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
R post-earnings memo
The primary release and initial analyst revision are constructive, but market reaction is unsettled: coverage reported a strong October 22 earnings-day rise, while an October 23 intraday quote was below the packet's $265.53 close. Stephens raised its target; broader post-print estimate and target revisions are not established. Sentiment fields shown as zero denote unavailable measures, not neutral observations. [Earnings-day reaction](https://finance.yahoo.com/markets/stocks/articles/ryder-soars-10-raised-outlook-205449308.html) [Stephens revision report](https://ng.investing.com/news/stock-market-news/stephens-raises-ryder-systems-stock-price-target-on-earnings-beat-93CH-2754541)
Ryder System
Earnings 2026-10-22
GD post-earnings memo
Neutral monitoring view, consistent with the delta packet's neutral directional prior and small expected-return signal. The company announced an October 30 Q3 call, so there is no verified October 22 earnings surprise or post-release price reaction to interpret. Post-print analyst target and estimate revisions are likewise unavailable; absence is not a positive signal. The supplied $350.79 price is an October 22 pre-results anchor. Zero sentiment measures denote unavailable data, not neutral observations. [#PR-2026-10-09] https://investorrelations.gd.com/news/press-release-details/2026/General-Dynamics-to-Webcast-2026-Third-Quarter-Financial-Results-Conference-Call/default.aspx
General Dynamics
Earnings 2026-10-22
SRCE post-earnings memo
The company release and the EPS beat make the immediate news tone positive [#SEC-8K-2026-10-22]. A market quote at 14:11 UTC on October 23 showed $88.72, up about 1.8% from the packet's $87.18 close; this is an intraday observation, not a closing reaction. Post-print analyst revisions were not verified, and absent revision data is not positive evidence. The deterministic score's negative directional prior and limited target upside keep this a cautious post-earnings monitoring view. [Market quote](https://www.google.com/finance/quote/SRCE:NASDAQ)
1st Source
Earnings 2026-10-22
ESCA post-earnings memo
This is a pre-earnings monitoring update, not a post-print assessment: the company confirmed an October 29 release, correcting the queue's October 22 earnings-date premise. The $18.89 anchor is an October 22 close, not a post-results reaction. Q3 surprise, guidance changes and analyst revisions are unavailable; zero-valued sentiment fields denote unavailable measures, not neutral readings. Thin coverage and the negative deterministic prior warrant caution.
Escalade
Earnings 2026-10-22
COLB post-earnings memo
The initial earnings tone is positive, consistent with the packet's positive directional prior and strong primary-source evidence, but this is an early T+1 reading. A live quote check at 14:28 UTC showed $30.52, about 2.1% above the packet's October 22 close of $29.89; that is an incomplete-session move, not a confirmed closing reaction. No reliable post-print analyst revision was established. Sentiment fields other than headline buzz are unavailable; zero values are placeholders, not measured neutral readings.
Columbia Banking System
Earnings 2026-10-22
EVTC post-earnings memo
This is not a post-print reaction: the company schedules Q3 results for November 3. No earnings surprise, post-print price reaction, post-print analyst revision or target change is available as of October 23. The $33.33 anchor is pre-release; zero sentiment fields denote unavailable measurements, not neutral readings. The deterministic prior is positive but the mistimed trigger warrants cautious monitoring.
EVERTEC
News & Research
8 items
Material events, systemic alerts, and macro notes
00:04
News & Research
2 items
Material events, systemic alerts, and macro notes
News & Research
2 items
Material events, systemic alerts, and macro notes
11:05
Macro0macro
Liquidity Fragmentation & Early RepricingHere's a chat someone thought you'd want to see.
News & Research
1 item
Material events, systemic alerts, and macro notes