Calendar
Earnings, material events, systemic alerts, and macro research on one tape.
Window 30d/526 items/As of 2026-10-25
Upcoming
508
Earnings
500
Surprises
4
Post-earnings
6
Event Tape
12
Macro Notes
8
News & Research
8 items
Material events, systemic alerts, and macro notes
01:41
Systemic87Systemic monitor
Mercuria challenging the ‘Dow Jones of shipping’ in court after Hormuz losses00:01
00:01
00:01
Alliance Resource Partners tops revenue estimates despite earnings miss
Alliance Resource Partners
Earnings
104 items
Scheduled reports and post-earnings memos
Earnings
143 items
Scheduled reports and post-earnings memos
bmo
GEV earnings
GE Vernova's $176 billion backlog and raised 2026 guidance support business momentum, but its prior-quarter EPS miss and lack of verified positive estimate revisions, revenue upside versus consensus, and reliable recent tape evidence do not establish a pre-earnings surprise setup.
GE Vernova Inc Common
amc
GOOGL earnings
Pre-event estimates and the prior-quarter cloud/AI demand narrative provide some upside context, but the stock fell about 7% over the five sessions through Oct. 23, closed near the bottom of its Oct. 23 range, and communication services were the weakest sector that week. The required strength and accumulation checks fail, so this is not a qualifying surprise setup.
Alphabet Inc Class A Common
amc
MSFT earnings
MSFT has a modestly positive recent EPS revision and a high close within the latest session’s range, but its five-session price trend is negative, no recent 1.5x volume event is established, and checked sources do not establish a positive revenue revision or upside indicator; insufficient evidence for a qualifying pre-event setup.
Microsoft Corp Common
Earnings
191 items
Scheduled reports and post-earnings memos
amc
INTC earnings
Intel has a credible server-CPU demand and supply-improvement narrative, but the checked sources do not establish positive current estimate revisions or the required pre-event tape signals; the recent technology-sector selloff further weakens the setup.
Intel Corp Common
Earnings
22 items
Scheduled reports and post-earnings memos
Recent Context
Already-happened research items are kept for context, newest first.
News & Research
4 items
Material events, systemic alerts, and macro notes
Earnings
6 items
Scheduled reports and post-earnings memos
Earnings 2026-10-22
CUBI post-earnings memo
The verified Q3 release and reported consensus comparison are positive, and an indicative October 23 quote near $83 was about 5.4% above the $78.73 pre-release close. That is an intraday reaction, not a confirmed closing gain or proof the move will hold. No post-print analyst rating, target, or forward-estimate revision was verified; the packet's pre-earnings Zacks item is not a company earnings release. Social, options, short-interest, and employee-sentiment coverage was not supplied.
Customers Bancorp
Earnings 2026-10-22
FCAP post-earnings memo
The October 22 anchor is $63.94. A market quote showed $62.38 at 14:55 UTC on October 23, down 2.44% from that close, but no Q3 release had been verified, so this cannot be attributed to earnings. No reliable post-print analyst revision or consensus-surprise data was found. The deterministic prior is negative over 20–120 days; despite strong Q2 source evidence, the trigger itself remains unconfirmed.
First Capital
Earnings 2026-10-22
HFWA post-earnings memo
HFWA closed October 22 at $28.52, up 3.03% on the release day, according to [MarketBeat's dated quote](https://www.marketbeat.com/stocks/NASDAQ/HFWA/earnings/). The reaction is consistent with a favorable initial reading but does not isolate the earnings cause or establish that the move will hold. This T+1 view has company results and call commentary, but no verified post-print analyst revisions. Social, options, short-interest, and employee measures were unavailable; zero values above are placeholders, not observed readings.
Heritage Financial
Earnings 2026-10-22
PINE post-earnings memo
Company results and guidance are positive, but the initial market response is not: a live quote at 14:58:55 UTC on October 23 was $16.925, about 2.8% below the packet's $17.42 October 22 close. That is an intraday observation, not a final close or proof of causation. [Stifel target-cut report](https://ng.investing.com/news/stock-market-news/stifel-cuts-alpine-income-property-stock-price-target-on-2026-guidance-93CH-2754458) The earnings call was scheduled for October 23; transcript-based revisions and a dependable analyst consensus are not yet available in the packet. Unavailable sentiment metrics above are placeholders, not measured neutral readings.
Alpine Income Property Trust
Earnings 2026-10-22
COLM post-earnings memo
This is a pre-earnings monitoring view, not a completed T+1 earnings follow-up. Columbia's October 15 announcement schedules Q3 results for October 29, so an earnings surprise, immediate post-release price move and post-print analyst revisions are unavailable. The $62.07 anchor predates that release. The deterministic positive prior does not resolve the calendar error or the distinction between tariff-assisted reported profit and underlying performance. Zero-valued sentiment fields indicate unavailable measurements, not neutral readings. [Columbia IR announcement](https://investor.columbia.com/news-events/press-releases/detail/391/columbia-sportswear-company-to-announce-third-quarter-2026)
Columbia Sportswear
Earnings 2026-10-22
BE post-earnings memo
Company-reported results and guidance are strongly positive, but price action was not: [Investing.com](https://www.investing.com/news/stock-market-news/why-is-bloom-energy-stock-sliding-today-93CH-4967429) reported an initial 4.5% after-hours decline, and [subsequent morning coverage](https://ng.investing.com/news/stock-market-news/why-is-bloom-energy-stock-tumbling-today-93CH-2754792) reported a deeper selloff. The $217.77 anchor is the October 22 close, not a verified post-print trading price. One reported target increase is available, but a complete post-print revision set is not; no sufficiently covered social, options-skew or short-interest measures were supplied. Numeric zeroes in those sentiment fields denote unavailable data, not neutral readings.
Bloom Energy
News & Research
1 item
Material events, systemic alerts, and macro notes
News & Research
1 item
Material events, systemic alerts, and macro notes
News & Research
1 item
Material events, systemic alerts, and macro notes
09:15
Macro0email body
Pulse1. As of Aug. 3; latest COT Jul. 28: SG CTA is +8.99% YTD and SG Trend +8.52%, but latest daily prints were −1.35% / −1.71%; trend breadth collapsed to 30% amid crude, USD and grain reversals.
News & Research
2 items
Material events, systemic alerts, and macro notes
11:16
Macro0email body
pulseCapital Formation Monitor: Week Ended July 29, 2026 What changed Capital is no longer merely funding AI compute capacity. It is increasingly assuming the construction, power-price, transmission, technology and credit risks required to make that capacity operational. The week’s...
News & Research
1 item
Material events, systemic alerts, and macro notes
15:26
Macro0email body
pulseWeekly Global Macro Liquidity, Credit and System-Stress Monitor Market data through Friday, July 24, 2026. Fed balance-sheet data through July 22. Live geopolitical overlay through Sunday, July 26. Executive read Current regime: selective risk-off with a stagflationary bias, b...
News & Research
1 item
Material events, systemic alerts, and macro notes
News & Research
1 item
Material events, systemic alerts, and macro notes