September 26, 2026

Global Deep Dives

Qualcomm Stock Jumps on Amazon AI Deal: Is This the Moment QCOM Finally Escapes the Smartphone Cycle?

Qualcomm’s Amazon deal could involve up to $60 billion of purchases and gives Amazon warrants for up to 25 million QCOM shares. The real question is whether custom AI silicon.

Mehr lesen

The Trade Desk Stock After S&P 500 Removal and 15% Layoffs: Broken Growth Story or Peak Pessimism?

The Trade Desk is leaving the S&P 500 just days after announcing a 15% workforce reduction. Q2 revenue grew only 3%, Q3 guidance points to a decline, and margins are.

Mehr lesen

Bloom Energy Stock Jumps on S&P 500 Entry: Is AI Power Demand Creating a New Infrastructure Giant?

Bloom Energy is joining the S&P 500 after Q2 revenue surged 166%. Oracle has agreed to procure up to 2.8 GW, while Brookfield expanded its financing framework to $25 billion..

Mehr lesen

Tesla Stock After the Cybercab Launch: Robotaxi Is Finally Real — Now the Economics Have to Work

Tesla has commercially deployed Cybercab in Austin and NHTSA has already opened a compliance audit. Q2 revenue jumped 26%, but R&D and capex are surging. The next Tesla debate is.

Mehr lesen

Kroger Stock Before Q2 2026 Earnings: Grocery Growth Is Slow — But eCommerce and Retail Media Are Not

Kroger reports Q2 2026 on September 11. Q1 identical sales rose only 1%, but adjusted eCommerce grew 19% and Kroger Precision Marketing profit rose more than 20%. The key question.

Mehr lesen

RH Stock Before Q2 2026 Earnings: Revenue Is Flat, Backorders Are High — Can the Second-Half Reacceleration Still Happen?

RH reports Q2 2026 on September 10 after a weak first half shaped by tariffs, backorders and international expansion costs. Management still expects a sharp second-half acceleration. Q2 will test.

Mehr lesen

Macy’s Stock Before Q2 2026 Earnings: Bloomingdale’s Is Booming — Can the Core Brand Finally Follow?

Macy’s reports Q2 2026 on September 10 after its strongest first-quarter comparable sales growth in four years. Bloomingdale’s grew 10.2%, Bluemercury 6.4%, and full-year guidance was raised. The core Macy’s.

Mehr lesen

AeroVironment Stock Before Q1 2027 Earnings: BlueHalo Changed the Company — Now the Backlog Has to Convert

AeroVironment reports fiscal Q1 2027 on September 9 after a transformational year. Revenue nearly doubled, funded backlog reached $1.2B and BlueHalo expanded the portfolio. The key question is whether growth.

Mehr lesen

Chewy Stock Before Q2 2026 Earnings: Autoship Is 84% of Sales — Can Margins Keep Expanding?

Chewy reports Q2 FY2026 on September 9. Q1 sales grew 7.7%, active customers returned to growth and Autoship reached 84.4% of sales. The key question is whether recurring demand can.

Mehr lesen

Adobe Stock Before Q3 2026 Earnings: AI ARR Is Tripling — But the Market Still Fears Disruption

Adobe reports Q3 FY2026 on September 10 after record Q2 revenue, AI-first ARR above $500 million and a surprise CEO transition. The earnings question is whether AI is becoming a.

Mehr lesen