earnings season

Cruise stocks hit historic lows amid oil price spikes and demand concerns, but valuations suggest potential opportunity despite near-term headwinds.

Major companies report earnings this week, including Ondas (strong $375M revenue outlook), GameStop (CEO Cohen's strategy review), and PDD (Temu expansion costs) alongside Carnival, Beyond Meat, and others.

Buy Ondas ahead of Q4 earnings with strong guidance revisions; sell PDD due to slowing growth, regulatory threats, and margin pressures.

Broadcom and TSMC lead AI chip demand with 100%+ and 20% revenue growth respectively, projecting $100B AI revenue by 2027.

Major tech and retail firms report earnings this week, testing AI growth and consumer spending resilience amid economic uncertainty.

Nvidia, Alphabet, and Meta are positioned to capitalize on $700B AI infrastructure spending in 2026, each playing distinct roles in the AI ecosystem boom.

Major tech and retail firms report earnings this week, with focus on AI chip demand, consumer spending, and cybersecurity momentum.

Costco recommended as buy ahead of earnings on momentum and defensive appeal; Broadcom a sell despite strong results due to valuation and semiconductor sector consolidation risks.

Tech stocks rally on positive sentiment ahead of Nvidia earnings. Nasdaq climbs 1.2%, Bitcoin rises 7% as investors shift toward growth assets.

Investors shift from mega-cap tech to cyclical sectors like energy and materials. Macro stability and strong earnings support the rotation amid AI advancement concerns.

Three large-cap earnings show mixed results: Coca-Cola beat EPS but missed revenue; Robinhood exceeded EPS despite revenue miss; Duke Energy outperformed both metrics.