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earnings

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$JPMB faces its first earnings test on Binance this Tuesday. JPMorgan releases third-quarter results on 13 Oct at about 7:00 am ET (11:00 UTC), with the call at 8:30 am ET (company release, 17 Sep). JPMB is the tokenized JPMorgan share that opened on Binance Spot on 7 Oct. It trades around the clock. The share it tracks does not. That gap is the thing to understand before Tuesday. On its first day JPMB/USDT traded about $272,000. On Saturday 10 Oct it traded about $7,600 in the whole day (Binance daily data). With books that thin, a small order can move the price, and the real repricing comes when the numbers land. The bar is high. Second-quarter profit was a record $21.2B on revenue of $57.35B, and the bank guides to about $105.5B of net interest income for 2026 (as reported by Yahoo Finance). What to watch at 11:00 UTC: net interest income against that guide, and whether investment banking fees hold. If the token drifts far from the New York pre-market quote, that is a liquidity signal, not news about the bank. $JPMB #JPMB #BStocks #earnings
$JPMB faces its first earnings test on Binance this Tuesday. JPMorgan releases third-quarter results on 13 Oct at about 7:00 am ET (11:00 UTC), with the call at 8:30 am ET (company release, 17 Sep).

JPMB is the tokenized JPMorgan share that opened on Binance Spot on 7 Oct. It trades around the clock. The share it tracks does not.

That gap is the thing to understand before Tuesday. On its first day JPMB/USDT traded about $272,000. On Saturday 10 Oct it traded about $7,600 in the whole day (Binance daily data). With books that thin, a small order can move the price, and the real repricing comes when the numbers land.

The bar is high. Second-quarter profit was a record $21.2B on revenue of $57.35B, and the bank guides to about $105.5B of net interest income for 2026 (as reported by Yahoo Finance).

What to watch at 11:00 UTC: net interest income against that guide, and whether investment banking fees hold. If the token drifts far from the New York pre-market quote, that is a liquidity signal, not news about the bank.

$JPMB #JPMB #BStocks #earnings
🚘 Tesla’s next test isn’t just selling cars—it’s proving the bigger story. TSLA closed near $381 on Oct. 6, while investors look ahead to Q3 financial results on Oct. 21. Strong deliveries set the stage, but earnings will show whether the growth is translating into financial performance. My lean: CAUTIOUS until the numbers arrive. What matters more this quarter: auto margins or progress on Robotaxi? #TSLA #Tesla #Earnings
🚘 Tesla’s next test isn’t just selling cars—it’s proving the bigger story.

TSLA closed near $381 on Oct. 6, while investors look ahead to Q3 financial results on Oct. 21. Strong deliveries set the stage, but earnings will show whether the growth is translating into financial performance.

My lean: CAUTIOUS until the numbers arrive. What matters more this quarter: auto margins or progress on Robotaxi?
#TSLA #Tesla #Earnings
🇺🇸 U.S. Earnings Watch — Oct 5 Monday is starting quietly — no major earnings releases today. The Q3 earnings season begins to pick up from tomorrow. 👀📈 Today’s focus: Market reaction & positioning ahead of earnings season. � www-warranty.ii.co.uk +1 #Earnings #Stocks #USMarkets #BinanceSquare
🇺🇸 U.S. Earnings Watch — Oct 5
Monday is starting quietly — no major earnings releases today.
The Q3 earnings season begins to pick up from tomorrow. 👀📈
Today’s focus: Market reaction & positioning ahead of earnings season. �
www-warranty.ii.co.uk +1
#Earnings #Stocks #USMarkets #BinanceSquare
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Haussier
Vérifié
#micronbeatsearningsliftsguidance 🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨 ✅$MU SURGES AS AI MEMORY DEMAND DRIVES STRONG GUIDANCE! 🔥 Micron’s latest earnings have put the spotlight back on one major question: How long can the AI memory boom continue? The company’s latest financial results and forward outlook highlight continued momentum. 📊 FISCAL Q4 2026 HIGHLIGHTS * Revenue: $54.23B * Previous quarter: $41.46B * Full-year revenue: $133.19B * Q1 FY2027 revenue forecast: $61.5B ± $1.5B Micron’s latest revenue outlook points to continued strength in demand, particularly from AI-related memory products. 🔥 AI MEMORY IS THE BIG STORY Supply constraints remain a major factor in the memory market. High Bandwidth Memory (HBM), which is essential for AI accelerators, continues to play a significant role in Micron’s growth. Micron has begun high-volume shipments of HBM4 to its lead customer and is also developing HBM4E for 2027. 📈 WHAT’S DRIVING THE MOMENTUM? 🤖 Growing AI infrastructure investment 🧠 Rising demand for HBM 📊 Memory pricing and profit margins 🏭 Limited supply and capacity expansion 👀 WHAT’S NEXT FOR $MU? Micron’s latest results highlight the strength of the AI memory market. However, its future performance will depend on AI investment trends, memory pricing and how quickly supply expands. The big question is whether current demand can be sustained into 2027. Do you think the AI memory boom will continue into 2027? 👇 $MU $NVDAB $SNDK #Micron #AI #Semiconductors #Memory #HBM #Nvidia #StockMarket #Earnings ⚠️ Market information only. Not financial advice. Always do your own research. {spot}(NVDABUSDT) {future}(MUUSDT) {spot}(MUBUSDT)
#micronbeatsearningsliftsguidance 🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨 ✅$MU SURGES AS AI MEMORY DEMAND DRIVES STRONG GUIDANCE! 🔥

Micron’s latest earnings have put the spotlight back on one major question: How long can the AI memory boom continue?

The company’s latest financial results and forward outlook highlight continued momentum.

📊 FISCAL Q4 2026 HIGHLIGHTS

* Revenue: $54.23B
* Previous quarter: $41.46B
* Full-year revenue: $133.19B
* Q1 FY2027 revenue forecast: $61.5B ± $1.5B

Micron’s latest revenue outlook points to continued strength in demand, particularly from AI-related memory products.

🔥 AI MEMORY IS THE BIG STORY

Supply constraints remain a major factor in the memory market. High Bandwidth Memory (HBM), which is essential for AI accelerators, continues to play a significant role in Micron’s growth.

Micron has begun high-volume shipments of HBM4 to its lead customer and is also developing HBM4E for 2027.

📈 WHAT’S DRIVING THE MOMENTUM?

🤖 Growing AI infrastructure investment
🧠 Rising demand for HBM
📊 Memory pricing and profit margins
🏭 Limited supply and capacity expansion

👀 WHAT’S NEXT FOR $MU ?

Micron’s latest results highlight the strength of the AI memory market. However, its future performance will depend on AI investment trends, memory pricing and how quickly supply expands.

The big question is whether current demand can be sustained into 2027.

Do you think the AI memory boom will continue into 2027? 👇

$MU $NVDAB $SNDK

#Micron #AI #Semiconductors #Memory #HBM #Nvidia #StockMarket #Earnings

⚠️ Market information only. Not financial advice. Always do your own research.

WHY IS $MU CONSOLIDATING DESPITE ABSOLUTE INSTITUTIONAL EARNINGS DOMINANCE? 🦈 📊 When fundamental earnings crush expectations while price remains capped, smart money is usually executing sell-side liquidity absorption into existing order blocks. 📊 Micron reported massive top and bottom-line beats with revenue at $54.23B against $51.07B estimated, alongside adjusted EPS crushing forecasts at $33.42. 🔍 Institutions rarely chase market orders on headlines; instead, they allow algorithmic repricing to fill remaining fair value gaps before initiating directional expansion. 💡 This deliberate compression traps retail impatience while keeping structural position building beneath the radar. 🌊 💬 Do you see this price compression as institutional accumulation or post-earnings distribution? 👇 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #MU #Earnings #MarketStructure #OrderFlow 🎯 🦈
WHY IS $MU CONSOLIDATING DESPITE ABSOLUTE INSTITUTIONAL EARNINGS DOMINANCE? 🦈 📊

When fundamental earnings crush expectations while price remains capped, smart money is usually executing sell-side liquidity absorption into existing order blocks. 📊 Micron reported massive top and bottom-line beats with revenue at $54.23B against $51.07B estimated, alongside adjusted EPS crushing forecasts at $33.42. 🔍

Institutions rarely chase market orders on headlines; instead, they allow algorithmic repricing to fill remaining fair value gaps before initiating directional expansion. 💡 This deliberate compression traps retail impatience while keeping structural position building beneath the radar. 🌊

💬 Do you see this price compression as institutional accumulation or post-earnings distribution? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #MU #Earnings #MarketStructure #OrderFlow

🎯 🦈
Micron طلعت بنتائج قياسية للربع الرابع 📊 الإيرادات وصلت 54.23 مليار دولار، والشركة تتوقع للربع القادم حوالي 61.5 مليار. وتقول إن الطلب على الذاكرة، خصوصًا لمراكز بيانات الذكاء الاصطناعي، كان عاملًا أساسيًا. توضيح سريع: $MU هو سهم Micron في السوق الأمريكي، أما $MUB فهو bStock يمنح تعرّضًا سعريًا ولا يعني امتلاك السهم مباشرة. برأيكم، شنو الأهم: نتائج الربع اللي خلص أو توقعات الربع الجاي؟ $MU $MUB #Micron #Earnings
Micron طلعت بنتائج قياسية للربع الرابع 📊
الإيرادات وصلت 54.23 مليار دولار، والشركة تتوقع للربع القادم حوالي 61.5 مليار. وتقول إن الطلب على الذاكرة، خصوصًا لمراكز بيانات الذكاء الاصطناعي، كان عاملًا أساسيًا.
توضيح سريع: $MU هو سهم Micron في السوق الأمريكي، أما $MUB فهو bStock يمنح تعرّضًا سعريًا ولا يعني امتلاك السهم مباشرة.
برأيكم، شنو الأهم: نتائج الربع اللي خلص أو توقعات الربع الجاي؟
$MU $MUB #Micron #Earnings
🚨 MICRON JUST CRUSHED WALL STREET EXPECTATIONS! 🔥📈 $MU Micron Technology delivered a massive earnings surprise, with AI demand continuing to fuel the memory-chip boom. 🤖💾 📊 Q4 RESULTS 💰 Revenue: $54.23B 🎯 Expected: $51.07B ➡️ Beat: +$3.16B 💵 EPS: $33.42 🎯 Expected: $31.61 ➡️ Another major beat! 🔥 THE BIG STORY: Revenue surged roughly 4× year-over-year, highlighting the explosive demand for memory chips powering AI infrastructure and next-generation data centers. AI isn’t just driving GPUs anymore. Memory is becoming a critical part of the AI infrastructure race. 🧠⚡ 👀 Now the question is: Does Micron’s strong performance signal that the AI hardware cycle still has much further to run? $BTC $AGPUB $0G #Earnings #Crypto #MU #Mircron #BinanceSquare
🚨 MICRON JUST CRUSHED WALL STREET EXPECTATIONS! 🔥📈

$MU Micron Technology delivered a massive earnings surprise, with AI demand continuing to fuel the memory-chip boom. 🤖💾

📊 Q4 RESULTS
💰 Revenue: $54.23B
🎯 Expected: $51.07B
➡️ Beat: +$3.16B

💵 EPS: $33.42
🎯 Expected: $31.61
➡️ Another major beat!

🔥 THE BIG STORY:
Revenue surged roughly 4× year-over-year, highlighting the explosive demand for memory chips powering AI infrastructure and next-generation data centers.

AI isn’t just driving GPUs anymore.
Memory is becoming a critical part of the AI infrastructure race. 🧠⚡

👀 Now the question is:

Does Micron’s strong performance signal that the AI hardware cycle still has much further to run?

$BTC $AGPUB $0G

#Earnings #Crypto #MU #Mircron #BinanceSquare
🚨 EARNINGS SEASON COULD SHAKE THE MARKET Q3 earnings are about to bring fresh data on revenue, profits, and forward guidance — and markets will be watching closely. 👀 For crypto, these reports matter too. They can reveal how businesses are responding to economic conditions, giving investors another piece of the bigger macro puzzle. 📊 Earnings → Macro signals → Liquidity → Crypto Keep an eye on the reaction, not just the headlines. $BTC $ETH $XRP #Bitcoin #Ethereum #XRP #Crypto #Markets #Earnings {future}(ETHUSDT) {future}(XRPUSDT)
🚨 EARNINGS SEASON COULD SHAKE THE MARKET

Q3 earnings are about to bring fresh data on revenue, profits, and forward guidance — and markets will be watching closely. 👀

For crypto, these reports matter too. They can reveal how businesses are responding to economic conditions, giving investors another piece of the bigger macro puzzle.

📊 Earnings → Macro signals → Liquidity → Crypto

Keep an eye on the reaction, not just the headlines.

$BTC $ETH $XRP
#Bitcoin #Ethereum #XRP #Crypto #Markets #Earnings
🚨 MICRON EARNINGS ARE HERE — $MU IS IN FOCUS! 🔥 Micron’s FY2026 Q4 earnings are coming this week, and this report could give the market an important clue about where the memory industry is heading next. But this isn’t just about whether $MU goes up or down. 👀 The bigger question is: 🧠 Is the memory supercycle still strong? 📊 Here’s what I’ll be watching: • Q4 revenue & earnings • Gross margin — can Micron push above 86%? • AI/data-center demand • Memory pricing trends • Management’s outlook for the next quarter 🔥 If Micron delivers strong numbers + positive guidance, the market may get more confidence in the memory/AI demand story. ⚠️ But if margins or guidance disappoint, traders may start questioning how long this cycle can continue. 📅 Earnings Season Schedule Sep 28 — Q4 earnings preview Sep 29 — Chinese preview livestream Sep 30 — English preview livestream Oct 1 — Earnings recap + Chinese analyst livestream Oct 2 — English analyst livestream 💬 What’s your view on $MU after earnings — bullish or bearish? Share your analysis with and let’s see what the data says. 📈📉 #MU #Micron #Earnings #EarningsSeason
🚨 MICRON EARNINGS ARE HERE — $MU IS IN FOCUS! 🔥

Micron’s FY2026 Q4 earnings are coming this week, and this report could give the market an important clue about where the memory industry is heading next.

But this isn’t just about whether $MU goes up or down. 👀

The bigger question is:

🧠 Is the memory supercycle still strong?

📊 Here’s what I’ll be watching:
• Q4 revenue & earnings
• Gross margin — can Micron push above 86%?
• AI/data-center demand
• Memory pricing trends
• Management’s outlook for the next quarter

🔥 If Micron delivers strong numbers + positive guidance, the market may get more confidence in the memory/AI demand story.

⚠️ But if margins or guidance disappoint, traders may start questioning how long this cycle can continue.

📅 Earnings Season Schedule
Sep 28 — Q4 earnings preview
Sep 29 — Chinese preview livestream
Sep 30 — English preview livestream
Oct 1 — Earnings recap + Chinese analyst livestream
Oct 2 — English analyst livestream

💬 What’s your view on $MU after earnings — bullish or bearish?

Share your analysis with and let’s see what the data says. 📈📉

#MU #Micron #Earnings #EarningsSeason
🚨 NIKE $NKE — WHAT’S GOING ON? 👀 NKE is trading around $36.39, with earnings coming Oct. 1 after market close. 📊 Key numbers: • Market Cap: $53.98B • P/E: 17.3 • EPS: $2.10 • Dividend Yield: ~4.6% ⚠️ Earnings could bring significant volatility. The big question: Will $NKE bounce after earnings, or see more downside? 👀👇 DYOR. Not financial advice. #NKE #Nike #StaySafeCryptoCommunity o #Earnings #meme板块关注热点 $NKE {future}(NKEUSDT)
🚨 NIKE $NKE — WHAT’S GOING ON? 👀

NKE is trading around $36.39, with earnings coming Oct. 1 after market close. 📊

Key numbers: • Market Cap: $53.98B • P/E: 17.3 • EPS: $2.10 • Dividend Yield: ~4.6%

⚠️ Earnings could bring significant volatility.

The big question:

Will $NKE bounce after earnings, or see more downside? 👀👇

DYOR. Not financial advice.

#NKE #Nike #StaySafeCryptoCommunity o #Earnings #meme板块关注热点 $NKE
Vérifié
$MU Micron Earnings: AI Memory Test 📈 Micron heads into its September 30 earnings report with high expectations: analysts project about $31.49 EPS and $50.9B revenue. HBM, DRAM pricing, NAND demand, and supply constraints will be crucial. After a nearly 280% year-to-date rally, the key question is whether AI-driven memory demand can justify current valuations. {stock_us}(MU.US) Will Micron beat expectations - or face a “sell the news” reaction? #Micron #AIStocks #Semiconductors #Earnings #CoinVahini
$MU Micron Earnings: AI Memory Test 📈

Micron heads into its September 30 earnings report with high expectations: analysts project about $31.49 EPS and $50.9B revenue. HBM, DRAM pricing, NAND demand, and supply constraints will be crucial.
After a nearly 280% year-to-date rally, the key question is whether AI-driven memory demand can justify current valuations.


Will Micron beat expectations - or face a “sell the news” reaction?

#Micron #AIStocks #Semiconductors #Earnings #CoinVahini
MU+0,09%
MUUS-0,79%
🚀 Microsoft (MSFT) Earnings Mover Stands Out: Shares Surge On Strong AI & Cloud Momentum Microsoft ($MSFT) continues to stand out as a top earnings mover in the market! Driven by robust demand across its cloud ecosystem and enterprise AI adoption, MSFT shares recently popped 7.22% following stellar financial performance. Key Highlights Behind the Surge: Top-Line Beat: Microsoft beat top and bottom-line analyst estimates, backed by quarterly revenue jumping nearly 18% year-over-year. Azure & AI Expansion: Azure revenue grew sharply in the 40%+ range, propelled by rapid scaling and integration of Copilot AI models across enterprise workflows. Strong Institutional Backing: Major Wall Street firms including Stifel, Oppenheimer, and Cantor Fitzgerald have pushed price targets up to $570–$600+, pointing to sustained long-term efficiency and predictable capital spending. Reaffirming financial health, Microsoft recently bumped its quarterly dividend by 8% to $0.98 per share. While high AI infrastructure spend remains under close market watch, Microsoft’s combination of accelerating cloud revenues and unmatched enterprise AI distribution keeps it positioned as a premier market leader. #Microsoft #Stocks #TechNews #Earnings #StockMarket $MSFT {future}(MSFTUSDT)
🚀 Microsoft (MSFT) Earnings Mover Stands Out: Shares Surge On Strong AI & Cloud Momentum
Microsoft ($MSFT ) continues to stand out as a top earnings mover in the market! Driven by robust demand across its cloud ecosystem and enterprise AI adoption, MSFT shares recently popped 7.22% following stellar financial performance.
Key Highlights Behind the Surge:
Top-Line Beat: Microsoft beat top and bottom-line analyst estimates, backed by quarterly revenue jumping nearly 18% year-over-year.
Azure & AI Expansion: Azure revenue grew sharply in the 40%+ range, propelled by rapid scaling and integration of Copilot AI models across enterprise workflows.
Strong Institutional Backing: Major Wall Street firms including Stifel, Oppenheimer, and Cantor Fitzgerald have pushed price targets up to $570–$600+, pointing to sustained long-term efficiency and predictable capital spending.
Reaffirming financial health, Microsoft recently bumped its quarterly dividend by 8% to $0.98 per share.
While high AI infrastructure spend remains under close market watch, Microsoft’s combination of accelerating cloud revenues and unmatched enterprise AI distribution keeps it positioned as a premier market leader.
#Microsoft #Stocks #TechNews #Earnings #StockMarket
$MSFT
Vérifié
#wallstreetearningsrevisionsturnbearish اتجاه مراجعات أرباح وول ستريت انعكس للتو. والجزء المثير للاهتمام ليس أن المحللين يتوقعون فجأة انهيار الشركات الأمريكية. تقرير بلومبرغ يقول إن عددًا أكبر من محللي الأسهم في الولايات المتحدة باتوا الآن يخفّضون تقديرات الأرباح بدلًا من رفعها، لينهي ذلك سلسلة ارتفاعات صافية استمرت 23 أسبوعًا، وفقًا لمؤشر من سيتي غروب. الضغط يظهر عبر المستهلكين والمواد والقطاع المالي، مع الإشارة إلى ارتفاع تكاليف المعيشة وأسعار الطاقة كعوامل مهمة. لكن هناك تمييزًا جوهريًا هنا. بيانات فاكتسيت حتى أغسطس ما زالت تُظهر أن تقديرات ربحية السهم للربع الثالث لمؤشر S&P 500 ترتفع بنسبة 1.2%، بينما ارتفعت تقديرات السنة الكاملة 2026 بنسبة 6.1%. لذا فهذه ليست قصة انهيار أرباح حتى الآن. إنها قصة زخم التقديرات. بعد شهور من قيام المحللين برفع توقعاتهم بشكل متواصل، تغيّر الاتجاه. بالنسبة للمتداولين، سأراقب ما إذا كان هذا سيصبح انعكاسًا قصير الأجل أم بداية لتدهور أوسع في توقعات الأرباح. وهذا قد يكون أكثر أهمية من العنوان نفسه. متابعة من فضلكم $SPX $SPY #stockmarket #earnings #WallStreet
#wallstreetearningsrevisionsturnbearish
اتجاه مراجعات أرباح وول ستريت انعكس للتو.
والجزء المثير للاهتمام ليس أن المحللين يتوقعون فجأة انهيار الشركات الأمريكية.
تقرير بلومبرغ يقول إن عددًا أكبر من محللي الأسهم في الولايات المتحدة باتوا الآن يخفّضون تقديرات الأرباح بدلًا من رفعها، لينهي ذلك سلسلة ارتفاعات صافية استمرت 23 أسبوعًا، وفقًا لمؤشر من سيتي غروب.
الضغط يظهر عبر المستهلكين والمواد والقطاع المالي، مع الإشارة إلى ارتفاع تكاليف المعيشة وأسعار الطاقة كعوامل مهمة.
لكن هناك تمييزًا جوهريًا هنا.
بيانات فاكتسيت حتى أغسطس ما زالت تُظهر أن تقديرات ربحية السهم للربع الثالث لمؤشر S&P 500 ترتفع بنسبة 1.2%، بينما ارتفعت تقديرات السنة الكاملة 2026 بنسبة 6.1%.
لذا فهذه ليست قصة انهيار أرباح حتى الآن.
إنها قصة زخم التقديرات.
بعد شهور من قيام المحللين برفع توقعاتهم بشكل متواصل، تغيّر الاتجاه.
بالنسبة للمتداولين، سأراقب ما إذا كان هذا سيصبح انعكاسًا قصير الأجل أم بداية لتدهور أوسع في توقعات الأرباح.
وهذا قد يكون أكثر أهمية من العنوان نفسه.

متابعة من فضلكم

$SPX
$SPY
#stockmarket #earnings #WallStreet
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Baissier
#wallstreetearningsrevisionsturnbearish 🚨 WALL STREET EARNINGS REVISIONS TURN BEARISH! 📉 Analyst earnings revisions are starting to weaken, raising questions about whether the U.S. stock market rally can keep running at the same pace. ⚠️ Why it matters for crypto: • Weaker earnings expectations can hurt risk appetite • Stocks and crypto could face more volatility • A stronger dollar + weaker earnings could add pressure • BTC traders should watch whether risk assets hold key support levels 👀 Is this just a temporary reset—or an early warning for a bigger risk-off move? Vote below 👇 🟢 Bullish — markets recover 🔴 Bearish — risk-off begins #WallStreet #earnings #crypto
#wallstreetearningsrevisionsturnbearish
🚨 WALL STREET EARNINGS REVISIONS TURN BEARISH! 📉
Analyst earnings revisions are starting to weaken, raising questions about whether the U.S. stock market rally can keep running at the same pace.
⚠️ Why it matters for crypto:
• Weaker earnings expectations can hurt risk appetite
• Stocks and crypto could face more volatility
• A stronger dollar + weaker earnings could add pressure
• BTC traders should watch whether risk assets hold key support levels
👀 Is this just a temporary reset—or an early warning for a bigger risk-off move?
Vote below 👇
🟢 Bullish — markets recover
🔴 Bearish — risk-off begins
#WallStreet #earnings #crypto
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Partiellement vrai
#wallstreetearningsrevisionsturnbearish Wall Street's earnings-revision trend just flipped. And the interesting part isn't that analysts suddenly expect corporate America to collapse. Bloomberg reports that more U.S. equity analysts are now cutting rather than raising earnings estimates, ending a 23-week streak of net upgrades, according to a Citigroup index. The pressure is showing up across consumers, materials and financials, with higher living costs and energy prices cited as important factors. But there's a key distinction here. FactSet's data through August still showed S&P 500 Q3 EPS estimates rising 1.2%, while full-year 2026 estimates climbed 6.1%. So this isn't an earnings-collapse story yet. It's a momentum-of-estimates story. After months of analysts steadily upgrading forecasts, the direction has changed. For traders, I'd watch whether this becomes a short-term reversal or the beginning of a broader deterioration in earnings expectations. That's potentially more important than the headline itself. $SPX {future}(SPXUSDT) $SPY {future}(SPYUSDT) #stockmarket #earnings #WallStreet
#wallstreetearningsrevisionsturnbearish
Wall Street's earnings-revision trend just flipped.
And the interesting part isn't that analysts suddenly expect corporate America to collapse.

Bloomberg reports that more U.S. equity analysts are now cutting rather than raising earnings estimates, ending a 23-week streak of net upgrades, according to a Citigroup index.

The pressure is showing up across consumers, materials and financials, with higher living costs and energy prices cited as important factors.

But there's a key distinction here.
FactSet's data through August still showed S&P 500 Q3 EPS estimates rising 1.2%, while full-year 2026 estimates climbed 6.1%.
So this isn't an earnings-collapse story yet.

It's a momentum-of-estimates story.
After months of analysts steadily upgrading forecasts, the direction has changed.

For traders, I'd watch whether this becomes a short-term reversal or the beginning of a broader deterioration in earnings expectations.
That's potentially more important than the headline itself.
$SPX
$SPY
#stockmarket #earnings #WallStreet
$COST {future}(COSTUSDT) Cramer sees a quiet week ahead — but Costco earnings are the one to watch Jim Cramer says Wall Street is in for a relatively calm week as September winds down, with most of the month's major macro news (Fed, ECB, BOJ rate hikes) already behind us. The one event getting real attention: Okta's analyst meeting Wednesday, where the CEO discussed extending identity-security tech to AI agents. On earnings: KB Home reports Tuesday (shares down 17% in 2026, reflecting ongoing housing pressure), General Mills and Cintas/Paychex report Wednesday, Darden Thursday — and Costco closes the week Thursday after the bell, the most closely watched report of the bunch. COST shares have slid from above $1,000 in April to around $894-896. Cramer's watching specifically for signs of whether Costco is struggling to retain younger members — a real read on consumer spending health heading into Q4. $COST #StockMarket #Earnings
$COST
Cramer sees a quiet week ahead — but Costco earnings are the one to watch
Jim Cramer says Wall Street is in for a relatively calm week as September winds down, with most of the month's major macro news (Fed, ECB, BOJ rate hikes) already behind us. The one event getting real attention: Okta's analyst meeting Wednesday, where the CEO discussed extending identity-security tech to AI agents.
On earnings: KB Home reports Tuesday (shares down 17% in 2026, reflecting ongoing housing pressure), General Mills and Cintas/Paychex report Wednesday, Darden Thursday — and Costco closes the week Thursday after the bell, the most closely watched report of the bunch.
COST shares have slid from above $1,000 in April to around $894-896. Cramer's watching specifically for signs of whether Costco is struggling to retain younger members — a real read on consumer spending health heading into Q4.
$COST #StockMarket #Earnings
$ORCL Oracle jumps 6%+ as AI cloud demand crushes expectations Oracle just delivered a blowout quarter — stock jumped over 6% after earnings beat across the board. Adjusted EPS came in at $1.92 vs. $1.74 expected, and revenue hit $19.35 billion, up 30% year-over-year. The real headline: Oracle Cloud Infrastructure revenue surged 121% to $7.4 billion, with GPU utilization running near-maxed-out at 97.9%. The company also booked over $30 billion in new AI contracts, pushing its backlog to a massive $664 billion. Why it matters beyond Oracle: this is a direct signal that AI infrastructure demand isn't slowing down — it's accelerating faster than even Wall Street expected. When a legacy tech giant posts numbers like this, it reinforces the broader AI trade that's been driving risk-asset sentiment across markets, crypto included.$ORCL #Oracle {future}(ORCLUSDT) #Aİ #Earnings #TechStocks
$ORCL Oracle jumps 6%+ as AI cloud demand crushes expectations
Oracle just delivered a blowout quarter — stock jumped over 6% after earnings beat across the board. Adjusted EPS came in at $1.92 vs. $1.74 expected, and revenue hit $19.35 billion, up 30% year-over-year.
The real headline: Oracle Cloud Infrastructure revenue surged 121% to $7.4 billion, with GPU utilization running near-maxed-out at 97.9%. The company also booked over $30 billion in new AI contracts, pushing its backlog to a massive $664 billion.
Why it matters beyond Oracle: this is a direct signal that AI infrastructure demand isn't slowing down — it's accelerating faster than even Wall Street expected. When a legacy tech giant posts numbers like this, it reinforces the broader AI trade that's been driving risk-asset sentiment across markets, crypto included.$ORCL
#Oracle
#Aİ #Earnings #TechStocks
🚨 Oracle ($ORCL) FY26 Q4 Highlights • FY27 revenue guidance: $90B with strong double-digit EPS growth 📈 • Q1 FY27 revenue expected to grow 27–29% YoY • OCI cloud revenue projected to surge 58–64% in Q1 • Signed $67B in AI infrastructure contracts during the quarter 🤖 • Remaining Performance Obligations (RPO) reached $638B, signaling a strong future pipeline • GPU utilization remains exceptionally high at 97.5% • Heavy investment in AI data centers continues, with ~$70B FY27 CapEx planned • Management reaffirmed ambitious long-term growth targets through FY2030 Takeaway: Oracle is doubling down on AI infrastructure and cloud expansion, with strong backlog growth and accelerating revenue expectations positioning the company as a major AI and cloud player. #Oracle #ORCL #AI #cloudcomputing #earnings #stockmarket #BinanceSquare
🚨 Oracle ($ORCL) FY26 Q4 Highlights

• FY27 revenue guidance: $90B with strong double-digit EPS growth 📈
• Q1 FY27 revenue expected to grow 27–29% YoY
• OCI cloud revenue projected to surge 58–64% in Q1
• Signed $67B in AI infrastructure contracts during the quarter 🤖
• Remaining Performance Obligations (RPO) reached $638B, signaling a strong future pipeline
• GPU utilization remains exceptionally high at 97.5%
• Heavy investment in AI data centers continues, with ~$70B FY27 CapEx planned
• Management reaffirmed ambitious long-term growth targets through FY2030

Takeaway: Oracle is doubling down on AI infrastructure and cloud expansion, with strong backlog growth and accelerating revenue expectations positioning the company as a major AI and cloud player.

#Oracle #ORCL #AI #cloudcomputing #earnings #stockmarket #BinanceSquare
Everyone is watching Apple's earnings but Iam more interested in what management says than the headline numbers. Revenue & EPS will grab attention but this quarter feels different. The bigger question is whether Apple can demonstrate meaningful progress in its AI strategy while maintaining the capital discipline investors have come to expect. With Big Tech investing heavily in AI every update on future spending / Services growth & shareholder returns will be watched closely. A strong report could improve confidence across the tech sector while a cautious outlook might remind investors that AI enthusiasm still needs real execution to support it. For me the guidance matters more than the headline earnings. What do you think will matter most this quarter: AI progress, Services growth or Apple's outlook for the rest of the year? 👇 $AAPL #Apple #Earnings #AI #stocks
Everyone is watching Apple's earnings but Iam more interested in what management says than the headline numbers.

Revenue & EPS will grab attention but this quarter feels different.

The bigger question is whether Apple can demonstrate meaningful progress in its AI strategy while maintaining the capital discipline investors have come to expect.

With Big Tech investing heavily in AI every update on future spending / Services growth & shareholder returns will be watched closely.

A strong report could improve confidence across the tech sector while a cautious outlook might remind investors that AI enthusiasm still needs real execution to support it.

For me the guidance matters more than the headline earnings.

What do you think will matter most this quarter: AI progress, Services growth or Apple's outlook for the rest of the year? 👇

$AAPL #Apple #Earnings #AI #stocks
$TSMC EARNINGS BEAT AND AI DEMAND EXTENDS TO 2030 🚀 Net profit hit NT$706.6 billion, crushing expectations of NT$623.73 billion, with gross margin at 67.7%. Management raised full-year revenue and capex outlook, citing strong AI demand that they explicitly say will continue through 2030. This is a direct read-through for AI-related crypto infrastructure and compute tokens. Increased semiconductor production means lower costs and more accessible hardware for decentralized AI projects. Supply chain data like this often precedes repricing in the crypto AI sector. How do you see this affecting AI tokens like $FET or $RENDER ? Not financial advice. Always manage your risk. #TSMC #Earnings #AI #Semiconductor #Bullish 🔥
$TSMC EARNINGS BEAT AND AI DEMAND EXTENDS TO 2030 🚀

Net profit hit NT$706.6 billion, crushing expectations of NT$623.73 billion, with gross margin at 67.7%. Management raised full-year revenue and capex outlook, citing strong AI demand that they explicitly say will continue through 2030.

This is a direct read-through for AI-related crypto infrastructure and compute tokens. Increased semiconductor production means lower costs and more accessible hardware for decentralized AI projects. Supply chain data like this often precedes repricing in the crypto AI sector.

How do you see this affecting AI tokens like $FET or $RENDER ?

Not financial advice. Always manage your risk.

#TSMC #Earnings #AI #Semiconductor #Bullish

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