MStang

Enjoy research, trading and giving back.

[Earnings Whispers @eWhispers]

#earnings before the open on Thursday, August 27, 2026

https://t.co/hLn2sKQhEY

$BBY $BILI $DLTR $DG $HRL $CM $HQY $TD $RY $BURL $BBW $CSIQ $TITN $PURR $MTLS $MBUU $LUCK $LOT

[Earnings Whispers @eWhispers]

#earnings for the week of August 24, 2026

https://t.co/My2Eq16qS8

$NVDA $MRVL $CRM $IREN $CRWD $XPEV $KSS $INTU $OKTA $ADSK $SNPS $DKS $AFRM $ULTA $WDAY $S $ANF $DY $ESTC $CM $BBY $RBRK $GRRR $BILI $A $PDD $WSM $SMTC $VEEV $ZM $TTD $PICS $LI $RY $SJM $DG $NCNO $BNS $BOX $GAP $HEI $HPQ $HQY $HRL $GFI $DCI $BURL $BBW $BBWI $NTNX

[Polymarket Money @PolymarketMoney]

JUST IN: SpaceX is set to unlock another 7% of its shares tomorrow as its second post-IPO lockup expires.

[Barchart @Barchart]

FUN FACT 🚨: Since 1990, the S&P 500 has dropped at least 7% from August to October in every midterm year, except 2006 📉📉

[Earnings Whispers @eWhispers]

https://t.co/MabJYDtypF

[Evan @StockMKTNewz]

Many of the richest and most famous investors in the world including Brad Gerstner, Leopold Aschenbrenner and a bunch more just updated their portfolios

This is what their portfolios look like as of the end of Q2

A thread🧵⬇️

Berkshire Hathaway $BRK.B

[BiopharmIQ by Amp @BiopharmIQ]

Biotech Stock News 8/14 @ Open

$FATE 3% Initiates RECLAIM-LN Trial of FT819
$LNTH 0% FDA Approval of TAUKLARIFY™

$PFE -1% Lyme Disease Vaccine Application Validated
$BMY -2% FDA Grants Approval for ZENBEXUS
$APVO -6% Closing of Warrants Exercise & PIPE
$ZNTL -12% Proposed Underwritten Public Offering

See the image and comments for more details!

[Earnings Whispers @eWhispers]

#earnings for the week of August 17, 2026

https://t.co/My2Eq16qS8

$WMT $ADI $BABA $TGT $HD $BIDU $BILL $HTHT $KLAR $TJX $LOW $ROST $AAP $AUNA $EL $DE $KEYS $BJ $YMM $NTES $SQM $ZTO $FUTU $AS $ATHM $BULL $BEKE $COTY $FLO $FN $FUFU $ZIM $WB $XP $PRE $VIK $JKHY $KC $FLXS $NSPR $VNET $TOYO $SCSC $LZB $DQ $DVLT $HSAI $IQ $JBSS $LYTS

[Earnings Whispers @eWhispers]

#earnings after the close on Thursday, August 13, 2026

https://t.co/My2Eq16qS8

$AMAT $NU $STNE $GLOB $AIRJ $GEMI $BEAT $BAP $AEYE $ETON $TMC $WKHS $DLO $DEFT $BZAI $HAWK $HTFL $INV $MRLN $KULR $NKTR $PETS $SPRY $SMSI $ACOG $YSS $SSTI $NMAX $REKR $QSI $PEW $PED $OXBR $NXXT $MSAI $KLC $JCAP $MOB $MDXH $LSF $KYNB $IDN $HIT $GNSS $FTLF $DARE $CWD $CELC

[Earnings Whispers @eWhispers]

https://t.co/Xiiku3R62s

[Wall St Engine @wallstengine]

FLUOR $FLR Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $4.3B (Est. $3.92B) 🟢; +9% YoY
🔹 Adj. EPS: $0.91 (Est. $0.70) 🟢
🔹 Adj. EBITDA: $149M (Est. $132M) 🟢
🔹 New Awards: $6.1B

Cuts FY26 Guide:
🔹 Adj. EBITDA: $500M-$525M (Est. $534M) 🔴

Segment Net Revenue:
🔹 Urban Solutions: $2.9B; +40% YoY
🔹 Energy Solutions: $709M; -38% YoY
🔹 Mission Solutions: $716M; -6% YoY

Other Q2 Metrics:
🔹 Backlog: $26.9B
🔹 Operating Cash Flow: -$317M
🔹 Cash & Marketable Securities: $3.0B

Capital Return:
🔹 Share Repurchases: $300M
🔹 2026 Shareholder Returns Target: $1.4B

Comments:
🔸 “Our second quarter awards demonstrate the successful pull-through of our front-end work and the confidence clients have in Fluor to advance their most important investments,”

🔸 “These awards reflect conversion of our prospect pipeline, which we continue to replenish with additional opportunities.”

[Investing.com @Investingcom]

CITI SAYS BUY THE PULLBACK IN MEMORY STOCKS AS UPCYCLE IS STILL IN EARLY INNINGS

$MU $SKHY

[Earnings Whispers @eWhispers]

#earnings after the close on Thursday, August 6, 2026

https://t.co/My2Eq16qS8

$ABNB $DKNG $AAOI $RGTI $TTD $NET $INOD $ROKU $CENX $MP $RCAT $TEAM $RKT $SERV $TXG $CLSK $FIVN $LYFT $MNST $OUST $CLNE $MCHP $AKAM $CRSR $MARA $RMD $TWLO $ALRM $AFL $AIG $LION $RHP $TXRH $ARDX $ARCT $DOCS $GAIN $KRMN $SG $BMRN $DBX $FDUS $FIGS $GRPN $INDI $PK $WLDN $AIP

[Earnings Whispers @eWhispers]

#earnings after the close on Tuesday, August 4, 2026

https://t.co/My2Eq16qS8

$AMD $SPCX $ANET $ALAB $OPEN $BKNG $TOST $UPST $KTOS $ZETA $HL $PINS $BBBY $AMGN $ALGT $SU $APPS $DVN $LCID $WYNN $HNGE $LSCC $VSAT $FLYW $COMP $DVA $INTA $LDI $LUMN $MAT $MTCH $OSPN $PCRX $TRVG $AGNT $ALIT $CXDO $ECO $EMR $FOA $IPI $J $KIDS $MOS $PACS $PGEN $PSTL $RARE

[AskLivermore @asklivermore]

Going back to 1986, here's what August through December looks like in every midterm year:

• August: choppy, either a really bad month or a really good month. +4.2% median gain, but -1.0% average gain.
• September: bad month.
• October: +4.8% median, 80% win rate. This is the midterm rally.
• November: +4.5% median, 70% win rate. The rally continues.
• December: worst month typically with only a 40% win rate. Tax loss selling hits hard.

The total Aug to Dec return is +7.9% median with a 60% win rate, which is a good sign.

If this follows the historical playbook, expect chop through September, a strong October and November, then give some back in December.

[Esther & Michael @SuperLuckeee]

13 stocks I'm focused on for earnings:

MONDAY

$PLTR $123.06 — Reports Monday after close. Options price a 15% move on free cash flow guidance.

TUESDAY

2. $AMD $476.15 — Tuesday print. Core Scientific 2.5 gigawatt deal makes AMD a credible $NVDA alternative.

3. $SPCX $108.37 — First earnings Tuesday, then roughly a billion shares unlock Thursday. Supply is the story. Buying this play under $100 closer to $80.

WEDNESDAY

4. $SNDK $1,214.83 — NAND pricing is the tell. Forward PE near 7 after a 50% July drawdown.

5. $WDC $544.84 — HDD is the storage bottleneck for AI data. Options imply a 16% move.

6. $SHOP $117.15 — Wednesday morning print. Market wants proof AI agents drive GMV instead of eating it.

7. $APP $395.90 — Pixel adds slowed in June and ROAS checks softened. Priced for perfection into Wednesday. Bearish on this one.

8. $LLY $1,147.61 — AI driven drug discovery plus the oral obesity pill ramp Goldman just flagged.

9. $DIS $96.19 — Fiscal Q3 Wednesday. New CEO D'Amaro's first real test with streaming margins in focus. Could be suprise explosion up! $NFLX tanked remember.

THURSDAY

10. $DDOG $267.97 — Observability is the AI tax. Every agent deployment adds logs, traces, and spend.

11. $TTD $18.04 — Down 80% from highs at nine times forward. Any stabilization gets violently rerated.

12. $QBTS $18.08 — AT&T just expanded its annealing deal. Quantum is the next narrative after AI compute.

FRIDAY

13. $OKLO $38.83 — Down 80% from highs. DOE cleared Groves and Meta prepaid a gigawatt campus.

[Earnings Whispers @eWhispers]

https://t.co/YMBUH6b9Qh

[Earnings Whispers @eWhispers]

Big Tech and a Parade of Earnings Set the Stage for a Blockbuster Week https://t.co/S7rEPXvTvf

[Earnings Whispers @eWhispers]

https://t.co/wwgLGwQGH9

[Brian Shannon, CMT ⚓️ @alphatrends]

One of the most bullish scenarios I can see for $MU and other semis is to undercut the "neckline" of the HnS pattern, suck in short sellers, run stops and then turn and run significantly higher.

@Marketsurge chart