Earnings Recap: Oracle (ORCL) Q1 FY2027 — Cloud Beat Sends Shares Soaring
Oracle posted a Q1 FY2027 beat on both lines, with cloud infrastructure revenue more than doubling on AI demand. Shares jumped as much as 7% after hours.
Daily Brief — Sept 10, 2026: Oil Tops $100 Again as Oracle, Adobe Loom After the Bell
Pre-market brief: futures lower ahead of jobless claims and tomorrow's CPI, oil spikes 4% past $100 on Persian Gulf tensions, VIX up 7%, Oracle and Adobe report AMC.
Daily Brief: Oil Surge, Iran Tanker Strikes, and Apple's Ternus Era Begins
Pre-market brief for Sept 9, 2026 — futures dip as crude tops $95 on Iran tanker strikes, VIX ticks up, Chewy/Signet/Academy Sports beat, Adobe & Oracle loom Thursday.
Daily Brief: Houthi Strikes Hit Saudi Oil, Futures Slip as Crude Jumps
Dow futures down on Mideast escalation and oil spike; Nikkei/Kospi lead Asia higher; earnings loaded week with Casey's, FedEx Freight, GameStop tonight.
Daily Brief: Labor Day Lull — Iran Tanker Standoff Still the Swing Factor Into Tuesday's Open
Markets closed for Labor Day. Threat board holds steady on the Iran/Strait of Hormuz standoff while defense stocks sit at weekend-frozen levels. Earnings calendar thin on 9/7-9/8, ramps hard midweek with AeroVironment, Adobe, Kroger and more.
Weekend Watch: Jobs Report Rattles Markets, Fed's Rate Path Back in Play
Week in review — strong August jobs report knocks stocks lower into the weekend, defense stocks under pressure amid Ukraine escalation, and what's on deck for next week.
Daily Brief: Futures Slip as Gold Slides 2%, Diesel Hits Record High
Pre-market brief for Friday, September 4, 2026 — futures pull back after Thursday's rally, gold drops 2.2%, diesel prices at all-time high, light earnings docket, and rising geopolitical friction from Ukraine to the Falklands.
Daily Brief: Futures Firm After Rough Start to September, Gold Rips to $4,529
Pre-market brief for Sep 3, 2026 — futures higher, gold surges 2.6%, defense stocks slide, and a stacked earnings slate led by Ciena, Zscaler, Lululemon, DocuSign.
Daily Brief: Broadcom's Reset Test, Bond Yields Bite, Threat Board Quiet
Pre-open markets, geopolitical intel, commodities, and the September 2 earnings gauntlet — Broadcom, Snowflake, HPE headline a 42-name day.
INTC Q2 2026: Intel Stuns with 92% EPS Beat, Stock Sells Off on Profit-Taking
EPS $0.42 vs $0.22 est (+92% surprise). Foundry ramp ahead of schedule, AI chip demand strong. Stock -2.5% despite beat — profit-taking after 350% YTD run.
LMT Q2 2026: Lockheed Roars 10% on Iran War Orders, F-35 Ramp
EPS $7.94 vs $7.20 est (+10% beat). Middle East orders +$8.2B, F-35 production ahead of schedule. Stock +10.5% — biggest gain in 2 years.
RTX Q2 2026: Raytheon Crushes on Defense Surge, Backlog Hits $186B
EPS $1.89 vs $1.66 est (+13.7% beat). Missiles & Defense +18% YoY, backlog +$12B to record $186B. Stock +7.3% — Iran war orders drive multi-year visibility.
Lindsay Corporation Q3 2026: Irrigation Strength Delivers 27% Beat
Lindsay (LNN) crushes Q3 estimates with $1.53 EPS vs $1.21 expected. Infrastructure and irrigation demand drive upside.
Market Intel — Monday, June 30, 2026
Tech-led gains into quarter-end. Nasdaq +1.1% on semis strength. Oil down on Iran ceasefire. Nike earnings AMC today.
BlackBerry Q1 FY2027 Earnings: 50% EPS Beat as Security Business Gains Traction
BlackBerry reported Q1 FY2027 EPS of $0.04 vs. $0.03 est (+49.98% surprise), revenue beat estimates. Cybersecurity and IoT growth drive turnaround. Stock surged 19.95%.
TD SYNNEX Q2 FY2026 Earnings: 17% EPS Beat on Tech Distribution Strength
TD SYNNEX (SNX) reported Q2 FY2026 EPS of $4.85 vs. $4.14 est (+17.13% surprise). Tech distribution momentum accelerates. Stock up modestly after hours.
Earnings Recap: Micron (MU) — Q3 2026
Micron crushes Q3: $25.11 EPS (24% beat), $41.5B revenue (18% beat), memory stays tight through 2027.
Daily Brief — June 18, 2026
Moscow drone strike, Iran peace progress, futures rebound, ACN/KR earnings, gold -2.6%
Daily Brief — Monday, April 27, 2026
Mali's Defense Minister assassinated (LVL 7). Iran floats new peace offer as Hormuz blockade holds — Brent above $100, WTI +1.8% pre-market. VZ beats and raises. DPZ misses. CMCSA -13%. Mega-cap tech week begins: GOOGL, MSFT, META all report Wednesday–Thursday.
Daily Brief — Friday, April 24, 2026
Iran attacks ships in Hormuz, Lebanon ceasefire extended 3 weeks, Europe debates post-NATO defense. Markets cautiously higher pre-bell — Nasdaq futures +1.40%, VIX -3.8%. P&G and SLB earnings this morning.
Earnings Recap — Friday, April 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.
Earnings Preview: Alibaba (BABA) — March 19, 2026 | Cloud Rebound or Another Miss?
Alibaba reports Q3 FY2026 earnings on March 19. With Chinese AI spending accelerating, a cloud business turning the corner, and the stock still 60% off 2021 highs, here's what to watch.
Earnings Preview: Micron (MU) — March 18, 2026 | The AI Memory Trade at an Inflection
Micron reports Q2 FY2026 earnings on March 18 — the same day as the Fed decision. Here's what the AI memory cycle, HBM demand, and DRAM pricing trends mean for the quarter, and what to watch after the bell.