2026
Occidental Petroleum delivered a massive Q1 2026 beat: adjusted EPS $1.06 vs $0.60 estimate (+76.7% beat), net income $3.2B ($3.13 diluted EPS), production 1,426 Mboed, free cash flow $1.747B before working capital. Debt repaid $7.1B in Q1, principal debt reduced to $13.3B. This is the oil windfall quarter — WTI averaging $102+ through Q1 directly translating to OXY's upstream unit margins. Rubio's 'offensive stage over' declaration signals some oil premium unwind ahead, but OXY's Q2 FCF story remains compelling above $90 WTI.
May 4, 2026
ON Semiconductor beat Q1 2026 estimates: EPS $0.64 vs $0.60 est (+6.7% beat), Revenue $1.513B at top of guidance range, GAAP gross margin 38.5%. Stock +1.05% AH to $104.11, approaching 52-week high of $105. After eight consecutive quarters of revenue compression, Q1 marks a potential inflection point driven by AI data center power management demand and silicon carbide (SiC) EV recovery.
May 4, 2026
Palantir Technologies crushed Q1 2026 estimates: EPS $0.33 vs $0.28 est (+18% beat), Revenue $1.63B vs $1.54B est (+6% beat), 85% revenue growth — fastest expansion since the company went public in 2020. US Government revenue +84% to $687M, accelerating from 66% last quarter. US Commercial +133% to $595M. FY2026 guidance raised to $7.65–7.66B vs $7.27B consensus. CEO Karp: 'Our financial results now demonstrate a level of strength that dwarfs the performance of essentially every software company in history at this scale.' US business expected to double again in 2027.
May 1, 2026
Exxon Mobil and Chevron both crushed adjusted EPS estimates in Q1 2026 — XOM adj $2.09 vs $1.07 est (+95%), CVX $1.41 vs $0.95 est (+48%). Revenue missed as Iran war disrupted supply chains and forced $3.9B in hedge losses at Exxon. Net income fell sharply (GAAP), but underlying operations were exceptionally strong. Both stocks held up well as oil retreated from the $126 Brent spike.
Apr 30, 2026
Apple Q2 2026: EPS $2.01 vs $1.94 est (+3.6%), revenue $111.2B up 17% YoY — best March quarter ever. Services $30.98B all-time record. Stock surges to $282.94 AH (+4.3%). Amgen beats on EPS ($5.15 vs $4.77) and raises 2026 guidance. Eli Lilly +16.9%, Caterpillar +19.3%, Valero +33.5% were the day's big prints.
Apr 30, 2026
Sandisk Q3 and Western Digital Q3 both beat expectations, confirming the AI storage demand supercycle. SNDK surges to $1,096 in after-hours. Rivian Q1 smaller-than-expected loss, reaffirms 2026 outlook. Full market close: S&P +1.02%, Dow +1.62%, VIX collapses -10.2% to 16.89. Defense sector led all day: RTX +1.90%, BA +2.20%.
Apr 29, 2026
Alphabet crushed Q1 with EPS $5.11 vs $2.67 estimate — a 91% beat. Google Cloud surged 63% to $20B. Amazon EPS $2.78 vs $1.65 (+69%). Microsoft Azure hit 40% growth. Meta beat on revenue at $56.3B. The AI capex cycle is accelerating: Alphabet raised guidance to $180-190B.
Apr 28, 2026
General Motors reported $3.70 vs $2.64 estimate (+40%), BP beat by +33% on WTI surge, Centene +58%, while GLW fell 9% on weak guidance despite a beat.
Apr 27, 2026
Verizon beat by 5.8%, Domino's missed and fell nearly 8%, Alliance Resource Partners cratered 53% vs estimates — April 27 earnings roundup.
Apr 24, 2026
Charter Communications implodes -25.5% on catastrophic subscriber losses. P&G beats quietly. SLB guides cautious. HCA in-line. Friday's 14 reporters summarized.
Apr 23, 2026
Intel Q1 2026 results: beat on EPS and revenue, strong Q2 guidance driven by AI data center CPU demand. INTC surged +16% after-hours. Major catalyst for AMD sector momentum Friday. Semis cycle inflection confirmed.
Apr 23, 2026
Lockheed Martin Q1 2026 results: missed EPS ($6.73 est) and revenue ($18.24B est). Free cash flow turned deeply negative — the key shock. Shares dropped ~5% pre-market, closed -4.48% at $530.55. Third consecutive defense prime to disappoint. Ray's signal engine had LMT at HOLD; no position held through print.
Apr 22, 2026
Tesla Q1 2026 results: slight EPS beat vs $0.36 estimate but vehicle deliveries missed by 7,600 units. Stock reaction mixed. IBM, TXN, NOW also reported AMC. PLTR surged +4.9% on defense premium.
Apr 16, 2026
Netflix reported Q1 2026 results after the close on April 16. Revenue barely beat estimates but shares fell sharply on soft forward guidance and slowing growth momentum.
Apr 15, 2026
ASML delivers €8.8B in Q1 sales, lifts 2026 guidance on AI chip demand surge despite China headwinds. Bank of America posts $1.11 EPS — highest in nearly two decades — on record equities trading and 9% NII growth.
Apr 14, 2026
BlackRock reported Q1 2026 EPS of $12.53 vs $11.50 estimate, a 9% beat. AUM hit record highs driven by strong ETF inflows and market appreciation. CEO Fink declared a 'strong start to the year' despite macro uncertainty. The results validate the asset management thesis and have bullish implications for the broader market.
Apr 14, 2026
JPMorgan Chase blew past Q1 2026 consensus with EPS of $5.94 vs $5.51 estimate, a 7.78% beat. Record equities and fixed income trading drove the outperformance. CEO Jamie Dimon delivered his characteristic dual message: business is strong, the world is dangerous. What it means for the rest of bank earnings week.
Apr 13, 2026
Fastenal met Q1 2026 EPS estimates at $0.30 and beat revenue expectations, but warned of rising tariff costs and petroleum-based product price increases. FAST stock dropped -6.85% despite solid fundamentals, reflecting market concern about margin headwinds heading into Q2.
Apr 10, 2026
Lotus Technology reported full-year 2025 results: revenue fell 44% YoY to $519M on tariff headwinds and model transition, but gross margin improved sharply to 9% from 3%. Operating loss narrowed 46%. New PHEV model deliveries started in China in March 2026. Stock rose on the results.
Apr 9, 2026
Simply Good Foods beats EPS by 13.6% but slashes sales guidance — stock -18%. Neogen misses on a small EPS line despite raising guidance. BlackBerry declares turnaround complete after Q4 revenue beat. CoreWeave signs $21B Meta AI deal.
Apr 8, 2026 DAL
DAL beats Q1 EPS by 12% despite $2B fuel headwind. Maintained guidance. Ceasefire-driven fuel relief is the double catalyst investors were waiting for.
Apr 8, 2026 RPM
RPM crushes Q3 estimates — EPS $0.57 vs $0.35 expected, a +61.79% beat. Adjusted EBIT +48.8%. Restructuring delivering ahead of schedule in a difficult macro.
Apr 8, 2026 STZ
STZ Q4 FY2026 catastrophic miss: GAAP EPS $1.16 vs $3.29 estimate, revenue $1.92B vs $2.396B. Beer and wine demand under sustained pressure. Guidance disappoints.
Apr 7, 2026 LEVI
Levi Strauss crushed Q1 2026 estimates with EPS of $0.42 vs. $0.37 expected — a 13.5% surprise. Full-year guidance raised. DTC momentum strong. Stock surged +7.46% after hours.
Apr 2, 2026 AYI
Acuity Brands missed Q2 FY2026 revenue estimates. EPS beat at $4.00+ but revenue came in light. Lighting and building controls company navigating tariff headwinds.
Apr 1, 2026 LW
Lamb Weston missed Q3 2026 estimates with EPS est. $0.61. Stock fell -8.94% to $38.48. Potato/french fry demand weakness, restaurant traffic trends, and commodity input costs the key drivers.
Apr 1, 2026 NKE
Nike missed on Q3 2026 earnings and cratered -15% after hours to ~$44. Revenue miss, gross margin pressure, weak North America wholesale. Tariff risk explicit in guidance.
Mar 31, 2026 MKC
McCormick reported Q1 2026 results BMO March 31, beating estimates. The same day, McCormick announced a transformational merger with Unilever's foods division — creating a global flavor giant. Stock surged.
Mar 31, 2026 NKE
Nike beat Q3 2026 EPS and revenue estimates but shares fell 3% after hours on China weakness and turnaround uncertainty. North America improving; Greater China down 7%.
Mar 31, 2026 PVH
PVH Corp beat revenue estimates with $2.51B (+5.6% YoY) and operating profit surged 18%, but posted a net loss of -$158M / -$3.46 EPS vs estimate of +$3.21. Stock closed higher on broad market rally.
Mar 31, 2026 RH
RH (Restoration Hardware) reported Q4 2025 results AMC March 31, 2026. Stock closed +5.91% on the day, riding the broad Iran de-escalation rally alongside earnings momentum.
Mar 27, 2026 CCL
Carnival beat EPS estimates by 8.9% ($0.20 vs $0.18) and topped revenue expectations. But full-year guidance was cut by ~11% on fuel cost headwinds from Iran-driven oil prices. Stock fell 2.9% to $24.55.
Mar 26, 2026 CMC
Commercial Metals Company (CMC) reported Q2 2026 EPS of $1.16 vs the $1.30 estimate — a -10.48% miss — on softening construction steel demand and tariff-driven input cost uncertainty. Ray's earnings recap.
Mar 26, 2026 JEF
Jefferies (JEF) posted Q1 2026 revenue of $2.02B (+26.6% YoY), beating estimates — but EPS of $0.70 missed consensus by 23.3%. Record investment banking drove the top line; expenses and comp costs compressed the bottom. Stock fell -1.8% to $39.27 AH. Ray's earnings recap.
Mar 26, 2026 KRMN
Karman Holdings (KRMN) delivered record Q4 2025 results: revenue $134M (+47% YoY), $801M backlog, and 2026 guidance calling for 53% revenue growth. Hypersonics and missile defense demand is accelerating. Stock -2.2% intraday but recovered +2.08% AH to $103.96. Ray's earnings recap.
Mar 26, 2026 TERN
Terns Pharmaceuticals (TERN) reported Q4 2025 earnings AMC March 25, but the real story is Merck's $6.7B all-cash acquisition at $53/share — a massive premium to pre-deal levels. TERN stock surged +6.38% to $52.78 on massive volume. Ray's recap on what the deal means for the obesity/NASH drug market.
Mar 25, 2026 CHWY
Chewy reported EPS of $0.27 vs $0.28 estimate — a -3.09% miss — yet the stock surged +11% intraday. The reason: management issued strong FY2026 revenue guidance that showed the pet e-commerce giant is accelerating. Ray's earnings recap.
Mar 25, 2026 PDD
PDD Holdings missed Q4 2025 earnings by 15.84% — EPS $17.69 vs $21.02 consensus. The Temu/Pinduoduo parent's worst quarterly miss in recent memory signals that US tariff headwinds are hitting results. Ray's earnings recap.
Mar 20, 2026 XPEV
XPEV reported its first-ever quarterly profit in Q4 2025 — a genuine milestone for Chinese EV. But weak forward revenue guidance overshadowed the historic beat, sending shares lower after the initial pop. Here's what the numbers mean.
Mar 19, 2026 ACN
ACN beat on revenue ($18.04B vs $17.6B est) and EPS ($2.93 vs $2.63 prior year, +11.4% YoY). Free cash flow surged +36.7% YoY. GenAI bookings accelerating. Stock +4.3% to $203.55.
Mar 19, 2026 BABA
BABA beat revenue estimates (¥284.8B vs ¥281B est) and EPS grew +4.2% YoY, but net income fell -66.7% on heavy cloud/AI reinvestment. Stock dropped -7.1% to $124.90 as the market focused on margin compression and macro headwinds.
Mar 19, 2026 FDX
FedEx Q3 blew past estimates -- $24B revenue vs $23.49B est, EPS $5.25 vs $4.17 est (+26% beat). Raised full-year profit outlook. Stock up +10.34% overnight to $392.92 after closing +1.82% on the session.
Mar 18, 2026 MU
MU beat Q2 EPS estimates decisively (AI/HBM demand confirmed), but Q3 revenue guidance came in below consensus — which is what the market traded on. IBD said obliterated; the market sold off. Both were right, describing different things.
Mar 17, 2026 ESLT
Israeli defense giant Elbit Systems reports a +25% EPS beat the same day Israel kills Ali Larijani. The defense sector earnings and geopolitical catalyst stack are telling the same story.