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2026 Themes Emerge Leading Into a Busy Q1 Second Half Investor Conference Season

2/12/26

Tech executives will face pointed questions on the 'DeepSeek AI moment,' while insights into resource stock rallies, the Dow 50k, and delicate jobs situation take center stage as Q1 investor conferences heat up.

The Great AI Squeeze: High Costs Take Center Stage in Hyperscalers’ Earnings Reports

2/09/26

Beyond the hardware costs, a new existential dread took hold of the software sector last week, and it was also related to AI.

Investor Days to Watch: What Utilities, Energy, Industrials, and Banks Could Tell Markets

2/04/26

The bull market has broadened out, and several non-tech Investor Days, Analyst Days, and Business Updates could offer color on the Main Street economy.

AI Capex Clouds the Tech Horizon, Even as Meta and Tesla Shine

2/02/26

This week, Alphabet, Amazon, and several consumer names take the stage as peak earnings season hits its stride.

Interim Data Spotlight: TSM, TSLA and COST

1/28/26

Market-moving information surfaces between earnings events, reshaping expectations before quarterly reporting cycles.

Tech Rebound Soothes Greenland-Induced Shivers, Just as Earnings Season Hits Its Stride

1/26/26

Q4 earnings season surges: Tech's AI supercycle powers 8.2% S&P 500 growth, overcoming Intel's slide and geopolitical drama. Key reports from MSFT, AAPL, and GOOGL loom.

Energy Stocks Steady Amid Macro Chaos, with a Sunday Night Earnings Surprise Ahead

1/22/26

Bond market stress, global geopolitical risk, and weather shocks at home have lifted Energy to the top sector spot YTD.

Did the Banks Just Set the Stage for Another Quarter of Double-Digit S&P 500 EPS Growth?

1/20/26

Driven by robust profit beats from major banks and a record-low corporate uncertainty reading, the Q4 earnings season is underway with CEOs signaling their highest confidence levels on record.