Calendar
Earnings, material events, systemic alerts, and macro research on one tape.
Window 30d/33 items/As of 2026-10-25
Upcoming
13
Earnings
13
Surprises
0
Post-earnings
6
Event Tape
8
Macro Notes
6
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
PHM post-earnings memo
The October 22 close was $119.48, up 5.84%, after early coverage described a negative reaction to the earnings miss. The rebound coincided with reported strength in homebuilders, so it should not be attributed solely to PHM results. [Closing-price history](https://stockanalysis.com/stocks/phm/history/) [Barron's sector report](https://www.barrons.com/livecoverage/stock-market-news-today-102226/card/lower-yields-and-tech-weakness-fuel-big-gains-for-home-builders-8P06Myn1EObR8iNAw4hZ) Verified post-print analyst revisions were unavailable at this T+1 cutoff. Social, options, short-interest and employee measures were not supplied; zero entries above mean unavailable, not neutral readings.
PulteGroup
Earnings 2026-10-22
GILD post-earnings memo
This is a pre-Q3-results monitoring view, despite the T+1 queue label. The October 22 $157.19 anchor is not a post-earnings reaction; Q3 surprise, transcript, estimate revisions, analyst target changes and reaction persistence are unavailable before October 29. News includes a confirmed October 22 PepStar agreement, but its clinical and earnings payoff is uncertain. Social coverage is absent; sentiment numerical fields above are placeholders, not measured observations.
Gilead Sciences
Earnings 2026-10-22
CIVB post-earnings memo
The company-confirmed EPS beat and stronger margin support a positive near-term reading, but CIVB rose 5.23% on the October 22 release, limiting unpriced upside at the $28.15 anchor. [Company earnings release](https://www.prnewswire.com/news-releases/civista-bancshares-inc-announces-third-quarter-2026-net-income-of-16-0-million-up--25-5-from-third-quarter-2025--302916081.html) [Price history](https://stockanalysis.com/stocks/civb/history/) Verified post-print analyst revisions were not found, and the packet has no usable social, options-skew or short-interest measurements; the zero entries in the optional sentiment fields represent unavailable data, not neutral measured readings.
Civista Bancshares
Earnings 2026-10-22
BMI post-earnings memo
The October 22 close of $149.64 was up $17.78, or 13.48%, after results; coverage linked the rally to margin strength and the outlook, notwithstanding the revenue miss. [Stock Analysis quote](https://stockanalysis.com/stocks/bmi/statistics/) [Investing.com earnings data](https://www.investing.com/equities/badger-meter-inc-earnings) Analyst revision data and sufficient social, options, short-interest, and employee-sentiment coverage are unavailable; zero values above denote missing data, not neutral readings.
Badger Meter
Earnings 2026-10-22
WKC post-earnings memo
This is a pre-earnings monitoring view, despite the T+1 queue label. The company scheduled the third-quarter release for October 29, so no credible October 22 earnings surprise, post-release price reaction or post-print analyst revision can be assessed. The $36.50 anchor predates that release. Social, options, short-interest and employee measures are unavailable; zero placeholders in the sentiment object do not indicate neutral readings. [#PR-EARNINGS-2026-10-15]
World Kinect
Earnings 2026-10-22
HTB post-earnings memo
The October 21 company release preceded the queue’s October 22 earnings date. HTB’s October 22 close was approximately 1.6% above the prior session, a modest reaction relative to the reported EPS beat; that price move cannot be attributed solely to earnings. [Historical-price table](https://chartexchange.com/symbol/nyse-htb/historical/) No reliable post-print analyst revision or transcript was verified at this T+1 stage. Social, options, short-interest and employee measures are unavailable; zero entries above denote missing data, not neutral readings.
HomeTrust Bancshares
News & Research
8 items
Material events, systemic alerts, and macro notes
08:06
IBM’s stock falls as investors struggle to shake off July earnings miss
International Business Machines
07:37
News72External coverage
American Airlines expects deeper 2026 loss on pricier fuel despite record revenue07:25
06:11
News72External coverage
Investors see risk from US midterms to AI trade as data center backlash buildsNews & Research
3 items
Material events, systemic alerts, and macro notes
13:00
Macro0macro
Cobalt export controls: supply shockHere’s the latest, high-signal update on commodity and resource nationalism, focusing on what actually changed recently and how it is rewiring markets and supply chains.
12:43
Macro1macro
Last‑mile infrastructure now the choke pointnavlistAI infrastructure build‑out — decisive shifts this weekturn0news10,turn0news11,turn0news12,turn0news14,turn0news13
News & Research
1 item
Material events, systemic alerts, and macro notes
12:57
Macro0macro
Rates pinch housing; softening spreadsnavlistGlobal Housing & Real‑Asset Cycle — Latest Weekly Signalsturn0news30,turn0news27,turn0news29,turn0news31,turn0news32
News & Research
1 item
Material events, systemic alerts, and macro notes
13:14
Macro0macro
Quarter‑end 48–72h micro‑liquidity signalsI’m sharing this because the very fabric of dollar funding markets — from cross‑currency swaps to the Fed’s liquidity plumbing and quarter‑end bill flows — is showing early signs of tightening pressure and stress that haven’t been on most people’s radar.
News & Research
1 item
Material events, systemic alerts, and macro notes
23:46
Macro0macro
Debt & Leverage: Early Fault LinesHere’s the latest incremental shift in global debt and leverage dynamics based on new data and developments. Focus is on what’s *actually changing under the hood* rather than static levels.

