Market Analysis
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Amazon Q2 2026 Earnings Recap: AWS Reaccelerates to 37% Growth, Silencing the Deceleration Fear
Amazon just answered the question that hung over every AWS earnings call this year: was cloud growth actually reaccelerating, or was that hope? AWS grew 37% year over year in Q2 2026, its fastest pace in 18 quarters, and the stock jumped as much as 9% in after-hours trading. That single number turned a quarter…
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Apple’s Last Earnings Call Under Tim Cook: AAPL Q3 FY2026 Options Setup and Expected Move
Apple reports Q3 FY2026 results today. Options traders are pricing a ~4% move, double AAPL’s recent average, in Tim Cook’s last quarterly call as CEO before John Ternus takes over.
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Microsoft Q4 FY2026 Earnings: MSFT Options Are Pricing a Bigger Move Than Usual
Options traders are pricing a 7-8% move for Microsoft’s fiscal Q4 2026 report, well above its recent average. Here’s what the Azure and AI-capex numbers mean for the setup.
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Post-Earnings Announcement Drift: Why Stocks Keep Moving for Weeks After the Report
Stocks don’t stop moving when the earnings report ends. Learn what post-earnings announcement drift is and how options traders can trade the continuation with defined risk.
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IBM Q2 2026 Earnings Recap: The Real Crash Happened Eight Days Before the Actual Report
IBM’s worst trading day in its 110-plus-year history happened on July 14, 2026, eight days before its actual Q2 earnings call. The stock fell roughly 25% before the market even opened that morning, on an unscheduled SEC filing, not on the scheduled July 22 report everyone had priced options around. When the real earnings call…
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Charles Schwab Beat Every Q2 2026 Estimate and the Stock Still Fell: What SCHW’s Earnings Reaction Teaches Options Traders
Schwab posted record revenue, record trading volume, and a wider net interest margin in Q2 2026, yet SCHW shares fell about 2.5%. Here’s why the beat and the stock price disagreed, and what it teaches options traders about pricing in expectations.
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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.