https://tradune.com Plain-English guides on portfolio analytics, risk, screening and tax, plus sourced analysis of what US companies actually reported — from Tradune. en-us https://tradune.com/earnings/interactive-brokers-q3-2026/ https://tradune.com/earnings/interactive-brokers-q3-2026/ Earnings Interactive Brokers does not issue quarterly revenue or earnings guidance, so the yardstick is the year-ago quarter: net revenues of $1.91 billion rose 16% (our arithmetic) and diluted EPS rose to $0.69 from $0.59. Daily average revenue trades fell 11% from a busy Q2, accounts grew 35% to 5.58 million, and the quarterly dividend rose from $0.0875 to $0.15. Fri, 16 Oct 2026 00:00:00 GMT https://tradune.com/earnings/tsmc-q3-2026/ https://tradune.com/earnings/tsmc-q3-2026/ Earnings Revenue of US$46.72 billion came in above the top of the US$44.6–45.8 billion range TSMC guided to in its July 16, 2026 6-K and rose 41.2% year over year; operating margin of 58.7% topped its 56–58% guide and gross margin of 66.4% sat within 65–67%. 2-nanometer reached 8% of wafer revenue, and the 2026 growth outlook rose to around 44%. Thu, 15 Oct 2026 00:00:00 GMT https://tradune.com/earnings/bank-of-america-q3-2026/ https://tradune.com/earnings/bank-of-america-q3-2026/ Earnings Bank of America issued no quarterly revenue or earnings guidance in its July 14, 2026 8-K, so the test is the year-ago quarter: revenue rose 3% to $30.0 billion while net income fell 17% and EPS 13% (our arithmetic). NII rose 8%, trading and investment banking fees fell, and the $8.3 billion returned exceeded common earnings. Wed, 14 Oct 2026 00:00:00 GMT https://tradune.com/earnings/blackrock-q3-2026/ https://tradune.com/earnings/blackrock-q3-2026/ Earnings BlackRock does not issue quarterly revenue or earnings guidance, so the quarter is measured against a year earlier: revenue rose 19% to $7.75 billion and GAAP diluted EPS 25%, per its Oct. 14 8-K. Market moves cut $60 billion from AUM, and a $564 million noncash acquisition charge explains most of the gap to as-adjusted EPS of $15.93, up 38%. Wed, 14 Oct 2026 00:00:00 GMT https://tradune.com/earnings/morgan-stanley-q3-2026/ https://tradune.com/earnings/morgan-stanley-q3-2026/ Earnings Morgan Stanley issued no quarterly guidance, so the yardstick is the year-ago quarter: net revenues rose 12% to $20.34 billion and diluted EPS 8% to $3.03, though EPS fell from $3.46 in Q2. Wealth Management set revenue and pre-tax records without a wider margin, and a carried-interest reversal hit Investment Management. Wed, 14 Oct 2026 00:00:00 GMT https://tradune.com/earnings/progressive-q3-2026/ https://tradune.com/earnings/progressive-q3-2026/ Earnings Progressive does not issue quarterly earnings guidance, so the test is the year-ago quarter: net income fell 3% and EPS 2% while net premiums written rose 4% to $22.3 billion. The year-ago ratio carried a $950 million Florida credit; excluding it, the combined ratio worsened about 3.8 points, almost all of it a 3.7-point rise in the loss ratio (our arithmetic) (our arithmetic). Wed, 14 Oct 2026 00:00:00 GMT https://tradune.com/earnings/johnson-and-johnson-q3-2026/ https://tradune.com/earnings/johnson-and-johnson-q3-2026/ Earnings Johnson & Johnson does not issue quarterly guidance, so the yardstick is the year-ago quarter: sales rose 5.9% to $25.4 billion and adjusted EPS fell 7.5% from $2.80, while the full-year adjusted EPS range moved to $11.05–$11.15 from the $10.96–$11.11 in its July 29, 2026 8-K. Most of the GAAP gap is a $5,519 million litigation-related charge tied to the proposed talc resolution. Tue, 13 Oct 2026 00:00:00 GMT https://tradune.com/earnings/jpmorgan-chase-q3-2026/ https://tradune.com/earnings/jpmorgan-chase-q3-2026/ Earnings JPMorgan Chase issued no third-quarter guidance — the outlook in its July 14, 2026 8-K was full-year only — so the yardstick is the year-ago quarter: reported revenue rose 8% to $50.2 billion and diluted EPS 10%. The outlook now implies about $106.2 billion of 2026 net interest income, against about $105.5 billion in July. Tue, 13 Oct 2026 00:00:00 GMT https://tradune.com/earnings/goldman-sachs-q3-2026/ https://tradune.com/earnings/goldman-sachs-q3-2026/ Earnings Goldman Sachs does not issue quarterly revenue or earnings guidance, so the yardstick is the year-ago quarter: net revenues of $18.68 billion rose 23% and net earnings rose 29% to $5.29 billion. Against a record second quarter, FICC and Equities intermediation fell $2.19 billion, more than the firm's entire revenue decline, while asset and wealth management grew 10%. Tue, 13 Oct 2026 00:00:00 GMT https://tradune.com/earnings/unitedhealth-q3-2026/ https://tradune.com/earnings/unitedhealth-q3-2026/ Earnings UnitedHealth does not issue quarterly guidance; it raised its full-year 2026 outlook to at least $19.50 GAAP and $20.50 adjusted EPS, from $18.45–$18.95 and $19.50–$20.00 in its July 16, 2026 8-K. Revenue fell 0.4% year over year as GAAP EPS rose to $4.56 from $2.59, and the new floor implies Q4 adjusted EPS of only about $2.20 or more. Tue, 13 Oct 2026 00:00:00 GMT https://tradune.com/resources/margin-call-price-explained/ https://tradune.com/resources/margin-call-price-explained/ Guide How equity, the loan and maintenance margin set a long position’s margin call price, with a worked example and the FINRA 25% floor. Broker rules differ. Mon, 12 Oct 2026 00:00:00 GMT https://tradune.com/resources/portfolio-rebalancing-guide/ https://tradune.com/resources/portfolio-rebalancing-guide/ Guide Learn how target weights and drift bands work, compare a full rebalance with a buy-only plan, and follow a $30,000 portfolio example through the math. Mon, 12 Oct 2026 00:00:00 GMT https://tradune.com/resources/stock-splits-cost-basis-guide/ https://tradune.com/resources/stock-splits-cost-basis-guide/ Guide A forward or reverse split changes share count and per-share figures, not company value by itself. A 4-for-1 example and what happens to cost basis. Mon, 12 Oct 2026 00:00:00 GMT https://tradune.com/resources/safe-withdrawal-rate-explained/ https://tradune.com/resources/safe-withdrawal-rate-explained/ Guide How an inflation-adjusted 4% withdrawal works, a $500,000 example, and why a smooth-return calculator cannot establish a safe retirement rate. Mon, 12 Oct 2026 00:00:00 GMT https://tradune.com/earnings/asana-q2-fy2027/ https://tradune.com/earnings/asana-q2-fy2027/ Earnings Revenue of $216.4 million was above the top of the $213–215 million range Asana guided to in its May 28, 2026 8-K, and non-GAAP EPS of $0.10 topped its $0.08–0.09 guide; the full-year revenue outlook rose to $858.5–863.5 million. Buybacks outran stock comp, so the share count fell — but net retention is still 97% and Q3 is guided to 8–9% growth. Fri, 04 Sep 2026 00:00:00 GMT https://tradune.com/earnings/broadcom-q3-fy2026/ https://tradune.com/earnings/broadcom-q3-fy2026/ Earnings Revenue came in above the approximately $29.4 billion Broadcom guided to in its June 3, 2026 8-K and rose 86% year over year, and AI semiconductor revenue of $16.7 billion topped management's $16.0 billion forecast. Stock compensation fell 13%, free cash flow reached $13.7 billion, and the company guided Q4 revenue to about $34.8 billion. Fri, 04 Sep 2026 00:00:00 GMT https://tradune.com/earnings/dell-q2-fy2027/ https://tradune.com/earnings/dell-q2-fy2027/ Earnings Revenue of $46,971 million came in above the top of the $44.0–$45.0 billion range Dell guided to in its May 28, 2026 8-K, and GAAP diluted EPS of $6.34 and non-GAAP EPS of $7.04 topped the $4.48 and $4.80 midpoints it guided to; year over year, revenue rose 58% and GAAP diluted EPS 273%. Full-year revenue guidance rose to $192.0 billion from $167.0 billion. Fri, 04 Sep 2026 00:00:00 GMT https://tradune.com/earnings/gitlab-q2-fy2027/ https://tradune.com/earnings/gitlab-q2-fy2027/ Earnings Revenue of $286.3 million came in above the top of the $272–274 million range GitLab guided to in its June 2, 2026 8-K, and non-GAAP operating income of $42.6 million and non-GAAP EPS of $0.24 topped the $30–32 million and $0.17–0.18 guides; year over year, revenue rose 21% while non-GAAP EPS was flat at $0.24. Most of the $99 million gap between the two profit lines is $75.0 million of stock-based compensation. Fri, 04 Sep 2026 00:00:00 GMT https://tradune.com/earnings/lululemon-q2-fy2026/ https://tradune.com/earnings/lululemon-q2-fy2026/ Earnings Revenue of $2,415.6 million, down 4%, came in below the bottom of the $2.450–$2.475 billion range lululemon guided to on June 4; EPS topped its $1.76–$1.81 guide, which excluded tariff refunds, even at $2.06 without the refund (our arithmetic). Comparable sales fell 9%, and the full-year outlook was cut to a 5–7% revenue decline. Fri, 04 Sep 2026 00:00:00 GMT https://tradune.com/earnings/mongodb-q2-fy2027/ https://tradune.com/earnings/mongodb-q2-fy2027/ Earnings Revenue of $771.8 million came in above the top of the $729–$734 million range MongoDB guided to in its May 28, 2026 8-K, and non-GAAP EPS of $1.90 cleared its $1.58–$1.61 guide. GAAP operating income of $28.4 million beat a guided loss, and the full-year revenue outlook rose to $2.99–$3.03 billion from $2.92–$2.96 billion. Fri, 04 Sep 2026 00:00:00 GMT https://tradune.com/earnings/snowflake-q2-fy2027/ https://tradune.com/earnings/snowflake-q2-fy2027/ Earnings Product revenue of $1,491.9 million came in above the top of the $1,415–1,420 million range Snowflake guided to in its May 27, 2026 8-K, and non-GAAP operating margin of 15.3% beat the 12.5% guided; total revenue grew 35% year over year. The GAAP net loss was still $192 million. Fri, 04 Sep 2026 00:00:00 GMT https://tradune.com/earnings/uipath-q2-fy2027/ https://tradune.com/earnings/uipath-q2-fy2027/ Earnings Revenue of $410.3 million came in above the top of the $395–400 million range UiPath guided to in its May 28, 2026 8-K and rose 13% year over year; ARR of $1.938 billion and non-GAAP operating income of $89 million also topped their guides. Growth stayed modest, R&D fell 15%, and the diluted share count fell about 4%. Fri, 04 Sep 2026 00:00:00 GMT https://tradune.com/earnings/iren-q4-fy2026/ https://tradune.com/earnings/iren-q4-fy2026/ Earnings IREN issued no quarterly revenue or earnings guidance, so the yardstick is the year before: FY26 revenue rose 41% to $707.0 million (our arithmetic) and the result swung to a $702.6 million net loss, mostly non-cash impairment. Adjusted EBITDA stayed positive at $245.7 million, and total assets grew from $2.9 billion to $15.8 billion on $7.6 billion of debt. Fri, 28 Aug 2026 00:00:00 GMT https://tradune.com/earnings/marvell-q2-fy2027/ https://tradune.com/earnings/marvell-q2-fy2027/ Earnings Revenue of $2,739.3 million, up 37%, landed within the $2.700 billion ±5% range Marvell guided to on May 27 — $39.0 million above the midpoint, per the company — and non-GAAP EPS was inside its $0.93 ±$0.05 guide. The gap to GAAP is mostly $326.2 million of stock compensation, up 112% in a year. Fri, 28 Aug 2026 00:00:00 GMT https://tradune.com/earnings/crowdstrike-q2-fy2027/ https://tradune.com/earnings/crowdstrike-q2-fy2027/ Earnings Revenue of $1.47 billion came in above the top of the $1,436.0–$1,442.0 million range CrowdStrike guided to in its June 3, 2026 8-K, and non-GAAP net income of $322.9 million cleared the guided $300.7–$303.4 million; year over year, revenue rose 26% and non-GAAP EPS rose to $0.31 from $0.23. The GAAP operating line still lost $33 million. Thu, 27 Aug 2026 00:00:00 GMT https://tradune.com/earnings/nvidia-q2-fy2027/ https://tradune.com/earnings/nvidia-q2-fy2027/ Earnings Revenue of $96.2B (+106% YoY) came in above the top of the $89.2–92.8B range NVIDIA guided to in its May 20, 2026 8-K, and the 75.0% gross margin was within guidance. The caveats: receivables grew $22.3B in the quarter and $7.8B of GAAP profit was investment gains. Thu, 27 Aug 2026 00:00:00 GMT https://tradune.com/catalysts/moderna-intismeran-phase-3-melanoma/ https://tradune.com/catalysts/moderna-intismeran-phase-3-melanoma/ Catalyst INTerpath-001 hit recurrence-free and distant metastasis-free survival — the first positive Phase 3 for an mRNA cancer therapy. The topline said statistically significant and clinically meaningful. It did not say by how much, and roughly $30 billion of market value moved on the difference. Thu, 20 Aug 2026 00:00:00 GMT https://tradune.com/earnings/webull-q2-2026/ https://tradune.com/earnings/webull-q2-2026/ Earnings Webull issued no revenue or earnings guidance for the quarter, so the benchmark is a year earlier: revenue rose 51% to a record $198.8 million and net income of $24.4 million replaced a $28.3 million loss. Trading revenue grew 66% against 18% for interest income, and competitors have until October 2027 to phase in the same rule change. Wed, 19 Aug 2026 00:00:00 GMT https://tradune.com/earnings/cisco-q4-fy2026/ https://tradune.com/earnings/cisco-q4-fy2026/ Earnings Revenue of $17.3 billion, up 18%, came in above the top of the $16.7–16.9 billion range Cisco guided to in its May 13, 2026 8-K, and non-GAAP EPS of $1.22, up 23%, topped its $1.16–1.18 guide. Networking product revenue grew 28%, remaining performance obligations 7%, and fiscal 2027 revenue is guided to $72.2–73.4 billion. Fri, 14 Aug 2026 00:00:00 GMT https://tradune.com/earnings/cerebras-q2-2026/ https://tradune.com/earnings/cerebras-q2-2026/ Earnings Core revenue of $209.9 million, up 103%, came in above the approximately $194.0 million Cerebras guided to in its June 23, 2026 8-K, and core gross margin of 41% topped its 36–38% range. The GAAP accounts differ by one line: $44.3 million of customer-warrant amortisation, a cost of paying customers in equity, which left GAAP gross margin at 14%. Thu, 13 Aug 2026 00:00:00 GMT https://tradune.com/earnings/enovix-q2-2026/ https://tradune.com/earnings/enovix-q2-2026/ Earnings Revenue of $9.02 million came in just above the top of the $8.0–9.0 million range Enovix guided to in its May 13, 2026 8-K, and the $28.8 million non-GAAP operating loss was narrower than the guided $29.0–32.0 million; year over year, revenue rose 21% and the GAAP loss per share improved to $0.20 from $0.22. Gross margin fell to 14.4% from 26.0%. Thu, 13 Aug 2026 00:00:00 GMT https://tradune.com/earnings/nano-nuclear-q3-fy2026/ https://tradune.com/earnings/nano-nuclear-q3-fy2026/ Earnings NANO Nuclear issued no revenue or earnings guidance for the quarter, so the test is the year-ago quarter: the operating loss widened 68% to $15.83M and the net loss 33% to $10.10M. Over nine months the net loss narrowed only because other income rose to $15.34M on a ~$580M cash pile. Thu, 13 Aug 2026 00:00:00 GMT https://tradune.com/earnings/coreweave-q2-2026/ https://tradune.com/earnings/coreweave-q2-2026/ Earnings CoreWeave puts no guidance in its SEC filings, so the quarter is measured against a year earlier: revenue more than doubled from $1.21 billion to $2.58 billion while the net loss widened to $626 million from $290 million. Backlog reached about $104 billion, and adjusted operating margin fell to 5% from 16%. Wed, 12 Aug 2026 00:00:00 GMT https://tradune.com/earnings/nebius-q2-2026/ https://tradune.com/earnings/nebius-q2-2026/ Earnings Nebius issued no quarterly guidance in its SEC filings; the full-year 2026 revenue outlook of $3.0–3.4 billion in its May 13 shareholder letter (Form 6-K) was reaffirmed on August 12. Adjusted EBITDA turned positive at $236.2M, ARR reached $3.0B, and $1.2B of the $2.25B operating cash flow was deferred revenue. Wed, 12 Aug 2026 00:00:00 GMT https://tradune.com/earnings/super-micro-q4-fy2026/ https://tradune.com/earnings/super-micro-q4-fy2026/ Earnings Net sales of $11.12 billion landed within the $11.0–12.5 billion range Supermicro guided to in its May 5, 2026 8-K and rose 93% year over year, while GAAP diluted EPS of $1.62 was above the top of its $0.53–0.67 guide. The full-year gross margin still fell to 10.8%, and the Q1 FY2027 guide of $14.5–15.5 billion carries GAAP EPS of only $0.89–0.98. Wed, 12 Aug 2026 00:00:00 GMT https://tradune.com/earnings/ast-spacemobile-q2-2026/ https://tradune.com/earnings/ast-spacemobile-q2-2026/ Earnings AST SpaceMobile gave no quarterly guidance in its May 11, 2026 8-K, only a $150–200 million full-year 2026 revenue range, which it reaffirmed. Revenue rose to $31.5 million from $1.2 million a year earlier, mostly gateway hardware, with an 8.3% gross margin on product revenue, and the full-year range now needs a second half 2.2–3.3 times the first. Tue, 11 Aug 2026 00:00:00 GMT https://tradune.com/earnings/hims-and-hers-q2-2026/ https://tradune.com/earnings/hims-and-hers-q2-2026/ Earnings Revenue of $753.2 million came in above the top of the $680–700 million range Hims & Hers guided to in its May 11, 2026 8-K (guidance that excluded the Eucalyptus deal, closed in June), and adjusted EBITDA of $60.3 million topped its $35–55 million guide. Cost of revenue rose 112%, gross margin fell twelve points, and adjusted EBITDA leans on a $47.5 million legal add-back. Tue, 11 Aug 2026 00:00:00 GMT https://tradune.com/earnings/rocket-lab-q2-2026/ https://tradune.com/earnings/rocket-lab-q2-2026/ Earnings Revenue of $234.1 million landed within the $225–240 million range Rocket Lab guided to in its May 7, 2026 8-K, while gross margin and adjusted EBITDA came in better than its own guidance; revenue grew 62% year over year. The operating loss barely moved, and the Q3 guide steps back on profitability. Tue, 11 Aug 2026 00:00:00 GMT https://tradune.com/earnings/sezzle-q2-2026/ https://tradune.com/earnings/sezzle-q2-2026/ Earnings Sezzle issues no quarterly guidance. In its Aug. 6, 2026 8-K it moved full-year revenue growth to 35%, the top of the 30–35% range set in May, and raised adjusted EPS guidance to $5.25 from $5.10; Q2 revenue grew 51.7% year over year and adjusted EPS rose 61.4% to $1.13. Fri, 07 Aug 2026 00:00:00 GMT https://tradune.com/earnings/applovin-q2-2026/ https://tradune.com/earnings/applovin-q2-2026/ Earnings Revenue of $1.924 billion landed within the $1.915–1.945 billion range AppLovin guided to in its May 6, 2026 8-K, while adjusted EBITDA of $1.614 billion, an 84% margin, came in just below the bottom of its $1.615–1.645 billion guide. Net income rose 55% — and the reason management gave for the soft quarter matters more than either figure. Thu, 06 Aug 2026 00:00:00 GMT https://tradune.com/earnings/duolingo-q2-2026/ https://tradune.com/earnings/duolingo-q2-2026/ Earnings Revenue of $298.5 million, bookings of $289.1 million and adjusted EBITDA of $77.3 million each came in above the $295.5 million, $283.5 million and $71.0 million Duolingo guided to in its May 4, 2026 8-K; year over year, revenue rose 18% and bookings 8%. Bookings ran below revenue, and deferred revenue fell in the quarter. Thu, 06 Aug 2026 00:00:00 GMT https://tradune.com/earnings/shopify-q2-2026/ https://tradune.com/earnings/shopify-q2-2026/ Earnings Shopify did better than every quantified line of its own May outlook, per its Aug. 5 SEC filing: revenue growth outran a guided high-twenties rate, gross profit grew 31% against mid-twenties, and the free cash flow margin reached 18% against mid-teens. The cost of that growth sits in the mix, with lower-margin Merchant Solutions now 78% of revenue, and the Q3 outlook again has gross profit growing slower than revenue. Thu, 06 Aug 2026 00:00:00 GMT https://tradune.com/earnings/spotify-q2-2026/ https://tradune.com/earnings/spotify-q2-2026/ Earnings Revenue of €4.78 billion was in line with the €4.8 billion Spotify guided to in its April 28, 2026 6-K, while gross margin of 33.4% and operating income of €655 million came in above the 33.1% and €630 million guided; revenue grew 14% year over year. The Q3 guide takes gross margin back to 32.9%. Thu, 06 Aug 2026 00:00:00 GMT https://tradune.com/earnings/uber-q2-2026/ https://tradune.com/earnings/uber-q2-2026/ Earnings Uber's gross bookings of $58.0 billion and adjusted EBITDA of $2.82 billion both came in above the top of the ranges it guided in May, and non-GAAP EPS of $0.81 landed inside its $0.78-$0.82 range, per its Aug. 5 SEC filing. Revenue grew only half as fast as bookings, and the 10-Q puts a number on why: a UK business-model change cut revenue by $1.1 billion. The capital story sits after the quarter, in a $14.8 billion offer for Delivery Hero. Thu, 06 Aug 2026 00:00:00 GMT https://tradune.com/earnings/amd-q2-2026/ https://tradune.com/earnings/amd-q2-2026/ Earnings Revenue of $11.54 billion, up 50% year over year, came in above the top of the $10.9–11.5 billion range AMD guided to in its May 5, 2026 8-K, and non-GAAP EPS was $1.66 against $0.48 a year ago. Q3 is guided to about $13 billion at the same ~56% non-GAAP gross margin. Wed, 05 Aug 2026 00:00:00 GMT https://tradune.com/earnings/spacex-q2-2026/ https://tradune.com/earnings/spacex-q2-2026/ Earnings SpaceX issued no quarterly guidance before its first report as a public company, so the yardstick is the year-ago quarter: revenue rose 92% to $7.81 billion and the net loss narrowed to $541 million from $1.0 billion. Only the Starlink connectivity segment made an operating profit. Wed, 05 Aug 2026 00:00:00 GMT https://tradune.com/earnings/palantir-q2-2026/ https://tradune.com/earnings/palantir-q2-2026/ Earnings Revenue of $1.935B came in above the top of the $1.797–1.801B range Palantir guided to in its May 4, 2026 8-K, and adjusted operating income of $1.194B topped its $1.063–1.067B guide. GAAP EPS was $0.41 against $0.13 a year earlier; full-year revenue guidance rose to $8.150–8.158B. Tue, 04 Aug 2026 00:00:00 GMT https://tradune.com/resources/what-an-earnings-beat-measures/ https://tradune.com/resources/what-an-earnings-beat-measures/ Education FactSet puts the 5-year S&P 500 EPS beat rate at 78%, consensus varies by vendor, and companies define adjusted EPS. What a beat really tells you. Sat, 01 Aug 2026 00:00:00 GMT https://tradune.com/earnings/exxon-mobil-q2-2026/ https://tradune.com/earnings/exxon-mobil-q2-2026/ Earnings ExxonMobil does not forecast its earnings, but the items its July 7 earnings-considerations filing quantified that can be matched to reported figures landed inside, or at the edge of, its own ranges — $2.5 billion of favorable timing effects in Energy Products, $1.1 billion of impairments and $1.2 billion of Upstream reserves. Against the year-ago quarter, earnings rose to $14.53 billion from $7.08 billion as adjusted refining profit roughly tripled — while production fell 2.5% amid Middle East disruptions, and $9.4 billion went back to shareholders. Sat, 01 Aug 2026 00:00:00 GMT https://tradune.com/earnings/chevron-q2-2026/ https://tradune.com/earnings/chevron-q2-2026/ Earnings With no quantitative guidance on file for the quarter, the year-ago quarter is the yardstick: Chevron's earnings rose to $12.07 billion from $2.49 billion and diluted EPS to $6.11 from $1.45. Downstream — refining, marketing and the CPChem chemicals affiliate — went from $737 million to $4.87 billion on margins, record U.S. refinery runs, an asset-sale gain and favorable timing effects, and Chevron sent more of its $18.1 billion of free cash flow to debt repayment than to shareholders. Sat, 01 Aug 2026 00:00:00 GMT https://tradune.com/earnings/apple-q3-fy2026/ https://tradune.com/earnings/apple-q3-fy2026/ Earnings Apple's filings carry no quantitative revenue or margin guidance, so the comparison here is year over year: June-quarter revenue rose 16% to $109.4 billion and diluted EPS 29% to $2.02, with tariff refunds adding about 2 points of gross margin and $0.11 of EPS. Services grew 12%, down from 16% in the March quarter, and the 10-Q warns component and memory cost pressure is expected to intensify. Fri, 31 Jul 2026 00:00:00 GMT https://tradune.com/earnings/coinbase-q2-2026/ https://tradune.com/earnings/coinbase-q2-2026/ Earnings Coinbase's subscription and services revenue of $555 million came in below the $565–645 million range it set in May, while the company's own outlook-versus-actuals table marks its four expense lines as met. Against the year-ago quarter, total revenue fell 19% to $1.22 billion and a $1.43 billion profit became a $359 million net loss. Most of the loss is marks on crypto and investments: the adjusted net loss was $105 million and adjusted EBITDA stayed positive at $208 million. Fri, 31 Jul 2026 00:00:00 GMT https://tradune.com/earnings/reddit-q2-2026/ https://tradune.com/earnings/reddit-q2-2026/ Earnings Reddit's second-quarter revenue of $805 million came in about $80 million above the top of the $715–725 million range it guided to on April 30, and grew 61% year over year, with net income of $253 million and adjusted EBITDA of $343 million. The softer line is the audience: US daily active uniques were 53.2 million, against 53.5 million in the first quarter, in a quarter the CEO's letter says had choppy search referrals. Fri, 31 Jul 2026 00:00:00 GMT https://tradune.com/earnings/roblox-q2-2026/ https://tradune.com/earnings/roblox-q2-2026/ Earnings Roblox's second-quarter revenue of $1.47 billion came in above the top of the $1.39–1.45 billion range it guided to on April 30 and grew 36% year over year, but bookings of $1.56 billion grew 8% and landed at the low end of its $1.55–1.61 billion guide. The company blamed weaker per-hour monetization, guided third-quarter bookings to fall 14% to 18%, and stopped giving full-year guidance. Fri, 31 Jul 2026 00:00:00 GMT https://tradune.com/earnings/strategy-mstr-q2-2026/ https://tradune.com/earnings/strategy-mstr-q2-2026/ Earnings Strategy filed no quantitative guidance for the quarter, so the comparison is year over year: Q2 2025's $10.02 billion profit became an $8.22 billion net loss, or $24.45 a diluted share, almost all of it an $8.32 billion unrealized loss on bitcoin. At June 30 its 846,000 bitcoin had cost $63.94 billion and were carried at $49.67 billion, after a quarter in which it raised $8.41 billion through at-the-market sales, most of it STRC preferred stock. Fri, 31 Jul 2026 00:00:00 GMT https://tradune.com/earnings/tempus-ai-q2-2026/ https://tradune.com/earnings/tempus-ai-q2-2026/ Earnings Tempus issues no quarterly guidance; it raised its 2026 revenue outlook to $1.595–1.605 billion from the $1.59–1.60 billion in its May 5, 2026 8-K. Revenue rose 22% year over year, and net income of $5.6 million compares with a $42.8 million net loss a year earlier, while the guide excludes the pending Personalis deal. Fri, 31 Jul 2026 00:00:00 GMT https://tradune.com/earnings/amazon-q2-2026/ https://tradune.com/earnings/amazon-q2-2026/ Earnings Net sales of $200.6 billion came in above the top of the $194.0–199.0 billion range Amazon guided to in its April 29 filing, and operating income of $27.5 billion above its $20.0–24.0 billion range; sales rose 20% and operating income 43% year over year. AWS earned 60% of the operating profit, while $53.4 billion of mostly Anthropic-related gains inflated EPS and trailing free cash flow turned to a $7.6 billion outflow. Thu, 30 Jul 2026 00:00:00 GMT https://tradune.com/earnings/meta-q2-2026/ https://tradune.com/earnings/meta-q2-2026/ Earnings Meta landed near the top of the $58–61 billion revenue range it guided to in April, at $60.80 billion. Diluted EPS fell 13% to $6.18 after $3.58 billion of legal and severance charges, it guided Q3 to $61–64 billion, and it lifted the floor of its 2026 capex outlook to $130 billion. Thu, 30 Jul 2026 00:00:00 GMT https://tradune.com/earnings/microsoft-q4-fy2026/ https://tradune.com/earnings/microsoft-q4-fy2026/ Earnings Microsoft's revenue rose 18% to $90.0 billion and GAAP EPS 32% to $4.81, and its filed release says that, adjusting for discrete items worth $0.27 of EPS, it "exceeded expectations across revenue, operating income, and diluted earnings per share" relative to its April 29 guidance, whose figures are not in any SEC filing. The margin held near 45% while cash spent on property and equipment doubled to $35.8 billion, and a $3.2 billion Anthropic gain sits inside both EPS figures. Thu, 30 Jul 2026 00:00:00 GMT https://tradune.com/resources/position-sizing-conviction-to-number/ https://tradune.com/resources/position-sizing-conviction-to-number/ Guide Which stock to buy gets all the attention. How much to buy quietly decides more of your outcome — and it’s the part most people never actually calculate. Sun, 19 Jul 2026 00:00:00 GMT https://tradune.com/resources/what-backtesting-can-tell-you/ https://tradune.com/resources/what-backtesting-can-tell-you/ Guide A backtest turns ‘this strategy should work’ into a chart. That’s useful and quietly dangerous. How to read one without fooling yourself. Fri, 17 Jul 2026 00:00:00 GMT https://tradune.com/resources/cost-basis-fifo-lifo-average/ https://tradune.com/resources/cost-basis-fifo-lifo-average/ Education FIFO, LIFO and average cost can turn one sale into three different gains. What each method does, and which ones IRS rules allow for stocks and funds. Wed, 15 Jul 2026 00:00:00 GMT https://tradune.com/resources/portfolio-stress-testing/ https://tradune.com/resources/portfolio-stress-testing/ Guide How stress tests work — historical crisis replays and beta-scaled market-drop shocks — and why one volatility number hides the tail risk of a crisis. Tue, 14 Jul 2026 00:00:00 GMT https://tradune.com/resources/reading-13f-filings/ https://tradune.com/resources/reading-13f-filings/ Education 13F filings show you what the big funds own — but a 45-day-delayed, long-only snapshot hides far more strategy than it reveals. Sun, 12 Jul 2026 00:00:00 GMT https://tradune.com/resources/efficient-frontier-explained/ https://tradune.com/resources/efficient-frontier-explained/ Guide Mean-variance optimization promises the best return for every level of risk — here’s what it actually does, and why the map lies more than you think. Fri, 10 Jul 2026 00:00:00 GMT https://tradune.com/resources/factor-investing-hidden-tilts/ https://tradune.com/resources/factor-investing-hidden-tilts/ Education Your portfolio has factor exposures whether you chose them or not — here’s how to see the bets hiding inside your holdings. Wed, 08 Jul 2026 00:00:00 GMT https://tradune.com/resources/alerts-that-earn-their-keep/ https://tradune.com/resources/alerts-that-earn-their-keep/ Education Most people set alerts that fire constantly, learn to ignore them, and then miss the one that mattered. Here’s how to set fewer, better triggers. Wed, 24 Jun 2026 00:00:00 GMT https://tradune.com/resources/building-a-stock-screener/ https://tradune.com/resources/building-a-stock-screener/ Guide Most screeners return 4 stocks or 400. How to build filters that surface ideas worth researching, starting from your thesis rather than a slider. Wed, 03 Jun 2026 00:00:00 GMT https://tradune.com/resources/tax-loss-harvesting/ https://tradune.com/resources/tax-loss-harvesting/ Guide How to turn a losing position into a real tax saving — the wash-sale rule that trips everyone up, and when harvesting is a waste of time. Wed, 13 May 2026 00:00:00 GMT https://tradune.com/resources/insider-cluster-buying/ https://tradune.com/resources/insider-cluster-buying/ Education When several executives buy their own stock in the same window, it’s worth a look. Here’s how to read Form 4 clusters — and the ones that mean nothing. Wed, 08 Apr 2026 00:00:00 GMT https://tradune.com/resources/portfolio-risk-var-beta-drawdown/ https://tradune.com/resources/portfolio-risk-var-beta-drawdown/ Education Three risk numbers you’ll see on any decent portfolio tool — what each one really answers, and the trap hiding inside the most famous of them. Wed, 04 Mar 2026 00:00:00 GMT https://tradune.com/resources/portfolio-health-score/ https://tradune.com/resources/portfolio-health-score/ Guide A single number for portfolio 'health' sounds like marketing. Here’s what goes into one, where it’s genuinely useful, and where it quietly lies to you. Wed, 11 Feb 2026 00:00:00 GMT