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Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing. 

With each report, we learn not just how companies are performing, but how investors are reacting.

In the ...

The Beat Report

There weren't any S&P 500 earnings reactions on Monday, but an up-and-coming Bitcoin mining stock had a reaction that caught our attention.

Bitdeer Technologies $BTDR, a $2.5B Singapore-based firm, is making a name for itself as a hybrid...

The Beat Report

We’ve now crossed the 90% mark of S&P 500 companies reporting this season - and what a season it has been.

We have seen a steady drumbeat of upside surprises, with S&P 500 earnings estimates climbing to fresh all-time highs.

That’s...

The Beat Report
Weekly Beat Logo

Earnings season is the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).

...

The Beat Report

We may be deep in the doldrums of this earnings season, but Thursday was a big day. 

Four more S&P 500 names stepped up to the plate yesterday - spanning communication equipment, farm and heavy machinery, luxury goods, and packaging -...

The Beat Report

Earnings season might be slowing down for the S&P 500, but that doesn’t mean the action stops. 

When the big index names take a breather, we turn our focus to the rest of the market - and that’s often where the real fireworks happen....

The Beat Report

We’re now past the 90% mark of S&P 500 companies reporting this earnings season. 

It has been a monster earnings season - one for the record books.

There has been a parade of powerful upside surprises, and earnings estimates by...

The Beat Report

There weren't any S&P 500 earnings reactions on Monday, but one of the world's largest Gold mining stocks had a reaction that caught our attention.

When it comes to mining stocks, the math is simple - rising commodity prices plus flat costs...

The Beat Report

Earnings season didn’t ease up on Friday - it came out swinging.

We got 19 fresh S&P 500 reactions spanning everything from high-flying growth names to steady defensive plays, plus a few cyclical heavyweights thrown in for good measure....

The Beat Report
Weekly Beat Logo

Last week was a masterclass in how earnings season can turn market darlings into dust… and laggards into legends.

We watched Apple $AAPL and Amazon $AMZN - two of the most powerful brands on earth - drop the ball for the 4th and 5th ...

The Beat Report

Earnings season may be winding down, but it’s not going quietly.

We just got 38 fresh S&P 500 earnings reactions, and they brought fireworks on both ends of the spectrum. 

Medical device makers and industrial...

The Beat Report

Yesterday’s batch of 30 S&P 500 earnings brought fireworks across the board, with hardware makers, software platforms, insurance firms, and drug manufacturers all delivering market-moving results.

We saw...

The Beat Report

Earnings season is hitting its stride.

Yesterday, we got 35 fresh reactions from S&P 500 names - and the market didn’t hold back. 

Volatility is exploding as investors sort the real growth stories from the hype.

We saw...

The Beat Report

Yesterday's earnings reactions mirrored one of the market's favorite themes this year - volatility.

We are seeing strong beats and brutal misses with half of the S&P 500 companies having a positive...

The Beat Report

The market just processed 33 fresh S&P 500 earnings reports… and the scoreboard tells a story of rising tension.

On the surface, the numbers looked strong. 

Most companies beat expectations. 

Revenue and earnings growth...

The Beat Report
Weekly Beat Logo

Last week was a masterclass in extremes. 

We saw explosive breakouts from multi-year bases, fresh all-time highs, and some of the most powerful earnings reactions in decades.

We also saw brutal reversals - textbook failures at key...

The Beat Report
META Logo

We just received fresh earnings reactions for roughly 13% of the S&P 500 - and the market is drawing a hard line between winners and losers.

It’s not enough to beat expectations anymore. If you’re not guiding higher, showing margin expansion...

The Beat Report
GNRC Logo #2

We just got a fresh wave of earnings reactions from over 30 S&P 500 components - and the tape doesn’t lie. 

While some companies are riding the AI wave and breaking out to multi-year highs, others are selling off despite delivering...

The Beat Report
Top Beats Sheet (07.30.2025)

We just got earnings reactions for 29 S&P 500 companies - and the tape told a story of extremes.

On one side, you’ve got legacy giants quietly reinventing themselves and riding powerful secular tailwinds. 

Think fiber optics, AI...

The Beat Report
Daily Beat Sheet (07.29.2025)

From a sleepy life sciences spin-off to a data-driven diagnostics powerhouse, Revvity $RVTY has spent the past two years rewriting its playbook. 

The $12.2B Diagnostics & Research stock has shed low-growth legacy lines, invested heavily...

The Beat Report
Daily Beat Sheet (07.28.2025)

Earnings season isn’t slowing down - and neither are the market reactions.

We’re seeing significant moves on both ends of the spectrum, with some stocks surging to new highs while others are being obliterated.

It’s a reminder of how vital...

The Beat Report
Weekly Beat Logo

The calm before the storm is over - this week will decide the market’s next big move.

We just wrapped a wild stretch of earnings that gave us everything from best reactions in a decade to ugly double-digit selloffs...

The Beat Report
Top Beats Sheet (07.25.2025)

This week has been all about the heavyweights - and yesterday proved why we’ve been watching this stretch of earnings season so closely.

In Sunday’s Weekly...

The Beat Report