Calendar
Earnings, material events, systemic alerts, and macro research on one tape.
Window 30d/35 items/As of 2026-10-25
Upcoming
13
Earnings
13
Surprises
0
Post-earnings
6
Event Tape
8
Macro Notes
8
Earnings
13 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
ORC post-earnings memo
The October 23 intraday quote was $4.80, down about 2.0% from the prior close at 14:16 UTC; this is an early reaction, not a settled post-earnings move. [ORC market quote](https://finance.yahoo.com/quote/ORC/) The company had already estimated the Q3 loss and book value on October 14, complicating attribution of the move to the final release. [#SEC-8K-2026-10-14] No verified post-print rating, target or estimate revisions were found. Zero-valued sentiment fields denote unavailable measurements, not neutral readings; the unrelated Oracle news hit was excluded.
Orchid Island Capital
Earnings 2026-10-22
BY post-earnings memo
The earnings headline is constructive, but BY traded near the $37.99 prior close at approximately $37.95 as of 14:15 UTC on October 23, so the early market reaction was muted rather than confirming a rerating. No reliable post-print analyst target or estimate revisions were found. The Q3 company release supports the reported drivers; call digestion and a full-session price reaction remain open checks. [#SEC-8K-2026-10-22]
Byline Bancorp
Earnings 2026-10-22
PCG post-earnings memo
The immediate reported share reaction was approximately 2% lower following the Q3 miss and revenue shortfall. [Investing.com report](https://za.investing.com/news/earnings/pge-shares-slip-2-on-third-quarter-miss-revenue-shortfall-4518812) Available revenue estimates differ by provider ($6.59 billion in the packet's pre-print Zacks item versus $6.82 billion at Investing.com), but reported revenue was below both. Verified post-print analyst revisions are unavailable at this early T+1 follow-up; their absence is not positive evidence. No usable social, options, short-interest or employee-sentiment measurements were supplied.
PG&E
Earnings 2026-10-22
HON post-earnings memo
Earnings coverage is positive on adjusted EPS and raised guidance but mixed on the slight revenue miss and uneven segment margins. HON closed October 22 at $218.31, up 1.67% from October 21; that modest initial gain does not establish a durable rerating. [Price history](https://stockanalysis.com/stocks/hon/history/) Early analyst target revisions are mixed, and forward-estimate changes have not been established. Social, options, short-interest, and employee measures are unavailable; zero entries above denote missing evidence, not neutral readings. The scheduled T+1 trigger contains no independent market signal.
Honeywell International
Earnings 2026-10-22
CBZ post-earnings memo
The October 19 earnings release preceded the packet's October 22 scheduled earnings date. The supplied $54.89 October 22 close sits near the $55 offer, but a pre-release comparison price is unavailable, so the post-print move cannot be quantified. No verified consensus surprise, analyst revisions or social coverage were supplied. The October 22 legal-expense disclosure tempers the favorable adjusted-earnings headline; sentiment is chiefly merger-dependent.
CBIZ
Earnings 2026-10-22
SAM post-earnings memo
The print is mixed: adjusted EPS beat a reported consensus estimate, revenue missed, the earnings floor improved, and volume guidance weakened. [Consensus comparison](https://www.investing.com/news/earnings/boston-beer-earnings-beat-by-015-revenue-fell-short-of-estimates-4967590) [Company earnings release](https://investors.bostonbeer.com/node/23491). A live October 23 quote at 14:11 UTC was $194.91, about 0.4% below the $195.72 prior close; this is an intraday observation, not a settled post-earnings reaction. Post-print analyst revisions were not verified. Social, options, short-interest and employee-sentiment measures were not supplied; the zero entries above denote unavailable data, not neutral measured readings.
Boston Beer
News & Research
2 items
Material events, systemic alerts, and macro notes
00:04
News & Research
6 items
Material events, systemic alerts, and macro notes
22:04
News72External coverage
Raw Oysters Recalled After Salmonella Outbreak Sickens 27 & Hospitalizes 5News & Research
1 item
Material events, systemic alerts, and macro notes
10:40
Macro0macro
Funding calm, steady liquidity, infra movesHere's a chat someone thought you'd want to see.
News & Research
3 items
Material events, systemic alerts, and macro notes
14:26
Macro0macro
Capital shifts: AI, infra, and creditChatGPT helps you get answers, find inspiration, and be more productive.
11:51
Macro1macro
AI Is Reshaping Scientific DiscoveryChatGPT helps you get answers, find inspiration, and be more productive.
11:38
Macro0macro
Synthetic Biology: Scaling UpdateChatGPT helps you get answers, find inspiration, and be more productive.
News & Research
2 items
Material events, systemic alerts, and macro notes
17:06
Macro0macro
AI hubs are reshaping infrastructure## 1. Hyperscaler capex keeps climbing, but discipline is creeping in AI demand is still pushing spending higher, but cracks are forming in how it’s deployed.
10:34
Macro0macro
Debt & Leverage: Visible Stress## 🔄 Latest Shift in Global Debt & Leverage (New Developments Only)
News & Research
2 items
Material events, systemic alerts, and macro notes
11:09
Macro0macro
How Hormuz disruptions ripple into shipbuilding timelinesChatGPT helps you get answers, find inspiration, and be more productive.
11:05
Macro0macro
CTA positioning: trend crackingChatGPT helps you get answers, find inspiration, and be more productive.

