TRADE WITH CONVICTION

Monday, September 7, 2026
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Earnings
Broadcom Earnings Could Set the Tone for Nvidia and the Chip Trade

Broadcom’s upcoming earnings are in focus as Nvidia momentum keeps semiconductor traders watching for signals on AI dema…

Sarah Chen • Sep 2, 2026
Earnings
Salesforce, CrowdStrike and Nvidia Beats Strengthen the Case for a Broader AI Rally

Salesforce, CrowdStrike and Nvidia beat expectations, supporting a broader AI thesis while Nvidia’s short-term weakness …

Sarah Chen • Aug 30, 2026
Earnings
Marvell Stock Slides 8% Despite Earnings Beat as Investors Question Google AI Revenue Timing

Marvell fell more than 8% after beating estimates, as investors focused on when its Google AI-chip agreement may generat…

Sarah Chen • Aug 28, 2026
Earnings
Nvidia Rally Sends S&P 500 and Nasdaq to Best Session Since August Ahead of Warsh Speech

Nvidia’s nearly 9% rally lifted major US indexes, while Kevin Warsh’s Jackson Hole speech sets up a policy-driven volati…

Sarah Chen • Aug 28, 2026
Earnings
Nvidia, Salesforce and CrowdStrike Earnings Sweep Keeps AI Trade in Focus

Three winning AI-linked calls put earnings momentum, semiconductor leadership and the September growth-stock setup under…

Sarah Chen • Aug 27, 2026
Earnings
Okta Stock Jumps 15% After Earnings Beat as AI Security Demand Accelerates

Okta shares rose 15% after topping analyst estimates, with new products driving 30% of bookings and dozens of AI deals c…

Sarah Chen • Aug 27, 2026
Earnings
S&P 500 Holds Near 7,676 as Sticky PCE Inflation Sets Up Nvidia Earnings Test

The S&P 500 is near 7,676 as sticky PCE inflation raises policy uncertainty ahead of Nvidia’s earnings report.

Sarah Chen • Aug 26, 2026
Earnings
CrowdStrike and Salesforce Earnings Will Test Whether the Software Rally Has Legs

CrowdStrike and Salesforce earnings will test whether the software rally can clear key technical resistance or trigger a…

Sarah Chen • Aug 26, 2026
Earnings
Fortitude Mining Calls Q2 Strong as Zcash-Focused Digital Asset Platform Expands

Fortitude Mining describes Q2 as strong, but the available update omits revenue, hash-rate, EPS and other key metrics.

Sarah Chen • Aug 20, 2026
Earnings
Target’s Turnaround Wins Wall Street Support as Investors Watch for a Buy-the-Dip Entry

Target’s improving earnings metrics and positive analyst response strengthen its turnaround case, while potential sellin…

Sarah Chen • Aug 19, 2026
Earnings
Air Canada Restores Full-Year Guidance as Fuel Volatility Threatens Outlook

Air Canada’s restored forecast signals better visibility, but fuel volatility and Iran-related tensions continue to clou…

Sarah Chen • Aug 12, 2026
Earnings
eToro’s TradeZero Acquisition Adds US Growth to Q2 Earnings Beat

eToro’s $231 million TradeZero deal expands its US retail brokerage ambitions, but cryptoasset-related revenue weakness …

Sarah Chen • Aug 11, 2026