Earnings season is delivering fireworks.

In yesterday's Daily Beat, we highlighted a dramatic split in Aerospace & Defense...

Yesterday was a massive day for earnings - 27 S&P 500 companies reported, and the market delivered some of the most dramatic moves we’ve seen all season.

On one side, we saw monster pops in the housing sector, with Homebuilders...

Earnings season continues to deliver surprises - both good and bad.

Yesterday, the market rewarded a telecom giant for another solid quarter while punishing one of the most well-known restaurant chains for falling short yet again. 

It...

On Friday, the earnings parade continued, and market reactions remained as mixed as ever.

Financials were front and center, with a few regional banks delivering strong reports - yet even the cleanest double beats struggled to spark much follow-...

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Last week gave us a wild mix of earnings reactions - apparel stocks clawed their way back from Trump’s Liberation Day selloff, and several market behemoths had historic earnings reactions....

Yesterday’s market was a tale of two extremes - headline beats were plentiful, but the reactions painted a very divided picture.

On the positive side, PepsiCo $PEP was the clear standout. The consumer staples giant crushed...

Earnings season rolled on with another busy day of reports, and the market’s reaction was anything but uniform.

Healthcare giant Johnson & Johnson $JNJ stole the spotlight, delivering a clean double beat that sent the stock...

Big Bank Earnings Day is usually a celebration, and on the surface, this quarter looked great.

They all posted strong results. Most beat on both revenue and earnings, with solid fee growth, trading revenue, and wealth management strength....

Fastenal $FAST continues to show why it’s one of the most reliable names in the industrial sector.

The company just delivered another double beat for Q2 2025, and the market rewarded it with a 4% rally, marking its 7th positive earnings...

A few months ago, apparel manufacturers were left for dead. 

After Trump’s so-called Liberation Day, tariffs slammed into the industry, especially those with deep exposure to Asia. 

Vietnam, a core manufacturing hub for...

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Last week delivered powerful moves across several overlooked corners of the market — from hotel stocks quietly breaking out, to Canadian equities ripping to new highs alongside record Copper prices....

Delta Air Lines just delivered another blockbuster quarter. 

They reported the 3rd-straight double beat, and the market rewarded shareholders with one of the stock's strongest earnings reactions ever.

This is a reflection of a company...

We told you this could be the one.

After two years of basing, Byrna Technologies $BYRN just delivered a massive...

Canada is having a moment, and it's not just about maple syrup and hockey.

With a market deeply tied to natural resources, the country is riding the wave of this year's powerful commodity rally. 

...

The restaurant industry has spent the last few years in the penalty box.

From labor shortages and rising food costs to tighter consumer wallets and increased delivery competition, the sector has been fighting an uphill battle.

Many...

The hotel industry is quietly staging a comeback.

After years of disruption, travel demand is proving far more resilient than many expected, particularly in the premium and group segments.

Global RevPAR (Revenue per Available Room)...

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Earnings season may be winding down, but we’re still finding plenty of valuable signals.

Last week provided us with fresh confirmation from a few key individual stocks and industry groups. We saw a blowout...

Constellation Brands $STZ is quietly separating itself from the pack.

We outlined it as the #1 earnings report to watch this week...

There weren’t any S&P 500 earnings reactions yesterday…

But we're seeing one of the most critical industry groups catch a major bid.

It’s been a rough stretch for the housing sector. 

Higher mortgage rates, affordability...

There weren’t any S&P 500 earnings reactions yesterday…

But we did get fresh monthly and quarterly closing data, and one industry group is demanding our attention.

Cybersecurity.

This has become one of the most powerful...

Nike $NKE just delivered a long-awaited victory, and Wall Street took notice.

The $104B athletic apparel giant posted a double beat and soared over 15%, marking its best earnings reaction since 2021. 

That rally also snapped a brutal...

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We’re nearing the end of earnings season, but the action hasn’t slowed down.

Last week brought a mix of surprises — a grocery chain ripped higher, a semiconductor giant was punished for a double beat, and a...

Micron $MU just delivered another double beat, but the market wasn’t impressed.

This marks the 3rd consecutive earnings report where investors have punished the stock despite strong headline numbers.

That’s a big red flag.

This...

Paychex $PAYX just delivered its worst earnings reaction ever, and here’s why it matters.

This $50B HR and payroll giant just posted its first double miss in decades. 

Revenue and earnings both came in below expectations, and the...