Market Analysis
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United vs. American Airlines Q2 2026: Same Fuel Cost Shock, Two Different Stock Reactions
United and American Airlines both walked into Q2 2026 with the same problem: jet fuel costs up more than 80% year over year. United’s stock fell anyway, despite beating estimates and raising guidance. American’s stock fell more than 5% on the print, then ripped 6% higher the next day. Same input, two airlines, two completely…
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Tesla Q2 2026 Earnings Recap: TSLA Sinks 14.5% on a Sharp EPS Miss Despite Record Revenue and Deliveries
Tesla beat on Q2 2026 revenue and deliveries, but a 39% EPS miss and 142% capex surge sent TSLA down 14.5%, one of its sharpest single-day drops in years.
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Alphabet Q2 2026 Earnings Recap: GOOG Beats but Sinks on Raised AI Capex Guidance
Alphabet beat on nearly every headline number Wall Street watches: revenue, Cloud growth, Search growth, operating margin. The stock still fell almost 5% after hours. The reason wasn’t the quarter Google just reported, it was the quarter Google says is coming: a full-year capex range raised to $195-205 billion, with free cash flow already negative…
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ASML Q2 2026 Earnings Recap: A Beat-and-Raise Options Priced for a Bigger Move
ASML beat Q2 2026 estimates and raised guidance again, but the stock barely moved against what options had priced in. Here’s the real options-trading lesson.
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PNC Q2 2026 Earnings Recap: A Record Quarter, an 18% Dividend Hike, and a Stock That Barely Moved
PNC beat Q2 2026 estimates by $0.34 EPS and raised its dividend 18%, but shares closed flat. Here’s the regional-bank options lesson behind a muted reaction.
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BlackRock Q2 2026 Earnings Recap: A Record Quarter and the Options Lesson Behind the 6% Pop
BlackRock’s Q2 2026 earnings beat sent shares up more than 6% in a day. Here’s what the numbers mean and how options traders should read the post-earnings IV crush.
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Q2 2026 Bank Earnings Season Recap: How JPM, GS, WFC, BAC, Citi, and Morgan Stanley Options Actually Played Out
Q2 2026 bank earnings week is over, and the headline numbers were almost uniformly excellent: every one of the six largest U.S. banks beat both EPS and revenue estimates, several by a wide margin. The options market, however, had already priced in a lot of that good news. Here is how the actual stock reactions…
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UnitedHealth’s Q2 2026 Earnings Recap: What Actually Moved the Stock (and What Options Priced Wrong)
UnitedHealth Group beat Q2 2026 earnings estimates by roughly 30%, its medical cost ratio dropped to a two-year low, and the stock jumped as much as 7.6% before settling into a smaller, but still real, gain by the close. Options traders had priced in a 6.1% to 6.27% move heading into the July 16 report,…
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TSMC’s Q2 2026 Earnings Beat Every Number, So Why Did the Stock Drop?
Taiwan Semiconductor beat its own guidance on every line that matters: revenue, gross margin, and operating margin. Then the stock barely moved in the regular session and slipped in after-hours trading. If you’re trying to figure out what that disconnect says about the AI-capex trade, or how the options market handled it, here’s the actual…
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Netflix Earnings Today: How to Read NFLX’s Expected Move Before Tonight’s Report
Netflix reports Q2 2026 results after today’s market close. Here’s how to read NFLX’s expected move and size hypothetical risk before tonight’s print.