Earnings catalysts

Earnings catalysts and events, newest first.

DateCardAvg 5d

2026-07-23Alphabet Shares Fall Despite 82% Cloud Growth as Capex Hits $205BGOOGL NVDA-0.77%
2026-07-23Alphabet Q2 Cloud Growth 82%; capex guidance to $195-205B; negative free cash flow.GOOGL MSFT+11.63%
2026-07-23Adtran Stock Plummets 14% on Q2 Revenue Forecast Cut and Project DelayADTN
2026-07-23GM Raises 2026 Profit Outlook to $16B on Reduced EV LossesGM+9.58%
2026-07-23Alphabet Cloud Grows 82% but Stock Falls on Massive Capex IncreaseGOOGL+5.03%
2026-07-23Alphabet Cloud Grows 82% but Stock Falls on $195B-$205B Capex GuidanceGOOGL+5.03%
2026-07-23GM Raises 2026 Profit Outlook to $16B on Reduced EV Losses and Steady PricingGM+9.58%
2026-07-23GM Raises 2026 Profit Outlook to $16B on Reduced EV Losses and Pricing PowerGM+9.58%
2026-07-23Alphabet Q2 Revenue Beats, but Stock Falls on $15B Capex IncreaseGOOGL+5.03%
2026-07-23Kinder Morgan Beats Guidance on AI-Driven Natural Gas DemandKMI
2026-07-23Alphabet Shares Fall as Capex Guidance Surges to $205B Despite Cloud GrowthGOOGL+5.03%
2026-07-23Arista Networks Surges 30% in H1 on Accelerating AI Networking DemandANET
2026-07-23Alphabet Q2 Revenue Up 24%; Stock Falls on $195B-$205B Capex GuidanceGOOGL NVDA-0.77%
2026-07-23Alphabet Capex Surge to $205B Annually Triggers After-Hours SelloffGOOGL NVDA-0.77%
2026-07-23GM Raises 2026 Profit Outlook to $16B on Reduced EV LossesGM+9.58%
2026-07-23Alphabet Q2 Cloud Grows 82% but Stock Falls on $15B Capex IncreaseGOOGL NVDA-0.77%
2026-07-23Alphabet Q2 Cloud Grows 82% but Stock Falls on $200B Capex OutlookGOOGL NVDA-0.77%
2026-07-23Alphabet Q2 Cloud Grows 82% but Stock Falls on $200B Annual Capex GuidanceGOOGL NVDA-0.77%
2026-07-23GM Raises 2026 Profit Outlook to $16B on Reduced EV LossesGM+9.58%
2026-07-22TSMC Raises Capex to $64B but Shares Fall 5% on Peak AI Cycle FearsNVDA TSM-10.72%
2026-07-22DSV reports 32.5% EBIT growth; Schenker integration on trackDSDVY
2026-07-21Delta Air Lines Positioned for $100 Share Price by 2028DAL+5.60%
2026-07-21Palantir Anticipates Strong Q2 Results on Aug. 3 Amid Contract GrowthPLTR-6.88%
2026-07-21Apple Shares Decline as Analysts Warn of Gross Margin Compression from Component CostsAAPL XLK+3.77%
2026-07-20TSMC strong Q2 earnings and $100B Arizona investment signal sustained AI chip demandASML TSM-0.80%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandNVDA TSM-2.07%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandASML TSM-0.80%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandAVGO NVDA TSM-0.93%
2026-07-20TSMC capex budget raised to $60-64B for 2026NVDA TSM-2.07%
2026-07-20Intel Drops 10% After 278% H1 Surge; Valuation Concerns MountINTC-5.55%
2026-07-20TSMC raises 2026 capex to $64B on soaring AI demandNVDA TSM-2.07%
2026-07-20Coca-Cola Faces July 28 Earnings Test Amid 24x Forward MultipleKO+2.37%
2026-07-20TSMC raises 2026 Capex to $64B on sustained AI chip demandNVDA TSM-2.07%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandAVGO NVDA TSM-0.93%
2026-07-17Netflix Plummets as Q3 Guidance Signals Slowest Growth in 3 YearsNFLX
2026-07-17Alphabet Drops 2% on Reports of Gemini 3.5 AI Model DelaysGOOGL-7.79%
2026-07-17IBM Plummets 25% as Enterprise Spending Shifts to AI HardwareSPY-0.59%
2026-07-17IBM Erases $67B in Value as Customers Pivot from Software to AI HardwareIBM
2026-07-17IBM Erases $67B in Value After Customers Shift Spend to AI InfrastructureIBM
2026-07-17Boeing Delivers 64 Jets in June; Best First-Half Performance Since 2018BA
2026-07-16IBM Issues Q2 Profit Warning as AI Spending Shifts to HardwareIBM MU+16.06%
2026-07-16AMD Positioned for Q2 Beat as AI Data Centers Shift CPU-to-GPU RatiosAMD+7.74%
2026-07-16AMD Positions as Direct Nvidia Rival with 5C Deal and Surging CPU DemandAMD+7.74%
2026-07-16AMD Gains Market Share as AI Data Centers Shift CPU-to-GPU RatiosAMD+7.74%
2026-07-16IBM Profit Warning Signals Shift in AI Infrastructure SpendingIBM MU+16.06%
2026-07-16IBM Issues Q2 Profit Warning as AI Spending Shifts to Memory and StorageIBM
2026-07-16AMD Positioned for Q2 Surge on Agentic AI Server DemandAMD+7.74%
2026-07-16IBM Issues Q2 Profit Warning as AI Spending Shifts to HardwareIBM MU+16.06%
2026-07-16IBM Issues Profit Warning as AI Spending Shifts to Hardware and MemoryIBM MU+16.06%
2026-07-16AMD Positioned for Growth as AI Data Center CPU-to-GPU Ratios ShiftAMD+7.74%

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