Concentrix Q2 2026 Earnings Preview
Earnings
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Micron’s massive growth is “coming at nearly pure profit,” and that’s starting to have real implications for the S&P 500.
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Investment
Tencent Music (TME) at this Point – 37% Earnings Yield ex Tangible Non-Core – Investment Moats
Tencent Music (Ticker: TME) isn’t doing so well since my last post on Nov 2025. The price probably cratered 50% since the last posting. And it is not without its…
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Modine Manufacturing Q4 2026 Earnings Preview
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Overbought warnings come ahead of a massive tech and retail earnings lineup.
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What is next for Verizon after strong Q1 2026 earnings and fiber expansion?
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The chip maker’s stock has been a laggard — but Goldman Sachs sees five potential catalysts that could come out of its earnings call later this month.
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Airbnb boosts full-year guidance despite a Q1 earnings miss
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Investors are panning upbeat results from Western Digital and Sandisk after massive one-year stock rallies.
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Investment
What Do the Smaller US Banks Said about their Private Credit Exposure in Q1 2026 Earnings Call? Part 2 – Investment Moats
Last week, I did a round of review about the small regional US banks. The goal is to see their loan exposure to non-depository financial institutions (NDFI). These are the…
