Calendar
Earnings, material events, systemic alerts, and macro research on one tape.
Window 30d/522 items/As of 2026-10-25
Upcoming
500
Earnings
500
Surprises
4
Post-earnings
6
Event Tape
8
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.
Earnings
6 items
Scheduled reports and post-earnings memos
Earnings 2026-10-22
SLM post-earnings memo
The earnings release is a negative thesis change despite strong volume. [Contemporaneous coverage reported a 3.9% after-hours fall](https://www.investing.com/news/earnings/sallie-mae-falls-nearly-4-on-q3-loss-disappointing-guidance-93CH-4967552); a subsequent live quote showed a roughly 10% decline to $19.58 on Oct. 23, but that intraday reaction is not a settled close. The pre-print EPS consensus in the packet was $0.12, while another source cited $0.17, so the precise surprise depends on the vendor; both imply a miss against the reported $0.19 loss. One reported analyst target cut is available, not a comprehensive revision set. No usable social, options, short-interest or employee-sentiment evidence was supplied; zero entries in those fields mean unavailable, not neutral readings.
Earnings 2026-10-22
FPH post-earnings memo
The company-confirmed guidance cut dominates the earnings follow-up. An intraday quote snapshot at 14:31 UTC on October 23 showed $4.145, about 7.9% below the packet's $4.50 October 22 anchor; that reaction was not a closing price. A [third-party earnings page](https://www.marketbeat.com/stocks/NYSE/FPH/earnings/) reports Q3 EPS of -$0.04 in line with its consensus, but verified post-print analyst revisions were unavailable. Missing revision evidence is not a positive signal. The prior baseline's constructive thesis is tempered by the guidance reset; the deterministic prior is neutral despite high evidence quality.
Five Point
Earnings 2026-10-22
OMC post-earnings memo
The earnings release supports a more constructive operating view than the prior neutral baseline, consistent with the packet's positive deterministic prior. Investing.com reported an initial 2.3% after-hours gain, but that is not evidence of a sustained post-print re-rating. [Initial reaction](https://www.investing.com/news/earnings/omnicom-beats-q3-earnings-and-revenue-estimates-shares-rise-2-93CH-4967355) Named post-print analyst revisions were not verified at this early T+1 point; social coverage was unavailable. Monitor Q4 delivery and cash conversion rather than extrapolating the initial reaction.
Omnicom Group
Earnings 2026-10-22
BWMX post-earnings memo
This T+1 update materially replaces the prior pre-acquisition monitoring thesis: Tupperware closed in June and is contributing, but organic growth and Jafra execution remain weak points. A market quote at 14:18 UTC on October 23 showed $15.77, down about 1.3% from the prior close; that intraday move is preliminary, not a settled post-print reaction. Verified post-print analyst revisions were unavailable. Coverage remains thin, and the deterministic score's positive directional prior is tempered by 0.24 evidence quality and 0.793 uncertainty. [BeFra release](https://www.befra.com/news-events/press-releases/detail/108/befra-reports-third-quarter-2026-results).
Betterware de Mexico SA.P.I de C.V
Earnings 2026-10-22
AMBP post-earnings memo
The release was operationally constructive, but the immediate market response was mixed: [Investing.com](https://ca.investing.com/news/stock-market-news/earnings-call-transcript-ardagh-metal-packaging-beats-on-revenue-in-q3-2026-93CH-4896947) reported a 3.27% premarket rise, while a later October 23 quote showed $4.61, roughly 2.5% below the packet's $4.73 October 22 close; this was an intraday quote, not a closing reaction. Post-print analyst revisions were not verified. Social, options, short-interest and employee measures were not supplied, so sentiment is based on earnings news and the limited price snapshot.
Ardagh Metal Packaging
Earnings 2026-10-22
CMCSA post-earnings memo
The October 22 earnings release is confirmed by Comcast's SEC-furnished exhibit. [Investing.com historical data](https://www.investing.com/equities/comcast-corp-new-historical-data) shows CMCSA closed October 22 at $22.84, up 3.44%, despite the broadband miss; whether that reaction holds is unverified. Initial coverage is mixed: EPS beat, subscriber disappointment. A post-print analyst-revision series is not independently confirmed. Sentiment fields set to zero denote unavailable social, options, short-interest and employee measures, not neutral readings.
Comcast
News & Research
8 items
Material events, systemic alerts, and macro notes
06:09
Civeo Announces Second Quarter 2026 Earnings Conference Call
GrafTech Announces Third Quarter 2026 Earnings Conference Call and Webcast
GrafTech International
News & Research
1 item
Material events, systemic alerts, and macro notes
News & Research
1 item
Material events, systemic alerts, and macro notes
09:21
Macro0macro
CTA Positioning: Long Risk, Trend WeakChatGPT helps you get answers, find inspiration, and be more productive.
News & Research
2 items
Material events, systemic alerts, and macro notes
11:54
Macro0macro
Collateral Tightness & Liquidity ShiftChatGPT helps you get answers, find inspiration, and be more productive.
News & Research
1 item
Material events, systemic alerts, and macro notes
08:44
Macro0macro
Refinancing & Leverage Risks RisingChatGPT helps you get answers, find inspiration, and be more productive.
News & Research
1 item
Material events, systemic alerts, and macro notes
17:40
Macro0macro
Power-led shift in digital buildoutChatGPT helps you get answers, find inspiration, and be more productive.
News & Research
1 item
Material events, systemic alerts, and macro notes
10:01
Macro0macro
Housing & real‑asset: early thawChatGPT helps you get answers, find inspiration, and be more productive.
News & Research
1 item
Material events, systemic alerts, and macro notes
11:34
Macro0macro
Capital Flows: AI, Infrastructure, CreditHere’s the latest synthesis of capital formation and venture flows, with a strict filter on where capital is clearly responding to real scientific or engineering breakthroughs. The pattern is no longer subtle. Capital markets have reorganized around AI infrastructure, energy s...