Calendar
Earnings, material events, systemic alerts, and macro research on one tape.
Window 30d/526 items/As of 2026-10-25
Upcoming
500
Earnings
500
Surprises
4
Post-earnings
6
Event Tape
12
Macro Notes
8
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
194 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
19 items
Scheduled reports and post-earnings memos
Recent Context
Already-happened research items are kept for context, newest first.
News & Research
2 items
Material events, systemic alerts, and macro notes
09:07
Systemic74Systemic monitor
Ukraine says Starlink and Starshield high speed restrictions have been liftedEarnings
6 items
Scheduled reports and post-earnings memos
Earnings 2026-10-22
OSK post-earnings memo
This is a pre-earnings monitoring view, not a post-print assessment: Oshkosh schedules Q3 results for October 29. Thus Q3 surprise, guidance revisions, analyst changes and earnings-linked price reaction are unavailable. The October 22 anchor was $134.29, but its daily move is not a post-Q3 reaction. The packet's recent headlines provide little OSK operating evidence. Numeric zeros in sentiment fields mean unavailable data, not neutral readings. The deterministic directional prior remains neutral despite a high thesis-change score driven by the misdated scheduled trigger. [#PR-EARNINGS-2026-10-15] [Company announcement](https://www.investors.oshkoshcorp.com/news/oshkosh-corporation-to-announce-third-quarter-2026-earnings-on-october-29-2026/1f44f6ef-087b-409a-8a59-cd56e01b1954).
Oshkosh
Earnings 2026-10-22
PCB post-earnings memo
The October 22 close of $28.78 is an anchor, not a verified post-earnings reaction. No Q3 result-linked price move or post-print analyst target or estimate revision is available. The company investor-relations release listing checked showed September 28 repurchase news as its latest listed release, so sentiment remains a low-conviction monitoring assessment rather than an earnings-beat call.
PCB Bancorp
Earnings 2026-10-22
FIBK post-earnings memo
Mixed-to-cautious T+1 tone: the $0.65 EPS result disappointed one documented consensus despite stronger margin. FIBK traded at $36.28 at 14:39 UTC on October 23, down 1.63% from the packet's $36.88 October 22 close; this is an intraday move, not a final post-earnings reaction. No verified post-print analyst revisions were found, and consensus EPS figures differ across providers. [Company earnings exhibit](https://www.sec.gov/Archives/edgar/data/860413/000086041326000097/fibk-20260930x8kpr.htm) [Zacks comparison](https://www.zacks.com/stock/news/3013348/first-interstate-bancsystem-fibk-misses-q3-earnings-estimates)
First Interstate BancSystem
Earnings 2026-10-22
LNN post-earnings memo
The earnings beat and acquisition announcement improved the news flow, but the initial reaction is not unambiguously positive: a live quote showed $108.01 at 14:36 UTC on October 23, down 3.55% from the packet's $111.99 October 22 close. That intraday move is not a final post-print return. One reported post-print revision cut Stifel's target to $119; broader estimate and target revisions remain unavailable. No reliable social, options, short-interest or employee measures were supplied. [Stifel revision report](https://za.investing.com/news/stock-market-news/stifel-cuts-lindsay-stock-price-target-to-119-on-subdued-fundamentals-93CH-4522553)
Lindsay
Earnings 2026-10-22
ALLE post-earnings memo
The Q3 beat and raised outlook produced a strong positive initial reaction: ALLE closed October 22 at $176.52, up 11.02%. One reported October 23 BofA upgrade and target increase provides an early positive revision signal, but broader analyst and forward-estimate changes are not yet established. The news-sentiment value is a qualitative estimate, not a measured feed score; zero social, options, short-interest and employee values mean unavailable data, not neutral readings. [Price history](https://www.investing.com/equities/allegion-public-historical-data) [BofA action listing](https://www.benzinga.com/quote/ALLE/price-targets)
Allegion Public
Earnings 2026-10-22
DOW post-earnings memo
The October 22 close of $31.81 was 4.71% above the prior close, consistent with a favorable initial response to the beat and outlook; it does not establish that the move will persist. [DOW price history](https://stockanalysis.com/stocks/dow/history/) One reported Mizuho target increase is an early revision signal, not broad analyst confirmation. Social, options, short-interest and employee-sentiment measures were unavailable in the packet; zero entries above mean unavailable, not neutral observations.
Dow
News & Research
10 items
Material events, systemic alerts, and macro notes
15:11
Systemic84Systemic monitor
Melania Trump 'Brokers' Oleshky Ceasefire - But The White House And Russia Give Different Start Dates12:13
12:13
12:13
10:11
News & Research
1 item
Material events, systemic alerts, and macro notes
News & Research
1 item
Material events, systemic alerts, and macro notes
News & Research
2 items
Material events, systemic alerts, and macro notes
10:10
Macro0email body
pulseSynthetic biology and biotech scaling update, current through June 3, 2026 The biggest signal this week: the field is moving from “can we design biology?” to “can we manufacture, regulate, and verify it at scale?” The hard bottleneck is no longer just circuit design. It is syn...
News & Research
1 item
Material events, systemic alerts, and macro notes
22:54
Macro0macro
Regime shift: collateral over reserves# 🌐 Weekly Macro Liquidity, Credit & System Stress Dashboard
News & Research
1 item
Material events, systemic alerts, and macro notes
News & Research
1 item
Material events, systemic alerts, and macro notes
22:36
Macro0macro
Liquidity OK — transmission strained# 🌐 Weekly Macro Liquidity, Credit & System Stress Monitor
News & Research
1 item
Material events, systemic alerts, and macro notes
11:16
Macro0macro
Market plumbing now the key constraint# 🌐 Weekly Macro Liquidity, Credit & System Stress Dashboard