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
CBRE post-earnings memo
T+1 tone is mixed: core EPS exceeded one reported consensus, revenue missed it, and shares were reported down more than 3% during the initial reaction. [Earnings-reaction coverage](https://www.investing.com/news/earnings/cbre-group-earnings-beat-tempered-by-revenue-miss-stock-down-over-3-93CH-4965490). The packet's $131.24 October 22 adjusted-close anchor is used for valuation, not as an independently verified reaction measure. Post-print analyst revisions were not verified; social, options, short-interest and employee scores were not supplied, so their zero placeholders are unavailable data, not neutral readings. The deterministic directional prior is neutral despite a meaningful earnings-triggered thesis update.
CBRE Group
Earnings 2026-10-22
ASB post-earnings memo
The release supports the packet's positive directional prior, but the immediate surprise is mixed across GAAP and adjusted EPS comparisons. A live October 23 quote was $30.11, about 1% above the $29.81 October 22 anchor; that is an intraday observation, not a confirmed post-earnings closing return. No reliable post-print analyst revision was verified, so the T+1 view remains tentative. [#SEC-8K-2026-10-22]
Associated Banc-Corp
Earnings 2026-10-22
GVA post-earnings memo
The October 22 anchor is $107.45, but no verified post-earnings price reaction exists because Granite has scheduled the release for October 29. Recent company-confirmed project news is constructive; analyst revisions and reliable quantified news, social, options, short-interest and employee-sentiment series are unavailable. Zero-valued sentiment fields indicate missing data, not neutral readings. The erroneous earnings trigger lowers confidence in any delta from the prior thesis.
Granite Construction
Earnings 2026-10-22
THRM post-earnings memo
THRM closed October 22 at $26.15, down 8.05% from $28.44 on October 21; coverage linked the decline to the earnings miss. [Price history](https://stockanalysis.com/stocks/thrm/history/) [Earnings coverage](https://www.investing.com/news/earnings/gentherm-shares-tumble-7-on-third-quarter-earnings-miss-4965319) No verified post-print analyst revision was available. Social, options, short-interest and employee measures are unavailable; their zero entries are missing-data placeholders, not neutral readings. The deterministic prior shifted from modestly positive to neutral despite strong primary-source coverage, supporting a cautious post-earnings monitoring view.
Gentherm
Earnings 2026-10-22
FBP post-earnings memo
Initial coverage frames Q3 as an EPS beat but a revenue miss. The $27.31 October 22 anchor was roughly flat against the reported $27.34 October 21 close, so there is no clear positive post-release price confirmation. Verified post-print analyst revisions are unavailable; the packet has no usable social, options, short-interest or employee-sentiment coverage, and zero values in those fields denote unavailable data rather than neutral observations. [Zacks pre-release consensus](https://finance.yahoo.com/markets/stocks/articles/first-bancorp-fbp-earnings-expected-130013632.html) [October 21 closing price](https://shareprices.com/us/fbp/history/)
First BanCorp
Earnings 2026-10-22
TMP post-earnings memo
The Q3 company release is constructive on margin, loan growth and deposits, but the credit migration tempers it. An early October 23 quote of $101.54 was about 0.75% above the $100.78 prior close; that is not a settled post-release reaction. Associated Press reported revenue net of interest expense of $89.9 million, meeting Street forecasts, but a reliable Q3 EPS consensus and post-print analyst revisions were not established. Sentiment fields other than headline buzz lack measured inputs and should not be interpreted as observed values.
Tompkins Financial
News & Research
8 items
Material events, systemic alerts, and macro notes
14:30
News83External coverage
Ken Griffin secures $3.3B loan for NYC skyscraper after earlier Mamdani feudNews & Research
1 item
Material events, systemic alerts, and macro notes
11:02
Macro0macro
Resource control spikes across metals & energyHereâs the latest signal-only update on commodity and resource nationalism, focused on what materially changed in the past cycle and how itâs rewiring markets and supply chains.
News & Research
1 item
Material events, systemic alerts, and macro notes
17:34
Macro0macro
Stable but Fragile â Macro Liquidity## đ Weekly Macro Liquidity, Credit & System Stress Dashboard
News & Research
2 items
Material events, systemic alerts, and macro notes
18:18
Macro0macro
Capital shifting toward compute + energyHere is the latest system-level view of capital formation and venture flows, focused on where capital is being *pulled by real scientific and engineering progress* rather than financial cycles alone.
18:18
Macro0macro
Capital shifting toward compute + energyHere is the latest system-level view of capital formation and venture flows, focused on where capital is being *pulled by real scientific and engineering progress* rather than financial cycles alone.
News & Research
3 items
Material events, systemic alerts, and macro notes
18:24
Macro1macro
Quantum: better fidelity, wider accessChatGPT helps you get answers, find inspiration, and be more productive.
10:27
Macro0macro
Leverage stress shifting to private credit## đ What Actually Moved This Week in Global Leverage

