Calendar

Earnings, material events, systemic alerts, and macro research on one tape.

Window 30d/263 items/As of 2026-07-18
Upcoming
247
Earnings
237
Surprises
11
Post-earnings
6
Event Tape
12
Macro Notes
8
Today & Upcoming
Current and future events are ordered nearest first.
247 shown6 days
Sat
Jul 18
Today
10 items
Top
News & Research
10 items
Material events, systemic alerts, and macro notes
08:35
News72External coverage
Fighting to wake up : Mission family recalls race to bring intubated sister back across the border
Fighting to wake up : Mission family recalls race to bring intubated sister back across the border
Mon
Jul 20
In 2d
14 items
Top
Earnings
14 items
Scheduled reports and post-earnings memos
bmo
EarningsAI memo
DPZ earnings
Domino's Pizza Inc Common
bmo
EarningsAI memo
DX earnings
Dynex Capital Inc Common
amc
EarningsAI memo
SBUX earnings
Starbucks Corp Common
amc
EarningsAI memo
BKR earnings
Baker Hughes Company Class A Common
amc
EarningsAI memo
STLD earnings
Steel Dynamics Inc Common
amc
EarningsAI memo
WRB earnings
W. R. Berkley Corp Common
amc
EarningsAI memo
CCK earnings
Crown Holdings Inc Common
amc
EarningsAI memo
AGNC earnings
AGNC Investment Corp Common
amc
EarningsAI memo
WTFC earnings
Wintrust Financial Corp Common
amc
EarningsAI memo
ZION earnings
Zions Bancorporation NA Common
amc
EarningsAI memo
BOKF earnings
BOK Financial Corp Common
amc
EarningsAI memo
SFBS earnings
ServisFirst Bancshares Inc Common
amc
EarningsAI memo
CALX earnings
Calix Inc Common
amc
EarningsAI memo
MCRI earnings
Monarch Casino & Resort Inc Common
Tue
Jul 21
In 3d
46 items
Top
Earnings
46 items
Scheduled reports and post-earnings memos
bmo
EarningsSurprise 34Non-qualifyingSetup
SCHW earnings
Schwab shows credible EPS and revenue consensus plus strong trading and asset-gathering momentum, but the recent tape softened into the event and no positive estimate-revision, revenue-upside, close-location, or volume-accumulation confirmation was established.
Charles Schwab Corp Common
bmo
EarningsSurprise 86High qualitySetup
DHR earnings
Danaher combines a positive +0.62% Earnings ESP, consensus Q2 revenue of approximately $6.09 billion, management commentary on a recovery led by bioprocessing and Life Sciences, strong pre-event price action, a 0.95 close-location reading, and relative strength versus XLV; the main caution is disclosed shareholder litigation and only modest revenue growth.
Danaher Corp Common
bmo
EarningsAI memo
GD earnings
General Dynamics Corp Common
bmo
EarningsAI memo
MRSH earnings
Marsh & McLennan Companies Inc Common
bmo
EarningsAI memo
MMM earnings
3M Co Common
bmo
EarningsAI memo
NOC earnings
Northrop Grumman Corp Common
bmo
EarningsAI memo
GM earnings
General Motors Co Common
bmo
EarningsAI memo
MSCI earnings
MSCI Inc Class A Common
bmo
EarningsAI memo
DHI earnings
D.R. Horton Inc Common
bmo
EarningsAI memo
HAL earnings
Halliburton Co Common
bmo
EarningsAI memo
KEY earnings
KeyCorp Common
bmo
EarningsAI memo
SYF earnings
Synchrony Financial Common
bmo
EarningsAI memo
EFX earnings
Equifax Inc Common
bmo
EarningsAI memo
GPC earnings
Genuine Parts Co Common
bmo
EarningsAI memo
ALLY earnings
Ally Financial Inc Common
bmo
EarningsAI memo
HAS earnings
Hasbro Inc Common
bmo
EarningsAI memo
VICR earnings
Vicor Corp Common
bmo
EarningsAI memo
VMI earnings
Valmont Industries Inc Common
bmo
EarningsAI memo
AUB earnings
Atlantic Union Bankshares Corp Common
bmo
EarningsAI memo
UCB earnings
United Community Banks Inc Common
bmo
EarningsAI memo
OFG earnings
OFG Bancorp Common
amc
EarningsAI memo
CB earnings
Chubb Ltd Common
amc
EarningsAI memo
COF earnings
Capital One Financial Corp Common
amc
EarningsSurprise 49Non-qualifyingSetup
IBKR earnings
Interactive Brokers has a confirmed date, consensus EPS and revenue, positive customer and trading-activity momentum, and a 2.37% five-session gain, but the checked sources did not establish a positive current-quarter revision or revenue upside and did not provide enough range data for a close-location pass.
Interactive Brokers Group Inc Class A Common
amc
EarningsAI memo
EQT earnings
EQT Corp Common
amc
EarningsAI memo
EWBC earnings
East West Bancorp Inc Common
amc
EarningsAI memo
NLY earnings
Annaly Capital Management Inc Common
amc
EarningsAI memo
ICLR earnings
ICON Plc Common
amc
EarningsAI memo
WBS earnings
Webster Financial Corp Common
amc
EarningsAI memo
WAL earnings
Western Alliance Bancorporation Common
amc
EarningsAI memo
RRC earnings
Range Resources Corp Common
amc
EarningsAI memo
HWC earnings
Hancock Whitney Corp Common
amc
EarningsAI memo
OZK earnings
Bank OZK Common
amc
EarningsAI memo
WFRD earnings
Weatherford International plc Common
amc
EarningsAI memo
PEGA earnings
Pegasystems Inc Common
amc
EarningsAI memo
ALK earnings
Alaska Air Group Inc Common
amc
EarningsAI memo
VKTX earnings
Viking Therapeutics Inc Common
amc
EarningsAI memo
NP earnings
Neptune Insurance Holdings Inc Class A Common
amc
EarningsAI memo
WSBC earnings
WesBanco Inc Common
amc
EarningsAI memo
FFBC earnings
First Financial Bancorp. Common
amc
EarningsAI memo
NBHC earnings
National Bank Holdings Corporation Class A Common
Time pending
EarningsAI memo
PLXS earnings
Plexus Corp Common
Time pending
EarningsAI memo
TMHC earnings
Taylor Morrison Home Corp Common
Time pending
EarningsAI memo
NIC earnings
Nicolet Bankshares Inc Common
Time pending
EarningsAI memo
SYBT earnings
Stock Yards Bancorp Inc Common
Time pending
EarningsAI memo
ARR earnings
ARMOUR Residential REIT Inc Common
Wed
Jul 22
In 4d
72 items
Top
Earnings
72 items
Scheduled reports and post-earnings memos
bmo
EarningsAI memo
PM earnings
Philip Morris International Inc Common
bmo
EarningsSurprise 77Strong watchlistSetup
GEV earnings
GEV has the strongest pre-event fundamental setup in the checked subset: company guidance was raised alongside $163 billion of backlog, while external estimates also moved materially higher. The tape improved over the last five sessions and produced a strong close location, but the stock remains below its 20-day level and the recent volume surge did not clearly exceed 1.5x normal, so this is a watchlist rather than a high-conviction setup.
GE Vernova Inc Common
bmo
EarningsAI memo
T earnings
AT&T Inc Common
bmo
EarningsAI memo
MCO earnings
Moody's Corp Common
bmo
EarningsAI memo
CME earnings
CME Group Inc Class A Common
bmo
EarningsSurprise 57Near missSetup
TEL earnings
TE Connectivity has a positive +0.18% Earnings ESP, a revenue outlook near consensus, a qualifying close-location session, and short-term relative strength, but the stock remains down 6.12% over twenty sessions, volume lacks a clear 1.5-times accumulation event, and XLK is under pressure.
TE Connectivity plc Common
bmo
EarningsAI memo
WAB earnings
Westinghouse Air Brake Technologies Corp Common
bmo
EarningsAI memo
NTRS earnings
Northern Trust Corp Common
bmo
EarningsAI memo
TDY earnings
Teledyne Technologies Inc Common
bmo
EarningsAI memo
OTIS earnings
Otis Worldwide Corp Common
bmo
EarningsAI memo
WST earnings
West Pharmaceutical Services Inc Common
bmo
EarningsAI memo
PHM earnings
PulteGroup Inc Common
bmo
EarningsAI memo
RPM earnings
RPM International Inc Common
bmo
EarningsAI memo
SF earnings
Stifel Financial Corp Common
bmo
EarningsAI memo
ONB earnings
Old National Bancorp Common
bmo
EarningsAI memo
TNL earnings
Travel + Leisure Co Common
bmo
EarningsAI memo
BMI earnings
Badger Meter Inc Common
bmo
EarningsAI memo
LAZ earnings
Lazard Inc Common
bmo
EarningsAI memo
FBP earnings
First BanCorp Common
bmo
EarningsAI memo
CALM earnings
Cal-Maine Foods Inc Common
bmo
EarningsAI memo
MKTX earnings
MarketAxess Holdings Inc Common
bmo
EarningsAI memo
BKU earnings
BankUnited Inc Common
bmo
EarningsAI memo
FBNC earnings
First Bancorp /NC Common
amc
EarningsSurprise 58Near missSetup
GOOGL earnings
GOOGL has modest positive estimate revision evidence and strong expected revenue growth, but the pre-event tape is weak: the stock fell about 3.36% over five sessions and 4.65% over twenty sessions, while its communication-services sector benchmark was also under pressure. The close-location signal is barely positive, but the combined price, volume, and sector backdrop does not meet the screen's quality bar.
Alphabet Inc Class A Common
amc
EarningsSurprise 58Near missSetup
TSLA earnings
Tesla has the strongest pre-event estimate signal in this bounded review: Zacks reported a positive 16.52% Earnings ESP and a two-cent upward EPS revision, while Tesla reported above-model Q2 deliveries and energy-storage deployments. The setup remains non-qualifying because final-session price strength, close-location, volume accumulation, and sector-relative-strength checks were not verifiable from the bounded tape retrieval.
Tesla Inc Common
amc
EarningsSurprise 28Non-qualifyingSetup
TXN earnings
Texas Instruments has a credible consensus EPS and revenue source and a prior estimate-revision history, but the near-event estimate trend was flat, the stock had declined over the recent window, and neither close location nor volume accumulation confirmed sponsorship. It is not a qualifying surprise setup.
Texas Instruments Inc Common
amc
EarningsSurprise 32Non-qualifyingSetup
NOW earnings
ServiceNow has credible revenue consensus and a durable software demand narrative, but the checked sources did not establish positive near-term estimate revisions or revenue upside, and the available July 16 tape did not meet the close-location or volume thresholds. The evidence is insufficient for a pre-earnings surprise setup.
ServiceNow Inc Common
amc
EarningsAI memo
CSX earnings
CSX Corp Common
amc
EarningsAI memo
KMI earnings
Kinder Morgan Inc Class P Common
amc
EarningsAI memo
CCI earnings
Crown Castle Inc Common
amc
EarningsAI memo
RJF earnings
Raymond James Financial Inc Common
amc
EarningsAI memo
LVS earnings
Las Vegas Sands Corp Common
amc
EarningsAI memo
AVB earnings
AvalonBay Communities Inc Common
amc
EarningsAI memo
EQR earnings
Equity Residential Common
amc
EarningsAI memo
LUV earnings
Southwest Airlines Co Common
amc
EarningsAI memo
ROL earnings
Rollins Inc Common
amc
EarningsAI memo
PKG earnings
Packaging Corporation of America Common
amc
EarningsAI memo
RS earnings
Reliance Inc Common
amc
EarningsAI memo
MEDP earnings
Medpace Holdings Inc Common
amc
EarningsAI memo
PNFP earnings
Pinnacle Financial Partners Inc Common
amc
EarningsAI memo
GL earnings
Globe Life Inc Common
amc
EarningsAI memo
RNR earnings
RenaissanceRe Holdings Ltd Common
amc
EarningsAI memo
ELS earnings
Equity LifeStyle Properties Inc Common
amc
EarningsAI memo
KNX earnings
Knight-Swift Transportation Holdings Inc Class A Common
amc
EarningsAI memo
GGG earnings
Graco Inc Common
amc
EarningsAI memo
MOH earnings
Molina Healthcare Inc Common
amc
EarningsAI memo
EGP earnings
EastGroup Properties Inc Common
amc
EarningsAI memo
SEIC earnings
SEI Investments Co Common
amc
EarningsAI memo
FR earnings
First Industrial Realty Trust Inc Common
amc
EarningsAI memo
FAF earnings
First American Financial Corp Common
amc
EarningsAI memo
EPRT earnings
Essential Properties Realty Trust Inc Common
amc
EarningsAI memo
WH earnings
Wyndham Hotels & Resorts Inc Common
amc
EarningsAI memo
WEX earnings
WEX Inc Common
amc
EarningsAI memo
RLI earnings
RLI Corp Common
amc
EarningsAI memo
SON earnings
Sonoco Products Co Common
amc
EarningsAI memo
FULT earnings
Fulton Financial Corp Common
amc
EarningsAI memo
TCBI earnings
Texas Capital Bancshares Inc Common
amc
EarningsAI memo
OII earnings
Oceaneering International Inc Common
amc
EarningsAI memo
CATY earnings
Cathay General Bancorp Common
amc
EarningsAI memo
SLG earnings
SL Green Realty Corp Common
amc
EarningsAI memo
LBRT earnings
Liberty Energy Inc Class A Common
amc
EarningsAI memo
QS earnings
QuantumScape Corporation Class A Common
amc
EarningsAI memo
FRME earnings
First Merchants Corp Common
amc
EarningsAI memo
KALU earnings
Kaiser Aluminum Corp Common
amc
EarningsAI memo
EFSC earnings
Enterprise Financial Services Corp Common
amc
EarningsAI memo
BANR earnings
Banner Corp Common
amc
EarningsAI memo
GTY earnings
Getty Realty Corp Common
amc
EarningsAI memo
STC earnings
Stewart Information Services Corp Common
amc
EarningsAI memo
NTST earnings
NETSTREIT Corp Common
Time pending
EarningsAI memo
SANM earnings
Sanmina Corp Common
Time pending
EarningsAI memo
BVN earnings
Compania de Minas Buenaventura SAA ADR
Time pending
EarningsAI memo
UBSI earnings
United Bankshares Inc Common
Thu
Jul 23
In 5d
87 items
Top
Earnings
87 items
Scheduled reports and post-earnings memos
bmo
EarningsSurprise 27Non-qualifyingSetup
RTX earnings
RTX has a confirmed earnings event, a prior-quarter EPS beat, and one strong close-location reading, but the checked sources did not establish a positive estimate revision, revenue upside, or volume accumulation. The stock declined over the latest five-session comparison and the sector-relative-strength check remained incomplete.
RTX Corp Common
bmo
EarningsAI memo
TMUS earnings
T-Mobile US Inc Common
bmo
EarningsAI memo
TMO earnings
Thermo Fisher Scientific Inc Common
bmo
EarningsAI memo
UNP earnings
Union Pacific Corp Common
bmo
EarningsAI memo
BX earnings
Blackstone Inc Common
bmo
EarningsAI memo
LMT earnings
Lockheed Martin Corp Common
bmo
EarningsAI memo
CMCSA earnings
Comcast Corporation Class A Common
bmo
EarningsAI memo
FCX earnings
Freeport-McMoRan Inc Common
bmo
EarningsAI memo
AON earnings
Aon Plc Class A Common
bmo
EarningsAI memo
NSC earnings
Norfolk Southern Corp Common
bmo
EarningsAI memo
HON earnings
Honeywell International Inc Common
bmo
EarningsAI memo
NDAQ earnings
Nasdaq Inc Common
bmo
EarningsAI memo
AMP earnings
Ameriprise Financial Inc Common
bmo
EarningsAI memo
PCG earnings
PG&E Corp Common
bmo
EarningsAI memo
HBAN earnings
Huntington Bancshares Inc Common
bmo
EarningsAI memo
ROP earnings
Roper Technologies Inc Common
bmo
EarningsAI memo
DOV earnings
Dover Corp Common
bmo
EarningsAI memo
TECK earnings
Teck Resources Ltd Class B Common
bmo
EarningsAI memo
FCNCA earnings
First Citizens BancShares Inc Class A Common
bmo
EarningsAI memo
DGX earnings
Quest Diagnostics Inc Common
bmo
EarningsAI memo
CMS earnings
CMS Energy Corp Common
bmo
EarningsAI memo
DOW earnings
Dow Inc Common
bmo
EarningsAI memo
SNA earnings
Snap-on Inc Common
bmo
EarningsAI memo
TSCO earnings
Tractor Supply Co Common
bmo
EarningsAI memo
ALLE earnings
Allegion Public Ltd Co Common
bmo
EarningsAI memo
BPOP earnings
Popular Inc Common
bmo
EarningsAI memo
R earnings
Ryder System Inc Common
bmo
EarningsAI memo
ORI earnings
Old Republic International Corp Common
bmo
EarningsAI memo
AAL earnings
American Airlines Group Inc Common
bmo
EarningsAI memo
FCFS earnings
FirstCash Holdings Inc Common
bmo
EarningsAI memo
VLY earnings
Valley National Bancorp Common
bmo
EarningsAI memo
MBLY earnings
Mobileye Global Inc Class A Common
bmo
EarningsAI memo
POOL earnings
Pool Corp Common
bmo
EarningsAI memo
CLF earnings
Cleveland-Cliffs Inc Common
bmo
EarningsAI memo
COCO earnings
Vita Coco Company Inc Common
bmo
EarningsAI memo
BFH earnings
Bread Financial Holdings Inc Common
bmo
EarningsAI memo
AMBP earnings
Ardagh Metal Packaging SA Common
bmo
EarningsAI memo
VC earnings
Visteon Corp Common
bmo
EarningsAI memo
HOG earnings
Harley-Davidson Inc Common
bmo
EarningsAI memo
IMAX earnings
IMAX Corp Common
amc
EarningsSurprise 15DisqualifiedSetup
INTC earnings
Intel has credible EPS and revenue consensus data, a three-quarter EPS beat streak, and evidence of data-center revenue growth, but the stock fell sharply into the event while the semiconductor complex entered a broad selloff. The sector breakdown and weak relative strength invalidate the setup despite the operating catalyst.
Intel Corp Common
amc
EarningsAI memo
NEM earnings
Newmont Corp Common
amc
EarningsAI memo
URI earnings
United Rentals Inc Common
amc
EarningsAI memo
DLR earnings
Digital Realty Trust Inc Common
amc
EarningsAI memo
EW earnings
Edwards Lifesciences Corp Common
amc
EarningsAI memo
HIG earnings
Hartford Insurance Group Inc Common
amc
EarningsAI memo
VRSN earnings
VeriSign Inc Common
amc
EarningsAI memo
FSLR earnings
First Solar Inc Common
amc
EarningsAI memo
SSNC earnings
SS&C Technologies Holdings Inc Common
amc
EarningsAI memo
OVV earnings
Ovintiv Inc Common
amc
EarningsAI memo
DECK earnings
Deckers Outdoor Corp Common
amc
EarningsAI memo
SMMT earnings
Summit Therapeutics Inc Common
amc
EarningsAI memo
COLB earnings
Columbia Banking System Inc Common
amc
EarningsAI memo
REXR earnings
Rexford Industrial Realty Inc Common
amc
EarningsAI memo
KNSL earnings
Kinsale Capital Group Inc Common
amc
EarningsAI memo
GBCI earnings
Glacier Bancorp Inc Common
amc
EarningsAI memo
BYD earnings
Boyd Gaming Corp Common
amc
EarningsAI memo
MXL earnings
MaxLinear Inc Common
amc
EarningsAI memo
APPF earnings
AppFolio Inc Class A Common
amc
EarningsAI memo
ABCB earnings
Ameris Bancorp Common
amc
EarningsAI memo
PECO earnings
Phillips Edison & Company Inc Common
amc
EarningsAI memo
ENVA earnings
Enova International Inc Common
amc
EarningsAI memo
SIGI earnings
Selective Insurance Group Inc Common
amc
EarningsAI memo
EBC earnings
Eastern Bankshares Inc Common
amc
EarningsAI memo
ASB earnings
Associated Banc-Corp Common
amc
EarningsAI memo
SLM earnings
SLM Corp Common
amc
EarningsAI memo
WSFS earnings
WSFS Financial Corp Common
amc
EarningsAI memo
SKYW earnings
SkyWest Inc Common
amc
EarningsAI memo
FIBK earnings
First Interstate BancSystem Inc Common
amc
EarningsAI memo
RNG earnings
RingCentral Inc Class A Common
amc
EarningsAI memo
KN earnings
Knowles Corp Common
amc
EarningsAI memo
CUBI earnings
Customers Bancorp Inc Common
amc
EarningsAI memo
HTH earnings
Hilltop Holdings Inc Common
Time pending
EarningsAI memo
EME earnings
EMCOR Group Inc Common
Time pending
EarningsAI memo
ERIE earnings
Erie Indemnity Company Class A Common
Time pending
EarningsAI memo
ENSG earnings
Ensign Group Inc Common
Time pending
EarningsAI memo
ALSN earnings
Allison Transmission Holdings Inc Common
Time pending
EarningsAI memo
FSS earnings
Federal Signal Corp Common
Time pending
EarningsAI memo
ZGN earnings
Ermenegildo Zegna NV Common
Time pending
EarningsAI memo
TFSL earnings
TFS Financial Corp Common
Time pending
EarningsAI memo
TOWN earnings
TowneBank Common
Time pending
EarningsAI memo
NTCT earnings
NetScout Systems Inc Common
Time pending
EarningsAI memo
PATK earnings
Patrick Industries Inc Common
Time pending
EarningsAI memo
TBBK earnings
Bancorp Inc Common
Time pending
EarningsAI memo
CC earnings
Chemours Co Common
Time pending
EarningsAI memo
SPSC earnings
SPS Commerce Inc Common
Time pending
EarningsAI memo
CBZ earnings
CBIZ Inc Common
Fri
Jul 24
In 6d
18 items
Top
Earnings
18 items
Scheduled reports and post-earnings memos
bmo
EarningsAI memo
XOM earnings
Exxonmobil Holdings Corp Common
bmo
EarningsAI memo
AXP earnings
American Express Co Common
bmo
EarningsAI memo
NEE earnings
NextEra Energy Inc Common
bmo
EarningsAI memo
VZ earnings
Verizon Communications Inc Common
bmo
EarningsAI memo
SLB earnings
SLB Ltd Common
bmo
EarningsAI memo
CHTR earnings
Charter Communications Inc Class A Common
bmo
EarningsAI memo
THC earnings
Tenet Healthcare Corp Common
bmo
EarningsAI memo
CNH earnings
CNH Industrial NV Common
bmo
EarningsAI memo
BAH earnings
Booz Allen Hamilton Holding Corporation Class A Common
bmo
EarningsAI memo
LW earnings
Lamb Weston Holdings Inc Common
bmo
EarningsAI memo
FLG earnings
Flagstar Bank National Association Common
bmo
EarningsAI memo
GNTX earnings
Gentex Corp Common
bmo
EarningsAI memo
SXT earnings
Sensient Technologies Corp Common
bmo
EarningsAI memo
FHB earnings
First Hawaiian Inc Common
bmo
EarningsAI memo
LBTYA earnings
Liberty Global Ltd Class A Common
bmo
EarningsAI memo
DAN earnings
Dana Inc Common
bmo
EarningsAI memo
GRC earnings
Gorman-Rupp Co Common
Time pending
EarningsAI memo
SSB earnings
SouthState Bank Corp Common
Recent Context
Already-happened research items are kept for context, newest first.
16 shown7 days
Fri
Jul 17
Yesterday
8 items
Top
Earnings
6 items
Scheduled reports and post-earnings memos
Earnings 2026-07-16
MemoT+1Ticker
HRI post-earnings memo
Primary operating evidence is strong for Q1 but earnings-specific evidence for the scheduled Q2 follow-up remains unavailable. A secondary StockStory recap described Q1 revenue and EPS as beats while characterizing full-year guidance as comparatively weak [#PR-EARNINGS-2026-06-29]; it is not treated as an official company release. The live quote feed showed $153.14, up $4.19 or about 2.8%, but did not establish that the move was earnings-driven. No post-print analyst target or estimate revisions were available, so the setup remains a cautious monitoring view.
Herc
Earnings 2026-07-16
MemoT+1Ticker
USB post-earnings memo
News tone is positive after the record-revenue Q2 release and strong EPS growth. Social, options, short-interest, employee, consensus-surprise, analyst-revision, and verified post-release price-reaction data are unavailable; therefore this remains a cautious post-earnings monitoring view rather than a high-conviction upgrade.
US Bancorp
Earnings 2026-07-16
MemoT+1Ticker
UNH post-earnings memo
News tone is strongly positive after the Q2 release and guidance increase, with packet coverage reporting a roughly 10% post-print rally. The primary earnings evidence is strong, but social coverage and post-print analyst revisions are unavailable; therefore, confidence should remain below a full-conviction bullish rating and focus on whether the initial reaction holds.
UnitedHealth Group
Earnings 2026-07-16
MemoT+1Ticker
TFC post-earnings memo
The evidence tone is positive after a strong Q2 print, but the packet lacks post-release price action, analyst target changes, and social coverage. The July 16 anchor predates the July 17 filing, so market confirmation remains unavailable; treat this as a tentative positive monitoring view.
Truist Financial
Earnings 2026-07-16
MemoT+1Ticker
STT post-earnings memo
T+1 post-earnings tone is positive: primary company materials confirm a strong beat, improved FY2026 outlook and new medium-term targets, while secondary coverage reported an initial share-price rise of about 2%. Post-print analyst revisions and target changes remain unavailable, and social coverage is absent; the stock is already near the available median target, so follow-through should be monitored rather than assumed.
State Street
Earnings 2026-07-16
MemoT+1Ticker
SRCE post-earnings memo
The T+1 earnings follow-up remains unresolved: the packet lacks a Q2 company result, transcript, analyst reaction, verified post-release price attribution, and social sentiment aggregate. The latest primary print was operationally positive but mixed, with record earnings and capital return alongside higher credit costs and weaker deposits [#SEC-8K-2026-04-23]. The deterministic prior turned negative with expected returns of -3.94% over 20 days and -8.28% over 120 days, so this is a cautious monitoring setup rather than a fresh bullish signal.
1st Source
News & Research
2 items
Material events, systemic alerts, and macro notes
Tue
Jun 30
18d ago
1 item
Top
News & Research
1 item
Material events, systemic alerts, and macro notes
10:03
Macro0email body
Pulse
Debt, leverage & balance-sheet health update: June 30, 2026
Sat
Jun 27
21d ago
1 item
Top
News & Research
1 item
Material events, systemic alerts, and macro notes
20:44
Macro0email body
Pulse
Global housing and real-asset cycle update, June 27, 2026
Mon
Jun 22
26d ago
1 item
Top
News & Research
1 item
Material events, systemic alerts, and macro notes
17:47
Macro0email body
pulse
1. As of Jun 22; latest visible COT Jun 9: SocGen trend still positive but soft: SG CTA +0.10% d / +7.55% YTD, SG Trend +0.08% / +7.16%, STTI -0.60%. (Société Générale<https://wholesale.banking.societegenerale.com/fileadmin/indices_feeds/ti_screen/index.html?utm_source=chatgpt...
Sun
Jun 21
27d ago
2 items
Top
News & Research
2 items
Material events, systemic alerts, and macro notes
23:09
Macro0email body
Pulse
Global housing and real-asset cycle update, June 20, 2026
23:08
Macro0email body
Pulse
Weekly Global Macro Liquidity, Credit & System Stress Monitor
Tue
Jun 16
32d ago
2 items
Top
News & Research
2 items
Material events, systemic alerts, and macro notes
10:24
Macro0email body
Pulse
Resource nationalism update, June 15, 2026
10:12
Macro0email body
Pulse
Debt, leverage & balance-sheet health update: June 16, 2026
Mon
Jun 15
33d ago
1 item
Top
News & Research
1 item
Material events, systemic alerts, and macro notes
13:30
Macro0email body
Pulse
Weekly AI infrastructure build-out update: through June 15, 2026